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OM DENNE PODCAST 🔗
Don't have enough time to get the scoop on all the headlines and how they're going to affect your wallet? Ever wonder if what the wealthy are doing with their money? Like interesting pieces of information that you can share around the dinner table?
We're a team of financial planners who are on a mission to arm you with all the information you need to make the best decisions with your money. Each episode Erin Magee, CFP, RRC will Make Sense of a headline, give you the Secrets of Success, and leave you with a Lighter Side thought.
We're a team of financial planners who are on a mission to arm you with all the information you need to make the best decisions with your money. Each episode Erin Magee, CFP, RRC will Make Sense of a headline, give you the Secrets of Success, and leave you with a Lighter Side thought.
Værter:
Opdateringsfrekvens:
biweekly
Gennemsnitlig lydlængde:
15 minutes
Har sponsorer
Engelsk
Canada
27 episoder
siden 25. februar 2023
episodic
SENESTE EPISODE 🔗
Welcome to the inaugural episode of How Canada Works! Our first guest is the incredible Jill Fost, Owner of Custom Adventures Inc. Jill has been immersed in the travel industry since 2001, dedicating her career to curating adventurous experiences for her clients. In 2017, she established Custom Adv…
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SIDSTE EPISODER 🔗
We hope your 2024 is off to a fantastic start and that the holidays were enjoyable. Now that we have all of 2024 in front of us (I heard someone describe the year as 365 opportunities), I’d like to share a couple of quick hits that should be priorities.
The Tax Free Savings Account (TFSA) con…
This week we share a lighthearted holiday themed episode on the podcast. We take a look back at some popular gifts from the past few decades (do you remember how popular Beanie Babies were!?), and the holiday shopping seasons - Black Friday and Boxing Day. We have some advice to share on getting th…
It should be an obvious answer right? RRSPs involve taxes and TFSAs don’t… but not so fast! On the podcast this week Erin and I have a chat about some of the similarities between these two popular investment accounts and they actually have more in common than you might think. We share some details …
On this episodes of the podcast, we explore the various opportunities to give to to charities, a timely topic for the holiday giving season.
We all know how tough it has been the last few years to make our dollar go far enough, well there are those who are struggling, and they need our help.
Our…
The First Home Savings Account has elements of both an RRSP and TFSA, and is designed specifically for saving to purchase your first home.
It is critically important that you consider opening an FHSA, if you qualify, before the end of the year so that you can start accumulating contribution room …
In the thrilling world of extreme tourism, exhilaration often comes with a price. After a recent tragedy where five passengers, each paying a hefty $250,000, were lost, we're left wondering: did they truly understand the risks involved?
One big draw to extreme tourism? The opportunity for Instagra…
What is the difference between a simple RRSP and a Spousal RRSP? While we are at it, what the heck is a LIRA and how is it different from a LIF? I noticed a pension adjustment on my tax return, where did that come from and why did it reduce my RRSP contribution room? What is the benefit of these ac…
In the world of sports, where passion, dedication, and athleticism reign supreme, there's a glaring inequality that often goes unnoticed - the gender pay gap. We'll explore the historical context of the gender pay gap in sports, tracing its roots and understanding how it has evolved over time. Our …
It was a giant mistake to call the TFSA a
Tax-Free Savings Account, it should have been called a Tax-Free Investing
Account.
Join us while discuss some of the mistakes and opportunities in the TFSA that we see when we meet with our clients.
We hope you enjoy our new conversational format.
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Cherry Hill Private Wealth, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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giants.
‐ Isaac "Llamacorn" Newton
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