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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S6 E06: Living in Retirement
S6 E05: The Challenges and Decisions we Face as we Age
S6 E04: Canada’s Aging Population
S6 E03: Retiring in a Time of High Inflation
S6 E02: Avoiding Conflict in Estate Planning
S6 E01: Retiring in Canada: How Much is Enough?
S5 E06: The Role of Reverse Mortgages in Retirement Planning
S5 E05: Preparing for the Unexpected: Advance Serious Illness Planning
S5 E04: How to Talk to your Banker about your Money Needs
S5 E03: How to Mitigate Financial Peer Pressure
S5 E02: How to Talk to your Partner About Money
S5 E01: How to Talk to your Teen about the Money Side of “Adulting”
S4 E05: Going Alone: After a Relationship
S3 E05 - Tax Time Doesn’t Have to be Taxing
S4 E04: The Working Mother - Juggling Work and Home
S3 E04 - Financial Planning 101 - What You Need to Know
S4 E03: The Working Woman - First Jobs and New Jobs
S4 E02: The “Risky” Woman - Risk and Investing For Women 101
S3 E03: Life Insurance 101 - What You Need To Know
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