Women's Wealth Canada: Recent Episodes
Glory Gray
This educational podcast, hosted by Glory Gray, "Your Personal Trainer for Financial Fitness,™" helps Canadian women make the most of their money and their life.
What happens when you suddenly find yourself in full control of your finances after a major life change? In this episode, Glory Gray explores how women can take ownership of their wealth after transitions like divorce, the loss of a spouse, or retirement. Learn how to shift from uncertainty to clarity, apply the skills you already have to your financial life, and start making confident, intentional decisions that align with the life you want to build.
Guest: Antonia Medeiros atwww.antoniamedeiros.com
Musical artists in this episode:
- Purple Planet Music; Jawberry; Midnight Riot; The Honeytones; Palm City
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
Breaking down the common fear of retirement: it’s not about hitting a magic number, but understanding what your real life costs.
If you’ve ever felt overwhelmed by the seemingly endless questions — How much do I need? Will I have enough? — this episode offers a fresh perspective.
Retirement isn’t funded by headlines or arbitrary targets. It’s funded by your actual life — your spending, your priorities, your choices.
Glory Gray revisits the essential mindset shift that transforms retirement planning from stressful guesswork into a clear, empowering process.
She reveals why focusing solely on a dollar amount misses the point, and how a small change in language — replacing “budget” with a mindset of control — can change everything.
With specific tools like the 4% rule, she shows how to develop a realistic, flexible plan that adapts as your life evolves. Accuracy and clarity matter more than perfection, especially when retirement is just around the corner.
You’ll discover:
- Why retirement questions should start with understanding your actual life costs, not headlines or “magic numbers”
- How to shift from restrictive budgets to control-focused planning that illuminates your true priorities
- The importance of flexibility: why your spending will change year to year and how to plan for it
- The 4% rule — a simple yet powerful guideline for sustainable withdrawals, tailored to real life
- Practical resources for women ready to take charge of their financial future, without stress or guesswork
This is essential listening if you want to make smarter, more confident decisions about your retirement — no more guessing, no more comparison.
Get clarity now, so you can live your retirement on your terms.
If you're serious about turning financial stress into empowerment, this episode is a must.
Glory Gray is a Canadian wealth manager focused on helping Canadian women craft a retirement plan aligned with their real lives, not headlines. With her straightforward approach, she proves that feeling in control is the best investment you can make.
Perfect for women approaching retirement, those feeling overwhelmed by the numbers, or anyone ready to redefine what financial security truly means. Take control of your future today — your real life is worth it.
Women’s Wealth Canada Season One, Episode Two
Music by:
Purple Planet Music; The Honeytones; Gem Brulé; Skateshop; Virgil Arles
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
What if retirement isn’t a finish line — but a choice?
This episode begins a multi-part series designed for women who are thinking about — or already living in — their next chapter. I’m inviting you into a more thoughtful conversation about retirement that moves away from rigid rules and toward intention, flexibility, and personal freedom.
In this episode, I revisit some meaningful ideas from earlier seasons — the ones listeners have told me changed how they think about life after full-time employment.
We’ll talk about:
- Why retirement today is less about stopping and more about choosing
- The many ways women live their next chapter — and why none are permanent
- The importance of flexible planning that can shift as life does
If you feel a shift happening — not an ending, but a next chapter — you’re in the right place.
Resources in this episode:
Season One, Episode One
Season One, Episode Six
Music by:
Purple Planet Music; Mykola Sosin; Marcelo Moura; Luca Di Alessandro; Fenice artist; Dmitrii Kolesnikov
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
Season 6 of the Women’s Wealth Canada Podcast is here and it’s more honest, practical, and empowering than ever before.
Hosted by Glory Gray, financial planner, wealth advisor, and trusted voice for Canadian women, this season dives deeper into the real-life money conversations that don’t always get talked about.
This season, we explore:
- How life transitions such as retirement, career shifts, divorce, loss, or reinvention can impact our financial decisions
- The emotional and psychological side of money, not just the numbers
- What it truly means to feel confident, capable, and in control of your financial life
- How to plan wisely for the future while still enjoying today
You’ll hear from expert guests including estate professionals, retirement coaches, and thought leaders who understand that wealth isn’t just about accumulating money, it’s about clarity, purpose, and choice.
If you’re navigating change, questioning what’s next, or simply want to make smarter, more confident financial decisions, Season 6 is for you!
🎧 New episodes coming soon.
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
What happens to your pension after you leave your job? In this episode, Glory Gray explains how locked-in pensions work in Canada and how to turn a LIRA into reliable retirement income. Learn the difference between LIFs and annuities, when you can unlock your pension, and how smart planning can help your money last longer.
