#41: Your Year-End Financial Reset. Tax tips, debt strategies & smart moves for the new year.

As 2025 comes to a close, now is the perfect time to make sure you’re not paying more taxes than you need, and to set yourself up for a strong start in 2026.

In this special edition of The Prosperous and Happy Life Podcast, I team up with my Associate Advisor Vladimir Truskov and Financial Planner Yannick Rivest to share:

Year-end tax planning essentials
Smart strategies for registered accounts
Debt payoff methods to start the year stress-free
Tips for charitable giving and advanced tax moves

Our podcast episode on charitable giving can be listened to here.

You can also listen to our episode on the FHSA here.

Access our Tax Planning Checklist!

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About the Podcast

The Prosperous and Happy Life

Money doesn’t guarantee happiness, but it sure can help. In this podcast, I bring you expert advice on how to achieve not only wealth …. But happiness too!

I shares tips and experiences from my quest to help my clients be prosperous and happy. Over more than 30 years I have worked with thousands of clients and countless experts, all looking to live a rich and fulfilling life. In my podcast interviews I share my stories and wisdom, along with advice from the many experts I have encountered along the way.

About your host

Mary Hagerman

Mary Hagerman is an award winning portfolio manager and investment advisor with the Montreal office of Raymond James Ltd. Considered a female pioneer in building ETF-based discretionary portfolios for her clients, Mary is an expert columnist on ETFs for industry publications in French and English, and she is regularly quoted in the media. Mary combines her personal passion for karate with her professional experience in her book, The Black Belt Investor.

This podcast has been prepared by and expressed the opinions of Mary Hagerman, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This podcast is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this podcast is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund.