Episodes

Welcome to another episode of "Your Life and Money," where we delve into the intricate relationship between financial planning and life's deeper values. In this episode, we revisit key insights from a recent interview and explore the profound impact of aligning money with personal truth. Key Points Covered: Reflections on an interview with Paul, emphasizing the importance of embracing mortality and living authentically. The significance of telling the truth about money and dispelling misconce...

Welcome to "Your Life and Money," where we delve into the transformative power of life-centered financial planning. Join hosts Brad Smith and Tim Borody as they explore stories of real people who have aligned their finances with their life goals and dreams. In this episode, Brad is joined by Paul Armson, a trailblazer in the financial planning industry who challenges conventional wisdom. Paul shares insights from his book, "Enough," which redefines the purpose of financial advising and empowers...

Welcome back to another episode of "Your Life and Money," where we dive deep into the world of financial planning, believing that it's not just about numbers but about crafting a plan that aligns with your life. I'm your host, Brad Smith, joined by the insightful Tim Borody. Today, as we find ourselves amidst tax season, we're addressing the common questions flooding our inbox. In this episode, we unravel the complexities of financial decisions, focusing on tax refunds, investment options, and ...

Welcome back to "Your Life and Money," the podcast that goes beyond the numbers and dives deep into the intersection of life and financial planning. I'm Brad Smith, joined by Tim Borody, and in this episode, we are joined by tax expert Angelique Gray, CPA CA. to discuss the key aspects of the 2023 tax season. In this insightful episode, we break down the important changes and considerations for individuals and businesses as they navigate the evolving landscape of tax regulations. From practical...

Welcome to Your Life and Money, where we believe that financial planning is not just about numbers; it's about your life. Join hosts Brad Smith and Tim Borody as they delve into the world of life-centered planning, sharing inspiring stories and valuable advice from real people who have achieved their goals. In this episode, they are joined by special guest Angelique Gray. Key Points: The importance of aligning financial success with values and priorities. Angelique's journey into accounting a...

Welcome to "Your Life and Money," where financial planning is more than just numbers—it's about aligning your money with your values and priorities. Join hosts Brad Smith and Tim Borody as they share stories of real people who have achieved their goals through life-centered planning. In this episode, the hosts delve into the fascinating topic of wealth languages, exploring how different individuals approach money and financial planning. Highlights: Introduction to Wealth Languages: Brad and Ti...

Welcome to "Your Life and Money," where financial planning goes beyond numbers and dives into the essence of your life. Join hosts Brad Smith and Tim Borody as they share inspiring stories of real people who have achieved their dreams through life-centered planning and valuable advice. In this episode, Brad and Tim introduce powerful tools designed for 2024, focusing on retirement planning and investments. They emphasize the importance of aligning your money with your values and priorities for ...

Welcome to "Your Life and Money," where financial planning goes beyond numbers to shape your life. Join hosts Brad Smith and Tim Borody as they kick off the first episode of 2024 with a deep dive into the exciting world of life-centered planning. Discover real stories of individuals achieving their dreams through strategic financial planning and gain valuable advice to apply to your own journey. Episode Highlights: Aligning Money with Values: Explore why the key to financial success lies in al...

Welcome to "Your Life and Money," where financial planning isn't just about numbers—it's about your life. I'm Brad Smith, joined by Tim Borody, and in each episode, we share real stories of people who've used life-centered planning to achieve their goals and dreams. Today, as we approach the end of 2023, we're diving into the topic of New Year's resolutions and goal-setting. But we're putting a twist on it, focusing on the practical aspects of making meaningful changes in your life. Key Points ...

Welcome to "Your Life and Money," where financial planning isn't just about numbers—it's about your life. I'm Brad Smith, joined always by Tim Borody, and in each episode, we share real stories of people who've used life-centered planning to achieve their goals and dreams. Today, we're diving into the holiday season, reminiscing about our own childhoods, and exploring the joy of generosity, a topic that often takes center stage during this time of year. Key Points for Today's Episode: Early M...

Life and Money Unveiled: Navigating the Estate Planning Maze Welcome to "Your Life & Money," the podcast where financial planning is not just about numbers; it's about your life. I'm Brad Smith, joined by Tim Borody, and in this episode, we unravel the complexities of estate planning with special guest Dawn Phillips-Brown, a seasoned lawyer from Madorin, Snyder in Kitchener, Ontario. In this insightful episode, Dawnn shares her expertise in estate litigation, power of attorney matters, and the...

Navigating Financial Markets and Building a Resilient Portfolio with Ian Goodman Welcome to "Your Life and Money," where we believe that financial planning is not just about numbers; it's about your life. In this episode, we're excited to have Ian Goodman, a senior portfolio manager with Watermark Private Portfolios, sharing his insights on building a resilient investment portfolio and navigating financial markets. Key Points and Topics Covered: Ian's journey in the financial industry and his...

