Weekly Round-Up -- May 14, 2026

Good morning! We hope you all had a wonderful Mother’s Day celebrating all the amazing mothers and mother figures in your lives.

This week Dave sits down with Daniel Glazier for a fascinating conversation on estate planning, family conflict and why sentimental belongings often cause more problems than money. From family heirlooms to wedding rings, Daniel shares practical ways families can avoid unnecessary conflict later on.

Also, we’ve launched a brand-new initiative called Project FLIP — Financial Literacy Improves Productivity. We’re offering companies the audiobook version of the fully updated “The Wealthy Barber” for employees at an ultra-low cost because we genuinely believe better financial literacy reduces stress and improves productivity. If you’re interested, email [email protected] or message us on any of our social channels.

PODCAST
Daniel Glazier: Appraisals & How to Avoid Family Conflict Over Your Estate

Our guest this episode is Daniel Glazier — a Certified Personal Property Appraiser (CPPA) with more than 25 years in the designation. Daniel spent decades in the used furniture and antiques trade before moving into appraisals full-time and has now completed over 1,000 appraisal reports for families, executors, lawyers and financial institutions across Southern Ontario.

In this episode, Dave and Daniel dive into the often-overlooked world of personal property appraisals and why so many family fights after a death have nothing to do with money and everything to do with stuff. They cover the endowment effect, Daniel's "VHS system" for identifying the items most likely to cause conflict, how to resolve disputes over contested belongings and why making a plan ahead of time is one of the most important and overlooked parts of estate planning.

Whether you're working on your own estate plan, helping a parent downsize or settling an estate as an executor, this episode is packed with practical insights that could save your family real money and a lot of unnecessary conflict. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms!

THROWBACK THURSDAY
3-Sentence Summary of Estate Planning

⏪Throwback Thursday: If you remember nothing else about estate planning… remember this.

“The key things you need to know about estate planning. In three sentences.”

Happy Mother’s Day!

Happy Mother’s Day 💐

INVESTING
All-in-One ETFs for Canadian Investors

Mark McGrath breaks down how all-in-one ETFs simplify investing and why their fees are so low.

INVESTING
Perfectly Optimizing Your Finances vs. Simplicity

Dave and Mark McGrath discuss why keeping your finances simple can be more effective than chasing perfection.

“Le Barbier riche” Hits the Shelves

The French translation of “The Wealthy Barber,” “Le Barbier riche,” is officially available.

You can now find it at bookstores across Quebec, including Renaud-Bray, Archambault, Raffin, and La Liberté. It’s also available through Indigo for shipping across Canada.

We’re excited to make this accessible to even more Canadians—thank you for all the continued support.

The Perfect Mother’s Day Gift

INVESTING
Send This to Your HR Department

Talk to your employer/CFO/HR department about Project FLIP. Best ROI ever.

ESTATE PLANNING
How to Avoid Family Estate Conflict with The VHS System

Daniel Glazier explains his VHS system for identifying the items most likely to cause family conflict: valuable, heirloom and sentimental.

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