Jason Heath
Managing Director at Objective Financial Partners and a prominent fee-only/advice-only financial planner in Canada, frequently published and interviewed on topics like retirement, tax and estate planning.
Best podcasts with Jason Heath
Ranked by the Snipd community
Oct 7, 2025 • 52min
#27 — Jason Heath: Financial Planning 101
In this conversation, Jason Heath, a leading fee-only financial planner in Canada, tackles essential aspects of personal finance. He discusses the pros and cons of different savings accounts, like RRSPs and TFSAs, and sheds light on reverse mortgages and annuities as retirement tools. Jason emphasizes the importance of deferring CPP/OAS for better income and cautions against trusting finfluencers. He also addresses estate planning pitfalls and the necessity of prioritizing financial goals while balancing saving with enjoying life. A must-listen for anyone planning their financial future!
Mar 27, 2025 • 1h 23min
Important Tax & Investing Changes for 2025 (for Canadians)
Join Jason Heath, a seasoned Certified Financial Planner and personal finance columnist, as he dives into the crucial tax and investing changes coming in 2025. He discusses how new TFSA contribution limits of $7,000 can impact retirement strategies and sheds light on evolving capital gains tax proposals that could dramatically affect taxpayers. The conversation also covers the importance of staying informed about tax implications for trusts and the advantages of effective financial planning to maximize net worth and benefits.
