Tag: financial planning

Kris Dureau Financial Advisor, 3 Hats Financial, The Ride Podcast, The Ride: Life, Work and Wealth.
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 11 – What’s in Your Portfolio? How to Invest Responsibly — With David Rutherford

Episode 11 – What’s in Your Portfolio? How to Invest Responsibly — With David Rutherford

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Today’s investors don’t just want a portfolio that’s well-diversified. They also want a portfolio that’s going to make an impact.

Today, Kris Dureau joins David Rutherford to bring you some clarity on how you can become a more informed, responsible investor and invest in a way that aligns with your values. 

As vice president of NEI Investments’ ESG services, David reveals ways you can invest in companies that are working towards a better tomorrow and how responsible investing can enhance both your portfolio and life.

In this episode, you will learn:

  • The different components of ESG investing
  • How NEI Investments screens companies for their ESG score
  • Why responsible investing is on the rise
  • How returns on ethical funds compare to regular funds
  • And more!

Tune in now and discover how your investing today can help bring a better tomorrow!

Resources: David Rutherford ❘ NEI Investments

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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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Episode 9 – Your Q2 COVID-19 Update — With Rana Chauhan

Episode 9 – Your Q2 COVID-19 Update — With Rana Chauhan

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As we enter the third quarter of the year, now is an optimal time to reflect on the last three months of COVID-19 and its impact on our lives — both financially and socially.

To do so, Kris Dureau welcomes back Rana Chauhan of the Investment Planning Counsel. Together, they review what we’ve witnessed in the markets over the last three months and the impact COVID-19 could have on politics and banking going forward. 

In this episode, you’ll learn:

  • What the market’s recovery has looked like so far
  • How government stimulus is impacting financial institutions
  • What a vaccine could mean for the future of COVID-19
  • How this pandemic could impact the U.S. election
  • And more!

Join Kris and Rana now to discover the impact of COVID-19 on our finances and society during the second quarter of 2020!

Resources:  Rana Chauhan  | Investment Planning Counsel 

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Episode 8 – The Natural Way to Improve Your Work-Life During Quarantine — with Dr. Elias Markou

Episode 8 – The Natural Way to Improve Your Work-Life During Quarantine — with Dr. Elias Markou

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With many workplaces moving towards a work-from-home setup, more employees are faced with the task of learning how to remain productive while maintaining a work-life balance.

Today, Kris Dureau is joined by Dr. Elias Markou, a naturopathic doctor with a background in finance. Dr. Markou reveals the impact working from home can have on your mental health while offering several tips to increase your productivity.

In this episode, you’ll learn:

  • The importance of maintaining your mental health
  • The importance of taking breaks throughout the workday
  • The benefit of planning your day
  • Tips for a healthy lifestyle during social distancing
  • And more!

Join Kris Dureau and Dr. Elias Markou now to discover ways you can improve your work-from-home experience!

Resources: DrEliasMarkou.com ❘ Dr. Elias Markou on LinkedIn

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Episode 7 — How to Write Your Life Letter

Episode 7 — How to Write Your Life Letter

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Are you looking for a way to share your life experiences with future generations?

In this episode, Kris Dureau explains why he started writing life letters to his family. He reveals the benefits of creating a life letter and why he strongly encourages you to involve your parents in the process.

In this episode, you will learn:

  • What a life letter is
  • When to write one
  • What to include in your letter and how to get started
  • How to keep your letter safe and secure
  • And more!

Tune in now as Kris Dureau discusses the life letter you need to write sooner rather than later in this episode of The Ride Podcast!

Resources: Ep 6 – Why Everybody Needs a Will ❘ 51 Questions to Ask Your Parents 

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Episode 6 – Why Everybody Needs a Will

Episode 6 – Why Everybody Needs a Will

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Have you planned for a future beyond your own? 

In this episode, Kris Dureau explores a key part of your estate planning process: your will. He explains the impact of not having one and the significance of ensuring these types of documents are accessible to your family after your death.

In this episode, you will learn:

  • Why everyone should have a will
  • Ways a will can work to serve you and your family
  • The importance of noting all of your relevant documents
  • And more!

Listen in now to discover the impact a will can have on you and your family — and why it should be a part of everybody’s financial planning process!

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Episode 5 – The Mental Side of Surviving Isolation

Episode 5 – The Mental Side of Surviving Isolation

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During this coronavirus pandemic, it’s natural to feel stress and uncertainty as you buckle down in self-isolation. That’s why taking care of yourself mentally and financially is just as important as making sure you’re stocked up on toilet paper.

Today, Kris Dureau addresses some common worries people have during this challenging time and how they can affect your financial planning. Kris goes over several ways to keep your finances on track and ways to navigate times of uncertainty.

In this episode, you’ll learn:

  • Why you shouldn’t focus on the decrease in your overall portfolio
  • How you can create your own financial plan
  • What you should focus on during isolation
  • And more!

Listen now as Kris Dureau talks about the effect this pandemic can have on your financial plan and how you can stay positive!

Resources: MindMeister ❘ Episode 4

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Episode 4 — How Do You Want To Live Your Life?

Episode 4 — How Do You Want To Live Your Life?

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You only have one life. How do you want to spend your time during yours?

Today, Kris Dureau tackles the difficult idea of death and what you should focus on before that time comes. Delving into his own experiences with his family and clients, Kris shares how thinking about death could be a more positive experience than you may realize.

In this episode, you will learn:

  • The importance of making every moment count
  • Why counting down your years can be a positive thing to do
  • Why family should come first
  • Reasons why you should keep spending after you retire
  • And more!

Listen now to discover the limits of life and the importance of making every second count!

Resources:  waitbutwhy.com

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Special Update #2 — COVID-19 Financial Update — with Rana Chauhan

Special Update #2 — COVID-19 Financial Update — with Rana Chauhan

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As the COVID-19 crisis continues, so does the fear, doubt, and uncertainty many have experienced over the past few months. 

In this special COVID-19 update, Kris Dureau is joined once more by Rana Chauhan as they discuss the current pandemic and its impact on the world. Rana brings his knowledge of the medical field and explains the strides that are being taken to end this crisis.

In this episode, you will learn:

  • How fear, uncertainty, and doubt impact our behaviour 
  • How the markets have been impacted throughout this pandemic
  • Recent updates towards a solution
  • The importance of dollar-cost averaging
  • And more!

Tune in now to hear about Kris Dureau and Rana Chauhan’s April COVID-19 update — and to hear their thoughts on where the pandemic could be heading in the near future.

Rana Chauhan  | Investment Planning Counsel 

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