Episodios

  • May 3 2025 - Canadian Election results - Possible effects on your personal finances
    May 3 2025

    Send us a text

    Dive into the latest episode with Don & Mitch as they unravel the impact of the new Liberal minority government's policies on your wallet!

    From minimum RIF withdrawals to disability tax credit eligibility. The housing policies might reshape the market the potential job skills and training support for workers in healthcare, manufacturing, construction, and technology sectors.

    Tune in for insightful discussions that could help you navigate these changes and make informed decisions about your personal finances. Don't miss out!

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    19 m
  • April 26 2025 - Canadian Election & Political Landscape / Tax Deadline & Stock Market Volatility / Navigating Tax Changes Post-Divorce / Debunking the 'Sell in May' Myth
    Apr 26 2025

    Send us a text

    Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health.

    This week’s topics:

    • Canadian Election & Political Landscape
    • Tax Deadline & Stock Market Volatility
    • Navigating Tax Changes Post-Divorce
    • Debunking the 'Sell in May' Myth

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    20 m
  • April 19 2025 - Tax Planning & Tax Credits for Seniors / Life Insurance for Young People / Term 20 vs. Term 10
    Apr 22 2025

    Send us a text

    Planning Your Financial Future is your go-to podcast for expert financial advice with Don and Mitch Fox from Fox Group Private Wealth Management. Don and Mitch cover everything from budgeting tips to investment strategies to help you make the most of your money. If you’re looking to take control of your financial future, you’re in the right place.

    This week, Don and Mitch discuss:

    • The importance of monitoring interest rates and inflation trends for future financial planning.
    • Pension splitting and tax optimization for clients over 65 years old during tax season consultations.
    • Available tax credits for those over 65
    • Educating younger clients on the importance and benefits of getting life insurance early.
    • Employer-provided life insurance. Is it adequate coverage?


    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    21 m
  • April 12, 2025 - Navigating Media Sensationalism / Market Volatility / Long Term Planning
    Apr 12 2025

    Send us a text

    Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health.

    This week’s topics:

    · Navigating Media Sensationalism and Investing

    · Market Volatility and Long-Term Planning

    · Market Investment Strategies and Challenges

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    20 m
  • April 5, 2025 - Spending Habits / Retirement / FHSA vs. RRSP
    Apr 5 2025

    Send us a text

    Whether you’re looking to invest, save, or plan for your future, Don & Mitch Fox years of expertise will help you explore the best financial strategies tailored for your journey to financial freedom!

    This week’s topics:

    · Evolving Spending Habits Across Lifetimes

    · Retirement Spending Patterns and Healthcare Costs

    · FHSA vs RRSP Home Buyers' Plan

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    22 m
  • March 29, 2025 - Early Retirement / Financial Spring Cleaning
    Mar 29 2025

    Send us a text

    From budgeting tips to investment strategies, Don & Mitch cover it all to help you make the most of your money. If you want to take control of your financial future, you're in the right place.

    This week's topics:

    • Challenges of early retirement
    • Financial spring cleaning tasks

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    16 m
  • March 22, 2025 - Deductions vs. Credits / Tax credits / Optimization / TFSA
    Mar 22 2025

    Send us a text

    Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health.

    This week’s topics:

    • Deductions vs Credits in personal Taxes
    • Tax Credits for Maximum Savings
    • Financial Planning & Tax Optimization
    • TFSAs: Benefits, Pitfalls, & Contribution

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    22 m
  • March 15, 2025 - Reflecting on Covid 19 impact / Personal Finances / Interest Rates
    Mar 15 2025

    Send us a text

    From managing debt to growing your investments, Don & Mitch Fox cover many topics to help you achieve your financial goals.

    This week’s topics:

    - 5th anniversary of the COVID-19 Pandemic, reflecting on the impact on people and the economy.

    - Current market uncertainty and personal decisions on finances

    - How to maintain stability amidst economic challenges

    - Interests rates

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

    Investors Group Financial Services Inc.

    Más Menos
    24 m
adbl_web_global_use_to_activate_webcro805_stickypopup