Davies Financial

Clear Money Mindset Podcast

Podcast

2023 Tax Update Featuring Josie Hope

Get ready to dive into the latest and greatest tax updates. Josie Hope, CPA with LJ Business Solutions is talking 2023 taxes with Ben. Some changes that you should know about before you file (which now must be done digitally or else you can incur a hefty fee.) Some of the things we touch on […]

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Podcast

Life, Health, Wealth – Balance Part 2

Continuing the theme of balancing your money so you can live the life you want to live. Part 2 of this inspiring podcast is now streaming. Join Ben and Andrew Hallam, the esteemed author behind the acclaimed personal finance book “Balance” as they continue their conversation about how to spend for happiness, how to invest effectively, […]

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Podcast

Life, Health, Wealth – Balance

How do you define success? Is it lots of money, flashy cars, a dream job, exploring the world or spending time with family and friends? “Think of success as a four-legged table, with each leg representing a quadrant. Each quadrant depends on the other.  If they don’t all play their part equally, the table collapses. If one […]

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Podcast

Stockin’ Around The Christmas Tree

Tune in to the most financially festive podcast of the season with your favourite financial five. The Team at Davies Financial is at it again for our annual Christmas podcast. Get ready for a sleigh ride of laughs, dad jokes, and all things merry and monetary. This year Ben is joined by the staff of […]

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

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