Afleveringen
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Too many Canadians don’t have a financial plan. That’s what a recent FP Canada report found.
Only 25 per cent of Canadians are working with a financial advisor and 30 per cent of those surveyed say they don't have a financial plan at all.
Interestingly, younger people are more likely to say they don't have a financial plan but wish they did.
What caught my eye about this survey is that Canadians don’t even agree on what a financial plan is. Some think it is an investment plan, that is, a plan for what types of investments you’ll put money into. Other people think a financial plan is a written plan that shows where you are today when it comes to your financial circumstances, where you plan to be tomorrow and how you’ll get there. That definition is closer to the truth.
A financial plan looks at the big picture. It helps you set short-term and long-term financial goals and identify steps to achieving them. In this episode, we look at:
Financial Planning
What Your Plan Should Include
How a Plan Can Help You
Why You Might Not Already Have a Plan
And most importantly ... how to get one!Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Each year, I like to begin by talking about goals. And specifically about you and your financial goals. Have you set them? Are you making progress? Do you have a plan?
Let's talk about 5 ways to recharge your financial goals this year.What financial goals did you set for yourself last year? Which ones did you achieve and which are you still working on? Which ones do you need to work on first?
What goals no longer serve you? Life changes every year. Our goals do too. Let it go if it’s not going to make your life better.
In this episode, we will dive deep into the five essential ways to revive your financial goals.
Sort Your Goals: Evaluate, eliminate, and prioritize your financial goals for the year. Money Matters: Understand where your money is coming from to fund your 2024 goals. Consider additional income sources and optimize withdrawals for retirees.Emergency Fund TLC: Tend to your emergency fund—essential for reducing stress and providing a financial cushion during unforeseen circumstances.Debt Demolition: Choose between snowball and avalanche methods to pay down debt faster. Pick what suits you, but remember never to accumulate credit card debt.Portfolio Rebalance: Annually reassess and diversify your investment portfolio for stable growth.Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Zijn er afleveringen die ontbreken?
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Welcome to the Women's Wealth Canada podcast, where we discuss everything related to government retirement benefits in Canada. In this episode, Glory Gray discusses everything you need to know about the Canadian Pension Plan or CPP, Old Age Security or OAS, and the Guaranteed Income Supplement or GIS.
In this episode, she will give an overview of both CPP and OAS, including how they are funded, what the maximum benefit amount is, and some of the advantages and disadvantages of starting CPP early or delaying it until 70 for an 8.4% guaranteed return. She'll also cover when OAS can be taken and the additional benefits of delaying it after 65.
She includes a brief overview of CPP and OAS.
The Canadian Pension Plan is a mandatory benefit for all working Canadians aged 18 or older. You contribute to this plan throughout your working years, and when you retire, you receive monthly payments based on your contributions. The amount you receive depends on factors such as the number of years you contributed, your average earnings, and your age when you start receiving payments.
On the other hand, Old Age Security is a benefit that is available to all Canadians aged 65 or older, regardless of whether they worked or not. Unlike CPP, you do not need to contribute to OAS, but the amount you receive is based on the number of years you lived in Canada after the age of 18.
She dives into some of the advantages and disadvantages of starting CPP early or delaying it until 70. Delaying CPP can result in a higher benefit amount, but it may not always be the best option for everyone. We'll explore different scenarios and help you determine what might be best for you. She will also discuss the basics of when OAS can be taken and the additional benefits of delaying it after 65. Delaying OAS can result in a higher benefit amount as well, and we'll explore whether this is a good strategy for you.
And what about a Guaranteed Income Supplement or GIS and how it provides additional support for lower-income retirees. She dives into the eligibility requirements and how to apply for this benefit.
So, if you're ready to learn everything you need to know about CPP, OAS, and GIS, be sure to tune in. Don't forget to download, subscribe, and share with your friends and family who may also benefit from this information.
PS - We are taking a break after this episode. See you in 2024!Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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This week on the Women's Wealth Canada Podcast, we are talking about How to Plan for Changes in your Health and Lifestyle in Retirement.
As you make plans for retirement, it's important to remember that your health and lifestyle needs may change over time.One of the first things you'll need to do is to prepare a financial plan when meeting with a financial planner. This will give you an idea of your cash flow requirements over the years for the rest of your life. You'll need to know how much money is coming in and going out each year and whether you have enough saved to make it all work.
