It’s Your Wealth Podcasts

It's Your Wealth - CKTB

610 CKTB helps you take control of your money. Tune in every Saturday at 8am for “It’s Your Wealth”, where Certified Financial Planner David Somerville will take your calls and offer advice on all money matters.

David brings a wealth of knowledge to the table with over 22 years of experience helping individuals achieve greater financial success. David is born and raised in the Niagara Region and is fully committed and believes financial success Is predictable when you follow the rules of money management.

To call and speak with David LIVE Saturdays 8am-9am

Call : (905) 688 CKTB (2582)
Toll Free : 1 (877) 610 CKTB (2582)
OR … #610 on your Bell Mobility phone.

Our most recent shows are below.  You can also Listen to our shows from earlier this year.

July 11, 2015 – Dave and Jason from Capital Wealth Management talk about ‘6 Key Thoughts When It’s Time To Choose an Advisor’ and how to become a successful landlord.

July 4, 2015 – Dave and Jason from Capital Wealth Management chat about the financial crisis in Greece as well as how 50% of Canadians are being forced to retire earlier than planned.

June 27, 2015 – Dave and Jason from Capital Wealth Management talk about Some of the expenses and preparation when it comes to retirement and The high cost of healthcare when traveling.

June 20, 2015 – Dave, Jason and Matt the Intern are here to fill some gaps in knowledge about Tax Free Savings accounts that many Canadians seem to have, and to celebrate Father’s Day this weekend, they’ve got the “Seven things your dad wants you to know about retirement”. They’re also talking about a one-trillion dollar inheritance transfer, and whether or not you should raid your RRSP to pay of debt.

June 13, 2015 – Dave and Jason from Capital Wealth Management talk about when to fire your divorce lawyer, the strategies when building your legacy plan and the 5 unexpected events that can derail your retirement.

June 6, 2015 – Dave is off and Jason from Capital Wealth Management is running the show.  He’s got Linda and Ron in to talk about Canada’s Best Places To Live, and they’ll talk about how financial planners make money, and how much?

May 30, 2015 – Dave and Jason from Capital Wealth Management chat about The 5 financial consequences of a spouse dying, obstacles to avoid when trying to get the best mortgage rate, and 4 key tax mistakes cottage owners should avoid.

May 23, 2015 – Dave and Jason from Capital Wealth Management chat about “The 5 reasons to take your CPP early”, How to keep the family cottage…in the family, and 5 way to prepare your finances before traveling this summer.

May 16, 2015 – Dave and Jason from Capital Wealth Management chat about the ‘Top Financial Headlines of the last 7 days’, ‘5 Tips for Making Smart Charitable Donations’, and the debt crisis of working Canadians.

May 9, 2015 – Dave and Jason are off today, Linda and Ron are in! They’re talking about how to minimize executor risk, and understanding government benefits.

May 2, 2015 – Dave and Jason from Capital Wealth Management chat about Why it’s critical to have efficient retirement income, Consolidating with the best advisor, and Why plan for human capital in retirement?

April 25, 2015 – Rick Dykstra is in the studio with Dave and Jason from Capital Wealth Management talking about the Ontario budget.

capwealthIt’s Your Wealth Podcasts