The Gem-Young Wealth Cast with Leo Daprile

85. Ryan LeStrange In this episode of the Gem Young Wealthcast, Leo Daprile welcomes Ryan LeStrange of CIBC to discuss the firm’s expanding resources, including the addition of a new portfolio manager and income tax strategist. They explore CIBC’s approach to tax management, including asset location, thoughtful tax-loss harvesting, and recognizing capital gains based on each client’s individual circumstances.

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84. In this episode of the Gem Young WealthCast, Leo Daprile is joined by Stephen Daprile to explore whether ChatGPT can really manage your retirement, where AI can be a valuable financial tool, and why human experience, judgment, and personalized planning still matter.

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In this episode of the Gem Young WealthCast, Leo Daprile is joined by Stephen Daprile to discuss the new realities of retirement, from creating dependable income and managing inflation to rising healthcare costs, investing for longevity, and enjoying retirement with confidence.

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In this episode of the Gem Young WealthCast, Leo Daprile is joined by Stephen Daprile to discuss five financial moves to consider before year-end, including portfolio reviews, tax planning, RMDs, charitable giving, and your overall financial strategy.

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In this episode of the GemYoung Wealthcast, Leo Daprile sits down with Stephen Daprile and Sam Morocco to discuss how life insurance fits into a comprehensive financial plan and why it's an essential tool for protecting your family, preserving your legacy, and creating long-term financial security.

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In this episode of the GemYoung Wealthcast, Leo Daprile is joined by Sam Morocco, RSSA® (Registered Social Security Analyst®) to discuss the importance of Social Security planning and how making informed decisions today can have a lasting impact on your financial future.

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In this episode of the GemYoung Wealthcast, Leo Daprile sits down with Denny White and Vince Armeni to discuss the recent storms, the insurance claims process, and how homeowners can better protect themselves before and after damage occurs.

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Medicare can feel overwhelming—but it doesn't have to be.
In this episode of the GemYoung Wealthcast, Leo Daprile is joined by Jerry Balestrino, Medicare Specialist at Gem Young Insurance, to break down the latest Medicare updates and help you better understand your options.

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In this episode of the GemYoung Wealthcast, Leo Daprile sits down with Nancy Zimbardi and Jerry Balestrino to discuss how Gem Young Insurance works alongside Gem Young Wealth Advisors to provide a truly client-focused experience. From home, auto, and umbrella coverage to Medicare, life insurance, business insurance, and financial planning, discover how having one trusted team can simplify your life and help ensure every piece of your financial picture works together.

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This week, Leo Daprile welcomes Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, for another edition of the Quarterly Market Update on the Gem Young Wealthcast.
Together, they discuss the latest market performance, economic trends, and the factors shaping today's investment landscape. Glenn shares his perspective on navigating uncertainty, identifying long-term opportunities, and why staying committed to your financial plan is more important than trying to time the market.

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