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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
