Your Life and Money

Welcome to "Your Life and Money," where financial planning isn't just about numbers—it's about your life. I'm Brad Smith, joined by Tim Borody, and in each episode, we share real stories of people who've used life-centered planning to achieve their goals and dreams. Today, as we approach the end of 2023, we're diving into the topic of New Year's resolutions and goal-setting. But we're putting a tw...

Welcome to "Your Life and Money," where financial planning isn't just about numbers—it's about your life. I'm Brad Smith, joined always by Tim Borody, and in each episode, we share real stories of people who've used life-centered planning to achieve their goals and dreams. Today, we're diving into the holiday season, reminiscing about our own childhoods, and exploring the joy of generosity, a topi...

Life and Money Unveiled: Navigating the Estate Planning Maze Welcome to "Your Life & Money," the podcast where financial planning is not just about numbers; it's about your life. I'm Brad Smith, joined by Tim Borody, and in this episode, we unravel the complexities of estate planning with special guest Dawn Phillips-Brown, a seasoned lawyer from Madorin, Snyder in Kitchener, Ontario. In this i...

Navigating Financial Markets and Building a Resilient Portfolio with Ian Goodman Welcome to "Your Life and Money," where we believe that financial planning is not just about numbers; it's about your life. In this episode, we're excited to have Ian Goodman, a senior portfolio manager with Watermark Private Portfolios, sharing his insights on building a resilient investment portfolio and navigating...

Navigating Wealth Transfer & Family Harmony Welcome to "Your Life & Money: Navigating Wealth Transfer & Family Harmony," a podcast where we dive into the art and science of passing on your legacy with wisdom. Hosted by Brad Smith and Tim Borody, we believe financial planning is more than just numbers—it's about aligning your money with your values. In each episode, we share real-life s...

Timing and Title: Navigating Wealth Transfer Decisions Welcome to "Your Life and Money," where we believe financial planning is more than just numbers—it's about aligning your money with your values and priorities. I'm Brad Smith, always joined by Tim Borody. In this episode, we dive into the crucial decisions of timing and title when it comes to wealth transfer. We'll share stories of individuals...

Navigating Wealth Transfer: Treasures, Wisdom, and Unique Treatment Welcome to "Your Life and Money," where we believe that financial planning is not just about numbers; it's about your life. I'm Brad Smith, joined as always by Tim Borody. In each episode, we'll be sharing stories from real people who have used life-centered planning to achieve their goals and dreams, along with expert advice. Fir...

Welcome to "Your Life and Money," the podcast where financial planning isn't just about numbers, it's about your life. I'm your host, Brad Smith, joined as always by Tim Borody. In each episode, we share stories from real people who've used life-centered planning to achieve their dreams and offer practical advice. We believe that financial success is about aligning your money with your values and...

Your Life and Money: Unpacking Your Wealth Languages Welcome to "Your Life and Money," where we believe that financial planning is not just about numbers; it's about your life. In this episode, hosts Brad Smith and Tim Borody dive into a fascinating topic: unpacking your wealth languages. They share real stories of people who have achieved their goals through life-centered planning and offer valua...

Life-Centered Planning: Navigating the High-Interest Rate Environment with Special Guest Julia Bernier Welcome to "Your Life and Money," where we believe financial planning isn't just about numbers, but about aligning your money with your values and priorities. In this episode, join hosts Brad Smith and Tim Borody as they share inspiring stories of real people achieving their goals through life-ce...

Achieving Clarity and Confidence: Stories of Life-Centered Financial Planning Welcome to "Your Life and Money," where financial planning goes beyond numbers and focuses on your life. In this episode, hosts Brad Smith and Tim Borody share inspiring stories of real people who have used life-centered planning to achieve their goals and dreams. They discuss the importance of aligning your money with y...

Life Transitions and Financial Lifelines: Navigating Your Financial Future Welcome to "Your Life and Money," where financial planning goes beyond numbers and aligns with your values and priorities. Join hosts Brad Smith and Tim Borody as they share inspiring stories of real people who have achieved their goals through life-centered planning. In this episode, they delve into the various life transi...

Join Brad Smith and Tim Borody on "Your Life and Money" as they explore the complexities of financial planning and how it intersects with personal growth. Discover practical insights and expert advice to gain clarity, contentment, and fulfillment in your financial decisions. Understand a life planner: Recap the purpose of the life center planner hat and how it brings structure to your financial ch...

In this episode of "Your Life and Money," Brad Smith and Tim Borody discuss the concept of life-centered planning with Mitch Anthony, the co-founder of Life-Centered Planners and Return on Life Advisors. Life-centered planning is a new approach to financial planning that focuses on helping individuals achieve their goals and live a fulfilling life, rather than simply accumulating wealth. Anthony a...

Hosts Brad Smith and Tim Borody discuss the concept of life-centered planning and how it differs from traditional retirement planning. They emphasize the importance of focusing on what is truly important to individuals rather than just a financial number. They also highlight the shift in mindset towards enjoying life more along the way rather than solely focusing on retiring at a certain age. Thro...

In the first episode of "Your Life And Money," hosts Tim Borody and Brad Smith give listeners an inside look into the history of Advice First Wealth. They begin by sharing their own personal stories and experiences in the financial industry, revealing how they came to create their own financial planning firm. Brad shares his journey from working in a trust company in the early 90s to becoming an i...

Welcome to "Your Life And Money," the podcast where we discuss Life Centered Planning and how it can help you get the best life possible with the money you have. Join hosts Tim Borody and Brad Smith as they share stories and provide expert advice on how you can achieve your financial goals and create a life that you love. With a variety of topics and stories, this podcast is perfect for anyone loo...