Money Smart

By Dawn Luhning

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!

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FAQs about Money Smart:

How many episodes does Money Smart have?

The podcast currently has 31 episodes available.

Money Smart episodes:

February 28, 2022Episode 3: We are all about the markets and volatility...
With the recent war being waged against Ukraine by Russia, I have focused on the markets and how you, as a client, can handle the volatility and stay calm and fearless during these uncertain times.
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
24min
February 13, 2022Episode 2 (S2): Are the banks really your 'friend'?
On this episode I talk about many issues around the banks and the relationship many clients have with them. We talk about creditor insurance, investments at the bank and probate issues that often pop up when dealing with the bank.
All of this should be avoided. I can help with that.
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
26min
January 29, 2022Episode 1, Season 2: Happy new year! It's RRSP and TFSA season!
We talk about RRSP and TFSA season and also RRSP insurance. Exciting stuff!
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
38min
December 15, 2021Episode 18: Client Focused Reforms, TFSA and RRSP season is coming up!
This is my last podcast for 2021. Short and sweet. Be well and enjoy! Thanks so much for listening.
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
18min
November 30, 2021Episode 17: What is crypto, income strategies in retirement, and a market update
I look at cryptocurrency, the markets, and issues to look for surrounding income in retirement when your spouse/partner passes away...
Vacation and podcast update heading into 2022.
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
31min
November 19, 2021Episode 16: The Basics - TFSAs, RRSPs, RESPs; year end tasks
We explore the basics of these three accounts and some year end strategies to employ to maximize each.
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
28min
October 15, 2021Episode 15: Estate planning, Jessica McNaughton introduces us to MemoryKPR, and travel insurance
This is a special pod. I interview my friend Jessica McNaughton, co-founder and CEO of MemoryKPR and we talk about how this should be a part of your estate planning. I also am doing a giveaway, and talk briefly about travel insurance, and other estate planning topics.
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
44min
September 30, 2021Episode 14: More socially responsible investing, group plan coverage vs a personal plan, and more
Part 2 of my conversation with Deborah Debas with Desjardins Wealth Management as well as an update on the mask restrictions for my office and other info, and I summarize how you can supplement your group disability plan with a slick personal loan coverage plan. Enjoy!
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
39min
September 17, 2021Episode 13: ESG investing, more retirement tax planning strategies and various topics for year end
I interview Deborah Debas with Desjardins Wealth Management to discuss socially responsible investing; we move to strategy #6 in retirement tax planning solutions and if you're a SunLife insurance policy owner, you'll be interested to hear what's new and various year end topics to prepare for.
Thanks for listening!
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
45min
September 02, 2021Episode 12: 5/10 Retirement Tax Planning Strategies, interview with Empire Life, RESPs and socially responsible investing
We are halfway through the retirement strategies!
I interview Ron Pugsley, Account Executive with Empire Life and we discuss the importance of protecting your investments from a cancer diagnosis (or other illness)
RESPs and tips to invest in a socially responsible way
Contact Dawn:

Email [email protected] 📧

Text: 306.681.8045 📱

Thanks so much for listening. Be Money Smart! 💲
...more
41min

FAQs about Money Smart:

How many episodes does Money Smart have?

The podcast currently has 31 episodes available.