Category: COVID – 19
Safeguarding Seniors: Navigating the Digital Landscape of Financial Security (Ep 73)

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

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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 impact of technology on managing finances and the increased vulnerability of seniors to fraud and abuse.
  • The importance of initiating conversations with seniors about various forms of financial abuse, fostering awareness, and creating a supportive environment.
  • Practical tips for mitigating risks, including simplifying finances, regular monitoring of financial statements, and staying informed about the latest scams.
  • The role of family members in facilitating discussions and providing a safe space for seniors to share concerns without judgment.
  • The significance of securing legal documents, such as wills and trusts, and limiting access to trusted individuals.
  • Utilizing technology like alerts for suspicious activities and the concept of a trusted contact person to oversee financial transactions.
  • Exercising caution in sharing personal information and educating seniors about common tactics used by scammers.
  • The evolving landscape of cyber threats and the increasing need for identity protection services.

 

This episode provides valuable insights and practical strategies to safeguard seniors from financial exploitation in the digital era. Whether you’re a caregiver, family member, or individual concerned about your financial well-being, this discussion equips you with the knowledge to navigate potential risks and protect your assets.

As the threat of financial abuse continues to grow, staying informed and proactive is key to ensuring the financial security of our seniors. Tune in to this episode of the Real Life Wealth podcast to empower yourself with the tools needed to navigate the digital landscape of financial security for your loved ones and yourself.

 

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The End of Life Checklist (Ep. 63)

The End of Life Checklist (Ep. 63)

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In our last episode, we sat down with the Caring Hearts Support Network to discuss all things grief and the support they made available for those people going through these tough times. 

In this episode, we are going to unpack what you can do to prepare for uncertain times and what exactly should be on your end-of-life checklist. Whether you are creating your own or understanding the details of this plan for a loved one, it is important to understand where all of this information is as well as how you can use it to seamlessly transition into your next stage of life. 

Kris discusses:

  • The importance of communicating to your family members where your will is and when was the last time you updated it
  • Some important life changes that should encourage you to update your will
  • How life insurance comes into play during someone’s death (not all life insurance policies are the same) 
  • How you should be picking your power of attorney
  • The benefits of having a wealth organizer
  • And more

Resources:

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37. Estate Planning for Families With Special Needs Children With Fred Ryall

37. Estate Planning for Families With Special Needs Children With Fred Ryall

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Having a special needs family member carries unique, emotional, and financial concerns.

That’s why it’s important to work with a professional who understands exactly what you are facing.

In this episode, Kris Dureau welcomes Fred Ryall, an estate practitioner with more than 40 years of experience. For the last 15 years, Fred has worked with special needs children and adults to help them with their unique planning needs. In fact, he received the Queen Elizabeth the Second Diamond Jubilee Award from the Governor-General of Canada for his efforts.

Fred joins the show to share his insight about estate planning for families with special needs members. He explains the areas of the planning process that need to be considered and reveals why documenting details about a disabled child is so important.

Fred discusses:

  • The unique challenges families with special needs children face
  • What a Henson trust is and how it benefits those with special needs 
  • Easy ways to document and organize your child’s details 
  • Five key areas of the planning process he covers with the families he works with
  • And more!

Connect with Fred Ryall:

Connect with Kris Dureau:

About our Guest:

For over 35 years, Fred has been providing financial and estate planning advice for self-employed business owners, designated professionals, executives, and families to ensure social and family legacies.

Some of his recent professional accomplishments include receiving the Queen Elizabeth II Diamond Jubilee Award from the Governor-General of Canada for his planning with families who have special needs children. In 2007, he also received the Julia Award from Cystic Fibrosis Canada.

Fred has had the privilege to speak to several other special needs organizations including, Cystic Fibrosis Canada, Canadian Down Syndrome Society, ALS Canada, Autism Ontario, Multiple Sclerosis Society of Canada, 18th Chromosome Deficiency, Alzheimer Society Canada, and the Peel Public School Board’s Special Needs Programs.

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36. The Real Reason Behind the Canadian Powersports Industry’s Growth with Jean-Luc Lemire

36. The Real Reason Behind the Canadian Powersports Industry’s Growth with Jean-Luc Lemire

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Over the last 18 months, the Canadian powersports arena has seen a huge increase in sales. 

Find out why in this week’s episode of The Ride: Life, Work and Wealth, as Jean-Luc Lemire, the owner of Energy Powersport in Oakville, Ontario, reveals the main reason for massive growth around motorsport vehicles like motorcycles, ATVs, and snowmobiles.

Plus, tune in as Jean-Luc discusses how the pandemic affected his business and the industry as a whole.

Jean-Luc discusses:

  • Ways the pandemic has increased powersport vehicle sales 
  • Introducing powersports to new customers and ways existing customers benefit from the industry growth 
  • Recent changes in prices and availability
  • And more!

Connect with Jean-Luc Lemire:

Connect with Kris Dureau:

About our Guest:

Jean-Luc Lemire is a bilingual senior management executive leader with more than 25 years of experience in the automotive sector for both the retail & corporate space. He has transformed operations through effective hiring, mentoring, and coaching, establishing a performance improvement culture and key metrics that include implementing procedures leading to significant improvements in top and bottom-line performance.

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34. Parents As Roommates? 5 Things To Consider Before They Move In With You

34. Parents As Roommates? 5 Things To Consider Before They Move In With You

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Are you thinking about inviting your aging parents to move in, but you’re not sure if it’s the right decision?

In this episode, Kris Dureau shares five things to consider before your parents become your roommates. He points out factors that, all too often, adult children aren’t aware of before making this big decision. The best part is that this advice applies to a variety of health situations and family types.

