Shows
Canadian Wealth WisdomQ2 2025 Market UpdatePaul Simon, Portfolio Manager and Head of Fixed Income at TriDelta discusses recent U.S. policy uncertainty, the declining U.S. dollar, and debt sustainability among global governments.2025-07-1718 min
Canadian Wealth WisdomTriDelta Celebrates 20 Years2025 marks 20 years since the TriDelta team began working with Canadians. Kyle Taylor and TriDelta founder, Ted Rechtshaffen discuss how wealth management has changed over the prior two decades and our vision for the future.2025-05-0118 min
Canadian Wealth WisdomQ1 2025 Market UpdateCameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses the impact of global tariffs and which companies are well positioned heading into the remainder of 2025.2025-04-1028 min
Canadian Wealth WisdomQ4 2024 Market UpdatePaul Simon & Kyle Taylor discuss market returns in 2024, what to look for in 2025 and picks for Canadian preferred shares.2025-01-3016 min
Canadian Wealth WisdomMaximizing Your Retirement: CPP & OASAdvisor and Portfolio Manager, Kyle Taylor provides an overview of CPP, OAS, and strategies for maximizing your retirement benefits while minimizing tax.2024-10-3011 min
Canadian Wealth WisdomQ3 2024 Market UpdatePortfolio Manager's Kyle Taylor and Cameron Winser sit down to discuss interest rates, new market leaders, and what investors can expect from the U.S. election.2024-10-3024 min
Canadian Wealth WisdomQ2 2024 Market ReviewPaul Simon & Kyle Taylor discuss rising correlations among stocks and bonds, how to position your bond portfolio into 2025, and what to expect from interest rates moving forward.2024-07-1828 min
Canadian Wealth WisdomTax Saving Strategies for Your CorporationAsher Tward and Kyle Taylor sit down to discuss the role insurance can play in protecting Canadian business owners from unnecessary tax and how to properly utilize insurance to maximize your estate.2024-07-1634 min
Canadian Wealth WisdomNavigating Insurance Throughout Your LifeJay Bernbaum and Kyle Taylor discuss the importance of insurance throughout our lives, examine how our needs change as we get older, and how best to integrate insurance into your financial plan.2024-07-1622 min
Canadian Wealth WisdomWhat is Critical Illness Insurance?Josh Tward and Kyle Taylor discuss the importance of critical illness insurance for Canadians and how to determine the best policy to fit your needs.2024-07-1609 min
Let's Talk Tri DeltaWhy YOU Should Go to Tri Delta’s Convention From Two Seasoned AttendeesEve and Amy share the amazing small-world story of their connection and delve into a deep conversation about the impact of Tri Delta’s Convention on their lives. They open up about their love for Convention and the multitude of learning opportunities and inspiration that comes from being exposed to new people and ideas, all while enjoying the bonds of sisterhood. Eve and Amy paint a vivid picture of the unique experience and energy found at Convention, explaining that it is “unlike anything you’ll experience within your smaller groups” and how “the blend of tradition, history and ritual is like not...2024-06-0428 min
Ready Set Do w/ Naman PandeyHow to (Curate &) Maximize your MS in US Experience (MBA pov) - w/ ShivangiIn this episode, my guest is Shivangi Sharma, who at the time of recording is an upcoming MBA graduate at UCLA. While each person’s experience of getting an MBA degree can be very distinct, Shivangi’s experience is best described with a term I contrived - the 360 MBA.
