Estate and Will Planning

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More Posts in "Estate and Will Planning"
Thumbnail for Planning for Retirement - Unconventionally!

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.

 

Thumbnail for Wills, Powers of Attorney and other Important Documents

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.

Thumbnail for Episode #12 - Interview with Colin Ritchie, LLP, CFP about tax advantaged savings accounts, The Smith Manoever, debt, savings and retirement.

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.

 

Thumbnail for Episode #11 - Interview with Rona Birenbaum, Fee for Service Financial Planner

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.