Podcast Episodes
Back to SearchThe 2% Rule: The Small Increase That Builds Big Wealth
Season 1 Episode 46
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This week on Planning Your Financial Future, Mitch breaks down how a simple 2% annual increase to your investment contributions can a…
2 months, 4 weeks ago
Your Summer Money Checklist: Start With Beneficiaries
Season 1 Episode 45
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On this week of "Planning Your Financial Future," Mitch discusses the importance of updating your beneficiary designations, why peopl…
3 months ago
From Go‑Go to Slow‑Go: Where Does Bitcoin Fit?
Season 1 Episode 44
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On this week of Planning Your Financial Future, Don and Mitch break down the three stages of retirement—Go‑Go, Slow‑Go, and No‑Go, an…
3 months, 1 week ago
Cottages, Death, and Taxes: Untangle the Inevitable
Season 1 Episode 43
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On this week’s episode of Planning Your Financial Future, Don and Mitch discuss the unavoidable trio of cottages, death, and taxes — …
3 months, 3 weeks ago
Beyond 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 …
4 months 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…
4 months, 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…
4 months, 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…
5 months, 1 week 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…
5 months, 2 weeks 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…
5 months, 3 weeks ago