We discuss:
a framework for how to choose and get into your dream school in the US. Shivangi helps lay down a framework for exactly where to start, how to assess your options once you graduate, and how to find and reach out to yo...2024-05-161h 02
Canadian Wealth WisdomQ1 2024 Market UpdateCameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses key investment developments from the first three months of 2024 and where he sees opportunities into the rest of the year.2024-05-0227 min
Canadian Wealth WisdomFinancial Facelift with Matt Ardrey – Meet David & GretaOriginally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When David and Greta should begin CPP and OAS? How can they build a retirement “paycheque” to support themselves and achieve their goals?2024-05-0222 min
Canadian Wealth WisdomFinancial Facelift with Matt Ardrey – Meet Margaret & NormanOriginally published in the Globe & Mail December 8th, 2023, Matt Ardrey discusses the real financial plan he developed for Margaret and Norman. Matt answers several important questions such as: Can Norman retire now? Can they help their two adult children without jeopardizing their own retirement plans?2024-05-0215 min
Canadian Wealth WisdomPlanning for Retirement as a Single ParentMichelle Hung discusses a real planning scenario and the challenges facing single parents looking to retire and help their kids.2024-05-0215 min
Canadian Wealth WisdomTransitioning to Retirement as a High Income EarnerBrad Mol discusses a real planning scenario on how a high-income professional can transition into retirement and meet their spending goals while saving on tax.2024-05-0222 min
Canadian Wealth WisdomWhat is the Value of a Financial Advisor?Is there value in working with a wealth advisor? Matt Ardrey and Kyle Taylor discuss ways in which advisors can help avoid acting on impulse, ensuring Canadians have a well thought out plan for what’s next in life, and having a partner to help you navigate the noise in financial media.2024-05-0219 min
Canadian Wealth WisdomWhy TriDeltaTed Rechtshaffen and Kyle Taylor sit down to discuss the founding of TriDelta Private Wealth and what clients can expect when working with our team.2024-04-2622 min
She Believed She Could™ PodcastTri Delta's 3D Body Image Program with Dr. Melody Moore and Karen WhiteKAREN WHITE / Tri Delta Nat’lPrior to joining Tri Delta, Karen served as Senior Vice President of Strategic Partnerships for ALSAC, the fundraising arm of St. Jude Children’s Research Hospital. In this role, she led the organization’s corporate, sports and fitness fundraising and awareness efforts, working with Fortune 500 companies and professional sports leagues. Karen also oversaw the organization’s fitness fundraising initiatives. She held a similar position for Susan G. Komen as the Director of Sponsorship and Sports. MELODY MOORE Melody Moore, Ph.D., RYT is a social entrepreneur...2024-02-0623 min
Let's Talk Tri DeltaJulie Roe Lach: Breaking boundaries in sports, leadership and life!Join us for a captivating conversation with Julie Roe Lach, Millikin, NCAA Division One Conference Commissioner of the Horizon League. Julie reflects on her Tri Delta experience, offers insights into the dynamic world of college sports and sheds light on the challenges and issues affecting student-athletes today.Julie's journey began as she transitioned from a Tri Delta collegiate leader to a prominent lawyer and advocate in college sports. Her story is a testament to resilience and shattering boundaries. Julie draws parallels between her role as a team captain and her leadership within Tri Delta, revealing how these...2023-10-3125 min
Let's Talk Tri DeltaSyracuse Sisters! An Intimate Chat About Friendship, Balance and BusinessThey were three best friends—and Tri Delta sisters—armed with a cocktail napkin and a groundbreaking idea. Meet the trio behind Panic Panties, best friends who have skillfully balanced work and play, overcoming life's obstacles through mutual commitment, steadfast support and shared joy. Their personal stories provide a glimpse into the ups and downs of entrepreneurship—steering a successful company that's changing the industry by making luxurious panties conveniently accessible.Prepare to join in the camaraderie as if they were your very own best friends during this candid conversation about, well, panties! This episode is brimming with g...2023-08-3033 min
Let's Talk Tri DeltaImprov ... No regrets, justs or buts ...Starting with the power of "yes, and"—the ultimate mantra of improv that takes conversation to the next level—and finishing with tips from her book, “Fear is my Homeboy,” Judi encourages us to befriend fear and use it to push us to where we need to go. From taking her first improv class at age 30 to embracing the unexpected in sketch comedy—and life—she encourages us to live bigger, be bolder and shine brighter! And ... learn why Judi wages war against the words "just" and "but”! Judi reminds us to remix our lives, change things up and tap into our i...2023-07-1228 min
