The Kinder Way Podcast

Serenia Life Financial

If worrying about money keeps you up at night, but reading all that stuffy financial advice puts you to sleep (literally!), you’re in the right place. Welcome to The Kinder Way Podcast – the show that talks about unique ways to manage your money in short, digestible episodes. Hosted by a “married mom with a mortgage,” it’s all real talk about real life – like: Why is life insurance important in financial planning? And do I need to get life insurance for my child? Follow along for the inside scoop, plus a sprinkle of kindness in every episode! (It’s called The Kinder Way Podcast for a reason.)

  1. 3D AGO

    Navigating Loss: The ‘Before’ and the ‘After’ [Interview with Madeleine Donner]

    “As my final act of love… here’s where I keep all my legal documents.”Trust us, this isn’t as strange as it sounds. If you’ve ever lost a loved one, you know how difficult it can be to navigate grief while funeral planning. From “How much does a funeral cost in Canada?” to “How do I write an obituary?”, there are many important questions, decisions, and tasks that happen after a loss. The reality is that many challenges could be avoided if we prioritized having that one difficult conversation while our loved ones are still happy and healthy. Funeral pre-planning, if you will. In our latest episode of The Kinder Way Podcast, our host interviewed VP of Client Success at Empathy, Madeleine Donner, and was surprised to learn some pretty sobering statistics when it comes to estate planning in Canada. The good news is, it doesn t have to be this way. Tune in to learn more! Related Articles Estate Planning & Life Insurance: How to Approach ‘The Talk' With Your Folks Estate Planning: Your Voice After You're Gone GUIDE: 10 Ways to Protect Your Family After You're Gone🎧Having ‘The Talk’ With Your Folks Doesn’t Have to Be Awkward {Interview with Julie O'Hagan]🎧 And They Say Diamonds Are ForeverVisit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    13 min
  2. APR 22

    Having “The Talk” With Your Folks Doesn't Have to Be Awkward [Interview with Julie O'Hagan]

    When it comes to end-of-life planning in Canada, the stats tell us that many of us are behind when it comes to making these very important decisions. Maybe that’s because having “the talk” about end-of-life planning can feel a little bit awkward – whether we’re chatting with our life partner, business partner, or aging parents. But as more and more Canadians enter the sandwich generation, having difficult conversations with parents become all the more important. If you’ve ever wondered how to talk to aging parents about finances, funeral wishes, or where they keep their will, this latest episode is for you. Using only a blog article as her guide, our host asks her boomer mom the awkward questionsabout her end-of-life wishes… and realizes it doesn’t have to be so awkward after all. Tune in to see how it goes! Related Articles: Estate Planning & Life Insurance: How to Approach ‘The Talk' With Your Folks Estate Planning: Your Voice After You're Gone Green Funerals: Eco-Friendly End-of-Life PlanningDonating Life Insurance Benefits GUIDE: 10 Ways to Protect Your Family After You're Gone🎧Talking Money With My Boomer Mom [Interview with Julie O’Hagan] Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    12 min
  3. APR 9

    The Inheritance That Matters Most: A Healthy Planet

    April is Earth Month! And it’s got our host thinking about the state of our planet – and our children’s future. Inspired by a recent talk she saw with THE most famous climate activist in Canada (and David Suzuki’s wife, Tara Elizabeth Cullis), this episode has her planning for the future in a way that prioritizes the future of our planet, too. So whether you find yourself researching green funeral options, participating in Earth Day tree planting, or living more sustainably, give yourself a pat on the back and give this episode a listen! Related Articles: Green Funerals: Eco-Friendly End-of-Life Planning 9+ Ideas to Put the FUN In Your Next Fundraiser David Suzuki FoundationTrees for Life Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    8 min
  4. MAR 26

    Business Owners – Ready to ‘Be Your Own Bank’?

    Life insurance for business owners – how does it help you build your wealth while giving you more control of your money? And what does it mean to “be your own bank”? In the latest episode of The Kinder Way Podcast, our host speaks with Serenia Life Advisor, Greig Humphrey, about infinite banking in Canada, and how it can be a really smart wealth-building strategy for business owners and entrepreneurs. Because not only does business owner life insurance provide financial protection for your business and your loved ones, it also comes with an investment component that grows, tax-free, over time. But here’s the real question for Canadian business owners: Does infinite banking concept in Canada really work? Tune it to learn both the pros and cons of this strategy, and find out if it’s the right next move for your business. Related Articles: Be Your Own Bank: Infinite Banking (Canada) for Small Business Owners Life Insurance for Business OwnersProtect Your Small Business, Your Family & Yourself The Compound Effect: Grow Your Money with Whole Life Insurance How to Withdraw Money from Your Life Insurance PolicyIs Infinite Banking in Canada Only for the 1%?Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    13 min
  5. FEB 25

