WealthSmarts Richard Vetter & Matt Vetter

The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc.

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In this week's episode of the WealthSmarts podcast we celebrate the contribution of businesses and non-profit organizations to our community in Richmond. In particular, we discuss how such organizations generate massive value in our society and too often fly under our radar.  


We will also be talking about the Richmond Chamber of Commerce Business Excellence Awards which has recognized the best of Richmond’s business community since 1977. Joining us is Shaena Furlong, President and CEO of The Richmond Chamber of Commerce who will share her insights on the many different ways that businesses and non-profits shine.


To nominate a business or non-profit organization that you feel deserves to be recognized, click here: https://www.richmondchamber.ca/business-excellence-awards/

Are you a wealth builder looking to get control of your personal finances? 


Join Richard and Matt in their new series focused on the challenges that wealth builders face today in building a comprehensive financial plan. Each episode of this series will go in-depth into each stage of a comprehensive financial plan for a wealth builder. We will cover financial management, tax planning, estate and legal planning, risk management, retirement planning and investment planning. No matter where you are an established or aspiring wealth builder, this series is the perfect starting place. 


Stay tuned for the Wealth Builder Series on the WealthSmarts podcast

Do you know the amount that you are paying for the financial advice you are receiving?


This can be challenging to determine if you are getting value out of the investment fees that you are paying - especially when you don't know how much you are paying or what value you should be receiving.


In this episode of the WealthSmarts Podcast, Richard and Matt go through their Value Fee Audit conversation to help Canadians understand the investment fees that they are paying, what should be included in a comprehensive financial plan, and how to calculate how much they are paying on a yearly basis.


Listen to this episode of the WealthSmarts Podcast wherever you find your podcasts!

So many people create a financial plan only to let it sit on the shelf and never make any progress toward the financial goals that matter to them.


This is frustrating because it may feel like all your hard work has gone to waste. You've done nothing to move closer to achieving your financial goals, leaving you in the same place as before. It's not your fault though, many financial plans can be overly complex and overwhelming.


In this episode of the WealthSmarts Podcast, Richard and Matt dive deeper into the things that prevent many Canadians from making their financial plan useful. They discuss using your financial plan to take actionable steps towards achieving your financial goals. Some of the topics discussed include; avoiding the overwhelm of financial plans, making sure your financial plan actually helps you achieve the goals that matter to you, when to update your financial plan and many others.


Listen to this episode of the WealthSmarts Podcast wherever you find your podcasts!

Do you want to learn more about charity but don’t know how or where to start?


In this episode of the WealthSmarts Podcast, Richard and Matt continue their conversation with Founder and CEO of Charitable Impact John Bromley. They discuss how Charitable Impact is helping to make charitable giving easier for everyone by addressing the frustrations and friction associated with being generous. They also talk about ways that donors can focus on causes they want to support with time, treasure and talent.


You will gain insight in empowering yourself as an intentional donor. This podcast will show you all the steps involved in making your donation journey easier so that you can focus on what matters most - supporting your favorite causes or charities!


Tune into this episode of WealthSmarts Podcast today. 


https://www.charitableimpact.com/