Planning Your Financial Future

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Every week Andy Lyster and Don Fox of Investors Group share their Financial Planning advice with you the listener. With over 60 years of combined experience Andy and Don have advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you n…

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    • Jun 29, 2024 LATEST EPISODE
    • weekly NEW EPISODES
    • 45m AVG DURATION
    • 312 EPISODES


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    Latest episodes from Planning Your Financial Future

    IG Private Wealth Management-Don Fox-June 29, 2024

    Play Episode Listen Later Jun 29, 2024 45:01


    Questions for your advisor / A.I. and financial planning / Happy 'financial' Canada Day eh! / Longevity denial

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    IG Private Wealth Management-Don Fox-June 22, 2024

    Play Episode Listen Later Jun 22, 2024 45:48


    Ditching DIY retirement planning / Why we do what we do / Wedding season / Summer financial fun

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    IG Private Wealth Management-Don Fox-June 15, 2024

    Play Episode Listen Later Jun 15, 2024 46:13


    Interest rates & housing / Capital gains taxes / Father's Day financial planning / What's old is new again

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    IG Private Wealth Management-Don Fox-June 8, 2024

    Play Episode Listen Later Jun 8, 2024 47:47


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    IG Private Wealth Management-Don Fox-June 1, 2024

    Play Episode Listen Later Jun 1, 2024 47:41


    Guest - Jill Archer Regional Estate & Insurance Specialist I.G / Discussing Capital Gains Tax grab affects everyone

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    IG Private Wealth Management Don Fox-May 25, 2024

    Play Episode Listen Later May 25, 2024 45:17


    Divorce planning / The spender and the saver / Buying a car? / Mailbox

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    IG Private Wealth Management-Don Fox-May 18, 2024

    Play Episode Listen Later May 18, 2024 45:15


    Philip Petursson - Chief Investment Strategist - IG 

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    IG Private Wealth Management-Don Fox-May 11, 2024

    Play Episode Listen Later May 11, 2024 47:34


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    IG Private Wealth Management Don Fox-May 4, 2024

    Play Episode Listen Later May 4, 2024 48:00


    Guest-Shahrshad Rajabzadeh V.P. National Sales I.G. Investments

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    IG Private Wealth Management Don Fox-April 27, 2024

    Play Episode Listen Later Apr 27, 2024 46:18


    Budget breakdown / First time home buyers / Home equity / Captial gains tax

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    IG Private Wealth Management Don Fox-April 20, 2024

    Play Episode Listen Later Apr 20, 2024 48:00


    RDSP & ODSP / Capital gain reserves / Tax refund, to get one or not? / Investor behavior

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    IG Private Wealth Management Don Fox-April 13, 2024

    Play Episode Listen Later Apr 13, 2024 47:01


    RESP strategies / My CRA account / Cyber fishing attacks / Tax tips for 1st timers

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    IG Private Wealth Management-Don Fox-April 6, 2024

    Play Episode Listen Later Apr 6, 2024 46:25


    Dollar cost averaging / Time in the market / Life insurance myths / Tax tips

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    IG Private Wealth Management-Don Fox-March 30, 2024

    Play Episode Listen Later Mar 30, 2024 47:37


    Special guest:   Jill Archer Regional Insurance & Insurance Specialist I.G.

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    IG Private Wealth Management Don Fox-March 23, 2924

    Play Episode Listen Later Mar 23, 2024 47:30


    FHSA strategies / Planning is like a box of chocolatesc / FOMO & the irrational investor / Improve your investment success

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    IG Private Wealth Management Don Fox-March 16, 2024

    Play Episode Listen Later Mar 16, 2024 48:17


    Finacial spring cleaning / Retirement withdrawal strategies / Retirement myths

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    IG Private Wealth Management-Don Fox-March 9, 2024

    Play Episode Listen Later Mar 9, 2024 45:46


    Financial planning for doctors / Tax time! / TFSA pitfalls / Canada Pension Plan

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    IG Private Wealth Management Don Fox-March 2, 2024

    Play Episode Listen Later Mar 2, 2024 44:08


    Estate Planning Special guest: Jill Koehler I.G. - Regional Estate & Insurance Specialists

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    IG Private Wealth Management-Don Fox-February 24, 2024

    Play Episode Listen Later Feb 24, 2024 46:55


    Reasons why financial reviews are essential / Financial planning calculators / Are you average? / Financial calculators cont.