Resources mentioned in this episode:
Season 5, Episode 9: Making the Most of Your Company Pension in Canada https://www.glorygray.com/blog/maximize-your-workplace-pension-1
Season 4, Episode 7: 10 Must-Know Answers to Your RRSP Questions https://www.glorygray.com/blog/10-must-know-answers-to-your-rrsp-questions
Original Music by
Purple Planet Music; Dmitrii Spis; Ezzy; Gem Brulé, DELUXXE; The Honeytones and jumpseat
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
If you’re contributing to a workplace pension or planning for retirement, this episode is a must-listen. Glory Gray explains the differences between Defined Benefit and Defined Contribution plans, what happens to your pension when you leave a job, and how a LIRA (Locked-In Retirement Account) fits into your retirement plan. Learn how to protect and maximize your pension benefits during your working years—and get ready for Part 2, where we’ll cover turning your LIRA into income.
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
Building Your Financial Dream Team: Must-Have Advisors for Women
In this episode, host Glory Gray talks about the financial dream team every woman deserves. If you've ever felt like you're managing your finances solo — from taxes to retirement planning to estate documents — this episode is your reminder that you don’t have to do it all alone.
We’ll cover:
- Why trying to “DIY” your financial life might be holding you back
- The 5 key professionals who can help you protect and grow your wealth
- When and how to bring each advisor into your life
- Red flags to watch out for when choosing your team
- A simple action step to get started today
Whether you're navigating divorce, preparing for retirement, or just ready to feel more confident with money — this one's for you.
GRAB YOUR FREE FINANCIAL DREAM CHECKLISThttps://www.glorygray.com/your-financial-dream-team-checklist
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
Are you navigating life solo and wondering how to build lasting financial security — without a second income or a partner? This episode is for you.
Join Glory Gray, Financial Planner and Wealth Manager, as she dives into the unique realities of wealth planning for single women over 45 — whether you’re single by choice or by chance.
You’ll learn:
- The top 5 financial challenges single women face — and how to overcome them
- How to turn your independence into your greatest financial strength
- Practical strategies to build a strong foundation, invest wisely, plan for retirement, and protect your future
- Why estate planning and building your financial dream team is essential when you’re planning solo
Glory also shares inspiring real-life examples of how Canadian women are redefining success, housing, retirement, and joy on their terms.
💡 Plus: Grab Glory’s free guide, “12 Smart Questions to Ask When Interviewing a Wealth Advisor” at GloryGray.com — a must-have if you're looking to partner with a pro who truly 'gets you.'
Whether you’re managing your money alone or simply want a plan that puts you first, this empowering episode will leave you feeling informed, confident, and in control.
🔔 Subscribe, share with a fellow independent woman, and don’t miss next month’s episode: “Building Your Personal Financial Dream Team.”
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
Hosted by Glory Gray of Glory Gray Wealth Solutions
Being named as an executor can feel overwhelming — but it doesn’t have to be.
In this episode, Glory speaks with Shelley Essery, Estate Specialist, about what every Canadian needs to know before and after a loved one passes away. Together they share insights that can save you time, stress, and unnecessary conflict when settling an estate.
You’ll learn:
- The first steps to take when you become an executor
- Common mistakes that delay the process — and how to avoid them
- How to stay organized and keep family communication clear
Thanks for listening, and we look forward to sharing more empowering stories with you. Don't forget to subscribe and leave a review!
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
In this episode of the Women’s Wealth Canada Podcast, host Glory Gray dives into the world of real estate with guest Puja Aggarwal, an expert in wealth building through property investment. Together, they explore how Canadian women can confidently navigate the ever-changing housing market, even in uncertain economic times.
Puja shares practical strategies for getting started in real estate, building equity, and making smart investment decisions that align with your financial goals. Whether you're a first-time homebuyer or looking to grow your property portfolio, this episode offers empowering insights to help you take ownership of your financial future through real estate.
Resources: www.KAPSrealtygroup.com
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
In this episode of the Women’s Wealth Canada Podcast, host Glory Gray breaks down the key financial strategies for building wealth at every stage of life.
Glory explores the importance of establishing an emergency fund, avoiding high-interest debt, and developing smart savings habits. She shares actionable tips for setting financial goals in your 30s, balancing retirement and education savings in your 40s, and preparing for a secure retirement in your 50s and beyond.
Packed with practical insights, this episode will help you take control of your financial future with confidence. Tune in for expert advice and real-life strategies to build lasting wealth, no matter where you are on your financial journey.
Resources in this podcast:
📝 Five Ways to Recharge your Financial Goals
📝 Retirement Investment Accounts
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
In this episode of the Women’s Wealth Canada Podcast, host Glory Gray explores how patience and diversification can strengthen your financial future.
Glory explains how money is always in motion, debunks myths about diversification, and shares how institutional investors strategically buy during downturns. She also tackles the common question: should you pay down your mortgage or invest?
Packed with practical insights, this episode will help you make confident financial decisions and stay in control of your money. Tune in for expert advice and real-life examples to build lasting wealth.
Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor
Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire
Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar
CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form
GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray
Send us a text
In this episode of the Women’s Wealth Canada Podcast, host Glory Gray breaks down 5 Steps to Protect Your Retirement Savings from Inflation, helping you safeguard your financial future in uncertain times.
