Matters Beyond Wealth – Détails, épisodes et analyse

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Podcast Matters Beyond Wealth

Matters Beyond Wealth

mattersbeyondwealthrbc

Éducation

Fréquence : 1 épisode/17j. Total Éps: 70

Hosting podcast Podbean
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.
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Classements récents

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Apple Podcasts

  • 🇨🇦 Canada - education

    04/02/2026
    #100
  • 🇨🇦 Canada - education

    31/01/2026
    #91
  • 🇨🇦 Canada - education

    25/10/2024
    #96
  • 🇨🇦 Canada - education

    13/10/2024
    #84
  • 🇨🇦 Canada - education

    10/10/2024
    #98
  • 🇨🇦 Canada - education

    09/10/2024
    #77

Spotify

    Aucun classement récent disponible



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Score global : 48%


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How does a living trust differ from a trust in your Will

Épisode 51

mardi 1 octobre 2024Durée 26:43

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

Do I have a bare trust?

Épisode 50

mardi 17 septembre 2024Durée 19:35

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.

Understanding Quebec’s mandate law changes

Épisode 41

mardi 14 mai 2024Durée 15:08

This is part two of our Quebec-focused episodes. Listen in to learn about the changes to the mandate law in Quebec

To discuss this topic, our guest host Carmela is joined by Christina Kadas, notary, at Christina Kadas

For the French version head to: https://read.rbcwm.com/4dxOhmm and stay tuned for part three of our Quebec-focused episodes

Why is Quebec significantly reverting back to in-person signatures?

Épisode 40

mardi 30 avril 2024Durée 13:07

This is part one of our Quebec-focused episodes. Listen in to learn how the change on virtual signing for most notarial acts will impacts Quebecers

To discuss this topic, Leanne is joined by Hugo Fournier-Gendron, notary with the firm Gendron, Carpentier For the French version head to: https://read.rbcwm.com/4db7uKi and stay tuned for part two of our Quebec-focused episodes

How have you put your real estate into your estate plan?

Épisode 39

mardi 16 avril 2024Durée 22:07

Probate fees, underused housing tax and helping your child buy their first home—tips for managing real estate in your estate plan

To discuss this topic, Leanne is joined by Rachel Goldman Robinson, partner at Torkin Manes LLP's private client services group

How could frozen embryos, ancestry apps, and the modern family impact your Will?

Épisode 38

mardi 2 avril 2024Durée 17:34

The evolving concept of family and new scientific advancements bring new considerations for estate planners and executors to navigate

To discuss this topic, Leanne is joined by Susannah Roth, Consultant, at RBC Royal Trust

How can my RRSP or TFSA impact my estate?

Épisode 37

mardi 27 février 2024Durée 21:09

Registered plans, such as RRSPs, RRIFs, RESPs, TFSAs, are great tools to save, and might have tax implications for your estate

To discuss this topic, Leanne is joined by Lorraine Allard, pension and institutional trust consultant at RBC Royal Trust

What is considered “normal” memory loss versus dementia?

Épisode 36

mardi 13 février 2024Durée 23:02

Understanding dementia and what things can be done to increase brain function

To discuss this topic, Leanne is joined by Dr. Howard Chertkow, chair in Cognitive, Neurology and Innovation and Senior Scientist at Baycrest and Rotman Research Institute

What if I leave my Will to the last minute?

Épisode 35

mardi 30 janvier 2024Durée 18:42

Explore the consequences and complexities surrounding near-death decisions.

To discuss this topic, Leanne is joined by Kirsten Jenkins, Partner at Norton Rose Fulbright Canada LLP.

Why making a Will is choosing caring over chaos

Épisode 34

mardi 16 janvier 2024Durée 13:40

Identifying the reasons and the strategies to help us start or update our estate plans

To discuss this topic, Leanne is joined by Michael Sherman, head of RBC’s Behavioral Economics team


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