Brains and Bank Accounts: How Psychology Can Help You Reduce Spending and Eliminate Debt
Resisting the urge to spend is hard. The first step in curbing your bad spending habits is to name your temptation. Figuring out your guiltiest spending pleasure is a key first step. Here are some more tricks to help you reduce spending and debt.
“Ask Bruce” Blog at MoneySense
Moneysense is Canada’s leading personal finance magazine and my column focuses on advice for any and every question you have about your money.
Full Episode: Dan Bortolotti on the Best Online Brokers
This week on the show we talk to Michael Katchen from WealthSimple about the Robo-Adviser's “Second Opinion” service. Kerry Taylor from Squawkfox brings us her favourite money-saving apps. And we get a rundown on the best online brokers with Dan Bortolotti, author of the Couch Potato Blog. Plus, Jason Heath from Objective Financial Partners answers your money questions.
The Best Online Brokers with Dan Bortolotti
Dan Bortolotti joins us with a rundown on the best online brokers.
Robo-Adviser’s “Second Opinion” service with Michael Katchen
Michael Katchen from WealthSimple joins us to talk about the Robo-Adviser's “Second Opinion” service.
How to save on weddings with Kerry Taylor
Kerry Taylor joins us to talk about how to save on weddings.
Tech Tricks for Saving Money with Kerry Taylor
Kerry Taylor joins us with tech tools and tricks to save money.
Full Episode: Should a 27-year old buy a condo? The future of the housing market with the Globe & Mail’s Rob Carrick
This week on the show we talk to Rob Carrick, Globe & Mail Personal Finance Columnist, on what housing will look like in 20 years. Claire Tansey, founder of Claire Tansey's Kitchen, on how to stick to your grocery list and save money. We get a look at how divorce can be a wealth destroyer with Michael Cochrane, family lawyer at BTZ. Plus, Noel D'Souza from Money Coaches Canada answers your questions.
Sticking To Your Grocery List To Save Money
Claire Tansey helps us to stick to your grocery list to save money.
What Housing Will Look Like in 20 Years
Rob Carrick from the Globe & Mail Joins us with his thoughts on what housing will look like in 20 years.
How Divorce Can Hurt Your Wealth
Family Lawyer Michael Cochrane from BTZ and author of Surviving Your Divorce with a look at how divorce can be a wealth destroyer.
What Every 40 Year-Old Should Know About The CPP
Rob Carrick joins us to let us know what every 40 year-old should know about the CPP but was afraid to ask.
Noel D’Souza Answers Your Questions
We play another round of 'Ask Anything'. This time with Noel D'Souza.
Full Episode: Separate or Joint? What is the best way couples can make money and marriage work
This week on the show we talk to Lesley-Anne Scorgies, author of Modern Couple's Money Guide, with tips on making money and marriage work and what money secrets do spouses keep. Dr. Marjorie Dixon, founder of Anova Fertility and Reproductive Health, on how becoming a parent can sometime come at a cost. We get a look at how to save money when traveling with TravelZoo's Lara Barlow. Plus, Matt Ardrey CFP answers your questions.
The Best Way Couples Can Make Money and Marriage Work
Lesley-Anne Scorgies, author of Modern Couple’s Money Guide, with tips on making money and marriage work
How Becoming a Parent Can Sometimes Come at a Cost
Dr. Marjorie Dixon, founder of Anova Fertility and Reproductive Health, on how becoming a parent can sometime come at a cost.
Matt Ardrey Answers Your Questions
We play another round of ‘Ask Anything’. This time with Matt Ardrey CFP.
What Money Secrets Do Spouses Keep
Lesley-Anne Scorgies tells what money secrets do spouses keep, including herself.
How To Save Money When Traveling
TravelZoo’s Lara Barlow with tips on how to save money when traveling.
Full Episode: What are the best ways to save on credit card interest
This week on the show we talk to Laurie Campbell from Credit Canada Debt Solutions with tips on how to save on credit card interest and the fear of missing out in your financial life. Also joining us is Maili Wong with making the smart choices in investing with tips from her book, Smart Risk. Looking to take a course on investing why not do it online, John Waldron tells us why Canadian Securities Insitute is doing this. Plus, Dean Paley CFP & CPA answers your questions.
Tips On How To Save On Credit Card Debt
Laurie Campbell from Credit Canada Debt Solutions with tips on how to save on credit card interest.
Making Smart Choices in Investing
Maili Wong with making the smart choices in investing with tips from her book, Smart Risk.
Dean Paley Answers Your Questions
We play another round of ‘Ask Anything’. This time with CFP & CPA, Dean Paley.
How To Avoid The Fear of Missing Out with Investing
Laurie Campbell with some advice on the fear of missing out in your financial life.
Sharpen Your Investing Skills Online
John Waldron tells us why the Canadian Securities Insitute is providing online courses for Canadians on investing.
Full Episode: Own an income property to help with your mortgage
This week on the show we talk to Sean Cooper, author of Burn Your Mortgage owning an income property and how to get the best tenants. Also joining us Marcelina Johanson with our new segment, "How I Did It". Looking to pay your mortgage down quicker, Kerri Reed, VP of Premiere Mortgage gives us ways to do it including don't renew like a robot. Plus, family lawyer, Michael Cochrane answers your questions.
Owning an Income Property and Getting the Best Tenants
Sean Cooper, author of Burn Your Mortgage, with tips on owning an income property and how to get the best tenants.
“How I Did It” with Marcelina Johanson
We talk to Marcelina Johanson as she tells us "How I Did It".
Michael Cochrane Answers Your Questions
We play another round of ‘Ask Anything’. This time with family lawyer Michael Cochrane.
How To Save As Much As You Can For a Down Payment
Sean Cooper guides us on how to save as much as you can on your down payment for that new house.
How To Pay Down Your Mortgage Quicker
Kerri Reed, VP of Premiere Mortgage gives us ways to pay down your mortgage quicker including don’t renew like a robot.
Full Episode: The Value of Financial Advice: How to make sure you get what you’re paying for
This week on the show personal finance expert Preet Banerjee is answering the question "Do you get what you pay for" with financial advice and how to save on how you pay. Also joining us is venture capitalist at Real Ventures, Janet Bannister with a look at the new world of Fintech. We are looking at the facts of money with David Cunningham, a program leader at Landmark Worldwide. Parenting expert Alyson Schafer, answers your questions.
Do You Get What You Pay For
Personal finance expert Preet Banerjee is answering the question "Do you get what you pay for" with financial advice.
A Look At The New World of Fintech
Venture capitalist at Real Ventures, Janet Bannister with a look at the new world of Fintech.
Alyson Schafer Answers Your Questions
We play another round of ‘Ask Anything’. This time with parenting expert Alyson Schafer.
How To Save On How You Pay
Finance expert Preet Banerje with tips on how to save money with how you pay at the cash register.
The Facts of Money
We are looking at the facts of money with David Cunningham, a program leader at Landmark Worldwide.
Full Episode: “Victory Lap Retirement”. A new book on how to start working, after you’ve stopped working
This week on the show we talk to Nest Wealth CEO Randy Cass on what’s next for Robo-Advisors. Also joining us is former MoneySense editor Jon Chevreau. His new book, “Victory Lap Retirement” looks at how to get paid for your passion after you’ve left the full time worked. And we’ll drill down on what drives your credit score with Borrowell's Eva Wong. Plus “Nutritional Facts” for your investments. Anthony Boright of InvestorCOM on the new CRM2 regulations rolling out to help you understand how much you’re paying for advice.
Victory Lap Retirement
Author and former MoneySense editor Jon Chevreau looks at how to get paid for your passion after you’ve left the full time worked.
Randy Cass Answers Your Questions
We play another round of ‘Ask Anything’. This time with Nest Wealth CEO Randy Cass.
Nutritional Facts For Your Investements
Anthony Boright of InvestorCOM on the new CRM2 regulations rolling out to help you understand how much you’re paying for advice.
Full Episode: What is the secret to retiring happy?
This week on the show we talk to Jim Yih from the blog Retire Happy on how much is enough to save for retirement. Also joining us is Bridget Casey from Money After Graduation. She’ll highlight some of the challenges that Millennials face that Boomers didn’t, and what young people can do about them. And we’ll look at financial literacy in First Nations communities with Simon Brascoupé from AFOA Canada. Plus: Money and Marijuana. We’ll talk to insurance expert Lorne Marr about how insurance companies treat marijuana when it comes to life insurance.
How Much Is Enough For Retirement
Jim Yih from the blog Retire Happy on how much is enough to save for retirement.
Challenges Millennials Face Post-Graduation
Bridget Casey from Money After Graduation highlights some of the challenges that Millennials face that Boomers didn’t, and what young people can do about them.
Financial Literacy In First Nation Communities
We look at financial literacy in First Nations communities with Simon Brascoupé from AFOA Canada.
Jim Yih Answers Your Questions
We play another round of ‘Ask Anything’. This time with Jim Yih from Retire Happy.
Money, Marijuana and Life Insurance
We talk to insurance expert Lorne Marr about how insurance companies treat marijuana when it comes to life insurance.
Full Episode: How to talk to aging parents about money
This week on the show we talk to Tom Bradley from Steadyhand Funds about the big questions you should ask your advisor. And we’ll talk about the big questions you should be asking your aging parents. Our guest is Kurt Kazanowski, author of A Son's Journey: Taking Care of Mom & Dad. We talk travel budgeting with Barry Choi from The Money We Have blog. Plus: The Necessity of No. We talk to author Robert Gignac about how to live within your means.
Questions For Your Advisor
Tom Bradley joins us to talk about the big questions you should ask your advisor.
Questions You Should Ask Your Parents
Kurt Kazanowski with the big questions you should be asking your aging parents.
Tom Bradley Answers Your Questions
We play another round of ‘Ask Anything’. This time with Tom Bradley of Steadyhand Funds.
Full Episode: Kids and Money – What is the best approach?
This week on the show we talk to Manisha Thakor from Buckingham Strategic Wealth about “Joy-Based Spending” - what it is and how you can use it yourself. We’ll bring you tips on how to teach kids about money, with Clint Greenleaf, author of "Beyond The Piggy Bank". And we’ll profile a service called Sensibill that helps you organize all your receipts online, instead of in a shoebox. Plus, Ryan Gerstel of CIBC Wood Gundy will be here to discuss his approach to forecasting your spending in retirement.
Joy-Based Spending – What Is It?
Manisha Thakor from Buckingham Strategic Wealth talks about “Joy-Based Spending” – what it is and how you can use it yourself.
How To Teach Kids About Money
We talk about tips on how to teach kids about money, with Clint Greenleaf, author of “Beyond The Piggy Bank”.
Organize All Your Receipts Online
We talk to Corey Gross about Sensibill - a service that helps you organize all your receipts online.
Manisha Thakor Answers Your Questions
We play another round of ‘Ask Anything’. This time with Manisha Thakor.
Forecasting Your Spending In Retirement
Ryan Gerstel of CIBC Wood Gundy discusses his approach to forecasting your spending in retirement.
Full Episode: Keeping up with the Criminals: What’s in fashion, in the world of fraud
Scammers are getting very creative these days. Personal finance expert Kelley Keehn will be here with some tips on how to keep your money safe. We’ll talk to Sean Cooper, the controversial author of a new book called “Burn Your Mortgage”. Plus we’ll have a look at “niche advisors”, those that focus on a very specific group of clients, like educators or dentists. And we’ll speak to the co-founder of “The Remote Way”, a start-up that wants to make it possible for you to do your job from anywhere.
Keeping Your Money Safe
Personal finance expert Kelley Keehn joins us with some tips on how to keep your money safe.
Do Your Job From Anywhere
We speak to Jackie Romanow, the co-founder of “The Remote Way”, a start-up that wants to make it possible for you to do your job from anywhere.
Burn Your Mortgage
We talk to Sean Cooper, the controversial author of a new book called “Burn Your Mortgage”.
Kelley Keehn Answers Your Questions
We play another round of ‘Ask Anything’. This time with Kelley Keehn.
Are “Niche Advisors” The Way To Go
Plus we’ll have a look at “niche advisors”, those that focus on a very specific group of clients, like educators or dentists.
Full Episode: The Cost of Climate Change: The weather and your financial well-being
Changing weather patterns are having an impact on so many areas of life. We’ll look at what that means for your money, with the author of “Climate-Proof Your Personal Finances”. And “Babies and your Bank Account”. The Financial Post’s Melissa Leong will provide her insight on how our relationship to money changes once we become parents. Then we’ll talk to the contrarian author of “The Value of Debt in Building Wealth”. Plus, a new way to help you calculate investment fees, called the T-REX score.
Baby and the Bank Account
The Financial Post’s Melissa Leong will provide her insight on how our relationship to money changes once we become parents.
Mitigating Risk of a Warming Planet
David Stookey on what changing weather patterns means for your money.
Melissa Leong Answers Your Questions
We play another round of 'Ask Anything'. This time with Melissa Leong.
Full Episode: Money & Mindset – “How Rich People Think”
The rich “are different from you and me”, wrote F. Scott Fitzgerald. Steve Siebold, author of “How Rich People Think”, will tell mere mortals what we can do differently. And, there is a time and a place for CPP. But perhaps that time is later than you think. Fred Vettese, Chief Actuary at Morneau Shepell, will make his case for holding off to age 70. Plus, a contrarian view of mortgages. Don’t pay it off says Calum Ross author of “The Real Estate Retirement Plan”.
Holding off CPP to age 70
Fred Vettese, Chief Actuary at Morneau Shepell, will make his case for holding off CPP to age 70.
How Rich People Think
Steve Siebold, author of “How Rich People Think”, will tell mere mortals what we can do differently.
Make the most of your employer pension plan
Pramod Udiaver, CEO of Inviser on how you can make the most of your employer pension plan.
Don’t pay off your mortgage
Plus, a contrarian view of mortgages. Don’t pay it off says Calum Ross author of “The Real Estate Retirement Plan”.
Pramod Udiaver Answers Your Questions
We play another round of ‘Ask Anything’. This time with Pramod Udiaver.
Full Episode: Beating down bank fees: Understanding your needs versus wants
Your banker isn’t your buddy. Sure, you can have a great relationship with your bank, but remember that they are in the business of selling you products. Rob Carrick, personal finance columnist for the Globe & Mail, has some advice on which products to buy and which to ignore. Cyber security expert Dr. Tom Keenan has tips on protecting your credit cards. And Rick Peticca of Shulman Law will lay out his case for prenups. Plus, Kurt Rosentreter from Manulife Securities will answer your tax planning questions.
What To Buy and What To Ignore
Rob Carrick, personal finance columnist for the Globe & Mail, has some advice on which products to buy and which to ignore.
How Much and How Should Advisors Be Paid
Kurt Rosentreter from Manulife Securities joins us to talk about on how should advisors be paid and how much should they be paid.
Protecting Your Credit Cards
Cyber security expert Dr. Tom Keenan has tips on protecting your credit cards.
Kurt Rosentreter Answers Your Questions
We play another round of ‘Ask Anything’. This time with Kurt Rosentreter.
Full Episode – Buy versus Lease: Factoring math and mindset when it comes to cars
Who doesn’t want to be driving the latest and greatest off the car lot? But what price are you willing to pay? Automotive journalist Petrina Gentile analyzes the math and mindset behind the choice. And looking for hits & misses. Dan Hallett of Highview Financial Group looks at the future of Financial Regulation. Plus, finances and infertility: The costs some need to pay to building a family. And Mogo CEO Dave Feller on the launch of its new “don’t over-spend” spending account.
The Future of Financial Regulation
Dan Hallett of Highview Financial Group looks at the future of Financial Regulation.
Do You Buy or Lease Your Car
Automotive journalist Petrina Gentile analyzes the math and mindset behind the choice of buying or leasing your next car.
The Costs It May Take To Build A Family
Marjorie Dixon on the costs some need to pay to building a family.
Dan Hallett Answers Your Questions
We play another round of 'Ask Anything'. This time with Dan Hallett.
A New Don’t Over-spend, Spending Account.
Mogo CEO Dave Feller on the launch of its new “don’t over-spend” spending account.
Full Episode – Quality Control: Is your financial planner doing their job?