Let's Talk Tri DeltaTri Delta – A Powerful Women’s NetworkWhile everyone knows about the amazing experience we offer our collegiate members, not as many of you are aware of the powerful and engaging growth and development opportunities we offer our alumnae. Our latest offering is one of a kind and so exciting that we decided to devote today’s podcast to sharing more about the LEADDD Network. Through the LEADDD Network, we will provide ways to make connections with other professional women who happen to be your Tri Delta sisters! The Network will have specific content curated in a way that it’s not just programs … it’s an exper...2023-01-2415 minLet's Talk Tri DeltaHome Away From Home: Tri Delta HousingTri Delta offers a home away from home for our sisters. And often, that home away from home includes an actual Tri Delta house where members live and enjoy the once in a lifetime experience of living with their sisters. VP of Housing and Operations Dan Duncan joins us this episode to speak about Tri Delta Housing and how we are leading the way on the housing front and prioritizing the living experience. Tri Delta Housing is lucky to have a whole team of professional staff who work tirelessly to ensure that our Tri Delta homes are safe, comfortable...2023-01-1233 minLet's Talk Tri DeltaRemembering Sarah Ida Shaw on Founders’ DayWe open up the archives to learn about our Founder with the help of Fraternity Archivist Beth Applebaum, Texas Christian, and Chair of the Tri Delta Alliance Ginger Hicks Smith, Emory, a retired professional archivist. Beth and Ginger read excerpts from letters written by some of Tri Deltas greatest leaders like R. Louise Fitch, Knox, and Ernestine Block Grigsby, Colorado. These memories paint a portrait of who Sarah Ida Shaw (later Ida Shaw Martin) was, from those who knew her best. Their letters recall the founding, Sarah’s commitment to the broader fraternal movement, Tri Delta’s expansion west and...2022-11-2218 minLet's Talk Tri DeltaCEO, Mentor and Sister: Why Ashley McClellan Gives Back to Tri DeltaAshley McClellan, Southern Methodist, is a long serving CEO in the healthcare industry who credits much of her success as an executive to her time serving as collegiate chapter president at SMU. She talks about how a special alumna mentored her as a collegian and why mentorship remains an important part of her career and life. Ashley also speaks of the importance of sponsorship among women of all ages. A passionate philanthropist, Ashley discusses how she has given back to Tri Delta through an endowed scholarship through Tri Delta’s Foundation. With Tri Delta’s Day of Giving coming up...2022-11-1419 min
Sorority ChatDan Duncan & Kelley Schillig: Preserving your chapter’s history and telling its story through housingDan Duncan and Kelley Schillig, of Tri Delta Housing, have a combined 30 years of Greek property management experience. They come to Sorority Chat to share their method for preserving a chapter’s history and ensuring the facility tells the chapter’s story.
In this episode you will learn:
-how to address a plethora of chapter composites
-what to consider when digitizing composites
-tips for what items should be on display in the sorority house
-what pieces need to make it to your organizations headquarters or executive office for preservation
2022-11-1435 minLet's Talk Tri DeltaProtecting and Preserving Our History: Digitizing Tri Delta’s ArchivesToday’s episode, we are joined by Dr. Kristen Gwinn-Becker, Founder and CEO of HistoryIT. Our partnership with HistoryIT allows us to save our history and digitize it for preservation and accessibility. With physical forms of history in danger of deterioration, digitizing our treasured past allows for easy access from any computer or mobile device. Upon completion of this project, Tri Delta will have more than two million pieces readily available at www.tridelta.historyit.com! Members will have access to printed materials and audio/visual from our founding up to present day. This digitization allows for us to un...2022-08-2313 minLet's Talk Tri DeltaSisters Helping Sisters: Three Deltas Share Stories of KindnessWe are celebrating our sisters as we approach our annual Day of Giving on Friday, Nov. 12, just ahead of World Kindness Day. Tri Delta’s Foundation Board Chair Stacey Cox, Southern Methodist, is joined by three alumnae who share why they give and how it makes a difference in the lives of their sisters. Lexi Leggs, Millikin, is a young alumna who received a scholarship as a collegian, which helped alleviate financial constraints so she could focus on her academics and chapter leadership. Leah Jochim, Ottawa, gives back to the Foundation through a company matching program which allows her to...2021-11-0921 minLet's Talk Tri DeltaLEADDD Now: Self-Assessment and Growth Mindset on the DEI JourneyFollowing the racial unrest of 2020, Lauren Whitman, Delaware, took it upon herself to create DEI programming for Epsilon Upsilon Chapter to open communication among chapter members, even with difficult conversations. A key part of her programming is a self-reflection exercise, used for members to assess their own DEI journey before and after they participate in training. Lauren