Matters Beyond Wealth
Episodes
What does it take to become a ‘SuperAger’
15 Apr 2026
Contributed by Lukas
A thriving cohort of older Canadians is showing how life beyond 100 can be attainable and desirable. To discuss this topic, Leanne Kaufman is joined b...
Financial therapy: The emotional connection to achieving financial wellbeing
07 Jan 2026
Contributed by Lukas
The interplay of finance and psychology is changing the way people approach money decisions. To discuss this topic, Leanne Kaufman is joined by Meg...
Are you at risk of a cyber attack?
22 Oct 2025
Contributed by Lukas
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 C...
Five important questions every business owner should answer
01 Oct 2025
Contributed by Lukas
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 j...
Exercise as medicine: Can working out help protect us from dementia?
27 Aug 2025
Contributed by Lukas
Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults. To discuss this topic, Le...
Can we prevent cardiovascular disease in women?
30 Jul 2025
Contributed by Lukas
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 a...
Closing the gaps in women’s health research
02 Jul 2025
Contributed by Lukas
Did you know that women are often ignored in healthcare research and can spend more of their lives in poor health? The Canadian Institutes of Health...
Preventive healthcare in Canada
06 May 2025
Contributed by Lukas
As we look at our aging population in Canada, or even our own aging, there’s an opportunity to think of healthcare a little differently. Most Canadi...
The dementia grey area
15 Apr 2025
Contributed by Lukas
Learn about navigating and recognizing the early signs of dementia in loved ones. To discuss this topic, Leanne is joined by Nancy Carlson, a children...
Maintaining your lifestyle in retirement and paying less tax
27 Mar 2025
Contributed by Lukas
Taxes can be one of the biggest drains on retirement income. Learn tax-planning strategies to help make your retirement dollars work harder. R...
Strategies to help you prepare for a financial windfall
11 Mar 2025
Contributed by Lukas
Learn strategies for managing a financial windfall whether that be from an inheritance, selling a business or hitting the jackpot. Related episodes...
When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?
26 Feb 2025
Contributed by Lukas
RRSPs can trigger significant tax bills if not organized correctly in your estate plan. Learn the important nuances tied to RRSPs and RRIFs in estate ...
Why estate and legacy planning are a vital part of your financial plan
11 Feb 2025
Contributed by Lukas
Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before. To discuss ...
What would you choose if Medical Assistance in Dying (MAID) was an option?
28 Jan 2025
Contributed by Lukas
Learn how Medical Assistance in Dying empowers Canadians with end-of-life planning and choice. To discuss this topic, Leanne is joined by Helen Long, ...
When does elder care become elder abuse
14 Jan 2025
Contributed by Lukas
Learn elder abuse warning signs and tips to protect aging adults. To discuss this topic, Leanne is joined by Mélanie Couture, professor at Sherbr...
Tips to help simplify caregiving from a distance
10 Dec 2024
Contributed by Lukas
Discover tools to support seniors from afar and ease the emotional burden of long-distance caregiving. To discuss this topic, Leanne is joined by Dr. ...
What year-end financial strategies can help set me up for success?
26 Nov 2024
Contributed by Lukas
See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year. To discuss this topic, Leanne is ...
Common questions about being an executor in Canada
12 Nov 2024
Contributed by Lukas
Understanding estates, probate, and the role of the executor. To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professiona...
What is the loneliness epidemic?
12 Nov 2024
Contributed by Lukas
Learn about the alarming link between loneliness and chronic diseases in older adults To discuss this topic, Leanne is joined by Dr. Rachel Savage, sc...
What are the responsibilities of an executor?
15 Oct 2024
Contributed by Lukas
Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role. To discuss this topic...
How does a living trust differ from a trust in your Will
01 Oct 2024
Contributed by Lukas
We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts To discuss t...
Do I have a bare trust?
17 Sep 2024
Contributed by Lukas
Learn what bare trusts are and if the tax implications apply to you. To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.
What does an executor have to disclose to beneficiaries?
03 Sep 2024
Contributed by Lukas
Listen in as we explore what beneficiaries can expect from executors during the estate settlement process To discuss this topic, Leanne is joined by T...