You have a financial planner. But do you have a great financial planner? Cary List of the Financial Planning Standards Council on what they look for. Author Beth Koblinger will discuss her book, “Get A Financial Life: Personal Finance in your Twenties and Thirties”. And we’ll debate Five Financial Myths You Should Ignore with Richard Rosso of Clarity Financial. Plus, JJ Ramberg gets all sweet on Gumdrop, a new service that promotes couponing for a cause.
Personal Finance For Millennials
Author Beth Koblinger discusses her book, “Get A Financial Life: Personal Finance in your Twenties and Thirties”.
Couponing For A Cause
JJ Ramberg gets all sweet on Gumdrop, a new service that promotes couponing for a cause.
Compound Interest – A Financial Myth
Five Financial myths you should ignore with Richard Rosso of Clarity Financial.
Beth Kobliner Answers Your Questions
We play another round of ‘Ask Anything’. This time with Beth Kobliner.
Do You Have A Great Financial Planner
Cary List of the Financial Planning Standards Council on what to look for in a financial planner.
Full Episode – Sustainable Investing: Good for your feelings, but what about your finances?
Can you get good returns by doing good for the planet? And if so, how do you choose from the hundreds of sustainable investing ideas out there? We’ll get perspective from Tim Nash, the “Sustainable Economist” and profile Solar Share, a company offering a solid return on its bonds. Plus, we’ll talk to Michael Garrity, the CEO of a consumer financing FinTech called Financeit. And Chris Clarke, the author of “True Family Wealth: Love, Money and an inspired life”.
Consumer Financing Easy and Accessible
We talk to Michael Garrity, the CEO of a consumer financing FinTech called Financeit.
How Investors Can Effect Change with Impact Investing
We get the perspective of what effect that impact investing can have with Tim Nash, the “Sustainable Economist”.
Look To The Sun For A Bigger Yield
We talk to you Jennifer Bryan from Solar Share about their solid return on their bonds.
Sustainable Investing Options For Your Portfolio
Tim Nash, the “Sustainable Economist” with the investing options to have a sustainable investments in your portfolio.
What Is Wealth
Chris Clarke, the author of “True Family Wealth: Love, Money and an inspired life” joins us to answer the question, "What is wealth?".
Get Yourself A Will: A few simple steps to help your future beneficiaries.
Half of Canadians haven’t got a will. We’ll show you the fastest, simplest option out there. And we’ll talk to Edward Kholodenko, the CEO of Questrade, about the future of Fintech. Plus: A new survey on the investment industry shows strong support for the elimination of the embedded fees. Wanda Morris, VP Advocacy for CARP, will give us her pitch. And, Shamez Kassam on his new book called, “Your Money’s Worth: The Essential Guide to Financial Advice for Canadians”. It’s an insider’s look at the industry, written for outsiders.
The Future of Fintech
We talk to Edward Kholodenko, the CEO of Questrade, about the future of Fintech.
The New CARP
Wanda Morris, VP Advocacy for CARP, will give us her pitch on the strong support for the elimination of the embedded fees.
Fast And Simple To A WIll
Half of Canadians haven’t got a will. We’ll show you the fastest, simplest option out there with Tim Hewson from LegalWills.ca.
Edward Kholodenko Answers Your Questions
We play another round of ‘Ask Anything’. This time with Edward Kholodenko.
An Inside Look At The Financial Industry
Shamez Kassam on his new book called, “Your Money’s Worth: The Essential Guide to Financial Advice for Canadians”. It’s an insider’s look at the industry, written for outsiders.
EP1713 – Mortgage Mania: Questions to ask before you renew. Plus tips on lease-backs and reno financing
How to get the best deal possible when you renew your mortgage. And, if you’re going to “Love it. Instead of Listing it”, some tips on reno financing. And a look at the lease-back strategy. James Laird of RateHub and Mark Weisleder of Real Estate Lawyers.ca will be our guests. Plus, Robert Brown on how to build an efficient system for organizing your financial life, and a preview of a new biometric credit card.
Renewing Your Mortgage and Questions To Ask
How to get the best deal possible when you renew your mortgage with James Laird of RateHub.
What Is the Lease-Back Strategy
Mark Weisleder of Real Estate Lawyers.ca joins us to talk about the lease-back strategy.
Organizing Your Financial Life
Robert Brown on how to build an efficient system for organizing your financial life.
James Laird Answers Your Questions
We play another round of ‘Ask Anything’. This time with James Laird.
EP1714 – Debt Consolidation: A consumer alert about business practices.
There is a big appetite for debt consolidation services. I’ll talk to the FCAC’s Jane Rooney on it’s recent alert about companies that promise to help pay off debt or repair your credit score. Kerry Taylor from Squawkfox looks at a new app called Splittr that helps you split the cheque when out with friends. Plus: Avoiding “Pump & Dump” scams, Workplace Rights for Millennials and a preview on a possible CRM3 with Paul Bourque is the President of the Investment Funds Institute of Canada.
Debt Consolidation Services Alert
We talk to the FCAC’s Jane Rooney on it’s recent alert about companies that promise to help pay off debt or repair your credit score.
Splitting the tab easily
Kerry Taylor from Squawkfox looks at a new app called Splittr that helps you split the cheque when out with friends.
A preview of the possible CRM3
We talk to Paul Bourque, President of the Investment Funds Institute of Canada with a preview on a possible CRM3.
Workplace Rights for Millennials
We talk to Natalie MacDonald about Millennials rights in the workplace.
EP1715 – The Meaning of Money: How to reframe your finances
“The Meaning of Money”. We’ll talk to an expert on how to re-frame how you see your financial circumstances. David Cunningham from Landmark Worldwide will be our guest. Then, an interview with David Covey, a contrarian who claims that budgeting doesn’t actually work. Jim Yih will be here to talk about building financial resilience. And, Kevin Crowe, the founder of Give-A-Mile, will tell us about his charity that gives points to families dealing with health emergencies.
The Meaning of Money
We talk to expert, David Cunningham from Landmark Worldwide on how to re-frame how you see your financial circumstances.
Helping Families Deal With Health Emergencies
Kevin Crowe, the founder of Give-A-Mile, will tell us about his charity that gives points to families dealing with health emergencies.
EP1716 – Pay for Performance: Will a new business model mean better returns?
There are many low-fee investing options on the market. Would you consider one where you paid most of the fee only after it beat the benchmark? And, as the saying goes, you are your own worst enemy. New research from Morningstar on the costs of bad behaviour, and what you can do about them. Plus a conversation with Doris Belland, the author of “Protect your purse - Shared Lessons for Women: Avoid Financial Messes, Stop Emotional Bankruptcies, and Take Charge of Your Money.”
Pay for Performance: Will a new business model mean better returns?
Chris Ambridge joins us to talk about the model of 'Pay for Performance'
Protecting Your Purse
Doris Belland, the author of “Protect your purse – Shared Lessons for Women: Avoid Financial Messes, Stop Emotional Bankruptcies, and Take Charge of Your Money" joins us to talk about her journey.
The Cost of Bad Behaviour
Christopher Davis on the costs of bad behaviour, and what you can do about them.
Doris Belland Answers Your Questions
We play another round of 'Ask Anything'. This time with Doris Belland.
EP1717 – Kids & Money: A new app hopes to bridge the financial literacy gap
Parents often worry that their kids are missing important financial skills. We’ll talk to the developers of a new app called “Save the Camp”, designed to improve financial literacy in kids. Then, one of the robo-advisor’s is expanding its business into life insurance. We’ll look at technology is up to the task. And some tips on the “decumulation” phase of retirement savings. Plus, the author of a new book called “The Path to a Successful Divorce”.
An App To Improve Financial Literacy in Kids
Parents often worry that their kids are missing important financial skills. We talk to the developers of a new app called “Save the Camp”, designed to improve financial literacy in kids.
Eliminating Embedded Fees
John De Goey talks to us about the regulatory change that could eliminate embedded fees.
Robo-advisors Expanding To Life Insurance
We talk to Dan Poole about robo-advisor’s expanding its business into life insurance.
John De Goey Answers Your Questions
We play another round of ‘Ask Anything’. This time with John De Goey.
The Path to a Successful Divorce
We talk to author Russell Alexander about his new book called “The Path to a Successful Divorce”.
EP1718 – Loyalty Point Hoarders: Why Canadians are sitting on $16B in points
We are a nation of hoarders. We are currently sitting on $16B in loyalty Points. We’ll talk about this startling number and what you can do about it. And, Millennials need lots of things, but is life insurance one of them? Then, Baby Boomers. How to start the money conversation with your parents, or, with your kids. Plus, a problem most of us would LOVE to have: How to deal with sudden wealth.
Loyalty Point Hoarders
We are a nation of hoarders. We are currently sitting on $16B in loyalty Points. We talk to Scott Robinson about this startling number and what you can do about it.
Life Insurance for Millennials
Millennials need lots of things, but is life insurance one of them? We talk to Lorne Marr about this.
Talking To Your Parents About Their Money
Scott Hannah lets us know how to start the money conversation with your parents.
Lorne Marr Answers Our Questions
We play another round of ‘Ask Anything’. This time with Lorne Marr.
How To Deal With Sudden Wealth
Rob Harder joins us to give us tips on how to deal with a problem we all would love: sudden wealth.
EP1719 – Becoming a Mystery Shopper: Smartphone scam or income source?
Field Agent is a company that connects marketers to consumers who can use their smart phones to earn cash providing in-store data. And, income volatility is becoming a bigger and bigger social issue. We’ll look at the problem and some potential solutions. Then, building the case for retirement savings inside a TFSA. Plus: What to do and what to say if a collection agency comes calling. You actually have some rights. We’ll tell you what they are.
Becoming A Mystery Shopper
We talk to Jeff Doucette about Field Agent as a company that connects marketers to consumers who can use their smart phones to earn cash providing in-store data.
What To Do When A Collection Agency Calls
What to do and what to say if a collection agency comes calling. You actually have some rights. Laurie Campbell tells us what they are.
How To Budget With Income Volatility
We talk to Liz Mulholland about income volatility becoming a bigger and bigger social issue.
Matt Ardrey Answers Our Questions
We play another round of ‘Ask Anything’. This time with Matt Ardrey.
Retirement Savings Inside A TFSA
We talk to Matt Ardrey about building the case for retirement savings inside a TFSA.
EP1720 – How to Find a Financial Advisor: A new, online seal of approval
Finding a great financial advisor is a tough task. We’ll look at a website that helps sort the wheat from the chaff, called MoneySense Approved. And, young people are taking financial literacy into their own hands. We’ll profile a non-profit called FuturFund. Then, Are the rich really that different from you and me? A conversation with the CEO of Grayhawk Investments, a firm that focuses on high net worth families. Plus: A new survey that will make your hair turn grey. Canada has slipped one spot on the Global Retirement Index.
We Profile a Non-Profit called Futur Fund
We talk to Katherine Tang about the non-profit, Futur Fund.
Rich People’s Problems
We talk to the CEO of Grayhawk Investments, a firm that focuses on high net worth families to see if the rich are really different from you and me.
We Look At The Website MoneySense Approved
We talk to Julie Cazzin about the website that helps sort the wheat from the chaff, called MoneySense Approved.
A Look At Canadian Equities
We talk to Sheldon Dyck about the Canadian Stock Market and should reduce the amount you have invested in it.
Canada’s Place On The Global Retirement Index
We discuss a new survey with David Goodsell with Canada slipping one spot on the Global Retirement Index.
EP1721 – Ridiculous Interest Rates: How to avoid the insanity of 546%
Four percent seems high for a mortgage, right? How about 546 percent to borrow $100? These insane interest rates are common for many Canadians in dire financial straits. We’ll highlight the risks of high-cost financial products. We’ll also talk about Common Wealth, a new pension firm focused on modest earners. Plus how to kick start an RESP even if you have no money to contribute.
Those With The Least Pay The Most In Financial Services
We talk to Courtney Hare about the high costs of those with the least that pay the most in various financial services.
Focusing on Retirement Plans for Modest Earners
We talk to Alex Mazer about his group, Common Wealth, a new pension firm focused on modest earners.
Courtney Hare Answers Our Questions
We play another round of ‘Ask Anything’. This time with Courtney Hare.
Are There Too Many Mutual Funds In Canada
We talk to Carol Lynde about the new choice for mutual funds from Bridgehouse Asset Management.
EP1722 – Digital Assets: What happens to your Facebook account when you die?
We all have social media accounts and documents stored on computers. But I would bet none of us have included those “digital assets” in our estate plan. We’ll look at why it might make sense and how to do it. And, walking a fine line on Financial Literacy. When it comes to the banks, how do we address the risk of a conflict of interest? We’ll talk to the incoming president of the Canadian Bankers Association. Then, success through storytelling. We’ll look at how sharing personal stories can improve financial outcomes.
What Happens To Your “Digital Assets” When You Die
We talk to Keith Masterman about the “digital assets” in our estate plan which includes all the social media accounts and documents stored on computers. We’ll look at why it might make sense to include them and how to do it.
Do Banks Have a Conflict of Interest When It Comes To Financial Literacy
We talk to Neil Parmenter, incoming President of the Canadian Bankers Association about addressing the risk of a conflict of interest.
Sharing Personal Stories Can Improve Financial Outcomes
We look at how sharing personal stories can improve financial outcomes with Monica Da Ponte.
EP1723 – The Opposite of Spoiled: How to Raise Financially Independent Kids
New York Times Columnist, and parent, Ron Lieber offers tips on how to talk about money with your kids, and what to do about allowance, smart phone plans and peer pressure. And, Get Smarter About Money. The online resource from the Ontario Securities Commission has been redesigned and has even more to help you get a handle on your investments. Plus, the new reality of Real Estate, and a Canadian FinTech that helps small businesses offer client financing option.
How To Talk About Money With Your Kids
We talk to New York Times Columnist, and parent, Ron Lieber with tips on how to talk about money with your kids.
Get Smarter About Money
We talk to Tyler Fleming from the Ontario Securities Commission about how to get more help for you to get a handle on your investments.
The New Reality of Real Estate
We talk to David Coffey about the new regulatory measures and a recent rate hike and how it has changed the dynamics and how it is affecting the seller psychology.
EP1724 – Innovation in Financial Services: Does a new savings account really count?
The Digital Factory is Scotiabank’s “Innovation Hub” and they are celebrating the launch of its first product. Is it an AI, blockchain, bitcoin, self-driving, biometric drone? Nope. It’s a new…savings account. We’ll talk fintech at the big banks. And fintech with a genuine start-up. The founder of a new payments offering called Stack will join us. We’ll review a new consumer opinion poll on RESPs, and talk to Doug Hoyes, the author of “Straight Talk on Your Money – The Biggest Financial Myths and Mistakes and How to Avoid Them.”
Scotiabank’s new Digital Factory
We talk to Mike Henry about Scotiabank's Digital Factory's first product launch and about their "Innovation Hub".
Free Access to Financial Services, Is It Possible?
We talk to Miro Pavletic about his new fintech start-up called Stack. A new digital financial services platform that allows you to replace your traditional bank account.
Straight Talk On Your Money
We talk to Doug Hoyes, the author of “Straight Talk on Your Money – The Biggest Financial Myths and Mistakes and How to Avoid Them.”
Have You Started Your RESPs Yet?
We talk to Lesley Anne Scorgie about the new consumer poll on RESPs and the shocking results that have come from it.
EP1725 – Trump is now an Exchange Traded Fund: Should you go long or short?
“Make American Great Again” isn’t just a political slogan. It is the ticker symbol for a new Exchange Traded Fund designed to track stocks that might get a Trump bump. We’ll talk to its creator. Then, how to find your best credit card. We’ll go inside the algorithm at Credit Card Genius, an online card comparison engine. And, insight into the implications of the Liberal Government’s tax reform plan, with Dave Walsh from BDO Canada. Plus, real estate expert Limor Markman on how first time homebuyers can avoid common real estate mistakes.
Choosing The Right Credit Card
We talk to Stephen Wayman about choosing the right credit card with Credit Card Genius.
Mistakes First Time Home Buyers Make
We talk to Limor Markham about the mistakes first time home buyers make and how to avoid them.
Changes In The Tax Treatment for Small Businesses
We talk to Dave Walsh about the upcoming tax changes the Liberal Government want to make that will affect small business owners.
