Step-By-Step Talks

Did you know 40% of Canadian policies are orphaned? Rona Connolly, a 47-year industry veteran, reveals how to change this for clients and advisors alike.

Learn how to protect your policies and maximize their value.

Join us in this episode of Step-by-Step Talks with Alim kassam, a financial industry veteran with over 14 years of experience.

Discover how to build a successful agency and thrive as a financial advisor.

In this captivating episode of Step-by-Step Talks, we delve into the incredible story of Jacobo Lacs, a visionary in wildlife conservation and a strong advocate for financial independence. Discover how Jacobo has combined his passion for bird conservation with his philosophy of economic empowerment, especially for women.

From his childhood in Peru to directing a top level conservatory in Panama, this episode is packed with inspiring lessons and practical advice for those looking to make a difference in the world.

The creator of the Choco Taco is sit with me in this episode of Step-by-Step Talks, where the visionary behind this iconic treat, Alan Drazen, shares the incredible story of this famous ice cream.

Discover how the idea was born, what led to its disappearance, and Alan’s exciting plans for a new product that promises to bring back the nostalgia of the Choco Taco.

In this episode of Step-by-Step Talks, I interview Gita Vellanki, the founder of Neeshi. Gita shares the inspiring success story behind Neeshi, a natural product line designed to improve women's menstrual health and well-being.

From the challenges of starting a business to the benefits of functional foods, discover how Neeshi is changing lives naturally.

In this episode of Step-by-Step Talks, Paula Wilson shares her remarkable journey of self-reinvention, from being an information scientist in the pharmaceutical industry to establishing her own record label and becoming an author. Through her book 'Trials, Tests, and Testimonies', Paula provides profound insights on overcoming personal and professional challenges, embracing financial independence, and finding purpose later in life.

Discover how she navigated through life’s trials, made bold decisions, and found her true calling.

Whether you're contemplating a career shift, pursuing a new passion, or seeking inspiration, Paula's story reminds us all that it's never too late to start over. 

Listen the full episode to learn:
- How Paula transitioned from science to entrepreneurship 
- The importance of financial independence for women 
- The power of stepping out of your comfort zone

Join us as Analisa Williams talks about her work in Panama and beyond, teaching creativity and emotional intelligence to thousands. From corporate workshops to fostering children’s independence, she reveals her secrets to success and how positive discipline can create lasting change.

In this episode, we explore key strategies that will help you maximize your charitable giving while minimizing your tax burden. Mark Halpern, financial planning expert and founder of Wealth Insurance, shares his top insights on how to turn taxes into charitable contributions through strategic philanthropy. Learn how to structure your estate to create a lasting legacy while significantly reducing your tax liabilities.

Don't miss this valuable information that could transform your financial approach! Topics include: - How to optimize your donations to lower taxes. - Strategic philanthropy to build a family legacy. - Practical tips for saving on taxes and increasing your charitable impact.

Perfect for: Business owners, high-net-worth individuals, and anyone interested in philanthropy and advanced financial planning in Canada.

In this episode of Step by Step Talks, we are honored to welcome Irena Sylya, known as the Queen of Opera in Panama. Irena shares her incredible journey, from her beginnings in Alabama to her arrival in Panama in 1999, where she has played a pivotal role in reviving opera—continuing her influence on the art form to this day.

This passionate episode delves into the power of music and the empowerment of women through the arts.

In this episode of Step-By-Step Talks, we dive into 'The Art of Interpretation' with Anjana Lachman, a professional interpreter with nearly 20 years of experience. Discover how interpretation goes beyond literal translation and becomes a skill that requires knowledge, technique, and passion. From her beginnings to working with international organizations, Anjana shares valuable insights for those looking to excel in this career.