All Episodes
Your Life and Money — 70 episodes
Navigating the 2026 Mortgage Market: Fixed vs. Variable Rates and Unique Lending Solutions Ep. 69
Unpacking the Six Pillars of Financial Planning (Part 2) Ep. 68
Unpacking the Six Pillars of Financial Planning (Part 1) Ep. 67
The Master’s Mindset: Navigating Market Volatility and Sticking to Your Game Plan (Ep. 66)
The Tax Efficiency Crossroads (Part 2): Non-Registered Strategies & Goal-Specific Portfolios (Ep. 65)
The Bucket System (Part 1): Organizing Your Short & Long-Term Wealth (Ep. 64)
Tax Season 2025: Turning Preparation into Planning (Ep.63)
From Fairways to Finance: Welcoming Nick Smith to the Team (Ep. 62)
The RRSP Meltdown Strategy: Why Too Much Retirement Savings Can Be a Tax Trap (Ep. 61)
A Life-Centered Look Ahead: Navigating Your Financial Journey in 2026 (Ep. 60)
Cash Flow, Homeownership, and the CPP/OAS Deferral Dilemma (Q&A Part 2) (Ep. 59)
Your Money, Your Legacy: Mastering RIFs, TFSAs, and Estate Planning (Q&A Part 1) (Ep. 58)
Is the 60/40 Portfolio Dead? A Talk with CIO Theresa Schott (Ep. 57)
Bringing Pension Power to Your Portfolio (Ep. 56)
From Executive to Entrepreneur: Planning, Purpose, and the Power of Starting Early (Ep. 55)
Money, Meaning, and Mindset: Building Confidence in Your Financial Future (Ep. 54)
Raising Money-Wise Kids: Building Skills for a Lifetime – Part 2 (Ep. 53)
Raising Money-Wise Kids: The Lessons That Last a Lifetime – Part 1 (Ep. 52)
The Other Side of Retirement: Why Financial Planning Isn’t Enough (Ep. 51)
Redefining Retirement: Coaching for the Next Chapter (Ep. 50)
Do It Yourself vs. Do It Right: The Real Value of Professional Financial Advice (Ep. 49)
Beyond Stocks & Bonds: A Smarter Way to Invest (EP 48)
Patience, Planning, and Portfolio Power: Navigating Volatility with Confidence (EP 47)
Life-Centered Planning: How Scorecards Can Transform Your Retirement (EP 46)
Financial Finish Line (Ep 45)
Tax Time & Smart Strategies: How to Minimize Your Tax Bill (Ep 44)
Breaking the Power of Money: The Journey to Generosity (Ep 43)
Maximizing Your Financial Future: RSPs, TFSAs, and Smarter Strategies (Ep 42)
A New Year’s Financial Reset (Ep 41)
Lessons from 2024: Resilience, Reflection, and Ready for 2025 (Ep 40)
A Financial Pro’s Close Call with a Scam (Ep 39)
Gratitude, Contentment, and the Road to Life-Centered Financial Planning (Ep 38)
Beyond Numbers: The Real Retirement Plan You Need (Ep 37)
Retirement Redefined: Navigating New Realities and Shifting Expectations (Ep 36)
Aligning Your Money with Your Life: Navigating the Mortgage Maze (Ep 35)
Part II - Life and Business Transitions: Exit Strategies for Success and Fulfillment (EP 34)
Part I - Life and Business Transitions: Exit Strategies for Success and Fulfillment (EP 33)
#32 Unlocking Potential: From Passion to Planning with Anneline Breetzke
#31 Navigating Life-Centered Financial Planning with Travis Forman
#30 Life-Centered Financial Planning: Making Insurance Work for You
#29 Unpacking Life Insurance: From Whole Life to Universal Life
#28 Decluttering Your Financial Life: Aligning Money with Your Values
#27 Unlock Your Financial Future with Life-Centered Planning
#26 Navigating the Sea of Contradiction: Economic Insights with Christine Tessier - Part II
#25 Navigating the Sea of Contradiction: Economic Insights with Christine Tessier - Part I
#24 Aligning Wealth with Wellness: The Power of Truthful Financial Planning
#23 Living Your Best Life: Transforming Financial Planning with Paul Armson
#22 Strategies Unveiled: Tax Refunds, Investments, and Homeownership Dilemmas
#21 Navigating 2023 Tax Changes: A Comprehensive Guide for Financial Success
#20 Life-Centered Financial Planning with Angelique Gray
#19 Wealth Languages: Understanding the ABCs of Financial Communication
#18 Journey to a Life-Centered Plan: Unveiling Tools for Financial Success
#17 Navigating 2024 with Financial Planning Insights
#16 Beyond Resolutions: Navigating Life-Centered Planning in 2024
#15 Generosity Unwrapped: Embracing the Spirit of Giving and Finding 'Enough'
#14 Life and Money Unveiled: Navigating the Estate Planning Maze
#13 Navigating Financial Markets and Building a Resilient Portfolio with Ian Goodman
#12 Navigating Wealth Transfer & Family Harmony
#11 Timing and Title: Navigating Wealth Transfer Decisions
#10 Navigating Wealth Transfer: Treasures, Wisdom, and Unique Treatment
#9 Finishing Well: Life-Centered Planning for a Lasting Legacy
#8 Your Life and Money: Unpacking Your Wealth Languages
#7 Life-Centered Planning: Navigating the High-Interest Rate Environment with Special Guest Julia Bernier
#6 Achieving Clarity and Confidence: Stories of Life-Centered Financial Planning
#5 Life Transitions and Financial Lifelines: Navigating Your Financial Future
#4 Unraveling Financial Planning: Achieving Clarity, Contentment, and Fulfillment
#3 Exploring Life-Centered Planning with Mitch Anthony
#2 Exploring Life-Centered Planning and Its Importance
#1 The Inside Story of Life Centered Planning
Your Life and Money