Matters Beyond Wealth

A thriving cohort of older Canadians is showing how life beyond 100 can be attainable and desirable. To discuss this topic, Leanne Kaufman is joined by Dr. Angela Roberts, PhD, research associate, Western University’s Canadian Centre for Activity and Aging. Related episodes: Exercise as medicine: Can working out help protect us from dementia? Closing the gaps in women’s health research For more in...

The interplay of finance and psychology is changing the way people approach money decisions. To discuss this topic, Leanne Kaufman is joined by Meghaan Lurtz, PhD, Professor of Practice - Advanced Financial Planning and Financial Therapy Certificate Programs, Kansas State University. Related episodes: Strategies to help you prepare for a financial windfall Why estate and legacy planning are a vita...

Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud. To discuss this topic, Tony Maiorino is joined by Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.   Related episodes: What happens to my online accounts and assets after I am gone? Spotting financial elder abuse Tips to help simplify caregiving from a distance For more in...

These considerations can help owners ensure their business is set up for success today and in the future. To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions. Related episodes: Estate planning tips for business owners...

Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.   To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary. Related episodes: The dementia grey area The race to deal with dementia in Canada For more information, visit our  website.  

Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiovascular risk factors. To discuss this topic, Leanne is joined by Dr. Kara Nerenberg, an associate professor and clinician scientist at the University...

Did you know that women are often ignored in healthcare research and can spend more of their lives in poor health?  The Canadian Institutes of Health Research is working to change that. Investing in women’s health research is not just important for our health, it’s important for our economy. To discuss this topic, Leanne is joined by Dr. Angela Kaida, Scientific Director, Institute of Gender and H...

As we look at our aging population in Canada, or even our own aging, there’s an opportunity to think of healthcare a little differently. Most Canadians think of healthcare as what happens when you’re sick. What if we look at healthcare as something that happens prior to being in the emergency room? That’s preventive healthcare. To discuss this topic, Leanne is joined by Dr. Khalil Sivjee, MD, FRCP...

Learn about navigating and recognizing the early signs of dementia in loved ones. To discuss this topic, Leanne is joined by Nancy Carlson, a children’s book author and illustrator. Related episodes: What is considered “normal” memory loss versus dementia?  Strategies for caregivers to avoid burnout The race to deal with dementia in Canada Incapacity: Do you know if family decides for you? For mor...

Taxes can be one of the biggest drains on retirement income. Learn tax-planning strategies to help make your retirement dollars work harder. Related episodes: When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes? Why estate and legacy planning are a vital part of your financial plan For more information on RBC Royal Trust visit our website.

Learn strategies for managing a financial windfall whether that be from an inheritance, selling a business or hitting the jackpot.  Related episodes: Will the changes to the capital gains inclusion rate impact me? What is probate and can it be avoided? Why estate and legacy planning are a vital part of your financial plan The family cottage: managing inheritance of an emotionally tied property For...

RRSPs can trigger significant tax bills if not organized correctly in your estate plan. Learn the important nuances tied to RRSPs and RRIFs in estate planning. To discuss this topic, Leanne is joined by Ali Spinner, partner at Crowe Soberman’s Tax Group. Related episodes: How can my RRSP or TFSA impact my estate? What is probate and can it be avoided? Why estate and legacy planning are a vital par...

Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before. To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI.   Related episodes: Why making a Will is choosing caring over chaos What if I leave my Will to the last minute? How emotions can impact...

Learn how Medical Assistance in Dying empowers Canadians with end-of-life planning and choice. To discuss this topic, Leanne is joined by Helen Long, the CEO of Dying With Dignity Canada. Related episodes: Plan for incapacity: Protect yourself with powers of attorney Incapacity: Do you know if family decides for you? What to know about being someone’s power of attorney Planning for life beyond 100...

Learn elder abuse warning signs and tips to protect aging adults.  To discuss this topic, Leanne is joined by Mélanie Couture, professor at Sherbrooke University. Related episodes:  Spotting financial elder abuse Do you have a trusted contact person? What to know about being someone’s power of attorney What is a dementia village? What is considered “normal” memory loss versus dementia?  Tips to h...

Discover tools to support seniors from afar and ease the emotional burden of long-distance caregiving. To discuss this topic, Leanne is joined by Dr. Adriana Shnall, program director at the Koschitzky Centre for Innovations in Caregiving at Baycrest. Related episodes: Innovative technology for older adults and caregivers Strategies for caregivers to avoid burnout What is considered “normal” memory...

See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year.  To discuss this topic, Leanne is joined by Howard Kabot, vice president of Financial Planning with Family Office Services team at RBC Wealth Management. Related episodes:  What if I leave my Will to the last minute? Why making a Will is choosing caring over chaos Is your cross-border...

Understanding estates, probate, and the role of the executor. To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professional Development at RBC Royal Trust. Related episodes: What are the responsibilities of an executor? What rights do beneficiaries of a Will have? What to know about being someone’s power of attorney What is probate and can it be avoided? Helpful resourc...

Learn about the alarming link between loneliness and chronic diseases in older adults To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women's Age Lab at Women's College Hospital. For more information on RBC Royal Trust visit our website .

Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role. To discuss this topic, Leanne is joined by Clare Burns, partner at the law firm WeirFoulds

We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones

Learn what bare trusts are and if the tax implications apply to you. To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.

Listen in as we explore what beneficiaries can expect from executors during the estate settlement process To discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust

Tell the story of how you lived and want to be remembered by writing your own obituary To discuss this topic, Leanne is joined by Sandra Martin, award-winning journalist, columnist, and contributing writer for The Globe and Mail

Retirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforce To discuss this topic, Leanne is joined by Dr. Shaun Murphy, retired Organizational Psychologist and Management Consultant