Women's Wealth Canada – Détails, épisodes et analyse

Send us a text

In this episode of the Women’s Wealth Canada Podcast, host Glory Gray welcomes certified retirement coach Anna Harvey for an insightful discussion on the often-overlooked emotional and social aspects of retirement. While financial planning is critical, many women are unprepared for the mental and emotional transitions that come with leaving their careers.

Anna shares the top five hidden benefits that careers provide—structure, status, socialization, purpose, and financial confidence—and how retirees must find ways to replace these elements in their new chapter of life. She also highlights the importance of being mentally and emotionally ready for this next stage and offers practical advice for transitioning smoothly.

Whether you’re considering retirement, actively planning for it, or already retired, this episode is packed with valuable insights to help you retire with confidence, clarity, and purpose.

Learn more about this episode's guest, Anna Harvey at https://www.boostpotential.ca

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

Welcome to the Women's Wealth Canada Podcast, hosted by Glory Gray. 

In this insightful episode, we delve into the inspiring story of Pam, a determined woman who turned her late start in retirement saving into a success story. If you’re feeling behind in your retirement planning, this episode is for you.

Episode Highlights:

• Meet Pam, a former sales and marketing professional who faced financial uncertainties after a divorce.
• Discover the strategic steps Pam took to regain control over her finances with the help of Glory Gray.
• Learn about the importance of automated budgeting and how it can simplify your financial life.
• Understand the benefits of delaying CPP payments and how it can significantly increase your retirement income.
• Explore how Pam created a mindful spending plan that aligned with her goals and values.
• Hear how Pam transitioned from renting to owning her own home, adding security and peace of mind to her financial future.
• Find out how Pam's financial planning allowed her to retire early and embark on a new life adventure with a loving partner.

Resources Mentioned:

• Monarch Money: https://www.monarchmoney.com/

If you enjoyed this episode, please subscribe to our podcast, leave us a positive review, and share it with others who might benefit. Let's empower more women to achieve financial independence and live their best lives.

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

Just this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform.

It seems appropriate that we are looking at ways that you can protect yourself from investment scams.  We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips on staying aware and protecting your finances.

(BTW - it's the 20th anniversary of Internet Security Day today - a good day to be thinking about ways to stay safe online)

See you inside!

--------------
Season Three, Episode Two -  Four Ways to Protect Yourself From Investment Scams
--------------

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

We are starting Season 3 - be sure to subscribe so you don't miss any of our top tips for financial fitness.

In this episode, we are looking at recent changes made to home buying that make it even easier for first-time buyers.  Plus, we've got some top tax tips for 2023 that you won't want to miss!

See you inside
--------------
Season Three, Episode One -  Looking to Buy a First Home? It Just Got Easier. Plus, Tax Tips for 2023

--------------
Resources Mentioned
Fit Desk link to Amazon
List of deductible medical expenses

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

This month on the Women's Wealth Canada podcast, we are continuing to explore how your relationship status affects your retirement planning. 

Over the past few episodes, we have looked at both remarrying and divorce - but what if you are single?  You may be asking yourself, "exactly how much do I need to retire as a single person in Canada?"

See you inside
--------------
Season Two, Episode Eight - How Much Does a Single Person Need to Retire in Canada

Resources Mentioned in the Show

Cheapest Places to Live in Canada
Could You Retire on 300 dollars a Month
Travel the World for a Year

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

In our last episode, I explored how remarrying later in life can impact your financial situation and decisions.  Today, we will explore another change you may be facing ... divorce.  If you (or a friend) are contemplating, in the middle of, or just curious about how divorce can impact you financially, then this episode is for you.  I'm talking with Bettina Plendl on how to avoid the Financial Mistakes of Divorce.

See you inside

--------------
Season Two, Episode Seven - Avoiding the Financial Mistakes of Divorce
Guest: Bettina Plendl, Financial Divorce Strategist

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

Are you entering into a second marriage later in life?  

Merging households, blending families, and planning how to combine and consolidate finances can be complicated.  

Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship.  

See you inside

--------------
Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second Marriage

Resources
⚡ Webinar with Stefa Katamay, Next in Life: The Real Questions to Ask Before You Retire   
 

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

This week I am focusing on TFSA's and clearing up some common misunderstandings to help you ensure you maximize the benefits you achieve from your investment portfolio.

One of the most common questions I get as a wealth advisor is: “Which type of retirement account should I put my money into…an RRSP, which is a Registered Retirement Savings Plan, or a TFSA, which is a Tax Free Savings Account?

Which one should you put your money into? Here's what you need to know to make the right decision for you:

1.    Realize a TFSA is an investment account, not a savings account. 

2.    Use your TFSA is for any windfalls you may receive

3.    Keep track of your contributions and withdrawals

4.    Understand the residency requirements

5.    Make your spouse a successor holder, not a beneficiary

Resources

How do your TFSA contributions compare to other Canadians your age?

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-a-peek-into-the-tfsas-of-the-nation-average-account-sizes-for-all-ages/

CRA Tax Free Savings Account Guide

https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4466/tax-free-savings-account-tfsa-guide-individuals.html

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

Saying no is hard. From kids, to partners, to work or to self care, everyone else's needs and wants seem to matter more than yours. If you find it challenging to prioritize yourself, chances are you might be struggling with setting boundaries.

 Today, I explore the issue of Women and Boundaries with Antonia Medeiros, Life Coach.

Our Guest

Antonia Medeiros' love of stories led her to her current business as a Life Coach specializing in Feminine Empowerment. She has an upcoming course called Busting Boundaries, which is a mix of group and individual coaching. 

You can reach Antonia at www.antoniamedeiros.com

Show Resources

Five Signs You Are Struggling With Saying No

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Send us a text

Earlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life. 

But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe they just would have done things differently. 

Here to talk about that subject is Lisa Hannam. Lisa is the Executive Editor of MoneySense Magazine. Lisa has been a leading force in the success of the financial magazine with her effective financial advice and her quick ability to pick up on stories that provide real value to Canadians. 

Lisa is one of those individuals who was ahead of the game. She was an active saver in her 20s. But even she would have done a few things differently. Come and listen in as Lisa and I talk about "What I Wish I had told my 20-year-old Self About Money?"

Our Guest

Lisa Hannam, Executive Editor of MoneySense has been a leading force in the success of the financial magazine with her effective financial advice and her quick ability to pick up on stories that provide real value to Canadians. 

Articles

• Five Money Fears From Childhood—And How to Overcome Them
• Finding Balance: Q&A with author Andrew Hallam
• Thinking of taking a break from work after COVID? Here’s what to know
• Snowball Vs. Avalanche: Which Debt Payoff Method Is Best

Hosted by Glory Gray

Take Action:

Watch the webinars: 📽 The Real Questions to Ask Before You Retire

📽 Building a Rich Retirement: The Social Network Equation

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray