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Update frequency:
every 9 days
Average audio length:
22 minutes
English
United States
36 episodes
since Feb. 10, 2025
episodic

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What role does life insurance have in your life and what role should it have? Almost half of Canadians – 42% - don’t have it or are not sure if they do, according to a 2025 survey by PolicyMe and Angus Reid. More significantly, 49% have no plans to purchase any in the next five years. The key reaso…

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The more than $1 Trillion wealth transfer has already begun in Canada and many people are leaving some of that money to their children now – they may be helping them buy a home or fund education for grandchildren. Formal estate planning requires some key documentations – a will, a power of attorney…
Canadians continued their globetrotting activities in 2025 however, the places they are going to has significantly changed, according to Statistics Canada. Statistics Canada reported that Canadian residents returned from 3.9 million trips abroad in November of 2024. This was up 6.8% from the year b…
Financial and business planning is something most people don’t do.  But those who do it, flourish.   The secret is to do it in a way you can manage it.  And that is the subject of our conversation today with a very special guest.  April-Lynn Levitt has been a coach with The Personal Coach since 200…
Canada was built on Entrepreneurship.    But last April the Montreal Economic Institute issued a warning:   The number of self-employed Canadians with paid help—the businesses most likely to scale, hire, challenge incumbents, and help grow GDP— peaked some time ago at approximately 867,000 in 2005.…
Today we are talking about how investors can best manage the crisis to come as a result of the volatile global disruptions we find ourselves in.  What should the average investor and taxpayer be thinking about as they are affected by the extremely volatile daily news about their economy, their live…
Today we are talking about a new initiative coming soon to taxpayers across Canada from their tax department the Canada Revenue Agency: Automatic Tax Filing.   This is an initiative that has the potential to substantially alter our self-assessment system of taxation. The plan is for Automatic Tax F…
Enter alternative assets—a diverse array of investment opportunities spanning private equity, real estate, cryptocurrencies, renewable energy projects, and collectibles. These assets are increasingly accessible to retail investors now.  And we have a special guest that can help us understand altern…
Women are highly successful business owners and entrepreneurs, often outperforming men in areas like revenue generation and job growth. Women focus on sustainable, long-term growth and high-efficiency teams, even while overcoming significant obstacles in securing venture capital funding.   Most im…
Larry Frostiak provides business and tax advice to owner-managed enterprises, including financial and wealth management services to assist clients in building “tax-efficient” business and corporate structures. Larry also specializes in providing clients with estate and trust services. He is a found…
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