Women's Wealth Canada

Just this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform. It seems appropriate that we are looking at ways that you can protect yourself from investment scams.  We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught...

We are starting Season 3 - be sure to subscribe so you don't miss any of our top tips for financial fitness. In this episode, we are looking at recent changes made to home buying that make it even easier for first-time buyers.  Plus, we've got some top tax tips for 2023 that you won't want to miss! See you inside -------------- Season Three, Episode One -  Looking to Buy a First Hom...

This month on the Women's Wealth Canada podcast, we are continuing to explore how your relationship status affects your retirement planning.  Over the past few episodes, we have looked at both remarrying and divorce - but what if you are single?  You may be asking yourself, " exactly how much do I need to retire as a single person in Canada? " See you inside -------------- Season Tw...

In our last episode, I explored how remarrying later in life can impact your financial situation and decisions.  Today, we will explore another change you may be facing ... divorce.  If you (or a friend) are contemplating, in the middle of, or just curious about how divorce can impact you financially, then this episode is for you.  I'm talking with Bettina Plendl on how to avoid the Financial...

Are you entering into a second marriage later in life?   Merging households, blending families, and planning how to combine and consolidate finances can be complicated.   Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship.   See you inside -------------- Season Two, Episode Six - The Secon...

This week I am focusing on TFSA's and clearing up some common misunderstandings to help you ensure you maximize the benefits you achieve from your investment portfolio. One of the most common questions I get as a wealth advisor is: “Which type of retirement account should I put my money into…an RRSP, which is a Registered Retirement Savings Plan, or a TFSA, which is a Tax Free Savings Account...

Hosted by Glory Gray of Glory Gray Wealth Solutions Do you ever find yourself saying “yes” when you really want to say “no”? In this empowering conversation, Glory sits down with Antonia Medeiros to talk about how setting clear financial and emotional boundaries can help women protect both their peace and their prosperity. You’ll discover: How emotional triggers influence financial decisions Ways...

Earlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life.  But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe t...

Hosted by Glory Gray of Glory Gray Wealth Solutions How are you sabotaging yourself and keeping yourself from reaching your greatest potential? Are you sitting around feeling that something just isn’t right? Do you believe there is more to life than just existing? There have been many studies done that show, no surprise, a lack of money can be a huge stressor in our lives. Come listen in as I spea...

Stories from the Trenches: What My Clients Have Taught Me | Women's Wealth Canada Podcast Hosted by Glory Gray of Glory Gray Wealth Solutions Learn from women who have retired or are nearing retirement about what they wish they had known before making this life-changing decision. Whether you're just starting out or are already in retirement, these insights will be invaluable. 00:00:28   ...

Hosted by Glory Gray of Glory Gray Wealth Solutions Wishing you and yours a wonderful festive season! We'll be back for more Women's Wealth Canada episodes in 2022. Happy Holidays! Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽...

Hosted by Glory Gray of Glory Gray Wealth Solutions A ll the money that we saved to live a great retirement will be worth nothing if we don’t have our health. With that in mind, I’m excited to welcome today’s guest, Charlotte Crowley, Registered Holistic Nutritionist and yoga instructor. We'll discuss: What ONE change to your diet can you make that will make a big difference to your health? W...

Hosted by Glory Gray of Glory Gray Wealth Solutions In this episode, we'll cover some top tax tips to get you ready for year end.  Top ways retirees can save on taxes Little known tax credits you can take advantage of Avoiding OAS clawback Important tips especially for women Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth A...

Hosted by Glory Gray of Glory Gray Wealth Solutions In this episode, we peel back the complicated layers of finding financial advice in Canada.  Do you even need a financial advisor? How to make 2.73 times MORE money Finding the right advisor for you Resources in this episode: The Gamma Factor and the Value of Advice Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questio...

Hosted by Glory Gray of Glory Gray Wealth Solutions Our home is often our biggest asset. But it can be hard to access that value when we need cash.   Rita Cousins of the Cousins Mortgage Team at Mortgage Architects is here to help you find ways to squeeze money from your home! What's the difference between a Reverse Mortgage and a HELOC? The one thing Rita recommends we do BEFORE we retire. H...

Today we want to mention another great Canadian podcast, "Focus and Freedom for Entrepreneurs," hosted by Val Low.   Val is a digital & efficiency expert who helps entrepreneurs clear the business clutter and thrive. Through her Focus&Freedom™ Method many entrepreneurs have experienced more focus, time and freedom. Val shows entrepreneurs how to calm the overwhelm and distraction...

Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire                https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equa...

Are you at a crossroads and wondering what’s next for you? Well, you’re in luck, because Certified Retirement Options™ Coach, Stefa Katamay, is my special guest today. Join us as we tackle the REAL questions you should ask yourself before retiring.  Why life transitions like retirement should be viewed in five year chunks of time Why do we wait until we’re in our sixties before we seem to hit our...

Want to donate to your favourite charities using the secrets of Canada's wealthiest families? We've got you covered! Today, we're talking with Carol Bezaire, Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments.  In this episode, we'll talk about: Who gives to charities in Canada? What are the tax benefits of giving to charity? How do Charitable Tax...

Does it make more financial sense to Lease or Buy your next new car? Glory tackles this frequently-asked question with guest David Gray (aka Squatch.)  We'll cover these topics: How does a lease work? Do some brands lease better than others? How can leasing help business owners? How can auto accidents affect my trade in value? Is it better to lease or buy a battery/electric powered vehicle? A...

Today, we're wrapping up our series, "A Girl Needs Cash." We’re talking about all the different sources of cash income you can create for yourself to support your lifestyle after the pay cheques of your full-time working years stop coming in. Ways to make money from your own home Uncommon ways to invest in real estate Resources in this episode: Expatistan.com Numbeo.com "Mindfu...

A girl needs cash, and that’s the name of the series we’re continuing today. We’re talking about all the different sources of cash income you can create for yourself to support your lifestyle after the paycheques of your full-time working years stop coming in. Is the stock market just a big casino? How to build a regular monthly pay cheque with dividends Hosted by Glory Gray, BSc Finance, MFA DOWN...

A girl needs cash, and that’s the name of the series we’re continuing today. We’re talking about all the different sources of cash income you can create for yourself to support your lifestyle after the paycheques of your full-time working years stop coming in. How to maintain your sanity when it comes to managing your nest egg How to get a bigger paycheque so you can pay yourself more Hosted by Gl...

A girl needs cash, and that’s the name of the new series we’re starting today. We’ll talk about all the different sources of cash income you can create for yourself to support your lifestyle after the paycheques of your full-time working years stop coming in.  Splitting pension income When should you take CPP income payments? When should you take OAS income payments? Resources in this episode: How...

Our series: Beyond the City Lights: Healthy and Wealthy in a Small Town continues with my interview with Career and Life Transition Coach, Sue Maitland. We discuss: How Sue made a bold move to Victoria, BC Common mistakes people make when considering moving to another town Finding the hidden job market How to network to find your tribe Resources in this episode: Sue Maitland, Certified Life and Ca...