Conversations on Wealth

Richardson Wealth

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.

  1. 22-10-2024

    The evolution of wealth: women and wealth

    In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP, Head of Wealth Strategies, chats with Natalie Bisset, SVP, Head of Corporate Development about how the wealth management landscape is evolving as women prepare to control nearly half of Canadian wealth by 2026. Sarah and Natalie talk about how female investors want their investments to influence social change, the importance of a holistic wealth plan that considers the variable journey of a woman's life, and how careers in wealth management can allow for more autonomy for women.

  2. 25-09-2024

    Essentials of being an executor

    Sarah Widmeyer and Brett Burke discuss why you should carefully consider the role of executor if you’re asked, emphasizing the time, energy and skills required. Brett shares the duties of an executor, including legal obligations, the importance of legal and tax advice, recording all transactions, digital asset management and obtaining executor liability insurance.

  3. 05-06-2024

    5 steps to deliberate practice growth

    In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies, chats with Christina Clement, Vice President Growth and Execution about how advisors can deliberately grow their practice. Emphasizing the need to move away from repetitive behaviors and set specific goals, Christina outlines a five-step framework of purposeful action, focusing on incremental improvements and the importance of feedback.

  4. 15-05-2024

    Managing a financial windfall

    Receiving a windfall can come in many forms, a lottery win, an inheritance, business sale, or a real estate sale. In this episode of Conversations on Wealth, host Sarah Widmeyer and Ryan Knipfel, senior financial planner at Richardson Wealth talk about how important it is to have a strategic financial plan if you come into sudden money – either expectedly or unexpectedly – so you can manage your wealth wisely.

  5. 10-04-2024

    When should you review your will?

    Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax. Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions: - What life transitions might trigger the need to look at our will again? - What should we be looking at when we review our will? - What should we know when it comes to legislation changes around succession and tax laws?

  6. 29-11-2023

    How To Get Referrals From Centres of Influence

    Centres of Influence referrals, or COIs, are incredibly important in generating clients who are a good fit for an advisor’s business and client base. In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including: – Take a systematic approach – Explain your business model and how you’re different – Understand that the process takes time, consistency, and commitment

  7. 08-11-2023

    How to introduce children to wealth

    It’s difficult for many families to have frank discussions about money; talking about passing on wealth can be especially tricky. In the latest episode of our Conversations on Wealth podcast hosted by Sarah Widmeyer, we address the importance of discussing wealth with children early, with Sascha Isaacs Portfolio Manager at Richardson Wealth Private Family Office. Sascha shares that: - Children develop money habits by the age of 7 - Establishing wealth objectives and philanthropic goals as a family can help cultivate a wealth stewardship mentality - There are many tax-efficient ways for people to pass on wealth – a financial advisor can help

  8. 25-10-2023

    Investing versus trading: navigating the emotional rollercoaster of cyclical markets

    Featuring An Nguyen, Vice President, Investment Services, listen to our latest podcast episode of Conversations on Wealth as we address why navigating the emotional roller coaster of investing is easier said than done. We dive into why it's so important to stay invested, what that looks like, and how an advisor can help work through these market cycles.

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Info

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.

Informatie

  • Maker
    Richardson Wealth
  • Jaren actief
    2019 - 2024
  • Afleveringen
    45
  • Beoordeling
    Veilig
  • Copyright
    © All rights reserved
  • Website van aflevering
    Conversations on Wealth