EP1726 – Cutting down on Canada: The case for investing internationally
Last year, Barak Obama said, “The world needs more Canada”. Sure, that may be true when it comes to health care and comedians. But not when it comes to investing. We’ll look at the case for going international. Then, the massive data breach at credit bureau Equifax has put the spotlight back on hackers. We’ll hear about a new Exchange Traded Fund that focuses on cyber security stocks. Plus, Millennials don’t use VHS players. But does that mean financial advisors are obsolete too?
Can you invest to much Canada
We talk to Terry Shaunessy about the risk of investing in too much Canada and the case to go international.
ETF’s that focus on cyber security stocks
We talk to Raja Lala about Exchange Traded Funds that focuses on cyber security stocks.
Financial Advice for Millennials
We talk to Brandon Silbermann about where Millennials can go for financial advice.
EP1727 – Air Passenger Rights: How to claim money for delayed and cancelled flights
Your flight is delayed, overbooked, or cancelled. Aside from a losing your mind at the gate, or self-medicating at the bar, what can you do about it? A new venture called Flight Claim.ca aims to fight the fight on your behalf. Then, “Putting Wealth to Work” - a new book on philanthropy that questions the ‘giving while living’ approach. And, The Registered Disability Savings Plan. It’s a resource for families planning for the future of their kids with disabilities. We’ll talk about how it works.
Fighting flight issues on your behalf
Jacob Charbonneau from FlightClaim.ca joins us to talk about fighting the fight on behalf of the customer.
Putting Wealth To Work
Author Joel Fleishman joins us to talk about his new book "Putting Wealth to Work" and questions the philanthropy view of 'giving while living' approach.
Planning for the future for families of kids with disabilities
Jeff Dobbin joins us to talk about the resources available for families of kids with disabilities in planning for their future.
EP1728 – The Terminators: Will Financial Advisors become half human, half robot Cyborg’s?
Perhaps Arnold Schwarzenegger will reprise his character for the film version of the investment industry’s transformation. We’ll look to the future of technology on the advisory business, and on regulation. We’ll also talk about the connection between gender and investment risk tolerance. And the new Investor Protection Clinic based at Osgoode Law School. Plus, all you can eat, for one price. That’s the idea behind a new “flat fee” mutual fund.
The Connection Between Gender and Investment Risk Tolerance
We talk to Dr. Rui Yao about the connection between gender and investment risk tolerance.
Will Financial Advisors become half human, half robot Cyborg’s
We talk to Kendra Thompson on the future of asset management and the role of hybrid advice and the bringing together machine learning and humans.
Regulators Using AI To Boost Their Effectiveness
We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.
The Investor Protection Clinic at Osgood Law School
We talk to Alex Despotovic and Ankita Gupta about the new resource for people who feel they have been done wrong in the investment world, the Investor Protection Clinic.
The New “Flat Fee” Mutual Fund
We talk to Alex Sasso about the new option of a "flat management fee" mutual fund.
EP1729 – The Folly of Frugality: Why some seniors need to get spending their stash of cash
Some seniors are sitting on piles of money, but insist on taking public transit home from chemo appointments. We’ll reframe the “value of a dollar”, in retirement. Then, Money & Manners. If Emily Post were alive today, she’d have lots to say about how we behave when it comes to our cash. We’ll also have some tips on how to get yield into your portfolio, and the latest performance numbers on a Fossil Fuel Free portfolio.
Loosen The Purse Strings
We talk to Linda Shick about reframing the value of a dollar in retirement.
Getting Yield Into Your Portfolio
We talk to Tom Bradley with tips on how to get yield into your portfolio.
Fossil Fuel Free Portfolio
We talk to Wayne Wachell about getting great performance numbers on a Fossil Fuel Free portfolio.\
EP1730 – Funding Adoption: The price you pay for something entirely priceless.
Kids are expensive. But many families pay a lot of money before they even bring their kids home, because they’re building their family through adoption. We’ll talk to a financial advisor for some advice on how to plan when you’re pursuing adoption. Then, once your gorgeous child is snuggled into bed, you’ll want to teach them a thing or two about money. We’ll talk to the educator behind Kidonomics - a series of books about money, for kids under age 7. Plus, Red Flags for Retirement. A new investor study funded by the Ontario Securities Commission found that 38% of pre-retirees over the age of 45 had NO INVESTMENTS.
Financial planning when pursuing adoption
We chat with Jennifer Myers about planning your finances when looking to build your family through adoption.
Creating Mini-Money Managers
We talk to Dr. Radha Maharaja about the goal of her Kidonomics series teaching kids about money.
The Car Accident Toolkit
We talk to Mark Kent about the Car Accident Toolkit, everything you need to cover if you are ever in a car accident.
Can Future Travels Affect Your Life Insurance
We talk to Lorne Marr about how travel plans can impact on getting life insurance.
Red Flags for Retirement
We talk to Tyler Fleming about what red flags there are when it comes to investing for retirement.
Millennials and Money: Crushing student debt to help them start saving for retirement
When you’re young, retirement seems way too far off to think about. And with a millennial’s main financial priorities being rent and student debt, putting extra money aside for retirement seems impossible. We’ll talk to an insurance company that’s trying to change that. Then, since it’s never too early to start saving, we’ll talk to the the team behind some fun new financial resources for high schoolers. Plus, your investment portfolio’s “dirty secret.” A new study illustrates that how you invest can affect what happens to the climate.
Save For The Future While Paying Your Student Debt
We talk to Brad Fedorchuk about a pilot project to help millenials pay off student debt while still contributing to their retirement.
What To Do When Cancer Changes Your Financial Plan
We talk to Joanne di Nardo about what financial concerns family have to deal with when cancer disrupts the financial plan.
Financial Awareness for Kids
We talk to James Kassam about Rooster Money, an app that helps kids learn about money.
Budget Learning For Teens
We talk to Tony Dunham about new financial literacy programs to help teens learn about budgets.
How Does Investing Affect Your Carbon Footprint
We talk to Trish Nixon about how investors should worry about climate change and how it could affect their investments.
The Stats of Life: Numbers don’t always tell the full story of how Canadians spend.
Canada is a large and diverse country. While it is possible to calculate what “average” is when it comes to money, what do those findings really mean? We’ll learn about a new CBC TV show called “The Stats of Life” that reveals surprising truths about the family next door. Then, since most of us spend our days swiping and tapping, we’ll learn why our payment systems work the way they do. Plus, money on the mind. New research finds that financial stress could be affecting your productivity at work.
The Stats Of Life
We talk to Kip Spidell about his new show on CBC called "The Stats of Life" concentrating on the money episode.
Payment History of the US
We talk to Kasra Nejatian about the history on how the US payment systems came to be.
A new robo-financial planner
We talk to Rona Birenbaum and Seyon Vasantharajan about Viviplan, a new robo-financial planner.
Money on the Mind
We talk to Greg Sutherland about the stress that finances can affect your workplace productivity.
Joy, a new personal Financial Coaching App
We talk to Scott Saunders, the creator of the Joy App. A new personal financial coaching app targeted towards women.
Save More Tomorrow: New ways to automatically save your raise
There’s a term called “Lifestyle Inflation.” As soon as we get a raise at work, we spend it. This pattern makes it very difficult to get ahead financially, even as your pay goes up. We’ll talk about how to hack your behaviour. Then, we’ll profile a new program from ABC Life Literacy offering financial education to adults. Plus, A Financial Reboot. Tips on how to power down, and start up again to get a handle on your money.
A Financial Reboot
We talk to Preet Banerjee about the issue of doing a financial reboot and how it affects the long term.
Comparing Different Portfolios
We talk to Andrew O’Neill about the Performance Quickcheck tool which allows you to compare different portfolios.
The Future Of Wealth Management Jobs
We talk to Melissa Shin about her research on the future of wealth management jobs.
Financial Education For Adults
We talk to Mack Rogers about the new program that educates the fundamentals of finance to adults.
The Player’s Office: Helping professional athletes hit a financial home run
Life as a professional athlete isn’t just what you see on TV. They aren’t always blowing millions of dollars on luxury toys --- they need to go out and buy groceries and develop a financial plan. We’ll talk with a firm that serves the superstars. Then, we’ll profile a new app that rounds up every purchase you make and invests the spare change. Plus, taxing treat like Toblerone, Twinkies and Twizzlers. A new survey from Consumer Reports illustrates the drive to put a tax on unhealthy behaviour.
Athletes and Their Financial Outlook
We talk to Brandon Hill about how he is helping athletes make sure they have a plan in place for their financial future.
Online Financial Education and Success
We talk to Kevin Cochran about educating the youth and old about financial literacy online.
Save Easy and Grow
We talk to Philip Barrar about an easy way to save and grow your savings account.
Taxing Unhealthy Behaviours
We talk to Trisha Calvo about whether the government should tax citizens for unhealthy behaviours.
The Moolala Book Club: Recommended Reading To Help You Better Manage Your Money
Regardless of what you make, it can feel like you’re constantly broke. You think you can afford that new car or that vacation, but it feels like you can’t. We’ll talk with an author about “guilt-free” spending. Then, we have all the investment advice you’ll ever need --- and it supposedly fits on a index card! Plus, a lot of factors can affect an investment decision, but a person’s emotions can actually play the biggest role. We’ll find out how investment advisors could better serve their clients by understanding their emotions.
The Index Card
We talk to Harold Pollack about his book, The Index Card. A book about how personal finance doesn't need to be complicated.
Trading Money for Time: How To Buy Back Your Minutes
We’re busy people and it can sometimes feel like there aren’t enough hours in a day to get everything done. With work, taking care of the kids, cooking, cleaning, it can feel like there’s never any free time left for yourself. We’ll talk with a co-founder of Jiffy, a company that says it can help with that. Then, we’ll learn how to regain control of your personal finances after incurring a major loss. Plus, in another segment of “Ask Anything,” we’ll learn what to do with your pension if you’re leaving your job.
Buy Back Your Time
We talk to Ryan Shupak about buying back your time with his new startup connecting homeowners with home services.
Needing Help To Manage Your Money
We talk to Jason Heath about how to sort through all the issues of getting family to help you with your money as you get older.
Facing A Loss and Reclaiming Financial Stability
We talk to Alison Pena about how to come out great on the other side financially after going through a loss.
Lost In Translation: A New Way To Read Financial News
There is an infinite amount of financial news out there. How do you know what is important? And what actions to take? We’ll give you some tips on how to wade through the mess to find the news you can use. Then, we’ll take a closer look at retirement calculators, to help give you a sense for what you need to save so you can retire comfortably. Plus, investing isn’t just about the profits. We’ll learn what socially-conscious investing could mean for the future of the finance industry.
Reading Financial News
We talk to Morgan Housel about how to wade through the infinite amount of financial news and know what is important.
How Much Do You Need To Retire
We talk to Laurence Kotlikoff about using a retirement calculator to figure out exactly how much money you will need when you retire.
What Should Kids Pay For
We talk to Robin Taub about how we develop good spending habits for kids and teens.
Investing While Making The World A Decent Place
We talk to Morgan Housel about investing to make a good return but you can also make the world a decent place with collaborative funds themes.
Manulife + Alexa
We talk to Xavier Debane about how Manulife is working with Alexa to keep track of your health benefits.
Body Language and your Bank Account: How to listen to the unsaid
Is a hand gesture worth a thousand words? Body language expert Mark Bowden is the author of Truth & Lies: What People Are Really Thinking. We’ll apply his model to managing your money. And, millennials may have more debt and less income than the Baby Boomers or Gen X. Does that mean they are financially doomed? Then, Fred Vettese on his new book, Retirement Income For Life. Plus, we’ll learn how you can make the most out of your TFSA. Spoiler alert: It’s best not to just let the money sit there.
The Financial Future of Millennials
We talk to Michael Hobbes about the financial future of millennials.
How To Handle Your TFSA
We talk to Prajakta Dhopade about what to do with your TFSA when you are young.
How To Spend Your Money In Retirement
We talk to Fred Vetesse on how to turn your retirement savings into retirement income.
Building Financial Trust
We talk to Mark Bowden about building trust with your financial advisor and how to tell what they are really thinking through body language.
We talk to Prajakta Dhopade about looking at budgeting through savings instead of focusing on expenses.
Self-Made Millionaires: Teaching Kids How To Make Big Money
Wealthy people do things differently than “average” people -- including how they teach their kids about money. We’ll talk to author Steve Siebold about his new book, “Secrets Self-Made Millionaires Teach Their Kids.” Then, we’ll look at some of the big trends in the Canadian mortgage market. Plus, a new, free tool to help you monitor your credit.
Teaching Your Kids To Be Rich
We talk to Steve Siebold about what self-made millionaires teach their kids.
Mortgage Trends in 2018
We talk to Robert McLister about trends we should be looking for in 2018 when it comes to mortgages.
Understanding Your Credit Score
We talk to Eva Wong about Borrowell's new credit monitoring service and what it is all about.
Increasing Your Net Worth
We talk to Lesley-Anne Scorgie about what net worth is and how to increase yours.
Bitcoin on the Brain: The Science Behind Your Cryptocurrency Cravings
Whether or not Bitcoin is in a bubble is up for debate. But there’s no denying the cryptocurrency mania that it started. We’ll talk to a behavioural economist about why your brain is going gaga for it. Then, we’ll look at an app called Voleo that combines stock trading with social networking. Plus, estimating the cost of education. University tuition isn’t the only financial factor to consider when saving for post secondary.
Your Brain On Bitcoin
We talk to Stephanie Bank about the popularity of the crypto-craze and the science behind crypto currency cravings.
Teaching Teens About Personal Finance
We talk to Thomas Beattie about Voleo. An app that will help teens with money that combines personal finance and social networking.
Managing Your Personal Finance
We talk to Ian Gillepsie about Banktivity. A software that will help you keep you organized financial by connecting all your accounts to help you stay organized.
Cost Of Education
We talk to Dan Bortolotti about the total cost of education when you make the jump to post-secondary schooling.
Cost Of Education
We talk to Dan Bortolotti about the total cost of education when you make the jump to post-secondary schooling.
The Science Behind Saving Money
We talk to Stephanie Bank about the psychological obstacles that are the cause of your inability to save money.
Dollar Street: The power of photography to illustrate the income gap
Picture the world as a street with every home lined up by income. The poorest live to the left, the richest to the right and everyone else lives somewhere in between. It’s a digital project called Dollar Street and we’ll talk to it’s co-founder Anna Ronnlund. Then, we’ll look at personalization at the robo-advivers with the co-founder of WealthBar.. And the Financial Post’s Melissa Leong on the price of happiness. Plus, the price of living in a big city. We’ll look at a new report from LowestRates that break down how much it costs millennials to live in Toronto.
We talk to Anna Ronnlund from the website, Dollar Street. Which lets people compare where they are in world when it comes to different income brackets.
How To Buy Happiness
We talk to Melissa Leong as we dive into whether money can buy you happiness and at what point.
Cost of Living For Millennials
We talk to John Shmuel about how millennials we will be able to find a place to live in a big city.
Making Fintech More Personal
We talk to Tea Nicola, founder of WealthBar about how they are trying to make Fintech more personal instead of being robotic.
Tech Is Making You Broke
We talk to Melissa Leong about whether technology is making it easier to overspend.
Money Miracles: How Women Can Transform Their Relationship With Money
When women are financially empowered, they become change makers. But earning 75 cents on the dollar can make that difficult. We’ll talk to author Meriflor Toneatto about her book “Money Manifestation and Miracles.” Then, we’ll get the dirt on loyalty rewards programs with financial journalist Kerry K. Taylor. She argues these programs can sometimes actually hurt, not help. And MoneyZen’s Manisha Thakor on how to ask for a raise. Plus, budget-friendly weddings. We’ll talk to financial expert Barry Choi about how to save on the big day.
Money, Manifestation and Miracles
We talk to author Meriflor Toneatto about transforming women's relationship with money.
How To Ask For A Raise
We talk to Manisha Thakor about why it is so hard to talk to your boss about a raise, especially for women.
Loyalty Programs: Are They Worth It
We talk to Kerry K. Taylor about how to get the best bang for your buck from loyalty programs without overspending.
What You Should Know About Your Portfolio
We talk to Manisha Thakor about the five things you should know about their investment portfolios to have financial success.
