WealthBeing

Whether you want to help yourself or others be better with money, the time you invest in scaling-up your financial expertise has great value. For our conversation during Financial Literacy Month, Derrick and Travis are talking to Island Savings’ Branch Manager, Brooklyn Mann, about how – with a little effort – anyone can become an expert in their own finances or as a career path.  

1:00 Money Problem: After receiving a LinkedIn message, Derrick’s advice to an eager graduate helped him accelerate his financial expertise and his career. 

3:30 Expert Examination: Travis, Derrick and Brooklyn discuss how they developed their financial expertise and the strategies that others can use to expand their knowledge: 

• What it means to be an expert in your own finances, and why it’s the right time to take action. 
• Are financial experts naturally talented at math? 
• Resources that can expand your expertise over your money – and how to identify good sources of information. 
• How Brooklyn, Derrick and Travis became professional financial experts. 
• What you need to know to build a career in banking and investments. 

23:50 Weekly Financial Fix: This week, Travis has an easy task that will connect you with a resource to further your own financial expertise. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

Whether you want to help yourself or others be better with money, the time you invest in scaling-up your financial expertise has great value. For our conversation during Financial Literacy Month, Derrick and Travis are talking to Island Savings’ Branch Manager, Brooklyn Mann, about how – with a little effort – anyone can become an expert in their own finances or as a career path.  

1:00 Money Problem: After receiving a LinkedIn message, Derrick’s advice to an eager graduate helped him accelerate his financial expertise and his career. 

3:30 Expert Examination: Travis, Derrick and Brooklyn discuss how they developed their financial expertise and the strategies that others can use to expand their knowledge: 

• What it means to be an expert in your own finances, and why it’s the right time to take action. 
• Are financial experts naturally talented at math? 
• Resources that can expand your expertise over your money – and how to identify good sources of information. 
• How Brooklyn, Derrick and Travis became professional financial experts. 
• What you need to know to build a career in banking and investments. 

23:50 Weekly Financial Fix: This week, Travis has an easy task that will connect you with a resource to further your own financial expertise. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

No one is an expert at everything – but how skilled are you at making financial decisions? It’s Financial Literacy Month, and this week our WealthBeing hosts are talking with Island Savings’ Branch Manager, Evan Yuan, about what it means to be “bad” with money – and how to make confident, wise decisions instead. 

1:40 Money Problem: When Derrick heard about a new clients’ financial history, he discovered that his awareness and mindset about money was preventing him from even trying to reach his financial goals. 

4:15 Expert Examination: Travis, Derrick and Evan identify the signs of poor money habits and strategies to be “good” with your money: 

• Why people think they are “bad” with money. 
• Identifying poor money habits. 
• How to make financial decisions that serve you well. 
• Resources to self-coach yourself into smart money management. 
• How a financial advisor can kick-start your financial wellbeing. 
• Recovering from a financial failure. 

23:15 Weekly Financial Fix: Travis has one easy way to be good with your money – and avoid temptation – this week. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing , or at [email protected], and we will consider it for a future episode. 

No one is an expert at everything – but how skilled are you at making financial decisions? It’s Financial Literacy Month, and this week our WealthBeing hosts are talking with Island Savings’ Branch Manager, Evan Yuan, about what it means to be “bad” with money – and how to make confident, wise decisions instead. 

1:40 Money Problem: When Derrick heard about a new clients’ financial history, he discovered that his awareness and mindset about money was preventing him from even trying to reach his financial goals. 

4:15 Expert Examination: Travis, Derrick and Evan identify the signs of poor money habits and strategies to be “good” with your money: 

• Why people think they are “bad” with money. 
• Identifying poor money habits. 
• How to make financial decisions that serve you well. 
• Resources to self-coach yourself into smart money management. 
• How a financial advisor can kick-start your financial wellbeing. 
• Recovering from a financial failure. 

