Davies Financial

Clear Money Mindset Podcast

Podcast

Thinking Critically – Jeff Minaker

Episode Focus: Critical Illness Insurance—This episode provides critical information with expert insights from Jeff Minaker, Account Executive from Empire Life. A great chat on personal finance, as Jeff explains the strategic importance of this coverage. – 🚀 Elevate your financial knowledge and make informed decisions for you and your family. – 📈 Learn why Critical […]

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Podcast

Part 2 of 1 in 4 People – What You Need To Know About Disability Insurance with Jamie Kendrick of RBC Disability Insurance

In part 2 of this podcast on disability insurance we delve deeper into the different components and reasons for disability insurance. Jamie Kenrick of RBC insurance and Ben continue their discussion and shed some light on this important product. 

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Podcast

1-in-4 People – What you need to know about disability insurance

On this episode of The Clear Money Mindset we are going to shed some light on the importance of Disability Insurance. Did you know that statistically, 1 in 4 people will experience a disability in their working years?  This episode is dedicated to exploring Disability Insurance, Jamie Kenrick of RBC insurance joins Ben and offers […]

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Podcast

Death & Taxes – Will vs Estate

“Nothing is Certain but Death & Taxes”- Benjamin Franklin A Will is a great start to an Estate Plan and sometimes a properly done Will is enough, but sometimes a Will is not the best option when it comes to our final planning needs, and it can fall short – leading to a costly and […]

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Podcast

4 Uses For Life Insurance

Life insurance as part of your overall investment strategy. Many people think of life insurance as a product that protects your loved ones in case of your death. We don’t always think of using it as an overall investment strategy, but there are some interesting ways you can use life insurance to build and transfer […]

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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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Podcast

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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Podcast

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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5950 Tecumseh Road East, Windsor, ON, N8T 1E3Telephone. (226) 221 9422Fax. (519) 915 1193

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