Mastering Your Finances: How to Create a Budget that Really Works (Ep. 74)

Mastering Your Finances: How to Create a Budget that Really Works (Ep. 74)

Welcome to The Ride: Life, Work and Wealth Podcast, brought to you by Green Private Wealth. In this episode, hosts Brad Winlaw and Dave Harris dive into a crucial yet often overlooked aspect of financial planning – creating a budget that truly works for you. They break down the steps to demystify budgeting, offering practical …

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Safeguarding Seniors: Navigating the Digital Landscape of Financial Security (Ep 73)

Safeguarding Seniors: Navigating the Digital Landscape of Financial Security (Ep 73)

Welcome to The Ride: Life, Work, and Wealth podcast, brought to you by Green Private Wealth, a trade name of Harbourfront Wealth Management. In this episode, hosts Kris Dureau and Mike Pakreslis delve into a crucial and timely topic that affects many: protecting seniors from financial abuse in the digital age. Key Points Discussed: The …

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Unlocking Financial Success: The Power of Certified Financial Planners (Ep 72)

Unlocking Financial Success: The Power of Certified Financial Planners (Ep 72)

Welcome to The Ride, Life Work and Wealth Podcast, proudly brought to you by Green Private Wealth, a trade name of Harborside Wealth Management. Get ready to supercharge your financial journey as we delve into the world of Certified Financial Planners (CFPs). In this episode, Brad Winlaw and Dave Harris, both Certified Financial Planners at …

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Navigating Your Financial Journey: A Guide to Your First Meeting with a Financial Advisor (Ep. 71)

Navigating Your Financial Journey: A Guide to Your First Meeting with a Financial Advisor (Ep. 71)

Welcome to the Ride: Life, Work and Wealth podcast with your host, Kris Dureau. In this episode, Kris, a seasoned financial strategist, draws from his past as a firefighter and paramedic to shed light on the importance of planning for both a secure tomorrow and a better today. Join Kris and co-host Mike Pakreslis as they dive into the crucial …

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The Ride 2.0: A Financial Journey with Green Private Wealth (Ep. 70)

The Ride 2.0: A Financial Journey with Green Private Wealth (Ep. 70)

Welcome to The Ride, a Work and Wealth podcast with your host, Kris Dureau. In this exciting episode, Kris introduces some major changes to the show, bringing on three new voices—David Harris, Brad Winlaw, and Mike Pakreslis—creating a dynamic team at Green Private Wealth. Together, they share diverse insights and perspectives on financial planning, making …

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Mind Your Money: The 5 Behavioral Investing Biases (Ep. 68)

Mind Your Money: The 5 Behavioral Investing Biases (Ep. 68)

Behavioral finance is an intriguing field of study, with five common investing biases you might not even recognize yourself, let’s get into them!  In this episode, Kris Dureau details the 5 behavioral investing biases you should be looking out for. With the state of the market, this is a great time to start keeping these …

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Windfall Wisdom: What to do When You Inherit a Large Sum of Money (Ep. 67)

Windfall Wisdom: What to do When You Inherit a Large Sum of Money (Ep. 67)

Who hasn’t bought that lottery ticket hoping it’s the winner in the big? But what if it really happened? What would you do? The same goes for any kind of windfall, including an inheritance or a gift.  In this episode, Kris Dureau details the steps you need to take to make sure you safeguard the …

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Putting Your Financial House in Order Before Divorce (Ep. 66)

Putting Your Financial House in Order Before Divorce (Ep. 66)

When you say I do on your wedding day, the world seems wonderful. There would be no reason to think you might eventually be saying, “I don’t want to be in this marriage anymore”, but how do you financially prepare for divorce? In this episode, Kris Dureau addresses the aspect of your financial well-being if …

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