Talking to your kids can be challenging if you don’t know where to start. Bruce Sellery discusses what to focus on first so your kids can gain the necessary skills and knowledge to handle their own money.
This week on the show we talk to Michael Katchen from WealthSimple about the Robo-Adviser's “Second Opinion” service. Kerry Taylor from Squawkfox brings us her favourite money-saving apps. And we get a rundown on the best online brokers with Dan Bortolotti, author of the Couch Potato Blog. Plus, Jason Heath from Objective Financial Partners answers your money questions.
This week on the show we talk to Rob Carrick, Globe & Mail Personal Finance Columnist, on what housing will look like in 20 years. Claire Tansey, founder of Claire Tansey's Kitchen, on how to stick to your grocery list and save money. We get a look at how divorce can be a wealth destroyer with Michael Cochrane, family lawyer at BTZ. Plus, Noel D'Souza from Money Coaches Canada answers your questions.
This week on the show we talk to Lesley-Anne Scorgies, author of Modern Couple's Money Guide, with tips on making money and marriage work and what money secrets do spouses keep. Dr. Marjorie Dixon, founder of Anova Fertility and Reproductive Health, on how becoming a parent can sometime come at a cost. We get a look at how to save money when traveling with TravelZoo's Lara Barlow. Plus, Matt Ardrey CFP answers your questions.
This week on the show we talk to Laurie Campbell from Credit Canada Debt Solutions with tips on how to save on credit card interest and the fear of missing out in your financial life. Also joining us is Maili Wong with making the smart choices in investing with tips from her book, Smart Risk. Looking to take a course on investing why not do it online, John Waldron tells us why Canadian Securities Insitute is doing this. Plus, Dean Paley CFP & CPA answers your questions.
This week on the show we talk to Sean Cooper, author of Burn Your Mortgage owning an income property and how to get the best tenants. Also joining us Marcelina Johanson with our new segment, "How I Did It". Looking to pay your mortgage down quicker, Kerri Reed, VP of Premiere Mortgage gives us ways to do it including don't renew like a robot. Plus, family lawyer, Michael Cochrane answers your questions.
This week on the show personal finance expert Preet Banerjee is answering the question "Do you get what you pay for" with financial advice and how to save on how you pay. Also joining us is venture capitalist at Real Ventures, Janet Bannister with a look at the new world of Fintech. We are looking at the facts of money with David Cunningham, a program leader at Landmark Worldwide. Parenting expert Alyson Schafer, answers your questions.
This week on the show we talk to Nest Wealth CEO Randy Cass on what’s next for Robo-Advisors. Also joining us is former MoneySense editor Jon Chevreau. His new book, “Victory Lap Retirement” looks at how to get paid for your passion after you’ve left the full time worked. And we’ll drill down on what drives your credit score with Borrowell's Eva Wong. Plus “Nutritional Facts” for your investments. Anthony Boright of InvestorCOM on the new CRM2 regulations rolling out to help you understand how much you’re paying for advice.
This week on the show we talk to Jim Yih from the blog Retire Happy on how much is enough to save for retirement. Also joining us is Bridget Casey from Money After Graduation. She’ll highlight some of the challenges that Millennials face that Boomers didn’t, and what young people can do about them. And we’ll look at financial literacy in First Nations communities with Simon Brascoupé from AFOA Canada. Plus: Money and Marijuana. We’ll talk to insurance expert Lorne Marr about how insurance companies treat marijuana when it comes to life insurance.
Bridget Casey from Money After Graduation highlights some of the challenges that Millennials face that Boomers didn’t, and what young people can do about them.
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.
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.
Scammers are getting very creative these days. Personal finance expert Kelley Keehn will be here with some tips on how to keep your money safe. We’ll talk to Sean Cooper, the controversial author of a new book called “Burn Your Mortgage”. Plus we’ll have a look at “niche advisors”, those that focus on a very specific group of clients, like educators or dentists. And we’ll speak to the co-founder of “The Remote Way”, a start-up that wants to make it possible for you to do your job from anywhere.
Changing weather patterns are having an impact on so many areas of life. We’ll look at what that means for your money, with the author of “Climate-Proof Your Personal Finances”. And “Babies and your Bank Account”. The Financial Post’s Melissa Leong will provide her insight on how our relationship to money changes once we become parents. Then we’ll talk to the contrarian author of “The Value of Debt in Building Wealth”. Plus, a new way to help you calculate investment fees, called the T-REX score.
