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Matters Beyond Wealth

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Matters Beyond Wealth
Latest episode

70 episodes

  • Matters Beyond Wealth

    Financial therapy: The emotional connection to achieving financial wellbeing

    2026-1-07 | 28 mins.
    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

    Why estate and legacy planning are a vital part of your financial plan

    For more information, visit our website.
  • Matters Beyond Wealth

    Are you at risk of a cyber attack?

    2025-10-22 | 18 mins.
    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?

    Spotting financial elder abuse

    Tips to help simplify caregiving from a distance

    For more information, visit rbcwealthmanagement.com.
  • Matters Beyond Wealth

    Five important questions every business owner should answer

    2025-10-01 | 18 mins.
    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

    How does a living trust differ from a trust in your Will?

    Rethinking insurance in your estate planning

     

    For more information, visit rbcwealthmanagement.com.
  • Matters Beyond Wealth

    Exercise as medicine: Can working out help protect us from dementia?

    2025-8-27 | 14 mins.
    Studies in Canada have found that specific workouts can help protect the brain from brain-aging diseases in older adults.

     

    To discuss this topic, Leanne is joined by Cindy Barha, Canada Research Chair in Neuroscience, Brain Health and Exercise at the University of Calgary.

    Related episodes:

    The dementia grey area

    The race to deal with dementia in Canada

    For more information, visit our website.
  • Matters Beyond Wealth

    Can we prevent cardiovascular disease in women?

    2025-7-30 | 25 mins.
    Research has shown that within the first five years after giving birth, women start to develop many of the risk factors that lead to premature heart and brain diseases. But very few women in Canada receive any screening or treatment for these cardiovascular risk factors.

    To discuss this topic, Leanne is joined by Dr. Kara Nerenberg, an associate professor and clinician scientist at the University of Calgary.

    Related episodes:

    Closing the gaps in women’s health research

    Preventive healthcare in Canada

    For more information, visit our website.

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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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