Dawn Luhning
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Happy Easter to all!I'm discussing various investment vehicles, Critical Illness coverage, and changes from the Federal Budget that affect certain accounts. I hope you enjoy!~ DawnContact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681
Let's get a quick update on the markets and then I discuss some topics around investment and estate planning. You are never too young (or old) for many of these strategies. Enjoy! ~ DawnContact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 3
10 things you need to think about this RRSP season;First time home buyer? - you could maybe win 💲8k !;Who might your Trusted Contact Person be?;You don't have to deal with your bank; you can choose me 😉Enjoy!~DawnContact Dawn: Email dawn@dls
I fill you in on my holidays and we will cover RRSPs, TFSAs and discuss Critical Illness insurance. I hope you enjoy!~ DawnContact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! �
A final podcast for 2022. We will touch on TFSAs and RRSPs and more. Thank you for listening to MoneySmart!Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! 💲
We discuss the markets (still), year-end strategies, insurance products that will help you play defense in your financial plan, and other topics. (about 38 mins long)Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Than
I'll be back to my regular schedule for postcasting. I hope you all had a great summer. Lots of things to discuss this episode!Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smar
All topics on this episode discuss the recent market volatility and how to handle all of this. Buckle up!Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! 💲
Let's talk about the markets, current headlines, interest rates and more!Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! 💲
I discuss various topics on this episode; a little bit of something for everyone.Guarantee advantage is a great investment for this volatility we are currently in; do you know the differences between succcussor annuitant vs beneficiaries, credi
With the recent war being waged against Ukraine by Russia, I have focused on the markets and how you, as a client, can handle the volatility and stay calm and fearless during these uncertain times. Contact Dawn: Email dawn@dlsolutionsforyou.co
On this episode I talk about many issues around the banks and the relationship many clients have with them. We talk about creditor insurance, investments at the bank and probate issues that often pop up when dealing with the bank.All of this sh
We talk about RRSP and TFSA season and also RRSP insurance. Exciting stuff!Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! 💲
This is my last podcast for 2021. Short and sweet. Be well and enjoy! Thanks so much for listening.Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! 💲
I look at cryptocurrency, the markets, and issues to look for surrounding income in retirement when your spouse/partner passes away...Vacation and podcast update heading into 2022.Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681
We explore the basics of these three accounts and some year end strategies to employ to maximize each. Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 Thanks so much for listening. Be Money Smart! 💲
This is a special pod. I interview my friend Jessica McNaughton, co-founder and CEO of MemoryKPR and we talk about how this should be a part of your estate planning. I also am doing a giveaway, and talk briefly about travel insurance, and other
Part 2 of my conversation with Deborah Debas with Desjardins Wealth Management as well as an update on the mask restrictions for my office and other info, and I summarize how you can supplement your group disability plan with a slick personal l
I interview Deborah Debas with Desjardins Wealth Management to discuss socially responsible investing; we move to strategy #6 in retirement tax planning solutions and if you're a SunLife insurance policy owner, you'll be interested to hear what
We are halfway through the retirement strategies!I interview Ron Pugsley, Account Executive with Empire Life and we discuss the importance of protecting your investments from a cancer diagnosis (or other illness)RESPs and tips to invest in a so
We take a look at topic #4 in Retirement Tax Planning Strategies, the benefits of joint ownership in certain circumstances, monthly savings plans and a marketing update.Contact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 306.681.8045 📱 T
Hear about more retirement tax planning strategies, how TFSAs are handled when someone passes away, how to choose a financial advisor and an update on summer "office" hours/vacation timeContact Dawn: Email dawn@dlsolutionsforyou.com 📧 Text: 3
I review the Bank of Canada holding steady on the overnight rate and we are reviewing the #2 strategy out of 10 for retirement. You can use your RRSP to buy your first home and I'm giving away gift cards to support local businesses.Contact Dawn
So many topics on this May long weekend. And I start a series of retirement tax strategies. This podcast includes strategy #1 and there are 10 strategies I will highlight over the next while. Enjoy! :)Contact Dawn: Email dawn@dlsolutionsforyou
In this episode, I talk about where to keep your important documents, playing defense in your financial plans, RRSP and RRIF tax consequences, and how to maximize your returns if you are used to investments that guarantee your capital.Contact D
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