Control What You Can Control

Are you feeling frustrated because it feels like there’s just so much outside of your control when it comes to your finances? You’re not alone. In this episode of the WealthSmarts podcast, Richard and Matt explore how to focus on what we can control and make progress in our own lives, even when things seem […]

3 Critical Questions to Help You Achieve Your Financial Goals

Do you know what your financial goals are? Do you understand how much money you make each month, or what your net worth is? If not, then it’s time that you started thinking about financial planning. It’s never too early nor too late to start financial planning in order to achieve financial success. In this […]

Building an Impact Business

Do you want to make a difference with your business? Many businesses today focus on profits and don’t often consider their impact on the world. What if there was a better way? What if your successful business could also make a positive impact on the community and your team? Impact businesses are doing amazing things. […]

Avoid These Estate Planning Mistakes (Part 2)

Join us for part 2 of our conversation with Colin Ritchie where we talk about common estate planning mistakes. In this episode the specific issues we will be discussing includes:  Not enough clear instructions in the will Not properly dealing with life insurance policies or larger registered plans Not enough tax and succession planning Not […]

Avoid These Estate Planning Mistakes (Part 1)

Do you want your estate planning to be done right? Estate planning deals with how we want our life’s work to be honored and transitioned to the people or causes we love. Unfortunately there are many mistakes that could potentially undo our legacy. In this episode of the WealthSmarts podcast, Richard and Matt are joined […]

Financial Freedom is Under Attack in Canada

We’ve been hearing a lot about attacks on our freedom. Beneath the distracting social media noise that promotes this idea though, we’ve been ignoring the attacks that impact most Canadians – Attacks on our FINANCIAL Freedom. Join Richard and Matt as they discuss this problem and suggest clear strategies to overcome these attacks.

The Best Time to Start Your Financial Plan is Now

People are often intimidated by their finances and don’t know where or when to start. You may feel like you’re behind the curve or that you can’t catch up, but that’s not true. Everyone has to start somewhere, and there’s no time like the present. In this episode of the WealthSmarts Podcast, Richard and Matt […]

Why Businesses Need Digital Marketing Now

Wondering if digital marketing is important for your business? You’re not alone. Many business owners are so busy running their businesses that they often do not consider the importance of digital marketing, especially in this evolving digital world. In this episode Richard and Matt speak with Ray Wang from RW digital about why business owners […]

Don’t Let Inflation Steal Your Financial Future

No one likes to think about inflation, but the fact is that it can have a major impact on your financial future if you’re not prepared. Keeping up with inflation is critical to preserving your wealth. Inflation can be like a sneaky thief, gradually eroding your purchasing power if you’re not careful. Most people have […]

Make Smarter Investment Decisions with a Professional Advisor

Investing in the stock market can be a roller coaster ride. You’re happy when the markets are up and you’re sad when the markets are down. It’s easy to get caught up in our emotions when it comes to investing. In this episode of the WealthSmarts Podcast, Richard and Matt talk about how a professional […]

Richmond Cares Richmond Gives: How to Make an Impact With Your Money and Time

In pursuit of financial freedom, people like to make an impact. In this episode we interview Ed Gavsie and Rick Duff from Richmond Cares Richmond Gives, about how RCRG helps to provide valuable community services, as well as building volunteer capacity and generosity in the Richmond Area.

How to Build Financial Confidence

Financial Confidence

Financial confidence is the key to achieving your goals. The process to develop financial confidence starts with having a clear idea of what you want from your finances in the future. In this blog post, we will discuss how to create financial goals that work for you and learn about the steps needed to reach […]

How an Independent Advisor Can Protect Your Best Interests.

Most people don’t know how to find an advisor that is right for them, or they may not even know what to look for. In this episode, we talk with Chris Enright, CEO of Aligned Capital Partners, about the importance of independent advisors and how they can help provide peace of mind to their clients. […]

How You Leave Your Business Will Impact Its Value

When it’s time to sell your business, the way you leave can significantly impact the value you get from it. If you don’t plan your exit, or if you’re forced to exit, you could be leaving money on the table. In this podcast episode, Richard and Matt discuss how to plan for a business exit […]

Avoid Unnecessary Investment Fees and Taxes

In our exuberance to invest, we often pay little attention to the impact of excessive investment costs on our portfolios. Successful investing involves controlling these costs. In this episode, Richard and Matt talk about the impact of excessive investment costs on our portfolios and some things to do to make sure we are getting value […]

The Rainmaker’s Dilemma

Did you know almost half of all business owners will hit the same stumbling block? They become the primary revenue driver for their company – The Rainmaker. In this episode, Richard and Matt define the Rainmaker, discuss how they got to this place in their business, and give some examples of what they can do […]

Value Builder with John Warrillow

Needs of business owners require a different type of financial planning that is uncommon today, but very necessary. In this episode, Richard and Matt interview John Warrilow. John is the author of The Art of Selling Your Business, The Automatic Customer and The Art of Selling Your Business. He also hosts the weekly podcast Built […]

Building a Valuable and Saleable Business

When it comes to financial planning for business owners, often there is not enough support in helping them to build probably their most valuable asset – their business. Whether you are planning to sell your business or just want to create a self-managing company, it is important to know how it fits in your financial future. […]

Special 20th Episode – What Drives the Work We Do

In our special 20th episode, Richard and Matt reflect upon the values and mindsets that drive the work we do. More specifically we discuss how gratitude, one of our important values, is actually a solution to a much bigger problem.