Podcasts
Tax Planning for Canadians: Are You Overpaying the CRA?
Everyone has to pay their fair share, but the CRA is never going to send you a note reminding you to claim your medical expenses or charitable donations. The more assets you hold — and the more places your income comes from — the more that silence costs you. In this episode of the Elevated Wealth Podcast, CERTIFIED FINANCIAL PLANNER professionals Karen Erickson and Kayla Caruana explain how proactive tax planning helps affluent Canadian families minimize unnecessary tax liabilities, and why your accountant and your financial planner do two very different jobs.
Do I Actually Have Enough to Retire?
It's a question Karen Erickson and Kayla Caruana hear often: do I actually have enough to retire comfortably and what does "comfortably" even mean?
In this first episode, CERTIFIED FINANCIAL PLANNER professionals Karen Erickson and Kayla Caruana break down retirement readiness and income planning, starting with the exercise anyone can do at the kitchen table: look at what you spend now, and decide what carries into retirement. From there they cover base monthly retirement expenses, how to budget for the big stuff (travel, vehicle upgrades, the new set of golf clubs), and why the answer looks completely different for someone camping and fishing close to home than for someone planning to stand on the Great Wall of China.
The Living Market podcast with host Philip Petursson
Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Listen on:
A Wealth of Women’s Stories
Join award-winning entrepreneur and Dragon‘s Den Co-Host, Manjit Minhas to hear stories of empowerment, breakthrough, and perseverance shared by inspirational women from all walks of life. Manjit and guests will discuss and explore topics that impact the lives of anyone who identifies as a woman. Listen on:
