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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S4 E01: The Money Mindset - Changing the Way Women Relate to Money
Small Business Series – E07 – Entrepreneurship in Uncertainty
Small Business Series – E06 – How entrepreneurs are adapting to the pandemic
Small Business Series – E05 – Making Heads and Tails of Taxes
Small Business Series – E04 – Futureproofing My Business
Small Business Series – E03 – Mental and Emotional Toil for Small Business Owners
Small Business Series – E02 – Re-evaluating my business model
Small Business Series - E01 - Making Tough Decisions - Restructuring Your Business
S3 E02: A Window Into Working From Home: Protecting You and Your Employer
S3 E01: Put Your Money Where Your Mouth Is – The Kids Edit
COVID-19 Special Series E06 - Retirement in the Unknown
COVID-19 Special Series E05 - Investing During Major Market Swings
COVID-19 Special Series E04 - Saving with Volatile Incomes
COVID-19 Special Series E03 - Tax in Turbulent Times
COVID-19 Special Series E02 - Dealing With Debt in a Crisis
COVID-19 Special Series E01 - Mental Wellness During a Pandemic
S2 E05 - That Side Hustle Life
S2 E04 - Will These Kids Be Alright? – Canada’s Financial Future
S2 E03 - Understanding The Journey – The CPA Canada Financial Literacy Story
S2 E02 - Fitting Financial Literacy Into Your Program
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