Living Richer Podcast

Living Richer Podcast Flier

Feeling confident about where you are and where you’re going is an important part of your financial journey. That’s why we make every effort to ensure our clients have both the knowledge and tools to invest, budget wisely and avoid common mistakes. Our Living Richer Podcast is one of those tools. In this podcast, Mark explores various personal finance topics and breaks them down into easy-to-understand terms. Have a listen.

Title
Playback

Episode #18: COVID-19: What to do if you’re laid off

In this episode of Living Richer, Mark covers the important steps to take if you are laid off, covering topics such as: what to ask your employer, how severance works, what to do about pensions, group RRSPs and insurance, and how to access government assistance. If you or someone you know has recently been laid off, have a listen to this podcast and download our eBook, which is packed with valuable information.


Episode #17: Has COVID-19 impacted your insurance?

In this episode of Living Richer, Mark welcomes estate planning specialist, Greg Jizmejian to answer important questions about how your insurance may be impacted by COVID-19. Among other things, they discuss what to do if you’re having trouble paying your premiums; how to go about getting insured now and whether you need to worry about your existing policies.


Episode #16: Why You Need A Power of Attorney Now

In this episode of Living Richer, Mark talks to Janet Mason, VP, Sr. Trusts and Estates Counsel at Raymond James about Powers of Attorney: What they are, how they work, why you need one and how to get it done.


Episode #15: Six Things You Should Know About RRSPs.

Did you know you can use your RRSP to help pay for your first home, or finance your education? These are just a couple of strategies to make your RRSP work harder for you. In today's episode of Living Richer, I'll explain six ways you can leverage your RRSP to help build your wealth and save money.


Episode #14: Eight important financial actions to take before 2020.

December is a busy time of year but there are a few simple actions I recommend you make time for to set yourself up financially for 2020. In this podcast I will break down the eight most important financial to-do's before the new year.


Episode #13: Vince Murton talks planning tips and mistakes to avoid.

In this episode of Living Richer, Vince Murton, Vice President of Longevity Planning at Raymond James Ltd., takes us through the three critical components of a financial plan, a realistic approach for budgeting in retirement and the two biggest mistakes people make when planning for the future.


Episode #12: Five Tips for Getting Started on your Financial Journey

When you first start making money, it’s exciting to have the independence to choose how you want to spend it. But, there are some key things you need to know, and do at this early stage to set yourself up for success. On this episode of Living Richer, I’ll take you through the top five things I believe you should do to achieve financial independence.

Five Tips for Getting Started on your Financial Journey


Episode 11: Money and Relationships: What’s all the fighting about?

Studies show that money problems are a leading cause of divorce. On this episode of Living Richer I am joined by my wife Robin Shimkovitz, a certified life coach. Together we’ll explain why it is so important to have open and honest discussions about money. We’ll take you through a case study of a real couple we helped and we’ll give you practical tips so you can start your own conversation with your partner.

Financial Questions for Couples – A Discussion Guide


Episode 10: The four best ways to use your tax refund.

In this episode of Living Richer, I will tell you my advice on how you can best use your tax refund to help you reach your financial goals.


Episode 9: Lessons from my Mentor

In this episode of Living Richer, I share with you the top lessons I have learned from the world’s best investor – Warren Buffett. His advice is pretty simple and definitely worth a listen for any investor.


Episode 8: How to get out of Debt

This podcast is for anyone who wants to better understand debt or is struggling to get out from under it. I'll take you through the steps you need to take to put a successful plan into action.


Episode 7: Understanding Registered Accounts: From RRSPs to TFSAs, RRIFs and more

In this episode of the Living Richer Podcast I discuss everything you need to know and do when it comes to registered accounts. Learn key strategies to save on taxes, get free money and grow your wealth.


Episode 6: Using a budget to build your wealth faster and spend more freely

In this episode of Living Richer, I’ll explain what a zero-based budget is and how it will help you build your wealth faster, while spending more freely. I’ll take you through the exact steps you need to follow to create and put into action your own zero-based budget.

Your Detailed Budget Worksheet


Episode 5: How to Design an Investment Portfolio

In this episode of Living Richer, I’ll take you through the steps in designing an investment portfolio and the important role diversification plays in reducing risk.


Episode 4: New Year's Edition

In this special New Year’s episode, I’ll take you through my 12 resolutions to help get your finances on track for 2019.

12 Financial Resolutions for 2019


Episode 3: Financial Discovery

In this episode, I’ll explain how to accurately evaluate your current financial situation, identify the financial requirements of where you want to go and then create a realistic strategy to get there.

Inflation Calculator | Your Detailed Budget Worksheet


Episode 2: Goals Discovery

This episode explores the first steps in getting started on your financial plan. I’ll take you through the first part of our discovery process and explain how you can get a better understanding of your goals and priorities through a values map exercise.

Values Map


Episode 1: Living Richer Introduction

In this premier episode of Living Richer, you’ll hear a little bit about who I am, why I started this podcast and what to expect in future episodes.

Simon Sinek TED Talk: Start with Why