mattersbeyondwealthrbc
Matters Beyond Wealth
Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.
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mattersbeyondwealthrbc
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Latest episode
Apr 15, 2026
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Episodes
Estate planning tips that can help protect LGBTQ+ individuals 06.06.2023 18:25
Estate and incapacity laws can treat and impact the LGBTQ+ community differently than those outside of that community.
The family cottage: managing inheritance of an emotionally tied property 23.05.2023 17:19
Explore the emotional complexities of passing down a family cottage, plus strategies to help prevent family feuds and leave a harmonious legacy.
Leaving a lasting legacy for your kids and grandkids 09.05.2023 18:18
Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics
Six steps to help keep your brain healthy 25.04.2023 22:13
Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy
Strategies for caregivers to avoid burnout 11.04.2023 16:09
Tips to deal with the challenges and uncertainty of caregiving
Do you have a trusted contact person? 28.03.2023 16:24
Learn the difference between a trusted contact person and power of attorney, and why you should have both.
Those with special needs, need special planning 14.03.2023 19:57
Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.
How family dynamics can impact your estate plan 28.02.2023 20:27
Learn why your family dynamics are important when choosing an executor, passing down belongings and more
What is gendered ageism? 14.02.2023 25:42
Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.
Would you create a digital Will? 31.01.2023 16:25
The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?
The race to deal with dementia in Canada 17.01.2023 22:01
Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.
Rethinking insurance in your estate planning 03.01.2023 16:17
How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind
Contentious estates 20.12.2022 23:36
Learn what can happen to your executor and beneficiaries when settling an estate goes wrong
Are trusts dead? 06.12.2022 20:01
Learn what a trust is and three reasons to consider them as part of your estate planning
What is probate and can it be avoided? 23.11.2022 15:49
Learn how you can avoid probate of your Will to benefit your beneficiaries and executors
Planning for life beyond 100 09.11.2022 12:56
Maintaining financial security up to age 100 requires long-term planning for health care and living costs.
Aging at home safely and securely 27.10.2022 18:53
Learn how aging at home is possible with proper planning for your everyday needs and living space.
Incapacity: Do you know if family decides for you? 14.10.2022 16:30
Find out what happens and how to prepare for when you can no longer make your own decisions.
Plan for incapacity: Protect yourself with powers of attorney 28.09.2022 13:16
Powers of attorney for property and care are essential. Find out what can happen if you don’t have them.
Create a lasting legacy through charitable giving 28.09.2022 15:31
There are many ways to give to make a real and lasting impact, now and in the future.
Where there’s a Will, there’s a plan … sometimes 28.09.2022 17:09
Daniel Goldgut and Arin Klug, co-founders of Epilogue Wills discuss the importance of having a Will and a power of attorney in place.
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