26 episodios

Your financial plan should be understandable, recognizable, and relatable. It shouldn't be complex or confusing to you. Sara McCullough is clear & concise in SARA MAKES SENSE, the financial planning podcast.

Sara Makes Sense Sara McCullough

    • Economía y empresa

Your financial plan should be understandable, recognizable, and relatable. It shouldn't be complex or confusing to you. Sara McCullough is clear & concise in SARA MAKES SENSE, the financial planning podcast.

    What if I need care?

    What if I need care?

    This is a wide-ranging conversation with Paul McIntyre Royston, CEO of the Grand River Hospital Foundation. We talk about that specific foundation does, what governments in Canada pay for and what they don't when it comes to health care, what the term 'health care' encompasses.The conversation also moves into what could it mean if we were contributing to a stronger health care system for everyone? That securing our own potential, future, maybe- health needs might be done by giving...

    • 55 min
    How to manage your money well

    How to manage your money well

    How do you untangle your money when you've tried and failed before? When you can't figure out what's going where and so many things are out of your control?In this episode of Sara makes Sense, I talk about how to talk about your money, including specific steps to take to figure out what's going where, how to control what you can and how to work with the things you can't.I use the example of Season 2 of this podcast- it didn't go the way I wanted, it felt like a public failure, and I had...

    • 38 min
    How to save for post-secondary education

    How to save for post-secondary education

    In this episode, listen to how to save for your child's education using a Registered Education Savings Plan (RESP). I talk about how to set up an RESP, what happens when you deposit money, what does the (federal) government grant look like, what are the tax implications of your deposits. I also talk about investment considerations, when joint ownership of the account makes sense and when it doesn't and the planning considerations that I talk to clients about as they are maki...

    • 38 min
    How to manage your money once you have a baby

    How to manage your money once you have a baby

    Worried about how to manage your day-to-day money with a baby on the way? Trying to figure out how to figure it out now that baby is here?This episode of Sara makes Sense covers what facts to pay attention to, how to sort out how much money you've already spent and how much you have left to make choices on.Have a question that you'd like Sara to answer in a future episode? Email ask@saramakessense.caAdditional resources:Maternity/Paternity leave benefits in Canada: https://w...

    • 34 min
    Encore- your home office and your tax return

    Encore- your home office and your tax return

    This encore episode of Sara makes Sense originally ran in Feb 2021, when the working from home deduction was new. The working from home deduction is back for another tax return.My guest is James Rhodes, tax lawyer. He talks you through everything you need to know about how to choose how to correctly deduct the working from home expenses that you have.Guest: James Rhodesjames@taxationlawyers.ca

    • 1h 2 min
    How to “Project Manage” Your Financial Plan

    How to “Project Manage” Your Financial Plan

    Sara Makes Sense Show notes Episode #21 Finances are personal. When it’s your money, financial plans are very personal. What if you took some of the emotion out of your financial equation by looking at your portfolio through the lens of a project manager? In this episode of Sara Makes Sense, host Sara McCullough talks to expert project manager Gabriele Maussner. She talks about tackling big plans one step at a time. Got a question for Sara? Send her an email at ask@saramakes...

    • 1h

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