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The Small Change Big Gains PodcastLife. Money. Action. Its the smallest changes that make the biggest impacts. Author: Jalal Midani, Amy Dietz, Sean Durkin
Life. Money. Action Welcome to Small Change, Big Gains The podcast where we explore how small, intentional decisions can lead to major results in your financial life and personal growth. Whether youre looking to invest smarter, develop better habits, or simply find balance, well learn together how minor shifts can make a big impact. Join us as we unravel experiences, explore practical tips, and hear inspiring stories Lets make it happen, one small change at a time towards Big Gains Both from humble beginnings, Sean and Amy have built a successful, industry leading wealth management and financial advisory practice. From a town of no more than 1500 in Ontario, Amy has been featured on BNN Bloomberg and is an impactful mentor in Women in Capital Markets. After finding success with Campbells Soup, Sean took his career to the next level by getting into the investment world and quickly rose to become an effective & favourite investment manager. ************* The information contained herein has been prepared by Amy Dietz and/or Sean Durkin, Wealth Advisors at NBF. The opinions expressed do not necessarily reflect those of NBF. The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes. National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analy Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 74 -How to Keep More of Your Money| Business-owners | Senior Level Executives | Lottery Winners
Episode 74
Tuesday, 28 April, 2026
How to Keep More of Your MoneyTax Planning & the Annual Wealth Review for Business OwnersFor experienced business owners, keeping more of your money isn’t about last‑minute tax decisions, it’s about having a clear annual review process that connects your business, personal wealth, and long‑term plans.In this episode, we discuss how business owners approach tax planning as part of an annual wealth and tax review, rather than a one‑time filing exercise. This is the type of review many established business owners use to ensure their structures, cash flow, and planning remain aligned as their wealth grows.We cover:How business owners think about tax planning across the yearReviewing business income in the context of total personal wealthCompensation structure, corporate cash, and retained earningsWhy where your wealth is held matters over timeEstate and succession considerations that protect flexibilityHow an annual tax and wealth checklist helps create consistencyThis conversation is designed for business owners who already have advisors and want a practical, repeatable way to review their financial picture each year without overcomplicating it.Free Annual Tax & Wealth Review Checklist for Business OwnersWe’ve created a Free Annual Tax & Wealth Review Checklist based on the framework discussed in this episode.To receive the checklist:📩 Please email charmi.shah@nbc.ca with the subject line “Annual Checklist”, and we’ll send it to you directly.Who this episode is for:Business owners, incorporated professionals, and family business owners who want clarity, structure, and consistency in how they plan for taxes and long‑term wealth.
