Before the wedding day arrives, there are important financial and legal conversations every couple should be having. In this episode, we’re joined by family lawyer and founder of Illuma Law, Abby Pang, to unpack the realities of prenups, inheritances, business ownership and the legal changes that come with marriage. Abby shares practical insight into the conversations couples often avoid and the costly misunderstandings that can happen when they do. So while you’re on your way to tour venues and finalize seating charts, this episode is a great use of time, full of valuable guidance to help protect your future together.

In this episode, Shelly Appleton-Benko and Lauren Shewfelt unpack one of the most overlooked aspects of investing: trimming your winners. While it may feel counterintuitive, your best-performing positions can quietly become your biggest source of risk. It’s a conversation about discipline, balance, and why a healthy portfolio requires trimming the roses – not just pulling the weeds.

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Mentioned in this episode:

Odlum Brown When to Sell PDF

In this episode, Shelly Appleton-Benko and Tax and Estate Planner Simon Leon discuss the real definition of retirement. Rather than being defined by age, retirement is a shift in lifestyle, identity and financial structure. Together, Shelly and Simon unpack common myths around retirement and explore what modern retirement planning actually looks like beyond age 65 and why the old rules no longer apply.

What does it take to earn a green jacket or build lasting wealth? In this episode, we draw parallels between golf strategy and long-term investing. From navigating bunkers to staying disciplined through market swings, Steven shows that success is not about one moment, it is built through decisions made long before the spotlight.

As artificial intelligence continues to evolve, so do the tactics used by cybercriminals. From deepfakes to increasingly sophisticated digital scams, the financial fraud landscape is changing at an unprecedented pace. In this episode, Neumann Lim, Manager of Infrastructure & Cybersecurity at Odlum Brown and an expert in digital risk management, emerging technology threats, and certified digital forensics, shares valuable insights into the rise of AI-driven fraud. He breaks down how these scams work and offers practical steps you can take to help protect yourself and your family.

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Links:

BCSC: https://avoidaiscams.investright.org/

CIRO - https://www.ciro.ca/office-investor/avoiding-fraud-and-protecting-your-investments/artificial-intelligence-ai-and-investment-fraud

Anti-fraud centre – https://reportcyberandfraud.canada.ca/

Before you ask AI about your finances… listen to this. AI can auto-generate a portfolio in seconds – but can it understand your life, your fears, and your financial future? In this episode, host Shelly Appleton‑Benko and Kevin Fabian, Investment Associate at Odlum Brown, put AI to the test, revealing where it shines, where it fails and why human judgment still matters more than ever.

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Links:

Equity research - https://www.odlumbrown.com/the-ob-difference/research/equity-research

PGA pro and serial entrepreneur Matt Palsenbarg joins The Financial Long Game to share how discipline, resilience and smart decision‑making shape long‑term success — in business and on the course. He explores the power of leaning on the skills of experts around him, pursuing big ideas and building the mindset needed to stay focused under pressure and create something that lasts.

This week's episode explores why clear and confident financial choices are essential both individually and within a relationship. We break down the personal habits, beliefs and money stories that quietly guide our decisions, often without us realizing it. Then we look at how those individual patterns show up when two people try to build a life together.

From transparency and shared goals to navigating debt, spending differences and long‑term planning, we highlight the conversations that strengthen trust instead of creating tension. This isn’t about judgment or perfection, instead building greater awareness, honesty and working as a team. Whether you’re single, dating or decades into a partnership, this episode offers practical guidance for making money a source of clarity rather than conflict.