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.

Landing on Free Parking in Monopoly® feels like hitting the jackpot—an unexpected windfall with endless possibilities. But what happens next? To kick off season three, we dive into what happens if you do get that unexpected influx of cash, and the importance of smart money management. Tune in to hear seven ways of turning luck into lasting success.

From interest rates to voter turnout, 2024 has been a year full of defining moments – and we’re breaking it all down Taylor Swift style! In this special episode, we recap the year’s biggest economic moments with a lyrical twist. From the U.S. Fed telling inflation “We Are Never Ever Getting Back Together” to the feeling we know “All Too Well” about the housing market here in Canada, we explore what shaped the economy and what’s next. Tune in for a fearless breakdown of the year’s financial trends, with just the right amount of “Style.” Stay strategic, stay informed, and as always, stay financially fearless!

Not all that glitters is green. This week we talk with Odlum Brown Equity Analyst, Stephen Boland who shares his thoughts and approach to Environmental, Social, and Governance (ESG) investing. Is ESG investing the key to aligning investor values with returns, or is it simply a passing trend? Tune in to learn the essentials about ESG investing!

Hot off the heels of a stock market on fire post-election, the big question is: Now what? How does the incoming presidency influence the markets, and where do we go from here? This week, we’re joined by Murray Leith, Chief Investment Officer and Director at Odlum Brown, to explore Wall Street’s response to the election and its potential ripple effects on Canada’s economy.

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Are you approaching retirement? In this episode Shelly discusses the ten considerations before you close the “work” chapter of your life. Everything from CPP, pension splitting, budgeting and tax strategies, we cover some of the key areas you should consider before you start this new chapter.

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Have you been asked to be an executor or are selecting someone to be yours? Do you know what is involved? This week, join us as we break down the essential tasks an executor might be required to undertake. The responsibilities can quickly become overwhelming, and some things may even surprise you! Tune in, so that if you are asked, or if you are appointing yours, you can navigate the role of executor with confidence and compassion.

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Buying a home often comes with a big decision: should you get mortgage life insurance through your lender or consider a personal insurance policy instead?

In this episode of The Financial Long Game, we break down the pros and cons of mortgage life insurance, when it might make sense, and why transitioning to personally held coverage could be a smarter long-term strategy.

Whether you’re navigating the process for the first time or expanding your real estate portfolio, we walk through what you need to know to protect your investment—and your future!

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Michael McKnight, President and CEO of United Way British Columbia, joins us to discuss how we can donate our time, money and even some of our investments in a tax-efficient way. Michael shares how these acts of generosity can lead to powerful change for those in our community facing challenging times. We explore the various programs charitable giving supports, including assistance for seniors, children and those facing uncertain circumstances.

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