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Matters Beyond Wealth
mattersbeyondwealthrbc
68 episodes
1 week ago
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Education
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All content for Matters Beyond Wealth is the property of mattersbeyondwealthrbc and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Education
Episodes (20/68)
Matters Beyond Wealth
Five important questions every business owner should answer
According to the Canadian Federation of Independent Business, 76 percent of owners plan to exit their business in the next 10 years, but only 9 percent have a formal written succession plan, and 46 percent have no plan at all. Whether you started your business two years ago or 20 years ago, every accomplished business owner should have a plan for the future.
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1 month ago
18 minutes

Matters Beyond Wealth
Exercise as medicine: Can working out help protect us from dementia?
Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.
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2 months ago
14 minutes

Matters Beyond Wealth
Can we prevent cardiovascular disease in women?
Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiovascular risk factors. To discuss this topic, Leanne is joined by Dr. Kara Nerenberg, an associate professor and clinician scientist at the University of Calgary. Related episodes: Closing the gaps in women’s health research Preventive healthcare in Canada For more information, visit our website.
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3 months ago
25 minutes

Matters Beyond Wealth
Closing the gaps in women’s health research
Did you know that women are often ignored in healthcare research and can spend more of their lives in poor health?  The Canadian Institutes of Health Research is working to change that.
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4 months ago
29 minutes

Matters Beyond Wealth
Preventive healthcare in Canada
As we look at our aging population in Canada, or even our own aging, there’s an opportunity to think of healthcare a little differently. Most Canadians think of healthcare as what happens when you’re sick. What if we look at healthcare as something that happens prior to being in the emergency room? That’s preventive healthcare. To discuss this topic, Leanne is joined by Dr. Khalil Sivjee, MD, FRCPC, FCCP, Medical Director, Cleveland Clinic Canada and Chief Medical Director, RBC.
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6 months ago
17 minutes

Matters Beyond Wealth
The dementia grey area
Learn about navigating and recognizing the early signs of dementia in loved ones. To discuss this topic, Leanne is joined by Nancy Carlson, a children’s book author and illustrator.
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6 months ago
17 minutes

Matters Beyond Wealth
Maintaining your lifestyle in retirement and paying less tax
Taxes can be one of the biggest drains on retirement income. Learn tax-planning strategies to help make your retirement dollars work harder.
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7 months ago
17 minutes

Matters Beyond Wealth
Strategies to help you prepare for a financial windfall
Learn strategies for managing a financial windfall whether that be from an inheritance, selling a business or hitting the jackpot.
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7 months ago
20 minutes

Matters Beyond Wealth
When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?
RRSPs can trigger significant tax bills if not organized correctly in your estate plan. Learn the important nuances tied to RRSPs and RIFs in estate planning. To discuss this topic, Leanne is joined by Ali Spinner, partner at Crow-Soberman’s Tax Group.
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8 months ago
18 minutes

Matters Beyond Wealth
Why estate and legacy planning are a vital part of your financial plan
Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before. To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI.
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8 months ago
13 minutes

Matters Beyond Wealth
What would you choose if Medical Assistance in Dying (MAID) was an option?
Learn how Medical Assistance in Dying empowers Canadians with end-of-life planning and choice. To discuss this topic, Leanne is joined by Helen Long, the CEO of Dying With Dignity Canada.
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9 months ago
19 minutes

Matters Beyond Wealth
When does elder care become elder abuse
Learn elder abuse warning signs and tips to protect aging adults.  To discuss this topic, Leanne is joined by Mélanie Couture, professor at Sherbrooke University. Related episodes:  Spotting financial elder abuse Do you have a trusted contact person? What to know about being someone’s power of attorney What is a dementia village? What is considered “normal” memory loss versus dementia?  Tips to help simplify caregiving from a distance For more information on RBC Royal Trust visit our website.
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9 months ago
19 minutes

Matters Beyond Wealth
Tips to help simplify caregiving from a distance
Discover tools to support seniors from afar and ease the emotional burden of long-distance caregiving. To discuss this topic, Leanne is joined by Dr. Adriana Shnall, program director at the Koschitzky Centre for Innovations in Caregiving at Baycrest.
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10 months ago
23 minutes

Matters Beyond Wealth
What year-end financial strategies can help set me up for success?
See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year.
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11 months ago
17 minutes

Matters Beyond Wealth
Common questions about being an executor in Canada
Understanding estates, probate, and the role of the executor. To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professional Development at RBC Royal Trust.
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11 months ago
21 minutes

Matters Beyond Wealth
What is the loneliness epidemic?
Learn about the alarming link between loneliness and chronic diseases in older adults To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women’s Age Lab at Women’s College Hospital
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11 months ago
15 minutes

Matters Beyond Wealth
What are the responsibilities of an executor?
Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role. To discuss this topic, Leanne is joined by Clare Burns, partner at the law firm WeirFoulds
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1 year ago
28 minutes

Matters Beyond Wealth
How does a living trust differ from a trust in your Will
We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones
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1 year ago
26 minutes

Matters Beyond Wealth
Do I have a bare trust?
Learn what bare trusts are and if the tax implications apply to you. To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.
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1 year ago
19 minutes

Matters Beyond Wealth
What does an executor have to disclose to beneficiaries?
Listen in as we explore what beneficiaries can expect from executors during the estate settlement process To discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust
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1 year ago
16 minutes

Matters Beyond Wealth