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This week, Mitch took to the mic solo, diving into a really important topic: smart financial planning, especially when things feel a little uncertain. He highlighted how easy it is for emotions to drive our financial decisions and why a thoughtful approach is so critical. Mitch also addressed some key listener questions, covering everything from how outside assets fit into the picture and understanding government matching contributions to strategies for maximizing tax benefits and exploring the value a certified financial planner can bring to your investment journey. It's a conversation packed with insights to help you navigate today's financial landscape with greater confidence.

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.

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This week, Don and Mitch explore two timely and thought-provoking topics that could shape your financial outlook.

First, they unpack the retirement of Warren Buffett—what it means for Berkshire Hathaway, the investing world, and the legacy he leaves behind. What lessons can everyday investors take from his decades of wisdom?

Then, they shift gears to something a little more personal: smart budgeting for a wedding. Whether you're planning your own or helping someone close to you, they’ll share practical tips to keep your big day beautiful and financially sound.

Join us for a thoughtful conversation that blends big-picture investing insights with real-life financial planning. Tune in now and take charge of your financial future

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.

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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.

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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.

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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.

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.

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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.

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.