Drawing from her extensive expertise, Glory simplifies the complexities of inflation and its impact on your savings. She shares practical strategies to adjust your spending, optimize your investments, and maintain financial stability—even in a high-inflation environment.
From understanding how inflation affects daily expenses to navigating market changes with confidence, this episode is packed with actionable tips to help you thrive in your retirement journey.
Whether you’re nearing retirement or already enjoying it, tune in for expert insights and real-life examples that will empower you to protect your wealth and plan for tomorrow with clarity.
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 this episode of the Women’s Wealth Canada Podcast, host Glory Gray reveals How to Invest With Confidence: Five Secrets to help you take charge of your financial future. Drawing from decades of experience and lessons learned, Glory demystifies the world of investing and provides actionable advice to build your confidence, no matter where you are on your financial journey.
From understanding the importance of an emergency fund to learning how to invest automatically, Glory uncovers the keys to financial empowerment. She also shares tips on fostering open conversations about money, developing resilience through market downturns, and seeking guidance from trusted professionals.
Whether you’re new to investing or looking to refine your approach, this episode is packed with valuable insights to help you navigate the path to financial security with confidence.
Podcast References: https://www.seaandsummitbooks.com/browse/filter/t/persephone/k/publisher
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 this episode of the Women’s Wealth Canada Podcast, host Glory Gray shares her personal journey of planning early retirement for her husband, Squatch, using the same strategies she applies with her clients. From assessing household expenses to leveraging RRSPs and mindful saving, Glory breaks down the practical steps that made early retirement a reality.
Then, she dives into the 10 Must-Know Answers to Your RRSP Questions, offering valuable insights on:
- What an RRSP is and how it works.
- How RRSPs help reduce taxes and build long-term wealth.
- Contribution limits, deadlines, and withdrawal rules.
- Special programs like the Home Buyers’ Plan and Lifelong Learning Plan.
- The differences between RRSPs and TFSAs.
Whether you’re just starting your retirement savings journey or looking for ways to optimize your RRSP strategy, this episode is packed with actionable tips to help you take control of your financial future.
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 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
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.
Take Action:
Are you ready to take control of your financial future? Visit GloryGray.com and download our free guide, “12 Smart Questions to Ask When Interviewing a Wealth Advisor.” This guide will help you find the right advisor to manage your investments and secure your financial independence.
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
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
In this insightful episode of the Women's Wealth Canada Podcast, host Glory Gray sits down with Sandy Pollack, an esteemed estate planner and family business advisor, to discuss the vital importance of leaving a legacy that benefits future generations rather than creating a burden. Sandy, author of "Don't Leave a Mess: How to Disaster Proof Your Family Legacy," shares her expertise on navigating the complexities of managing family wealth and preparing for one of the largest generational wealth transfers in history.
Listeners will gain valuable insights into the distinctions between building and managing wealth, and the necessity of fostering clear family conversations to intentionally create generational wealth. Sandy delves into her experiences with multi-generational family-owned businesses, highlighting the significance of understanding family dynamics and the often-overlooked role of women as the "chief emotional officers" in these enterprises.
Throughout the episode, Glory and Sandy explore various topics including the importance of involving spouses in financial planning, the intricacies of succession planning, and the challenges of preparing the next generation to handle family wealth responsibly. Sandy's practical advice and thoughtful anecdotes provide a comprehensive guide for business owners seeking to ensure their legacy is a source of strength and unity for their families.
Join Glory and Sandy for an engaging conversation that emphasizes the critical steps needed to leave a legacy that is well-organized, intentional, and reflective of your family's values.
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
Too many Canadians don’t have a financial plan. That’s what a recent FP Canada report found.
Only 25 per cent of Canadians are working with a financial advisor and 30 per cent of those surveyed say they don't have a financial plan at all.
Interestingly, younger people are more likely to say they don't have a financial plan but wish they did.
What caught my eye about this survey is that Canadians don’t even agree on what a financial plan is. Some think it is an investment plan, that is, a plan for what types of investments you’ll put money into. Other people think a financial plan is a written plan that shows where you are today when it comes to your financial circumstances, where you plan to be tomorrow and how you’ll get there. That definition is closer to the truth.
A financial plan looks at the big picture. It helps you set short-term and long-term financial goals and identify steps to achieving them. In this episode, we look at:
Financial Planning
What Your Plan Should Include
How a Plan Can Help You
Why You Might Not Already Have a Plan
And most importantly ... how to get one!
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
Each year, I like to begin by talking about goals. And specifically about you and your financial goals. Have you set them? Are you making progress? Do you have a plan?
Let's talk about 5 ways to recharge your financial goals this year.
What financial goals did you set for yourself last year? Which ones did you achieve and which are you still working on? Which ones do you need to work on first?
What goals no longer serve you? Life changes every year. Our goals do too. Let it go if it’s not going to make your life better.
