The Wealthy Life with Sybil Verch Podcast
By The Wealthy Life
The Wealthy Life with Sybil Verch PodcastSep 04, 2023
Moving From US to Canada, Money Lessons for Kids, Increasing Credit Score for Better Mortgage Rate
Why you should include your family in the estate planning decisions. Then how you can help kids learn about finances. And how to get top dollar for your home.
Estate Planning for Blended Families, Recovering from a Financial Accident, Philanthropy
Learn about the challenges that arise when estate planning in a blended family. Then getting on track again after a financial accident. And managing your funds in different institutions.
Investing in Your Business, Cybersecurity, & Business Valuation
Should you reinvest your profit in your business or invest personally instead? What is cybersecurity and how can you protect your financial information online? What is the formula for buying or selling a business? Join Sybil to find out the answers to these important questions so you can make the most of what you have.
Investing for Beginners, Alternate Investments, & Probate
What are the first three steps to help get you started investing? What are alternative investments and how can they benefit you? Is probate required when settling an estate? Join financial guru Sybil Verch and special guest expert, Andres Camacho of Alitis Investment Counsel, in answering these important money questions to help you make the most of what you have.
Appointing an Executor, Protecting Money in Divorce, Banking Fees
How do you decide who to appoint as your Executor? What can you do to protect your money during a divorce? Are your banking fees are too high? Join Sybil and special guest expert, Filomena May of Raymond James Ltd., in answering these questions to help you make the most of what you have.
Pension Plans, New or Used Cars, & Human vs Robo Advisors
How can you set up your own pension plan as a business owner? Is it better to buy a new or used car? What is the difference between a robo advisor and a human advisor? Join Sybil to find out the answers to these important financial questions.
Buying a Recreation Property, Tax on US Investments, & Online Banks
What are the top 3 questions to ask before buying a recreational property? How do you minimize tax on US investment accounts? Are online banks safe? Join Sybil and special guest experts Chris Stooksbury of Raymond James Ltd. and Phil Hogan of Hutcheson & Co., in answering these questions to make the most of what you have.
Strata Special Assessments, First Time Homebuyer Financing & Advisory Fees
What options do you have to pay for a strata special assessment? Learn a few creative financing ideas for first time home buyers, and understand how your financial advisor gets paid to prevent conflicts of interest. Join Sybil as she covers these topics to help you make the most out of what you have to live your version of The Wealthy Life.
Young Entrepreneurs, Male vs Female Investors, & Converting RSPs
What is the secret to success for new entrepreneurs? Are women better at investing than men? When is the best time to convert your RSP to a RIF? Join Sybil and Kim Inglis, a financial advisor at Raymond James, in answering these important questions to make the most of what you have.
Creating Wealth, Snowbirds, & Dollar Cost Averaging
How can you create wealth? What do you need to consider before becoming a snowbird? What are the pros and cons of dollar cost averaging? Join Sybil and special guest expert, Gerry Scott of Raymond James, in answering these questions and making the most of what you have.
Succession Planning, Charitable Giving, & Rent vs Own in Retirement
What are the top tips for business succession planning? How do you get the biggest bang for your buck through charitable giving? Should you own or rent your home into retirement? Join Sybil and special guest experts Janine Davies of Raymond James Canada Foundation & small business owner Rob Reid of Frontrunners Footwear to find out how to make the most of what you have.
How Much Do You Need For Retirement, Socially Responsible Investing, & Secrets To The Best GIC Rates
What’s your number for retirement? Find out how much you need to retire.
Learn how to align your money with your values through socially responsible investing.
Discover the secret to getting the best GIC rates.
Join Sybil Verch and Mike Higgins & Frank Arnold of Raymond James in making the most of what you have.
Power of Attorney, Business Tax Tips, & Safe Statements
Have you appointed the right Power of Attorney?
What are the top tax saving tips every business owner should know?
What’s safer: paper or electronic statements?
Join Sybil Verch and guest experts Janet Mason of Raymond James Ltd. and Damon Pallan of CPCM & Co. in answering these questions to help you make the most of what you have.
Financial & Emotional Tips For Taking Care of Parents, Worry-Free Portfolios, & Paying Mortgages
Are you financially and emotionally prepared to take care of your parents?
How can you build a “worry-free” investment portfolio?
Should you pay off your mortgage instead of investing?
Join Sybil and guest experts Neela White, George McConechy and Scott McCartney of Raymond James Ltd. in answering these important financial questions.