HeyJaredThe Clear Money Mindset
This podcast aims to give current and relevant information to help you manage your Money. Ben Davies is a Financial Advisor with Davies Financial-Sterling Mutuals Inc.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 4, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
EP 67 - Fall Financial Checkup (opens the original)
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A review in the fall gives you something a January review can't — time to act on what you find. This episode covers a full check-up: a cash flow review using the categorization your bank has already done, a realistic approach to emergency savings, and the registered accounts with December 31 deadlines. That includes the FHSA, where room only starts building once the account is open, RESP grant timelines that end sooner than most people expect, the RDSP match, and TFSA withdrawal timing that can
EP 66 - Real Estate & Retirement (opens the original)
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Downsizing in retirement sounds simple — sell the big house, buy something smaller, pocket the difference. In reality, it’s one of the most emotional and financially complex decisions Canadians face. In this episode, Ben Davies sits down with real estate agent Alyssa Ismail, mortgage brokers Rob and Sandra Zanet, and real estate & estate lawyer Sebastian Schmoranze for a 360-degree look at what it really takes to make the right move — and the costly mistakes people make when they try to go it al
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