On this season’s final episode, we are debunking some of the biggest money myths out there! Ever heard that a high income guarantees wealth? Or that the stock market is a no-go for your retirement cash? We're taking aim at these common "truths" that could be holding your finances hostage. Join us as we bust open misconceptions about budgeting, the elusive art of timing the market and whether you really need to be debt-free before investing. Tune in – your wallet will thank you!

Canada's big banks are often seen as the ultimate "safe investment," but are they truly bulletproof? On this episode of the Financial Long Game, Odlum Brown Equity Analyst Benjamin Sinclair returns to unveil the "hidden gems" of the financial services sector that often fly under the radar. We'll explore compelling opportunities in exchanges, private equity and credit, and fintech, discussing why these often-overlooked areas deserve a closer look in your portfolio for true diversification and long-term growth.

Thinking of selling your U.S. real estate or dreaming of a future purchase? The tax implications for Canadians can be complex. Join us as James Smeaton, Tax and Estate Planner from our Financial Planning team,* breaks down everything you need to know. From smart ownership strategies to consider before you buy, to the tax consequences of selling or renting, and even estate planning considerations for your U.S. assets, learn how to confidently navigate the cross-border tax landscape and make informed decisions about your U.S. real estate ventures.

Find your U.S. Entry & Exit Record here: https://i94.cbp.dhs.gov/search/history-search

*Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions.

Spring is a time for new beginnings, and if that includes moving in with your partner, planning a wedding or welcoming an in-law into the family, this episode is for you. Family lawyer Andrea Swabuk-Moe shares her expertise on cohabitation agreements, explaining how they can provide clarity, protect your assets and ultimately strengthen your relationship by addressing important financial expectations upfront. Tune in to learn how to navigate these important conversations with your partner or your children who plan on tying the knot, in a way that fosters open communication and avoids unnecessary conflict down the road.

It's time to treat your health like your greatest asset! This week, we dive into why "health is wealth" is more than just a saying, especially as you look toward the future! Join Shelly and expert Heather Ramsbottom as we explore practical strategies for physical activity, nourishing nutrition, and effective stress management to help you make the most of every stage of life. We'll explore why prioritizing your well-being now is crucial, especially when you envision enjoying those retirement dreams. Tune in for simple yet powerful steps you can take right now to boost your well-being and build a healthier, happier you for all the years to come. Find more helpful tips from Heather here: https://pitraining.ca/blog/

Join us for a Crypto Face-Off moderated by Director, Equity Analyst, Steven Zicherman, with Odlum Brown. In this gameshow-style episode, our guests put their crypto knowledge to the test, tackling everything from blockchain basics to the risks of digital assets, tax implications and the impact of decentralization. It’s a fun and fast-paced dive into the world of cryptocurrency—we cover the basics, so you are prepared for your next dinner table crypto discussion. Tune in and put your crypto knowledge to the test!

Stress-Free Estate Planning Using Insurance– perhaps an oxymoron? Dealing with an estate can be overwhelming, both emotionally and financially. So, is it possible to make the process stress free? In this episode, we discuss how insurance can be used to simplify and protect your assets.

This week we are joined by Debbie Stuart, Estate and Insurance Planner with our Financial Planning team,* to cover the greatest costs for an estate, how insurance can prevent the forced sale of assets, and ways to minimize the tax burden on your estate and family. While "stress-free estate planning using insurance" might sound improbable, the right approach can make all the difference.

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Follow Debbie Stuart:

LinkedIn - https://www.linkedin.com/in/debbie-stuart-clu%C2%AE-chs%E2%84%A2-tep-cfp%C2%AE-cea-a521b579/?originalSubdomain=ca

Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions. Through OBFSL, we offer a variety of coverage options from many of Canada’s top insurance companies tailored to suit clients’ individual needs. Our licensed professionals are here to help you assess your position and implement customized recommendations to meet your individual circumstances and needs. For more information, please contact your Odlum Brown Investment Advisor or Portfolio Manager.

Go, Canada, Go! Coming off the triumph of the 4 Nations Face-Off™ win, we are inspired to share some takeaway lessons, connecting the good ol’ hockey game and your finances. Just like in hockey, success with money isn’t about luck; it’s about having a solid strategy, making smart defensive plays, leveraging financial power play opportunities and building a core offense. Whether you’re just starting out or heading into the third period of your financial long game, this episode will help you sharpen your skills and play to win. Lace up and tune in!

Writing a will is one of the most important steps in protecting your legacy, but simple mistakes can cause big problems down the line. In this episode, estate planning lawyer Katrina Yaworsky joins us to break down the most common pitfalls people make when drafting wills and how you can avoid those costly mistakes.

From unclear wording to missing key details, we'll cover the biggest red flags that could lead to disputes, extra costs, or even your wishes not being honoured. Whether you're writing your first will or updating an old one, this episode will help you get it right. Tune in for expert tips and real-life examples of what not to do!

Life is full of curveballs—unexpected expenses, job losses or market downturns. In this episode of The Financial Long Game, Shelly explains the importance of a financial stress test and how to run one with your own finances. Learn how to evaluate your financial resilience, identify weak spots and build a safety net designed to weather any storm. Whether it’s preparing for emergencies, managing debt or safeguarding your investments, this episode is packed with practical tips to help you stress-test your finances and secure your future. Tune in and take control of your financial well-being.