Navigating Wealth Transfer & Family Harmony Welcome to "Your Life & Money: Navigating Wealth Transfer & Family Harmony," a podcast where we dive into the art and science of passing on your legacy with wisdom. Hosted by Brad Smith and Tim Borody, we believe financial planning is more than just numbers—it's about aligning your money with your values. In each episode, we share real-life stories of successful life-centered planning and valuable advice. In this episode, we continue our discussion o...

Timing and Title: Navigating Wealth Transfer Decisions Welcome to "Your Life and Money," where we believe financial planning is more than just numbers—it's about aligning your money with your values and priorities. I'm Brad Smith, always joined by Tim Borody. In this episode, we dive into the crucial decisions of timing and title when it comes to wealth transfer. We'll share stories of individuals who've used life-centered planning to achieve their goals and provide expert advice. In the last ...

Navigating Wealth Transfer: Treasures, Wisdom, and Unique Treatment Welcome to "Your Life and Money," where we believe that financial planning is not just about numbers; it's about your life. I'm Brad Smith, joined as always by Tim Borody. In each episode, we'll be sharing stories from real people who have used life-centered planning to achieve their goals and dreams, along with expert advice. First and foremost, we believe that the key to financial success is aligning your money with your valu...

Welcome to "Your Life and Money," the podcast where financial planning isn't just about numbers, it's about your life. I'm your host, Brad Smith, joined as always by Tim Borody. In each episode, we share stories from real people who've used life-centered planning to achieve their dreams and offer practical advice. We believe that financial success is about aligning your money with your values and priorities. Join us in this episode as we delve into the crucial topic of "Finishing Well." Life is...

Your Life and Money: Unpacking Your Wealth Languages Welcome to "Your Life and Money," where we believe that financial planning is not just about numbers; it's about your life. In this episode, hosts Brad Smith and Tim Borody dive into a fascinating topic: unpacking your wealth languages. They share real stories of people who have achieved their goals through life-centered planning and offer valuable advice. Key Points and Discussions Covered: Understanding the concept of wealth languages and...

Life-Centered Planning: Navigating the High-Interest Rate Environment with Special Guest Julia Bernier Welcome to "Your Life and Money," where we believe financial planning isn't just about numbers, but about aligning your money with your values and priorities. In this episode, join hosts Brad Smith and Tim Borody as they share inspiring stories of real people achieving their goals through life-centered planning and offer expert advice. Meet special guest Julia Bernier, a four-time Reader's Ch...

Achieving Clarity and Confidence: Stories of Life-Centered Financial Planning Welcome to "Your Life and Money," where financial planning goes beyond numbers and focuses on your life. In this episode, hosts Brad Smith and Tim Borody share inspiring stories of real people who have used life-centered planning to achieve their goals and dreams. They discuss the importance of aligning your money with your values and priorities, and how this approach can lead to a more fulfilling life. Key Points: ...

Life Transitions and Financial Lifelines: Navigating Your Financial Future Welcome to "Your Life and Money," where financial planning goes beyond numbers and aligns with your values and priorities. Join hosts Brad Smith and Tim Borody as they share inspiring stories of real people who have achieved their goals through life-centered planning. In this episode, they delve into the various life transitions individuals go through and discuss the importance of financial preparedness. Key Points Cove...

Join Brad Smith and Tim Borody on "Your Life and Money" as they explore the complexities of financial planning and how it intersects with personal growth. Discover practical insights and expert advice to gain clarity, contentment, and fulfillment in your financial decisions. Understand a life planner: Recap the purpose of the life center planner hat and how it brings structure to your financial choices. Navigate conflicting financial goals: Explore the challenges of managing financial planning...

In this episode of "Your Life and Money," Brad Smith and Tim Borody discuss the concept of life-centered planning with Mitch Anthony, the co-founder of Life-Centered Planners and Return on Life Advisors. Life-centered planning is a new approach to financial planning that focuses on helping individuals achieve their goals and live a fulfilling life, rather than simply accumulating wealth. Anthony argues that traditional retirement planning is outdated and no longer meets the needs of most people...

Hosts Brad Smith and Tim Borody discuss the concept of life-centered planning and how it differs from traditional retirement planning. They emphasize the importance of focusing on what is truly important to individuals rather than just a financial number. They also highlight the shift in mindset towards enjoying life more along the way rather than solely focusing on retiring at a certain age. Through sharing stories and insights, they aim to help listeners understand the benefits of life-centere...

In the first episode of "Your Life And Money," hosts Tim Borody and Brad Smith give listeners an inside look into the history of Advice First Wealth. They begin by sharing their own personal stories and experiences in the financial industry, revealing how they came to create their own financial planning firm. Brad shares his journey from working in a trust company in the early 90s to becoming an independent financial advisor in 1998. He explains the limitations of product-focused sales and how h...