Hosted by Glory Gray of Glory Gray Wealth Solutions

Wishing you and yours a wonderful festive season! We'll be back for more Women's Wealth Canada episodes in 2022. Happy Holidays!

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Hosted by Glory Gray of Glory Gray Wealth Solutions

All the money that we saved to live a great retirement will be worth nothing if we don’t have our health. With that in mind, I’m excited to welcome today’s guest, Charlotte Crowley, Registered Holistic Nutritionist and yoga instructor. We'll discuss:

• What ONE change to your diet can you make that will make a big difference to your health?
• What diet is right for you?
• Life is busy! How can you make eating healthy easy?
• What are some smart snack choices?

Resources in this episode:
Healthy recipes from the Canada Food Guide
Charlotte's website
Email Charlotte

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Hosted by Glory Gray of Glory Gray Wealth Solutions

In this episode, we'll cover some top tax tips to get you ready for year end. 

• Top ways retirees can save on taxes
• Little known tax credits you can take advantage of
• Avoiding OAS clawback
• Important tips especially for women

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Hosted by Glory Gray of Glory Gray Wealth Solutions

In this episode, we peel back the complicated layers of finding financial advice in Canada. 

• Do you even need a financial advisor?
• How to make 2.73 times MORE money
• Finding the right advisor for you

Resources in this episode:
The Gamma Factor and the Value of Advice

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Hosted by Glory Gray of Glory Gray Wealth Solutions

Our home is often our biggest asset. But it can be hard to access that value when we need cash.  

Rita Cousins of the Cousins Mortgage Team at Mortgage Architects is here to help you find ways to squeeze money from your home!

• What's the difference between a Reverse Mortgage and a HELOC?
• The one thing Rita recommends we do BEFORE we retire.
• How applying for a mortgage on an investment property is different than applying for a mortgage on your own home.
• Top tips for new homebuyers

Resources in this episode:
Reverse Mortgage, Downsizing or HELOC? by Erica Alini, Global News

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Today we want to mention another great Canadian podcast, "Focus and Freedom for Entrepreneurs," hosted by Val Low. 

Val is a digital & efficiency expert who helps entrepreneurs clear the business clutter and thrive. Through her Focus&Freedom™ Method many entrepreneurs have experienced more focus, time and freedom.

Val shows entrepreneurs how to calm the overwhelm and distractions with focus and efficiency strategies and tools that enable them to have the freedom to do the things that matter most in their business and life.

Through her Magnify Your Brand™ program, entrepreneurs and experts can clarify their message, attract their ideal clients and create a brand experience that people love to talk about.

Listen to Glory and Val as they talk about Financial Fitness on "Focus and Freedom for Entrepreneurs"

Resources in this episode:
Mint.com versus YouNeedaBudget.com

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Are you at a crossroads and wondering what’s next for you? Well, you’re in luck, because Certified Retirement Options™ Coach, Stefa Katamay, is my special guest today. Join us as we tackle the REAL questions you should ask yourself before retiring. 

• Why life transitions like retirement should be viewed in five year chunks of time
• Why do we wait until we’re in our sixties before we seem to hit our stride? What was happening before then?
• FIRE (Financial Independence Retire Early) and the "new retirement"
• Top concerns for people in retirement

Resources in this episode:
Designing Your Life by Bill Burnett and Dave Evans
Successful Aging by Daniel Levitin

Connect with guest Stefa Katamay
Website: NextinLife.ca
Stefa on LinkedIn
Instagram: @next.in.life 

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Want to donate to your favourite charities using the secrets of Canada's wealthiest families? We've got you covered!

Today, we're talking with Carol Bezaire, Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments. 

In this episode, we'll talk about:

1. Who gives to charities in Canada?
2. What are the tax benefits of giving to charity? How do Charitable Tax Credits work and how much can I save?
3. What if an individual client donates securities instead of cash? 
4. How does a Donor Advised Funds (DAFs) work?
5. What are the advantages of donating using your own DAF?
6. How can a financial advisor help with charitable giving?
7. What are the steps to opening a DAF? What happens after the DAF is opened?
8. Stories of people who've made an impact on their community and family using DAFs.

Resources in this episode:

Philanthropic Foundations of Canada
Mackenzie Investments Charitable Giving Program

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray

Does it make more financial sense to Lease or Buy your next new car? Glory tackles this frequently-asked question with guest David Gray (aka Squatch.) 

We'll cover these topics:

1. How does a lease work?
2. Do some brands lease better than others?
3. How can leasing help business owners?
4. How can auto accidents affect my trade in value?
5. Is it better to lease or buy a battery/electric powered vehicle?

Also in this episode: New studies on women vs. men and net worth in Canada.

Resources in this episode:
David Gray of Nanaimo Toyota
Email: [email protected]

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
Facebook: @GloryGrayWealthSolutions
Instagram: Glory Gray