Women's Wealth Canada

What happens when you suddenly find yourself in full control of your finances after a major life change? In this episode, Glory Gray explores how women can take ownership of their wealth after transitions like divorce, the loss of a spouse, or retirement. Learn how to shift from uncertainty to clarity, apply the skills you already have to your financial life, and start making confident, intentional decisions that align with the life you want to build. Guest: Antonia Medeiros at www.antoniamedeiros.com Musical artists in this episode: Purple Planet Music; Jawberry; Midnight Riot; The Honeytones; Palm City Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Breaking down the common fear of retirement: it’s not about hitting a magic number, but understanding what your real life costs. If you’ve ever felt overwhelmed by the seemingly endless questions — How much do I need? Will I have enough? — this episode offers a fresh perspective. Retirement isn’t funded by headlines or arbitrary targets. It’s funded by your actual life — your spending, your priorities, your choices. Glory Gray revisits the essential mindset shift that transforms retirement planning from stressful guesswork into a clear, empowering process. She reveals why focusing solely on a dollar amount misses the point, and how a small change in language — replacing “budget” with a mindset of control — can change everything. With specific tools like the 4% rule, she shows how to develop a realistic, flexible plan that adapts as your life evolves. Accuracy and clarity matter more than perfection, especially when retirement is just around the corner. You’ll discover: Why retirement questions should start with understanding your actual life costs, not headlines or “magic numbers” How to shift from restrictive budgets to control-focused planning that illuminates your true priorities The importance of flexibility: why your spending will change year to year and how to plan for it The 4% rule — a simple yet powerful guideline for sustainable withdrawals, tailored to real life Practical resources for women ready to take charge of their financial future, without stress or guesswork This is essential listening if you want to make smarter, more confident decisions about your retirement — no more guessing, no more comparison. Get clarity now, so you can live your retirement on your terms. If you're serious about turning financial stress into empowerment, this episode is a must. Glory Gray is a Canadian wealth manager focused on helping Canadian women craft a retirement plan aligned with their real lives, not headlines. With her straightforward approach, she proves that feeling in control is the best investment you can make. Perfect for women approaching retirement, those feeling overwhelmed by the numbers, or anyone ready to redefine what financial security truly means. Take control of your future today — your real life is worth it. Women’s Wealth Canada Season One, Episode Two Music by: Purple Planet Music; The Honeytones; Gem Brulé; Skateshop; Virgil Arles Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

What if retirement isn’t a finish line — but a choice? This episode begins a multi-part series designed for women who are thinking about — or already living in — their next chapter. I’m inviting you into a more thoughtful conversation about retirement that moves away from rigid rules and toward intention, flexibility, and personal freedom. In this episode, I revisit some meaningful ideas from earlier seasons — the ones listeners have told me changed how they think about life after full-time employment. We’ll talk about: Why retirement today is less about stopping and more about choosing The many ways women live their next chapter — and why none are permanent The importance of flexible planning that can shift as life does If you feel a shift happening — not an ending, but a next chapter — you’re in the right place. Resources in this episode: Season One, Episode One Season One, Episode Six Music by: Purple Planet Music; Mykola Sosin; Marcelo Moura; Luca Di Alessandro; Fenice artist; Dmitrii Kolesnikov Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Season 6 of the Women’s Wealth Canada Podcast is here and it’s more honest, practical, and empowering than ever before. Hosted by Glory Gray, financial planner, wealth advisor, and trusted voice for Canadian women , this season dives deeper into the real-life money conversations that don’t always get talked about. This season, we explore: How life transitions such as retirement, career shifts, divorce, loss, or reinvention can impact our financial decisions The emotional and psychological side of money, not just the numbers What it truly means to feel confident, capable, and in control of your financial life How to plan wisely for the future while still enjoying today You’ll hear from expert guests including estate professionals, retirement coaches, and thought leaders who understand that wealth isn’t just about accumulating money, it’s about clarity, purpose, and choice. If you’re navigating change, questioning what’s next, or simply want to make smarter, more confident financial decisions, Season 6 is for you! 🎧 New episodes coming soon . Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

