If you want to learn about personal finance from a trusted expert in simple, everyday language then Living Richer is the podcast for you. Mark has been a financial advisor for over two decades, and in this podcast, he takes the fear out of personal finance and provides you with the tools and know-how to build and implement a realistic personalized plan, invest and budget wisely, and avoid common mistakes. Listen to Living Richer and go beyond just dollars and cents to get on track to achieve your life goals.
Episode #14: Eight important financial actions to take before 2020.
December is a busy time of year but there are a few simple actions I recommend you make time for to set yourself up financially for 2020. In this podcast I will break down the eight most important financial to-do's before the new year.
Episode #13: Vince Murton talks planning tips and mistakes to avoid.
In this episode of Living Richer, Vince Murton, Vice President of Longevity Planning at Raymond James Ltd., takes us through the three critical components of a financial plan, a realistic approach for budgeting in retirement and the two biggest mistakes people make when planning for the future.
Episode #12: Five Tips for Getting Started on your Financial Journey
When you first start making money, it’s exciting to have the independence to choose how you want to spend it. But, there are some key things you need to know, and do at this early stage to set yourself up for success. On this episode of Living Richer, I’ll take you through the top five things I believe you should do to achieve financial independence.
Five Tips for Getting Started on your Financial Journey
Episode 11: Money and Relationships: What’s all the fighting about?
Studies show that money problems are a leading cause of divorce. On this episode of Living Richer I am joined by my wife Robin Shimkovitz, a certified life coach. Together we’ll explain why it is so important to have open and honest discussions about money. We’ll take you through a case study of a real couple we helped and we’ll give you practical tips so you can start your own conversation with your partner.
Financial Questions for Couples – A Discussion Guide
Episode 10: The four best ways to use your tax refund.
In this episode of Living Richer, I will tell you my advice on how you can best use your tax refund to help you reach
your financial goals.
Episode 9: Lessons from my Mentor
In this episode of Living Richer, I share with you the top lessons I have learned from the world’s best investor – Warren Buffett. His advice is pretty simple and definitely worth a listen for any investor.
Episode 8: How to get out of Debt
This podcast is for anyone who wants to better understand debt or is struggling to get out from under it. I'll take you through the steps you need to take to put a successful plan into action.
Episode 7: Understanding Registered Accounts: From RRSPs to TFSAs, RRIFs and more
In this episode of the Living Richer Podcast I discuss everything you need to know and do when it comes to registered accounts. Learn key strategies to save on taxes, get free money and grow your wealth.
Episode 6: Using a budget to build your wealth faster and spend more freely
In this episode of Living Richer, I’ll explain what a zero-based budget is and how it will help you build your wealth faster, while spending more freely. I’ll take you through the exact steps you need to follow to create and put into action your own zero-based budget.
Your Detailed Budget Worksheet
Episode 5: How to Design an Investment Portfolio
In this episode of Living Richer, I’ll take you through the steps in designing an investment portfolio and the important role diversification plays in reducing risk.
Episode 4: New Year's Edition
Episode 3: Financial Discovery
In this episode, I’ll explain how to accurately evaluate your current financial situation, identify the financial requirements of where you want to go and then create a realistic strategy to get there.
Inflation Calculator | Your Detailed Budget Worksheet
Episode 2: Goals Discovery
This episode explores the first steps in getting started on your financial plan. I’ll take you through the first part of our discovery process and explain how you can get a better understanding of your goals and priorities through a values map exercise.
Episode 1: Living Richer Introduction
In this premier episode of Living Richer, you’ll hear a little bit about who I am, why I started this podcast and what to expect in future episodes.
Simon Sinek TED Talk: Start with Why