AM I RICH YET?

• Episode #23: Financial Advice to Action: Transforming Income Potential

  Episode #23 of the 'Am I Rich Yet' podcast, hosted by Georgia Gen Z, an MBA student, and her retired financial advisor father, Rob, discusses strategies to grow one's income. They emphasize redefining success by focusing on personal happiness rather than just income. Rob shares advice from his career, including prioritizing tasks given by a boss, being proactive in the office, leveraging company benefits, and aligning with company values. They discuss the impact of AI on job markets and emphasize the value of advice from older generations. The podcast aims to help millennials and Gen Zs make informed financial decisions.

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• Episode #22: Advisor Insights: When to Seek Their Help

  Episode #22 of the 'Am I Rich Yet' podcast, hosts Georgia and her father, Rob, discuss whether hiring a financial advisor is necessary. They explore different types of financial advice, including DIY investing, robo-advisors, bank advisors, full-service financial advisors, and fee-for-service advisors, detailing the pros and cons of each. They emphasize factors such as fees, quality of advice, and personal needs. They also answer a listener's question about investing via online platforms and suggest strategies for beginners.

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• Episode #21: The Tug-of-War Between Lifestyle and Savings

  Episode #21 of the 'Am I Rich Yet' hosts Rob, a retired financial advisor, and Georgia, a Gen Z MBA student, explore balancing lifestyle and finances. They discuss common financial challenges faced by younger generations, the impact of social spending, and budgeting for special events. Key advice includes knowing your budget, being honest about financial commitments, and the concept of 'spending money to make money.' They emphasize the importance of saving while enjoying life and caution against overspending to keep up with peers. The episode concludes by stressing the value of understanding financial priorities.

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• Episode #20: The Delicate Dance of Love and Money

  Episode #20 of the 'Am I Rich Yet' podcast features Georgia, a Gen-Z MBA student, and her retired financial advisor dad as they discuss the crucial topic of Love and Money. They address audience queries on managing finances in relationships through a rapid-fire Q&A session. Topics covered include splitting expenses, joint bank accounts, different financial personalities, setting joint savings goals, and the importance of effective financial communication. They share anecdotes and advice to promote financial transparency and planning among couples, emphasizing the importance of early and ongoing financial discussions.

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• Episode #19: Easy Ways to Cut Your Tax Bill

  Episode #19 of the Am I Rich Yet podcast dives into practical tax strategies for Millennials and Gen Z. Georgia and Rob cover maximizing FHSA, RRSP, and TFSA contributions, avoiding interest income in taxable accounts, investing for capital gains, and ensuring fees are tax-deductible. They also share tips on charitable giving, Canadian vs. US ETFs, and harvesting capital losses, before answering listener questions on tax hacks and deductions.

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