Sign up to save your podcasts
Or
Share Money Smart
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Money Smart episodes
- S3: Episode 4 - Various topics this Easter weekend
Happy Easter to all!
I'm discussing various investment vehicles, Critical Illness coverage, and changes from the Federal Budget that affect certain accounts. I hope you enjoy!
~ DawnContact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
29 min - S3: Episode 3 - Concepts around Estate Planning
Let's get a quick update on the markets and then I discuss some topics around investment and estate planning. You are never too young (or old) for many of these strategies. Enjoy!
~ DawnContact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
30 min - S3: Episode 2 - It's "RRSP Season"....and more!
10 things you need to think about this RRSP season;
First time home buyer? - you could maybe win 💲8k !;
Who might your Trusted Contact Person be?;
You don't have to deal with your bank; you can choose me 😉
Enjoy!
~DawnContact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
28 min - S3: Episode 1 - Happy new year listeners!
I fill you in on my holidays and we will cover RRSPs, TFSAs and discuss Critical Illness insurance.
I hope you enjoy!
~ DawnContact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
31 min - Episode 9 (S2): Until 2023....goodbye 2022!
A final podcast for 2022. We will touch on TFSAs and RRSPs and more.
Thank you for listening to MoneySmart!Contact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
25 min - Episode 8 (S2): Happy Thanksgiving! - is this year done yet!?
We discuss the markets (still), year-end strategies, insurance products that will help you play defense in your financial plan, and other topics. (about 38 mins long)
Contact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
37 min - Episode 7 (S2): Happy ... September!? Where did the summer go?
I'll be back to my regular schedule for postcasting. I hope you all had a great summer. Lots of things to discuss this episode!
Contact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
42 min - Episode 6 (S2): It's a rollercoaster out there!
All topics on this episode discuss the recent market volatility and how to handle all of this. Buckle up!
Contact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
25 min - Episode 5 (S2): It's been a while! Let's get back to it!
Let's talk about the markets, current headlines, interest rates and more!
Contact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
34 min - Episode 4 (S2): Guarantee Advantage, Successor vs beneficiary, creditor vs personal insurance, 10% rule
I discuss various topics on this episode; a little bit of something for everyone.
Guarantee advantage is a great investment for this volatility we are currently in; do you know the differences between succcussor annuitant vs beneficiaries, creditor vs personal life insurance, and how to being a savings plan.
Enjoy!Contact Dawn:
- Email [email protected] 📧
- Text: 306.681.8045 📱
Thanks so much for listening. Be Money Smart! 💲
34 min
About Money Smart
From the publisher's feed
An informative and educational look at all things financial including personal insurance options. You’ll get to know me and how I work with my clients.
Thanks for tuning in!