23:15 Weekly Financial Fix: Travis has one easy way to be good with your money – and avoid temptation – this week. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing , or at [email protected], and we will consider it for a future episode. 

One of the best ways to become more financially savvy is to learn about what has worked for those who have reached the same goals. This week, our WealthBeing hosts are giving you a review of six books by well-known financial experts on topics from personal finances to building wealth. Listen to find out how  these books will help you improve your financial literacy. 

1:15 Money Problem: When Travis’ client suddenly had to take over the family finances, she needed a solid influx of know-how. 

2:30 Expert Examination: Derrick and Travis discuss how a book can uplift your financial knowledge: 

• Financial book review: “Happy Money: The New Science of Smarter Spending” by Elizabeth Dunn and Michael Norton. 
• Financial book review: “Financially Ever After: The Couples' Guide to Managing Money” by Jeff D. Opdyke. 
• Financial book review: “Think and Grow Rich” by Napoleon Hill. 
• Financial book review: “The Richest Man in Babylon” by George S. Clason 
• Financial book review: The Snowball: Warren Buffett and the Business of Life” by Alice Schroeder. 
• Financial book review: "One Up on Wall Street” by John Rothchild and Peter Lynch. 
• Where to find and how to choose a good financial read. 

28:00 Weekly Financial Fix: Travis encourages you to explore financial literacy that will help you achieve your goals. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

One of the best ways to become more financially savvy is to learn about what has worked for those who have reached the same goals. This week, our WealthBeing hosts are giving you a review of six books by well-known financial experts on topics from personal finances to building wealth. Listen to find out how  these books will help you improve your financial literacy. 

1:15 Money Problem: When Travis’ client suddenly had to take over the family finances, she needed a solid influx of know-how. 

2:30 Expert Examination: Derrick and Travis discuss how a book can uplift your financial knowledge: 

• Financial book review: “Happy Money: The New Science of Smarter Spending” by Elizabeth Dunn and Michael Norton. 
• Financial book review: “Financially Ever After: The Couples' Guide to Managing Money” by Jeff D. Opdyke. 
• Financial book review: “Think and Grow Rich” by Napoleon Hill. 
• Financial book review: “The Richest Man in Babylon” by George S. Clason 
• Financial book review: The Snowball: Warren Buffett and the Business of Life” by Alice Schroeder. 
• Financial book review: "One Up on Wall Street” by John Rothchild and Peter Lynch. 
• Where to find and how to choose a good financial read. 

28:00 Weekly Financial Fix: Travis encourages you to explore financial literacy that will help you achieve your goals. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

It’s Financial Literacy Month during November, which means that it’s time to examine some topics that help people become much more savvy about their money. One of the best skills that you can have is the ability to seize the right financial opportunities. This week, Travis and Derrick have invited Blake Ellis, Investment Advisor for Credential Securities and Senior Wealth Advisor at Island Savings Wealth Management, to talk about their experiences and expertise when it comes to evaluating the good, bad, and unknown of a financial opportunity. 

1:20 – Money Problem: Travis’ client inherited more money than they ever had before. The opportunities for real estate versus stock investments abounded and they couldn’t make the right choice on their own. 

3:40 Expert Examination: Derrick, Travis and Blake pull back the curtain on their own successes, challenges and the principles they’ve learned to find good financial opportunities: 

• Financial opportunities that turned out well. 
• Decisions that didn’t pay off. 
• Missed opportunities. 
• Types of financial opportunities you’ll likely encounter. 
• Red flags for a poor investment opportunity – and the signs of a diamond in the rough. 
• How to get off the fence about a financial opportunity. 
• Bouncing back from a financial fail. 
• Understanding your risk tolerance. 
• How to position yourself for a good financial opportunity. 

