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 wealth transfers in history.

Host Gloria Gray talks with Antonia Medeiros, an executive coach and author, about the financial impact of gender equality. Antonia shares insights from her journey from London to Montreal and how storytelling led her to a career in coaching and public speaking.

The conversation explores the importance of gender equality in the workplace, with Antonia explaining that diverse companies often have greater economic success and healthier work environments. She emphasizes that achieving gender equality is a collective responsibility, not just a women's issue, and discusses the role of leadership in fostering inclusivity.

Antonia also touches on the challenges women face when returning to work after having children, including the "motherhood penalty," which can affect career opportunities. She provides tips on reshaping traditional gender roles at home and at work to create a more balanced environment.

The episode ends with Antonia's upcoming projects, including a trip to Kenya to support education and a side project focusing on women in trades and construction.

Listen to this engaging episode to learn practical advice on gender equality and financial independence.

Canadians who have a written financial plan have over 30% more money and over 50% more confidence in their financial situation than those who don’t have a written financial plan. That’s the result Dr. Preet Banerjee found from his doctoral thesis research.

Would you like to have more money and more confidence? Maybe it’s time to hire a financial planner and start reaping the benefits financial planning can bring to you.

Today we’re talking about Financial Planning: What it is and Why Every Wealthy Woman Needs It. Read on!

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 if it’s not going to make your life better.

In this episode, we will dive deep into the five essential ways to revive your financial goals.

I've written a fair amount about the perks and freedoms of retirement. Without a doubt, the list of retirement pros is long.

However, like all parts of life, retirement also has its downsides. Below are a handful of strategies to help you avoid some of the potholes that can arise after leaving the paid workforce.

I had someone come to me the other day, and say, “I have big plans for my future, and I want someone who can help me figure out all the moving pieces. I’ve talked to my financial advisor and he doesn’t seem to be able to provide the kind of help I’m looking for. Do all financial advisors provide the same products and services?” she asked.

With so many different government pensions in Canada, it’s no wonder we can get confused. So let’s talk today about government benefits. Specifically, let’s discuss the difference between CPP and OAS.

As we approach retirement, generating income becomes a top priority. While the housing market can provide a viable source of income, it is important to remember that real estate is a long-term investment and no prices are guaranteed to increase.

One year you might change your shower by adding a shower bar and a seat. Then you might adjust the threshold so that you don’t have to step up into it. Then you might install a chairlift to get you upstairs. Then you might move your bedroom downstairs. As I said, we just need more equipment. And the more you are able to adapt your home, the longer you’ll be able to stay in it.

In this article, we’ll talk about how to create streams of income from investments that pay you dividends. It’s like creating an ongoing pay cheque for yourself.

Estate planning is an important step for everyone, regardless of their wealth or age. Having a will and incapacity planning documents such as power of attorney and health care/personal care representation agreements are essential to ensure that your wishes are carried out in the event you lose capacity.