The rich “are different from you and me”, wrote F. Scott Fitzgerald. Steve Siebold, author of “How Rich People Think”, will tell mere mortals what we can do differently. And, there is a time and a place for CPP. But perhaps that time is later than you think. Fred Vettese, Chief Actuary at Morneau Shepell, will make his case for holding off to age 70. Plus, a contrarian view of mortgages. Don’t pay it off says Calum Ross author of “The Real Estate Retirement Plan”.
Your banker isn’t your buddy. Sure, you can have a great relationship with your bank, but remember that they are in the business of selling you products. Rob Carrick, personal finance columnist for the Globe & Mail, has some advice on which products to buy and which to ignore. Cyber security expert Dr. Tom Keenan has tips on protecting your credit cards. And Rick Peticca of Shulman Law will lay out his case for prenups. Plus, Kurt Rosentreter from Manulife Securities will answer your tax planning questions.
Who doesn’t want to be driving the latest and greatest off the car lot? But what price are you willing to pay? Automotive journalist Petrina Gentile analyzes the math and mindset behind the choice. And looking for hits & misses. Dan Hallett of Highview Financial Group looks at the future of Financial Regulation. Plus, finances and infertility: The costs some need to pay to building a family. And Mogo CEO Dave Feller on the launch of its new “don’t over-spend” spending account.
You have a financial planner. But do you have a great financial planner? Cary List of the Financial Planning Standards Council on what they look for. Author Beth Koblinger will discuss her book, “Get A Financial Life: Personal Finance in your Twenties and Thirties”. And we’ll debate Five Financial Myths You Should Ignore with Richard Rosso of Clarity Financial. Plus, JJ Ramberg gets all sweet on Gumdrop, a new service that promotes couponing for a cause.
Can you get good returns by doing good for the planet? And if so, how do you choose from the hundreds of sustainable investing ideas out there? We’ll get perspective from Tim Nash, the “Sustainable Economist” and profile Solar Share, a company offering a solid return on its bonds. Plus, we’ll talk to Michael Garrity, the CEO of a consumer financing FinTech called Financeit. And Chris Clarke, the author of “True Family Wealth: Love, Money and an inspired life”.
Half of Canadians haven’t got a will. We’ll show you the fastest, simplest option out there. And we’ll talk to Edward Kholodenko, the CEO of Questrade, about the future of Fintech.
Plus: A new survey on the investment industry shows strong support for the elimination of the embedded fees. Wanda Morris, VP Advocacy for CARP, will give us her pitch. And, Shamez Kassam on his new book called, “Your Money’s Worth: The Essential Guide to Financial Advice for Canadians”. It’s an insider’s look at the industry, written for outsiders.
Shamez Kassam on his new book called, “Your Money’s Worth: The Essential Guide to Financial Advice for Canadians”. It’s an insider’s look at the industry, written for outsiders.
How to get the best deal possible when you renew your mortgage. And, if you’re going to “Love it. Instead of Listing it”, some tips on reno financing. And a look at the lease-back strategy. James Laird of RateHub and Mark Weisleder of Real Estate Lawyers.ca will be our guests. Plus, Robert Brown on how to build an efficient system for organizing your financial life, and a preview of a new biometric credit card.
There is a big appetite for debt consolidation services. I’ll talk to the FCAC’s Jane Rooney on it’s recent alert about companies that promise to help pay off debt or repair your credit score. Kerry Taylor from Squawkfox looks at a new app called Splittr that helps you split the cheque when out with friends. Plus: Avoiding “Pump & Dump” scams, Workplace Rights for Millennials and a preview on a possible CRM3 with Paul Bourque is the President of the Investment Funds Institute of Canada.
“The Meaning of Money”. We’ll talk to an expert on how to re-frame how you see your financial circumstances. David Cunningham from Landmark Worldwide will be our guest. Then, an interview with David Covey, a contrarian who claims that budgeting doesn’t actually work. Jim Yih will be here to talk about building financial resilience. And, Kevin Crowe, the founder of Give-A-Mile, will tell us about his charity that gives points to families dealing with health emergencies.
There are many low-fee investing options on the market. Would you consider one where you paid most of the fee only after it beat the benchmark? And, as the saying goes, you are your own worst enemy. New research from Morningstar on the costs of bad behaviour, and what you can do about them. Plus a conversation with Doris Belland, the author of “Protect your purse - Shared Lessons for Women: Avoid Financial Messes, Stop Emotional Bankruptcies, and Take Charge of Your Money.”
Doris Belland, the author of “Protect your purse – Shared Lessons for Women: Avoid Financial Messes, Stop Emotional Bankruptcies, and Take Charge of Your Money" joins us to talk about her journey.
Parents often worry that their kids are missing important financial skills. We’ll talk to the developers of a new app called “Save the Camp”, designed to improve financial literacy in kids. Then, one of the robo-advisor’s is expanding its business into life insurance. We’ll look at technology is up to the task. And some tips on the “decumulation” phase of retirement savings. Plus, the author of a new book called “The Path to a Successful Divorce”.
Parents often worry that their kids are missing important financial skills. We talk to the developers of a new app called “Save the Camp”, designed to improve financial literacy in kids.
We are a nation of hoarders. We are currently sitting on $16B in loyalty Points. We’ll talk about this startling number and what you can do about it. And, Millennials need lots of things, but is life insurance one of them? Then, Baby Boomers. How to start the money conversation with your parents, or, with your kids. Plus, a problem most of us would LOVE to have: How to deal with sudden wealth.
We are a nation of hoarders. We are currently sitting on $16B in loyalty Points. We talk to Scott Robinson about this startling number and what you can do about it.
Field Agent is a company that connects marketers to consumers who can use their smart phones to earn cash providing in-store data. And, income volatility is becoming a bigger and bigger social issue. We’ll look at the problem and some potential solutions. Then, building the case for retirement savings inside a TFSA. Plus: What to do and what to say if a collection agency comes calling. You actually have some rights. We’ll tell you what they are.
We talk to Jeff Doucette about Field Agent as a company that connects marketers to consumers who can use their smart phones to earn cash providing in-store data.
Finding a great financial advisor is a tough task. We’ll look at a website that helps sort the wheat from the chaff, called MoneySense Approved. And, young people are taking financial literacy into their own hands. We’ll profile a non-profit called FuturFund. Then, Are the rich really that different from you and me? A conversation with the CEO of Grayhawk Investments, a firm that focuses on high net worth families. Plus: A new survey that will make your hair turn grey. Canada has slipped one spot on the Global Retirement Index.
Four percent seems high for a mortgage, right? How about 546 percent to borrow $100? These insane interest rates are common for many Canadians in dire financial straits. We’ll highlight the risks of high-cost financial products. We’ll also talk about Common Wealth, a new pension firm focused on modest earners. Plus how to kick start an RESP even if you have no money to contribute.
We all have social media accounts and documents stored on computers. But I would bet none of us have included those “digital assets” in our estate plan. We’ll look at why it might make sense and how to do it. And, walking a fine line on Financial Literacy. When it comes to the banks, how do we address the risk of a conflict of interest? We’ll talk to the incoming president of the Canadian Bankers Association. Then, success through storytelling. We’ll look at how sharing personal stories can improve financial outcomes.
We talk to Keith Masterman about the “digital assets” in our estate plan which includes all the social media accounts and documents stored on computers. We’ll look at why it might make sense to include them and how to do it.
New York Times Columnist, and parent, Ron Lieber offers tips on how to talk about money with your kids, and what to do about allowance, smart phone plans and peer pressure. And, Get Smarter About Money. The online resource from the Ontario Securities Commission has been redesigned and has even more to help you get a handle on your investments. Plus, the new reality of Real Estate, and a Canadian FinTech that helps small businesses offer client financing option.
We talk to David Coffey about the new regulatory measures and a recent rate hike and how it has changed the dynamics and how it is affecting the seller psychology.
The Digital Factory is Scotiabank’s “Innovation Hub” and they are celebrating the launch of its first product. Is it an AI, blockchain, bitcoin, self-driving, biometric drone? Nope. It’s a new…savings account. We’ll talk fintech at the big banks. And fintech with a genuine start-up. The founder of a new payments offering called Stack will join us. We’ll review a new consumer opinion poll on RESPs, and talk to Doug Hoyes, the author of “Straight Talk on Your Money – The Biggest Financial Myths and Mistakes and How to Avoid Them.”
We talk to Miro Pavletic about his new fintech start-up called Stack. A new digital financial services platform that allows you to replace your traditional bank account.
“Make American Great Again” isn’t just a political slogan. It is the ticker symbol for a new Exchange Traded Fund designed to track stocks that might get a Trump bump. We’ll talk to its creator. Then, how to find your best credit card. We’ll go inside the algorithm at Credit Card Genius, an online card comparison engine. And, insight into the implications of the Liberal Government’s tax reform plan, with Dave Walsh from BDO Canada. Plus, real estate expert Limor Markman on how first time homebuyers can avoid common real estate mistakes.
Last year, Barak Obama said, “The world needs more Canada”. Sure, that may be true when it comes to health care and comedians. But not when it comes to investing. We’ll look at the case for going international. Then, the massive data breach at credit bureau Equifax has put the spotlight back on hackers. We’ll hear about a new Exchange Traded Fund that focuses on cyber security stocks. Plus, Millennials don’t use VHS players. But does that mean financial advisors are obsolete too?
Your flight is delayed, overbooked, or cancelled. Aside from a losing your mind at the gate, or self-medicating at the bar, what can you do about it? A new venture called Flight Claim.ca aims to fight the fight on your behalf. Then, “Putting Wealth to Work” - a new book on philanthropy that questions the ‘giving while living’ approach. And, The Registered Disability Savings Plan. It’s a resource for families planning for the future of their kids with disabilities. We’ll talk about how it works.
Author Joel Fleishman joins us to talk about his new book "Putting Wealth to Work" and questions the philanthropy view of 'giving while living' approach.
Perhaps Arnold Schwarzenegger will reprise his character for the film version of the investment industry’s transformation. We’ll look to the future of technology on the advisory business, and on regulation. We’ll also talk about the connection between gender and investment risk tolerance. And the new Investor Protection Clinic based at Osgoode Law School. Plus, all you can eat, for one price. That’s the idea behind a new “flat fee” mutual fund.
We talk to Alex Despotovic and Ankita Gupta about the new resource for people who feel they have been done wrong in the investment world, the Investor Protection Clinic.
Some seniors are sitting on piles of money, but insist on taking public transit home from chemo appointments. We’ll reframe the “value of a dollar”, in retirement. Then, Money & Manners. If Emily Post were alive today, she’d have lots to say about how we behave when it comes to our cash. We’ll also have some tips on how to get yield into your portfolio, and the latest performance numbers on a Fossil Fuel Free portfolio.
Kids are expensive. But many families pay a lot of money before they even bring their kids home, because they’re building their family through adoption. We’ll talk to a financial advisor for some advice on how to plan when you’re pursuing adoption. Then, once your gorgeous child is snuggled into bed, you’ll want to teach them a thing or two about money. We’ll talk to the educator behind Kidonomics - a series of books about money, for kids under age 7. Plus, Red Flags for Retirement. A new investor study funded by the Ontario Securities Commission found that 38% of pre-retirees over the age of 45 had NO INVESTMENTS.
When you’re young, retirement seems way too far off to think about. And with a millennial’s main financial priorities being rent and student debt, putting extra money aside for retirement seems impossible. We’ll talk to an insurance company that’s trying to change that. Then, since it’s never too early to start saving, we’ll talk to the the team behind some fun new financial resources for high schoolers. Plus, your investment portfolio’s “dirty secret.” A new study illustrates that how you invest can affect what happens to the climate.
Canada is a large and diverse country. While it is possible to calculate what “average” is when it comes to money, what do those findings really mean? We’ll learn about a new CBC TV show called “The Stats of Life” that reveals surprising truths about the family next door. Then, since most of us spend our days swiping and tapping, we’ll learn why our payment systems work the way they do. Plus, money on the mind. New research finds that financial stress could be affecting your productivity at work.
There’s a term called “Lifestyle Inflation.” As soon as we get a raise at work, we spend it. This pattern makes it very difficult to get ahead financially, even as your pay goes up. We’ll talk about how to hack your behaviour. Then, we’ll profile a new program from ABC Life Literacy offering financial education to adults. Plus, A Financial Reboot. Tips on how to power down, and start up again to get a handle on your money.
Life as a professional athlete isn’t just what you see on TV. They aren’t always blowing millions of dollars on luxury toys --- they need to go out and buy groceries and develop a financial plan. We’ll talk with a firm that serves the superstars. Then, we’ll profile a new app that rounds up every purchase you make and invests the spare change. Plus, taxing treat like Toblerone, Twinkies and Twizzlers. A new survey from Consumer Reports illustrates the drive to put a tax on unhealthy behaviour.
Regardless of what you make, it can feel like you’re constantly broke. You think you can afford that new car or that vacation, but it feels like you can’t. We’ll talk with an author about “guilt-free” spending. Then, we have all the investment advice you’ll ever need --- and it supposedly fits on a index card! Plus, a lot of factors can affect an investment decision, but a person’s emotions can actually play the biggest role. We’ll find out how investment advisors could better serve their clients by understanding their emotions.
We’re busy people and it can sometimes feel like there aren’t enough hours in a day to get everything done. With work, taking care of the kids, cooking, cleaning, it can feel like there’s never any free time left for yourself. We’ll talk with a co-founder of Jiffy, a company that says it can help with that. Then, we’ll learn how to regain control of your personal finances after incurring a major loss. Plus, in another segment of “Ask Anything,” we’ll learn what to do with your pension if you’re leaving your job.
There is an infinite amount of financial news out there. How do you know what is important? And what actions to take? We’ll give you some tips on how to wade through the mess to find the news you can use. Then, we’ll take a closer look at retirement calculators, to help give you a sense for what you need to save so you can retire comfortably. Plus, investing isn’t just about the profits. We’ll learn what socially-conscious investing could mean for the future of the finance industry.
Is a hand gesture worth a thousand words? Body language expert Mark Bowden is the author of Truth & Lies: What People Are Really Thinking. We’ll apply his model to managing your money. And, millennials may have more debt and less income than the Baby Boomers or Gen X. Does that mean they are financially doomed? Then, Fred Vettese on his new book, Retirement Income For Life. Plus, we’ll learn how you can make the most out of your TFSA. Spoiler alert: It’s best not to just let the money sit there.
Wealthy people do things differently than “average” people -- including how they teach their kids about money. We’ll talk to author Steve Siebold about his new book, “Secrets Self-Made Millionaires Teach Their Kids.” Then, we’ll look at some of the big trends in the Canadian mortgage market. Plus, a new, free tool to help you monitor your credit.
Whether or not Bitcoin is in a bubble is up for debate. But there’s no denying the cryptocurrency mania that it started. We’ll talk to a behavioural economist about why your brain is going gaga for it. Then, we’ll look at an app called Voleo that combines stock trading with social networking. Plus, estimating the cost of education. University tuition isn’t the only financial factor to consider when saving for post secondary.
We talk to Ian Gillepsie about Banktivity. A software that will help you keep you organized financial by connecting all your accounts to help you stay organized.
Picture the world as a street with every home lined up by income. The poorest live to the left, the richest to the right and everyone else lives somewhere in between. It’s a digital project called Dollar Street and we’ll talk to it’s co-founder Anna Ronnlund. Then, we’ll look at personalization at the robo-advivers with the co-founder of WealthBar.. And the Financial Post’s Melissa Leong on the price of happiness. Plus, the price of living in a big city. We’ll look at a new report from LowestRates that break down how much it costs millennials to live in Toronto.
We talk to Anna Ronnlund from the website, Dollar Street. Which lets people compare where they are in world when it comes to different income brackets.
When women are financially empowered, they become change makers. But earning 75 cents on the dollar can make that difficult. We’ll talk to author Meriflor Toneatto about her book “Money Manifestation and Miracles.” Then, we’ll get the dirt on loyalty rewards programs with financial journalist Kerry K. Taylor. She argues these programs can sometimes actually hurt, not help. And MoneyZen’s Manisha Thakor on how to ask for a raise. Plus, budget-friendly weddings. We’ll talk to financial expert Barry Choi about how to save on the big day.
Celebrities have the resources to avoid many mundane tasks. We’ll talk to Patricia Terrence, chartered accountant and business manager for entertainers about how the wealthy outsource their financial lives . Then, the author of “Attention Pays”, Neen James, on how tuning out distractions can help you reach your financial goals. And behavioural economist Sarah Newcomb on how social comparisons could be hurting your financial well-being. Plus, the latest on Artifical Intelligence in financial services with Accenture’s Jodie Wallis, and self-made millionaire Tahani Abu-raneh on success.