Plan A Budget Friendly Wedding
We talk to Barry Choi about how to create an awesome wedding being on a budget.
Celebrity Money Handlers: Who pays Oprah’s hydro bill?
Celebrities have the resources to avoid many mundane tasks. We’ll talk to Patricia Terrence, chartered accountant and business manager for entertainers about how the wealthy outsource their financial lives . Then, the author of “Attention Pays”, Neen James, on how tuning out distractions can help you reach your financial goals. And behavioural economist Sarah Newcomb on how social comparisons could be hurting your financial well-being. Plus, the latest on Artifical Intelligence in financial services with Accenture’s Jodie Wallis, and self-made millionaire Tahani Abu-raneh on success.
Celebrity Money Handlers
We talk to Patricia Terrence on how celebrities handle their money when it comes to banking, shopping, or getting a mortgage.
We talk to Neen James about how to create extraordinary lives by unplugging from disruptions and distractions.
Managing Your Money With A.I.
We talk to Jodie Wallace about using Artificial Intelligence to help you manage your money.
We talk to Sarah Newcomb on how social comparissons can be hurting your financial well-being.
Breaking The Glass Ceiling
We talk to Tahani Aburaneh about breaking the glass ceilings in a male-dominated industry.
The Gender Goal Gap: Why on earth do women seem to expect less?
A new study from fintech company Mylo found that women set financial goals that are over 50 per cent smaller than men’s. We’ll find out more from Kelly Trihey, the head of the Montreal CFA Women in Investment Management Committee. And, robo-advisor Nest Wealth has launched a product making it easier for small businesses to offer Group RRSPs. We’ll talk to the company’s CEO Randy Cass. Then, financial independence requires certain “recipes” and “ingredients” in order to get cooking -- and saving. It’s called the Cashflow Cookbook, we’ll talk to it’s author Gordon Stein. Plus, how to make sense of the alphabet soup of financial advisor designations.
Financial Goal Gap
We talk to Kelly Trihey when it comes to savings and investing behaviours among Canadians.
We talk to Gordon Stein about the best way to achieve financial independence with the right money recipe.
Small Business RRSP Opportunities
We talk to Randy Cass about how NestWealth help smaller companies and retirement savings with group RRSP's.
New Rules Of The Game
We talk to Christian Felber about the new ways of thinking and new ways of behaving in the broader economy.
Alphabet Soup of Titles
We talk to Naheed Gilani about the many financial credential titles in Canada which can be confusing with who to work with.
Less Is More: How Consuming Less Could Make You Happier
Can you imagine banning shopping for an entire year? Cait Flanders did it, and then wrote a memoir on her experience. We’ll talk to her about The Year of Less. And, we’ll take a closer look at peer-to-peer car-sharing company Turo. Then, millennials have decades to save for retirement. But they still need to minimize the hit of high investment fees. We’ll talk to money coach Steve Bridge. Plus, “Family Offices.” What regular people can learn from the wealthy. Investment advisor Emily Griffiths-Hamilton will be our guest.
Would You Share Your Car
We talk to Cedric Mathieu about renting out your car through Turo, a car sharing app.
Do Investor Fees Cost Millennials
We talk to Steve Bridge about how Millennials could be missing on compound growth because of investors fees.
Investing in Marijuana
We talk to Renee Ellison about whether Canada's marijuana industry will be a boom or bubble.
What Is A Family Office
We talk to Emily Hamilton about what a Family Office is and when you should need one.
Toss It Away? No way! How Repair Cafes Help Save You Money
When something breaks, our first thought is to toss it. But to cut costs, you could learn to fix it. We’ll talk to Repair Cafe Toronto’s co-founder Paul Magder. Then, need a helping hand fighting big business? The Toronto Star’s Ellen Roseman will take us through the lessons she’s learned as a consumer advocate. And, what would you sacrifice to make your debt disappear? We have the report from MNP. Plus, we’ll talk to Carol Roth of Future File about a a legacy planning system that could save you money and stress.
Fix Your Broken Stuff
We talk to Paul Magder about Repair Cafes that are popping up to encourage you to fix your broken stuff to benefit the environment and save you money.
Teaching Good Money Habits To Kids
We talk to James Kassam about the Rooster Money app to help teach kids good money habits.
Toronto Star writer Ellen Roseman joins us to talk about how she has helped consumers fight back over the years.
Be Prepared For The Loss of a Loved One
We talk to Carol Roth about being prepared for the loss of a loved one to eliminate the stress and financial burden.
What Would You Give Up To Eliminate Debt
We talk to Sean Simpson about what Canadians are willing to give up to eliminate debt but why are they not doing it.
Hey Google! We Look At Google’s Top Personal Finance Search Trends
Okay, Google. Can you answer my money questions? We’ll talk to Millennial Money founder Grant Sabatier about Google’s top personal finance search trends. Then, Nest UK’s executive director joins us to talk about their new pension pilot program that doesn’t lock up your money. And, we’ll look at a new report from Proof on how much new Canadians trust banks. Plus, we’ll talk about estate planning and where to start, with CARP’s Laura Tamblyn Watts. And, we’ll get some strategies from financial expert Ed Rempel for minimizing tax on retirement income.
What’s Trending In Google
We talk to Grant Sabatier about the latest in Google search trends when it comes to personal finance.
Looking At New Ways To Run Pension Plans
We talk to Will Sandbrook from Nest about a new pension model that allows access to emergency funds to persuade employees to stay with them company's pension plan.
Get Your Estate In Order
We talk to Laura Tamblyn Watts about proper estate planning to ensure your assets goes where you want them to go.
Costly Courtship: How To Talk To Your Partner About Money
Money can be a hot topic in relationships. We’ll get some tips from Kristin Wong, a financial columnist and author of “Get Money.” Then, “Just in Case Space.” Are you seriously going to pay $50,000 so you have a guest room for Grandma? Jim Yih on why you might be better off to put her up in a hotel. Plus, Frankie Flowers has some cost-conscious gardening tips. And, financial advisor Larry Lovis on his new book, “Mapping Your Retirement Road.”
Talking Money With Your Significant Other
We talk to Kristin Wong about navigating the difficulty of talking money with your life partner.
Cost Conscious Gardening
We talk to Frankie Flowers from Cityline TV about how to save money to have the best garden you can.
Mapping Your Retirement Road
We talk to Larry Lovis about mapping your financial life to make your retirement better.
Negotiating Tips When You Need To Ask For More
We talk to Kristin Wong about the best way to negotiate when you are asking your boss for more money.
Trading curtains for cryptocurrency? How digital currency fits into the bartering community
Bartering platform Bunz was built on cashless trades---cookies for curtains, shoes for cleaning supplies. In a big shift, it has launched its own cryptocurrency. We’ll talk with Bunz CEO Sascha Mojtahedi about BTZ. Then, humans versus robots. Toronto Financial Services Alliance president Jennifer Reynolds on where technology can---and can’t---replace people. And, we’ll talk about the impact mental health issues can have on financial planning with Navigator Principal Anne Kilpatrick. Then, Shannon Lee Simmons shares some kid-friendly money primers divided by age. Plus, financial planner Tim Nash takes us through Ethical Market’s Green Transition Scoreboard.
Bartering With New Technology
We talk to Bunz CEO Sascha Mojtahedi about their new cryptocurrency bartering system, BTZ.
How Technology Is Changing Our Financial Institutions
We talk to Jennifer Reynolds about how technology is changing the financial sector and what can and can't replace people.
Mental Health and Financial Planning
We talk to Anne Kilpatrick as we discuss the impact mental health issues can have on financial planning.
What To Teach Kids About Money And When
We talk to Shannon Lee Simmons as she shares some kid-friendly money primers divided by age.
Investing in Green Energy Is On The Rise
We talk to Tim Nash about the surge of green energy investing and takes us through the Ethical Market's Green Transition Scorecard.
Spare Change & Societal Change: Charitable Donations in a Cash-Free Society
You want to contribute to charity. You believe it’s important. But it isn’t easy to find the money, or to remember to follow through. We’ll look at a new app from Mylo and CanadaHelps that’s working to change that, by rounding up your small purchases and allowing you to donate your spare change. Then, do you really need life insurance? Benjamin Felix has the questions you need to consider. And, why women need to save more than men for retirement---and how to do it---from personal finance expert Rubina Ahmed-Haq. Plus, we profile Prosper Canada’s new digital Learning Hub.
Donate Your Spare Change Easily
We talk to Shannon Craig about the Round Up To Give app which donates your spare change to worthy causes.
Do You Really Need Life Insurance
We talk to Benjamin Felix about whether life insurance is worth getting and who needs it.
Why Women Need To Save More Then Men For Retirement
We talk to Rubina Ahmed-Haq on why women need to put away more of their income to enjoy the same retirement life as men.
Learning Financial Empowerment Online
We talk to CEO Liz Mulholland about Prosper Canada's Learning Hub where Canadians can go online and learn to empower themselves financially.
Money and Moving In: What You Need To Talk About
We talk to Rubina Ahmed-Haq about having the money talk before moving in with your partner.
Expect The Unexpected: How To Budget For A Surprise Pregnancy
Having a baby is expensive, and it can be even more financially stressful if you’re unexpectedly expecting. Personal finance blogger Bridget Casey tells us how she budgeted through her surprise pregnancy. Then, you don't have to wait till 65 to take time off. We’ll talk about mini-retirements with journalist Eric Reed. And, do you really need an emergency fund? CFP John De Goey has some questions to consider. Plus, how to make owning that dream cottage a reality, with Meridian financial expert Allan Tran.
Budgeting An Unexpected Pregnancy
We talk to finance blogger Bridget Casey on how she budgeted for an unexpected pregnancy.
Are You Ready For A Mini-Retirement
We talk to Eric Reed about taking a mini-retirement instead of just a vacation.
Emergency Funds – Do You Really Need Them
We talk to Joey De Goey about when an emergency fund should come into play and if there is a need for it.
How To Make Owning A Cottage A Reality
We talk to Allan Tran about how to make owning that dream cottage a reality.
The Rise of the Reverse Mortgage: Opportunities and Concerns
Reverse mortgages are growing in Canada, but cash-strapped seniors should still proceed with caution. Personal finance columnist Rob Carrick goes through the advantages and disadvantages of reverse mortgages. Then, your guide to robo-advisors with MoneySense’s David Aston. How the Canada Mortgage and Housing Corporation can help you purchase a home. And, we learn more about the “FIRE” movement from Broke Millennial founder Erin Lowry. Plus, a new initiative from Common Wealth that’s working to create a retirement plan for nonprofit sector employees.
The FIRE Movement
We talk to Erin Lowry about the growing number looking to retire early by using the FIRE movement.
Is A Reverse Mortgage Right For You
We talk to columnist Rob Carrick about the rise in reverse mortgages, how they work and who are they right for.
Your Guide To Robo-Advisors
We talk to David Aston about which robo-advisors are the best to choose from and who are the best at what.
What Does The CMHC Actually Do
We talk to Romy Bowers, Chief Commercial Officer from the CMHC to break down what the CMHC do to help Canadians get mortgages.
The Common Good Initiative For Retirement
We talk to Alex Mazer about helping the non-profit sector get the resources to offer a workplace retirement plan for their employees.
10 Year Baby Window: When Women Take Maternity Leave Can Impact The Gender Pay Gap
The gender pay gap exists, but why does it exist? One factor might be the “10-year Baby Window.” We’ll learn more from the New York Times’ Claire Cain Miller. Then, breaking up with your financial advisor is hard. Adam Hennick has created “break up” greeting cards to do the job for you. We look at who shouldn’t be saving for retirement with Vancity’s John Vermeulen. And, how much kids are saving according to RoosterMoney’s Allowance Report. Plus, what Canadians can do about retirement fees.
Does Childbirth Affect The Gender Pay Gap
We talk to Claire Cain Miller if the age when women have kids affects the gender pay gap.
Split From Your Financial Advisor With Breakup Cards
We talk to Adam Hennick about his breakup cards that he designed when you're ready to split from your financial advisor.
Should You Save For Retirement
We talk to John Vermeulen about who shouldn't be saving for retirement and where you should be putting your money to be more productive for your financial well-being.
Kids Are Putting Their Allowance Into Savings
We talk to James Kassam about the findings on how much kids are saving from their allowances according to the Rooster App.
Are Fees Taking A Bite Out Of Your Retirement Fund
We talk to Steve Bridge on why retirement savings fees are such a big issue as well as tips and tricks on how to save on these fees.
Funding Higher Education: How To Use Loyalty Points To Pay Tuition
Everyone knows how expensive higher education can be. But what if you could use loyalty points to pay for it? There’s a program called HigherEdPoints and we’ll talk to its founder Suzanne Tyson. Then, we’ll look at a new platform called Butter that’s working to help you get the most out of your subscriptions. And, more newlywed millennials are keeping their bank accounts separate. We’ll find out why from The Atlantic’s Caroline Kitchener. And Kristin Wong takes us through her new book “Get Money.” Plus, Evolve CEO Raj Lala on how investors can profit from cyber security stocks.
Trade In Loyalty Points For Education
We talk to Suzanne Tyson about HigherEd Points, where you can turn in your AeroPlan points for payments towards post-secondary education.
How To Keep Track Of Your Digital Subscriptions
We talk to Derek Szeto about Butter, an app that tracks your digital subscriptions and helps you manage them and even get some cash back.
Married Millennials Are Financing Separately
We talk to Caroline Kitchener about how millennials are chosing to keep separate bank accounts when they get married.
Live The Life You Want
We talk to Kristin Wong about an easier way to manage your personal finances.
Invest In Cyber Security Trading
We talk to Raj Lala about investing in an exchange-traded fund focused on cyber security.
Pay to Play: Financial Aid For Touring Musicians
The music industry isn’t all glitz and galm. Sometimes a tour can actually cost an artist. We’ll look at a new program from Artist Growth and Pinnacle FInancial that’s offering financial aid to entertainers. Then, Gena Rotsein from Karma & Cents on how Generation Z is changing the business of philanthropy. We’ll discuss the OSC’s new report on Millennials and investing. TheAnswerIs’ David Jenkins gives us some simple investing tips for young people. Plus, Canada’s first medical marijuana program from Manulife Financial and Shoppers Drug Mart.
Getting A Hand When Going On The Road
We talk to Matt Urmy about the new tour finance program for Artist Growth and Pinnacle Financial to help musicians go out on the road.
Do Gen Z Have The Same Philanthropical Sense As Their Parents
We talk to Gena Rotstein that while Gen Z will be getting the biggest inter-generational wealth transfer in history they may not have the same philanthropical sense towards charity.
How Do Millennials Feel About Investing
We talk to Tyler Fleming about how millennials are cautious about investing and at times feel overwhelmed.
TheAnswerIs, A Website To Help Young Investors
We talk to David Jenkins about TheAnswerIs, a website offering young people advice on how to invest wisely and successfully.
A Comprehensive Approach To Medical Marijuana
We talk to Donna Carbell about Manulife and Shopper's Drug Mart's comprehensive approach to medical marijuana.
Crypto-Canada: Will Bitcoin join the beaver as a Canadian icon?
Cryptocurrency is a volatile market, but that hasn’t dampened investor interest. We’ll take a look into the future of the sector with Coinsquare CEO Cole Diamond. Then, beating your bias. Richardson GMP’s Craig Basinger will be here with some strategies to help you improve your decision making. Author and entrepreneur Jeff Wiener shares his strategy for how to allocate business profits. Plus, some tips to help you save money on your commute.
Do You Know Your Digital Currency Market
We talk to Cole Diamond from CoinSquare about the crypto currency market.
Cut The Cost Of Commuting
We talk to Jessica Moorhouse with tips on how to cut down the cost of commuting.
An Entrepreneur’s Guide To Investing
We talk to author Jeff Wiener about the way for entrepreneurs to invest.
Financially Prepare To Be An Entrepreneur
We talk to Jessica Moorhouse on how to succeed as an entrepreneur financially.
Aging Alone: How Solo Seniors Can Prepare For The Future
While aging comes with its own set of challenges, doing it alone can make it even more difficult. Solo senior advocate Carol Marak has some tips on how to navigate retirement. Then, Frazer Rice is here with some money tips for the well-off from his book “Wealth, Actually.” And, we talk about how to “Beat The Bank” with author Larry Bates. Why women should protect their financial interests in a relationship from Meridian’s Amie Burke. Plus, autoTRADER’s Jacob Black on car shopping.
