The Financial Long Game

Thinking of selling your U.S. real estate or dreaming of a future purchase? The tax implications for Canadians can be complex. Join us as James Smeaton, Tax and Estate Planner from our Financial Planning team,* breaks down everything you need to know. From smart ownership strategies to consider before you buy, to the tax consequences of selling or renting, and even estate planning considerations for your U.S. assets, learn how to confidently navigate the cross-border tax landscape and make informed decisions about your U.S. real estate ventures.Find your U.S. Entry & Exit Record here: https://i94.cbp.dhs.gov/search/history-search *Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions.

Spring is a time for new beginnings, and if that includes moving in with your partner, planning a wedding or welcoming an in-law into the family, this episode is for you. Family lawyer Andrea Swabuk-Moe shares her expertise on cohabitation agreements, explaining how they can provide clarity, protect your assets and ultimately strengthen your relationship by addressing important financial expectations upfront. Tune in to learn how to navigate these important conversations with your partner or your children who plan on tying the knot, in a way that fosters open communication and avoids unnecessary conflict down the road.

It's time to treat your health like your greatest asset! This week, we dive into why "health is wealth" is more than just a saying, especially as you look toward the future! Join Shelly and expert Heather Ramsbottom as we explore practical strategies for physical activity, nourishing nutrition, and effective stress management to help you make the most of every stage of life. We'll explore why prioritizing your well-being now is crucial, especially when you envision enjoying those retirement dreams. Tune in for simple yet powerful steps you can take right now to boost your well-being and build a healthier, happier you for all the years to come. Find more helpful tips from Heather here: https://pitraining.ca/blog/Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions. Through OBFSL, we offer a variety of coverage options from many of Canada's top insurance companies tailored to suit clients' individual needs. Our licensed professionals are here to help you assess your position and implement customized recommendations to meet your individual circumstances and needs. For more information, please contact your Odlum Brown Investment Advisor or Portfolio Manager.

Join us for a Crypto Face-Off moderated by Director, Equity Analyst, Steven Zicherman, with Odlum Brown. In this gameshow-style episode, our guests put their crypto knowledge to the test, tackling everything from blockchain basics to the risks of digital assets, tax implications and the impact of decentralization. It's a fun and fast-paced dive into the world of cryptocurrency—we cover the basics, so you are prepared for your next dinner table crypto discussion. Tune in and put your crypto knowledge to the test!

Stress-Free Estate Planning Using Insurance– perhaps an oxymoron? Dealing with an estate can be overwhelming, both emotionally and financially. So, is it possible to make the process stress free? In this episode, we discuss how insurance can be used to simplify and protect your assets.This week we are joined by Debbie Stuart, Estate and Insurance Planner with our Financial Planning team,* to cover the greatest costs for an estate, how insurance can prevent the forced sale of assets, and ways to minimize the tax burden on your estate and family. While "stress-free estate planning using insurance" might sound improbable, the right approach can make all the difference.--Follow Debbie Stuart:LinkedIn - https://www.linkedin.com/in/debbie-stuart-clu%C2%AE-chs%E2%84%A2-tep-cfp%C2%AE-cea-a521b579/?originalSubdomain=caOdlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions. Through OBFSL, we offer a variety of coverage options from many of Canada's top insurance companies tailored to suit clients' individual needs. Our licensed professionals are here to help you assess your position and implement customized recommendations to meet your individual circumstances and needs. For more information, please contact your Odlum Brown Investment Advisor or Portfolio Manager.

Go, Canada, Go! Coming off the triumph of the 4 Nations Face-Off™ win, we are inspired to share some takeaway lessons, connecting the good ol' hockey game and your finances. Just like in hockey, success with money isn't about luck; it's about having a solid strategy, making smart defensive plays, leveraging financial power play opportunities and building a core offense. Whether you're just starting out or heading into the third period of your financial long game, this episode will help you sharpen your skills and play to win. Lace up and tune in!

Writing a will is one of the most important steps in protecting your legacy, but simple mistakes can cause big problems down the line. In this episode, estate planning lawyer Katrina Yaworsky joins us to break down the most common pitfalls people make when drafting wills and how you can avoid those costly mistakes.From unclear wording to missing key details, we'll cover the biggest red flags that could lead to disputes, extra costs, or even your wishes not being honoured. Whether you're writing your first will or updating an old one, this episode will help you get it right. Tune in for expert tips and real-life examples of what not to do!

