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Empowering Your Wealth, Legacy, and Generosity
The Millennial Money Canada Podcast
Welcome to the Millennial Money Canada Podcast, where hosts Guillaume Girard and Sam Lichtman, Financial Planners at Millen Wealth Advisors, help you build wealth, give generously, and create a legacy you’re proud of.
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Meet Your Podcast Hosts
Leave it up to Millennial
Jan 11
Nick_NJC
Nick_NJC
This team of true professionals understand the market, the demographic, the time we live in and the science- education needed to give advice. Give them a follow and tune in for all their episodes!
Great up-to-date information for Canadians!
2021-12-17
A Mad Monkey
A Mad Monkey
I originally found Millennial Money on TikTok and really enjoyed the informative videos there. Now that there's a podcast, it's even better! First two episodes are great, and I'm sure there's more great content to come!
Our Podcast Will Teach You...
How to Build Wealth
Actionable advice to help you grow your finances, navigate how to invest, and plan for the future.
Tax-Saving Tips
Learn how to maximize deductions, reduce your tax bill, and keep more of what you earn.
To Use Money Tools
Understand how to leverage RRSPs, TFSAs, and other accounts to reach your financial goals faster.
Your Money, Your Legacy
Listen to the Millennial Money Canada Podcast
Focused on millennials, our podcast shares practical advice on managing taxes, understanding key accounts, and growing wealth with confidence for the future you deserve.
May 29, 2025
Ep.023: Costly Tax and Investment Planning Mistakes Made By Business Owners
Guillaume & Sam break down key business owner errors: salary vs dividends, notional accounts, lifetime capital gains exemption, and smart investment strategies.
May 15, 2025
Ep.022: Investment vs Insurance with Graham Bergsma
Guillaume Girard & Graham Bergsma discuss whole life insurance, client-focused planning, estate strategies,and using insurance for financial control and growth.
May 1, 2025
Ep.021: The Swiss Army Knife of Retirement Planning for High-Income Earners
Guillaume, Sam & Tatenda Mawoyo break down RCAs—how they work, who they benefit, tax perks, CRA scrutiny & how RCAs fit into wealth plans.
Apr 21, 2025
EP.020: How To Protect Your Data Against AI Threat Actors
Sam Lichtman & cybersecurity expert Brennen Schmidt break down today’s digital threats—plus how businesses can protect their data & defend against cyber risks.
Apr 3, 2025
Ep.019: The Cost of a Superficial Advisor-Client Relationship with Dr. Moira Somers
Dr. Moira Somers & Sam Lichtman explore the psychology of money, advisor-client trust, procrastination, and how emotions & systems shape financial decisions.
Mar 27, 2025
Ep.018: Money & Mindset: From Scarcity to Abundance
Guillaume Girard shares his journey from scarcity to abundance—highlighting how mindset, planning & perspective shape a fulfilling approach to money & life
Mar 20, 2025
Ep.017: A Supercharged RRSP for Business Owners (Individual Pension Plan)
Tatenda Mawoyo & Guillaume Girard break down Individual Pension Plans (IPPs)—who they’re for, how they work & why they offer major tax & retirement benefits.
Mar 13, 2025
Ep.016: Navigating Marriage & Divorce as a Business Owner with Family Lawyer Chantal Cattermole
Chantal Cattermole & Guillaume Girard talk prenups, divorce, spousal support & planning for business owners—plus how to protect assets & separate gracefully.
Mar 6, 2025
Ep.015: How to Find a Financial Advisor in Canada with Jason Watt
Sam Lichtman & Jason Watt explore how to choose a financial advisor in Canada, the advice gap, fiduciary standards, & key questions clients should ask
Feb 27, 2025
Ep. 014: Must-Have Health Accounts for Canadian Business Owners
Guillaume & Kyle Welsh discuss MyHSA’s health & wellness spending accounts, company culture, flex plans & custom solutions for business owners & employees.
Feb 20, 2025
Ep.013: Five Money Habits of Wealthy Millennials
Guillaume & Sam discuss the strategies wealthy millennials use to achieve their first million, covering entrepreneurship, real estate, risk management & advice.
Feb 13, 2025
Ep. 012: Giving is a Mindset with Charitable Impact Founder John Bromley
Guillaume, Sam, & John Bromley discuss charitable giving, donor-advised funds, tax benefits & encouraging the next generation of philanthropists about Impact.
Feb 6, 2025
Ep.011: Investment Frameworks the Industry Doesn't Want You to Know – My Lessons from the Inside
Guillaume discusses Millen Wealth's investment strategies, risk management & key theories like modern portfolio theory, advocating for index & more!
Jan 30, 2025
Ep.010: Is Life Insurance a Need or a Preference?
Guillaume Girard & Sam Lichtman explore life insurance options, personalized planning & the differences between term & permanent insurance for every life stage.
Jan 23, 2025
Ep.009: Here’s What To Do With Your Pension
Guillaume Girard & Sam Lichtman discuss pension options, LIRA, RRSPs, tax planning & income-splitting strategies for optimizing retirement savings & taxes.
Jan 16, 2025
Ep.008: How to Settle an Estate, Pick an Executor, and Avoid Family Fights with David Edey
Guillaume Girard, Sam Lichtman & David Edey discuss the vital role of executors in estate planning, family communication & preparing for a meaningful legacy.
Jan 9, 2025
Ep.007: Passive vs Active - What’s the Best Investment Choice?
Guillaume Girard & Sam Lichtman discuss investing principles, political impacts on the market & the role of financial planning in achieving investment success.
Jan 3, 2025
Ep.006: Crush Your 2025 Goals (Your Blueprint for Success)
Guillaume Girard & Sam Lichtman discuss goal setting for 2025, using the SMART model to achieve financial, personal & health goals with accountability.
Dec 19, 2024
Ep. 005: Tax Changes Everyone Needs to Know in Canada
Guillaume Girard, Sam Lichtman & tax expert Mohammed Al-khooly discuss 2025 tax strategies, income splitting, capital gains tax & emotions with finances.
Dec 12, 2024
Ep.004: Financial Planners Debate: TFSA vs RRSP
Guillaume Girard & Sam Lichtman explore RRSPs, TFSAs, tax strategies & generational wealth planning to help millennials maximize savings & long-term goals.
Dec 5, 2024
Ep.003: Navigating the Mortgage Landscape in Canada with Matthew Shantz
Guillaume Girard, Sam Lichtman & Matthew Shantz talk mortgage trends, financial literacy & strategies for self-employed people in the Canadian housing market.
Nov 28, 2024
Ep.002: Millennial Housing Crisis - Is a home worth it?
Guillaume Girard and Sam Lichtman discuss real estate investment, financial literacy, and wealth-building strategies for millennials in today’s evolving market.
Nov 20, 2024
Ep. 001: Creating a Millennial Finance Firm
Join Guillaume Girard & Sam Lichtman as they discuss financial planning, overcoming challenges & empowering millennials with solid financial advice & literacy.
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We assist Millennials in building wealth so they can live well, give generously and leave a legacy.
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