A new study from fintech company Mylo found that women set financial goals that are over 50 per cent smaller than men’s. We’ll find out more from Kelly Trihey, the head of the Montreal CFA Women in Investment Management Committee. And, robo-advisor Nest Wealth has launched a product making it easier for small businesses to offer Group RRSPs. We’ll talk to the company’s CEO Randy Cass. Then, financial independence requires certain “recipes” and “ingredients” in order to get cooking -- and saving. It’s called the Cashflow Cookbook, we’ll talk to it’s author Gordon Stein. Plus, how to make sense of the alphabet soup of financial advisor designations.
Can you imagine banning shopping for an entire year? Cait Flanders did it, and then wrote a memoir on her experience. We’ll talk to her about The Year of Less. And, we’ll take a closer look at peer-to-peer car-sharing company Turo. Then, millennials have decades to save for retirement. But they still need to minimize the hit of high investment fees. We’ll talk to money coach Steve Bridge. Plus, “Family Offices.” What regular people can learn from the wealthy. Investment advisor Emily Griffiths-Hamilton will be our guest.
When something breaks, our first thought is to toss it. But to cut costs, you could learn to fix it. We’ll talk to Repair Cafe Toronto’s co-founder Paul Magder. Then, need a helping hand fighting big business? The Toronto Star’s Ellen Roseman will take us through the lessons she’s learned as a consumer advocate. And, what would you sacrifice to make your debt disappear? We have the report from MNP. Plus, we’ll talk to Carol Roth of Future File about a a legacy planning system that could save you money and stress.
Okay, Google. Can you answer my money questions? We’ll talk to Millennial Money founder Grant Sabatier about Google’s top personal finance search trends. Then, Nest UK’s executive director joins us to talk about their new pension pilot program that doesn’t lock up your money. And, we’ll look at a new report from Proof on how much new Canadians trust banks. Plus, we’ll talk about estate planning and where to start, with CARP’s Laura Tamblyn Watts. And, we’ll get some strategies from financial expert Ed Rempel for minimizing tax on retirement income.
We talk to Will Sandbrook from Nest about a new pension model that allows access to emergency funds to persuade employees to stay with them company's pension plan.
Money can be a hot topic in relationships. We’ll get some tips from Kristin Wong, a financial columnist and author of “Get Money.” Then, “Just in Case Space.” Are you seriously going to pay $50,000 so you have a guest room for Grandma? Jim Yih on why you might be better off to put her up in a hotel. Plus, Frankie Flowers has some cost-conscious gardening tips. And, financial advisor Larry Lovis on his new book, “Mapping Your Retirement Road.”
Bartering platform Bunz was built on cashless trades---cookies for curtains, shoes for cleaning supplies. In a big shift, it has launched its own cryptocurrency. We’ll talk with Bunz CEO Sascha Mojtahedi about BTZ. Then, humans versus robots. Toronto Financial Services Alliance president Jennifer Reynolds on where technology can---and can’t---replace people. And, we’ll talk about the impact mental health issues can have on financial planning with Navigator Principal Anne Kilpatrick. Then, Shannon Lee Simmons shares some kid-friendly money primers divided by age. Plus, financial planner Tim Nash takes us through Ethical Market’s Green Transition Scoreboard.
You want to contribute to charity. You believe it’s important. But it isn’t easy to find the money, or to remember to follow through. We’ll look at a new app from Mylo and CanadaHelps that’s working to change that, by rounding up your small purchases and allowing you to donate your spare change. Then, do you really need life insurance? Benjamin Felix has the questions you need to consider. And, why women need to save more than men for retirement---and how to do it---from personal finance expert Rubina Ahmed-Haq. Plus, we profile Prosper Canada’s new digital Learning Hub.
Having a baby is expensive, and it can be even more financially stressful if you’re unexpectedly expecting. Personal finance blogger Bridget Casey tells us how she budgeted through her surprise pregnancy. Then, you don't have to wait till 65 to take time off. We’ll talk about mini-retirements with journalist Eric Reed. And, do you really need an emergency fund? CFP John De Goey has some questions to consider. Plus, how to make owning that dream cottage a reality, with Meridian financial expert Allan Tran.