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    IG Private Wealth Management-Don Fox-February 17, 2024

    Play Episode Listen Later Feb 17, 2024 45:57


    Housing & mortgage rates / To RSP or Not? / Financial Family Day conversations with your 20-year-old / Reasons not to RSP this season

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    IG Private Wealth Management-Don Fox-February 10, 2024

    Play Episode Listen Later Feb 10, 2024 47:12


    Divorce planning / Retirement / Football & personal finance / Power of attorney

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    IG Private Wealth Management Don Fox-February 3, 2024

    Play Episode Listen Later Feb 3, 2024 45:07


    Special guest: Jill Koehler I.G. - Estate and Insurance specialist 

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    IG Private Wealth Management Don Fox-January 27, 2024

    Play Episode Listen Later Jan 27, 2024 47:05


    Special Guest-Philip Petursson I.G. - Chief Investment Strategist 

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    IG Private Wealth Management Don Fox-January 20, 2024

    Play Episode Listen Later Jan 20, 2024 46:33


    The great wealth transfer / Tax efficient retirement paycheck / Bitcoin / Gift cards

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    IG Private Wealth Management Don Fox-January 13, 2024-1/ Financial readiness for new parents 2/ 2023 predictions come true? 3/ Credit cards 4/ Don't blame the Boomers!

    Play Episode Listen Later Jan 13, 2024 46:42


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    IG Private Wealth Management Don Fox-January 6, 2024-1/ Time in the market 2/ What the 1% do. 3/ 2024 financial goals 4/ TFSA time

    Play Episode Listen Later Jan 6, 2024 44:39


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    IG Private Wealth Management Don Fox-December 16, 2023-Jon Juru - VP of IG Hamilton

    Play Episode Listen Later Dec 16, 2023 47:39


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    IG Private Wealth Management Don Fox- December 9, 2023-1. Year End Tax Planning 2. What Is Estate Planning? 3. Year End Planning To Do List 4. 5 Lessons From That Late Charlie Munger

    Play Episode Listen Later Dec 9, 2023 46:33


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    IG Private Wealth Management Don Fox-December 2, 2023-1/ What is a financial plan? 2/ Charitable giving 3/ CPP enhancements 4/ 5 tips for a credit free Christmas

    Play Episode Listen Later Dec 2, 2023 46:54


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    IG Private Wealth Management Don Fox-November 25, 2023-1. Year End Income Planning 2. Investment Returns 3. May To December Financial Challenges 4. Merit Or Luck

    Play Episode Listen Later Nov 25, 2023 45:38


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    IG Private Wealth Management Don Fox-November 18, 2023-1/ First time home buyers 2/ Financial literacy month 3/ Financial literacy month cont. 4/ Financial literacy month

    Play Episode Listen Later Nov 18, 2023 47:08


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    Hamiliton Real Estate Show-November 11, 2023-1/ Scams! - Beware! 2/ Stock market expectations 3/ Movember awareness 4/ CPP & OAS enrolement

    Play Episode Listen Later Nov 11, 2023 44:44


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    IG Private Wealth Management Don Fox- November 11, 2023-1/ Scams! - Beware! 2/ Stock market expectations 3/ Movember awareness 4/ CPP & OAS enrolement

    Play Episode Listen Later Nov 11, 2023 44:44


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    IG Private Wealth Management Don Fox-November 4, 2023-1/ Top 6 retirement concerns you can't afford to ignore 2/ Ins and outs of old age security 3/ How would you rate your advisor 4/ Crisis de jour

    Play Episode Listen Later Nov 4, 2023 45:17


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    IG Private Wealth Management Don Fox-October 28, 2023-1/ Financial planning myths 2/ Is your net worth scary? 3/ Halloween spending 4/ Dead celebrity earnings