Be the author of your last chapter
20 Aug 2024
Contributed by Lukas
Tell the story of how you lived and want to be remembered by writing your own obituary To discuss this topic, Leanne is joined by Sandra Martin, award...
Thriving in retirement
06 Aug 2024
Contributed by Lukas
Retirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforce To discuss this topic, Lea...
Why pre-planning your funeral matters
23 Jul 2024
Contributed by Lukas
Pre-planning your funeral protects your loved ones. Learn how you can make it as special and unique as you are. To discuss this topic, Leanne is joine...
Will the changes to the capital gains inclusion rate impact me?
09 Jul 2024
Contributed by Lukas
Learn how changes to the capital gains inclusion rates impacts estates, trusts, the family cottage and other property To discuss this topic, Leanne is...
Exploring living longer with steps to improve your ‘real age’
25 Jun 2024
Contributed by Lukas
Can we truly reset our biology to defy our calendar age, and reboot our bodies back to our decades younger selves? To discuss this topic, Leanne is jo...
What is a dementia village?
11 Jun 2024
Contributed by Lukas
We dive into the future of senior living, beyond conventional options, offering new opportunities that offer support while maintaining a fulfilling li...
In Quebec, what inheritance are common-law spouses entitled to?
28 May 2024
Contributed by Lukas
This is part three of our Quebec-focused episodes. Listen in to learn how common-law couples can navigate their rights and protect their interests in ...
Understanding Quebec’s mandate law changes
14 May 2024
Contributed by Lukas
This is part two of our Quebec-focused episodes. Listen in to learn about the changes to the mandate law in Quebec To discuss this topic, our guest ho...
Why is Quebec significantly reverting back to in-person signatures?
30 Apr 2024
Contributed by Lukas
This is part one of our Quebec-focused episodes. Listen in to learn how the change on virtual signing for most notarial acts will impacts Quebecers To...
How have you put your real estate into your estate plan?
16 Apr 2024
Contributed by Lukas
Probate fees, underused housing tax and helping your child buy their first home—tips for managing real estate in your estate plan To discuss this to...
How could frozen embryos, ancestry apps, and the modern family impact your Will?
02 Apr 2024
Contributed by Lukas
The evolving concept of family and new scientific advancements bring new considerations for estate planners and executors to navigate To discuss this ...
How can my RRSP or TFSA impact my estate?
27 Feb 2024
Contributed by Lukas
Registered plans, such as RRSPs, RRIFs, RESPs, TFSAs, are great tools to save, and might have tax implications for your estate To discuss this topic, ...
What is considered “normal” memory loss versus dementia?
13 Feb 2024
Contributed by Lukas
Understanding dementia and what things can be done to increase brain function To discuss this topic, Leanne is joined by Dr. Howard Chertkow, chair in...
What if I leave my Will to the last minute?
30 Jan 2024
Contributed by Lukas
Explore the consequences and complexities surrounding near-death decisions. To discuss this topic, Leanne is joined by Kirsten Jenkins, Partner at Nor...
Why making a Will is choosing caring over chaos
16 Jan 2024
Contributed by Lukas
Identifying the reasons and the strategies to help us start or update our estate plans To discuss this topic, Leanne is joined by Michael Sherman, hea...
Is your cross-border property in your estate plan?
02 Jan 2024
Contributed by Lukas
Dear snowbirds, listen in to learn important considerations for effective cross-boarder estate planning short description of the episode. To discuss t...
What to know about being someone’s power of attorney
05 Dec 2023
Contributed by Lukas
What to consider when choosing who to name as your substitute-decision maker and what you should know if you’re someone’s power of attorney To dis...
Estate planning tips for business owners
21 Nov 2023
Contributed by Lukas
Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges. To discuss this topic, Leanne is joined by...
Wealth and giving: what are your philanthropic goals?
07 Nov 2023
Contributed by Lukas
Learn ways to include charitable giving as part of your estate plan, providing you the opportunity to give during your lifetime and beyond. To discu...
What happens to my online accounts and assets after I am gone?
24 Oct 2023
Contributed by Lukas
As our digital footprint continues to expand, learn how to address how those digital assets are handled after we’re gone To discuss this topic, Lea...
Do you know what your care costs may be in retirement?
