In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Tom Deans, an intergenerational wealth expert, about the importance of completing a will and engaging with your family in the process to take the fear out of writing it.
 

 

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In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Dr. Nasreen Khatri about the importance of brain health particularly during a pandemic, and how brain health is directly connected to brain wealth.
 

 

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In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Richardson Wealth's Romain Marguet, VP, Alternative Investments about how investing in alternative asset classes such as real estate, private debt and private equity can provide illiquidity premium opportunities and add value to your portfolio.
 

 

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In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with two members of the Richardson Wealth Tax & Estate Planning team; Maureen Glenn and Pascal Alonzo about the importance of financial goal setting. To prepare for retirement, it's crucial to understand how to meet your financial goals.
 

 

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In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with three Richardson Wealth Advisors; Valerie Wowryk, Marc Dalpé, and Rob Panes about the benefits of working with a portfolio manager. This is a great opportunity to understand why it's paramount to understand your client and have a strategy that fulfills their current and future goals.
 

 

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In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with Sean Hsu, Senior Tax Specialist at Richardson Wealth about Canadian snowbirds and their U.S. tax obligations. Sean shares that if you spend extended periods of time living in the United States, it’s important to keep track of your days there. That’s because over a certain number of days, you will be required to pay U.S. taxes, even if you’re not an American citizen. But there are several ways that you can overcome your deemed residency under what’s called the Substantial Presence Test.
 

 

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In this episode of Conversations on Wealth, host Sarah Widmeyer speaks with Dr. Amy D'Aprix, author of “Empowering people through life's transitions”. Dr. Amy explains how planning for both financial and life milestones can help us create resilience and prevent crisis during life transitions. To transition smoothly and thrive, we must be proactive and build our resiliency muscle.
 

 

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In this episode, Sarah Widmeyer speaks with Tom Dean, author of “Every Family’s Business”. Tom stresses that it is impossible to separate family and business and addresses the importance of talking openly and honestly about when and to whom the business will be sold. Whether you plan to transition it to the next generation, to a key employee or a competitor, it’s important to build your business with the end in mind and talk openly and honestly with your family about your plans.
 

 

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In this episode of Conversations on Wealth, host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, sits down with Dr. Nasreen Khatri, an award-winning registered clinical psychologist, gerontologist, neuroscientist and educator to talk about how the pandemic has heightened and exacerbated concerns around mental health. They also discuss ways to optimize brain health and well-being now and into the future. 
 

 

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The 2020s have started off unlike any other decade. With that in mind, what should you as an investor focus on to ensure long-term success?

In the first episode of season 2, host Sarah Widmeyer, Director, Wealth Strategies sits down with Craig Basinger, Chief Investment Officer at Richardson Wealth to discuss how key shifts in investment landscape could impact your portfolio for the decade ahead.
 

 

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Cybersecurity

As Richardson Wealth Advisors and Clients increasingly embrace digital resources, the need for foolproof defenses against cyber threats remains a top priority. Listen to Sarah Widmeyer, Director, Wealth Strategies, and Scott Stennett, COO & Director, Operations & IT, discuss how Richardson Wealth keeps clients safe from online risks, and what precautions clients can take.
 

 

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The value of trustworthy wealth advice has become even more important as uncertainty and volatility continue to dominate the landscape. But how do you know if you’re getting the best advice available?

In this episode, Sarah Widmeyer, Director of Wealth Strategies talks to Mike Ankers, Richardson Wealth’s Director of National Sales, who shares personal stories and outlines the importance of clients making their expectations known, asking lots of questions and demanding accountability.
 

 

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Thinking about taxes? Effective tax planning should be an ongoing process, rather than a last-minute response at select periods of the year.

In this episode, host Sarah Widmeyer and Sean Hsu, a Senior Tax Specialist at Richardson Wealth, make the case for comprehensive planning, active management and regular reviews of your tax strategy. Listen here for helpful insight that can help you avoid a potentially large depletion of your wealth.
 

 

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What does retirement mean to you? For some, it’s travelling or spending more time with family, while others believe semi-retirement, or a gradual transition from work, best suits them.

In this episode, host Sarah Widmeyer speaks with Maureen Glenn, Vice President of Tax & Estate Planning, highlighting strategies to ensure you maintain adequate sources of income during retirement. It’s vital to be prepared for this phase – financially and otherwise – so that you continue to enjoy your life, no matter what your definition of retirement is.
 

 

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Insurance: Trust the process

Are you aware of the role that insurance can play in your wealth plan? In this episode of Conversations on Wealth, Sarah Widmeyer, Director, Wealth Strategies, and Jeff Fray, Vice President of Insurance at Richardson wealth, discuss how Insurance can be used as a tool for creating wealth, transferring assets and developing cost effective, tax-efficient solutions to support business owners, professionals throughout their career, and philanthropic initiatives. 

 

 

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Alternative investments provide the potential for investors to diversify their portfolio, thereby reducing overall risk.

In this episode, Sarah Widmeyer sits down with Romain Marguet, Vice President of Alternative Investing at Richardson Wealth, to debunk common myths about alternatives, discuss opportunities around impact investing, as the segment continues to grow, and highlight some considerations for investors who are interested in adding alternatives to their portfolio.
 

 

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