The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc. Make sure to check out our podcast, WealthSmarts, wherever you find your podcasts. For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart. For regular content make sure to follow us on social media! Facebook/Instagram/Threads: @wealthsmart

In this week's episode of the WealthSmarts podcast we celebrate the contribution of businesses and non-profit organizations to our community in Richmond. In particular, we discuss how such organizations generate massive value in our society and too often fly under our radar.  

We will also be talking about the Richmond Chamber of Commerce Business Excellence Awards which has recognized the best of Richmond’s business community since 1977. Joining us is Shaena Furlong, President and CEO of The Richmond Chamber of Commerce who will share her insights on the many different ways that businesses and non-profits shine.

To nominate a business or non-profit organization that you feel deserves to be recognized, click here: https://www.richmondchamber.ca/business-excellence-awards/

Are you a wealth builder looking to get control of your personal finances? 

Join Richard and Matt in their new series focused on the challenges that wealth builders face today in building a comprehensive financial plan. Each episode of this series will go in-depth into each stage of a comprehensive financial plan for a wealth builder. We will cover financial management, tax planning, estate and legal planning, risk management, retirement planning and investment planning. No matter where you are an established or aspiring wealth builder, this series is the perfect starting place. 

Stay tuned for the Wealth Builder Series on the WealthSmarts podcast