Podcast Episodes
Back to SearchBeyond Blanket Statements: Smarter Withdrawal Decisions
Season 1 Episode 42
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On this week’s “Planning Your Financial Future,” Don and Mitch break down why blanket financial statements can mislead Canadians and …
14 hours ago
Net Worth & Summer Money Moves
Season 1 Episode 41
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On this episode of Planning Your Financial Future, Don and Mitch break down what net worth really represents, why pensions can outwei…
1 week ago
The Great Wealth Transfer: Planning, Taxes, and Family Conversations
Season 1 Episode 40
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On this week of "Planning Your Financial Future", Don and Mitch discuss rising financial anxiety, real estate volatility, and the mas…
2 weeks ago
The May Move & the Cross‑Border Curveball
Season 1 Episode 39
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This episode dives into the classic “Sell in May” market debate and why the strategy isn’t as simple as it sounds. Don and Mitch also…
1 month ago
Everyday Spending: Credit Cards and Increasing Gratuities
Season 1 Episode 38
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On this week’s episode of Planning Your Financial Future, Don and Mitch discuss concerns surrounding credit card debt, how high inter…
1 month, 1 week ago
Rich Isn’t What It Used to Be: Millionaires, Money Myths & Modern Divorce
Season 1 Episode 37
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On this week’s episode of Planning Your Financial Future, Don and Mitch discuss why “If I Had $1,000,000” doesn’t mean the same thing…
1 month, 2 weeks ago
RESP Strategy: Small Steps Today, Big Impact Tomorrow
Season 1 Episode 36
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Join Mitch Fox on Planning your Financial Future as he discusses how rising education costs can feel overwhelming, but the RESP remai…
1 month, 3 weeks ago
From Easter Bunny Investing to the Three Stages of Wealth
Season 1 Episode 35
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Don and Mitch share financial lessons inspired by the Easter Bunny, including planning ahead, diversification, staying financially ag…
2 months ago
Wedding Planning and Wills: Reigning in the Wedding Budget and Updating or Creating Wills
Season 1 Episode 34
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Planning a wedding is exciting, but couples should also think about their financial future. Don and Mitch discuss rising wedding cost…
2 months, 1 week ago
How to Clean Up Your Finances: Steps to Organize Money, Reduce Debt, and Invest Better
Season 1 Episode 33
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Learn how to clean up your finances with a practical financial spring cleaning checklist. In this episode, we cover portfolio rebalan…
2 months, 2 weeks ago