Planning your Financial Future

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Planning your Financial Future

Investors Group Financial Services Inc.

22 episodes

5 months ago

Send us a text On this new episode of Planning Your Financial Future, we honour Don's remarkable 40 years with IG Private Wealth Management. Don takes us through the evolution of financial planning—from the days of typewriters to today's sophisticated software. He shares why, despite all the changes, the profound joy of fostering deep trust and long-term relationships, and guiding clients toward financial independence, has been the unchanging heart of his work. This is a general source of i...

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All content for Planning your Financial Future is the property of Investors Group Financial Services Inc. and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Send us a text On this new episode of Planning Your Financial Future, we honour Don's remarkable 40 years with IG Private Wealth Management. Don takes us through the evolution of financial planning—from the days of typewriters to today's sophisticated software. He shares why, despite all the changes, the profound joy of fostering deep trust and long-term relationships, and guiding clients toward financial independence, has been the unchanging heart of his work. This is a general source of i...

Show more...

Episodes (20/22)

Planning your Financial Future

Fox's Fortune Fables: 40 Years of Finances & Friendships!

Send us a text On this new episode of Planning Your Financial Future, we honour Don's remarkable 40 years with IG Private Wealth Management. Don takes us through the evolution of financial planning—from the days of typewriters to today's sophisticated software. He shares why, despite all the changes, the profound joy of fostering deep trust and long-term relationships, and guiding clients toward financial independence, has been the unchanging heart of his work. This is a general source of i...

5 months ago

19 minutes

Planning your Financial Future

Wealth, Health, & Parenthood: Investing in a Lifetime of Well-being

Send us a text Get ready to unlock the secrets to a longer, healthier, and more financially secure life with the Planning Your Financial Future podcast! In this special episode, we're not only diving deep into the fascinating connection between your wealth and longevity, but we're also celebrating Father's Day weekend with essential financial wisdom for new dads. Join us as we explore how your financial decisions today can significantly impact your health span and life expectancy, drawing eye...

5 months ago

18 minutes

Planning your Financial Future

Tariff Tango, "Taco" Trades & Housing Hurdles

Send us a text Don dove headfirst into the wild world of Trump's tariff tactics, where announcements send markets spiralling, only to see them bounce back as quickly. They debated the legality and ethics of this "Taco" strategy (you'll have to listen to understand!), the surprising surge in tariff collection, and the blunt truth about who pays those tariffs (hint: it's probably you!). Then, the podcast shifted gears to the Canadian housing market, examining historical price drops, the curious...

5 months ago

22 minutes

Planning your Financial Future

Carney, Cars and Financial Literacy

Send us a text Join Don and Mitch as they discuss the current events shaping Canadian politics, with a sharp focus on Mark Carney's unique approach to business in Canada. Could his financial acumen truly reshape the nation's economic landscape? Then, they shift gears to your finances, equipping you with the vital skill of distinguishing financial needs from wants – a genuine game-changer for your budget. And when it comes to that next big purchase, like a car, Don and Mitch offer a comprehens...

6 months ago

23 minutes

Planning your Financial Future

Money, Markets & Marriage

Send us a text In this insightful episode, Don breaks down the art of smart investing—highlighting the power of compounding and the critical role of risk management in today’s unpredictable markets. Then, Mitchell shifts gears with a deep dive into Canada’s rising divorce rates, revealing surprising statistics and unpacking how financial planners can be a lifeline during divorce proceedings. Whether you're building wealth or navigating personal transitions, this episode offers practical wisdo...

6 months ago

23 minutes

Planning your Financial Future

Financial Planning in Uncertain Times

Send us a text This week, Mitch took to the mic solo, diving into a really important topic: smart financial planning, especially when things feel a little uncertain. He highlighted how easy it is for emotions to drive our financial decisions and why a thoughtful approach is so critical. Mitch also addressed some key listener questions, covering everything from how outside assets fit into the picture and understanding government matching contributions to strategies for maximizing tax benefits...

6 months ago

14 minutes

Planning your Financial Future

Buffett Wisdom & Wedding Budgets: Love, Legacy, and Smart Money Moves

Send us a text This week, Don and Mitch explore two timely and thought-provoking topics that could shape your financial outlook. First, they unpack the retirement of Warren Buffett—what it means for Berkshire Hathaway, the investing world, and the legacy he leaves behind. What lessons can everyday investors take from his decades of wisdom? Then, they shift gears to something a little more personal: smart budgeting for a wedding. Whether you're planning your own or helping someone close to you...

6 months ago

19 minutes

Planning your Financial Future

Election’s Over—Now What? How Ottawa’s Shake-Up Hits Your Wallet

Send us a text Dive into the latest episode with Don & Mitch as they unravel the impact of the new Liberal minority government's policies on your wallet! From minimum RIF withdrawals to disability tax credit eligibility. The housing policies might reshape the market the potential job skills and training support for workers in healthcare, manufacturing, construction, and technology sectors. Tune in for insightful discussions that could help you navigate these changes and make informed deci...

6 months ago

19 minutes

Planning your Financial Future

Politics, Breakups & Market Shakeups — May’s Money Moves!

Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week’s topics: Canadian Election & Political LandscapeTax Deadline & Stock Market VolatilityNavigating Tax Changes Post-Divorce Debunking the 'Sell in May' MythThis is a general source of information ...

7 months ago

20 minutes

Planning your Financial Future

Seniors, Savings & Life Insurance—Let’s Talk Money at Every Age!

Send us a text Planning Your Financial Future is your go-to podcast for expert financial advice with Don and Mitch Fox from Fox Group Private Wealth Management. Don and Mitch cover everything from budgeting tips to investment strategies to help you make the most of your money. If you’re looking to take control of your financial future, you’re in the right place. This week, Don and Mitch discuss: The importance of monitoring interest rates and inflation trends for future financial planning.Pen...

7 months ago

21 minutes

Planning your Financial Future

Hype, Headlines & Holding Steady: Your Guide to Long-Term Wins

Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week’s topics: · Navigating Media Sensationalism and Investing · Market Volatility and Long-Term Planning · Market In...

7 months ago

20 minutes

Planning your Financial Future

From Paychecks to Pensions: Mastering Money Moves for the Future

Send us a text Whether you’re looking to invest, save, or plan for your future, Don & Mitch Fox years of expertise will help you explore the best financial strategies tailored for your journey to financial freedom! This week’s topics: · Evolving Spending Habits Across Lifetimes · Retirement Spending Patterns and Healthcare Costs · FHSA vs RRSP Home Buyers' Plan This is a general source of information only....

7 months ago

22 minutes

Planning your Financial Future

Retire Early, Clean Up Later: Your Spring Money Makeover

Send us a text From budgeting tips to investment strategies, Don & Mitch cover it all to help you make the most of your money. If you want to take control of your financial future, you're in the right place. This week's topics: Challenges of early retirementFinancial spring cleaning tasksThis is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox ...

8 months ago

15 minutes

Planning your Financial Future

Credits, Deductions & TFSAs—Oh My! Tax Hacks You Need Now

Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week’s topics: Deductions vs Credits in personal TaxesTax Credits for Maximum SavingsFinancial Planning & Tax Optimization TFSAs: Benefits, Pitfalls, & ContributionThis is a general source of in...

8 months ago

21 minutes

Planning your Financial Future

Pandemic Pivots & Money Moves: What COVID Taught Us About Cash

Send us a text From managing debt to growing your investments, Don & Mitch Fox cover many topics to help you achieve your financial goals. This week’s topics: - 5th anniversary of the COVID-19 Pandemic, reflecting on the impact on people and the economy. - Current market uncertainty and personal decisions on finances - How to maintain stability amidst economic challenges - Interests rates This is a general source of information only. It is not intended to provide personalized tax, legal o...

8 months ago

23 minutes

Planning your Financial Future

Tariffs, Turbulence & Tactics: Investing in a Bumpy Market

Send us a text From managing debt to growing your investments, Don & Mitch Fox cover a wide range of topics to help you achieve your financial goals. This week’s topics: · The impact of US tariffs on Canada, including their economic and political implications. · Trade relationships, market volatility, and potential investment strategies. · The value of the US dollar, productivity concerns, and the importance of ...

8 months ago

26 minutes

Planning your Financial Future

Scam-Proof Your Portfolio: RSP Tips & Rebalancing Tricks

Send us a text From managing debt to growing your investments, Don & Mitch Fox cover a wide range of topics to help you achieve your financial goals. This week’s topics: Don & Mitch discuss the evolution of retirement savings programs (RSPs) and the shift in investment strategies. The importance of rebalancing portfolios annually to maintain a comfortable risk level, particularly during retirement when volatility can impact withdrawals.The crucial role financial planners play in ...

9 months ago

22 minutes

Planning your Financial Future

Politics, Portfolios & Planning: Your Guide to Staying Ahead

Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week, Don and Mitch discuss: The impact of the US political situation on the markets amid the ongoing tensions and uncertainty.The benefits of using RSPs and TFSAs for retirement planning.The importance of a...

9 months ago

22 minutes

Planning your Financial Future

Trade Tensions & Money Missions: Mastering the Art of Saving

Send us a text This week’s discussions include: · Trump Tariffs and Economic Impact: Don and Mitchell discuss the potential impact of Trump's proposed tariffs on the economy and stock market · Teaching Children Financial Management Skills: Mitch discusses the importance of financial planning and teaching children about money management · Saving Money and Financial Independence: Don discusses the importance of saving...

9 months ago

21 minutes

Planning your Financial Future

Cross-Border Drama & Capital Gains: What’s Shaking Your Portfolio?

Send us a text Are you keeping up with the latest financial news? This week has been a rollercoaster for Canada's economy, from tariffs to tax changes. On the newest episode of the "Planning Your Financial Future" podcast, Don and Mitch dive into the key issues affecting your wallet and investment strategy. This week’s discussions include: Canada-U.S. Relations: Weighing in on the recent tariffs imposed by former President Trump and the implications for trade and investment.Market Volatility ...

9 months ago

17 minutes