What Challenges Do Solo Seniors Face
We talk to Carol Marak about the challenges that people face if they are aging alone.
Cars For Kids
We talk to Jacob Black about buying a car for a young adult entering post-secondary schooling and what are some tips.
Become Your Financial Advisors Favorite Client
We talk to Frazer Rice on why you should become your Wealth Advisors favorite client.
Women Protecting Themselves Financially With Investing
We talk to Amie Burke on why women should protect themselves financially in a relationship and how to go about it.
Quber: An app that helps you manage your financial goals
We look at a new app called Quber, that helps you achieve your financial goals. Then, why Canadians are excited about credit card rewards programs with J.D. Power’s Jim Miller. And, teaching teens the value of money just got easier. Robin Taub on financial apps for teens. Plus, do students really need tenant insurance? Janine White from Kanetix.ca says they do. And, Canada’s ranking on the annual Natixis Global Retirement Index with David Goodsell.
Visualize Your Financial Goals With Quber
We talk to Jen Leger about using Quber, an app that helps you achieve your financial goals visually.
Canadians Love Credit Card Rewards Programs
We talk to Jim Miller about why Canadians are so excited about credit card rewards programs.
Financial Apps For Teens
We talk to Robin Taub about which financial apps would work best for teens and your family.
Why Students Need Tenant Insurance
We talk to Janine White about what tenant insurance is, what it is and why students need it.
Canada Moves Up In The Global Retirement Index
We talk to David Goodsell about Canada moving into the top ten in the Natixis Global Retirement Index and whether Canada is getting better or are other countries going the other way.
The Pros and Cons of Multi-Level Marketing
Have you ever had a friendship tested by a multi-level marketing pitch? It’s pretty common, according to writer James Fell. We’ll talk to him about “The 13 Multi-level Marketers You’ll Meet In Hell”. Then, we get real about retiring REALLY early. We’ll talk to “Mr. Prairie FIRE”, a staunch supporter of the FIRE Movement. And, students and credit cards can be a dangerous mix. We’ll talk to Alyssa Furtado from RateHub for some dos and don’ts.. Plus, Credit Canada’s Laurie Campbell with some tips on budgeting when you have an irregular income, and SmartSAVER’s Luke Connell on what you need to know about RESPs.
The Pros and Cons Of Multi-Level Marketing
We talk to James Fell about the business model of multi-level marketing and goes through some of the ones you will meet from his book, "The 13 Multi-Level Marketers You'll Meet In Hell".
Turning Your Retirement Dreams Into Reality
We talk to Mr. Prairie FIRE about the FIRE movement about what to do to retire really early.
Credit Card Do’s and Don’ts For Students
We talk to Alyssa Furtado about the do's and don'ts for credit cards and how students can manage them.
Budgeting On An Irregular Income
We talk to Laurie Campbell about budgeting on an irregular income. She also provides steps on how to do it right.
What You Need To Know About RESP’s
We talk to Luke Connell about what you need to know about RESP's and SmartSAVER which connects parents with grants available for those who are looking for additional assistance for post-secondary education.
Love & Money
Economics just got sexier. We’ll talk to Marina Adshade author of Dollars & Sex about what economics has to do with your romantic relationships. And, writing your will just got easier. Kevin Oulds, the founder of Willful.ca, says you can draft your will online in less than 20 minutes. Vanessa Stockbrugger of WomenCents will take us through her 4 E’s to financial power. Then, And Hugh Murphy of Credo Consulting tells us about how to get the most from your financial advisor. Plus, is sustainable fashion worth the price you pay? Outland Denim’s James Bartle makes his case.
Love, Sex & Economics
We talk to Marina Adshade, author of Dollars & Sex about what economics has to do with romantic relationships.
Planning A Will At Home
We talk to Kevin Oulds of Willful about making it easier to draft a will online and at home.
Developing Financial Confidence
We talk to Vanessa Stockbrugger from Womencents about educating women with tools to develop financial confidence.
Where Does Your Financial Advisor Stack Up
We talk to Hugh Murphy from Credo Consulting on their survey on where financial advisors stack up.
What’s next for weed? The Cannabis Companies You’ve Never Heard Of
The big cannabis stocks have been volatile. We’ll talk to Patrick Wood, the CEO Tormont Group about some names you’ve never heard of. And, Alyssa Fischer of Mixed Up Money is here to talk to us about the problems of digital currency and the “What’s Another Dollar” mindset. Then, the many life insurance policy options for Canadians. Lorne Marr will help us navigate through them all. Gary Prenevost takes us through the steps of opening up the ideal franchise. Plus, what investors think of their firm's mobile banking app with Mike Foy.
What’s Next For Weed
We talk to Patrick Wood from the Tormont Group about the ways you can diversify your cannabis portfolio.
The Problems of Digital Currency
We talk to Alyssa Fischer, author of Mixed Up Money about the problems of digital currency and the "What's Another Dollar" mindset.
Investing in Franchises
We talk to Gary Prenevost about the ins and outs of opening up the ideal franchise.
The Importance of Life Insurance Policies
We talk to Lorne Marr about the many options of life insurances and navigating through the different policies.
Do Canadians Like Their Investing Mobile App
We talk to Mike Foy about whether Canadians like their mobile experience from their investors.
Faith and your finances: How financial coaches are connecting to faith-based communities
We’ll talk to financial expert Chris Hogan from Ramsey Solutions about financial coaching in faith based communities. And, Michelle Hilscher from BEworks is here with some tips on how behavioural economics can help you stay out of debt. Laura Paris from Shulman Law Firm has advice on how to separate your online life from spouse, during a divorce. And Jason Armstrong on how mortgage brokers get paid and why it matters. Plus Krista Kerr on how to manage multi-generational wealth.
What Is Financial Coaching
We talk to Chris Hogan from Ramsey Solutions about financial coaching in faith-based communities.
How Do Mortgage Brokers Get Paid
We talk to mortgage broker Jason Armstrong about how brokers get compensated and what it matters to you.
How Behavioural Economics Can Help You Stay Out Of Debt
We talk to Michelle Hilscher from BEworks with tips on how behavioural economics can help you stay out of debt.
Shirtsleeves To Shirtsleeves
We talk to Krista Kerr of Kerr Financial on how to manage multi-generational wealth.
Forgotten Accounts During A Divorce
We talk to Laura Paris from Shulman Law Firm about advice on how to separate the forgotten online accounts from your spouse during a divorce.
How Reliable is Your Car?
We’ll talk about the latest car reliability survey from Consumer Reports with Jon Linkov. And, business coach Elaine Froese (Phrase) is here to tell us how to discuss the undiscussable when it comes to money and family. Melaina Vinski from PwC tells us how behavioral economics can help you save for your retirement. Then, the five biggest mistakes most investors make with Dave Goodsell from Natixis. Plus, we’ll talk about the Investment Protection Clinic’s annual report.
Reliability At The Top When Looking For A New Car
We talk to John Linkov about the results from the Consumers Report's annual car reliability survey.
Discuss The Undiscussable With Business and Family
We talk to business coach Elaine Froese on tips when it comes to talking about agriculture family businesses and money.
How Behavioral Economics Can Help With Retirement Planning
We talk to Melaina Vinski from PwC about how behavioral economics can help save for your retirement.
Five Mistakes All Investors Make
We talk to Dave Goodsell from the Natixis Centre for Investor Insight about the five mistakes all investors make and how to avoid them.
Where To Turn When Your Investments Are Mishandled
We talk to Osgoode Hall Law Professor Poonam Puri and student Caseworker Adam Voorberg about the free legal advice that you can seek if you believe your investments were handled poorly and you can't afford a lawyer.
Helping First-time Homebuyers Secure a Down Payment
Calling all first-time home buyers. We talk to finance professor Moshe Milevsky about how to amass your down payment. And, Questrade’s COO Stephen Graham is here to discuss their new, lower cost portfolios. And, five things you can do now to save on taxes, with Echelon’s Omar Shaikh (Shake). Then, Ellen Bessner joins us to talk about her latest book, Communication Risk: How to bridge the client advisor gap to protect and grow your business. Plus, we’ll talk to about the ABC Financial Literacy program called Money Matters.
How To Get That Down Payment For Your First House
We talk to finance professor Moshe Milevsky about how to amass the down payment for your first home.
Questrade’s New Questwealth Portfolio
We talk to Questrade COO, Steve Graham about their new product, Questwealth Portfolios. An improved version of Questrade Portfolio IQ.
Love To Hate Tax Season But You Can Save
We talk to Echelon's Omar Shaikh about five things you can do now to save on taxes.
Communicate Better With Your Financial Advisor
We talk to author Ellen Bessner about how to communicate better with your financial advisor and how to overcome certain challenges.
Improve Your Financial Literacy
We talk about Money Matters, a national program that helps Canadians improve their financial literacy.
Retirement and Its Discontents: Why We Won’t Stop Working Even if We Can
If you had the choice to stop working right now, would you? Michelle Silver joins us to talk about her book, Retirement and Its Discontents: Why We Won’t Stop Working Even If We Can. Then, the Public Policy Forum’s Jennifer Robson is here to talk about their latest report, Millennial Money: Financial Independence and Well-Being For the Next generation. And, we talk about new cryptoasset educational initiatives from the OSC Investor Office with Tyler fleming. Andrew Dagys is here to tell us about his book, Stock Investing For Canadians For Dummies. Plus, we’ll talk to Invisor’s Josh Miszk about its goal-tracking program, Invisor GPS 2.0.
We Won’t Retire Even When We Can
We talk to author Michelle Silver about why people don't want to stop working even when they can retire.
Stock Investing For Dummies
We talk to author Andrew Dagys about his book Stock Investing For Canadians For Dummies and what is in the latest edition.
How Are Millennials At Financial Literacy
We talk to Public Policy Forum's Jennifer Robson about what challenges millennials face financially.
Crypto Investments and The Risks Involved
We talk to Tyler Fleming from the Ontario Securities Commission about the new crypto asset educational initiative.
Robo-Advisors Helping You Meet Your Goals
We talk to Invisor's Vice-President Josh Miszk about the new Invisor GPS 2.0, a robo-advisor set to help you meet your financial goals.
Freedom 25: How to Fund a Gap Year
A lot of young people want to put their plans on pause and take a year off after high school. We’ll talk to Michelle Dittmer, the co-founder of The Canadian Gap Year Association about how to make the numbers work. Then, the things Snowbirds need to think about when it comes to money, with Evan Rachkovsky from the Canadian Snowbird Association. We talk to Tony Steuer about his upcoming book, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit and Amanda Munday, about a new co-working space called the Workaround that offers childcare. Plus, we have all the investment advice you’ll ever need --- and it supposedly fits on a index card!
Taking A Gap Year
We talk to Michelle Dittmer of the Canadian Gap Year Association about how young people can make the numbers work to take a gap year.
Snowbirds and Money
We talk to Evan Rachkovsky from the Canadian Snowbird Association about what Canadians should be thinking about when it comes to money if they are spending their winters down south.
Financial First Aid Kit
We talk to author Tony Steuer about his book Get Ready! A Step-by-Step Planner For Maintaining Your Financial First Aid Kit and takes us through his Critical Emergency Action List.
Take Your Kids To Work Everyday
We talk to Amanda Munday, founder of the Workaround which is a coworking office space for parents that offers child care while you work.
The Single Index Card
We talk to University of Chicago professor Harold Pollack about how personal finance doesn't have to be complicated and can fit on a single index card.
Retirement Communities with a Theme
Teachers, nuns and nudists. Themed retirement communities are a growing trend. We’ll talk to Sue Johansen from A Place For Mom about the idea, then profile one example here at home. Performing Arts Lodges has been in operation since 1993, serving members of the artistic community. We’ll talk to Adrian Luces and Patty Gail Peaker from PAL. And there’s a new price matching app out there, from Meridian. Andrew Homan will be here to tell us about “Price Drop”Plus, we talk to Mark Morissette, the CEO and founder of Foxquilt, a community based insurance service. And Mahima Poddar from Equitable Bank about its new CSV line of credit.
Themed Retirement Communities
We talk to Sue Johansen from A Place For Moms about the idea of themed communities for senior citizens.
Affordable Housing For Senior Members of the Professional Arts Community
We talk to Adrian Luces and Patty Gail Peaker from PAL Canada about the support and affordable housing they provide for seniors and disadvantaged members of the professional arts community.
Finding Inexpensive Insurance
We talk to Mark Morissette, CEO of Foxquilt. A new fintech company that sets out to harness the power of social groups to help consumers save money on home and auto insurance.
Merging Insurance and Lines of Credit Together
We talk to Equitable Bank's Mahima Poddar about their new product that combines insurance products and lines of credit.
Price Matching Post Purchase
We talk to Meridian's Andrew Homan about their new app called Price Drop, which finds out if there is a cheaper price on something you bought then allows you to get back the difference.
How to Fight About Money Without Ruining Your Relationship
You are going to fight about money at some point -- so you may as well learn how to do it well.
How to Pull Off a Money Makeover
A step-by-step approach to transforming your financial life. Start by choosing one area - just one - so you can focus on taking a few critical actions.
Happy Go Money: Getting the Most Delight for your Dollar
Want to know how to get the most delight for your dollar? We’ll talk to Melissa Leong about her new book, Happy Go Money. Kids are expensive. But many families pay a lot of money before they even bring their kids home, because they’re building their family through adoption. We’ll talk to a financial advisor for some advice on how to plan when you’re pursuing adoption. Then, how to overcome the financial hurdles many millennials face. Conor Richardson, Writer and CPA, joins us to tell us about his new book, Millennial Money Makeover. And, there’s a new season of “The Stats of Life”. Kip Spidell is here to tell us about all of the surprising financial statistics you need to know. Plus, Larry Swedroe is the co-author of Your Complete Guide to a Successful and Secure Retirement. He joins us to tell us more about this book.
Get The Most Delight For Your Dollar
We talk to financial columnist Melissa Leong about her new book Happy Go Money, how to make money and happiness work for you.
Building Family Through Adoption
We talk to Jennifer Myers from SageVest Wealth Managment about the cost of adoption and how to plan your finances.
Millennial Money Makeover
We talk to author Conor Richardson about his new book Millennial Money Makeover which has strategies to turn your finances around when you are still young.
The Story of Statistics
We talk to the producer of "The Stats of Life", a documentary series on CBC centering around money and families.
Have a Successful and Secure Retirement
We talk to author Larry Swedroe about his book Your Complete Guide To A Successful and Secure Retirement on what is important to have a less stressful retirement.
Money Etiquette: Emily Post for Personal Finance
How to handle money etiquette issues with your family and friends.
Family and Finances: How to Handle the Fireworks That Can Explode in Our Relationships
Have a tough financial situation with a family member or friend? Here’s how to handle it.
Millennials and Investing: Helping the Next Generation Get Into the Game
Investing is the key to financial success for millennials. But, for a whole bunch of reasons, many aren’t taking the leap.
Set It and Forget It: How to Set Up An Automated Savings Plan
Automated Savings allows you to pay yourself first.
Brains and Bank Accounts: How Psychology Can Help You Reduce Spending and Eliminate Debt
Resisting the urge to spend is hard. Here are some tricks to help you reduce spending and debt.
In the Groove to Move? How to Know When You’re Ready to Sell Your Home
You’re finally thinking about selling your nest. There are many financial and emotional factors to consider before you make that big move. Here are some tips to help you sort out the pros and cons.
Bits & Bytes: The Answers to All of Your Cryptocurrency Questions
You most definitely have heard of cryptocurrency. But what is it? And why should you care?
How Much Money Do You Need to Save So You Retire Comfortably?
The earlier you start saving for retirement, the better. But how do you start? Here are some tips that can help you retire comfortably.
Tips for Finding a Financial Advisor
A great advisor can make a huge difference in your financial well-being. But how do you go about choosing one? Here are some ways to identify candidates and criteria to use to screen them.
Shift Change: How to Make the Move From “Saver” to “Spender” During Retirement
You’ve been a “saver” for as long as you can remember. Now, you’re transitioning into retirement. Here’s how you can shift from being a “saver” to a “spender” without fear and anxiety.
