Mom & Dad — Protecting Retirement, Preserving Legacy

December 2025

Today’s episode of Clarity in Wealth is about what really matters—making sure Mom and Dad are financially secure through retirement, and that their assets are transferred efficiently, tax-effectively, and in line with their values.

The Critical 10: Protecting Your Retirement Years

November 2025

Join Ed Simpson as he dives into one of the most critical — but often overlooked — periods of his client’s financial life: the ten years around retirement, what we call the Critical 10.

Your Plan, Your Portfolio, Your Future

October 2025

On today’s episode of Clarity in Wealth, we explore why a strong financial plan can be the bridge between where you are today and where you want to be — in retirement, in protecting your family, in leaving a legacy.

Finding Financial Clarity After Separation or Divorce

September 2025

Join Ed Simpson as he discussed why with the right planning, it’s possible to rebuild with strength and confidence following a separation or a divorce.

Protecting Executive Compensation

August 2025

In this podcast of Clarity in Wealth, we discuss how we help senior leaders bring order to financial complexity. We look at how to protect your equity compensation, without having to sell or trigger unwanted taxes.

Children with Disabilities

August 2025

At Simpson & Partners, we believe every family deserves peace of mind, especially when planning for the long-term care and financial well-being of a child with a disability. This episode is deeply personal and critically important, as we explore key strategies and tools available to you.

Succession of the Family Cottage

June 2025

In this episode of the Clarity in Wealth podcast, you will learn about one of the most complex and emotional topic in estate planning; succession of the family cottage. Join Edward Simpson and he explores how important it is to have a plan that balances emotions, taxes and practicality when looking at the future of the family cottage.