Podcast
5 Common Money Mistakes Most People Make
When it comes to finances, the bad decision is often the easiest to make. It is important we become mindful of those decisions and take steps to correct them. In a world where spending can happen in seconds and technology powers our lives, it’s easy to lose track of where our spending happens. In this […]
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Fast Facts on the First Time Home Savings Account
What do you get when you cross a TFSA with an RRSP and use it to save for your first home? The First Home Savings Account – A unique new investment account that we are excited to share with you. This is the multitool of savings vessels and offers the non-taxable withdraw of a TFSA […]
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Taking Baby Steps – Phil Medler – Ramsey Solutions Inc.
In the financial world there are so many ways to approach a singular issue – how to make the most money with the resources you have, so you can live the life you want to. Most plans would have a similar focus and that is to make sure that you are paying down debt, budgeting […]
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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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