In this episode, we will dive deep into the five essential ways to revive your financial goals.
- Sort Your Goals: Evaluate, eliminate, and prioritize your financial goals for the year.
- Money Matters: Understand where your money is coming from to fund your 2024 goals. Consider additional income sources and optimize withdrawals for retirees.
- Emergency Fund TLC: Tend to your emergency fund—essential for reducing stress and providing a financial cushion during unforeseen circumstances.
- Debt Demolition: Choose between snowball and avalanche methods to pay down debt faster. Pick what suits you, but remember never to accumulate credit card debt.
- Portfolio Rebalance: Annually reassess and diversify your investment portfolio for stable growth.
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
Welcome to the Women's Wealth Canada podcast, where we discuss everything related to government retirement benefits in Canada. In this episode, Glory Gray discusses everything you need to know about the Canadian Pension Plan or CPP, Old Age Security or OAS, and the Guaranteed Income Supplement or GIS.
In this episode, she will give an overview of both CPP and OAS, including how they are funded, what the maximum benefit amount is, and some of the advantages and disadvantages of starting CPP early or delaying it until 70 for an 8.4% guaranteed return. She'll also cover when OAS can be taken and the additional benefits of delaying it after 65.
She includes a brief overview of CPP and OAS.
The Canadian Pension Plan is a mandatory benefit for all working Canadians aged 18 or older. You contribute to this plan throughout your working years, and when you retire, you receive monthly payments based on your contributions. The amount you receive depends on factors such as the number of years you contributed, your average earnings, and your age when you start receiving payments.
On the other hand, Old Age Security is a benefit that is available to all Canadians aged 65 or older, regardless of whether they worked or not. Unlike CPP, you do not need to contribute to OAS, but the amount you receive is based on the number of years you lived in Canada after the age of 18.
She dives into some of the advantages and disadvantages of starting CPP early or delaying it until 70. Delaying CPP can result in a higher benefit amount, but it may not always be the best option for everyone. We'll explore different scenarios and help you determine what might be best for you. She will also discuss the basics of when OAS can be taken and the additional benefits of delaying it after 65. Delaying OAS can result in a higher benefit amount as well, and we'll explore whether this is a good strategy for you.
And what about a Guaranteed Income Supplement or GIS and how it provides additional support for lower-income retirees. She dives into the eligibility requirements and how to apply for this benefit.
So, if you're ready to learn everything you need to know about CPP, OAS, and GIS, be sure to tune in. Don't forget to download, subscribe, and share with your friends and family who may also benefit from this information.
PS - We are taking a summer break after this episode. See you in September!
Hosted by Glory Gray of Glory Gray Wealth Solutions
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2023 Glory Gray.
This week on the Women's Wealth Canada Podcast, we are talking about How to Plan for Changes in your Health and Lifestyle in Retirement.
As you make plans for retirement, it's important to remember that your health and lifestyle needs may change over time.
One of the first things you'll need to do is to prepare a financial plan when meeting with a financial planner. This will give you an idea of your cash flow requirements over the years for the rest of your life. You'll need to know how much money is coming in and going out each year and whether you have enough saved to make it all work.
Research shows that expenses in our 60s are typically higher than they are in our 80s and beyond. During our 60s and 70s, we may be traveling more, visiting our grandchildren, and ticking things off our bucket list. Travel health insurance premiums typically increase with age, making traveling harder in our 80s and beyond.
As we reach our 80s, out-of-pocket healthcare costs tend to increase, which is why many people prefer to stay at home more often. In-home care is available, and it's necessary to start gathering information about available services near you. Assisted living facilities can also be similar to being on a cruise, and they provide a great deal of activities and a strong social element.
It's essential to maintain your physical, emotional, and spiritual health in retirement, along with your financial freedom. Finding an activity that you enjoy, preferably with a social element, is essential for good health as we age. Purpose is also a deep driver of well-being, and knowing what you value is the best place to start. An exercise to try is to answer the following three questions for a week:
what you need more of in your life:
what are 10 things you're grateful for today, and
what are five words that describe you best and why.
After a week, you'll be able to see some patterns and start focusing on doing things that are important to you to have a happy retirement.
Remember, as you adapt your home to fit your needs and preferences, you'll be able to stay in it for longer. The longer you can adapt your home, the more comfortable you'll be in it. Planning for changes in your health and lifestyle may seem complicated, but with the right tools and preparations, you can be comfortable in your retirement years.
Join us inside the podcast to learn more.
Hosted by Glory Gray of Glory Gray Wealth Solutions
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2023 Glory Gray.
In this episode of the Women's Wealth Canada Podcast, we sit down with Jennifer Leach Sandford, a lawyer specializing in wills and estates. Jennifer shares valuable insight into the importance of having a will in place and when is the best time to prepare one, especially if you have a health diagnosis that may lead to progressive illness.
