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Matters Beyond Wealth

mattersbeyondwealthrbc
Estate Planning
Dementia
Financial Planning
Retirement Planning
Cyber Fraud
RRIF
RRSP
Preventive Healthcare
Cardiovascular Disease
Exercise
Tax Implications
Inheritance
Canada
Tax Strategies
Frontal Temporal Dementia
Caregiving
Financial Management
Predictive Care
Cancer Screening
Sex and Gender Research

Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.

PublishesMonthlyEpisodes69Founded3 years ago
Number of ListenersCategory
Education

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Artwork for Matters Beyond Wealth

Latest Episodes

Learn how to stay ahead of cybercriminals and help protect yourself from identity theft and fraud.

To discuss this topic, Tony Maiorino is joined by Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.

Related episodes:

Wha... more

These considerations can help owners ensure their business is set up for success today and in the future.

To discuss this topic, Tony Maiorino is joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Of... more

Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.

To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the... more

Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiov... more

Key Facts

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Recent Guests

Christian Rivest
Vice President of Customer Success at Sigma Loyalty Group
Sigma Loyalty Group
Episode: Are you at risk of a cyber attack?
Dr. Cindy Barha
Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary
University of Calgary
Episode: Exercise as medicine: Can working out help protect us from dementia?
Dr. Angela Kaida
Scientific Director of the Institute of Gender and Health, specializing in gender, sex, and health research
Canadian Institutes of Health Research
Episode: Closing the gaps in women’s health research
Dr. Khalil Sivjee
Medical Director of Cleveland Clinic Canada and Chief Medical Director at RBC
Cleveland Clinic Canada
Episode: Preventive healthcare in Canada
Nancy Carlson
Children's book author and illustrator
Episode: The dementia grey area
Prashant Patel
Vice President of High Net Worth Planning at RBC Family Office Services
RBC Family Office Services
Episode: Maintaining your lifestyle in retirement and paying less tax
Tony Maiorino
Vice President and Director, Head of RBC Family Office Services at RBC Wealth Management Canada
RBC Wealth Management
Episode: Strategies to help you prepare for a financial windfall
Ali Spinner
Partner in Crow-Soberman's Tax Group, focuses on helping wealthy families and entrepreneurs structure affairs in a tax-efficient manner.
Crow-Soberman
Episode: When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?

Host

Leanne Kaufman
Host focusing on estate planning, finance, and healthy aging.

Reviews

4.9 out of 5 stars from 22 ratings
  • Excellent

    Terrific podcast for those who are considering more advanced estate platforms. Very informative

    Apple Podcasts
    5
    worm1966
    Canada10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Terrific podcast for those who are considering more advanced estate platforms. Very informative.

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Talking Points

Recent interactions between the hosts and their guests.

Preventive healthcare in Canada
Q: What are the forms of preventive healthcare that we have today?
Traditional methods include regular screenings like blood pressure checks, cancer screenings, and vaccinations.
Preventive healthcare in Canada
Q: What does it mean to you when I ask about preventive or preventative medicine versus predictive?
Preventive care includes traditional screenings for diseases, while predictive care looks deeper to identify diseases before they develop.
Closing the gaps in women’s health research
Q: What can listeners do to advocate for women's health?
Listeners can advocate for women's health by participating in research, thereby providing valuable insights and experiences to enhance knowledge and improve health outcomes.
Closing the gaps in women’s health research
Q: Why is it important to study sex and gender in health research?
Studying sex and gender in health research is important because it affects treatments, diagnoses, and access to care, influencing health outcomes significantly.
Five important questions every business owner should answer
Q: What does retirement look like for business owners?
It is crucial for business owners to start planning early and consider diversifying their retirement income sources.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Matters Beyond Wealth

What is Matters Beyond Wealth about and what kind of topics does it cover?

Content covers key topics in estate planning, financial literacy, healthy aging, and retirement preparation aimed primarily at Canadian audiences. Noteworthy discussions have included the intricacies of managing wealth transfers, the importance of preventive healthcare, as well as the unique health risks faced by different demographics, particularly women and seniors. The inclusion of expert guests from diverse fields, such as neuroscience and financial management, adds depth to these conversations, making complex information more understandable. This podcast stands out for its thorough exploration of meaningful life's transitions through an educational lens, making it relevant for anyone seeking to secure their financial legacy and enhance... more

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Which podcasts are similar to Matters Beyond Wealth?

These podcasts share a similar audience with Matters Beyond Wealth:

1. The Daily
2. The Wealthy Barber Podcast
3. The Mel Robbins Podcast
4. The Download with David Richardson

How many episodes of Matters Beyond Wealth are there?

Matters Beyond Wealth launched 3 years ago and published 69 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Matters Beyond Wealth?

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What guests have appeared on Matters Beyond Wealth?

Recent guests on Matters Beyond Wealth include:

1. Christian Rivest
2. Dr. Cindy Barha
3. Dr. Angela Kaida
4. Dr. Khalil Sivjee
5. Nancy Carlson
6. Prashant Patel
7. Tony Maiorino
8. Ali Spinner

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