Financial Planning Strategies for Women – It’s Your Wealth the Podcast Episode #70
In this episode, Certified Financial Planner David Somerville, Drake Somerville & Cody Miller run through ten financial planning strategies tailored to women, covering longevity-based retirement planning, CPP/OAS timing, insurance, and preparing for widowhood or divorce. They also dig into TFSA strategy, career interruptions, healthcare costs, and why staying too conservative with investments can be its own risk.
Website: https://capital-wealth.ca/
Canadian Dollar vs US Tariffs – It’s Your Wealth the Podcast Episode #69
In this episode, Certified Financial Planner David Somerville, Drake Somerville & Cody Miller break down nine key factors driving the Canadian dollar against the US dollar. From interest rate differentials and oil prices to tariffs, government debt, and foreign investment flows. They also share practical tips on timing currency conversions and avoiding hidden credit card fees when spending in the US.
Website: https://capital-wealth.ca/
Why the Wealthy Get Guidance – It’s Your Wealth the Podcast Episode #68
Every major financial decision you make without guidance is a gamble. In this episode, David Somerville, Drake Somerville & Cody Miller discuss why wealthy people almost always have a trusted advisor walking them through the big calls.
Website: https://capital-wealth.ca/
Should You Give Your Kids Their Inheritance Now? – It’s Your Wealth the Podcast Episode #67
What happens when you hand your kids their inheritance while you're still alive to see them enjoy it? In this episode, David Somerville, Drake Somerville & Cody Miller discuss the financial, legal, and emotional layers of early inheritance.
Website: https://capital-wealth.ca/
A Blended Family Needs it's Own Financial Game Plan? – It’s Your Wealth the Podcast Episode #66
Blended families come with big hearts and complicated finances. In this episode, David Somerville, Drake Somerville & Cody Miller break down the top ten financial issues facing Canadian step-families
Website: https://capital-wealth.ca/
The Hidden Truth About Investment Fees – It’s Your Wealth the Podcast Episode #65
Hidden fees that could be quietly eating away at your wealth. In this episode, David Somerville, Drake Somerville & Cody Miller break down how to protect your wealth and make more informed investment decisions.
Website: https://capital-wealth.ca/
10 Financial Strategies Every New Grad Needs – It’s Your Wealth the Podcast Episode #64
Graduating is exciting, but it also comes with real financial decisions that can shape the next decade of your life. In this episode, David Somerville, Jason Pollock & Cody Miller walk through ten essential financial strategies every new graduate should understand.
Website: https://capital-wealth.ca/
Retirement Done Right: Critical Areas You Can’t Ignore – It’s Your Wealth the Podcast Episode #63
Retirement isn’t just about hitting a number in your bank account. In this episode, David Somerville, Jason Pollock & Cody Miller break down the six critical areas you need to consider to truly do retirement right
Website: https://capital-wealth.ca/
7 BEST WAYS TO PLAN FOR RETIREMENT – It’s Your Wealth the Podcast – Episode #1
Covid-19 has been difficult for the past 2 years, and its changed the way Canadians are planning for their retirement. In today’s episode David Somerville & Jason Pollock discuss some of the latest findings, and prepare you with 7 best ways to plan for your retirement.
Website: https://capital-wealth.ca/