We also delve into the differences between a will, power of attorney, and healthcare directives. While a will provides instructions for the distribution of your assets after you die, power of attorney and healthcare directives come into play when you lose capacity. Your healthcare representative and personal care representative make decisions on your behalf, such as whether you're going into long-term care, while the power of attorney controls the administration of your assets.
Jennifer also shares some fascinating stories of cases where wills were challenged, and why it's essential to work with a lawyer who ensures the individual giving the instructions has the necessary capacity.
Don't miss this informative episode where you'll learn everything you need to know about estate planning. So, sit back, relax, and listen to the end to discover how you can protect your future and your loved ones. 💡💼💰
Our Guest
Jennifer Leach Sandford, Horne Coupar LLPJennifer is a lawyer practicing in the areas of wills, estates, trusts, tax planning, and taxpayer representation. She joined Horne Coupar LLP in 2021 prior to which she worked as an income tax and trusts lawyer in Montreal and Toronto for over fifteen years.
Hosted by Glory Gray of Glory Gray Wealth Solutions
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2023 Glory Gray.
Welcome to "Simple Estate Planning for Everyone," where we break down the complexities of estate planning so that everyone can understand and take control of their future.
Our guest Jennifer explains that a will is a document expressing an individual's wishes about what happens to their assets after their death, and it can be changed as long as the person has the capacity to make rational decisions. We also dive into planning techniques that can be used to ensure that one's wishes and instructions are met.
Did you know that if someone dies without a will, their assets are distributed based on provincial laws, which may not include relatives outside of certain degrees of separation? We discuss why it's important to have a will in place and how online will kits and paper wills may not always be the best option for more complicated estates.
Finally, we talk about when it may be necessary to review your will such as when life circumstances change like marriage or divorce, receiving an inheritance, or moving provinces. Tune in for all this and more!
Our Guest
Jennifer Leach Sandford, Horne Coupar LLPJennifer is a lawyer practicing in the areas of wills, estates, trusts, tax planning, and taxpayer representation. She joined Horne Coupar LLP in 2021 prior to which she worked as an income tax and trusts lawyer in Montreal and Toronto for over fifteen years.
Hosted by Glory Gray of Glory Gray Wealth Solutions
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2023 Glory Gray.
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 of Glory Gray Wealth Solutions
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2023 Glory Gray.
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 of Glory Gray Wealth Solutions
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2023 Glory Gray.
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
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 Free Webinar: The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation with Glory Gray at hello@womenswealth.ca
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music “Positive Determination”
Other incidental and theme music by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2022 Glory Gray.
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
Connect with Glory
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 Free Webinar: The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation with Glory Gray at hello@womenswealth.ca
Website: WomensWealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music “Positive Determination”
Other incidental and theme music by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2022 Glory Gray.
📖 Women's Wealth Canada Blog🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor📽 Free Webinar: The Real Questions to Ask Before You Retire
👉 Free Wealth Consultation with Glory Gray at hello@womenswealth.ca
Website: WomensWealth.ca Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
MusicBackground Intro music “Positive Determination”
Other incidental and theme music by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2022 Glory Gray.
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
Connect with Glory
📖 Women's Wealth Canada Blog
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation with Glory Gray at hello@womenswealth.ca
📽 Free Webinar: The Real Questions to Ask Before You Retire
Website: WomensWealth.ca
Twitter: @WomensWealthCA
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Music
Background Intro music “Positive Determination”
Other incidental and theme music by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2022 Glory Gray.
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:
-
Realize a TFSA is an investment account, not a savings account.
-
Use your TFSA is for any windfalls you may receive
-
Keep track of your contributions and withdrawals
-
Understand the residency requirements
-
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
Connect with Glory
Read the Women's Wealth Canada Blog
Get the Guide: "12 Smart Questions to Ask When Interviewing a Wealth Advisor"
Book a Free Wealth Consultation with Glory Gray at hello@womenswealth.ca
Website: WomensWealth.ca
Twitter: @WomensWealthCA
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Music
"Awe Whistle, A (H1).wav" by InspectorJ (www.jshaw.co.uk) of Freesound.org
Other incidental and theme music by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
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 Free Download
Connect with Glory
Read the Women's Wealth Canada Blog
Get the Guide: "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Book a Free Financial Consultation with Glory Gray at hello@womenswealth.ca
Website: WomensWealth.ca
Twitter: @WomensWealthCA
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Theme music by Purple Planet Music. Rights reserved.
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
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
Connect
Read the Women's Wealth Canada Blog.
Get the Guide: "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Book a Free Financial Consultation with Glory Gray at hello@womenswealth.ca
Website: WomensWealth.ca
Twitter: @WomensWealthCA
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Theme music by Purple Planet Music. Rights reserved.
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
Hosted by Glory Gray of Glory Gray Wealth Solutions
How are you sabotaging yourself and keeping yourself from reaching your greatest potential? Are you sitting around feeling that something just isn’t right? Do you believe there is more to life than just existing? There have been many studies done that show, no surprise, a lack of money can be a huge stressor in our lives.
