Matters Beyond Wealth

Maintaining your lifestyle in retirement and paying less tax

Taxes can be one of the biggest drains on retirement income. Learn tax-planning strategies to help make your retirement dollars work harder.
Related episodes:
When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?
Why estate and legacy planning are a vital part of your financial plan
For more information on RBC Royal Trust visit our website.

Strategies to help you prepare for a financial windfall

Learn strategies for managing a financial windfall whether that be from an inheritance, selling a business or hitting the jackpot. Related episodes:
Will the changes to the capital gains inclusion rate impact me?
What is probate and can it be avoided?
Why estate and legacy planning are a vital part of your financial plan
The family cottage: managing inheritance of an emotionally tied property
For more information on RBC Royal Trust visit our website.

When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?

RRSPs can trigger significant tax bills if not organized correctly in your estate plan. Learn the important nuances tied to RRSPs and RRIFs in estate planning.
To discuss this topic, Leanne is joined by Ali Spinner, partner at Crowe Soberman’s Tax Group.
Related episodes:
How can my RRSP or TFSA impact my estate?
What is probate and can it be avoided?
Why estate and legacy planning are a vital part of your financial plan
Will the changes to the capital gains inclusion rate impact me?
Helpful resources:
T1213 Form Request to Reduce Tax Deductions
For more information on RBC Royal Trust visit our website.

Why estate and legacy planning are a vital part of your financial plan

Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before.
To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI.
 
Related episodes:
Why making a Will is choosing caring over chaos
What if I leave my Will to the last minute?
How emotions can impact estate planning
Leaving a lasting legacy for your kids and grandkids
How family dynamics can impact your estate plan
Incapacity: Do you know if family decides for you?
Exploring living longer with steps to improve your ‘real age’
What are the responsibilities of an executor?
 
Helpful resources:
Free executor support tool
Executor/Liquidator checklists and kits
 
For more information on RBC Royal Trust visit our website.

What would you choose if Medical Assistance in Dying (MAID) was an option?

Learn how Medical Assistance in Dying empowers Canadians with end-of-life planning and choice.
To discuss this topic, Leanne is joined by Helen Long, the CEO of Dying With Dignity Canada.
Related episodes:
Plan for incapacity: Protect yourself with powers of attorney
Incapacity: Do you know if family decides for you?
What to know about being someone’s power of attorney
Planning for life beyond 100
What is a dementia village?
Why pre-planning your funeral matters
Be the author of your last chapter
Helpful resources:
Brochure about MAID and grief
Brochure about MAID
MAID Family Support Society
Bridge C-14
Advanced Care Plan kit
For more information on RBC Royal Trust visit our website.

When does elder care become elder abuse

Learn elder abuse warning signs and tips to protect aging adults. 
To discuss this topic, Leanne is joined by Mélanie Couture, professor at Sherbrooke University.Related episodes: 
Spotting financial elder abuse
Do you have a trusted contact person?
What to know about being someone’s power of attorney
What is a dementia village?
What is considered “normal” memory loss versus dementia? 
Tips to help simplify caregiving from a distance
For more information on RBC Royal Trust visit our website.

Tips to help simplify caregiving from a distance

Discover tools to support seniors from afar and ease the emotional burden of long-distance caregiving.
To discuss this topic, Leanne is joined by Dr. Adriana Shnall, program director at the Koschitzky Centre for Innovations in Caregiving at Baycrest.
Related episodes:
Innovative technology for older adults and caregivers
Strategies for caregivers to avoid burnout
What is considered “normal” memory loss versus dementia?
Helpful resources:
The Canadian-Caregiver Assessment and Resources Tool
For more information on RBC Royal Trust visit our website.

What year-end financial strategies can help set me up for success?

See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year. 
To discuss this topic, Leanne is joined by Howard Kabot, vice president of Financial Planning with Family Office Services team at RBC Wealth Management.
Related episodes: 
What if I leave my Will to the last minute?
Why making a Will is choosing caring over chaos
Is your cross-border property in your estate plan?
Create a lasting legacy through charitable giving
Wealth and giving: what are your philanthropic goals?
What to know about being someone’s power of attorney
Plan for incapacity: Protect yourself with powers of attorney
Helpful resources: 
Guidance if you are acting as an executor or choosing one for your estate
Power of attorney resources
Will planning resources
Philanthropic resources
Financial planning: Nine key areas of focus
For more information on RBC Royal Trust visit our website.

Common questions about being an executor in Canada

Understanding estates, probate, and the role of the executor.
To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professional Development at RBC Royal Trust.
Related episodes:
What are the responsibilities of an executor?
What rights do beneficiaries of a Will have?
What to know about being someone’s power of attorney
What is probate and can it be avoided?
Helpful resources:
Artie the executor helper tool
Estate complexity calculator
Estate settlement and executor resources
For more information on RBC Royal Trust visit our website.

What is the loneliness epidemic?

Learn about the alarming link between loneliness and chronic diseases in older adults
To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women's Age Lab at Women's College Hospital.For more information on RBC Royal Trust visit our website.