Tag Archives: Wealth

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



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: Three Hats Financial | Kris Dureau on LinkedInKristy’s EmailChronically Simple


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



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: Three Hats Financial | Kris Dureau on LinkedInDavid RutherfordNEI Investments


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



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: Three Hats Financial | Kris Dureau on LinkedInEp 6 – Why Everybody Needs a WillEp 2 – Creating Your Financial Lifeline


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



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:  Kris Dureau | Three Hats Financial | Rana Chauhan  | Investment Planning Counsel 


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



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!

Three Hats Financial | Kris Dureau on LinkedInDrEliasMarkou.comDr. Elias Markou on LinkedIn


Episode 7 — How to Write Your Life Letter



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!

Three Hats Financial | Kris Dureau on LinkedInEp 6 – Why Everybody Needs a Will51 Questions to Ask Your Parents