Claim OwnershipMatters Beyond Wealth
Subscribed: 8Played: 81
Subscribe
© Copyright 2024 All rights reserved.
Description
Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.
69 Episodes
Reverse
Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud.
To discuss this topic, Tony Maiorino is joined by Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.
Related episodes:
What happens to my online accounts and assets after I am gone?
Spotting financial elder abuse
Tips to help simplify caregiving from a distance
For more information, visit rbcwealthmanagement.com.
These considerations can help owners ensure their business is set up for success today and in the future.
To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions.
Related episodes:
Estate planning tips for business owners
How does a living trust differ from a trust in your Will?
Rethinking insurance in your estate planning
For more information, visit rbcwealthmanagement.com.
Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.
To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary.
Related episodes:
The dementia grey area
The race to deal with dementia in Canada
For more information, visit our website.
Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiovascular risk factors.
To discuss this topic, Leanne is joined by Dr. Kara Nerenberg, an associate professor and clinician scientist at the University of Calgary.
Related episodes:
Closing the gaps in women’s health research
Preventive healthcare in Canada
For more information, visit our website.
Did you know that women are often ignored in healthcare research and can spend more of their lives in poor health? The Canadian Institutes of Health Research is working to change that.
Investing in women’s health research is not just important for our health, it’s important for our economy.
To discuss this topic, Leanne is joined by Dr. Angela Kaida, Scientific Director, Institute of Gender and Health at the Canadian Institutes of Health Research
Related episodes:
Six steps to help keep your brain healthy
Preventive healthcare in Canada
For more information, visit our website.
As we look at our aging population in Canada, or even our own aging, there’s an opportunity to think of healthcare a little differently. Most Canadians think of healthcare as what happens when you’re sick. What if we look at healthcare as something that happens prior to being in the emergency room? That’s preventive healthcare.
To discuss this topic, Leanne is joined by Dr. Khalil Sivjee, MD, FRCPC, FCCP, Medical Director, Cleveland Clinic Canada and Chief Medical Director, RBC.
Related episodes:
Exploring living longer with steps to improve your ‘real age’
Innovative technology for older adults and caregivers
For more information on RBC Royal Trust visit our website.
Learn about navigating and recognizing the early signs of dementia in loved ones.
To discuss this topic, Leanne is joined by Nancy Carlson, a children’s book author and illustrator.
Related episodes:
What is considered “normal” memory loss versus dementia?
Strategies for caregivers to avoid burnout
The race to deal with dementia in Canada
Incapacity: Do you know if family decides for you?
For more information on RBC Royal Trust visit our website.
Taxes can be one of the biggest drains on retirement income. Learn tax-planning strategies to help make your retirement dollars work harder.
Related episodes:
When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?
Why estate and legacy planning are a vital part of your financial plan
For more information on RBC Royal Trust visit our website.
Learn strategies for managing a financial windfall whether that be from an inheritance, selling a business or hitting the jackpot.
Related episodes:
Will the changes to the capital gains inclusion rate impact me?
What is probate and can it be avoided?
Why estate and legacy planning are a vital part of your financial plan
The family cottage: managing inheritance of an emotionally tied property
For more information on RBC Royal Trust visit our website.
RRSPs can trigger significant tax bills if not organized correctly in your estate plan. Learn the important nuances tied to RRSPs and RRIFs in estate planning.
To discuss this topic, Leanne is joined by Ali Spinner, partner at Crowe Soberman’s Tax Group.
Related episodes:
How can my RRSP or TFSA impact my estate?
What is probate and can it be avoided?
Why estate and legacy planning are a vital part of your financial plan
Will the changes to the capital gains inclusion rate impact me?
Helpful resources:
T1213 Form Request to Reduce Tax Deductions
For more information on RBC Royal Trust visit our website.
Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before.
To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI.
Related episodes:
Why making a Will is choosing caring over chaos
What if I leave my Will to the last minute?
How emotions can impact estate planning
Leaving a lasting legacy for your kids and grandkids
How family dynamics can impact your estate plan
Incapacity: Do you know if family decides for you?
Exploring living longer with steps to improve your ‘real age’
What are the responsibilities of an executor?
Helpful resources:
Free executor support tool
Executor/Liquidator checklists and kits
For more information on RBC Royal Trust visit our website.
Learn how Medical Assistance in Dying empowers Canadians with end-of-life planning and choice.
To discuss this topic, Leanne is joined by Helen Long, the CEO of Dying With Dignity Canada.
Related episodes:
Plan for incapacity: Protect yourself with powers of attorney
Incapacity: Do you know if family decides for you?
What to know about being someone’s power of attorney
Planning for life beyond 100
What is a dementia village?
Why pre-planning your funeral matters
Be the author of your last chapter
Helpful resources:
Brochure about MAID and grief
Brochure about MAID
MAID Family Support Society
Bridge C-14
Advanced Care Plan kit
For more information on RBC Royal Trust visit our website.
Learn elder abuse warning signs and tips to protect aging adults.
To discuss this topic, Leanne is joined by Mélanie Couture, professor at Sherbrooke University.
Related episodes:
Spotting financial elder abuse
Do you have a trusted contact person?
What to know about being someone’s power of attorney
What is a dementia village?
What is considered “normal” memory loss versus dementia?
Tips to help simplify caregiving from a distance
For more information on RBC Royal Trust visit our website.
Discover tools to support seniors from afar and ease the emotional burden of long-distance caregiving.
To discuss this topic, Leanne is joined by Dr. Adriana Shnall, program director at the Koschitzky Centre for Innovations in Caregiving at Baycrest.
Related episodes:
Innovative technology for older adults and caregivers
Strategies for caregivers to avoid burnout
What is considered “normal” memory loss versus dementia?
Helpful resources:
The Canadian-Caregiver Assessment and Resources Tool
For more information on RBC Royal Trust visit our website.
See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year.
To discuss this topic, Leanne is joined by Howard Kabot, vice president of Financial Planning with Family Office Services team at RBC Wealth Management.
Related episodes:
What if I leave my Will to the last minute?
Why making a Will is choosing caring over chaos
Is your cross-border property in your estate plan?
Create a lasting legacy through charitable giving
Wealth and giving: what are your philanthropic goals?
What to know about being someone’s power of attorney
Plan for incapacity: Protect yourself with powers of attorney
Helpful resources:
Guidance if you are acting as an executor or choosing one for your estate
Power of attorney resources
Will planning resources
Philanthropic resources
Financial planning: Nine key areas of focus
For more information on RBC Royal Trust visit our website.
Understanding estates, probate, and the role of the executor.
To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professional Development at RBC Royal Trust.
Related episodes:
What are the responsibilities of an executor?
What rights do beneficiaries of a Will have?
What to know about being someone’s power of attorney
What is probate and can it be avoided?
Helpful resources:
Artie the executor helper tool
Estate complexity calculator
Estate settlement and executor resources
For more information on RBC Royal Trust visit our website.
Learn about the alarming link between loneliness and chronic diseases in older adults
To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women's Age Lab at Women's College Hospital.
For more information on RBC Royal Trust visit our website.
Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role.
To discuss this topic, Leanne is joined by Clare Burns, partner at the law firm WeirFoulds
We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts
To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones
Learn what bare trusts are and if the tax implications apply to you.
To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.
Comments
Download from Google Play
Download from App Store
United States