    When Our World Stands Still, Life Goes On

    Is critical illness insurance worth it? If you’ve ever asked yourself this question, this episode is for you. In it, our host talks about two real-life scenarios where a regular income came second to spending time with a sick or newly diagnosed child. And if you consider the average off time from work (in Canada) for a childhood cancer diagnosis, for example, the typically low critical illness insurance cost to cover those missed paycheques just makes sense. Find out just how low that cost can be, and why purchasing child critical illness insurance can mean taking the time you need to be with your child during treatment and recovery – without worrying about your finances. Tune in, and be sure to stick around for the sprinkle of kindness at the end! Related Articles: A Guide to Critical Illness Insurance in CanadaCritical Illness Vs. Disability Insurance: Which Coverage Do You Need?S1, EP 7: Sliding Doors – The One with the Unexpected IllnessLiving Benefits: How to Use Life Insurance While Alive (Canada)   Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    10 min
  6. FEB 11

    And They Say Diamonds Are Forever! 💍

    If you’re looking for romantic Valentine’s Day ideas, our host talks about why a certain outside of the (velvet) box gift is a better symbol of “forever.” While it may not be the most romantic gift you ever received, it definitely demonstrates lasting love. Because – spoiler alert – it even outlives the promise of ‘til death do us part. So if you’re thinking of proposing on Valentine’s Day, maybe consider adding this idea to the mix. Already married? This may be one of the best ways to show your wife you love her. Romance after marriage in real life or a deeper commitment than a diamond ring? You decide. Tune in, then have your say in the comments! Related Articles: Protect the Love of Your Life With Life Insurance for Newlyweds 9 Questions to Ask Your Fiancé(e) Before You Tie the Knot Life Insurance for Couples in Canada Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    8 min
  7. JAN 28

    A Regular Paycheque After Retirement? Yes, Please!

    I outlive my retirement savings? With RRSP Season here, that’s a question that may be on the mind of many Canadians. Not surprising when you consider the average retirement savings in Canada. (Spoiler alert: It’s pretty bleak.) In the latest episode of The Kinder Way Podcast, our host talks about a truly unique way to fund retirement – via a regular paycheque, using a strategy most people don’t know exists. If you’ve ever wondered, “How can I ensure I don’t outlive my retirement savings?” this episode is for you – it doesn’t matter if retirement is in the very near future or still feels like it’s a lifetime away!Related Articles Planning to Retire in 10, 20, or 30 Years? Then Read ThisYour Step-By-Step Guide to Investing an RRSP Into a GIAYour Step-By-Step Guide to Moving a Life Insurance Payout Into an SPAVisit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    9 min
  8. JAN 14

    A Kinder Kind of Resolution

    Happy New Year! If you’re still looking for New Year’s resolution ideas but are tired of the “new year, new you” narrative, this episode is for you. With the 4 pillars of wellness in mind, our host recommends a different kind of self-care that will have you focusing on your financial well-being in a simpler, more sustainable way. This episode is a great lesson on how to be kind to yourself in a way that benefits future you. Tune in for one of the best New Year’s resolutions out there – and feel free to steal it if you like! Related Articles: Our Top Tip for Saving Money: Forced Savings! The Compound Effect: Grow Your Money with Whole Life InsuranceYour Step-By-Step Guide to Investing an RRSP Into a GIACritical Illness vs Disability Insurance: Which Coverage Do You Need? Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SereniaLife.ca./Sign-Up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The information provided in The Kinder Way Podcast is for educational purposes only, and is not intended as a substitute for professional advice from a licensed advisor. The content of each episode is the opinion of the host and interviewees, and does not represent the views of Serenia Life Financial or any of its other subsidiaries or affiliates. Please always consult a licensed insurance advisor for guidance. Serenia Life Financial does not endorse any third-party views referenced in this content.

    8 min

About

If worrying about money keeps you up at night, but reading all that stuffy financial advice puts you to sleep (literally!), you’re in the right place. Welcome to The Kinder Way Podcast – the show that talks about unique ways to manage your money in short, digestible episodes. Hosted by a “married mom with a mortgage,” it’s all real talk about real life – like: Why is life insurance important in financial planning? And do I need to get life insurance for my child? Follow along for the inside scoop, plus a sprinkle of kindness in every episode! (It’s called The Kinder Way Podcast for a reason.)