Life is full of curveballs—unexpected expenses, job losses or market downturns. In this episode of The Financial Long Game, Shelly explains the importance of a financial stress test and how to run one with your own finances. Learn how to evaluate your financial resilience, identify weak spots and build a safety net designed to weather any storm. Whether it's preparing for emergencies, managing debt or safeguarding your investments, this episode is packed with practical tips to help you stress-test your finances and secure your future. Tune in and take control of your financial well-being.

Landing on Free Parking in Monopoly® feels like hitting the jackpot—an unexpected windfall with endless possibilities. But what happens next? To kick off season three, we dive into what happens if you do get that unexpected influx of cash, and the importance of smart money management. Tune in to hear seven ways of turning luck into lasting success.

From interest rates to voter turnout, 2024 has been a year full of defining moments – and we're breaking it all down Taylor Swift style! In this special episode, we recap the year's biggest economic moments with a lyrical twist. From the U.S. Fed telling inflation “We Are Never Ever Getting Back Together” to the feeling we know “All Too Well” about the housing market here in Canada, we explore what shaped the economy and what's next. Tune in for a fearless breakdown of the year's financial trends, with just the right amount of “Style.” Stay strategic, stay informed, and as always, stay financially fearless!

Not all that glitters is green. This week we talk with Odlum Brown Equity Analyst, Stephen Boland who shares his thoughts and approach to Environmental, Social, and Governance (ESG) investing. Is ESG investing the key to aligning investor values with returns, or is it simply a passing trend? Tune in to learn the essentials about ESG investing!

Hot off the heels of a stock market on fire post-election, the big question is: Now what? How does the incoming presidency influence the markets, and where do we go from here? This week, we're joined by Murray Leith, Chief Investment Officer and Director at Odlum Brown, to explore Wall Street's response to the election and its potential ripple effects on Canada's economy.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Are you approaching retirement? In this episode Shelly discusses the ten considerations before you close the “work” chapter of your life. Everything from CPP, pension splitting, budgeting and tax strategies, we cover some of the key areas you should consider before you start this new chapter.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Have you been asked to be an executor or are selecting someone to be yours? Do you know what is involved? This week, join us as we break down the essential tasks an executor might be required to undertake. The responsibilities can quickly become overwhelming, and some things may even surprise you! Tune in, so that if you are asked, or if you are appointing yours, you can navigate the role of executor with confidence and compassion.--Follow Isabel Romeral:Website - https://farris.com/LinkedIn - https://ca.linkedin.com/in/isabelromeralFollow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Buying a home often comes with a big decision: should you get mortgage life insurance through your lender or consider a personal insurance policy instead? In this episode of The Financial Long Game, we break down the pros and cons of mortgage life insurance, when it might make sense, and why transitioning to personally held coverage could be a smarter long-term strategy. Whether you're navigating the process for the first time or expanding your real estate portfolio, we walk through what you need to know to protect your investment—and your future!--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Michael McKnight, President and CEO of United Way British Columbia, joins us to discuss how we can donate our time, money and even some of our investments in a tax-efficient way. Michael shares how these acts of generosity can lead to powerful change for those in our community facing challenging times. We explore the various programs charitable giving supports, including assistance for seniors, children and those facing uncertain circumstances.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

In this episode of The Financial Long Game, I am back with my associate, Lauren Shewfelt, as we break down the latest trending finance slang that's popping up in everyday money conversations. From the sneaky habit of “spaving” to the questionable logic behind “girl math,” we explore how these terms reveal key money behaviours we all face.Whether you're looking to tighten up your spending habits or just curious about the new generation's financial trends making waves, this episode has something for you.Tune in to learn how to recognize and combat these behaviours, and get back on track with mindful, intentional financial decisions.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

We sit down with Deanne Gage, a business journalist and reporter for Globe Advisor, to discuss her thought-provoking article, "Why the Death Binder is Becoming an Essential Part of Estate Planning." Deanne explains the importance of creating a "Death Binder"—a comprehensive, organized collection of critical documents that helps simplify the estate planning process. We break down step-by-step how to start your own, why it's an invaluable tool for your loved ones and the peace of mind it brings. Tune in to learn how a little preparation now can make a big difference later.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/Deanna's Globe and Mail article - https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-why-the-death-binder-is-becoming-an-essential-part-of-estate-planning/

Whether finance or fitness, learn how to shift when you start to drift. Dr. Dana Sinclair, performance psychologist and author shares her insights on getting “dialed in” so you can achieve your best. Practical skills, actionable strategies and real-life anecdotes are packed in today's episode.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Season Two is officially here, and I couldn't be more excited to be back. I am thrilled to welcome our guest, Jon Lee, Toronto Raptors Strength and Conditioning Coach, to discuss career paths – finding what you love and figuring out how to get paid for it!--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