29:15 – Weekly Financial Fix: With a little reflection on past hits, misses, and fails, Travis has a task to help you prepare for a winning future financial opportunity. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

It’s Financial Literacy Month during November, which means that it’s time to examine some topics that help people become much more savvy about their money. One of the best skills that you can have is the ability to seize the right financial opportunities. This week, Travis and Derrick have invited Blake Ellis, Investment Advisor for Credential Securities and Senior Wealth Advisor at Island Savings Wealth Management, to talk about their experiences and expertise when it comes to evaluating the good, bad, and unknown of a financial opportunity. 

1:20 – Money Problem: Travis’ client inherited more money than they ever had before. The opportunities for real estate versus stock investments abounded and they couldn’t make the right choice on their own. 

3:40 Expert Examination: Derrick, Travis and Blake pull back the curtain on their own successes, challenges and the principles they’ve learned to find good financial opportunities: 

• Financial opportunities that turned out well. 
• Decisions that didn’t pay off. 
• Missed opportunities. 
• Types of financial opportunities you’ll likely encounter. 
• Red flags for a poor investment opportunity – and the signs of a diamond in the rough. 
• How to get off the fence about a financial opportunity. 
• Bouncing back from a financial fail. 
• Understanding your risk tolerance. 
• How to position yourself for a good financial opportunity. 

29:15 – Weekly Financial Fix: With a little reflection on past hits, misses, and fails, Travis has a task to help you prepare for a winning future financial opportunity. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

When it comes to your financial health, sometimes it pays to be afraid. From creeping interest rates to being haunted by poor decision-making about managing your money, the are many financial boogeymen to avoid. This week, Travis and Derrick are talking about some healthy financial fears with one of Island Savings most established financial experts, Ruth Saunders, Assistant Manager at our Mayfair branch. Take heed of their advice and you’ll live with less financial fear. 

1:30 – Money Problem: Derrick met a couple who came into a significant amount of money, but they still lived in financial fear. Not for their own wellbeing – they were afraid for their kids who hadn’t learned how to protect their financial health. 

4:00 Expert Examination: Derrick, Travis and Ruth uncover specific financial situations that should be cause for concern – and how to avoid getting caught in the trap: 

• Having enough spending control. 
• Thinking a bad credit score is no-big-deal. 
• Planning only as far as the next paycheque. 
• The good and bad of living on borrowed money. 
• Investment fears for the ages. 
• The scary consequences of not knowing your tax situation. 
• How to “insure” you have fewer financial fears. 
• Kids, parents, inlaws – should we be afraid of financial dependencies? 
• Avoid compounding fear about retirement income. 

29:50 – Weekly Financial Fix: It may be simple, but Travis’ advice this week will inspire you to eliminate your financial fears by focusing where it matters most. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode. 

When it comes to your financial health, sometimes it pays to be afraid. From creeping interest rates to being haunted by poor decision-making about managing your money, the are many financial boogeymen to avoid. This week, Travis and Derrick are talking about some healthy financial fears with one of Island Savings most established financial experts, Ruth Saunders, Assistant Manager at our Mayfair branch. Take heed of their advice and you’ll live with less financial fear. 

1:30 – Money Problem: Derrick met a couple who came into a significant amount of money, but they still lived in financial fear. Not for their own wellbeing – they were afraid for their kids who hadn’t learned how to protect their financial health. 

4:00 Expert Examination: Derrick, Travis and Ruth uncover specific financial situations that should be cause for concern – and how to avoid getting caught in the trap: 

• Having enough spending control. 
• Thinking a bad credit score is no-big-deal. 
• Planning only as far as the next paycheque. 
• The good and bad of living on borrowed money. 
• Investment fears for the ages. 
• The scary consequences of not knowing your tax situation. 
• How to “insure” you have fewer financial fears. 
• Kids, parents, inlaws – should we be afraid of financial dependencies? 
• Avoid compounding fear about retirement income. 

29:50 – Weekly Financial Fix: It may be simple, but Travis’ advice this week will inspire you to eliminate your financial fears by focusing where it matters most. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode.