Stay Wealthy Podcast

What if I told you that families who hire a wealth advisor are 3.9 times wealthier than those who don't? Would this change your mind? In this podcast I discuss the value of advice, plus I also admit to two internal biases that both myself and a client could have avoided. www.jamison.ca

Once again, I am joined by Keri O'Driscoll, senior insurance consultant at Scotia Wealth Management. She believes that many people unnecessarily pre-disqualify themselves from applying for life insurance, because they've had a major health condition, such as a heart attack or stroke. THIS IS A MYTH. There are many circumstances where you can still qualify. There is hope! If this is you or someone you love...please spend the next 11 minutes finding out why you should wear your Fitbit or Apple watch, and please talk to a professional advisor about it now.

Insurance seems to be one those really intimidating conversations. Mostly because people don't understand the lingo. There is confusion even about the basic types of insurance, such as term insurance, or whole life. There are many nuances that people don't understand. So I've asked my insurance specialist Keri O'Driscoll to explain what some of the most common insurance terminology means. www.jamison.ca

There is still a gap in financial knowledge between men and women. Here's what I think are the reasons why. Yes, I'm on a mission to change this statistic. Come along for the ride. www.jamison.ca

What is financial literacy? It’s the degree to which you understand how to deal with money, make investments, and plan your financial future. Where do you start? Who can you learn from? Listen to this podcast for a few easy tips. Then, get started. And don't be afraid to admit you don't know something.