designed the chapter’s resources and training with a focus on growth mindset, and it’s already having an impact on members. Learn more about the work of our collegiate members like Lauren and Epsilon Upsilon Chapter as we create a more equit...2021-06-0814 minLet's Talk Tri DeltaLEADDD Now Conversation - Texas Tri Delta Leads the Way on Inclusion EffortsTri Delta’s Theta Zeta Chapter at the University of Texas has been hard at work with efforts on diversity, equity and inclusion, starting with eliminating preferential treatment of legacies during recruitment. Before Tri Delta made this organizational change, collegiate chapter president Ainslee Harrison was leading the charge for her chapter. Theta Zeta is eager to eliminate barriers in the recruitment process to make a more inclusive experience to welcome members to Tri Delta sisterhood. Ainslee also discusses how her chapter began utilizing a third-party reference for potential new members during recruitment. As DEI leaders in the Texas Panhellenic co...2021-05-1216 minLet's Talk Tri DeltaLEADDD Now Conversation – Emily GreerThis episode features Emily Greer, Rhodes, one of Tri Delta’s first Black Sisters to serve on the Executive Board. Emily recognizes that her service to Tri Delta comes at an important time in our organization’s history where we are able to add voice to action. As Chief Administrative Officer for ALSAC/St. Jude, Emily brings a wealth of experience in human resources and explains how diversity in an organization equals more revenue and success overall. She discusses how our LEADDD Now action plan is a strong start to diversity, equity and inclusion as the plan has accountability and...2020-09-2928 minLet's Talk Tri DeltaTri Delta: "Ever-Growing and Purposeful" A Conversation with Ginger Hicks SmithGinger Hicks Smith, Emory, lifelong Tri Delta volunteer and leader, gives a historical perspective of major challenges in our history. Turning back the pages of Tri Delta’s archives, Ginger focuses on three time periods that impacted our organization – World War I, The Great Depression and World War II. Each situation provided Tri Delta opportunities for growth, passionately serve others and support our sisters. Tri Delta was able to weather each storm and continued to thrive as a brave, bold and kind organization for women. https://www.tridelta.org/about/history/Correction: Bessie Leach...2020-04-1426 minLet's Talk Tri DeltaOpening Doors with Vivien JenningsKicking off the year focusing on “your best you,” host and Tri Delta CEO Karen Hughes White visits with alumna Vivien Jennings, owner of Rainy Day Books in Kansas City, who was integral in helping launch Tri Delta’s LEADDD Reads events. Vivien’s love of reading from an early age opened doors for her, from her education to being a successful business owner for more than 40 years. Creativity and innovation have driven Vivien’s business to hosting countless events with authors ranging from world leaders to today’s brightest writers. With a passion for kindness, Vivien shares practical wisdom for w...2020-01-0732 minLet's Talk Tri DeltaA Conversation with Fraternity PresidentTri Delta’s CEO Karen White, Georgia, interviews Fraternity President Kimberlee Di Fede Sullivan, Pepperdine, about her journey as a Tri Delta and her career as a physical therapist and business owner. We get a behind the scenes look at Kimberlee’s career transitions and how she believes Tri Delta’s Life After College Series helps our collegiate members in their first career steps. Kimberlee is hoping this discussion raises awareness of the Life After College Series and inspires alumnae members to get involved by mentoring a collegiate member through our new networking platform, CONNECTDDD. Read the Founders’ Day 2019 Proclamati...2019-11-2624 minLet's Talk Tri DeltaLEADDD - Leadership Development for WomenHost and VP of Marketing and Communications Mindy Tucker discusses the premier leadership and development experience, LEADDD, and gets some great advice and wisdom from two LEADDD speakers. Our first guest, author, speaker and leadership expert AmyK Hutchens gives insight to tough conversations described in her book “The Secrets that Leaders Keep.” She is followed by Tri Delta Executive Board Director Sandy Beach Lin, a successful business leader and the co-founder of Paradigm for Parity, for a discussion on the power of womens’ voices in the workplace.
ICYMI, get the full recap from LEADDD SoCal and be on the...2019-09-0432 minLet's Talk Tri DeltaWelcome to Let's Talk Tri Delta!Let's Talk Tri Delta will take a deeper dive into some of the most powerful stories from our award-winning magazine, The Trident, and some of the most challenging issues facing today's woman.
From our earliest days as an organization founded by women, for women, Tri Delta has understood our role as convener, facilitator and thought-leader. Join us as we engage in meaningful conversations on today’s most important and relevant topics, and get up close and personal with brave, bold and kind members, friends and subject matter experts. Continue the conversation with on tridelta.org.
2019-08-0901 min