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We all want to live a richer and more fulfilled life, and with smart financial planning, it’s possible. That’s what the Living Richer podcast is all about – helping you to align your means with the things that mean most to you, so that you can enjoy your life today, while planning for tomorrow.
Living Richer is Hosted by Mark Shimkovitz, Vice President at Raymond James Ltd. and head of the Living Richer Wealth Management team. Mark's been a financial advisor for over 25 years and takes a life-goals financial planning approach. Living Richer will give you the knowledge, tools and strategies to clarify your goals and priorities, invest wisely and avoid common mistakes. Mark will help you understand how to develop and implement a personalized financial plan that will put you on the right track and keep you moving toward your goals through life’s many transitions. So whether you are just starting out on your financial journey, or well on your way, Living Richer will have something to offer you.
Information in this podcast is from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell securities. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. The views are those of Mark Shimkovitz, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their investment advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Securities-related products and services are offered through Raymond James Ltd., member - Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a member - Canadian Investor Protection Fund.
Living Richer is Hosted by Mark Shimkovitz, Vice President at Raymond James Ltd. and head of the Living Richer Wealth Management team. Mark's been a financial advisor for over 25 years and takes a life-goals financial planning approach. Living Richer will give you the knowledge, tools and strategies to clarify your goals and priorities, invest wisely and avoid common mistakes. Mark will help you understand how to develop and implement a personalized financial plan that will put you on the right track and keep you moving toward your goals through life’s many transitions. So whether you are just starting out on your financial journey, or well on your way, Living Richer will have something to offer you.
Information in this podcast is from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell securities. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. The views are those of Mark Shimkovitz, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their investment advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Securities-related products and services are offered through Raymond James Ltd., member - Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a member - Canadian Investor Protection Fund.
26 Episodes
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Being rich and being wealthy are two very different concepts, and understanding this distinction is crucial to living a richer life.In today’s podcast we dive into how upbringing, environment and personal satisfaction, shape our views on money and happiness. And importantly, we'll discuss why your goal should be focused on building wealth, not the trappings of riches.Resources:Financial Discussion Guide For CouplesEpisode 09: Money and Marriage - How To Discuss Money With Your PartnerEpisode 02: Goals Discovery - The Story of Grace Groner
Can investing in low volatility ETFs actually be the proverbial 'free lunch'? Is it actually possible to improve returns and reduce risk?Our guest on the show is Chris Heakes, Director & Portfolio Manager at BMO Global Asset Management. Chris and I take a deep dive on Low Volatility Exchange-traded funds. We discuss what they are, how they work, how they've performed, and how they can actually help investors to achieve their goals.Finally, we address what’s going on in the markets, why low volatility investments have become a critical part of so many investors' portfolios and how you can incorporate it into your strategy.
I can still remember that morning in March 1994 when I walked into my new office and began my career as an advisor. While the majority of the people who started with me in my rookie training class didn't make it- (the failure rate is quite high), this year in 2024, I’m proud to celebrate my 30th anniversary as a wealth advisor. I’d like to think that I have learned a few good lessons throughout my career so I thought that in honour of my 30 years as a wealth advisor I’d dedicate this episode to sharing my top 30 lessons for investor success. ResourcesBlog - 30 Lessons From 30 Years As A Wealth Advisor
In this episode I welcome back my wife Robin, a certified life coach and member of our Living Richer Wealth Team. Today we’ll highlight our six top tips to making a smooth transition into being an empty nester, which include:Understanding that for everything there is a seasonFocusing on physical healthCelebrating your child’s independenceFinding your purpose and feeding your passionsMaking plansImproving your financial healthResources:How a PR pro who can't add ended up in financial services.
In this episode of Living Richer, I share with you the top lessons I have learned from the world’s best investor – Warren Buffett. His advice is pretty simple and definitely worth a listen for any investor.
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