12 episodes

The SimplyAdvised Podcast is your go-to place to find trusted subject-matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices.



Listen in as our experts help you handle whatever life throws your way!

SimplyAdvised SimplyAdvised

    • Business

The SimplyAdvised Podcast is your go-to place to find trusted subject-matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices.



Listen in as our experts help you handle whatever life throws your way!

    The Most Versatile Financial Tool – Life Insurance

    The Most Versatile Financial Tool – Life Insurance

    In this episode, Celeste McKeefery, founder and president of Beachhurst Financial explains the importance of life insurance and how affordable it can actually be.  Find out why Celeste considers life insurance the most versatile financial tool for your portfolio. Celeste discusses:  The best time to get life insurance All the benefits that can come with … Continue reading The Most Versatile Financial Tool – Life Insurance →

    • 32 min
    Lifetime Financial Strategies (A 21st Century Financial Planning Process) With Cary Cowan

    Lifetime Financial Strategies (A 21st Century Financial Planning Process) With Cary Cowan

    A lot of times people are afraid to discuss their finances since it requires you to open up your entire life and become vulnerable for the vision you wish to create for the future. In this episode of the SimplyAdvised podcast we talk with Cary Cowan, chairman and CEO of Cowan Financial Group, about his … Continue reading Lifetime Financial Strategies (A 21st Century Financial Planning Process) With Cary Cowan →

    • 34 min
    The Advantages of Working With an Independent Advisor With Francesco Coccimiglio

    The Advantages of Working With an Independent Advisor With Francesco Coccimiglio

    Independent advisors are overcoming industry challenges to better assist Canadians!  In this SimplyAdvised Podcast, Francesco Coccimiglio, an independent advisor and portfolio manager at Hampton Securities Limited, discusses the advantages of working with an independent advisor, the different facets that clients look for and his holistic approach to financial planning.   Francesco Coccimiglio discusses:  What wealth management … Continue reading The Advantages of Working With an Independent Advisor With Francesco Coccimiglio →

    • 21 min
    Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr

    Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr

    Dedicated to providing investment solutions and strategic wealth planning that is right for you!   In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with … Continue reading Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr →

    • 30 min
    Taxation in Retirement Made Simple with Frank Marano

    Taxation in Retirement Made Simple with Frank Marano

    Do you know what taxes you will owe in retirement? In this episode of the SimplyAdvised Podcast, we speak with Frank Marano, licenced fiduciary financial advisor at Marano Consulting on the significance of taxation in retirement. As well as real-life client experiences, warning signs, and pitfalls you don’t want to overlook! Frank Marano discusses:  What … Continue reading Taxation in Retirement Made Simple with Frank Marano →

    • 42 min
    The Fundamentals of Developing a Successful Financial Plan With Thomas Southard

    The Fundamentals of Developing a Successful Financial Plan With Thomas Southard

    Life happens so fast; it’s relatively simple at first, but as we go through various life-stages we rarely pause and make the adjustments necessary for the future. By planning, clients can become more confident and seek solutions to help them achieve their desired outcomes. In this episode, we speak with Tom Southard, CRC, a financial … Continue reading The Fundamentals of Developing a Successful Financial Plan With Thomas Southard →

    • 27 min

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