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Episodes of WealthBeing
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In 2022, WealthBeing is bringing you conversations about what matters most when it comes to your finances. You'll hear new discussions of topics that will help you thrive, and updates to a few of conversations we're revisiting so that you can g
In 2022, WealthBeing is bringing you conversations about what matters most when it comes to your finances. You'll hear new discussions of topics that will help you thrive, and updates to a few of conversations we're revisiting so that you can g
THIS WEEK: When Travis' client was making final arrangements, he wanted to be sure that his estate would remain uncontested among his estranged children. This tricky situation is all too familiar to our co-hosts. Tune in to hear what advice the
THIS WEEK: It's never a bad time to come into some money, right? It depends on who you ask and what you decide to do with it. Sheena shares the story of a client who was receiving a transfer of wealth and our hosts examine the options for both
They're always lurking behind the corner, waiting for the next upset or event to leap into the news and wreak havoc on our thinking about financial markets. Recessions are inevitable, and this week our co-hosts, Kevin, Sheena and Travis, are th
THIS WEEK: Sometimes we think of bankruptcy as cleaning the slate of our financial problems, but re-creating your financial health afterward isn't always straightforward. Listen to hear what happened for a member who needed Kevin's help to borr
THIS WEEK: When new clients came to Travis for advice about how to lower their investment risk, they uncovered a potentially large tax hit for capital gains if they were to dump the undesirable investment - as well as impact on their Old Age Se
Is it possible that all those laps you ran and penalty shots you took have helped you manage your money? Even if you weren't team captain or even on the playing field, today's conversation with Dixon Ward, VP of the Okanagan Hockey Group and ex
THIS WEEK: One of the most unexpected costs of buying a home for those new to BC recently cause a drastic change of purchase plans for an Okanagan family. Sheena had to create a new longer-term, lower-budget plan to get this dream home deal don
We've all heard the story of someone who cashed in their home equity for a large sum of money - but how wise is that decision for you? Maybe you've already gotten into the cycle and need some advice to juggle your payments. We're excited this w
THIS WEEK: There are many strategies you can use to minimize your taxes with an RRSP - but some are risky business if you get caught relying too much on this single investment tool. Kevin was faced with this conundrum with a credit union member
THIS WEEK: There comes a time when you're ready to clock-out of your career for good. But what if you have to take a financial compromise to start your golden years? This week, Travis tells us about his client who wanted to retire early and the
It could be on your mind right now. One (or more) of the same questions that people are seeking answers for online. So, this week on WealthBeing™ our co-hosts are cutting straight to the facts. We’ll reveal what you need to know about 10 common
Many of us support local business with our everyday spending, but what about investing here in Canada? On WealthBeing™ this week, our co-hosts are having a Canada Day conversation with John Bai, Chief Investment Officer at Aviso Wealth, about t
It’s said that the best dollar earned is a tax-free dollar, but what does what mean when it comes to gratuities, side hustles and flipping assets? In this week’s episode of WealthBeing™, Kevin, Sheena and Travis settle in to hear from Accountan
THIS WEEK: If you’ve created a business, you’re probably great at managing the day-to-day. How about what’s going to happen in the distant (or not-so-distant) tomorrow when it’s time to retire? It was time for one of Sheena’s clients to transit
If being in good financial health was as easy as having the right spreadsheet, we’d never have to worry about the next credit card bill or keeping up with a car loan. But life – and our own habits - seem to get in the way of our good financial
It’s easy for your vehicle to go from necessity to status symbol. But letting a purchase, dealership, or abundance of maintenance costs over-stretch your budget will only lead to a financial collision. This week, our Kevin, Sheena and Travis in
THIS WEEK: What happens with your money and assets late in life? There are probably more factors to consider than at first glance. That was the case for one client who, when widowed, worked with Travis to make sure their lifestyle and legacy we
More than half of the Canadian investors that you know are likely making vales-based choices. Responsible Investing (RI) is taking off in Canada and we wanted to know why. This week, our co-hosts chat with Yufei Man, Director of Asset Allocatio
THIS WEEK: People often associate retirement with asset accumulation, but a strong personal balance sheet isn’t always enough to manage day-to-day expenses. For one couple in their late 70s, the challenge of paying off debt with limited retirem
THIS WEEK: People often associate retirement with asset accumulation, but a strong personal balance sheet isn’t always enough to manage day-to-day expenses. For one couple in their late 70s, the challenge of paying off debt with limited retirem
Earth Day 2021 has our co-hosts thinking about the impact our financial habits on environmental protection and sustainable living. We invite Alex Brocklebank, Island Savings Branch Manager and member of First West Young Leaders, to talk about b
THIS WEEK: There comes a time when every business owner wants to retire and enjoy the fruits of their labour. But for one couple, the decision to sell their business put them at risk of the taxman taking 50% of their profits. Our experts share
Without a financial crystal ball (we’re still waiting for ours), it can be hard to evaluate all the pros and cons of how to use your money. But one thing we can predict is that by minimizing risk you’ll have a healthier financial plan. This wee
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