Episodes

  • How to Include Charitable Giving in Your Financial Plan, with John Bromley
    Dec 14 2022

    Do you struggle to give to charity? Perhaps you want to give, but aren’t sure where to allocate your charitable dollars. This week’s guest explains why charitable giving is so important, and shows us an easier way to donate.

    John Bromley began his career in corporate finance working with PwC and RBC Capital Markets. After developing an in-depth understanding of the complex world underpinning the charity sector, he founded Charitable Impact, an organization that has facilitated more than $1.1 billion in charitable donations.

    You can find the show notes for this episode at https://maplemoney.com/216

    This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.

    The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe

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    30 mins
  • How to Turn Failure into Success, with Erin Diehl
    Dec 7 2022

    Do you consider yourself a perfectionist? Do you struggle to accept failure? Too often, our fear of failure holds us back. My guest this week explains that we should not only embrace failure, we should celebrate it.

    Erin “Big” Diehl is a Business Improv Edutainer, Failfluencer, and Professional Zoombie. Through a series of unrelated dares, Erin created improve it!, a unique professional development company that pushes others to laugh, learn, play, and grow.

    You can find the show notes for this episode at https://maplemoney.com/215

    This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.

    The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free today at https://retirehappy.ca/subscribe

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    31 mins
  • Tips to Help You In Your Job Search, with David King
    Nov 30 2022

    The Canadian workplace has undergone massive changes in recent years, with the rise of the gig economy and a shift towards remote work. But does it mean companies have changed how they recruit and hire new talent? My guest this week is an expert on hiring in Canada. He joins me to share tips to help you land a job in 2022 and beyond.

    David King is a Senior Managing Director with Robert Half, the world’s first and largest specialized talent solutions firm. His perspectives and knowledge on workplace issues and labour trends are often featured in major media outlets and executive keynotes, and he provides curriculum guidance to leading educational institutions across the country.

    You can find the show notes for this episode at https://maplemoney.com/214

    This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.

    The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free today at https://retirehappy.ca/subscribe

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    31 mins
  • What To Consider with Digital Assets and Estate Planning, with David Edey
    Nov 23 2022

    Have you made your will and named an executor for your estate? Does your executor understand your wishes when it comes closing down your digital assets? If not, you still have some work to do. Anything that’s attached to a login ID and password can be considered a digital asset. If your executor isn’t prepared to handle your various online accounts after you die, it could cause problems.

    David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. No one likes talking about death and inheritances before they have to, but David has learned that having these conversations earlier rather than later will save time and money. I sat down with David this week to talk about digital assets and how you can prepare your executor (and your family members) to make life easier when you’re gone.

    You can find the show notes for this episode at https://maplemoney.com/213

    This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.

    The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe

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    31 mins
  • What to Do Financially After Your Spouse Passes Away, with Richard Dri
    Nov 16 2022

    It’s a subject no one wants to think about, but at some point, many people will be forced to endure the loss of a spouse. The emotional toll alone can be overwhelming, but how do you deal with the financial implications when your spouse passes away?

    It’s an experience this week’s guest had to face. Richard Dri is a financial planner with over 20 years of experience. In 2020, he lost his wife, Mary after a five year battle with ovarian cancer. He has now dedicated his work to help widows and widowers with their finances. I sat down with Richard to talk about picking up the pieces financially after losing your spouse.

    You can find the show notes for this episode at https://maplemoney.com/212

    This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.

    The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe

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    32 mins
  • Getting Prepared to Buy a Home in Any Market Condition, with Bekim Merdita
    Nov 9 2022

    The price of Canadian real estate is all over the map. We’ve been hearing that prices will continue to fall, but how far and for how long? With so much volatility, how does one know when it’s a good time to buy a house?

    Bekim Merdita is the Vice President of Sales & Business Development at Rocket Mortgage Canada, a mortgage broker that uses a fully digital experience to transform the home buying process. Bekim joins me on the show to discuss the current state of the Canadian housing market. Bekim explains why buying a house is like buying a stock, and shares tips on how to get started if you’re planning to buy a house in the near future.

    You can find the show notes for this episode at https://maplemoney.com/211

    Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio focusing on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

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    31 mins
  • Inflation is High, Markets are Tanking, How Should You Invest Now?, with Kanwal Sarai
    Oct 19 2022

    With stock markets in turmoil and sky-high inflation, we haven’t had much in the way of good news as of late. But how does one respond when it seems like our economy is crashing? Do you stay invested or cash out? According to this week’s guest, now isn’t the time to panic, but that doesn’t mean the trouble is over.

    Kanwal Sarai has been a dividend investor for more than 22 years, and started with just $500. He is the founder of Simply Investing, a dividend investing educational company designed to help people become financially independent, and the all-new Simply Investing Dividend podcast. Kanwal has a natural ability to teach complex subjects in an easy-to-understand manner. He joins me to discuss why dividend investing now matters more than ever.

    You can find the show notes for this episode at https://maplemoney.com/210

    This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create legal Will and Power of Attorney documents online from the comfort of home.

    In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

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    41 mins
  • Helpful Tips for Designing Your Life, with Matt from Financial Imagineer
    Sep 14 2022

    What’s your approach to life? Do you set goals for the future or take things as they come? And if you have a spouse or partner, how do you include them in your plans? This week’s guest has achieved financial independence together with his wife. I met him at Fincon in Orlando, Florida, to discuss the role that lifestyle design played in their early retirement.

    Matt is a financially-independent economist, entrepreneur, and financial consultant who left the corporate world in 2017 to pursue his dreams. With a deep understanding of the investment world in Asia and the West, he currently lives between Switzerland, Singapore, and Taiwan. He writes about how the wealthy manage their money on his blog, Financial Imagineer.

    You can find the show notes for this episode at https://maplemoney.com/209

    Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio focusing on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

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    35 mins