How Much Money Should you Set Aside for Retirement?
Everyone’s retirement plan is different. Here are the various factors to consider when deciding how much money you should set aside for each stage of your retirement.
How To Minimize the Taxes on Your Kids’ Inheritance
Taxes can get really tricky when it comes to estate planning. What are some ways to minimize the tax you pay?
Why You Should Still Contribute to your TFSA Even When You’re 68
Saving inside a TFSA never gets old.Here are some arguments in favour of continuing to make contributions even well after you’re retired.
How to Withdraw Money from a Spousal RRSP
The idea behind a spousal RRSP is to split your retirement income so you can pay less tax as a couple. Here’s a breakdown of how to withdraw from a Spousal RRSP.
Think “Simple” When Investing in RESPs
What is the simplest and most cost-effective way to invest in RESPs? Here’s what you do.
Four Common Investment Mistakes and How to Avoid Them
Investors make plenty of mistakes when it comes to investing. Here are the top four and how to avoid them.
How Much is Too Much When Investing in Canadian Stocks?
Are you investing too much in Canadian Stocks? Diversify your portfolio and explore the larger markets out there.
Millennials Think Differently When it Comes to Personal Finance
How do Millennials think and behave when it comes to money?
How to Budget When You’re a Student
If you’re a student venturing off to college or university, follow these simple budgeting tips.
Kids’ Education Savings: RESPs Are The Way To Go
There is no such thing as a free lunch. But the RESP is as close to one as you’re likely to get, when it comes to saving.
When to Throw Money at the Problem
The idea of spending money to make a problem go away comes with its negative connotations but here’s how it can work.
How to Prepare for a Job Layoff
If you’re worried about your job security or want to know what to do in the case of a layoff, here are some tips to help you feel more prepared.
Teaching Your Kids About Money
It’s good to prepare your kids for their financial futures at a young age. But what’s the best way to do it? Here’s some advice on how to teach your kids about financial literacy.
The Best Credit Cards in Canada
Is there such a thing as the best credit card in Canada? There are a number of factors to look at when determining the best card for your needs.
Making Debt Disappear
Making debt disappear is easy in theory. You either increase your income or cut your spending. But how do you take action?
All the Things Canadians Have to be Thankful For
As Canadians, we have a lot to be thankful for. Here’s a breakdown of some of the things us Canadians are fortunate to have.
Financial Mistakes and What to do About Them
Ever wanted a financial “do-over”? We’ve all made an impulse purchase at least once in our lives. Here’s what to do about those common financial mistakes.
How to Achieve Financial Independence
Financial Independence, Retire Early. This ideal concept is a growing movement but how does one achieve financial independence?
Financial Planning When You’re a Solo Senior
Living single is quite common. For seniors, living on their own can be challenging at times. Here’s how to overcome some of those challenges.
Spending Money on Experiences
Instead of spending your money on materialistic things, why not try spending your money on real-life experiences?
The 11 Types of Financial Friends You’ll Meet At Least Once in Your Lifetime
There are 11 Types of Financial Friends, argues Wendy Robinson. We’ll look at which types dominate your life and want to do about it. And we’ll talk about a new personal finance book that asks a fundamental question: Do You Really Need It? Author Pierre-Yves McSween is our guest. And Tanja Hester is here to talk to us about her new book, Work Optional: Retire Early the Non-Penny Pinching Way. Plus, we’ll talk about Private Lending with real estate expert Limor Markman. And how to calculate Opportunity Cost with author Robert Brown.
11 Types Of Financial Friends
We talk to Wendy Robinson about the list of 11 types of financial friends that you have she has put together.
Deciding If You Really Need It
We talk to author Pierre-Yves McSween about his book Do You Really Need It about making better money choices.
You Can Be In Real Estate Without The Hassle Of Being A Landlord
We talk to Limor Markman from Financially Fabulous about how to invest in real estate with being a landlord.
What Is The Opportunity Cost
We talk to author Robert Brown about his book Wealthy Like Rabbits about how to assess your spending decisions.
Can Work Be Optional
We talk to author Tanja Hester about her new book Work Optional: Retire Early The Non-Penny-Pinching Way.
Highlights of Million Dollar Neighbourhood on the Oprah Winfrey Network
Highlights from the reality TV show Million Dollar Neighbourhood. The goal is to boost the town's net worth by $1 million dollars over a span of 10 weeks.
Move over “Goodnight Moon”. There’s a new bedtime story — about money
The Adventures of Princess Mikaila and Prince Pete. A new bedtime story, that promises tol teach your kids about money. Then, Shannon Lee Simmons talks about her latest book Living Debt Free. Jim Yih reviews the most common investor mistakes retirees make. Ninja Budgeter’s Mike Greig discusses how to tell if that used car is a lemon. Plus, a home maintenance service, called “Setter”.
Getting Debt Under Control Without Stress
We talk to Shannon Lee Simmons about her book Living Debt Free and how you can come up with a debt repayment plan that works for you.
Have Someone Maintain Your House For You
We talk to Andrew Black from Setter, an app that helps you oversee the maintenance of your house.
Teaching Your Kids About Money
We talk to Mark Tilden from KidsSmartMoney about his book The Adventures of Princess Mikaila and Prince Pete with the aim to teach kids about money.
Common Investment Mistakes By Retirees
We talk to Jim Yih about some common investment mistakes made by retirees.
Listen Up: How to find the perfect pair of headphones
Headphones range dramatically in price and performance. We’ll talk to Laura Dragan tester of over 1,000 pairs - about what to look for. And, Sharon Hartung is here to tell us about her new book Your Digital Undertaker: Exploring Death in the Digital Age in Canada. Then, Ninja Budgeter’s Mike Greig discusses how to tell if that used car is a lemon. Plus, white collar retirement planning with Manulife’s Kurt Rosentreter. And, how ETFs may be increasing the cost of financial advice with Rona Birenbaum.
How To Find The Perfect Pair Of Headphones
We talk to Laura Dragan, who has tested over 1000 pairs of headphones, on how to find the perfect pair.
ETF’s Are Increasing The Cost Of Financial Advice, What Can You Do
We talk to Rona Birenbaum, found of Caring For Clients, about what as an investor you can do about how ETF's are increasing the cost of financial advice.
White Collar Retirement Planning
We talk to Kurt Rosentreter from Manulife about the 3 big financial goals that often come together at almost the same time.
How To Pick Out The Right Used Car
We talk to Mike Greig, the Ninja Budgeter about 13 simple ways to tell if the used car you are looking at is a bad idea.
Don’t Forget Your Digital Life In Your Estate
We talk to author Sharon Hartung about making sure you don't forget your digital life in your estate planning.
Resolver: An online tool to help you fix customer service complaints
Got a complaint about a certain business or service? Resolver can help you get it fixed. Tom Smith is here to tell us about how this online-tool can help you complain effectively. We’ll talk to ProShare’s Steve Cohen about “PAWZ”, a new pet industry ETF. And, Jenifer Bartman is here to tell us about her new book Defusing the Family Business Time Bomb. Then, an opera singer turned financial planner? Chris Enns, founder of Rags to Reasonable, joins us to talk about “financial misfits”.
What Happens To Businesses When Boomers Retire
We talk to author Jenifer Bartman about her book, Defusing The Family Business Time Bomb and the challenges that arise when boomers retire.
Where To Complain When You Have To
We talk to Tom Smith from Resolver Canada about their online tool which can help you complain effectively.
Investing In The Pet Industry
We talk to Steve Cohen from ProShare about their new pet care exchange traded fund, PAWZ.
You Don’t Have To Feel Like A Financial Misfit
We talk to Chris Enns on how he went from "financial misfit" to financial planner and how he is helping other misfits.
How Car Shopping Is Becoming Less Anxious
We talk to TMG International's John Bardawill about what is changing at car dealerships and how buyers can make car purchasing a better experience.
Immigrants and money: Overcoming the barriers
If you’re new to Canada, navigating the financial world can be challenging, for a whole number of reasons. RBC’s Ivy Chiu is here to talk about some solutions. We’ll profile FeeDuck, a new online tool that connects you with a professional real estate agent. And, insight into the gender gap in personal finance with CPA. Plus, new software called Passiv, that helps you manage your passive-investing portfolio.
The Challenge Of Navigating The Financial World For Newcomers
We talk to Ivy Chiu from RBC about the initiatives they have to help newcomers navigate the challenges of the financial world.
Matching Up With A Real Estate Agent With FeeDuck
We talk to FeeDuck's co-founder Warren Mascarenhas about their online tool that makes it simple to find a real estate agent that fits your needs.
How To Make Passive Investing Work For You
We talk to Brendan Lee Young who co-founded Passiv, a web-based software program that helps you manage your investments with a passive strategy.
A Look At The Gender Gap In Personal Finance
We talk to financial expert Robin Taub about the findings from a new study done by CPA Canada and is there really a gender financial gap or is it more a personality gap.
Financial Concierge: Helping Seniors Manage Their Money
A service specifically for seniors that helps them organize their personal finances. Jill Chambers from Financial Concierge is here to tell us how it works. And, Bank on Yourself: Why every woman should plan financially to be single even if she is not with authors Leslie McCormick and Ardelle Harrison. Then, a new study from Echelon Wealth Partners that explores the barriers women face when it comes to controlling their finances. And, a new retirement system that considers today’s rapidly changing workforce. Plus, a look at five years of data from the Advocis Financial Advisors Index.
Helping Seniors Organize Personal Finance
We talk to Jill Chambers from Financial Concierge about their service specifically for seniors that helps them organize their personal finance.
Money And The Single Girl
We talk to authors Ardelle Harrison and Leslie McCormick about their book Bank On Yourself: Why Every Woman Should Plan Financially To Be Single, Even If She Is Not and the need to plan differently.
The Barriers Women Face In The World Of Personal Finance
We talk to Debbie McGrath from Echelon Wealth Partners about their white paper, Why Not Now. Which is about the many barriers women face in the world of personal finance.
Understanding Where The Markets Are Going
We talk to Western University Chuck Grace and Advocis president Greg Pollock about the Advocis Financial Advisors Index they developed and what it can tell us about the markets and the future.
Retirement Planning Is A Challenge Without Company Benefits
We talk to Common Wealth's Alex Mazer about portable non-employer retirement benefits when you don't have access to company benefits or a defined contribution plan.
Bon Voyage: An Employer Matched Travel Savings Program
A employer-matched travel savings program that helps employees turn their dream vacation into a reality. Vacation Fund’s Co-founder and CEO Erica Pearson is here to tell us how it works. And, consumer advocate Christopher Elliott on why you should consider cutting your rewards cards into tiny pieces. Then, Phil Buchanan tell us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Plus, a new digital bank on the scene called motusbank. And the results from the 2019 Household Debt Survey.
Vacationing With Help From Your Employer
We talk to Vacation Fund CEO, Erica Pearson, about their new employer-matched travel savings program.
Reward Cards, Are They Really Beneficial
We talk to Christopher Elliott, found of Elliott Advocacy, about why you should cut your rewards cards into tiny pieces.
Give Where It’s Impactful
We talk to author Phil Buchanan about his new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count.
Making Way For A New Digital Bank
We talk to Motusbank's COO, Dave Baldarelli about Canada's newest digital bank.
How Canadians Can Tackle Their Household Debt
We talk to consumer advocate for FP Canada, Kelley Keehn about the results of the 2019 Household Debt Survey and how Canadians can tackle their debt.
Money & Conflict: How to deal with the drama and get your finances on track.
Conflict gets a bad name. Liane Davey argues it is a key component in healthy relationships. We’ll talk about her book The Good Fight and how it relates to money. And, building confidence with money starts with some basic math. Vanessa Vakharia will be here to talk about her book Math Hacks. Then, family lawyer Laura Paris on dogs and divorce. Plus, a primer on open banking from Payments Canada, and a new financial podcast from Manisha Thakor called TrueWellth.
Money & Conflict: Key Components In A Healthy Relationship
We talk to author Liane Davey about her new book The Good Fight and how conflict is critical for a healthy relationship.
Math Is Important To Managing Money
We talk to author Vanessa Vakharia about her book Math Hacks to help kids feel comfortable about money by helping them with .
Defining Success In Many Ways
We talk to Manisha Thakor from Brighten Jones about her new podcast, TrueWELLTH. Helping people focus on what matters to them the most.
Pets And Divorce
We talk to Laura Paris from the Shuman Law Firm about changes that could be coming to Canada in regards to the Family Law Act and why couples should consider their pets in any separation agreement.
We talk to Justin Ferrabee, COO of Payments Canada about what you need to know with open banking.
The 6 Money Tasks to do Every Work Anniversary
I think I’ve found a way to make a meaningless work anniversary actually mean something. We can use it as a catalyst, a prompt, or a trigger to take on some tasks related to your money at work.
‘Financial infidelity’ is shockingly common in couples, says recent poll
“To love, honour and…tell the truth about money.” Does there need to be an addition to the standard marital vows in our culture?
Do Your Finances “Spark Joy”?
The KonMari Method is based on one, fundamental question: Does the item you are holding in your hands “Spark Joy”? If it does, keep it. If it doesn’t, thank it and then get rid of it.
Debunking Debt Collection Agency Myths
What happens when the debt collector calls? Insolvency trustee Doug Hoyes talks about your rights, and how to handle the calls. Then, finding the perfect financial advisor can be a tough task. Robert Irwin, Co-founder of Match Worth, is here to tell us how its online tool can help you find the advisor that’s right for you. And, Nest Wealth’s Randy Cass tells us about the “holy trinity” of retirement savings. Plus, what this year’s J.D. Power investor satisfaction survey says about Canada’s investment firms.
Debunking Collection Agency Myths
We talk to insolvency trustee Doug Hoyes about how to deal with debt collection agencies as well debunk some common myth.
How To Find A Great Financial Advisor
We talk to Robert Irwin from MatchWorth about helping people make the perfect match with a financial advisor.
The Only Things Certain – Death and Taxes
We talk to John Natale from the AVP of Tax and Retirement Services at Manulife Financial about what you really need to know about death and taxes.
When To Start Worrying About Retirement Savings
We talk to Randy Cass, founder of NestWealth about this "Holy Trinity" of retirement savings and if you follow these steps saving for retirement will be a lot less challenging.
How Canadians Feel About Investor Firms
We talk to Mike Foy from J.D. Power about its latest survey. He’ll tell us what why satisfaction with Canadian investor firms is slipping and what it means for investors and the firms.
Disability Rights 101. All you need to know if you get injured
What happens when you’re injured? Personal Injury lawyer Meghan M. Hull Jacquin is here to with some disability rights 101. Then, holding your financial advisor accountable. Author and advisor John De Goey joins us to tell us about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors. And, Canada’s cashless future. We talk to Equitable Bank’s CEO Andrew Moor about the benefits and drawbacks of going digital. Plus, we talk to author Jennifer Buchanan about her new book Wellness Incorporated: The Health Entrepreneur’s Handbook.
What Happens When You Are Injured
We talk to personal injury lawyer Meghan M. Hull Jacquin about disability rights 101 and what options you have if you are injured off the job.
Keeping Financial Advisors Accountable
We talk to author John De Goey about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors and how we can keep financial advisors accountable for their mistakes.
How To Build A Sustainable Business
We talk to author Jennifer Buchanan about her book, Wellness Incorporated: The Health Entrepreneur's Handbook on how to build a sustainable business in the health and wellness sector.
A Cashless Future
We talk to Equitable Bank's President and CEO Andrew Moor on why he believes it is time to move to a cashless society.
Creating Their Own Content
We talk to WealthSimple's creative director Mike Giepert on financial institutions' approach on creating their own content.
The Latte Factor: Personal Finance Expert David Bach on his newest book
Maybe it’s time to rethink your daily five dollar latte. David Bach is here to tell us about his latest book, The Latte Factor and how you can live a rich life by making even the slightest changes. Then, Izet Elmazi is a portfolio manager at Bristol Gate Capital Partners. He joins us to tell us about how they use artificial intelligence and machine learning to help you invest. And, AI is also changing how we budget. RBC’s new mobile banking feature NOMI Budgets uses AI to personalize a budget for each user. Senior Vice President of Digital Peter Tilton is here to tell us more. Plus, a new online tool that helps you find the perfect financial advisor. AdvisorSavvy’s founder Solomon Amos joins us to tell us how it works.
