#007: Staycations and Stock Options with Paul and Cathy - a podcast by The Richard Dri Podcast

Biography: Paul and Cathy have been married for four decades and have been Richard’s clients for over half of that time. Veterans of the broadcast industry and teaching—with Cathy having recently retired from the latter—they are Torontonians through and through. Their comfortable lifestyle is the result of years of careful planning, saving and spending, traits which they have instilled in their equally financially responsible children. In this episode, Paul and Cathy make their case for prioritizing frugality over luxury, offer advice for putting together a will, and explain how the partial school loans their children took out and paid back came back around in a surprising way. 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.

Further episodes of The Wealth Navigator Podcast with Richard Dri

Further podcasts by The Richard Dri Podcast

Website of The Richard Dri Podcast