What happens to your pension after you leave your job? In this episode, Glory Gray explains how locked-in pensions work in Canada and how to turn a LIRA into reliable retirement income. Learn the difference between LIFs and annuities, when you can unlock your pension, and how smart planning can help your money last longer. Resources mentioned in this episode: Season 5, Episode 9: Making the Most of Your Company Pension in Canada https://www.glorygray.com/blog/maximize-your-workplace-pension-1 Season 4, Episode 7: 10 Must-Know Answers to Your RRSP Questions https://www.glorygray.com/blog/10-must-know-answers-to-your-rrsp-questions Original Music by Purple Planet Music; Dmitrii Spis; Ezzy; Gem Brulé, DELUXXE; The Honeytones and jumpseat Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

If you’re contributing to a workplace pension or planning for retirement, this episode is a must-listen. Glory Gray explains the differences between Defined Benefit and Defined Contribution plans, what happens to your pension when you leave a job, and how a LIRA (Locked-In Retirement Account) fits into your retirement plan. Learn how to protect and maximize your pension benefits during your working years—and get ready for Part 2, where we’ll cover turning your LIRA into income. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Building Your Financial Dream Team: Must-Have Advisors for Women In this episode, host Glory Gray talks about the financial dream team every woman deserves. If you've ever felt like you're managing your finances solo — from taxes to retirement planning to estate documents — this episode is your reminder that you don’t have to do it all alone. We’ll cover: Why trying to “DIY” your financial life might be holding you back The 5 key professionals who can help you protect and grow your wealth When and how to bring each advisor into your life Red flags to watch out for when choosing your team A simple action step to get started today Whether you're navigating divorce, preparing for retirement, or just ready to feel more confident with money — this one's for you. GRAB YOUR FREE FINANCIAL DREAM CHECKLIST https://www.glorygray.com/your-financial-dream-team-checklist Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Are you navigating life solo and wondering how to build lasting financial security — without a second income or a partner? This episode is for you. Join Glory Gray , Financial Planner and Wealth Manager, as she dives into the unique realities of wealth planning for single women over 45 — whether you’re single by choice or by chance. You’ll learn: The top 5 financial challenges single women face — and how to overcome them How to turn your independence into your greatest financial strength Practical strategies to build a strong foundation, invest wisely, plan for retirement, and protect your future Why estate planning and building your financial dream team is essential when you’re planning solo Glory also shares inspiring real-life examples of how Canadian women are redefining success, housing, retirement, and joy on their terms. 💡 Plus: Grab Glory’s free guide, “12 Smart Questions to Ask When Interviewing a Wealth Advisor” at GloryGray.com — a must-have if you're looking to partner with a pro who truly 'gets you.' Whether you’re managing your money alone or simply want a plan that puts you first, this empowering episode will leave you feeling informed, confident, and in control. 🔔 Subscribe, share with a fellow independent woman, and don’t miss next month’s episode: “Building Your Personal Financial Dream Team.” Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Hosted by Glory Gray of Glory Gray Wealth Solutions Being named as an executor can feel overwhelming — but it doesn’t have to be. In this episode, Glory speaks with Shelley Essery , Estate Specialist, about what every Canadian needs to know before and after a loved one passes away. Together they share insights that can save you time, stress, and unnecessary conflict when settling an estate. You’ll learn: The first steps to take when you become an executor Common mistakes that delay the process — and how to avoid them How to stay organized and keep family communication clear Thanks for listening, and we look forward to sharing more empowering stories with you. Don't forget to subscribe and leave a review! Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast , host Glory Gray dives into the world of real estate with guest Puja Aggarwal , an expert in wealth building through property investment. Together, they explore how Canadian women can confidently navigate the ever-changing housing market, even in uncertain economic times. Puja shares practical strategies for getting started in real estate, building equity, and making smart investment decisions that align with your financial goals. Whether you're a first-time homebuyer or looking to grow your property portfolio, this episode offers empowering insights to help you take ownership of your financial future through real estate. Resources: www.KAPSrealtygroup.com Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast , host Glory Gray breaks down the key financial strategies for building wealth at every stage of life. Glory explores the importance of establishing an emergency fund, avoiding high-interest debt, and developing smart savings habits. She shares actionable tips for setting financial goals in your 30s, balancing retirement and education savings in your 40s, and preparing for a secure retirement in your 50s and beyond. Packed with practical insights, this episode will help you take control of your