Research shows that expenses in our 60s are typically higher than they are in our 80s and beyond. During our 60s and 70s, we may be traveling more, visiting our grandchildren, and ticking things off our bucket list. Travel health insurance premiums typically increase with age, making traveling harder in our 80s and beyond.
As we reach our 80s, out-of-pocket healthcare costs tend to increase, which is why many people prefer to stay at home more often. In-home care is available, and it's necessary to start gathering information about available services near you. Assisted living facilities can also be similar to being on a cruise, and they provide a great deal of activities and a strong social element.
It's essential to maintain your physical, emotional, and spiritual health in retirement, along with your financial freedom. Finding an activity that you enjoy, preferably with a social element, is essential for good health as we age. Purpose is also a deep driver of well-being, and knowing what you value is the best place to start. An exercise to try is to answer the following three questions for a week:
what you need more of in your life:
what are 10 things you're grateful for today, and
what are five words that describe you best and why.
After a week, you'll be able to see some patterns and start focusing on doing things that are important to you to have a happy retirement.Remember, as you adapt your home to fit your needs and preferences, you'll be able to stay in it for longer. The longer you can adapt your home, the more comfortable you'll be in it. Planning for changes in your health and lifestyle may seem complicated, but with the right tools and preparations, you can be comfortable in your retirement years.
Join us inside the podcast to learn more.Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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In this episode of the Women's Wealth Canada Podcast, we sit down with Jennifer Leach Sandford, a lawyer specializing in wills and estates. Jennifer shares valuable insight into the importance of having a will in place and when is the best time to prepare one, especially if you have a health diagnosis that may lead to progressive illness.
We also delve into the differences between a will, power of attorney, and healthcare directives. While a will provides instructions for the distribution of your assets after you die, power of attorney and healthcare directives come into play when you lose capacity. Your healthcare representative and personal care representative make decisions on your behalf, such as whether you're going into long-term care, while the power of attorney controls the administration of your assets.
Jennifer also shares some fascinating stories of cases where wills were challenged, and why it's essential to work with a lawyer who ensures the individual giving the instructions has the necessary capacity.
Don't miss this informative episode where you'll learn everything you need to know about estate planning. So, sit back, relax, and listen to the end to discover how you can protect your future and your loved ones. 💡💼💰
Our Guest
Jennifer Leach Sandford, Horne Coupar LLP
Jennifer is a lawyer practicing in the areas of wills, estates, trusts, tax planning, and taxpayer representation. She joined Horne Coupar LLP in 2021 prior to which she worked as an income tax and trusts lawyer in Montreal and Toronto for over fifteen years.Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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 on provincial laws, which may not include relatives outside of certain degrees of separation? We discuss why it's important to have a will in place and how online will kits and paper wills may not always be the best option for more complicated estates.
Finally, we talk about when it may be necessary to review your will such as when life circumstances change like marriage or divorce, receiving an inheritance, or moving provinces. Tune in for all this and more!
Our Guest
Jennifer Leach Sandford, Horne Coupar LLP
Jennifer is a lawyer practicing in the areas of wills, estates, trusts, tax planning, and taxpayer representation. She joined Horne Coupar LLP in 2021 prior to which she worked as an income tax and trusts lawyer in Montreal and Toronto for over fifteen years.Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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 Security Day today - a good day to be thinking about ways to stay safe online)
See you inside!
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Season Three, Episode Two - Four Ways to Protect Yourself From Investment Scams
--------------Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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
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Season Three, Episode One - Looking to Buy a First Home? It Just Got Easier. Plus, Tax Tips for 2023
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Resources Mentioned
Fit Desk link to Amazon
List of deductible medical expensesHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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
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Season Two, Episode Eight - How Much Does a Single Person Need to Retire in Canada
Resources Mentioned in the ShowCheapest Places to Live in Canada
Could You Retire on 300 dollars a Month
Travel the World for a YearHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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
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Season Two, Episode Seven - Avoiding the Financial Mistakes of Divorce
Guest: Bettina Plendl, Financial Divorce StrategistHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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
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Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second MarriageResources
⚡ Webinar with Stefa Katamay, Next in Life: The Real Questions to Ask Before You Retire
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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. Use your TFSA is for any windfalls you may receive
3. Keep track of your contributions and withdrawals
4. Understand the residency requirements
5. Make your spouse a successor holder, not a beneficiary
Resources
How do your TFSA contributions compare to other Canadians your age?https://www.theglobeandmail.com/investing/markets/inside-the-market/article-a-peek-into-the-tfsas-of-the-nation-average-account-sizes-for-all-ages/
CRA Tax Free Savings Account Guide
https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4466/tax-free-savings-account-tfsa-guide-individuals.html
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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 GuestAntonia 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 www.antoniamedeiros.com
Show Resources
Five Signs You Are Struggling With Saying No
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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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 the financial magazine with her effective financial advice and her quick ability to pick up on stories that provide real value to Canadians.
