Keeping track of various investment accounts can be complicated. Simon Boulet, CEO of Wealthica, is here to tell us how his fintech start-up will make it easier. And, how to raise your money smart kids. John Lanza introduces us to his Money Mammals, a cast of cute, cuddly animals that know a thing or two about personal finance. Then, managing the change from worker bee to retiree. Patricia Doyle, author of Retirement Transition, is here to share her tips on how you can best prepare for this stage in your life. Plus, Steven Arnott shares his Snowman’s Guide to Personal Finance. And, global asset manager Legal & General on why they are taking the Climate Impact Pledge.
Search for Full Episodes and Segments
Recent Posts
- Beyond Financial Literacy: What It Really Means to Be Financially Aware
- Inside the Financial Advisory Industry: Rob Carrick on His New Podcast, The FinDustry
- First Home Savings Account: Benefits, Drawbacks, and Who Really Wins
- The Psychology of Scams: How Criminals Weaponize Your Emotions
- The Truth About Money in Canada: Scams, FHSAs, Financial Advice & Awareness | Full Episode