financial future with confidence. Tune in for expert advice and real-life strategies to build lasting wealth, no matter where you are on your financial journey. Resources in this podcast: 📝 Five Ways to Recharge your Financial Goals 📝 Retirement Investment Accounts Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast , host Glory Gray explores how patience and diversification can strengthen your financial future. Glory explains how money is always in motion, debunks myths about diversification, and shares how institutional investors strategically buy during downturns. She also tackles the common question: should you pay down your mortgage or invest? Packed with practical insights, this episode will help you make confident financial decisions and stay in control of your money. Tune in for expert advice and real-life examples to build lasting wealth. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast, host Glory Gray breaks down 5 Steps to Protect Your Retirement Savings from Inflation , helping you safeguard your financial future in uncertain times. Drawing from her extensive expertise, Glory simplifies the complexities of inflation and its impact on your savings. She shares practical strategies to adjust your spending, optimize your investments, and maintain financial stability—even in a high-inflation environment. From understanding how inflation affects daily expenses to navigating market changes with confidence, this episode is packed with actionable tips to help you thrive in your retirement journey. Whether you’re nearing retirement or already enjoying it, tune in for expert insights and real-life examples that will empower you to protect your wealth and plan for tomorrow with clarity. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast, host Glory Gray reveals How to Invest With Confidence: Five Secrets to help you take charge of your financial future. Drawing from decades of experience and lessons learned, Glory demystifies the world of investing and provides actionable advice to build your confidence, no matter where you are on your financial journey. From understanding the importance of an emergency fund to learning how to invest automatically, Glory uncovers the keys to financial empowerment. She also shares tips on fostering open conversations about money, developing resilience through market downturns, and seeking guidance from trusted professionals. Whether you’re new to investing or looking to refine your approach, this episode is packed with valuable insights to help you navigate the path to financial security with confidence. Podcast References: https://www.seaandsummitbooks.com/browse/filter/t/persephone/k/publisher Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast , host Glory Gray shares her personal journey of planning early retirement for her husband, Squatch, using the same strategies she applies with her clients. From assessing household expenses to leveraging RRSPs and mindful saving, Glory breaks down the practical steps that made early retirement a reality. Then, she dives into the 10 Must-Know Answers to Your RRSP Questions , offering valuable insights on: What an RRSP is and how it works. How RRSPs help reduce taxes and build long-term wealth. Contribution limits, deadlines, and withdrawal rules. Special programs like the Home Buyers’ Plan and Lifelong Learning Plan. The differences between RRSPs and TFSAs. Whether you’re just starting your retirement savings journey or looking for ways to optimize your RRSP strategy, this episode is packed with actionable tips to help you take control of your financial future. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this episode of the Women’s Wealth Canada Podcast , host Glory Gray welcomes certified retirement coach Anna Harvey for an insightful discussion on the often-overlooked emotional and social aspects of retirement. While financial planning is critical, many women are unprepared for the mental and emotional transitions that come with leaving their careers. Anna shares the top five hidden benefits that careers provide—structure, status, socialization, purpose, and financial confidence—and how retirees must find ways to replace these elements in their new chapter of life. She also highlights the importance of being mentally and emotionally ready for this next stage and offers practical advice for transitioning smoothly. Whether you’re considering retirement, actively planning for it, or already retired, this episode is packed with valuable insights to help you retire with confidence, clarity, and purpose. Learn more about this episode's guest, Anna Harvey at https://www.boostpotential.ca Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Welcome to the Women's Wealth Canada Podcast, hosted by Glory Gray. In this insightful episode, we delve into the inspiring story of Pam, a determined woman who turned her late start in retirement saving into a success story. If you’re feeling behind in your retirement planning, this episode is for you. Episode Highlights: Meet Pam, a former sales and marketing professional who faced financial uncertainties after a divorce. Discover the strategic steps Pam took to regain control over her finances with the help of Glory Gray. Learn about the importance of automated budgeting and how it can simplify your financial life. Understand the benefits of delaying CPP payments and how it can significantly increase your retirement income. Explore how Pam created a mindful spending plan that aligned with her goals and values. Hear how Pam transitioned from renting to owning her own home, adding security and peace of mind to her financial future. Find out how Pam's financial planning allowed her to retire early and embark on a new life adventure with a loving partner. Resources Mentioned: Monarch Money: https://www.monarchmoney.com/ If you enjoyed this episode, please subscribe to our podcast, leave us a positive review, and share it with others who might benefit. Let's empower more women to achieve financial independence and live their best lives. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

