#006: Investing In Yourself with Bill and Kate - a podcast by The Richard Dri Podcast

Biography: Bill and Kate have been married for 42 years and are the parents of two daughters who, thanks to setting a good example, have developed healthy financial habits. Following their wedding, Bill and Kate leveraged their mortgage to move from a smaller townhouse to a large detached home, though now as retirees they’ve opted to downsize. Along the way They’ve also had their share of fruitful and not-so-fruitful business ventures, taking away important financial and life lessons from both the ups and downs. In this episode, Bill and Kate discuss how their financial habits were shaped by parental business ventures, how they’ve negotiated allowances with their own children, and why you don’t need to hold onto as many things as you think you need to. Visit richarddri.ca/news/podcasts/ for the full show notes, including lessons and how to get a copy of Richard's book for free! Richard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management. By listening to Dri’s podcasts, you will learn the strategies that successful investors use to become financially independent. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. For more information visit www.scotiawealthmanagement.com. Dri Financial Group is a personal trade name of Richard Dri.

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