13 episodes

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.

Conversations on Wealt‪h‬ Richardson GMP

    • Education
    • 4.7 • 12 Ratings

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.

    Cybersecurity

    Cybersecurity

    Sarah Widmeyer, Director, Wealth Strategies, and Scott Stennett, COO & Director, Operations & IT, discuss how Richardson Wealth keeps clients safe from online risks, and what precautions clients can take.

    Disclaimer:
    The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
    Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

    • 21 min
    The value of wealth advice

    The value of wealth advice

    The value of trustworthy wealth advice has become even more important as uncertainty and volatility continue to dominate the landscape. But how do you know if you’re getting the best advice available?
    In this episode, Sarah Widmeyer, Director of Wealth Strategies talks to Mike Ankers, Richardson Wealth’s Director of National Sales, who shares personal stories and outlines the importance of clients making their expectations known, asking lots of questions and demanding accountability.

    Disclaimer:
    The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
    Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

    • 29 min
    Tax planning

    Tax planning

    Thinking about taxes? Effective tax planning should be an ongoing process, rather than a last-minute response at select periods of the year.
    In this episode, host Sarah Widmeyer and Sean Hsu, a Senior Tax Specialist at Richardson Wealth, make the case for comprehensive planning, active management and regular reviews of your tax strategy. Listen here for helpful insight that can help you avoid a potentially large depletion of your wealth.

    Disclaimer:
    The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
    Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

    • 29 min
    Changing how we think about retirement

    Changing how we think about retirement

    What does retirement mean to you? For some, it’s travelling or spending more time with family, while others believe semi-retirement, or a gradual transition from work, best suits them.
    In this episode, host Sarah Widmeyer speaks with Maureen Glenn, Vice President of Tax & Estate Planning, highlighting strategies to ensure you maintain adequate sources of income during retirement. It’s vital to be prepared for this phase – financially and otherwise – so that you continue to enjoy your life, no matter what your definition of retirement is.

    Disclaimer:
    The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
    Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

    • 24 min
    The investment philosophy

    The investment philosophy

    Investing involves more than the often complicated math used to measure outcomes. It all starts with your unique goals – both personal and financial, according to Jamie Price, Director, Capital Markets and Investment Products at Richardson Wealth. In our latest episode, Jamie and host Sarah Widmeyer break down financial jargon to discuss the “investment pyramid,” which lays the groundwork for building a portfolio based on your objectives. Listen now to learn how this tool can help you reach your goals.

    Disclaimer:
    The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
    Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

    • 20 min
    Insurance: Trust the process

    Insurance: Trust the process

    Are you aware of the role that insurance can play in your wealth plan? In this episode of Conversations on Wealth, Sarah Widmeyer, Director, Wealth Strategies, and Jeff Fray, Vice President of Insurance at Richardson Wealth, discuss how Insurance can be used as a tool for creating wealth, transferring assets and developing cost effective, tax-efficient solutions to support business owners, professionals throughout their career, and philanthropic initiatives.

    Disclaimer:
    The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
    Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.

    • 20 min

Customer Reviews

4.7 out of 5
12 Ratings

12 Ratings

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