Conversations on wealth

Discussions on today’s strategies for tomorrow’s prosperity
 

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 GMP, 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.

Interested in learning more about these critical topics or accessing related information?

Visit our online resource Insights, which is regularly updated with useful information. You can always reach out to your Richardson GMP Advisor with any questions.

Episode 4

Widowhood

Those experiencing widowhood are often faced with a difficult balancing act: the need to be independent, to be social, and to surround yourself with trusted individuals.

In Episode 4 of Conversations on Wealth, Sarah Widmeyer talks with Maureen Glenn, Vice President of Tax & Estate Planning at Richardson GMP, about the importance of gaining independence in your financial situation to prepare for all eventualities as you age, including widowhood. They offer some ideas and strategies to prepare for the unexpected, so those initial urgent decisions don’t get lost in the fog.
 

Transcript


Episode 3

Behavioural finance

Investing is a highly emotional endeavor given it relates to our future wellbeing. The question is, can you recognize when your biases are negatively impacting your investment judgement?

In Episode 3 of Conversations on Wealth, Sarah Widmeyer speaks with Chief Investment Officer Craig Basinger to learn about some common investment biases, what to be aware of when investing and, most importantly, what kinds of decision-making processes to avoid as an investor.
 

Transcript


Episode 2

Perspectives on aging – Part 2

Sarah Widmeyer is joined once more by Matt Del Vecchio, a Certified Professional Consultant on aging and a life-transition specialist who founded the company Lianas. Continuing their discussion on aging Canadians, Sarah and Matt emphasize the connection between health and wealth, and the importance of making key decisions earlier when you’re considering transitioning from your current home.
 

Transcript


Episode 1

Perspectives on aging – Part 1

Sarah Widmeyer sits down with guest Matt Del Vecchio, a Certified Professional Consultant on Aging and a life-transition specialist who founded the company Lianas.

Sarah and Matt discuss challenges faced by adult children, in particular, some of the cognitive and physical warning signs that adult children should consider, as well as the harsh reality of caregiver stress. Listen to their tips and strategies on navigating the transition of aging parents from a family home.
 

Transcript