Conversations on Wealth

Oct 21 2024 45 ep. 21 mins 15
Conversations on Wealth Podcast artwork

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management. Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.

  Education
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The evolution of wealth: women and wealth

Oct 21 2024 30 mins  
In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP, Head of Wealth Strategies, chats with Natalie Bisset, SVP, Head of Corporate Development about how the wealth management landscape is evolving as women prepare to control nearly half of Canadian wealth by 2026. Sarah and Natalie talk about how female investors want their investments to influence social change,

Essentials of being an executor

Sep 25 2024 20 mins  
Sarah Widmeyer and Brett Burke discuss why you should carefully consider the role of executor if you’re asked, emphasizing the time, energy and skills required. Brett shares the duties of an executor, including legal obligations, the importance of legal and tax advice, recording all transactions, digital asset management and obtaining executor liability insurance.

5 steps to deliberate practice growth

Jun 05 2024 25 mins  
In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies, chats with Christina Clement, Vice President Growth and Execution about how advisors can deliberately grow their practice. Emphasizing the need to move away from repetitive behaviors and set specific goals, Christina outlines a five-step framework of purposeful action, focusing on

Managing a financial windfall

May 15 2024 17 mins  
Receiving a windfall can come in many forms, a lottery win, an inheritance, business sale, or a real estate sale. In this episode of Conversations on Wealth, host Sarah Widmeyer and Ryan Knipfel, senior financial planner at Richardson Wealth talk about how important it is to have a strategic financial plan if you come into sudden money – either expectedly or unexpectedly – so y

When should you review your will?

Apr 10 2024 22 mins  
Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax. Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses th

How To Get Referrals From Centres of Influence

Nov 29 2023 16 mins  
Centres of Influence referrals, or COIs, are incredibly important in generating clients who are a good fit for an advisor’s business and client base. In our latest episode of Conversations on Wealth hosted by Sarah Widmeyer, Christina Clement, VP, Growth and Execution at Richardson Wealth explains what advisors need to do to get the referral strategy right, including: – Take

How to introduce children to wealth

Nov 08 2023 18 mins  
It’s difficult for many families to have frank discussions about money; talking about passing on wealth can be especially tricky. In the latest episode of our Conversations on Wealth podcast hosted by Sarah Widmeyer, we address the importance of discussing wealth with children early, with Sascha Isaacs Portfolio Manager at Richardson Wealth Private Family Office. Sascha shares th

Investing versus trading: navigating the emotional rollercoaster of cyclical markets

Oct 25 2023 15 mins  
Featuring An Nguyen, Vice President, Investment Services, listen to our latest podcast episode of Conversations on Wealth as we address why navigating the emotional roller coaster of investing is easier said than done. We dive into why it's so important to stay invested, what that looks like, and how an advisor can help work through these market cycles.

Maximizing the impact of your charitable giving

Oct 04 2023 19 mins  
In our latest episode of Conversations on Wealth, host Sarah Widmeyer, SVP, Head of Wealth Strategies talks philanthropy and the importance of strategic giving with Sylvia Azoulay, VP, Tax & Estate Planning. We talk about: - Getting started on a personal or family giving strategy - How donating a life insurance policy works -The difference between donor advised funds and private

Tax considerations and strategies when moving out of Canada

Sep 20 2023 24 mins  
Sarah Widmeyer speaks with Sean Hsu about tax considerations and strategies when moving out of Canada. We talk about residency and tax obligations and understanding how to use Canadian registered accounts as part of your tax strategies for maximum benefit.