Viewing posts in: Estate and Will Planning

Jan 12, 2021 Planning for Retirement - Unconventionally!

by Canadian MoneySaver

In this episode, Ellen Roseman speaks with Fred Vettese, Actuary and Author of Retirement Income for Life: Getting More Without Saving More (Second Edition) about his contrarian view of Canadian retirement strategies, including delaying CPP and decumulation of assets.

MoneySaver Podcast

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Apr 17, 2020 Wills, Powers of Attorney and other Important Documents

by Canadian MoneySaver

The MoneySaver Podcast with Erin Bury

Whether it's a holographic will, a will drawn up by a lawyer or even a will from a digital platform, every Canadian should have one.  Ellen Roseman chats with Erin Bury from Willful.co about wills, powers of attorney and other important documents.

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Nov 30, 2018 Episode #12 - Interview with Colin Ritchie, LLP, CFP about tax advantaged savings accounts, The Smith Moanoever, debt, savings and retirement.

by Canadian MoneySaver

In the 12th edition of the MoneySaver Podcast, Ellen Roseman chats with Colin Ritchie from colinsritchie.com and Canadian MoneySaver contributor about grandparents funding RESPs, TFSA or RRSP, The Smith Manoever, taxation, Wills and Powers of Attorney as well as his tips for a successful financial career.

Ellen Roseman and Lana Sanichar

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Nov 28, 2018 Episode #11 - Interview with Rona Birenbaum, Fee for Service Financial Planner

by Canadian MoneySaver

In the 11th edition of the MoneySaver Podcast, we speak with Rona Birenbaum, Certified Financial Planner, from Caring For Clients.  In honour of Financial Planning Week, we discuss financial planning, the process of creating a financial plan, debt, spending and her new tech start-up Viviplan, a new, low-cost financial planning service for Canadians.

Ellen Roseman and Lana Sanichar

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Jan 30, 2015 Estate and Will Planning Webinar Part 3 with Colin Ritchie

by Canadian MoneySaver

Estate and Will Planning Bootcamp Part #3 of 3

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Jan 05, 2015 Estate and Will Planning Webinar Part 2 with Colin Ritchie

by Canadian MoneySaver

Estate and Will Planning Bootcamp. Part 2

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Oct 30, 2014 Estate and Will Planning with Colin Ritchie Part 1

by Canadian MoneySaver

Estate and Will Planning Bootcamp. Part 1

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