Stay Wealthy Podcast

Stay Wealthy Podcast

By Natalie JamisonBusinessInvesting
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Stay Wealthy Podcast episodes

  • 20. Are Management Fees Worth Paying?
    What if I told you that families who hire a wealth advisor are 3.9 times wealthier than those who don't? Would this change your mind? In this podcast I discuss the value of advice, plus I also admit to two internal biases that both myself and a client could have avoided.
    www.jamison.ca
    7 min
  • 19. Are you insurable after a heart attack or stroke?
    Once again, I am joined by Keri O'Driscoll, senior insurance consultant at Scotia Wealth Management.
    She believes that many people unnecessarily pre-disqualify themselves from applying for life insurance, because they've had a major health condition, such as a heart attack or stroke.
    THIS IS A MYTH. There are many circumstances where you can still qualify. There is hope!
    If this is you or someone you love...please spend the next 11 minutes finding out why you should wear your Fitbit or Apple watch, and please talk to a professional advisor about it now.
    12 min
  • 18. Debunking insurance lingo
    Insurance seems to be one those really intimidating conversations. Mostly because people don't understand the lingo. There is confusion even about the basic
    types of insurance, such as term insurance, or whole life. There are many nuances that people don't understand. So I've asked my insurance specialist Keri O'Driscoll to explain what some of the most common insurance terminology means.
    www.jamison.ca
    11 min
  • 14. Master These 4 Investment Skills
    After almost 30 years as a wealth advisor, I've learned a few things about being a successful investor. Master these 4 skills and you will be a winner my friend. I also share my best "magic trick". Come on and give it a listen...it's only 5 minutes long!
    www.jamison.ca
    6 min
  • 13. Needs and Wants
    Can you tell the difference between needs and wants? The lines are blurry. Also, how should you invest your money for each of them? (Hint: it depends on your time horizon.)
    5 min
  • 12. Financial Triggers
    Does talking about money trigger you? Financial anxiety is not uncommon. What is uncommon is a wealth advisor who understands, and can help you work through it.
    A little bit of "financial therapy" can help because once you figure out the root cause of your triggers, you can start to reframe your mind around money.
    Have you ever felt negative emotions about your finances? What triggered you?
    www.jamison.ca
    LinkedIn
    5 min
  • 11. Do You Speak "Financial"?
    Has anyone ever asked you if you speak Spanish, French, or Mandarin? Personally I am proud to be fluent in 3 languages: English, French and the language of finance. Yes, I speak "Financial"! 
    There is so much jargon and acronyms in the financial world. It’s no wonder people struggle to comprehend this language. This is why my clients often call me their translator. By the way, it's ok to admit you don't know something. I suppose that's why you are listening to this podcast...
    Stay wealthy,
    Natalie.
    www.jamison.ca
    7 min

About Stay Wealthy Podcast

From the publisher's feed

Financial literacy is so important to creating a good relationship with your money, your partner, and your children. The Stay Wealthy Podcast will give you inspiring ways to improve your Your Life, Your Family, and Your Legacy™. Hosted by Natalie Jamison, the founder of Women & Wealth ® and senior wealth advisor at Scotia Wealth Management. You can also check out her podcast for teens and young adults called #FinancialFriday.