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The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc. Make sure to check out our podcast, WealthSmarts, wherever you find your podcasts. For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart. For regular content make sure to follow us on social media! Facebook/Instagram/Threads: @wealthsmart

In this week's episode of the WealthSmarts podcast we celebrate the contribution of businesses and non-profit organizations to our community in Richmond. In particular, we discuss how such organizations generate massive value in our society and too often fly under our radar.   We will also be talking about the Richmond Chamber of Commerce Business Excellence Awards which has recognized the best of Richmond’s business community since 1977. Joining us is Shaena Furlong, President and CEO of The Richmond Chamber of Commerce who will share her insights on the many different ways that businesses and non-profits shine. To nominate a business or non-profit organization that you feel deserves to be recognized, click here: https://www.richmondchamber.ca/business-excellence-awards/

Are you a wealth builder looking to get control of your personal finances?  Join Richard and Matt in their new series focused on the challenges that wealth builders face today in building a comprehensive financial plan. Each episode of this series will go in-depth into each stage of a comprehensive financial plan for a wealth builder. We will cover financial management, tax planning, estate and legal planning, risk management, retirement planning and investment planning. No matter where you are an established or aspiring wealth builder, this series is the perfect starting place.  Stay tuned for the Wealth Builder Series on the WealthSmarts podcast

Do you know the amount that you are paying for the financial advice you are receiving? This can be challenging to determine if you are getting value out of the investment fees that you are paying - especially when you don't know how much you are paying or what value you should be receiving. In this episode of the WealthSmarts Podcast, Richard and Matt go through their Value Fee Audit conversation to help Canadians understand the investment fees that they are paying, what should be included in a comprehensive financial plan, and how to calculate how much they are paying on a yearly basis. Listen to this episode of the WealthSmarts Podcast wherever you find your podcasts!

So many people create a financial plan only to let it sit on the shelf and never make any progress toward the financial goals that matter to them. This is frustrating because it may feel like all your hard work has gone to waste. You've done nothing to move closer to achieving your financial goals, leaving you in the same place as before. It's not your fault though, many financial plans can be overly complex and overwhelming. In this episode of the WealthSmarts Podcast, Richard and Matt dive deeper into the things that prevent many Canadians from making their financial plan useful. They discuss using your financial plan to take actionable steps towards achieving your financial goals. Some of the topics discussed include; avoiding the overwhelm of financial plans, making sure your financial plan actually helps you achieve the goals that matter to you, when to update your financial plan and many others. Listen to this episode of the WealthSmarts Podcast wherever you find your podcasts!

Do you want to learn more about charity but don’t know how or where to start? In this episode of the WealthSmarts Podcast, Richard and Matt continue their conversation with Founder and CEO of Charitable Impact John Bromley. They discuss how Charitable Impact is helping to make charitable giving easier for everyone by addressing the frustrations and friction associated with being generous. They also talk about ways that donors can focus on causes they want to support with time, treasure and talent. You will gain insight in empowering yourself as an intentional donor. This podcast will show you all the steps involved in making your donation journey easier so that you can focus on what matters most - supporting your favorite causes or charities! Tune into this episode of WealthSmarts Podcast today.  https://www.charitableimpact.com/

Are you looking for ways to make your charitable giving more meaningful? Giving is connected deeply with our sense of purpose - it’s a natural way for us to start making changes in the world we want to see. Whether through our time, talent, or treasure, there are so many opportunities available to each one of us that can help bring meaning to our generosity.   In this episode of the WealthSmarts podcast, Richard and Matt are joined by special guest John Bromley, CEO and founder of Charitable Impact. Charitable Impact has facilitated over 1 billion dollars of generosity through their community of donors. John shares with us how we can use our time, talent, and treasure to create a real impact to the causes that matter to us. There is an important emphasis on helping listeners make their own charitable impact more meaningful to them.  Listen to part 1 of our interview with John Bromley.

It's hard to build wealth when you're engaging in behaviors that may undermine your financial success. Most people don't realize they're sabotaging their own success until it's too late. Many spend years chasing after the latest shiny object, trying to get rich quick, or feeding their financial freedom with leftovers.  In this episode of the WealthSmarts Podcast, Richard and Matt talk about the Bermuda Triangle of Wealth - which includes the behaviors and actions that will undermine our financial success. For the proper way to build, check out our previous episode "The Wealth Triangle." This framework will help you build a strong foundation in your finances so you can start building real wealth.

Are you looking for the right structure to build your financial freedom on? Check out the latest episode of the WealthSmarts Podcast, where Richard and Matt discuss a great framework to achieve your goals - the Wealth Triangle. The Wealth Triangle framework will help you create a strong foundation for long-term growth and stability. We go into detail about each stage of the wealth triangle - protecting, building, growing, enjoying, and having an impact with your wealth. By acting on this framework, you can achieve the financial goals that matter to you.  Listen now to get started in accelerating your financial freedom. 

In this episode of the WealthSmarts podcast, where Richard and Matt usually teach Canadians how to achieve their financial goals, they are going to discuss the top ways to not achieve your financial goals. They cover topics like not having a financial plan, not setting financial goals, not tracking your progress, trying to keep up with others, and many other ways of not achieving your financial goals. Listen to this episode wherever you find your podcasts! Make sure to subscribe, like, share, and leave a comment! Here is the link to the 10 Steps to 10X Your Financial Freedom Webinar - https://wealthsmart.link/10X-Your-Financial-Freedom

Financial scams and misinformation are on the rise, and it's hard to know who to trust when it comes to your money. It can be really scary to make decisions about your finances, especially when there is so much information out there - some of it good, but a lot of it bad. Unfortunately, a lot of the bad information is disguised as good advice. In this episode of the WealthSmarts podcast, "How to Protect Yourself From Financial Misinformation," Richard and Matt talk about some things to watch out for to protect your finances from misinformation and scams.  Find this episode of the podcast wherever you listen to your podcasts!

Struggling to save for a first home in Canada? The Federal Government has introduced the First Home Savings Account (FHSA) – but what is it and how does it work? In this episode of the WealthSmarts podcast, Richard and Matt discuss the FHSA and answer some of the key questions you need to know. Some of the questions covered include: whom this is for, when someone can start using one, any restrictions or qualifiers as well as important considerations. Be informed on all that this new account offers so you can understand its many benefits - like tax savings! Don’t miss out on learning more about this great tool so you and your friends and family that qualify can be steps closer to owning a first home. Tune in now to our latest podcast episode featuring Richard & Matt share their thoughts and opinions on the FHSA account!