The Financial Long Game

This week, I am joined by Richard Myers, Tax and Estate Planner at Odlum Brown Financial Services Limited, to discuss the proposed changes to the Income Tax Act and the capital gains inclusion rate. We dive into the details: how will this change affect individuals, corporations and trusts? -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https...

Mum’s the word was the norm when it came to the discussion of personal finances growing up. This week I share five financial habits I wish we had talked more about when I was younger. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https://open.spotify.com/show...

Ensure your legacy lasts beyond your long game. Estate Lawyer Isabel Romeral guides us through all you need to know about having a proper will and estate plan in place. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify -  https://open.spotify.com/show/1rHyrg4b5Eq...

Parenthood is a challenging journey, and this week we are discussing the financial aspects. Join us for essential tips on managing finances as new parents, including budgeting for baby expenses and saving for your child's education. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-ga...

Rev up your knowledge with our latest podcast, which discusses some in and outs of purchasing a vehicle. From budgeting tips to navigating the dealership, tune in to make your purchase a smooth ride. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify -  https://op...

Tune in to our podcast where Shelly sits down with seasoned accountant Kapil Nanalal who provides tips and strategies to streamline your tax preparation. Get ready to conquer tax season with ease and ensure you maximize your returns and minimize stress this tax season. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com...

You often hear about expertise and tailored guidance – is it worth the fee for investment advice? Let’s delve a little deeper into the topic of fees and explore some of the different options available to investors. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotif...

Have you heard of the Magnificent 7? This week, Odlum Brown’s Executive Vice President and Director, Investment Research, Murray Leith joins me to talk about all things Magnificent 7. Tune in to hear Murray’s outlook on these stocks and what makes them just so magnificent.  -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple....

Finding the right mortgage can be similar to finding the perfect partner – take your time, do your research and seek expert advice. Mortgage Specialist Laura Stein shares her valuable insights on securing the ideal mortgage tailored to your needs. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financ...

The legacy you leave has the power to impact future generations. Elissa Ming Morrissette, Vice President, Development at BC Cancer Foundation, and I discuss how you can impact future generations through will and estate planning. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-game/id172...

Jet set your wealth: Your passport to savvy spending while exploring the world. This week, we talk all things travel with adventure expert Robin Esrock, author of The Great Canadian Bucket List . -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify -  https://open.s...

The FHSA, TFSA and RRSP are powerful savings tools. Tune in to learn more about how to maximize your tax-free savings potential. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksN Amazon Music - https://music.am...

Join Shelly and guest Steven Zicherman, well-regarded Odlum Brown Equity Analyst, as they discuss artificial intelligence. Learn about the origins, uses and future prospects of AI. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https://open.spotify.com/show/1r...

When it comes to investing, learn to follow your head and not your heart. Tune in to learn 5 common mistakes investors make by letting their emotions get the best of them. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https://open.spotify.com/show/1rHyrg4b5Eq...

Guest Cst. Courtney reveals the new reality of cyber fraud in a tech-driven world. Learn how to spot some of the red flags, how to protect yourself and what steps to take if you accidentally make the wrong click. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify -...

Let’s kickstart your Financial Fitness journey! Tune in for 5 actionable ideas to get your new year started off right. This episode will help shape your wealth goals, and build a stronger financial future. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https:/...

Budgets and goal setting for finances can be boring, yet necessary. Whether new to investing, or a seasoned pro, join Shelly Appleton-Benko as she talks about goal setting and establishing your financial “buckets” to streamline the process and get started on checking off those short term and long term goals. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple...

Get ready to level up your financial literacy! The first episode of The Financial Long Game is live now!