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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 R... more
FAQs about Matters Beyond Wealth:How many episodes does Matters Beyond Wealth have?The podcast currently has 71 episodes available.
October 01, 2024How does a living trust differ from a trust in your WillWe compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trustsTo discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones...more27minPlay
September 17, 2024Do I have a bare trust?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....more20minPlay
September 03, 2024What does an executor have to disclose to beneficiaries?Listen in as we explore what beneficiaries can expect from executors during the estate settlement processTo discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust...more17minPlay
August 20, 2024Be the author of your last chapterTell the story of how you lived and want to be remembered by writing your own obituaryTo discuss this topic, Leanne is joined by Sandra Martin, award-winning journalist, columnist, and contributing writer for The Globe and Mail...more20minPlay
August 06, 2024Thriving in retirementRetirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforceTo discuss this topic, Leanne is joined by Dr. Shaun Murphy, retired Organizational Psychologist and Management Consultant...more19minPlay
July 23, 2024Why pre-planning your funeral mattersPre-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...more24minPlay
July 09, 2024Will the changes to the capital gains inclusion rate impact me?Learn how changes to the capital gains inclusion rates impacts estates, trusts, the family cottage and other propertyTo discuss this topic, Leanne is joined by Prashant Patel, vice president of High Net Worth Planning Services, RBC Family Office Services...more22minPlay
June 25, 2024Exploring living longer with steps to improve your ‘real age’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...more19minPlay
June 11, 2024What is a dementia village?We dive into the future of senior living, beyond conventional options, offering new opportunities that offer support while maintaining a fulfilling lifestyleTo discuss this topic, Leanne is joined by Elroy Jespersen, a founder of the first dementia village in Canada...more15minPlay
May 28, 2024In Quebec, what inheritance are common-law spouses entitled to?This is part three of our Quebec-focused episodes. Listen in to learn how common-law couples can navigate their rights and protect their interests in QuebecTo discuss this topic, our guest host Carmela Guerriero is joined by Marcella De Piano, notary at BCF’s Wealth Protection GroupFor the French version head to: https://read.rbcwm.com/44T6TcD ...more25minPlay
FAQs about Matters Beyond Wealth:How many episodes does Matters Beyond Wealth have?The podcast currently has 71 episodes available.