Tag Archives: pandemic

Kris Dureau Financial Advisor, 3 Hats Financial, The Ride Podcast, The Ride: Life, Work and Wealth.

Episode 16 – How to Retire Well — Part 2



It’s no secret that when it comes to preparing for retirement, one major question pre-retirees are asking is, “Will I have enough to retire?”

In part two of his miniseries on retiring well, Kris Dureau reveals how you can find out the answer to this question. He highlights three financial areas to consider when assessing your retirement-related finances, assets, and benefits so that you can achieve the retirement lifestyle you’ve always desired.

In this episode, you will learn:

  • The difference between discretionary and non-discretionary expenses
  • How to plan for your retirement cash flow
  • Why you should create a debt inventory — and how to do it
  • How creating three financial buckets can help your portfolio in retirement 
  • And more!

Tune in now to discover actionable tips for preparing your finances to retire well!

Resources:  How to Retire Well – Part 1 | Three Hats Financial  | Cash flow Spreadsheet | Retirement Shift Worksheet


Episode 15 – How to Retire Well – Part 1



When you retire, what will you retire to? How do you envision your retirement? 

To help you create a smooth transition into life’s next chapter, join Kris Dureau for this new two-part mini-series on what it takes to retire well. In part one, Kris examines the mental side of retirement and breaks down five unique qualitative exercises that are designed to help retirees understand what retirement means to them.

In this episode, you will learn:

  • How the retirement landscape is changing
  • Three Hats Financial’s five stages of retirement coaching 
  • How clients have benefited from Three Hats’ retirement planning techniques 
  • How the My Retirement Worksheet can help you adjust to retirement 
  • And more!

Tune in now to discover key ways you can transition into your retirement so that you can live, and retire, well!

Resources:   Three Hats Financial | Epic Retirement Clip 


Episode 14 – What to Know Before Making a Midlife Career Change — With Lisa Taylor



Do you want to pursue a new career but are unsure whether you should truly go for it? 

In this episode, Kris Dureau sits down with the Challenge Factory’s Lisa Taylor. Lisa is an in-demand speaker with expert insight into today’s changing workforce. Now, Lisa details how transitioning to a new career path can be life-changing and what you can do to achieve it! 

In this episode, you will learn:

  • How to conquer the fear of making a career change
  • The 4 domains of changing career paths: needs, talents, passions, and impact
  • Where to receive career counselling and guidance 
  • Ageism in the workforce
  • And more!

Tune in and discover how Kris and Lisa can help you on your new career journey! 

Resources: Three Hats Financial | Kris Dureau on LinkedInChallenge Factory


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



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: Three Hats Financial | Kris Dureau on LinkedInThe Greg Carrasco Show


Episode 6 – Why Everybody Needs a Will



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!

Kris Dureau on LinkedIn


Episode 5 – The Mental Side of Surviving Isolation



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!

Kris Dureau on LinkedInMindMeister ❘ Financial Transition Sheet ❘ Episode 4