The WealthSmarts Podcast
Financial capabilities & confidence to achieve the goals that matter to you.
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Celebrating Business Excellence
In this week’s episode of the WealthSmarts podcast we celebrate the contribution of businesses and non-profit organizations to our community in Richmond. In particular, we
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Is the Financial Advice You’re Receiving Worth the Fees You’re Paying?
Do you know the amount that you are paying for the financial advice you are receiving? This can be challenging to determine if you are
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Your Financial Plan is Useless
So many people create a financial plan only to let it sit on the shelf and never make any progress toward the financial goals that
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The Importance of Charitable Giving with John Bromley (Part 2).
Do you want to learn more about charity but don’t know how or where to start? In this episode of the WealthSmarts Podcast, Richard and
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The Importance of Charitable Giving with John Bromley (Part 1).
Are you looking for ways to make your charitable giving more meaningful? Giving is connected deeply with our sense of purpose – it’s a natural
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The Bermuda Triangle of Wealth
It’s hard to build wealth when you’re engaging in behaviors that may undermine your financial success. Most people don’t realize they’re sabotaging their own
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The Wealth Triangle
In this episode of the WealthSmarts podcast, where Richard and Matt usually teach Canadians how to achieve their financial goals, they are going to discuss
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How NOT to Achieve Your Financial Goals
In this episode of the WealthSmarts podcast, where Richard and Matt usually teach Canadians how to achieve their financial goals, they are going to discuss
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How to Protect Yourself From Financial Misinformation
Financial scams and misinformation are on the rise, and it’s hard to know who to trust when it comes to your money. It can be
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Guide to the First Home Savings Account
Struggling to save for a first home in Canada? The Federal Government has introduced the First Home Savings Account (FHSA) – but what is it
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Important 2023 Money Dates and Facts
Are you wondering what money changes and deadlines to look out for in 2023?Look no further! In this episode of the WealthSmarts Podcast, Richard and
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Your 2023 Financial Goals
Wondering how to set your financial goals for the year? Richard and Matt are here to help you out! In this episode of the WealthSmarts
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End of Year Financial Checklist
Are you looking to get your finances in order before the end of the year? Listen to this episode of the WealthSmarts podcast for a
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Planning for a Recession
Worried about a recession and its impact on your financial goals? A recession can be a scary time, but with the right preparation you can
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Real Estate with Denny Dumas
Owning real estate can be a major financial goal for many people, but the high costs of property in cities like Vancouver often discourages buyers.
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Financial Literacy
Many people feel like they lack the financial literacy needed to achieve their financial goals. Improper financial literacy can sabotage the achievement of your financial goals. Simply
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Reasons You Need a Financial Advisor
Unsure if you should be investing on your own or working with a professional? Check out this episode of the WealthSmarts podcast where Richard and
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Things Are Getting Better
Despite what you may have heard, things are getting better. In this episode of the WealthSmarts podcast, Richard and Matt talk about how things have
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Debt is a Power Tool
Most people are afraid of debt, especially because we are not taught about it. Debt can be a powerful tool if used correctly, but it
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How to Deal With Market Volatility
Worried about stock market volatility? The stock market can feel like an emotional roller coaster – especially when we see our hard earned dollars fluctuating
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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.
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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.
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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
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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
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Learning About the Craft Brewery Industry with Jules Dubus From Monkey 9 Brewing
As the weather starts to warm up, a lot of people are spending more time outdoors. What better way to spend an afternoon than by
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 –
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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
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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
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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
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Willing Wisdom – Estate Planning With Tom Deans
Over 50% of Canadians either do not have a will, or it is outdated. Most of us don’t like to talk about death, but failing
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Stay in Your Seat
Whether at a sports game or investing, many people get distracted, zone out, or sometimes actually fall asleep, often missing a crucial game-changing event. As
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Avoid Unnecessary Investment Risks
“There’s no such thing as a free lunch.” Economist Milton Friedman may have said this, but the phrase’s originally dates back to a 19th century
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Diversify Properly
Diversification is critical to any wealth-building strategy. In this episode, Richard and Matt discuss why diversification is important, how we should think about it, and
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Protect Your Most Valuable Assets First
We insure everything around us, our cars, our televisions, our phones, etc. Rarely do we insure our most valuable asset – ourselves and our human
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Personal Pension Plans w/JP Laporte
Incorporated business owners are often not aware that they can access higher tax deductions than are available through traditional RRSPs. They can also gain greater
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Pay Yourself First
Often people save for their future based on what’s left at the end of the month. This amount usually ends up being an afterthought compared
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Start Now With What You Have
Many people are stuck with the following questions when it comes to their finance, “Am I too old or young to start? Is it too
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Start A Financial Plan
Many Canadians do not achieve the financial goals that matter to them. Worse than that, they never know if they are on track. In this
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After the Storm
With everything beginning to open up, it is important to reflect and learn as much as we can from this difficult time. In this episode,
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Building Financial Confidence
Financial confidence is the key to achieving the goals that matter to us. There is a process to developing financial confidence. In this episode, Richard
Goals That Matter
Goals that matter. Many people work for goals that don’t actually matter to them. In many cases, society tells us what is important and we