Come listen in as I speak with Denise Belisle on how to stop the self-sabotage. Denise Belisle is a Certified Mental Fitness Coach of Positive Intelligence. Her business is called In Motion Coaching.
Blog Post
SHOW RESOURCES
Denise Belisle | Motion Coaching
Listeners can go onto Denise’s website, click on “Calculate your Sage Powers Score” and find out which saboteur they are.
List of Saboteurs
Positive Intelligence
Shirzad Chamine
GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Connect with host Glory Gray
Website: WomensWealth.ca
Email: hello@womenswealth.ca
LinkedIn: Glory Gray
Facebook: @GloryGrayWealthSolutions
Twitter: @WomensWealthCA
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Stories from the Trenches: What My Clients Have Taught Me | Women's Wealth Canada Podcast
Hosted by Glory Gray of Glory Gray Wealth Solutions
Learn from women who have retired or are nearing retirement about what they wish they had known before making this life-changing decision. Whether you're just starting out or are already in retirement, these insights will be invaluable.
00:00:28 Overcoming Financial Challenges: Hear from 3 Inspiring Women
00:01:09 Glory: Hard Rocker to Financial Advisor for Canadian Women
00:02:58 Robin: Breaking Free from the Home Rental Trap
00:04:38 Jenny: Be the CEO of your Own Life
00:05:47 Brenda: I Had it All. Then my Husband Died
00:06:55 One Last Story: A Story of Courage and Hope
Episode Webpage
GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Connect with host Glory Gray
Website: WomensWealth.ca
Email: hello@womenswealth.ca
LinkedIn: Glory Gray
Facebook: @GloryGrayWealthSolutions
Twitter: @WomensWealthCA
Theme music by Purple Planet Music. Rights reserved.
Hosted by Glory Gray of Glory Gray Wealth Solutions Wishing you and yours a wonderful festive season! We'll be back for more Women's Wealth Canada episodes in 2022. Happy Holidays!GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor"Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
Theme music by Purple Planet Music. Rights reserved.
Hosted by Glory Gray of Glory Gray Wealth Solutions
All the money that we saved to live a great retirement will be worth nothing if we don’t have our health. With that in mind, I’m excited to welcome today’s guest, Charlotte Crowley, Registered Holistic Nutritionist and yoga instructor. We'll discuss:
- What ONE change to your diet can you make that will make a big difference to your health?
- What diet is right for you?
- Life is busy! How can you make eating healthy easy?
- What are some smart snack choices?
Resources in this episode:Healthy recipes from the Canada Food Guide
Charlotte's websiteEmail Charlotte
GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor" Connect with host Glory GrayWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
Theme music by Purple Planet Music. Rights reserved.
Hosted by Glory Gray of Glory Gray Wealth Solutions
In this episode, we'll cover some top tax tips to get you ready for year end.
- Top ways retirees can save on taxes
- Little known tax credits you can take advantage of
- Avoiding OAS clawback
- Important tips especially for women
GET THE WOMEN'S WEALTH CANADA GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Connect with host Glory GrayWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
Theme music by Purple Planet Music. Rights reserved.
Hosted by Glory Gray of Glory Gray Wealth Solutions
In this episode, we peel back the complicated layers of finding financial advice in Canada.
- Do you even need a financial advisor?
- How to make 2.73 times MORE money
- Finding the right advisor for you
Resources in this episode:The Gamma Factor and the Value of AdviceGET THE WOMEN'S WEALTH CANADA GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Connect with host Glory GrayWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
Theme music by Purple Planet Music. Rights reserved.
Hosted by Glory Gray of Glory Gray Wealth Solutions
**Our home is often our biggest asset. But it can be hard to access that value when we need cash.
Rita Cousins of the Cousins Mortgage Team at Mortgage Architects is here to help you find ways to squeeze money from your home!**
- What's the difference between a Reverse Mortgage and a HELOC?
- The one thing Rita recommends we do BEFORE we retire.
- How applying for a mortgage on an investment property is different than applying for a mortgage on your own home.
- Top tips for new homebuyers
Resources in this episode:Reverse Mortgage, Downsizing or HELOC? by Erica Alini, Global NewsGET THE WOMEN'S WEALTH CANADA GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Connect with guest Rita Cousins
Website: The Cousins Mortgage Team Email: mortgages@ritacousins.com**
Connect with host Glory GrayWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
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Today we want to mention another great Canadian podcast, "Focus and Freedom for Entrepreneurs," hosted by Val Low.
Val is a digital & efficiency expert who helps entrepreneurs clear the business clutter and thrive. Through her Focus&Freedom™ Method many entrepreneurs have experienced more focus, time and freedom.
Val shows entrepreneurs how to calm the overwhelm and distractions with focus and efficiency strategies and tools that enable them to have the freedom to do the things that matter most in their business and life.