In this insightful episode of the Women's Wealth Canada Podcast, host Glory Gray sits down with Sandy Pollack, an esteemed estate planner and family business advisor, to discuss the vital importance of leaving a legacy that benefits future generations rather than creating a burden. Sandy, author of " Don't Leave a Mess: How to Disaster Proof Your Family Legacy ," shares her expertise on navigating the complexities of managing family wealth and preparing for one of the largest generational wealth transfers in history. Listeners will gain valuable insights into the distinctions between building and managing wealth, and the necessity of fostering clear family conversations to intentionally create generational wealth. Sandy delves into her experiences with multi-generational family-owned businesses, highlighting the significance of understanding family dynamics and the often-overlooked role of women as the "chief emotional officers" in these enterprises. Throughout the episode, Glory and Sandy explore various topics including the importance of involving spouses in financial planning, the intricacies of succession planning, and the challenges of preparing the next generation to handle family wealth responsibly. Sandy's practical advice and thoughtful anecdotes provide a comprehensive guide for business owners seeking to ensure their legacy is a source of strength and unity for their families. Join Glory and Sandy for an engaging conversation that emphasizes the critical steps needed to leave a legacy that is well-organized, intentional, and reflective of your family's values. Guest Bio Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, that entrepreneurs and self-employed professionals face. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Hosted by Glory Gray of Glory Gray Wealth Solutions We’ve all heard about the gender pay gap, but what about the gender wealth gap? This episode explores how gender equality (or inequality) directly affects your financial future as a Canadian woman. Glory is joined by Antonia Medeiros, an expert in women’s empowerment and leadership, to unpack the numbers behind the issue and share practical steps you can take to strengthen your own financial confidence and independence. You’ll discover: How equality in the workplace connects to your long-term wealth The key factors holding women back financially — and how to overcome them Simple ways to take control of your earning power and investments today Links and Resources: Antonia Medeiros' Book: Check out her French family saga, Les Crèvecœur , available on Amazon. Kenya Trip with Lalmba Canada: Learn more about Antonia's upcoming journey and support the cause by visiting Lalmba Canada . Women's Wealth Canada Podcast: Don't forget to subscribe for more insightful conversations about women's financial independence, leadership, and empowerment. Thanks for listening, and we look forward to sharing more empowering stories with you. Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray

Too many Canadians don’t have a financial plan. That’s what a recent FP Canada report found. Only 25 per cent of Canadians are working with a financial advisor and 30 per cent of those surveyed say they don't have a financial plan at all. Interestingly, younger people are more likely to say they don't have a financial plan but wish they did. What caught my eye about this survey is that Canadians don’t even agree on what a financial plan is. Some think it is an investment plan, that is, a plan for what types of investments you’ll put money into. Other people think a financial plan is a written plan that shows where you are today when it comes to your financial circumstances, where you plan to be tomorrow and how you’ll get there. That definition is closer to the truth. A financial plan looks at the big picture. It helps you set short-term and long-term financial goals and identify steps to achieving them. In this episode, we look at: Financial Planning What Your Plan Should Include How a Plan Can Help You Why You Might Not Already Have a Plan And most importantly ... how to get one! Hosted by Glory Gray, BSc Finance, MFA DOWNLOAD OUR FREE GUIDE 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor https://www.glorygray.com/12-smart-questions-to-ask-your-wealth-advisor Webinar: 📽 The Real Questions to Ask Before You Retire https://www.glorygray.com/the-real-questions-to-ask-before-you-retire Webinar: 📽 Building a Rich Retirement: The Social Network Equation https://www.glorygray.com/rich-retirement-webinar CONTACT us for a 👉 Free Wealth Consultation https://www.glorygray.com/contact/#contact-form GET STARTED! Fill out our 🍏 Client Application Form https://www.glorygray.com/application-form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions Instagram: Glory Gray