Matters Beyond Wealth

Oct 29 2024 53 ep. 19 mins 2

Matters Beyond Wealth Podcast artwork

Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.

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What is the loneliness epidemic?

Oct 29 2024 15 mins

Learn about the alarming link between loneliness and chronic diseases in older adults To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women’s Age Lab at Women’s College Hospital

What are the responsibilities of an executor?

Oct 15 2024 28 mins

Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role. To discuss this topic, Leanne is joined by Clare Burns, partner at the law firm WeirFoulds

How does a living trust differ from a trust in your Will

Oct 01 2024 26 mins

We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones

Do I have a bare trust?

Sep 17 2024 19 mins

Learn what bare trusts are and if the tax implications apply to you. To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.

What does an executor have to disclose to beneficiaries?

Sep 03 2024 16 mins

Listen in as we explore what beneficiaries can expect from executors during the estate settlement process To discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust

Be the author of your last chapter

Aug 20 2024 19 mins

Tell the story of how you lived and want to be remembered by writing your own obituary To discuss this topic, Leanne is joined by Sandra Martin, award-winning journalist, columnist, and contributing writer for The Globe and Mail

Thriving in retirement

Aug 06 2024 18 mins

Retirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforce To discuss this topic, Leanne is joined by Dr. Shaun Murphy, retired Organizational Psychologist and Management Consultant

Why pre-planning your funeral matters

Jul 23 2024 23 mins

Pre-planning your funeral protects your loved ones. Learn how you can make it as special and unique as you are. To discuss this topic, Leanne is joined by Jeffrey Weafer, president of the Funeral Services Association of Canada

Will the changes to the capital gains inclusion rate impact me?

Jul 09 2024 21 mins

Learn how changes to the capital gains inclusion rates impacts estates, trusts, the family cottage and other property To discuss this topic, Leanne is joined by Prashant Patel, vice president of High Net Worth Planning Services, RBC Family Office Services

Exploring living longer with steps to improve your ‘real age’

Jun 25 2024 18 mins

Can we truly reset our biology to defy our calendar age, and reboot our bodies back to our decades younger selves? To discuss this topic, Leanne is joined by Dr. Michael Roizen, anesthesiologist, internist and global chief wellness officer at the Cleveland Clinic