WealthSmarts

WealthSmarts

By Richard & Matt VetterBusinessInvesting
Download on the App Store

WealthSmarts episodes

  • (Part 2) The Importance of Charitable Giving with John Bromley

    Do you want to learn more about charity but don’t know how or where to start?

    In this episode of the WealthSmarts Podcast, Richard and Matt continue their conversation with Founder and CEO of Charitable Impact John Bromley. They discuss how Charitable Impact is helping to make charitable giving easier for everyone by addressing the frustrations and friction associated with being generous. They also talk about ways that donors can focus on causes they want to support with time, treasure and talent.

    You will gain insight in empowering yourself as an intentional donor. This podcast will show you all the steps involved in making your donation journey easier so that you can focus on what matters most - supporting your favorite causes or charities!

    Tune into this episode of WealthSmarts Podcast today. 

    https://www.charitableimpact.com/

    24 min
  • The Importance of Charitable Giving with John Bromley (Part 1)

    Are you looking for ways to make your charitable giving more meaningful?

    Giving is connected deeply with our sense of purpose - it’s a natural way for us to start making changes in the world we want to see. Whether through our time, talent, or treasure, there are so many opportunities available to each one of us that can help bring meaning to our generosity.  

    In this episode of the WealthSmarts podcast, Richard and Matt are joined by special guest John Bromley, CEO and founder of Charitable Impact. Charitable Impact has facilitated over 1 billion dollars of generosity through their community of donors. John shares with us how we can use our time, talent, and treasure to create a real impact to the causes that matter to us. There is an important emphasis on helping listeners make their own charitable impact more meaningful to them. 

    Listen to part 1 of our interview with John Bromley.

    40 min
  • The Bermuda Triangle of Wealth

    It's hard to build wealth when you're engaging in behaviors that may undermine your financial success.

    Most people don't realize they're sabotaging their own success until it's too late. Many spend years chasing after the latest shiny object, trying to get rich quick, or feeding their financial freedom with leftovers. 

    In this episode of the WealthSmarts Podcast, Richard and Matt talk about the Bermuda Triangle of Wealth - which includes the behaviors and actions that will undermine our financial success.

    For the proper way to build, check out our previous episode "The Wealth Triangle." This framework will help you build a strong foundation in your finances so you can start building real wealth.

    19 min
  • The Wealth Triangle

    Are you looking for the right structure to build your financial freedom on?

    Check out the latest episode of the WealthSmarts Podcast, where Richard and Matt discuss a great framework to achieve your goals - the Wealth Triangle. The Wealth Triangle framework will help you create a strong foundation for long-term growth and stability. We go into detail about each stage of the wealth triangle - protecting, building, growing, enjoying, and having an impact with your wealth.

    By acting on this framework, you can achieve the financial goals that matter to you. 

    Listen now to get started in accelerating your financial freedom. 

    21 min
  • How NOT to Achieve Your Financial Goals

    In this episode of the WealthSmarts podcast, where Richard and Matt usually teach Canadians how to achieve their financial goals, they are going to discuss the top ways to not achieve your financial goals.

    They cover topics like not having a financial plan, not setting financial goals, not tracking your progress, trying to keep up with others, and many other ways of not achieving your financial goals.

    Listen to this episode wherever you find your podcasts! Make sure to subscribe, like, share, and leave a comment!

    Here is the link to the 10 Steps to 10X Your Financial Freedom Webinar - https://wealthsmart.link/10X-Your-Financial-Freedom

    26 min
  • How to Protect Yourself From Financial Misinformation

    Financial scams and misinformation are on the rise, and it's hard to know who to trust when it comes to your money.

    It can be really scary to make decisions about your finances, especially when there is so much information out there - some of it good, but a lot of it bad. Unfortunately, a lot of the bad information is disguised as good advice.

    In this episode of the WealthSmarts podcast, "How to Protect Yourself From Financial Misinformation," Richard and Matt talk about some things to watch out for to protect your finances from misinformation and scams. 

    Find this episode of the podcast wherever you listen to your podcasts!

    28 min
  • Guide to the First Home Savings Account

    Struggling to save for a first home in Canada?

    The Federal Government has introduced the First Home Savings Account (FHSA) – but what is it and how does it work? In this episode of the WealthSmarts podcast, Richard and Matt discuss the FHSA and answer some of the key questions you need to know. Some of the questions covered include: whom this is for, when someone can start using one, any restrictions or qualifiers as well as important considerations.

    Be informed on all that this new account offers so you can understand its many benefits - like tax savings! Don’t miss out on learning more about this great tool so you and your friends and family that qualify can be steps closer to owning a first home.

    Tune in now to our latest podcast episode featuring Richard & Matt share their thoughts and opinions on the FHSA account!

    28 min
  • Important 2023 Money Dates and Facts

    Are you wondering what money changes and deadlines to look out for in 2023?

    Look no further! In this episode of the WealthSmarts Podcast, Richard and Matt go into detail about all the important financial dates and changes Canadians should be aware of in 2023. These timely tips will help keep your finances on track.

    Some of the topics we cover include changes to contribution limits, increases in CPP and OAS payments, changes to marginal tax brackets, tax filing dates, and so many more.

    Take control over your finances this year by tuning into the latest episode of WealthSmarts podcast now!

    29 min
  • Your 2023 Financial Goals

    Wondering how to set your financial goals for the year?

    Richard and Matt are here to help you out! In this episode of the WealthSmarts podcast, they discuss how to use the SMART framework to achieve your financial goals. They also provide real-life examples of goal setting so that you can apply these techniques yourself.

    You'll leave this episode feeling motivated and inspired to set and achieve the financial goals that matter to you. Use the SMART framework to make your goals Specific, Measurable, Attainable, Relevant and Time-bound – and see how much progress you can make in 2023!

    Find this episode wherever you listen to your podcasts!


    27 min
  • End of Year Financial Checklist

    Are you looking to get your finances in order before the end of the year?

    Listen to this episode of the WealthSmarts podcast for a comprehensive checklist on what you need to do. Richard and Matt will walk you through everything, so you can be confident that you're taking care of everything necessary.

    Nobody wants to deal with financial stress at the end of the year - so make sure to listen to this episode and take care of everything on the list!

    27 min

About WealthSmarts

From the publisher's feed

Gain the financial capabilities & confidence to achieve the goals that matter to you. In each episode we dig into the truth behind finances & money, giving you the empowerment you need to make the right decisions when it matters most.