Welcome to "Simple Estate Planning for Everyone," where we break down the complexities of estate planning so that everyone can understand and take control of their future. Our guest Jennifer explains that a will is a document expressing an individual's wishes about what happens to their assets after their death, and it can be changed as long as the person has the capacity to make rational decisions. We also dive into planning techniques that can be used to ensure that one's wishes and instructions are met. Did you know that if someone dies without a will, their assets are distributed based o ..read more

Just this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform. It seems appropriate that we are looking at ways that you can protect yourself from investment scams.  We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips on staying aware and protecting your finances. (BTW - it's the 20th anniversary of Internet Secur ..read more

We are starting Season 3 - be sure to subscribe so you don't miss any of our top tips for financial fitness. In this episode, we are looking at recent changes made to home buying that make it even easier for first-time buyers.  Plus, we've got some top tax tips for 2023 that you won't want to miss! See you inside -------------- Season Three, Episode One -  Looking to Buy a First Home? It Just Got Easier. Plus, Tax Tips for 2023 -------------- Resources Mentioned Fit Desk link to Amazon List of deductible medical expenses ? Women's Wealth Canada Blog?12 Smart Questions to Ask When ..read more

This month on the Women's Wealth Canada podcast, we are continuing to explore how your relationship status affects your retirement planning.  Over the past few episodes, we have looked at both remarrying and divorce - but what if you are single?  You may be asking yourself, "exactly how much do I need to retire as a single person in Canada?" See you inside -------------- Season Two, Episode Eight - How Much Does a Single Person Need to Retire in Canada Resources Mentioned in the Show Cheapest Places to Live in Canada Could You Retire on 300 dollars a Month Travel the World for a Y ..read more

In our last episode, I explored how remarrying later in life can impact your financial situation and decisions.  Today, we will explore another change you may be facing ... divorce.  If you (or a friend) are contemplating, in the middle of, or just curious about how divorce can impact you financially, then this episode is for you.  I'm talking with Bettina Plendl on how to avoid the Financial Mistakes of Divorce. See you inside -------------- Season Two, Episode Seven - Avoiding the Financial Mistakes of Divorce Guest: Bettina Plendl, Financial Divorce Strategist Connect with ..read more

Are you entering into a second marriage later in life?   Merging households, blending families, and planning how to combine and consolidate finances can be complicated.   Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship.   See you inside -------------- Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second Marriage Resources ⚡ Webinar with Stefa Katamay, Next in Life: The Real Questions to Ask Before You Retire      Connect with G ..read more

Are you entering into a second marriage later in life?   Merging households, blending families, and planning how to combine and consolidate finances can be complicated.   Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship.   See you inside -------------- Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second Marriage Resources ⚡ Webinar with Stefa Katamay, Next in Life: The Real Questions to Ask Before You Retire      Connect with G ..read more

This week I am focusing on TFSA's and clearing up some common misunderstandings to help you ensure you maximize the benefits you achieve from your investment portfolio. One of the most common questions I get as a wealth advisor is: “Which type of retirement account should I put my money into…an RRSP, which is a Registered Retirement Savings Plan, or a TFSA, which is a Tax Free Savings Account? Which one should you put your money into? Here's what you need to know to make the right decision for you: 1.    Realize a TFSA is an investment account, not a savings account.  2.  ..read more

Saying no is hard. From kids, to partners, to work or to self care, everyone else's needs and wants seem to matter more than yours. If you find it challenging to prioritize yourself, chances are you might be struggling with setting boundaries.  Today, I explore the issue of Women and Boundaries with Antonia Medeiros, Life Coach. Our Guest Antonia Medeiros' love of stories led her to her current business as a Life Coach specializing in Feminine Empowerment. She has an upcoming course called Busting Boundaries, which is a mix of group and individual coaching.  You can reach Antonia at ..read more

Earlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life.  But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe they just would have done things differently.  Here to talk about that subject is Lisa Hannam. Lisa is the Executive Editor of MoneySense Magazine. Lisa has been a leading force in the success of ..read more