Matters Beyond Wealth

mattersbeyondwealthrbc
  • 4.9 (18)
  • EDUCATION

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.

  1. JAN 7

    Financial therapy: The emotional connection to achieving financial wellbeing

    The interplay of finance and psychology is changing the way people approach money decisions. To discuss this topic, Leanne Kaufman is joined by Meghaan Lurtz, PhD, Professor of Practice - Advanced Financial Planning and Financial Therapy Certificate Programs, Kansas State University. Related episodes: Strategies to help you prepare for a financial windfall Why estate and legacy planning are a vital part of your financial plan For more information, visit our website.

    28 min

  2. 2025-10-22

    Are you at risk of a cyber attack?

    Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud. To discuss this topic, Tony Maiorino is joined by Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.   Related episodes: What happens to my online accounts and assets after I am gone? Spotting financial elder abuse Tips to help simplify caregiving from a distance For more information, visit rbcwealthmanagement.com.

    18 min

  3. 2025-10-01

    Five important questions every business owner should answer

    These considerations can help owners ensure their business is set up for success today and in the future. To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions. Related episodes: Estate planning tips for business owners How does a living trust differ from a trust in your Will? Rethinking insurance in your estate planning   For more information, visit rbcwealthmanagement.com.

    18 min

  4. 2025-08-27

    Exercise as medicine: Can working out help protect us from dementia?

    Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.   To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary. Related episodes: The dementia grey area The race to deal with dementia in Canada For more information, visit our website.

    15 min

  5. 2025-07-30

    Can we prevent cardiovascular disease in women?

    Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiovascular risk factors. To discuss this topic, Leanne is joined by Dr. Kara Nerenberg, an associate professor and clinician scientist at the University of Calgary. Related episodes: Closing the gaps in women’s health research Preventive healthcare in Canada For more information, visit our website.

    25 min

  6. 2025-07-02

    Closing the gaps in women’s health research

    Did you know that women are often ignored in healthcare research and can spend more of their lives in poor health?  The Canadian Institutes of Health Research is working to change that. Investing in women’s health research is not just important for our health, it’s important for our economy. To discuss this topic, Leanne is joined by Dr. Angela Kaida, Scientific Director, Institute of Gender and Health at the Canadian Institutes of Health Research   Related episodes: Six steps to help keep your brain healthy Preventive healthcare in Canada   For more information, visit our website.

    29 min

  7. 2025-05-06

    Preventive healthcare in Canada

    As we look at our aging population in Canada, or even our own aging, there’s an opportunity to think of healthcare a little differently. Most Canadians think of healthcare as what happens when you’re sick. What if we look at healthcare as something that happens prior to being in the emergency room? That’s preventive healthcare. To discuss this topic, Leanne is joined by Dr. Khalil Sivjee, MD, FRCPC, FCCP, Medical Director, Cleveland Clinic Canada and Chief Medical Director, RBC.   Related episodes: Exploring living longer with steps to improve your ‘real age’ Innovative technology for older adults and caregivers   For more information on RBC Royal Trust visit our website.

    17 min

  8. 2025-04-15

    The dementia grey area

    Learn about navigating and recognizing the early signs of dementia in loved ones. To discuss this topic, Leanne is joined by Nancy Carlson, a children’s book author and illustrator. Related episodes: What is considered “normal” memory loss versus dementia?  Strategies for caregivers to avoid burnout The race to deal with dementia in Canada Incapacity: Do you know if family decides for you? For more information on RBC Royal Trust visit our website.

    17 min
See All (70)

Ratings & Reviews

4.9
out of 5
18 Ratings

About

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.

Information

  • Creator
    mattersbeyondwealthrbc
  • Years Active
    2022 - 2026
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Matters Beyond Wealth

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