Lisa is one of those individuals who was ahead of the game. She was an active saver in her 20s. But even she would have done a few things differently. Come and listen in as Lisa and I talk about "What I Wish I had told my 20-year-old Self About Money?"
Our GuestLisa Hannam, Executive Editor of MoneySense has been a leading force in the success of the financial magazine with her effective financial advice and her quick ability to pick up on stories that provide real value to Canadians.
Five Money Fears From Childhood—And How to Overcome ThemFinding Balance: Q&A with author Andrew HallamThinking of taking a break from work after COVID? Here’s what to knowSnowball Vs. Avalanche: Which Debt Payoff Method Is Best
ArticlesHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Hosted by Glory Gray of Glory Gray Wealth Solutions
How are you sabotaging yourself and keeping yourself from reaching your greatest potential? Are you sitting around feeling that something just isn’t right? Do you believe there is more to life than just existing? There have been many studies done that show, no surprise, a lack of money can be a huge stressor in our lives.
Come listen in as I speak with Denise Belisle on how to stop the self-sabotage. Denise Belisle is a Certified Mental Fitness Coach of Positive Intelligence. Her business is called In Motion Coaching.
Blog Post
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SHOW RESOURCES
Denise Belisle | In Motion Coaching
Listeners can go onto Denise’s website, click on “Get Started by Doing Your Saboteurs Assessment” and find your top saboteurs.
List of Saboteurs
Positive Intelligence
Shirzad ChamineHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Stories from the Trenches: What My Clients Have Taught Me | Women's Wealth Canada Podcast
Hosted by Glory Gray of Glory Gray Wealth Solutions
Learn from women who have retired or are nearing retirement about what they wish they had known before making this life-changing decision. Whether you're just starting out or are already in retirement, these insights will be invaluable.
00:00:28 Overcoming Financial Challenges: Hear from 3 Inspiring Women
00:01:09 Glory: Hard Rocker to Financial Advisor for Canadian Women
00:02:58 Robin: Breaking Free from the Home Rental Trap
00:04:38 Jenny: Be the CEO of your Own Life
00:05:47 Brenda: I Had it All. Then my Husband Died
00:06:55 One Last Story: A Story of Courage and HopeHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Hosted by Glory Gray of Glory Gray Wealth Solutions
Wishing you and yours a wonderful festive season! We'll be back for more Women's Wealth Canada episodes in 2022. Happy Holidays!Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Hosted by Glory Gray of Glory Gray Wealth Solutions
What ONE change to your diet can you make that will make a big difference to your health?What diet is right for you?Life is busy! How can you make eating healthy easy?What are some smart snack choices?
All the money that we saved to live a great retirement will be worth nothing if we don’t have our health. With that in mind, I’m excited to welcome today’s guest, Charlotte Crowley, Registered Holistic Nutritionist and yoga instructor. We'll discuss:Resources in this episode:
Healthy recipes from the Canada Food Guide
Charlotte's website
Email CharlotteHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Hosted by Glory Gray of Glory Gray Wealth Solutions
Top ways retirees can save on taxesLittle known tax credits you can take advantage ofAvoiding OAS clawbackImportant tips especially for women
In this episode, we'll cover some top tax tips to get you ready for year end.Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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Hosted by Glory Gray of Glory Gray Wealth Solutions
Do you even need a financial advisor?How to make 2.73 times MORE moneyFinding the right advisor for you
In this episode, we peel back the complicated layers of finding financial advice in Canada.Resources in this episode:
The Gamma Factor and the Value of AdviceHosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application FormWebsite: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory GrayMusic
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.All content © 2024 Glory Gray.
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