Transitioning Into Retirement
We talk to author, Patricia Doyle, about her book and blog, Retirement Transition.
The Money Mammals
We talk to the creator of The Money Mammals, John Lanza. The Money Mammals are designed to help teach young people about money through songs, videos and books.
Keeping Track Of Your Investments
We talk to the CEO of Wealthica, Simon Boulet, on how they are giving you the option of keeping all of your investments in one portfolio so you can stay on track.
Full Episode: Getting the complete picture on your investments
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.
Monetizing Soft Skills
We talk to the founder of Directions Canada, Anne Taylor, about her latest book called ‘Soft Skills, Hand Results: A practical guide to people skills for analytical leaders.
The Case For Longer-Term Mortgages
The Ten Commandments Of Investor Behaviour
We talk to behavioural finance expert, Daniel Crosby, as shares his ten commandments and how they can help advisors manage their clients’ needs.
The 12 Biggest Retirement Financial Questions
We talk to personal finance writer David Aston about his article ‘The Sleep-Easy Retirement Guide. Which answers the 12 biggest financial questions that keep you up at night.
Talking About Money
We talk to author Kelley Keehn about her latest book ‘Talk Money To Me: Save Well. Spend Some and feel good about your money.
Full Episode: The Sleep-Easy Retirement Guide: Is this new book better than cocoa and melatonin?
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.
