Full Episode: Kids and Money – What is the best approach?

by | Feb 21, 2017 | Full Episodes, Podcasts

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.

Full Episode: How to talk to aging parents about money

by | Feb 14, 2017 | Full Episodes, Podcasts

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.