by Bruce Sellery | Feb 18, 2020 | Full Episodes, Podcasts
Is planning retirement planning causing you stress? Personal finance writer David Aston tells us about his new book, The Sleep-Easy Retirement Guide: Answers to the 12 biggest financial questions that keep you up at night. Then, Kelley Keehn, author of Talk Money to Me, shows you how to stop leaving money on the table. And, Anne Taylor, founder of Directions Coaching, has tips on how to monetize your soft skills, from her book Soft Skills, Hard Results: A practical guide to people skills for analytical leaders. Plus, a new report from the C.D. Howe Institute called One More Case for Longer-Term Mortgages: Financial Stability.
by Bruce Sellery | Feb 4, 2020 | Full Episodes, Podcasts
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.
by Bruce Sellery | Jan 28, 2020 | Full Episodes, Podcasts
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.
by Bruce Sellery | Jan 21, 2020 | Full Episodes, Podcasts
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.
by Bruce Sellery | Jan 15, 2020 | Full Episodes, Podcasts
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.
by Bruce Sellery | Dec 17, 2019 | Full Episodes, Podcasts
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.
