Conversations on Wealth
Richardson Wealth
Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management. Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.
Categories: Education
Listen to the last episode:
Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax. Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions: - What life transitions might trigger the need to look at our will again? - What should we be looking at when we review our will? - What should we know when it comes to legislation changes around succession and tax laws?
Previous episodes
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43 - When should you review your will? Wed, 10 Apr 2024
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42 - How To Get Referrals From Centres of Influence Wed, 29 Nov 2023
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41 - How to introduce children to wealth Wed, 08 Nov 2023
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40 - Investing versus trading: navigating the emotional rollercoaster of cyclical markets Wed, 25 Oct 2023
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39 - Maximizing the impact of your charitable giving Wed, 04 Oct 2023
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38 - Tax considerations and strategies when moving out of Canada Wed, 20 Sep 2023
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37 - Tax Strategies Wed, 30 Nov 2022
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36 - Wealth management includes insurance Wed, 16 Nov 2022
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35 - Transitioning a Business Wed, 21 Sep 2022
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34 - Insurance and your wealth Wed, 07 Sep 2022
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32 - Digital strategy at Richardson Wealth Wed, 10 Aug 2022
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31 - Life transitions for caregivers Wed, 27 Jul 2022
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30 - Cybersecurity in an increasingly online world Wed, 06 Jul 2022
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29 - Life transitioning a loved one to a retirement residence Wed, 22 Jun 2022
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28 - Retirement Reimagined Wed, 09 Feb 2022
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27 - You’ve Built An Amazing Business - Now What? Wed, 26 Jan 2022
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25 - Willing Wisdom Wed, 01 Dec 2021
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24 - Women And Brain Wealth Wed, 17 Nov 2021
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23 - Illiquidity Premium And Private Asset Classes Wed, 03 Nov 2021
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22 - Financial Goal Setting Wed, 20 Oct 2021
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21 - Benefits Of Working With A Portfolio Manager Wed, 06 Oct 2021
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20 - Tax Strategies For Snowbirds Wed, 22 Sep 2021
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19 - Empowering People Through Life’s Transitions Wed, 08 Sep 2021
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18 - Transitioning a family business Wed, 25 Aug 2021
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17 - Drive The Value Of Your Company Wed, 11 Aug 2021
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16 - Women Redefining Wealth Management Wed, 21 Jul 2021
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15 - Mental health, the echo pandemic Wed, 07 Jul 2021
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14 - Investing In The 2020s Wed, 23 Jun 2021
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13 - Cybersecurity Wed, 15 Apr 2020
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12 - The value of wealth advice Wed, 25 Mar 2020
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11 - Tax planning Wed, 26 Feb 2020
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10 - Changing how we think about retirement Wed, 12 Feb 2020
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9 - The investment philosophy Wed, 29 Jan 2020
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8 - Insurance: Trust the process Wed, 15 Jan 2020
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7 - Purposeful Planning Thu, 02 Jan 2020
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6 - Change: A constant in the markets Wed, 11 Dec 2019
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5 - Alternative Investments Wed, 27 Nov 2019
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4 - Widowhood Wed, 13 Nov 2019
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3 - Behavioural Finance Wed, 30 Oct 2019
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2 - Perspectives on aging: Part 2 Wed, 16 Oct 2019
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1 - Perspectives on aging: Part 1 Wed, 02 Oct 2019