The loss of a loved one is devastating and can take a toll on women physically, mentally, and financially. This episode features guest Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP a principal, portfolio manager, certified financial planner and trust and estate practitioner at ShortFinancial with iA Private Wealth. Kimberly will guide listeners through the process of widowhood, while providing useful information for women on how to deal with money after the death of a spouse, how get a handle on finances if you have not had that responsibility in the past, how to manage finances moving forward, basics on wills and estates, and where to look for help during this difficult time. This podcast information was prepared by Kimberley Short who is a Portfolio Manager, CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner for iA Private Wealth Inc. This is not an official program of iA Private Wealth Inc. and the opinions expressed during this podcast are those of Kimberley Short only and do not necessarily reflect those of iA Private Wealth Inc. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This podcast is intended for general information only; please obtain independent professional advice, in the context of the particular circumstances. This episode was recoded on July 21, 2021. This episode is made possible by the generous support of our national development sponsor, Canada Life. Additional resources: Love and Money: Conversations to Have Before You Get Married We CARE about you and your finances (cpacanada.ca) Download transcript

Mastering Money: The Educator’s Edition

S4 E06: Going Alone: After Loss of a Spouse or Partner

Divorce or separation can leave many women wondering what will come of their finances and how they will support themselves, their dependents, and overall lifestyle. For some, this means taking finances into their own hands for the first time ever and learning how to pave the way themselves. This episode, with certified financial planner Léony DeGraaf, CFP, CEA, EPC, will focus on what issues women face when going through a separation or divorce and what they can do to set themselves up for independent financial wellbeing and success. This episode was recorded on June 24, 2021. This episode is made possible by the generous support of our national development sponsor, Canada Life. Additional resources: Love and Money: Conversations to Have Before You Get Married Babies: How to Afford Your Bundle of Joy We CARE about you and your finances (cpacanada.ca) deGraaf Financial Strategies - Divorce Preparation Worksheet Download transcript

S4 E05: Going Alone: After a Relationship

Let’s face it. Being a mom is a full-time job by itself, add a career on top of that as well as tending to the everyday needs and wants of your kids, and soon not only is your bank account depleting, but so is your time. In this episode, Lisa van de Geyn, freelance writer, editor, mom and author of Babies: How to Afford Your Bundle of Joy, will teach us how to make a plan before having kids, how to budget for becoming a mom and growing a family as well as how to juggle motherhood and a career. This episode was recorded on June 10, 2021. This episode is made possible by the generous support of our national development sponsor, Canada Life. Additional resources: Love and Money: Conversations to Have Before You Get Married Babies: How to Afford Your Bundle of Joy We CARE about you and your finances (cpacanada.ca) Download transcript

S4 E04: The Working Mother - Juggling Work and Home

Starting a career or entering into a new career can be exciting but it also poses unique financial obstacles and challenges for a woman. In this episode, guest Gloria Ng, CPA and podcast host for MISS FINDEPENDENT , sheds light on entering into a new job with a focus on how to set yourself up for success, manage student loans, set goals and establish life-long healthy financial habits. This episode was recorded on June 18, 2021. This episode is made possible by the generous support of our national development sponsor, Canada Life. Additional resources: Love and Money: Conversations to Have Before You Get Married Babies: How to Afford Your Bundle of Joy We CARE about you and your finances (cpacanada.ca) MISS FINDEPENDENT podcast - Lifestyle Creep MISS FINDEPENDENT podcast - Side Hustles Download transcript

S4 E03: The Working Woman - First Jobs and New Jobs

Confidence in money decisions comes with knowledge and practice.  Join Lisa Zamparo, CPA, CA, Financial Strategist and founder of the Wellth Company, to explore how to learn about your money, make your money work for you, what steps you can take to gain the confidence to make decisions, the gender gap in risk and investing, and how you can take calculated risks for setting up your financial future.  This episode was recorded on July 8, 2021. This episode is made possible by the generous support of our national development sponsor, Canada Life. Additional resources: Love and Money: Conversations to Have Before You Get Married Babies: How to Afford Your Bundle of Joy We CARE about you and your finances (cpacanada.ca) Download transcript