Through her Magnify Your Brand™ program, entrepreneurs and experts can clarify their message, attract their ideal clients and create a brand experience that people love to talk about.
Listen to Glory and Val as they talk about Financial Fitness on "Focus and Freedom for Entrepreneurs"
Resources in this episode:Mint.com versus YouNeedaBudget.com
"Women's Wealth Canada" is hosted by Glory Gray of Glory Gray Wealth SolutionsGET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor"Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
Theme music by Purple Planet Music. Rights reserved.
Hosted by Glory Gray of Glory Gray Wealth SolutionsGET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor"Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
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Hosted by Glory Gray of Glory Gray Wealth SolutionsGET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Are you at a crossroads and wondering what’s next for you? Well, you’re in luck, because Certified Retirement Options™ Coach, Stefa Katamay, is my special guest today. Join us as we tackle the REAL questions you should ask yourself before retiring.
- Why life transitions like retirement should be viewed in five year chunks of time
- Why do we wait until we’re in our sixties before we seem to hit our stride? What was happening before then?
- FIRE (Financial Independence Retire Early) and the "new retirement"
- Top concerns for people in retirement
Resources in this episode:Designing Your Life by Bill Burnett and Dave EvansSuccessful Aging **by Daniel Levitin
Connect with guest Stefa Katamay
Website: NextinLife.ca Stefa on LinkedIn Instagram: @next.in.life**
Connect with host Glory GrayWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
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**Want to donate to your favourite charities using the secrets of Canada's wealthiest families? We've got you covered!
Today, we're talking with Carol Bezaire, Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments.
In this episode, we'll talk about:**
- Who gives to charities in Canada?
- What are the tax benefits of giving to charity? How do Charitable Tax Credits work and how much can I save?
- What if an individual client donates securities instead of cash?
- How does a Donor Advised Funds (DAFs) work?
- What are the advantages of donating using your own DAF?
- How can a financial advisor help with charitable giving?
- What are the steps to opening a DAF? What happens after the DAF is opened?
- Stories of people who've made an impact on their community and family using DAFs.
Resources in this episode:Philanthropic Foundations of CanadaMackenzie Investments Charitable Giving Program
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
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**Does it make more financial sense to Lease or Buy your next new car? Glory tackles this frequently-asked question with guest David Gray (aka Squatch.)
We'll cover these topics:**
- How does a lease work?
- Do some brands lease better than others?
- How can leasing help business owners?
- How can auto accidents affect my trade in value?
- Is it better to lease or buy a battery/electric powered vehicle?
**Also in this episode: New studies on women vs. men and net worth in Canada.
Resources in this episode:
David Gray of Nanaimo Toyota
Email: davidgray@nanaimotoyota.com**
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
Incidental music: "Salty and Sweet" by Michael Ramir C.
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Today, we're wrapping up our series, "A Girl Needs Cash." We’re talking about all the different sources of cash income you can create for yourself to support your lifestyle after the pay cheques of your full-time working years stop coming in.
- Ways to make money from your own home
- Uncommon ways to invest in real estate
Resources in this episode:Expatistan.comNumbeo.com"Mindful Spending Plans and the 4% Rule" by Glory Gray"A Girl Needs Cash: Pensions and Government Benefits" The Women's Wealth Canada Podcast"A Girl Needs Cash: Retirement Accounts" The Women's Wealth Canada Podcast"A Girl Needs Cash: Creating a Dividend Pay Cheque" The Women's Wealth Canada Podcast
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
Incidental music: "Love Life" by Purple Planet Music.
Theme music by Purple Planet Music. Rights reserved.
A girl needs cash, and that’s the name of the series we’re continuing today. We’re talking about all the different sources of cash income you can create for yourself to support your lifestyle after the paycheques of your full-time working years stop coming in.
- Is the stock market just a big casino?
- How to build a regular monthly pay cheque with dividends
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
Incidental music: "Salty and Sweet" by Michael Ramir C.
Theme music by Purple Planet Music. Rights reserved.
A girl needs cash, and that’s the name of the series we’re continuing today. We’re talking about all the different sources of cash income you can create for yourself to support your lifestyle after the paycheques of your full-time working years stop coming in.
- How to maintain your sanity when it comes to managing your nest egg
- How to get a bigger paycheque so you can pay yourself more
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
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A girl needs cash, and that’s the name of the new series we’re starting today. We’ll talk about all the different sources of cash income you can create for yourself to support your lifestyle after the paycheques of your full-time working years stop coming in.
- Splitting pension income
- When should you take CPP income payments?
- When should you take OAS income payments?
Resources in this episode:How to read an annual pension plan statementBC Public Service Pension PlanEstimated CPP payments from your My Service Canada Account
Glory’s Calculator: Should you take CPP earlier or later?
Incidental music:Love Life by Purple Planet Music
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
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Our series: Beyond the City Lights: Healthy and Wealthy in a Small Town continues with my interview with Career and Life Transition Coach, Sue Maitland.
