Women's Wealth Canada Glory Gray

In this insightful episode of the Women's Wealth Canada Podcast, host Glory Gray sits down with Sandy Pollack, an esteemed estate planner and family business advisor, to discuss the vital importance of leaving a legacy that benefits future generations rather than creating a burden. Sandy, author of "Don't Leave a Mess: How to Disaster Proof Your Family Legacy," shares her expertise on navigating the complexities of managing family wealth and preparing for one of the largest generational wealt...

Welcome to the Women's Wealth Canada podcast with your host Gloria Gray. In this episode, we explore the financial impact of gender equality with Antonia Medeiros, a London-born journalist who has traveled the world, ultimately landing in Montreal where she built her career and family. A published author and leadership coach, Antonia is passionate about storytelling and gender equality, and she's here to share her insights on creating a more inclusive workplace and society.Episode Highlights:...

Too many Canadians don’t have a financial plan. That’s what a recent FP Canada report found. Only 25 per cent of Canadians are working with a financial advisor and 30 per cent of those surveyed say they don't have a financial plan at all. Interestingly, younger people are more likely to say they don't have a financial plan but wish they did.What caught my eye about this survey is that Canadians don’t even agree on what a financial plan is. Some think it is an investment plan, that i...

Each year, I like to begin by talking about goals. And specifically about you and your financial goals. Have you set them? Are you making progress? Do you have a plan?Let's talk about 5 ways to recharge your financial goals this year.What financial goals did you set for yourself last year? Which ones did you achieve and which are you still working on? Which ones do you need to work on first?What goals no longer serve you? Life changes every year. Our goals do too. Let it go ...

Welcome to the Women's Wealth Canada podcast, where we discuss everything related to government retirement benefits in Canada. In this episode, Glory Gray discusses everything you need to know about the Canadian Pension Plan or CPP, Old Age Security or OAS, and the Guaranteed Income Supplement or GIS.In this episode, she will give an overview of both CPP and OAS, including how they are funded, what the maximum benefit amount is, and some of the advantages and disadvantages of starting CPP ear...

This week on the Women's Wealth Canada Podcast, we are talking about How to Plan for Changes in your Health and Lifestyle in Retirement. As you make plans for retirement, it's important to remember that your health and lifestyle needs may change over time. One of the first things you'll need to do is to prepare a financial plan when meeting with a financial planner. This will give you an idea of your cash flow requirements over the years for the rest of your life. You'll need to kno...