Cover image of show Matters Beyond Wealth

Matters Beyond Wealth

Podcast by mattersbeyondwealthrbc

English

Technology & science

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About Matters Beyond Wealth

Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.

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71 episodes

episode Financial therapy: The emotional connection to achieving financial wellbeing artwork

Financial therapy: The emotional connection to achieving financial wellbeing

The interplay of finance and psychology is changing the way people approach money decisions. To discuss this topic, Leanne Kaufman is joined by Meghaan Lurtz, PhD, Professor of Practice - Advanced Financial Planning and Financial Therapy Certificate Programs, Kansas State University. Related episodes: * Strategies to help you prepare for a financial windfall [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-61-strategies-to-help-you-prepare-for-a-financial-windfall] * Why estate and legacy planning are a vital part of your financial plan [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-59-why-estate-and-legacy-planning-are-a-vital-part-of-your-financial-plan] For more information, visit our website [https://www.rbcwealthmanagement.com/en-ca/].

7 Jan 2026 - 28 min
episode Are you at risk of a cyber attack? artwork

Are you at risk of a cyber attack?

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 Christian Rivest, Vice President of Customer Success at Sigma Loyalty Group.   Related episodes: What happens to my online accounts and assets after I am gone? [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-29-what-happens-to-my-online-accounts-and-assets-after-i-am-gone] Spotting financial elder abuse [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-27-spotting-financial-elder-abuse] Tips to help simplify caregiving from a distance [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-56-tips-to-help-simplify-caregiving-from-a-distance] For more information, visit rbcwealthmanagement.com [https://www.rbcwealthmanagement.com/en-ca/].

22 Oct 2025 - 18 min
episode Five important questions every business owner should answer artwork

Five important questions every business owner should answer

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 joined by Prashant Patel, Vice President of High Net Worth and Business Owner Planning at RBC Family Office Services, and Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions. Related episodes: Estate planning tips for business owners [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-31-estate-planning-tips-for-business-owners] How does a living trust differ from a trust in your Will? [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-51-how-does-a-living-trust-differ-from-a-trust-in-your-will] Rethinking insurance in your estate planning [https://www.rbcwealthmanagement.com/en-ca/podcasts/episode-10-rethinking-insurance-in-your-estate-planning]   For more information, visit rbcwealthmanagement.com [https://www.rbcwealthmanagement.com/en-ca/].

1 Oct 2025 - 18 min
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