Time To Rethink Your Daily Five Dollar Latte
We talk to author David Bach about his latest book, The Latte Factor and how you can live a rich life by making even the slightest changes.
How AI Is Changing The Way We Invest
We talk to Senior Portfolio Manager Izet Elmazi from Bristol Gate Capital Partners on how they use AI and machine learning to create a unique set of investment products.
How To Find A Great Financial Advisor
We talk to AdvisorSavvy's founder Solomon Amos on how this online service will help you find that perfect financial advisor with a collection of feedback to help you find, compare and rate local advisors.
Using AI To Create Personalized Budgets
We talk to RBC's Senior Vice President of Digital Peter Tilton about their new app, NOMI. Which helps non-budgeters manage their finances.
Income Share Agreements: Exploring a new model of educational funding
Homeownership is the goal for many young families. Sometimes parents are willing and able to their kids reach that goal in the form of a gift or a loan. Meridian’s Jason Davenport is here to help us weigh the pros and cons in investing in property for our adult children. Then, Economist Linda Nazareth joins us to talk about Income Share Agreements, a new model of educational funding that’s on the rise in the U.S. and could potentially be making headway in Canada as well. And, a test to determine your emotional relationship to money. John Christianson is here to tell us about his Money EQ test. Then, Borrowell’s Eva Wong is here with tips on how to correct or dispute mistakes on your credit report. Plus, how to calculate how much you can spend in retirement with actuary Fred Vettese, author of Retirement Income for Life.
Helping Your Kids Buy Property
We talk to Meridian Credit Union financial expert, Jason Davenport on the ins and outs with helping your kids buy a property.
A Different Look At Educational Funding
We talk to economist Linda Nazareth about a new model of educational funding called "Income Share Agreement" and it's making it's way into Canada.
Living A Truly Wealthy Life
We talk to the found and CEO of Highland Private Wealth Management, John Christianson about his Money EQ Test that helps people explore their emotional relationship to money.
Fixing A Mistake On Your Credit Report
We talk to the COO of Borrowell, Eva Wong about how to go about correcting an error that shows up on your credit report.
How Much To Spend During Retirement
We talk to Fred Vettese about how to figure out if you are spending too much or too little during retirement.
The Tough Ones: How to get a mortgage when your situation isn’t simple
How to get a mortgage when your situation isn’t simple. Robert McLister, founder of RateSpy.com is here with some solutions for securing tough mortgages. Then, want to know how to get the most delight for your dollar? We’ll talk to Melissa Leong about her new book, Happy Go Money. And, an inspiring platform that helps women achieve financial success. Bola Sokunbi is here to tell us about Clever Girl Finance. Then, ditching the desk. Michael Consento, CEO of My Blue Umbrella, joins us to talk about how to get your finances in order before turning your side hustle into a full-time business. Plus, editor-in-Chief of MoneySense Sandra Martin on what’s next for the online personal finance magazine.
How To Get A Mortgage When Life Isn’t Simple
We talk to Robert McLister, founder of the mortgage rate comparison site RateSpy, about solutions on ways to get a mortgage when your life isn't that simple.
How To Find Your Groove Regardless Of Your Bank Balance
We talk to the Bola Sokunbi, the creator of the platform Clever Girl Finance. A guide to help women achieve success throughout their own financial journeys.
Moneysense: 20 Years Later
We talk to Moneysense's new editor-in-chief, Sandra Martin on repositioning itself for the future after Ratehub.ca purchased it from Rogers Media.
Getting Your Finances In Order To Pursue Your Dreams
We talk to the CEO of My Blue Umbrella, Michael Contento about all the things you need to know before becoming your own boss.
Career Rookie: A Get-It-Together Guide for Grads, Students, and Career Newbies
Calling all recent graduates! Don’t know what you want to do with your life? You’re not alone. Sarah Vermunt talks about her latest book Career Rookie: A Get-It-Together Guide for Grads, Students, and Career Newbies. Then, how do financial advisors get paid? Sandi Martin of Spring Financial Planning is here to take us through the options. Phil Buchanan, the president of the Center for Effective Philanthropy, is here with some fundraising etiquette tips. And, Focusmate, a new tool that can help you beat procrastination and increase productivity. Plus, personal finance expert Lesley-Anne Scorgie on parental leave pitfalls and how to avoid them.
Calling All Recent Graduates
We talk to author Sarah Vermunt about her latest book, Career Rookie: A Get-It Together Guide for Grads, Students and Career Newbies for when you don't know what to do with your life.
How To Work With A Fee-Based Advisor
We talk to Sandi Martin, a financial planner and partner at Spring Financial Planning on what exactly is a fee-based advisor and how you can work with one.
Parental Leave Pitfalls
We talk to Lesley-Anne Scorgie about what parental pitfalls there are and what you should be aware of before you go on leave.
Making Fundraising Less Awkward
We talk to the president of the Center For Effective Philanthropy, Phil Buchanan as he takes us through some fundraising etiquette tips.
How To Stop Procrastination When You Are Working From Home
We talk to Taylor Jacobson, the founder of FocusMate. Software made to help you improve the way you work.
Second Opinion: How to get an objective report on your financial advisor
Karin Mizgala from Money Coaches Canada is here to tell us about their investment report card that helps you assess your financial advisor’s performance. Then, estate planning for immigrants. Dentons’ Pia Hundal is here to tell what new Canadians should know when drafting their will. Salman Ahmed from Steadyhand joins us to tell us about financial stewardship. And, finding out what success really means to you. Author Laura Gassner Otting is here to tell us about her latest book Limitless: How to ignore everybody, carve your own path, and live your best life. Plus, Rewirement: Rewiring the way you think about retirement with Carson Group’s Jamie Hopkins.
Get a Second Opinion
We talk to the co-founder of Money Coaches Canada, Karin Mizgala on their On Your Side Investment Report Card service and why you should get a second opinion on your investment portfolio.
Estate Planning For Immigrants
We talk to Pia Hundal, partner in Dentons’ Litigation and Dispute Resolution group on what new Canadians should know about estate planning when drafting a will.
Carving Your Own Path
We talk to author Laura Grassner Otting about her book Limitless: How to ignore everybody, carve your own path, and live your best life andon finding purpose in work and life.
Be A Better Steward With Money
We talk to Salman Ahmed, a portfolio manager at Steadyhand about how we can all be better stewards when it comes to our own money.
Retirement Savings vs Retirement Income Planning
We talk to Jamie Hopkins, director of retirement research at the Carson Group about his latest book Rewirement: Rewiring the way you think about retirement and how you can make it less challenging.
The Financial Responsibility of Owning a Pet
Owning a pet takes a lot of commitment. It also comes with a huge financial responsibility. Here are some financial planning tips you need to know about before deciding to get your very own furry best friend.
How to Know If You’re Investing Wisely
Here are three guidelines to help you know if you’re investing wisely.
What to Do When the Collection Agent Calls
Don’t know what to do when the collection agent calls? Here’s how to dig yourself out of a mountain of debt.
How to Invest Your Inheritance Money
No idea what to do with your inheritance money? Bruce shares some advice on how to make this investment a meaningful one.
Budgeting for a Home Renovation
Planning to renovate your home? You’ll need a budget for that. Here are some tips that can help make sure your next home renovation project doesn’t break the bank.
Breaking down the Federal Budget
What does the federal budget mean for your bank account? Bruce Sellery takes us through all you need to know.
All You Need to Know About Apple’s New Credit Card
Apple is launching a new credit card this summer. How does it work? Is it worth it? Bruce Sellery weighs in.
Teaching Your Kids About Money
Want to teach your kids about money but have no idea where to start? Bruce Sellery discusses what to focus on first.
Consumer Debt in Canada Is an Issue—but No Need to Panic
According to a recent Ipsos Reid survey, a high number of Canadians are flirting with financial insolvency. But it might not be as bad as it appears.
Fake Financial News and How to Spot It
#FakeNews is bombarding your social media channels. Here are some tips on how to spot fake financial news before it affects your wallet.
How to Get Your Will in Order
When the legendary singer Aretha Franklin died last August, it was reported that she hadn't left a will but now 3 separate handwritten wills have emerged. We can learn a thing or two from this unfortunate situation.
Budgeting for Your Kids’ Summer Activities
It's never too early to start making a plan to fund your kids' extracurricular activities. Bruce has some tips on how to create a budget.
What to Consider Before Making a Mid-Life Career Change
Thinking about making a mid-life career change? Here is everything you should consider before making the big move.
Open Banking: Do We Need It?
Open banking is the hottest new banking trend. But what is it? Do we really need it? Bruce has all the answers for you.
When to Use Online Reviews
Nowadays you can find a review on just about anything. There are review websites for restaurants, hotels and even prisons. But it's important to know when you should trust review sites or just trust your gut. Bruce discusses how to use review sites to get the best value for your money.
Digital Nomads: The best and cheapest places to work abroad.
Kat Kalashian, the editor of Live and Invest Overseas, is here to tell us the six best and cheapest places to live and work abroad. Then, selling your house without a traditional real estate agent. Leanne Taylor from PropertyGuys.com will try to convince you you’re not insane. And, all you need to know about consignment store franchises. OutGROW OutPLAY’s Casandra Robinson is here with insight into the business behind the blue jeans. Plus, Teaching your kids about money through chores. The CEO of RoosterMoney, Will Carmichael, is here to highligh the top 10 most lucrative kids chores. And, Jean-Philippe Provost will explain how Mercer Invest Wise could help you save money at work.
The Best and Cheapest Places To Live and Work
We talk to the author of Live and Invest Overseas, Kat Kalashian about what are some of the best and cheapest places to live and work abroad.
Reduce The Stress Of Buying A House
We talk to Leanne Taylor from PropertyGuys.com about how they are trying to help you buy a house without the high price.
Helping Your Wallet With Consignment Stores
We talk to the co-fouder of OutGROW OutPlay, Casandra Robinson about how their children's consignment pop up concept franchise works and how they are keeping costs down for parents.
The Most Lucrative Chores For Kids
We talk to Will Carmichael, the CEO of RoosterMoney about which chores are the most lucrative for kids to earn money.
Reducing The Financial Stress On Employees
We talk to Jean-Phillipe Provost, senior partner and wealth business leader for Mercer Invest Wise on their investing solution by eliminating financial stress faced by employees and help them achieve their financial goals.
Chores Galores: Hire and Fire Your Kids is an app to organize the whole family
Clear. The. Table! Jody Swain is here to tell us how the Hire and Fire Your Kids App can teach your kids about money and responsibility. Then, factoring cannabis into your budget. Money After Graduation’s Bridget Casey shares her tips. And, Mack Rogers, from ABC Life Literacy Canada is here to tell us about their latest Money Matters program for people with diverse abilities. Plus, a financial checklist for newcomers to Canada with Enoch Omololu, founder of Savvy New Canadians. And, Hadielia Yassiri from Forthlane Partners on the firm’s four quadrant approach to wealth.
Making Room In Your Budget For Cannabis
We talk to Money After Graduation's Bridget Casey about how to factor cannabis into your budget with all the costs that factor into being a user.
Hiring and Firing Your Kids
We talk to Jody Swain, founder of the Hire and Fire Kids app about teaching kids the value of money and work with a fun game.
Changing Way Families Engage With Their Wealth
We talk to Hadielia Yassiri, head of Strategic Wealth Planning for the Forthlane Partners and their "Four Quadrant Approach" to get families to change their ways to look at wealth.
Helping New Canadians Manage Their Money
We talk to Enoch Omololu, founder of Savvy New Canadians about the financial checklist they have developed for newcomers to Canada to help them manage their money when customs are different.
The Importance of Having Strong Financial Literacy Skills
We talk to Mack Rogers, Executive Director of ABC Life Literacy Canada about the program they have developed to help build financial literacy skills.
Pets and your estate plan: Really? Yup. Really.
Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how. Then, myths about active versus passive investing abound. Todd Schlanger from Vanguard is here to dispel them. And, Church+State CEO Ron Tite is here to tell us about his new book, Think. Do. Say: How To Seize Attention and Build Trust in a Busy, Busy World. Plus, managing the risk of cognitive impairment in your estate plan James Hunter from Echelon Wealth Partners. And, Judy Paradi and Paulette Filion on their book Invest in Her: The Smart Financial Advisor’s Guide to Winning Female Clients in 6 Easy Steps.
Be More Female Focused In Advising
We talk to Judy Paradi and Paulette Filion, co-founders of StrategyMarketing.ca, about their book INVEST(IN)HER: The Smart Financial Advisor's Guide to Winning with Female Clients in 6 Easy Steps.
Estate Plans For Pets
We talk to Amy Deitz-Graham from BMO Nesbitt Burns about their focus on making pets a part of your estate plan so they are not forgotten.
Managing Cognitive Impairment In Estate Planning
We talk to James Hunter, head of Wealth Management at Echelon Wealth Partners about safeguarding your personal wealth before there is any cognitive impairment.
The Myths and Misconceptions of Passive and Active Investing
We talk to Todd Schlanger, senior investment strategist at Vanguard, as he debunks the myths and misconceptions of both passive and active investing.
Becoming More Effective With Your Money
We talk to marketing executive and speaker Ron Tite about his new book, Think. Do. Say. and its' organizational approach for you to manage your money.
Why you should consider giving your teen a credit card
Teens and credit cards: why giving your teen plastic money might just be a good thing with the Globe and Mail’s personal finance columnist Rob Carrick. Then, an online resource that helps you find your family a home near the school of your dreams. Carolyn Keesh, co-founder of SchoolQ is here to tell us how it works. And, Math guru and musician Vanessa Vakharia tells us why math is a musicians best friend. Plus, a trivia game that helps you pay off your student loans with Givling’s chief marketing officer Seth Beard. And, debunking common retirement myths and pitfalls with certified financial planner and money coach, Steve Bridge.
Teens And Credit Cards
We talk to the Globe & Mail's personal finance columnist, Rob Carrick, on why giving your teen a credit card might be a good thing.
Schools Matter When Buying A House
We talk to the co-founder of SchoolQ, Carolyn Keesh, about how they are helping families determine the quality of local schools when buying a house.
The Connection Between Math And Music
We talk to The Math Guru, Vanessa Vakharia, on why math should be a musician's best friend.
Winning At Trivia Means Paying Off Your Student Loans
We talk to Givling's Chief Marketing Officer, Seth Beard, about people being able to help pay off their student loan with the Givling online trivia game.
Maximizing Your Income For Retirement
We talk to financial planner, Steve Bridge, on the many myths and pitfalls out there that may be preventing you from making the most out of your retirement savings.
The Importance of Financial Inclusion
Some Canadians may have difficulty accessing appropriate financial services. There are about one million Canadian adults who are "unbanked" meaning they don't have a bank account. This is why financial inclusion is important. Bruce Sellery tells you more about what financial inclusion is and why we shouldn't take the financial services we receive for granted.
Navigating Home Renovations
Home renovations aren't easy. That six-week basement renovation took longer than expected and may have even gone over budget. But what is a non-disparagement clause? And what does it have to do with your home renovation? Bruce Sellery breaks it down for you.
HERO: Canada’s first eGaming and eSports ETF
The eSports industry is growing and now you can get involved through Canada’s first gaming ETF. Raj Lala, president and CEO of Evolve ETFs is here to tell us about HERO. Then, figuring out your final wishes. Sue Jacques, consultant and former death investigator takes us through her R.I.P Bucket List Worksheet. And, Stephanie Wolfe, Money coach and founder of the Wolfe Collective, is here to tell us how financial stress impacts women and how to relieve it. Plus, an investment product that reflects vegan values. Claire Smith, CEO of Beyond Investing tells us more about the first ever Vegan ETF. And, Robert Price founder and CEO of Bōde, a real estate platform for savvy consumers , joins us to tell us how it works.
Plan Your Final Wishes With The R.I.P Bucket List
We talk to Sue Jacques about the difference between your will and your wishes and using her R.I.P Bucket List to make sure you get what you want.
Investing In Vegan On The New York Stock Exchange
We talk to Claire Smith, CEO of Beyond Investing, about the first vegan ETF on the New York Stock Exchange.