S4 E02: The “Risky” Woman - Risk and Investing For Women 101

This episode explores how women think and relate to money; helping women better understand money in order to find comfort in their own financial lives. Join our expert Vanessa Bowen, CPA, Money Coach and founder of Mint Worthy, as she discusses her challenges around money and how she took ownership of her financial life, while providing insight on how women can gain confidence in dealing with money matters that they tend to avoid. This episode was recorded on June 30, 2021. This episode is made possible by the generous support of our national development sponsor, Canada Life. Additional resources: Love and Money: Conversations to Have Before You Get Married Babies: How to Afford Your Bundle of Joy We CARE about you and your finances (cpacanada.ca) Download transcript

S4 E01: The Money Mindset - Changing the Way Women Relate to Money

Almost a year into the pandemic and it’s hard to believe it’s already approaching tax time again. With a disruptive year in our rearview,  Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, guides listeners through the necessary information this coming tax season. This episode was recorded on January 27, 2021 via Skype. Please note: the topics discussed in this recording are as at the date of the recording, rules may have changed since the recording date. This recording is not intended to be tax advice. For resources visit: cpacanada.ca/COVID19finlit Additional resources mentioned in podcast: CPA Canada Tax Blog on Home Office Expenses CPA Canada Tax Blog on Income Tax Impact of Key COVID-19 support programs CRA Home Office Expense Online Calculator and Guidance CRA Employment Expense Guide Temporary Changes to EI Canada Recovery Benefit Canada Recovery Sickness Benefit Canada Recovery Caregiving Benefit The views and opinions expressed in this podcast are those of the guest and do not necessarily reflect that of CPA Canada. Download transcript

S3 E05 - Tax Time Doesn’t Have to be Taxing

It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was recorded on November 26, 2020 via Skype. Want to hear more from Aurèle? Tune into the webinar, Financial planning: Building a lifelong financial plan offered on-demand. For more resources, visit cpacanada.ca/finlitresources, fpcanada.ca, “Your Financial Toolkit” (Financial Consumer Agency of Canada) Download transcript

S3 E04 - Financial Planning 101 - What You Need to Know

Are you confused about life insurance? How do you know if the life insurance you have is enough? Why is it so hard to talk about something that is so important? In this episode, Graham Rogers, FSA, FCIA, Director of Product and Large-Case Support at Canada Life, helps us understand the ins and outs of life insurance and what we can do to ensure we are informed and protected, especially during these unpredictable times. This episode was recorded via Skype. Want to hear more from Graham? Tune in to the webinar, Life insurance after COVID-19: Protecting yourself now and in the future offered on-demand. For more resources, visit cpacanada.ca/finlitresources. Download transcript

S3 E03: Life Insurance 101 - What You Need To Know

I was planning to start (or grow) a business in 2020 before the world changed. What do I do now? What options are available to me? Join our expert Lisa Zamparo, CPA, CA, founder of The Wellth Company, as she walks us through her career as an accountant, how she made the transition into entrepreneurship and how she has had to pivot to deal with the disruptions brought on by the pandemic. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the generous support of the Government of Ontario. For resources and more information, visit, CPA Canada’s Ontario small business financial literacy resources, CPA Canada’s COVID-19 Financial Literacy page for business owners and Make Lemonade. Host: Garth Sheriff, CPA, CA, Sheriff Consulting Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

Small Business Series – E07 – Entrepreneurship in Uncertainty

The pandemic has led to one of the largest economic crises in modern history. In this new business environment, many entrepreneurs are showing ingenuity in adapting to post crisis challenges. This episode outlines priorities highlighted in the BDC’s research study focusing on How Entrepreneurs Are Adapting to the Pandemic. Join our expert Pierre Cléroux, Vice President, Research and Chief Economist at Business Development Bank of Canada (BDC), as he walks us through the findings on how entrepreneurs are adapting to the pandemic. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the generous support of the Government of Ontario. For resources and more information, visit, CPA Canada’s Ontario small business financial literacy resources, CPA Canada’s COVID-19 Financial Literacy page for business owners and BDC - Information to help your business take action during the COVID-19 crisis Host: Garth Sheriff, CPA, CA, Sheriff Consulting Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

Small Business Series – E06 – How entrepreneurs are adapting to the pandemic

An original podcast from the Chartered Professional Accountants of Canada. This podcast is different from other financial podcasts as it takes a business to business perspective, speaking directly to financial educators as opposed to providing tips directly to the consumer. We bring up key issues, trends and tips as they relate to financial education for many different audiences.

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Mastering Money: The Educator’s Edition

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