Money Smart: Recent Episodes
Dawn Luhning
An informative, educational and light-hearted way to look at all things financial, including investments, insurance, interviews with experts in the field, and you’ll get to know me and how I work with my clients.
Happy Easter to all!
I'm discussing various investment vehicles, Critical Illness coverage, and changes from the Federal Budget that affect certain accounts. I hope you enjoy!
~ Dawn
Contact Dawn:
- Email dawn@dlsolutionsforyou.com 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
Let's get a quick update on the markets and then I discuss some topics around investment and estate planning. You are never too young (or old) for many of these strategies. Enjoy!Â
~ Dawn
Contact Dawn:
- Email dawn@dlsolutionsforyou.com 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
10 things you need to think about this RRSP season;
First time home buyer? - you could maybe win 💲8k !;
Who might your Trusted Contact Person be?;
You don't have to deal with your bank; you can choose me 😉
Enjoy!
~Dawn
Contact Dawn:
- Email dawn@dlsolutionsforyou.com 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
I fill you in on my holidays and we will cover RRSPs, TFSAs and discuss Critical Illness insurance.Â
I hope you enjoy!
~ Dawn
Contact Dawn:
- Email dawn@dlsolutionsforyou.com 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
A final podcast for 2022. We will touch on TFSAs and RRSPs and more.Â
Thank you for listening to MoneySmart!
Contact Dawn:
- Email dawn@dlsolutionsforyou.com 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
We discuss the markets (still), year-end strategies, insurance products that will help you play defense in your financial plan, and other topics. (about 38 mins long)
I'll be back to my regular schedule for postcasting. I hope you all had a great summer. Lots of things to discuss this episode!
All topics on this episode discuss the recent market volatility and how to handle all of this. Buckle up!
I discuss various topics on this episode; a little bit of something for everyone.
Guarantee advantage is a great investment for this volatility we are currently in; do you know the differences between succcussor annuitant vs beneficiaries, creditor vs personal life insurance, and how to being a savings plan.
Enjoy!
With the recent war being waged against Ukraine by Russia, I have focused on the markets and how you, as a client, can handle the volatility and stay calm and fearless during these uncertain times.Â
On this episode I talk about many issues around the banks and the relationship many clients have with them. We talk about creditor insurance, investments at the bank and probate issues that often pop up when dealing with the bank.
All of this should be avoided. I can help with that.
This is my last podcast for 2021. Short and sweet. Be well and enjoy! Thanks so much for listening.
I look at cryptocurrency, the markets, and issues to look for surrounding income in retirement when your spouse/partner passes away...
Vacation and podcast update heading into 2022.
We explore the basics of these three accounts and some year end strategies to employ to maximize each.Â
This is a special pod. I interview my friend Jessica McNaughton, co-founder and CEO of MemoryKPR and we talk about how this should be a part of your estate planning. I also am doing a giveaway, and talk briefly about travel insurance, and other estate planning topics.
Part 2 of my conversation with Deborah Debas with Desjardins Wealth Management as well as an update on the mask restrictions for my office and other info, and I summarize how you can supplement your group disability plan with a slick personal loan coverage plan. Enjoy!
I interview Deborah Debas with Desjardins Wealth Management to discuss socially responsible investing; we move to strategy #6 in retirement tax planning solutions and if you're a SunLife insurance policy owner, you'll be interested to hear what's new and various year end topics to prepare for.
Thanks for listening!
We are halfway through the retirement strategies!
I interview Ron Pugsley, Account Executive with Empire Life and we discuss the importance of protecting your investments from a cancer diagnosis (or other illness)
RESPs and tips to invest in a socially responsible way
We take a look at topic #4 in Retirement Tax Planning Strategies, the benefits of joint ownership in certain circumstances, monthly savings plans and a marketing update.
Hear about more retirement tax planning strategies, how TFSAs are handled when someone passes away, how to choose a financial advisor and an update on summer "office" hours/vacation time
I review the Bank of Canada holding steady on the overnight rate and we are reviewing the #2 strategy out of 10 for retirement. You can use your RRSP to buy your first home and I'm giving away gift cards to support local businesses.
So many topics on this May long weekend. And I start a series of retirement tax strategies. This podcast includes strategy #1 and there are 10 strategies I will highlight over the next while. Enjoy! :)
In this episode, I talk about where to keep your important documents, playing defense in your financial plans, RRSP and RRIF tax consequences, and how to maximize your returns if you are used to investments that guarantee your capital.
Join me as I go through a first quarter market update, learn about the different types of Powers of Attorney, and I talk to my assistant about protecting her mortgage and loans with REAL insurance vs creditor insurance.
It's tax time and the topics on this podcast surround tax scenarios and situations. I hope you enjoy it!
I have an office update for you; we discuss some basics around Registered Education Savings Plans; what is your magic # for retirment; and a story about a solution that worked for a client
In this episode I interview my assistant Rachelle and we talk about her son Simon and an investment that is set up to help him, in his future; how my critical illness insurance made a difficult situation easier to bear; and I'm moving into a new office very soon. . .
I'm asking the question "what is your biggest asset?" and explaining how to look at that asset. Then a new office update (which is fluid right now, so stay tuned!), and a discussion around RRSPs and TFSAs.
I will give you an update on my office (which I will update again next week because things have changed!), Questrade commercials and a market update for January ...