    Play Episode Listen Later Oct 28, 2023 45:24


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    IG Private Wealth Management Don Fox-October 21, 2023-1/ Death insurance 2/ The good, bad and ugly of inflation 3/ The good, bad and ugly pt. 2 4/ 5 ways to help grandchildren

    Play Episode Listen Later Oct 21, 2023 45:40


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    IG Private Wealth Management Don Fox-October 14, 2023-Guest: Philip Petersen I.G. Chief Investment Strategist

    Play Episode Listen Later Oct 14, 2023 47:46


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    IG Private Wealth Management Don Fox-October 7, 2023-1/ Gift vs loan 2/ Wrapping up your financial plan 3/ Impact of debt on students 4/ Joy of semi-retirement

    Play Episode Listen Later Oct 7, 2023 44:52


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    IG Private Wealth Management Don Fox-September 30, 2023-1/ Housing market update 2/ Parts of Retirment you're already paying for 3/ Scared to spend in retirement 4/ Best places to retire in Canada

    Play Episode Listen Later Sep 30, 2023 45:55


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    MIG Private Wealth Management Don Fox-Setember 16, 2023-1/ Real estate vs. equity investing 2/ Retirement costs vs. current income 3/ Transparency 4/ Disability tax credits

    Play Episode Listen Later Sep 16, 2023 45:43


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    IG Private Wealth Management Don Fox-September 9, 2023-1/ RESPs 2/ Retirement roadmap 3/ Golden rules of investing 4/ What happens when spouse gets inheritance?

    Play Episode Listen Later Sep 9, 2023 46:48


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    IG Private Wealth Management Don Fox-June 24, 2023-Special guest: Ian Pendrill District Vice President Wholesale Team - I.G.

    Play Episode Listen Later Jun 24, 2023 45:45


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    IG Private Wealth Management Don Fox-June 17, 2023-1/ Lost money 2/ High interest rate environment 3/ Is 4% good? 4/ Income needed to buy a house here

    Play Episode Listen Later Jun 17, 2023 47:10


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    IG Private Wealth Management Don Fox-June 10, 2023-1/ Alternative ways to save for a home 2/ Does money buy happiness 3/ Managing market volatility 4/ Vacation check list

    Play Episode Listen Later Jun 10, 2023 47:08


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    IG Private Wealth Management Don Fox-June 3, 2023-1/ Financial planning myths 2/ Retirement factors 3/ TFSA strategies 4/ Buying a family cottage

    Play Episode Listen Later Jun 3, 2023 44:37


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    IG Private Wealth Management Don Fox-May 27, 2023-1/ Investor bad behavior 2/ Hard life, harder life 3/ Insurance behavior 4/ Saving is fun in the sun!

    Play Episode Listen Later May 27, 2023 45:05


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    IG Private Wealth Management Don Fox-May 20, 2023-1/ How bias affects investment decisions 2/ Overcoming financial fatigue 3/ Bias and investing 4/ Why you can't get maximum CPP.

    Play Episode Listen Later May 20, 2023 47:37


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    IG Private Wealth Management Don Fox-May 13, 2023-1/ 5 financial steps for new parents 2/ Canadians don't understand their finances 3/ Sell in May and go away 4/ Buy-sell agreements

    Play Episode Listen Later May 13, 2023 46:25


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    IG Private Wealth Management Don Fox-May 6, 2023 1/ Divorce and taxes 2/ Canadian Government financial tool kit 3/ Relationships and money 4/ Freedom 65?

    Play Episode Listen Later May 6, 2023 47:44


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    IG Private Wealth Management Don Fox- April 29, 2023-1-3/ Estate Planning 4/ Negativity in financial journalism

    Play Episode Listen Later Apr 29, 2023 47:56


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    IG Private Wealth Management Don Fox-April 22, 2023-The quarter in review: Philip Petursson - IG Chief Investment Strategist

    Play Episode Listen Later Apr 22, 2023 47:25


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