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.
The value of wealth advice
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.
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.
Changing how we think about retirement
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.
The investment philosophy
Investing involves more than the often complicated math used to measure outcomes. It all starts with your unique goals – both personal and financial, according to Jamie Price, Director, Capital Markets and Investment Products at Richardson Wealth. In our latest episode, Jamie and host Sarah Widmeyer break down financial jargon to discuss the “investment pyramid,” which lays the groundwork for building a portfolio based on your objectives. Listen now to learn how this tool can help you reach your goals.
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.
Do your financial goals and objectives reflect your values? Purposeful planning allows you to incorporate these core beliefs into your wealth-planning decisions.
In this episode, host Sarah Widmeyer, who leads Richardson Wealth’s Wealth Strategies, sits down with Sylvia Azoulay, Vice President of the Richardson Wealth Family Office to discuss proper legacy planning and effective intergenerational wealth transfer strategies.
Change: A constant in the markets
In this episode of Conversations on Wealth, Chief Investment Officer Craig Basinger identifies three areas of the markets that have changed significantly over time: technology; availability; and investor behaviour. Host Sarah Widmeyer and Craig explore how these themes have evolved and what these changes mean for you as an investor.
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.
Those experiencing widowhood are often faced with a difficult balancing act: the need to be independent, to be social, and to surround yourself with trusted individuals.
In this episode of Conversations on Wealth, Sarah Widmeyer talks with Maureen Glenn, Vice President of Tax & Estate Planning at Richardson Wealth, about the importance of gaining independence in your financial situation to prepare for all eventualities as you age, including widowhood. They offer some ideas and strategies to prepare for the unexpected, so those initial urgent decisions don’t get lost in the fog.
Investing is a highly emotional endeavor given it relates to our future wellbeing. The question is, can you recognize when your biases are negatively impacting your investment judgement?
In this episode of Conversations on Wealth, Sarah Widmeyer speaks with Chief Investment Officer Craig Basinger to learn about some common investment biases, what to be aware of when investing and, most importantly, what kinds of decision-making processes to avoid as an investor.
Perspectives on aging – Part 2
Sarah Widmeyer is joined once more by Matt Del Vecchio, a Certified Professional Consultant on aging and a life-transition specialist who founded the company Lianas. Continuing their discussion on aging Canadians, Sarah and Matt emphasize the connection between health and wealth, and the importance of making key decisions earlier when you’re considering transitioning from your current home.
Perspectives on aging – Part 1
Sarah Widmeyer sits down with guest Matt Del Vecchio, a Certified Professional Consultant on Aging and a life-transition specialist who founded the company Lianas.
Sarah and Matt discuss challenges faced by adult children, in particular, some of the cognitive and physical warning signs that adult children should consider, as well as the harsh reality of caregiver stress. Listen to their tips and strategies on navigating the transition of aging parents from a family home.