That's a wrap! Season 1 of the Financial Long Game has come to a close. We heard valuable insight from industry experts on a wide range of topics from budgeting, travel, AI, and cybersecurity to mortgages, tax preparation, estate planning, insurance and so much more! Thank you to all our valuable listeners for staying the course with us. I am so excited for what next season has in store! See you on the back nine of 2024, this fall.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

An intro to the essential needs for insurance across life stages, to protect what matters most. I am joined by Debbie Stuart, Estate and Insurance Planner with Odlum Brown Financial Services Limited, to explore who needs coverage and when it is crucial, from health to home, to help you make better informed decisions.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

What does being an executor entail? Nicole Garton, President of Heritage Trust, and I talk about the responsibilities of an executor and when you may want to consider enlisting professional help.--Follow Nicole Garton:Website - https://heritagetrustcompany.ca/LinkedIn - https://www.linkedin.com/in/nicolelgarton/Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Mapping out your financial future can be a daunting task. We are outlining the steps taken to create your financial roadmap, the key role you play, and why we recalibrate the route on a regular basis.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

This week, I am joined by Richard Myers, Tax and Estate Planner at Odlum Brown Financial Services Limited, to discuss the proposed changes to the Income Tax Act and the capital gains inclusion rate. We dive into the details: how will this change affect individuals, corporations and trusts?--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Mum's the word was the norm when it came to the discussion of personal finances growing up. This week I share five financial habits I wish we had talked more about when I was younger.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Ensure your legacy lasts beyond your long game. Estate Lawyer Isabel Romeral guides us through all you need to know about having a proper will and estate plan in place.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Parenthood is a challenging journey, and this week we are discussing the financial aspects. Join us for essential tips on managing finances as new parents, including budgeting for baby expenses and saving for your child's education.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Rev up your knowledge with our latest podcast, which discusses some in and outs of purchasing a vehicle. From budgeting tips to navigating the dealership, tune in to make your purchase a smooth ride.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Tune in to our podcast where Shelly sits down with seasoned accountant Kapil Nanalal who provides tips and strategies to streamline your tax preparation. Get ready to conquer tax season with ease and ensure you maximize your returns and minimize stress this tax season.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

You often hear about expertise and tailored guidance – is it worth the fee for investment advice? Let's delve a little deeper into the topic of fees and explore some of the different options available to investors.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Have you heard of the Magnificent 7? This week, Odlum Brown's Executive Vice President and Director, Investment Research, Murray Leith joins me to talk about all things Magnificent 7. Tune in to hear Murray's outlook on these stocks and what makes them just so magnificent. --Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Finding the right mortgage can be similar to finding the perfect partner – take your time, do your research and seek expert advice. Mortgage Specialist Laura Stein shares her valuable insights on securing the ideal mortgage tailored to your needs.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=ca

The legacy you leave has the power to impact future generations. Elissa Ming Morrissette, Vice President, Development at BC Cancer Foundation, and I discuss how you can impact future generations through will and estate planning.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=ca

Jet set your wealth: Your passport to savvy spending while exploring the world. This week, we talk all things travel with adventure expert Robin Esrock, author of The Great Canadian Bucket List.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=ca

The FHSA, TFSA and RRSP are powerful savings tools. Tune in to learn more about how to maximize your tax-free savings potential.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Join Shelly and guest Steven Zicherman, well-regarded Odlum Brown Equity Analyst, as they discuss artificial intelligence. Learn about the origins, uses and future prospects of AI.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

When it comes to investing, learn to follow your head and not your heart. Tune in to learn 5 common mistakes investors make by letting their emotions get the best of them.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown

Guest Cst. Courtney reveals the new reality of cyber fraud in a tech-driven world. Learn how to spot some of the red flags, how to protect yourself and what steps to take if you accidentally make the wrong click.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Let's kickstart your Financial Fitness journey! Tune in for 5 actionable ideas to get your new year started off right. This episode will help shape your wealth goals, and build a stronger financial future.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Budgets and goal setting for finances can be boring, yet necessary. Whether new to investing, or a seasoned pro, join Shelly Appleton-Benko as she talks about goal setting and establishing your financial “buckets” to streamline the process and get started on checking off those short term and long term goals.--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

Get ready to level up your financial literacy! The first episode of The Financial Long Game is live now!