10 Oct 2023
Contributed by Lukas
Learn about the potential costs of care as we age and ways to ensure your wealth plan can support your care plan To discuss this topic, Leanne is j...
Spotting financial elder abuse
26 Sep 2023
Contributed by Lukas
Learn about how to help spot financial elder abuse, to mitigate it and how planning may prevent it
Innovative technology for older adults and caregivers
12 Sep 2023
Contributed by Lukas
Learn about the innovative solutions to help older Canadians stay connected to others, stay independent, and in their homes longer
One year later, what has mattered beyond wealth?
29 Aug 2023
Contributed by Lukas
Highlights of some of the top episodes that resonated with you most over this past year
Collectibles: Unique assets in estate planning—Part two
18 Jul 2023
Contributed by Lukas
From Pokémon cards, Beanie Babies, stamps, coins to NFTs, learn estate planning tips for collectibles items
Art: Unique assets in estate planning—Part one
04 Jul 2023
Contributed by Lukas
Planning for the future of your art collection in your estate
How emotions can impact estate planning
20 Jun 2023
Contributed by Lukas
Using emotional intelligence to better navigate sensitive estate and late life planning conversations with loved ones.
Estate planning tips that can help protect LGBTQ+ individuals
06 Jun 2023
Contributed by Lukas
Estate and incapacity laws can treat and impact the LGBTQ+ community differently than those outside of that community.
The family cottage: managing inheritance of an emotionally tied property
23 May 2023
Contributed by Lukas
Explore the emotional complexities of passing down a family cottage, plus strategies to help prevent family feuds and leave a harmonious legacy.
Leaving a lasting legacy for your kids and grandkids
09 May 2023
Contributed by Lukas
Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics
Six steps to help keep your brain healthy
25 Apr 2023
Contributed by Lukas
Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy
Strategies for caregivers to avoid burnout
11 Apr 2023
Contributed by Lukas
Tips to deal with the challenges and uncertainty of caregiving
Do you have a trusted contact person?
28 Mar 2023
Contributed by Lukas
Learn the difference between a trusted contact person and power of attorney, and why you should have both.
Those with special needs, need special planning
14 Mar 2023
Contributed by Lukas
Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.
How family dynamics can impact your estate plan
28 Feb 2023
Contributed by Lukas
Learn why your family dynamics are important when choosing an executor, passing down belongings and more
What is gendered ageism?
14 Feb 2023
Contributed by Lukas
Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Wo...
Would you create a digital Will?
31 Jan 2023
Contributed by Lukas
The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?
The race to deal with dementia in Canada
17 Jan 2023
Contributed by Lukas
Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada repo...
Rethinking insurance in your estate planning
03 Jan 2023
Contributed by Lukas
How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind
Contentious estates
20 Dec 2022
Contributed by Lukas
Learn what can happen to your executor and beneficiaries when settling an estate goes wrong
Are trusts dead?
06 Dec 2022
Contributed by Lukas
Learn what a trust is and three reasons to consider them as part of your estate planning
What is probate and can it be avoided?
23 Nov 2022
Contributed by Lukas
Learn how you can avoid probate of your Will to benefit your beneficiaries and executors
Planning for life beyond 100
09 Nov 2022
Contributed by Lukas
Maintaining financial security up to age 100 requires long-term planning for health care and living costs.
Aging at home safely and securely
27 Oct 2022
Contributed by Lukas
Learn how aging at home is possible with proper planning for your everyday needs and living space.
Incapacity: Do you know if family decides for you?
14 Oct 2022
Contributed by Lukas
Find out what happens and how to prepare for when you can no longer make your own decisions.
Plan for incapacity: Protect yourself with powers of attorney
28 Sep 2022
Contributed by Lukas
Powers of attorney for property and care are essential. Find out what can happen if you don’t have them.
Create a lasting legacy through charitable giving
28 Sep 2022
Contributed by Lukas
There are many ways to give to make a real and lasting impact, now and in the future.
Where there’s a Will, there’s a plan … sometimes
28 Sep 2022
Contributed by Lukas
Daniel Goldgut and Arin Klug, co-founders of Epilogue Wills discuss the importance of having a Will and a power of attorney in place.