We discuss:
- How Sue made a bold move to Victoria, BC
- Common mistakes people make when considering moving to another town
- Finding the hidden job market
- How to network to find your tribe
Resources in this episode:
Sue Maitland, Certified Life and Career Transitions CoachSue Maitland Website Incidental music:Feelin' Good by Purple Planet Music
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
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**Are you considering a big move away from the city but are wondering what it’s like and how to do it while making smart financial choices for your family?
You can have a great active life in a safe area, balancing work hours with time hiking and kayaking. And you can do it in a way without going broke. To help you in this journey, we’re starting a new series called: Beyond the City Lights: Healthy and Wealthy in a Small Town.**
To kick things off, Realtor Karen Kenyon with Royal LePage Parksville-Qualicum Beach will be joining me today. We'll discuss:
- How to make the most of a home buying trip
- How to make your home stand out when selling
- How should you stage your home?
- Types of homes that are selling now
Resources in this episode:
Karen Kenyon, Realtor, Royal LePage Parksville-Qualicum Beachvancouverislanddreamhomes.ca Springford Farmspringfordfarm.com/ Incidental music:Tennessee Mine by Sam Hill
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**
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In the previous episodes of our series, we’ve talked about what retirement will look like for you. We covered how you can create a budget, or what I like to call a “mindful spending plan.” We learned about the 4% rule and how it helps you figure out how much money you need to retire. Today we’re going to give you some final tips before you make your move.
- Deciding where you’ll live and the cost of living in your new community.
- Rent a home or buy a home?
- What to do with a lump sum: Pay down your mortgage or invest it?
- Downsizing tips from Melody Oshiro, owner of “Organize to Optimize.”
- How Glory and Squatch downsized.
Resources in this episode:
- Organize to Optimize
- “Downsizing the Family Home: What to Save and What to Let Go,” by Marni Jameson.
- “100 Tips for a Better Life.” by Ideopunk
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.ca**
Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
Music by Purple Planet Music. Rights reserved.
**Today, we’re continuing our Downsizing series. In Part Two, we’ll answer the question: "Do I have enough money to retire?"
Is it true everyone needs one million dollars to retire?
Creating a "Mindful Spending Plan" for your retirement.
What is "The 4% Rule?"
Resources in this episode:
"*The Real Retirement"* by Bill Morneau and Fred Vettese
OSC Get Smarter About Money Budgeting Worksheet*Mint.com* "*Do You Have Enough Money to Retire?*" by Glory Gray
Hosted by Glory Gray of Glory Gray Wealth Solutions.*GET THE GUIDE:* "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.ca**
Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
Music by Purple Planet Music. Rights reserved.
**Today, we’re starting our new Downsizing series. In Part One, we’ll talk about the big picture, envisioning this life you want to create for yourself.
Which type of retiree will you be?
How can you best prepare for success in retirement?
Top tips before you take the leap!
Resources in this episode:
"*The Nine Types of People You'll Meet in Retirement"* by Advance Capital Management*Home ExchangeTuGO Travel InsuranceBCAA Travel InsuranceGreen Shield Supplemental Health InsuranceHome Trust Preferred Visa Card31 Journal Prompts for Personal Growth and Self-DiscoveryLife Coach for Women: Antonia Medeiros* Hosted by Glory Gray of Glory Gray Wealth Solutions.*GET THE GUIDE:* "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.ca**
Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
Music by Purple Planet Music. Rights reserved.
**Why "Women's Wealth Canada?" Glory explains how the podcast got started and what you can expect.
We’ll talk about many of the money challenges and opportunities women just like you are facing. We’ll speak with experts who can answer your questions about money in all the areas of your life.**
Questions like:
- How do I provide a legacy for my children and grandchildren and how do I teach them about using money as a tool in their lives.
- How do I protect my investments in retirement and keep my taxes low?
- And of course, the Five things you always wanted to know about investing but were afraid to ask.
**And we’ll do all this by sharing stories of people who’ve been there, planning for their next life chapter.
Hosted by Glory Gray of Glory Gray Wealth Solutions.*GET THE GUIDE:* "12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.ca**
Website: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray
In this podcast, we’ll talk about many of the money challenges and opportunities Canadian women just like you are facing. We’ll speak with experts who can answer your questions about money in all the areas of your life. And we’ll do it by sharing stories of people who’ve been there, planning for their next life chapter.
We'll answer questions like:
- How do I provide a legacy for my children and grandchildren and how do I teach them about using money as a tool in their lives.
- How do I protect my investments in retirement and keep my taxes low?
- And of course, the Five things you always wanted to know about investing but were afraid to ask.
Hosted by Glory Gray of Glory Gray Wealth Solutions.GET THE GUIDE: **"12 Smart Questions to Ask When Interviewing a Financial Advisor"
Schedule a free financial consultation with Glory Gray
by emailing us at: hello@womenswealth.caWebsite: WomensWealth.ca Email: hello@womenswealth.ca Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray**