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Matters Beyond Wealth

mattersbeyondwealthrbc
Estate Planning
Dementia
Financial Planning
Retirement Planning
Cyber Fraud
RRSP
RRIF
Preventive Healthcare
Cardiovascular Disease
Exercise
Tax Implications
Canada
Inheritance
Tax Strategies
Frontal Temporal Dementia
Financial Management
Caregiving
Predictive Care
Cancer Screening
Sex and Gender Research

Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.

PublishesMonthlyEpisodes70Founded3 years ago
Number of ListenersCategory
Education

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Artwork for Matters Beyond Wealth

Latest Episodes

The interplay of finance and psychology is changing the way people approach money decisions.

To discuss this topic, Leanne Kaufman is joined by Meghaan Lurtz, PhD, Professor of Practice - Advanced Financial Planning and Financial Therapy Certificate... more

Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud.

To discuss this topic, Tony Maiorino is joined by Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.

Related episodes:

Wha... more

These considerations can help owners ensure their business is set up for success today and in the future.

To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Of... more

Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.

To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Dr. Meghaan Lurtz
Professor of Practice at Kansas State University and lecturer at Columbia University, specializing in Financial Psychology.
Kansas State University
Episode: Financial therapy: The emotional connection to achieving financial wellbeing
Christian Rivest
Vice President of Customer Success at Sigma Loyalty Group
Sigma Loyalty Group
Episode: Are you at risk of a cyber attack?
Dr. Cindy Barha
Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary
University of Calgary
Episode: Exercise as medicine: Can working out help protect us from dementia?
Dr. Angela Kaida
Scientific Director of the Institute of Gender and Health, specializing in gender, sex, and health research
Canadian Institutes of Health Research
Episode: Closing the gaps in women’s health research
Dr. Khalil Sivjee
Medical Director of Cleveland Clinic Canada and Chief Medical Director at RBC
Cleveland Clinic Canada
Episode: Preventive healthcare in Canada
Nancy Carlson
Children's book author and illustrator
Episode: The dementia grey area
Prashant Patel
Vice President of High Net Worth Planning at RBC Family Office Services
RBC Family Office Services
Episode: Maintaining your lifestyle in retirement and paying less tax
Tony Maiorino
Vice President and Director, Head of RBC Family Office Services at RBC Wealth Management Canada
RBC Wealth Management
Episode: Strategies to help you prepare for a financial windfall
Ali Spinner
Partner in Crow-Soberman's Tax Group, focuses on helping wealthy families and entrepreneurs structure affairs in a tax-efficient manner.
Crow-Soberman
Episode: When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?

Host

Leanne Kaufman
Host discussing various aspects of estate planning, healthy aging, and retirement planning.

Reviews

4.9 out of 5 stars from 22 ratings
  • Excellent

    Terrific podcast for those who are considering more advanced estate platforms. Very informative

    Apple Podcasts
    5
    worm1966
    Canadaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the informative nature of the content, especially regarding complex topics that are often misunderstood.
The discussions are described as engaging and relevant, allowing for deeper understanding of estate planning and retirement options.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#100
Canada/Education

Talking Points

Recent interactions between the hosts and their guests.

Financial therapy: The emotional connection to achieving financial wellbeing
Q: What advice would you give to an adult who may be receiving some sort of a financial windfall or an inheritance?
I would say you're normal, and that you should talk to someone. It's essential to seek help from financial professionals.
Financial therapy: The emotional connection to achieving financial wellbeing
Q: Can you share an example of how financial therapy helped a person?
An example includes personal insights from my own experiences with generational beliefs around money that impacted my relationship with my husband.
Financial therapy: The emotional connection to achieving financial wellbeing
Q: Can you tell us what financial therapy is?
Financial therapy is the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.
Preventive healthcare in Canada
Q: What are the forms of preventive healthcare that we have today?
Traditional methods include regular screenings like blood pressure checks, cancer screenings, and vaccinations.
Preventive healthcare in Canada
Q: What does it mean to you when I ask about preventive or preventative medicine versus predictive?
Preventive care includes traditional screenings for diseases, while predictive care looks deeper to identify diseases before they develop.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Matters Beyond Wealth

What is Matters Beyond Wealth about and what kind of topics does it cover?

This podcast provides insights into essential topics surrounding estate planning, healthy aging, and retirement planning, aiming to assist Canadians in navigating their financial futures. Episodes feature expert discussions on a variety of subjects including cyber security, the impact of exercise on brain health, and the nuances of managing sudden wealth. The content is designed not only to inform but also to provoke thought on significant life planning decisions, making it a critical resource for individuals preparing for financial transitions, especially in later stages of life. The incorporation of personal stories alongside expert insights is a notable aspect that enhances its relatability and engagement.

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How many listeners does Matters Beyond Wealth get?

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How many subscribers and views does Matters Beyond Wealth have?

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Which podcasts are similar to Matters Beyond Wealth?

These podcasts share a similar audience with Matters Beyond Wealth:

1. The Wealthy Barber Podcast
2. The Current
3. The Bridge with Peter Mansbridge
4. Odd Lots
5. The 10-Minute Take

How many episodes of Matters Beyond Wealth are there?

Matters Beyond Wealth launched 3 years ago and published 70 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Matters Beyond Wealth?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Matters Beyond Wealth?

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What guests have appeared on Matters Beyond Wealth?

Recent guests on Matters Beyond Wealth include:

1. Dr. Meghaan Lurtz
2. Christian Rivest
3. Dr. Cindy Barha
4. Dr. Angela Kaida
5. Dr. Khalil Sivjee
6. Nancy Carlson
7. Prashant Patel
8. Tony Maiorino

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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