by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
We talk to John Bromley, founder of Charitable Impact, about how they help you manage what you give to charity all in one account. Find out more at charitableimpact.com and connect on Instagram, Facebook and Twitter.
by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
We talk to Patrick Ens, president of Capital One Canada, about what you can do if your finances are taking a toll on you both mentally and physically and what is financial “self-care” and how to put it into practice. Check out Capital One’s Life & Credit Blog and...
by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
Consider your future self when trying to figure out a solution to making better decisions with your money. Hal Hershfield, an associate professor of marketing behavioural decision making and psychology at UCLA, joins us to tell us why thing about the “future you” is...
by Bruce Sellery | Oct 11, 2022 | Full Episodes, Podcasts
How thinking about your future self can help you make better long-term financial decisions. Hal Hershfield, professor at UCLA’s Anderson School of Management, explains why. Then, practicing financial self-care. Capital One Canada President Patrick Ens shares his...
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
Parents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance....
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
We talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.