Kris discusses:

  • The first thing to consider before inviting your parents to move in
  • Why and how to incorporate health and money into the planning process 
  • Pros and cons of having parents live with you (and other options)
  • The benefits of having a family meeting before making this decision
  • And more!

Resources:

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33. What You Need To Know About Travelling During The Pandemic With Holly McBean

33. What You Need To Know About Travelling During The Pandemic With Holly McBean

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As vaccines continue to roll out and select countries open up to travellers, there’s a lot to know about travelling during the pandemic.

In this episode, Kris Dureau sits down with TravelOnly’s Holly McBean to explore what today’s new norm of travelling looks like. 

With 40 years of experience in the travel industry, Holly is here to share everything you need to know about travelling during the COVID-19 pandemic, from what to expect and key considerations to keep in mind before hitting the road. Tune in as we provide you with the clarity you need for your next adventure! 

Holly discusses:

  • What to expect when flying and taking cruises
  • The role of vaccines when travelling and the potential of being barred from entering certain countries based on your vaccination status
  • What you should know about travel vouchers
  • What to do if you’re planning to cancel travel plans
  • What travelling in Canada is like 
  • And more!

Resources:

Connect with Holly McBean

Connect with Kris Dureau:

About our Guest:

With over 40 years of experience, Holly McBean will be happy to assist you with your travel plans. With extensive knowledge of the destinations and many suppliers to work with, she can customize your vacation to reflect your needs. She is a CTC-Certified Travel Counsellor and ACC- Accredited Cruise Counsellor with numerous awards and recognitions servicing Lambton County and the area through the database in North America. We specialize in groups, destination weddings, luxury vacations, and cruises. Single, family, multi-generational family travel, or more, we can assist you in designing your dream vacation. As a proud member of TravelOnly with over 45 years in business, we are appointed by IATA. TICO, ACTA, CLIA to serve your better.

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Episode 22 – Enhance Your Online Security with These Cybersecurity Tips – With Guest Chuck Yeung

Episode 22 – Enhance Your Online Security with These Cybersecurity Tips – With Guest Chuck Yeung

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Considering the current COVID-19 environment, working, shopping, socializing, and finding entertainment are only a couple of things we can do from the comfort of our homes.  

But, to what extent is our online identity and information really protected? 

In this episode, Kris Dureau sits down with Cystech Solutions’ Chuck Yeung. Today, Chuck discusses must-know cybersecurity tips so that you can protect yourself, your family, and your business when it comes to online privacy, information, and identity.

In this episode, you will learn:

  • Why you should change your passwords every six months 
  • The role of password manager platforms when it comes to the dark web 
  • Easy ways to detect a phishing scam 
  • The importance of setting up a two-step authentication 
  • Chuck’s take on how cybercriminals operate when it comes to a ransom 
  • And more!

Listen today and find out the do’s and don’ts when it comes to protecting your identity online! 

Resources: Chuck Yeung  | Cystech Solutions

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Episode 13 — What Should you Know When Buying a New or Used Car — With Greg Carrasco

Episode 13 — What Should you Know When Buying a New or Used Car — With Greg Carrasco

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Buying a new car is never a simple process, especially when there is so much to consider.

To help you better navigate the process, Kris Dureau enlists the help of Greg Carrasco for today’s episode. As the host of The Greg Carrasco Show, one of the most influential and largest automotive radio shows in Canada, Greg has over 27 years of experience in the automotive industry and is well-versed in all things cars.

Today, Greg shares tips and tricks to help you make the best decisions when buying a vehicle.

In this episode, you will learn:

  • How COVID-19 has impacted the automotive industry
  • The best time of year to buy a vehicle
  • Strategies for trading in your vehicle
  • The importance of buying an extended warranty
  • And more!

Join Kris and Greg now for your run-down on what you should consider when shopping for your next car!

Resources: The Greg Carrasco Show

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Episode 12 – Managing Chronic Illness With Chronically Simple — With Guest Kristy Dickinson

Episode 12 – Managing Chronic Illness With Chronically Simple — With Guest Kristy Dickinson

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Having a chronic illness can be anything but simple. That’s where Chronically Simple can help.

Today, Kris Dureau joins Kristy Dickinson, the creator of Chronically Simple, an app designed to help individuals and their families better manage their health. 

Kristy shares how her personal experience with a chronic illness led her to create the app, highlighting just how important the app is and how it can help simplify the lives of those with chronic illnesses. 

In this episode, you will learn:

  • Which gaps in the healthcare system Chronically Simple aims to fill
  • How a lack of information can impact testing and treatment
  • The benefits of keeping your medical information organized
  • How Chronically Simple can help during this COVID-19 pandemic
  • And more!

Tune in now and discover how Chronically Simple can change the way you manage your health!

Resources: Kristy’s Email ❘ Chronically Simple

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Episode 10 — 5 Financial Considerations for Transitioning into Your Post-COVID-19 Life

Episode 10 — 5 Financial Considerations for Transitioning into Your Post-COVID-19 Life

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As COVID-19 restrictions begin to ease up, what will your new normal look like? More importantly, how are you planning for your new normal? 

Today, join Kris Dureau as he discusses five key steps you should take when planning for your transition into your post-COVID-19 life. In this episode, Kris emphasizes the importance of reviewing your financial plan — and why you should ensure that your retirement plan still works for you.

In this episode, you’ll learn:

  • The difference between negotiable and non-negotiable expenses
  • The importance of having a plan
  • Why you should be reviewing your investments
  • How those retiring might be impacted during the transition out of this pandemic
  • And more!

Listen now to learn about the considerations you should keep in mind as you begin your transition out of the COVID-19 crisis!

Resources: Ep 6 – Why Everybody Needs a Will ❘ Ep 2 – Creating Your Financial Lifeline

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