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Podcast

Money Lessons You Can Teach Your Kids with Susan O’Brien

What is one of the number one tips to ensure lasting generational wealth for your…
Susan O’Brien
Susan O’BrienAugust 13, 2021
Podcast

Financial Planning for Canadian Business Owners

Something my clients often ask me about is how they can start teaching their children…
Susan O’Brien
Susan O’BrienAugust 13, 2021
News & Updates

How a Check-Box Mentality May be Hurting Your Financial Planning Future

I’m kicking off a “Think Again” series with blog posts that cover ideas and practices…
Susan O’Brien
Susan O’BrienJuly 6, 2021
News & Updates

Successful Intergenerational Wealth Transfers: Our Approach & How to Avoid The Most Common Mistakes

Shirtsleeves to shirtsleeves in three generations is a saying that refers to the all-too-common occurrence…
Susan O’Brien
Susan O’BrienMay 28, 2021
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Recent Posts

  • Money Lessons You Can Teach Your Kids with Susan O’Brien
  • Financial Planning for Canadian Business Owners
  • How a Check-Box Mentality May be Hurting Your Financial Planning Future
  • Successful Intergenerational Wealth Transfers: Our Approach & How to Avoid The Most Common Mistakes
  • 5 Mistakes Parents Make When Teaching Children about Money Management
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    • Net Worth Thinking Lens
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  • About the Author
    • About Susan O’Brien
  • Media Kit
  • Resources
    • Blog
    • Podcast
  • Contact
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