This is a special Women & Wealth ® episode, because longevity is a real risk to women's long-term financial stability.

Nobody has an expiry date on their forehead, but age 100 could actually happen for many of us. You might want to rethink gifting those "early inheritances" to your adult children.

www.jamison.ca

Artificial intelligence is really amazing, but there are many things a robo-advisor still can't do. Let's discuss a few. Plus, find out what perk my clients get for their adult children and check out my podcast for teenagers and young adults, called #FinancialFriday.

Want to find out more, reach out to me:

Website | LinkedIn

Does the word "inheritance" make you happy? What about the word “estate”? Let's talk about legacy planning. Discussing what happens after you're gone, is not a taboo subject. As far as I know, nobody has ever cheated death. So you better plan for it. Change your mindset on this topic, and plan your legacy now. Need more info? You can contact Natalie here: Website | LinkedIn | Twitter

In this episode, you'll learn a little secret that determines who will build wealth and who will stay stuck. Also, the number one benefit of having a financial advisor is revealed. Plus, 3 easy steps to double your wealth. 

Want to connect? You can find Natalie here: 

Website | LinkedIn | Twitter

Yes, I will admit it…I have favourite clients. They are rated triple AAA. But before I tell you who they are, let me highlight who I don’t work with.

In this episode, find out:

Why owning a stock is like waiting for a rocket ship to take off.

What Canadian astronauts earn (hint: it's a lot less than you think)

What movie I watched, that inspired this short podcast.

Follow, or engage with me here:  

Website  |  LinkedIn  |  Twitter

Do you suffer from personal "debt demons"? In this episode, I talk to my good friend, Priscilla. She is the owner of Aveiro Bakery in Oakville, Ontario. As an entrepreneur, she faces her own personal fears of debt. Is it all in our head? Can we overcome this?

I also discuss 3 common situations where people find themselves in debt. 

Biting off more than you can chew

Loans from friends and family

Keeping up with the Jonese$

Stay wealthy, 

Natalie. 

www.jamison.ca

This episode is all about TRUST. Who do you trust with your biggest asset? People are so afraid to hire a contractor or a wealth advisor, because they are about to invest a lot of money, and they don't know in advance if the result will delight or disappoint. If you've been burned before, then it's time to put your trust in a wealth manager that acts like Mike Holmes and "Makes It Right".

Did you know that 1 in 4 Canadians over the age of 30 are providing care for someone? This episode only scratches the surface of what's involved in caregiving. It's a very complex issue. If you are acting as a Power of Attorney for an aging parent, please rely on your wealth advisor to help you navigate the emotional and financial aspects of this stage of life. #womenandwealth

Fintech can help us create a better experience for clients, but human interaction is still required.