The Intersections of Wealth: Recent Episodes
Rubach Wealth
Wealth does not exist in a bubble. Your personal, professional, and financial lives are deeply interconnected. The Intersections of Wealth podcast will explore these interconnections through conversations with interesting guests and subject matter experts from within and outside the financial world. The goal is to help listeners gain clarity and confidence regarding finances and life plans. From finances and family to entrepreneurship and philanthropy, we will cover it all.
There is no doubt that the uncertainty and confusion brought on by COVID-19 has been a difficult hurdle for many organizations to navigate throughout the pandemic. How organizations communicate during difficult times can create clarity, build resilience, and trigger positive change.
In the latest edition of the Intersection of Wealth podcast, Elke welcomes Wendy Kauffman. Wendy is the Vice President, Reputation Management and FemWorks Practice Group Founder at Brown & Cohen Communications & Public Affairs.
Wendy shares key insights on effective communication strategies businesses or individuals can use to engage with employees, shareholders, clients, and the public.
The importance of proactive tax planning for small and medium-sized businesses should be top of mind at any time. This is even more evident during a global pandemic. In our latest Community Spotlight, Elke Rubach LLB LLM CFP CLU FEA has a conversation with Shawn Rosenzweig, Partner SBLR LLP. Together, they discuss how COVID-19 may have affected existing tax plans and the importance of having a team of experts to help you navigate this challenging time.
Now is the ideal time to review your current plan and look for opportunities to minimize your taxes.
Eliminating hunger and poverty. Curing diseases. Building a just society. These are just some of the big, audacious goals that charities are trying to tackle within Canada and around the world. These goals are lofty enough, then you throw in a global pandemic and this proposition becomes exponentially more difficult. Charities across the sector are reporting revenues down markedly, with significant layoffs in progress – and more on the horizon. In this week's podcast, Elke is joined by President of Imagine Canada, Bruch MacDonald. Bruce provides his valuable insight into the landscape of charitable giving now and in the near future.
Is the real estate bubble going to burst? Should I buy my first house? Is it time to invest in an income property?
This week's episode features Sean Mahoney, founder of the Mahoney Real Estate Group. In part 1 of their chat, Elke and Sean provide insight on recent market trends and the importance of having a team of experts behind you that provides knowledge and clarity you need to make informed decisions.
Rubach Wealth is a Toronto-based wealth management firm. Founded in 2012 by Elke Rubach, we provide tax-efficient financial planning to help our clients build multi-generational legacies. We provide comprehensive financial planning and insurance strategies for established professionals and business owners. We help our clients see the big picture and develop holistic solutions that enable them to take care of the ones they love, confident in the knowledge that their financial future is secure. Our financial planning services provide clients with a fresh perspective on where they are now and where they want to be in the future. We take an active approach to figuring out what clients need – and don’t need – so that we can craft financial strategies customized just for them. For more information visit www.rubachwealth.com More videos can be found at https://www.rubachwealth.com/media/ The Intersections of Wealth Podcast https://anchor.fm/rubachwealth https://enjoyyourwealth.ca/ Contact us today to get the conversation started.
Better financial outcomes start with knowledge and clarity. Each week we look to provide you with different perspectives from interesting guests and subject matter experts from within and outside the financial world. In the latest edition of Rubach Wealth's Community Corner, we feature Bob Ramsay, President of Ramsay Inc. and founder of RamsayTalks
Bob Ramsay provides his unique and refreshing perspective on the current situation and shares with us how he was able to shift this period from a perceived threat to
In this weeks podcast, Elke Rubach LLB LLM CFP CLU FEA has a chat with Michael Alberg-Seberich, Managing Partner, Wider Sense GmbH, and co-author of the recently published book The Corporate Social Mind
Most companies have some form of corporate social responsibility (CSR) strategy in place with the goal of contributing to the well-being of the communities and society they work in.
The Corporate Social Mind introduces a new cultural and strategic approach to this ever-evolving strategy. Michael touches on different CSR strategies a company can implement and different ways they can integrate these strategies both internally and externally to maximize employee and client engagement.
We believe in simplifying people's financial lives and along those lines, we want to share with you a company that is working to simplify the lives of consumers. This week's conversation is with Sharon Vinderine, Founder & CEO of Parent Tested Parent Approved Media.
In the latest edition of the Interconnections of Wealth podcast, Elke has a conversation with David Shlagbaum. David is a Family Business Advisor/ Facilitator, Senior Counsel at Pallett Valo LLP.
Taking a multi-disciplinary, holistic approach to your wealth can sound overwhelming or even daunting. This two-part series does a great job of breaking down how a mixture of investment advice, comprehensive planning, and life-driven goals go into putting together an actionable, long-term financial plan.
Hear first hand the approach David and Elke take to the multiple facets of clients’ financial lives, allowing them to build the trust and deeper relationships necessary to truly help their clients beyond their individual financial health.
With everything going on in the world and the fact that travel is off the table, we have an opportunity to really think about why we travel and the important role travel plays in our lives. Some of the insights provided in the short video and article may surprise you.