Causes Of Financial Stress
We talk to Stephanie Wolfe, an accredited financial counselor and founder of the Wolfe Collective, about the causes of financial stress and what you can do about it.
Playing Investment Games
We talk to Raj Lala, President and CEO of Evolve ETF, about the new gaming ETF, HERO and how big eSports is becoming.
Using Technology To Buy and Sell Your Home
We talk to the founder and CEO of Bōde, Robert Price, about how their online platform that uses technology to help you buy and sell your home without the use of real estate agents.
Tips for improving your credit score
You know it’s important to have good credit but how exactly can you improve your credit score? Julie Kuzmic, Equifax Canada’s director of consumer advocacy, shares her tips on how to build up good credit. Then, all you need to know about the stock market. Michele Schneider goes over the basics in her latest book Plant Your Money Tree. And,George Papazov, founder and CEO of TRADEPRO Academy, is here to tell us more about this online training platform to help anyone learn the basics of trading. Plus, Phil Buchanan tells us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count.
How Your Credit Score is Calculated
We talk to Equifax Canada's director of consumer advocacy, Julie Kuzmic, about where do you get your credit score from, how is it calculated, how to improve it and what does it all mean.
Is Day-Trading Still A Thing?
We talk to the founder and CEO of TRADEPRO Academy, George Papazov, on how people are still trading stocks in their PJ's. As well how others can learn more about the world of trading from their academy.
Where To Learn More About Investing
We talk to Michele Schneider, director of trading education from Market Gauge, about her book Plant Your Money Tree on how to understand the stock marketing better.
Full Episode: Helping your adult children buy their first home
Are you thinking of financially helping your adult children buy a home? Alan Desnoyers, Senior Vice-President of BMO Private Wealth, is here to tell you how much is too much. Then, how your assumptions about money may be getting in the way of your goals. Sarah Vermunt, career coach and founder of Careergasm, is here to take us through these assumptions and how to get over them. And, Equifax Canada’s Julie Kuzmic will tell you how to improve your credit scores and how long it will take to do it. And, Jacob Jackson from the Lean House Effect, presents his argument for why there’s no point in credit card points. Plus, economist Keisha Blair’s latest book, Holistic Wealth: 32 Life Lessons to Help you Find Purpose, Prosperity and Happiness.
Financial Wellness Tips
We talk to author Keisha Blair about how she strengthened her financial identity and wellness after her husband unexpectedly died at a young age. Her book Holistic Wealth: 32 Life Lessons to Help you Find Purpose, Prosperity and Happiness offers financial wellness tips specifically geared towards women.
Helping Your Adult Kids Buy A House
We talk to the Senior Vice President of BMO Private Wealth, Alan Desnoyers, about whether parents should help their kids buy their first house and if so how much should they give.
The Top Five Money Assumptions
We talk to career coach and author of Careergasm and Career Rookie, Sarah Vermunt, about the top five money assumptions and how they are getting in your way.
Improving Your Credit Score
We talk to the Director of Consumer Advocacy for Equifax Canada, Julie Kuzmic, on how to improve your credit score and how long it is going to take.
Get Rid Of Your Points Credit Card
We talk to Jacob Jackson, founder of the Lean House Effect, on why switching to a cashback credit card is better for your bank account and also better for the planet.
Full Episode: You Are Awesome: How to be resilient in times of failure
Learning to get back up again after you fall. Neil Pasricha is here to tell us about his latest book You Are Awesome: How to Navigate Change, Wrestle With Failure, and Live and Intentional Life. Then, more of your questions about credit answered. Author and personal credit expert Richard Moxley shares insight from his book The Credit Game: Rules Every Canadian Must Know to Win. And, battling debt. Laurie Campbell, CEO of Credit Canada is here to tell us about a recent survey highlighting the challenges Canadians face when it comes to debt. Plus, improving access to financial advice with Philip Barrar, founder and CEO of Mylo.
Learning To Get Back Up Again After You Fail
We talk to author, Neil Pasricha , about his book You Are Awesome: How to Navigate Change, Wrestle with Failure, and Live an Intentional Life on being resilient in life.
Credit is a Game
We talk to author, Richard Moxley, about his book The Credit Game: Rules Every Canadian Must Know to Win.
Tips On Getting Out Of Debt
We talk to Credit Canada's CEO, Laurie Campbell, on how Canadians are tackling their debt with optimism and tips on how you can get out of debt.
Improving Financial Success For Canadians
We talk to the founder and CEO of Mylo, Philip Barrar, on how they are helping Canadians with their banking and financial advice app.
Is Travel Insurance Enough to Protect Your Holiday?
Bruce discusses how you can protect yourself when travel companies fail. Can you turn to credit companies if travel insurance isn't enough?
What Credit Card Features Matter
Bruce discusses which credit card features are important when deciding which card is best for you.
A Look At Facebook’s Digital Currency
Facebook is planning to launch its very own digital currency called Libra. But is Facebook's plan to make a more efficient payment system worth it for the millions of users who use the platform every day? More importantly, is it safe?
Full Episode: ‘Buy now, pay later’: You can. But should you?
Sezzle lets you ‘buy now’ and ‘pay later’. But is an installment payment plan right for you? Patrick Chan, General Manager of Sezzle’s Canadian business, is here to tell us how it works. Then, David O’Leary, founder of Kind Wealth, tells us about subscription based fee-only advice. And, choosing the right life insurance plan. PolicyMe’s Laura McKay, tells us about the comparison site. And, Sarah Asebedo, certified financial planner and lead author of a new study from the American Psychological Association, on how personality traits can affect retirement spending. Plus, Kornel Szrejber is here to tell us about Build Wealth Canada.
The Better Way To Choose Life Insurance
We talk to PolicyMe's co-founder and President, Laura McKay, on how they are helping Canadians find what is the best life insurance policy is for them.
The Difference Between Fee-Based and Fee-Only Financial Advice
We talk to the founder of Kind Wealth, David O’Leary, on the different costs associated with financial advice.
How Do Personality and Psychological Characteristics Affect a Portfolio
We talk to certified financial planner, Sarah Asebedo, on the findings from her study on how personality and psychological characteristics affect a portfolio.
Buy Now, Pay Later
We talk to Sezzle's Canadian general manager, Patrick Chan on how they work as an installment payment company.
Helping Canadians With Their Finances
We talk to Kornel Szrejber on the resources his website, Build Weath Canada offers to help get Canadians a handle on their finances.
Full Episode: Do budgeting apps really help you save money?
Living the “need less, want less” lifestyle. Michael Burns, president and CEO of the Princess Margaret Cancer Foundation, tells us about its “Saving is the New Savings” initiative. Then, Sara Johnson, director of wealth planning at BMO Private Wealth, tells us how you can add art to your investment portfolio. And, do budgeting apps really save you money? Chuck Howard, from the University of British Columbia brings us his findings on the question. Plus Adrian Spitters’ new book Who’s Investing Your Money? And Mack Rogesr on the Family Literacy First program from ABC.
Living The “Need Less, Want Less” Lifestyle
We talk to Michael Burns, President and CEO of the Princess Margaret Cancer Foundation about their new Saving Is The New Savings initiative.
Do Budget Apps Work
We talk to Chuck Howard, a PHD student at the University of British Columbia on his study of whether budgeting apps really work.
Adding Art To Your Portfolio
We talk to Sara Johnson, the director of wealth planning at BMO Private Wealth about adding art to your portfolio and what you should consider when it comes to gifting art.
Keeping your Family’s Wealth
We talk to author Adrian Spitters about his latest book, Who's Investing Your Money, that has tips for choosing the best financial advisor that can help you build and grow your family's business wealth.
Helping Adults Improve Their Financial Literacy Skills
We talk to both the executive director of ABC Life Literacy Canada, Jim Saclamacis, and the head of branch network for HSBC Canada, Mack Rogers, on the organizations latest Family Literacy First program.
McGill University’s free online personal finance course
A new, online program from McGill is trying to bridge the financial literacy gap. Professor Isabelle Bajeux-Besnainou, Dean of the Desautels Faculty of Management, will be here to tell you about the McGill Personal Finance Essentials. And, Rasha Katabi, CEO of Brim Financial, is here to tell us how you can use credit card points to your advantage. Then, an app called FlipGive that can help your sports team raise money. Plus how to convert your RRSPs to RRIFs with Carol Bezaire, Vice President of tax, estate, and strategic philanthropy at Mackenzie Investments. And, we’ll talk to Jason Pereira, the newly launched Financial Planning Association of Canada.
Learn To Take Charge Of Your Finances
We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Bes-nai-nou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.
Improving Client Relations
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.
Using Credit Card Points To Your Advantage
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
What Happens After You Save For Retirement
We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.
FlipGive: An Alternative to Team Fundraising
We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.
Full Episode: Tracking your net worth
Tracking your net worth. Fred Khonje, also known as Prairie Fire, is here to tell you why and how you should do the calculation. And, we’ll talk to Chris Varelas, founding partner of Riverwood Capital, about his book How Money Became Dangerous: The Inside Story of our Turbulent Relationship with Modern Finance. Then, themed retirement communities are a growing trend -- for teachers, nuns and nudists (!) We’ll talk to Sue Johansen from A Place For Mom about the idea. Plus, Melissa Shin from Advisor’s Edge is here with a look at the decade ahead in the financial advice industry.
The Complexity of Modern Finance
We talk to the founding partner of Riverwood Capital and author of How Money Became Dangerous: The inside story of our turbulent relationship with mondern finance, Chris Varelas. He gives us three action items for financial reform.
Everyone Has A Net Worth
We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.
A 10 Year Outlook On The Financial Advice Industry
We talk to Melissa Shin, the editorial director of Advisor's Edge, on what to expect in the financial advice industry over the next 10 years.
Full Episode – The Seven Deadly Financial Sins
Leaving your nine to five job to pursue your dream. Deborah McGrath, Chief Marketing Officer at Echelon Wealth Partners, shares her tips for managing your money when you’re starting your own business. And, Castlemark’s Robyn Thompson joins us to talk about the seven deadly financial sins and how to remain virtuous. Then, an online resource for those looking to narrow the financial confidence gap. Kim Kukulowicz, Senior Vice President at Equitable Bank, tells us about “stnce”. Plus, John De Goey is here to explain the mission of the FP Canada Research Foundation.
The Seven Deadly Financial Sins
We talk to Robyn Thompson, CFP and founder of Castlemark Wealth Management, about how to be a bit more "saintly" with your money.
What’s Coming Up In The Next Decade For The Financial Advice Industry
We talk to Fern Karsh of FAIR Canada about what is next for the financial advice industry in the next 10 years.
Improve Financial Planning Through Research
We talk to John DeGoey, chair of the FP Canada Research Foundation about its' objective to improve financial planning through research.
Taking Time To Learn About Personal Finance
We talk to Kim Kukulowicz, senior vice president of residential sales at Equitable Bank, about stnce. An online personal finance resource hub she founded.
Tips To Become An Entrepreneur
We talk to Deborah McGrath, chief marketing officer and chief client officer at Echelon Wealth Partners, about tips for entrepreneurs before they decide to take the leap on their own.
The Financial Game of Life
Bruce Sellery takes a look at the new augmented reality version of the classic board game Monopoly.
Why More Seniors Are Choosing to Stay in the Workforce
More and more seniors are choosing to stay in the workforce. Bruce Sellery explains why they are continuing to work longer past the average age of retirement.
How Inflation Can Impact Your Financial Health
Understanding how inflation can impact your financial health is important. Bruce Sellery shares all you need to know about inflation and how it works.
Will Meal-Kit Services Help You Cut Spending?
Are meal-kits the answer to saving a few bucks? Bruce Sellery breaks down how you can eliminate credit card debt and save on groceries.
Setting Your Holiday Budget
The holidays can be stressful especially when it comes to spending. Bruce Sellery shares his expert advice on how to create a holiday budget and stick to it.
Slaying Your ‘Debt Snake’
Bruce Sellery explains how you can use behavioural economics to squash your credit card debt.
How to Fix a Bad Credit Score
If you received a bad credit score it's not the end of the world. But it does take some time for it to improve. Bruce Sellery shares his tips for getting your credit score back on track.
Should You Help Your Adult Child Buy a House?
Bruce Sellery takes you through all the factors you should consider before deciding to help your adult child buy a house.
Full Episode – Banking on a bonus: What to do if you’re lucky enough to get one
What you should and shouldn’t do with your year-end bonus. Jeremy Straub, the CEO of Coastal Wealth, shares his tips. Then, filing for bankruptcy. Doug Hoyes, Licensed Insolvency Trustee at Hoyes, Michalos & Associates, takes us through the different options for Canadians. And, Jiten Puri, the CEO of PolicyAdvisor, tells us how this online service works and how can help users navigate different insurance policies. Plus, we’ll talk to Aurèle Courcelles from IG Wealth Management about the Old Age Security benefit and how to minimize clawbacks. And, FP Canada’s Cary List is here to talk about what to expect in the the decade ahead in the financial advice industry.
Paying Off Your Debts
We talk to Doug Hoyes, a Licensed Insolvency Trustee at Hoyes, Mile-Alos & Associcates, about the different ways to pay off your debt including filing for bankruptcy.
Buying The Right Insurance
We talk to the CEO of PolicyAdvisor, Jiten Puri, about how their service helps you find the insurance policy that is right for you.
What To Do With Your Year-End Bonus
We talk to Jeremy Straub, the CEO of Coastal Wealth, about the do's and don'ts of what do to with that year-end bonus that you get.
How Old Age Security Fits In
WE talk to Aurèle Courcelles from IG Wealth Management about how Old Age Security works and how to minimize clawbacks.
The Standard In The Financial Advice Industry
We talk to Cary List, president and CEO of FP Canada, about how rules and requirments for the financial advice industry will look like over the next decade.
Full Episode: Understanding your disability coverage
Getting a handle on your money is the intersection of how you think and what you do. Financial literacy Youtuber and entrepreneur Jaspreet Singh focuses on the former. He’s here to tell us about the “Minority Mindset”. Then, understanding disability insurance. Personal injury lawyer Nainesh Kotak shares his tips on shopping for a policy, and filing a claim. We’ll look at a new online course that helps you get rid of your debt. Lisa Ernst, executive director of Savvy Ladies, and Dominate Your Debt’s Rebecca Eve Selkowe are here. Author Harry Stout talks about his new book The FinancialVerse: A Common Sense Approach for Your Money. Plus Greg Pollock, President and CEO of Advocis, on The Decade Ahead: What to expect in the financial advice industry.
Becoming Financially Successful
We talk to YouTuber, entrepreneur, and founder of the "Minority Mindset" Jaspreet Singh. He shares his tips on how to become financially successful.
Navigating Insurance Claims
We talk to Nainesh Kotak, a personal injury lawyer at Kotak Law, about how to navigate the process when you are filing a disability claim with your insurance company.
How To Get Rid Of Your Debt
We talk to Lisa Ernst, executive director of Savvy Ladies and Rebecca Eve Selkowe, a financial wellness expert and instructor on the course they are running called Dominate The Debt. A six-week course designed to bring financial education to women.
Understanding The Financial Universe
We talk to author Harry Stout about his book The FinancialVerse: A Common Sense Approach For Your Money.
Financial Advice In The Next Decade
We talk to the president and CEO of Advocis, Greg Pollock, about what the next decade will be like for advisors in the financial industry.
Full Episode: Income Tax for Gig Economy Workers
More people than ever are participating in the gig economy. But are they doing right by the CRA? Lisa Gittens, Senior Tax Expert from H&R Block Canada, discusses some important tax implications. And Jeff Loomis, executive director of Momentum, is here to tell us how fintech can help lower income Canadians grow their savings. Then, Christine Ibbotson, on her new book How to Retire Debt-Free and Wealthy,and Larry Wilson on his new book Living Your Dream: A Practical Resource to Enhance Personal Wealth Creation and Management. Plus the Five Year Countdown to Retirement. Dilys D’Cruz, Head of Meridian Financial Wealth, takes us through the steps.
Tax Implications In The Gig Economy
We talk to Lisa Gittens, a senior tax expert from H&R Block Canada about how to navigate the tax implications when working in the gig economy.
Financial Service Tools For All Levels Of Income
We talk to the executive director at Momentum, Jeff Loomis, about how they are looking at different ways to support lower income earners with financial services.