Clear Money Mindset Podcast
Podcast
Savings Snippets – Coming To Terms With Life Insurance
Life Insurance. You have heard of it and you may have some, or at least know that you should have it. Life insurance is something you, yourself, will not use but could mean everything to your family. In a world of ever-increasing costs and expectations, peace of mind in knowing that your loved ones will […]
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2022-2023 Tax Update with Josie Hope, CPA
It may seem early but now is the time to start thinking about your taxes for 2022-2023 tax season. This podcast is a wonderful way to make use of a cold & dreary January day. We have the knowledgeable Josie Hope, CPA – LJ Business Solutions, once again joining this podcast where she and Ben […]
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A Very Davies Christmas Special Version 2.0
Oh-ho-ho my, it’s that time of the year again. The Davies Financial Team is at it again, bringing on the holiday season with our Christmas Special Podcast Version 2.0. Ben, Andrea and Victoria get in the holiday spirit with some holiday trivia, fun festive facts, nostalgia, laughs and we’ve even thrown in some facts […]
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Planning for the Future Challenges for those with Disabilities
When planning for the future there are so many things to consider, planning for a person with a disability creates a unique set of challenges, we want to make sure that our loved ones are provided for and that their needs continue to be met. Today on the Podcast we welcome back Sebastian Schmoranz from […]
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Mortgages & Markets – Update with Rasha Ingratta
What is happening in the housing market? – Interest, Inflation, and Investment, oh my! With an eventful 2022 slowly winding down but interest rates on the rise we knew it was time to have a professional come on the podcast and talk about the current state of the housing market. Rasha Ingratta, a mortgage expert […]
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Think Outside the Budget – Jason Leong Co-Founder & CEO of PocketSmith
A podcast and a giveaway, what a beaut! When we think of a budget, we don’t always jump up and down with excitement. It can seem daunting and make us feel restricted. What good is a budget if it is too rigid to stick with? Enter PocketSmith, a New Zealand based budgeting app company, this […]
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Saving Snippets – Get Smart about RESP
Wanted to learn about RESP’s but have not had time to do the research? On this episode of “The Clear Money Mindset” we will walk you through the basics of the Registered Education Savings Plan. Who can open an RESP? What does the government contribute? What kind of school can I use the funds for? […]
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Lending Dollars & Savings Percent’s – Rob Zanet Axiom Mortgage Solutions Pt. 2
Lending Dollars & Saving Percents – Part 2 Rob Zanet of Axiom Mortgages continues his conversation with Ben as he provides more professional insight into the mortgage world. In the second part of this 2 part podcast Rob discusses his experiences with re-financing (this may be a big trend over the next few years), private […]
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