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Sara Makes Sense

Sara Makes Sense

Sara McCullough

Your financial plan should be understandable, recognizable, and relatable. It shouldn't be complex or confusing to you. Sara McCullough is clear & concise in SARA MAKES SENSE, the financial planning podcast.
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Top 10 Sara Makes Sense Episodes

Goodpods has curated a list of the 10 best Sara Makes Sense episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Sara Makes Sense for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Sara Makes Sense episode by adding your comments to the episode page.

Sara Makes Sense - Is your financial plan working for you?
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02/27/21 • 20 min

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We all know what a financial planner does, right?
We make assumptions.
We believe they are doing all the right things for us.
Sara McCullough breaks down the myths, and the mistakes people make, when working with their financial planner, or choosing one.
They are the planner, but it is your money, it’s YOUR plan. That makes sense.
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - Your home office and your tax return
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02/28/21 • 61 min

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Thousands of Canadians have been working from home for one entire year.
There are many pros & cons, but how does your new “workspace” or “home office” impact your taxes?
What are the benefits?
What can you claim or stay away from?.
Sara talks with our tax expert, James Rhodes. A person who had a front row seat to all the tax mistakes we all make because he worked for the Canada Revenue Agency. An insightful, impactful and timely inside look at the landlines that await when filing your 2020 taxes.
Guest: James Rhodes
[email protected]
See James' presentation information https://www.wddevelopment.ca/Tax-Management.htm
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - To Own or not to Own, is that REALLY the question?
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04/12/21 • 23 min

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Real estate prices are way up.
Regardless, many people feel ownership is THE best path to security and wealth.
Homeowners, especially new ones, get caught between what the bank says they can afford, and what the REAL monthly costs are.
There are options, is renting one of them?
Sara offers real and impactful insight in this episode of SARA MAKES SENSE.
Related blog post: https://www.wddevelopment.ca/blog/
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - Make your cash do its job
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03/29/21 • 33 min

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It happens in life, sometimes through a tax return, severance payment, increased income, inheritance, or the sale of a house. There are occasions when cash comes your way in a lump sum.

It can be a good problem to have, but a solved problem gets you closer to your goals.

In this episode of SARA MAKES SENSE, we withdraw the myths about cash and deposit some useable, workable takeaways to solve your cash problem.

Blog post related to episode: https://www.wddevelopment.ca/blog/

Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - You're alive... but can't make decisions
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05/24/21 • 38 min

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It’s a subject or issue many people ignore.
But by doing advance planning or incapacity planning avoids legal landmines at the worst possible time.
In this episode of SARA MAKES SENSE, Sara speaks with Blair Botsford on why everyone should take control of their situation, well before they can’t control their situation.
Guest: Blair Botsford, O'Sullivan Estate Lawyers, LLP
LinkedIn Profile
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - Decade of healthy aging

Decade of healthy aging

Sara Makes Sense

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05/10/21 • 41 min

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We’re all getting older. It is one of life’s certainties.
However, how we live when we age is something we can control.
But often, aging Canadians and their families wait until difficult decisions have to be made, rather than making them in advance.
In this episode of SARA MAKES SENSE, Sara speaks with an expert of why planning now could save you thousands of dollars and many sleepless nights later.
Guest Margot McWhirter
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - When Life Changes - Divorce & Career Downsizing
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03/15/21 • 30 min

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It happens.
You don’t want it to happen, but relationships change and employees get downsized. Those two events can have a major impact on your finances. There are ways you can navigate both.
Smart, calm, and comprehensive planning is the FIRST step.
Sara works with separating couples and workers who are resetting or even retiring after a layoff.
She offers impactful insight in SARA MAKES SENSE
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - Harsh consequences for dying with no Will in Canada
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06/07/21 • 21 min

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Who inherits your estate in Canada if you have no will? Not who you’d think. Your common-law spouse doesn’t automatically receive it, your former spouse might if you’re separated but not divorced, money bypasses your spouse and goes to your minor children when you’re married. In this episode, Sara explains ‘intestate’, ‘probate’ and why it’s never too late for you to legally document your final wishes.
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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Sara Makes Sense - Insurance: Wants, Wishes and Must Haves
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06/21/21 • 47 min

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Car Insurance. Home Insurance. Life Insurance. Those are the so-called big 3 in the insurance space, but you know insurance can stretch far and wide.

It’s good to have peace of mind, but how much insurance is too much?

In this episode of SARA MAKES SENSE, Sara speaks with Insurance expert Tony Salgado about the real Wants, Wishes and Must Haves of insurance in 2021. Safe to say, you’re covered.

To contact Tony Salgado:
Website
Email
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/

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share episode
Sara Makes Sense - When Life Changed - Divorce & Career Downsizing
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03/15/21 • 30 min

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FAQ

How many episodes does Sara Makes Sense have?

Sara Makes Sense currently has 27 episodes available.

What topics does Sara Makes Sense cover?

The podcast is about Entrepreneurship, Investing, Financial, Podcasts, Finance and Business.

What is the most popular episode on Sara Makes Sense?

The episode title 'Is your financial plan working for you?' is the most popular.

What is the average episode length on Sara Makes Sense?

The average episode length on Sara Makes Sense is 37 minutes.

How often are episodes of Sara Makes Sense released?

Episodes of Sara Makes Sense are typically released every 14 days.

When was the first episode of Sara Makes Sense?

The first episode of Sara Makes Sense was released on Feb 27, 2021.

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