The loss of a loved one is devastating and can take a toll on women physically, mentally, and financially. This episode features guest Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP a principal, portfolio manager, certified financial planner and trust and estate practitioner at ShortFinancial with iA Private Wealth. Kimberly will guide listeners through the process of widowhood, while providing useful information for women on how to deal with money after the death of a spouse, how get a handle on finances if you have not had that responsibility in the past, how to manage finances moving forward, basics on wills and estates, and where to look for help during this difficult time.
This podcast information was prepared by Kimberley Short who is a Portfolio Manager, CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner for iA Private Wealth Inc. This is not an official program of iA Private Wealth Inc. and the opinions expressed during this podcast are those of Kimberley Short only and do not necessarily reflect those of iA Private Wealth Inc. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This podcast is intended for general information only; please obtain independent professional advice, in the context of the particular circumstances. This episode was recoded on July 21, 2021.
This episode is made possible by the generous support of our national development sponsor, Canada Life.
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S9 E06: Taxing Troubles: The Hidden Impact of Evasion – The Great Heist
S9 E05: Protecting Your Castle – Safeguarding Against Fraudulent Property Sales
S9 E04: Surviving the Shadows – Street Crimes and Robbery
S9 E03: Love, Lies, and Illusions – Unveiling Romance Scams and Money Mule Tactics
S9 E02: Cryptocurrency Scams – The Digital Deception
S9 E01: Money Laundering – The Hidden Trail
S9 Teaser: The dark side of money
S8 E06: What is a Side Hustle? And is it always about Survival?
S8 E05: Preparing the next generation
S8 E04: Will AI take over the Job Market?
S8 E03: Decoding Compensation - Beyond the Numbers
S8 E02: Future-Proofing Your Career - Strategies for Success
S8 E01: Interest Rates, Inflation, and I
S8 Teaser: The future of labour is here
S7 E06: Talking About Debt
S7 E05: Debt in the Golden Years and Beyond
S7 E04: Debt Traps
S7 E03: Credit Scores
S7 E02: When Are You in Over Your Head?
S7 E01: Household Debt in Canada - A Snapshot
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