You don’t need a podcast to tell you that estate planning is tough but necessary. It can be stressful, it can be messy, and it can be the source of conflict and confrontation—but it doesn’t have to be.
Larry and Kimberley Short are Partners at ShortFinancial with iA Private Wealth and partners in life. They’ve combined their knowledge and experience to write The Last Act: Closing the Book on Your Finances, a guide to everything estate planning. Today Larry and Kimberley will join us to talk about what estate planning is and how to uncomplicate it
Additional resources:
Preorder the book on Indigo now:
The Last Act: Closing the Book on Your Finances, Book by Larry and Kimberley Short (Paperback) | www.chapters.indigo.ca
Download transcript
This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have.
This episode is made possible by the generous support of our national development sponsor, Canada Life.
The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.
This episode is made possible by the generous support of our national development sponsor, Canada Life.
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 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 E06: Going Alone: After Loss of a Spouse or Partner
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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