Just this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform.

It seems appropriate that we are looking at ways that you can protect yourself from investment scams.  We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips on staying aware and protecting your finances.

(BTW - it's the 20th anniversary of Internet Security Day today - a good day to be thinking about ways to stay safe online)

See you inside!

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Season Three, Episode Two -  Four Ways to Protect Yourself From Investment Scams
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Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

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We are starting Season 3 - be sure to subscribe so you don't miss any of our top tips for financial fitness.

In this episode, we are looking at recent changes made to home buying that make it even easier for first-time buyers.  Plus, we've got some top tax tips for 2023 that you won't want to miss!

See you inside
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Season Three, Episode One -  Looking to Buy a First Home? It Just Got Easier. Plus, Tax Tips for 2023

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Resources Mentioned
Fit Desk link to Amazon
List of deductible medical expenses

Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor

Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form

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Website: GloryGray.com
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This month on the Women's Wealth Canada podcast, we are continuing to explore how your relationship status affects your retirement planning. 

Over the past few episodes, we have looked at both remarrying and divorce - but what if you are single?  You may be asking yourself, "exactly how much do I need to retire as a single person in Canada?"

See you inside
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Season Two, Episode Eight - How Much Does a Single Person Need to Retire in Canada

Resources Mentioned in the Show

Cheapest Places to Live in Canada
Could You Retire on 300 dollars a Month
Travel the World for a Year

Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor

Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form

GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form

Website: GloryGray.com
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In our last episode, I explored how remarrying later in life can impact your financial situation and decisions.  Today, we will explore another change you may be facing ... divorce.  If you (or a friend) are contemplating, in the middle of, or just curious about how divorce can impact you financially, then this episode is for you.  I'm talking with Bettina Plendl on how to avoid the Financial Mistakes of Divorce.

See you inside

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Season Two, Episode Seven - Avoiding the Financial Mistakes of Divorce
Guest: Bettina Plendl, Financial Divorce Strategist

Hosted by Glory Gray, BSc Finance, MFA

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🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

CONTACT us for a 👉 Free Wealth Consultation
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GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form

Website: GloryGray.com
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Are you entering into a second marriage later in life?  

Merging households, blending families, and planning how to combine and consolidate finances can be complicated.  

Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship.  

See you inside

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Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second Marriage

Resources
⚡ Webinar with Stefa Katamay, Next in Life: The Real Questions to Ask Before You Retire   
 

Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor

Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form

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Website: GloryGray.com
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This week I am focusing on TFSA's and clearing up some common misunderstandings to help you ensure you maximize the benefits you achieve from your investment portfolio.

One of the most common questions I get as a wealth advisor is: “Which type of retirement account should I put my money into…an RRSP, which is a Registered Retirement Savings Plan, or a TFSA, which is a Tax Free Savings Account?

Which one should you put your money into? Here's what you need to know to make the right decision for you:

1.    Realize a TFSA is an investment account, not a savings account. 

2.    Use your TFSA is for any windfalls you may receive

3.    Keep track of your contributions and withdrawals

4.    Understand the residency requirements

5.    Make your spouse a successor holder, not a beneficiary

Resources

How do your TFSA contributions compare to other Canadians your age?

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-a-peek-into-the-tfsas-of-the-nation-average-account-sizes-for-all-ages/

CRA Tax Free Savings Account Guide

https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4466/tax-free-savings-account-tfsa-guide-individuals.html

Hosted by Glory Gray, BSc Finance, MFA

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🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

CONTACT us for a 👉 Free Wealth Consultation
https://www.glorygray.com/contact/#contact-form

GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form

Website: GloryGray.com
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Hosted by Glory Gray of Glory Gray Wealth Solutions

Do you ever find yourself saying “yes” when you really want to say “no”?

In this empowering conversation, Glory sits down with Antonia Medeiros to talk about how setting clear financial and emotional boundaries can help women protect both their peace and their prosperity.

You’ll discover:

• How emotional triggers influence financial decisions
• Ways to set healthy money boundaries — without guilt
• Why protecting your finances starts with protecting yourself

You can reach Antonia at www.antoniamedeiros.com

Show Resources

Five Signs You Are Struggling With Saying No

Thanks for listening, and we look forward to sharing more empowering stories with you. Don't forget to subscribe and leave a review!

Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

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GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form

Website: GloryGray.com
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Earlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life. 

But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe they just would have done things differently. 

Here to talk about that subject is Lisa Hannam. Lisa is the Executive Editor of MoneySense Magazine. Lisa has been a leading force in the success of the financial magazine with her effective financial advice and her quick ability to pick up on stories that provide real value to Canadians. 

Lisa is one of those individuals who was ahead of the game. She was an active saver in her 20s. But even she would have done a few things differently. Come and listen in as Lisa and I talk about "What I Wish I had told my 20-year-old Self About Money?"

Our Guest

Lisa Hannam, Executive Editor of MoneySense has been a leading force in the success of the financial magazine with her effective financial advice and her quick ability to pick up on stories that provide real value to Canadians. 

Articles

• Five Money Fears From Childhood—And How to Overcome Them
• Finding Balance: Q&A with author Andrew Hallam
• Thinking of taking a break from work after COVID? Here’s what to know
• Snowball Vs. Avalanche: Which Debt Payoff Method Is Best

Hosted by Glory Gray, BSc Finance, MFA

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🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar

CONTACT us for a 👉 Free Wealth Consultation
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Website: GloryGray.com
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Hosted by Glory Gray of Glory Gray Wealth Solutions

How are you sabotaging yourself and keeping yourself from reaching your greatest potential? Are you sitting around feeling that something just isn’t right? Do you believe there is more to life than just existing? There have been many studies done that show, no surprise, a lack of money can be a huge stressor in our lives.

Come listen in as I speak with Denise Belisle on how to stop the self-sabotage. Denise Belisle is a Certified Mental Fitness Coach of Positive Intelligence. Her business is called In Motion Coaching.

Blog Post

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SHOW RESOURCES

Denise Belisle | In Motion Coaching
Listeners can go onto Denise’s website, click on “Get Started by Doing Your Saboteurs Assessment” and find your top saboteurs.
List of Saboteurs
Positive Intelligence
Shirzad Chamine

Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire

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CONTACT us for a 👉 Free Wealth Consultation
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Website: GloryGray.com
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Stories from the Trenches: What My Clients Have Taught Me | Women's Wealth Canada Podcast

Hosted by Glory Gray of Glory Gray Wealth Solutions

Learn from women who have retired or are nearing retirement about what they wish they had known before making this life-changing decision. Whether you're just starting out or are already in retirement, these insights will be invaluable.

00:00:28     Overcoming Financial Challenges: Hear from 3 Inspiring Women
00:01:09     Glory: Hard Rocker to Financial Advisor for Canadian Women
00:02:58     Robin: Breaking Free from the Home Rental Trap
00:04:38     Jenny: Be the CEO of your Own Life
00:05:47     Brenda: I Had it All. Then my Husband Died
00:06:55     One Last Story: A Story of Courage and Hope

Hosted by Glory Gray, BSc Finance, MFA

DOWNLOAD OUR FREE GUIDE
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
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Website: GloryGray.com
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