Through expert interviews and conversation, we aim to help families flourish in their long-term financial decision-making. To that end, we discuss the wide array of issues that influence successful financial planning, from building a family’s knowledge about investing, tax management and estate planning to living a healthy and active life with ageing. For more Mercer Private Wealth insights, please visit <a href="https://www.mercer.ca/en/what-we-do/private-wealth-management/insight.html" rel="ugc noopener noreferrer" target="_blank">https://www.mercer.ca/private-wealth.</a>
Optimistic thinking
Claim This Podcastby Mercer Private Wealth
3 episodes
Updated Daily
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Podcast Overview
Through expert interviews and conversation, we aim to help families flourish in their long-term financial decision-making. To that end, we discuss the wide array of issues that influence successful financial planning, from building a family’s knowledge about investing, tax management and estate planning to living a healthy and active life with ageing. For more Mercer Private Wealth insights, please visit <a href="https://www.mercer.ca/en/what-we-do/private-wealth-management/insight.html" rel="ugc noopener noreferrer" target="_blank">https://www.mercer.ca/private-wealth.</a>
Language
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Publishing Since
6/10/2022
1 verified contact email on file for Optimistic thinking
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Recent Episodes
September 22, 2022
Buying and Selling A Professional Practice
<p>Join us while we welcome Timothy Brown, CEO & broker of record at ROI Corporation to discuss the issues associated with buying and selling a professional practice.</p> <p>For more Mercer Private Wealth insights, please visit <a href="https://www.mercer.ca/en/what-we-do/private-wealth-management/insight.html">www.mercerprivatewealth.ca</a> .</p>
July 7, 2022
Becoming a Caregiver with Sandy Sereda
<p>Join us while we welcome <strong>Sandy Sereda, </strong>the Executive Director from Caregivers Alberta to discuss how can we help our loved ones while maintaining our own physical, mental and financial health.</p> <p>Sandy’s experience and success makes her well qualified to answer such questions as:</p> <ul> <li>What are the financial and health impacts of being a caregiver?</li> <li>How can we best prepare to help our ageing relatives or friends?</li> <li>How can we plan ahead for our own care options, such as long-term care or ageing at home?</li> <li>What resources are available to help us navigate the health care system?</li> </ul> <p>For more Mercer Private Wealth insights, please visit <a href="https://www.mercer.ca/en/what-we-do/private-wealth-management/insight.html">www.mercerprivatewealth.ca</a> .</p>
June 10, 2022
Retirement Research with Wade Pfau
<p>Join us as we welcome Wade Pfau the program director of the Retirement Income Certified Professional® to discuss his work as a retirement researcher and how evolving retirement research can impact investors.</p> <p><strong>Topics include:</strong></p> <p>• The evolution of retirement planning and research</p> <p>• Traditional financial plans that model out a 30 or 40 year retirement</p> <p>• Comparing the risk of underspending in retirement to longevity risk</p> <p>• Help for retirees approaching end-of-life or long-term care costs</p> <p>For more Mercer Private Wealth insights, please visit <a href="https://www.mercer.ca/en/what-we-do/private-wealth-management/insight.html" target="_blank">www.mercerprivatewealth.com</a>.</p>
3 total episodes available
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