The Gem-Young Wealth Cast with Leo Daprile

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Conversations with Leo Daprile of Gem-Young.

  1. 2d ago

    85. CIBC’s approach to tax management

    85. Ryan LeStrange In this episode of the Gem Young Wealthcast, Leo Daprile welcomes Ryan LeStrange of CIBC to discuss the firm’s expanding resources, including the addition of a new portfolio manager and income tax strategist. They explore CIBC’s approach to tax management, including asset location, thoughtful tax-loss harvesting, and recognizing capital gains based on each client’s individual circumstances. See omnystudio.com/listener for privacy information.

  2. Sep 23

    84. Can ChatGPT really manage your retirement?

    84. In this episode of the Gem Young WealthCast, Leo Daprile is joined by Stephen Daprile to explore whether ChatGPT can really manage your retirement, where AI can be a valuable financial tool, and why human experience, judgment, and personalized planning still matter.See omnystudio.com/listener for privacy information.

  3. Sep 23

    83. The new realities of retirement

    In this episode of the Gem Young WealthCast, Leo Daprile is joined by Stephen Daprile to discuss the new realities of retirement, from creating dependable income and managing inflation to rising healthcare costs, investing for longevity, and enjoying retirement with confidence.See omnystudio.com/listener for privacy information.

  4. Sep 23

    82. Five Financial moves to consider

    In this episode of the Gem Young WealthCast, Leo Daprile is joined by Stephen Daprile to discuss five financial moves to consider before year-end, including portfolio reviews, tax planning, RMDs, charitable giving, and your overall financial strategy.See omnystudio.com/listener for privacy information.

  5. Aug 29

    81. Essential tools for protecting your family

    In this episode of the GemYoung Wealthcast, Leo Daprile sits down with Stephen Daprile and Sam Morocco to discuss how life insurance fits into a comprehensive financial plan and why it's an essential tool for protecting your family, preserving your legacy, and creating long-term financial security.See omnystudio.com/listener for privacy information.

    81. Essential tools for protecting your family

  6. Aug 22

    80. Maximizing Your Social Security

    In this episode of the GemYoung Wealthcast, Leo Daprile is joined by Sam Morocco, RSSA® (Registered Social Security Analyst®) to discuss the importance of Social Security planning and how making informed decisions today can have a lasting impact on your financial future.See omnystudio.com/listener for privacy information.

    80. Maximizing Your Social Security

  7. Aug 15

    79. Storm Damage, Insurance Claims & Protecting Your Property

    In this episode of the GemYoung Wealthcast, Leo Daprile sits down with Denny White and Vince Armeni to discuss the recent storms, the insurance claims process, and how homeowners can better protect themselves before and after damage occurs.See omnystudio.com/listener for privacy information.

    79. Storm Damage, Insurance Claims & Protecting Your Property

  8. Aug 8

    78. Medicare Made Simple

    Medicare can feel overwhelming—but it doesn't have to be.In this episode of the GemYoung Wealthcast, Leo Daprile is joined by Jerry Balestrino, Medicare Specialist at Gem Young Insurance, to break down the latest Medicare updates and help you better understand your options.See omnystudio.com/listener for privacy information.

    78. Medicare Made Simple
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Conversations with Leo Daprile of Gem-Young.

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