Send us a text

#061. In this episode, Justin is joined by Daniel Goldgut, CEO and Co-Founder of Epilogue, to explore how will-making is evolving in Canada. Daniel shares his journey from corporate law to launching a platform that makes estate planning simple, accessible and affordable for all Canadians. We also unpack everything you need to know—from the surprising myths about wills, what happens to your digital legacy when you’re gone and how to protect it, demystifying probate as well as providing practical advice for parents to pass on financial literacy and create a solid legacy.

Show notes and more at:

https://moneydadpodcast.com/session061

Support the show

Send us a text

#060. In this episode, Justin sits down with Li Zhang, Director of Social Impact and Financial Literacy at CPA Canada. Li shares her personal journey from an immigrant childhood shaped by a scarcity mindset to her current role as a financial literacy advocate. They discuss the influence of early money habits, the challenges of balancing saving with spending, and how parents can foster strong financial skills in their children. Discover CPA Canada’s accessible, free financial literacy resources and programs that teach financial concepts to communities, schools, and families across Canada. This episode is filled with actionable insights for anyone wanting to build a healthier relationship with money and raise financially aware kids.

Show notes and more at:

https://moneydadpodcast.com/session060

Support the show

Send us a text

#059. In this episode, we sit down with Megan Betker, a wealth coach, authorized infinite banking practitioner, and real estate investor, as we explore the powerful intersection between infinite banking, financial freedom and family well-being. In this episode, Megan shares her personal journey from working at traditional banks to becoming an independent wealth advisor. We dive into wealth-building strategies like real estate investments, the Infinite Banking Concept (IBC), and how parents can build a financial legacy for their kids.

Show notes and more at:

https://moneydadpodcast.com/session059

Support the show