Reverse mortgages are growing in Canada, but cash-strapped seniors should still proceed with caution. Personal finance columnist Rob Carrick goes through the advantages and disadvantages of reverse mortgages. Then, your guide to robo-advisors with MoneySense’s David Aston. How the Canada Mortgage and Housing Corporation can help you purchase a home. And, we learn more about the “FIRE” movement from Broke Millennial founder Erin Lowry. Plus, a new initiative from Common Wealth that’s working to create a retirement plan for nonprofit sector employees.
The gender pay gap exists, but why does it exist? One factor might be the “10-year Baby Window.” We’ll learn more from the New York Times’ Claire Cain Miller. Then, breaking up with your financial advisor is hard. Adam Hennick has created “break up” greeting cards to do the job for you. We look at who shouldn’t be saving for retirement with Vancity’s John Vermeulen. And, how much kids are saving according to RoosterMoney’s Allowance Report. Plus, what Canadians can do about retirement fees.
We talk to John Vermeulen about who shouldn't be saving for retirement and where you should be putting your money to be more productive for your financial well-being.
Everyone knows how expensive higher education can be. But what if you could use loyalty points to pay for it? There’s a program called HigherEdPoints and we’ll talk to its founder Suzanne Tyson. Then, we’ll look at a new platform called Butter that’s working to help you get the most out of your subscriptions. And, more newlywed millennials are keeping their bank accounts separate. We’ll find out why from The Atlantic’s Caroline Kitchener. And Kristin Wong takes us through her new book “Get Money.” Plus, Evolve CEO Raj Lala on how investors can profit from cyber security stocks.
The music industry isn’t all glitz and galm. Sometimes a tour can actually cost an artist. We’ll look at a new program from Artist Growth and Pinnacle FInancial that’s offering financial aid to entertainers. Then, Gena Rotsein from Karma & Cents on how Generation Z is changing the business of philanthropy. We’ll discuss the OSC’s new report on Millennials and investing. TheAnswerIs’ David Jenkins gives us some simple investing tips for young people. Plus, Canada’s first medical marijuana program from Manulife Financial and Shoppers Drug Mart.
We talk to Gena Rotstein that while Gen Z will be getting the biggest inter-generational wealth transfer in history they may not have the same philanthropical sense towards charity.
Cryptocurrency is a volatile market, but that hasn’t dampened investor interest. We’ll take a look into the future of the sector with Coinsquare CEO Cole Diamond. Then, beating your bias. Richardson GMP’s Craig Basinger will be here with some strategies to help you improve your decision making. Author and entrepreneur Jeff Wiener shares his strategy for how to allocate business profits. Plus, some tips to help you save money on your commute.
While aging comes with its own set of challenges, doing it alone can make it even more difficult. Solo senior advocate Carol Marak has some tips on how to navigate retirement. Then, Frazer Rice is here with some money tips for the well-off from his book “Wealth, Actually.” And, we talk about how to “Beat The Bank” with author Larry Bates. Why women should protect their financial interests in a relationship from Meridian’s Amie Burke. Plus, autoTRADER’s Jacob Black on car shopping.
We look at a new app called Quber, that helps you achieve your financial goals. Then, why Canadians are excited about credit card rewards programs with J.D. Power’s Jim Miller. And, teaching teens the value of money just got easier. Robin Taub on financial apps for teens. Plus, do students really need tenant insurance? Janine White from Kanetix.ca says they do. And, Canada’s ranking on the annual Natixis Global Retirement Index with David Goodsell.
We talk to David Goodsell about Canada moving into the top ten in the Natixis Global Retirement Index and whether Canada is getting better or are other countries going the other way.
Have you ever had a friendship tested by a multi-level marketing pitch? It’s pretty common, according to writer James Fell. We’ll talk to him about “The 13 Multi-level Marketers You’ll Meet In Hell”. Then, we get real about retiring REALLY early. We’ll talk to “Mr. Prairie FIRE”, a staunch supporter of the FIRE Movement. And, students and credit cards can be a dangerous mix. We’ll talk to Alyssa Furtado from RateHub for some dos and don’ts.. Plus, Credit Canada’s Laurie Campbell with some tips on budgeting when you have an irregular income, and SmartSAVER’s Luke Connell on what you need to know about RESPs.
We talk to James Fell about the business model of multi-level marketing and goes through some of the ones you will meet from his book, "The 13 Multi-Level Marketers You'll Meet In Hell".
We talk to Luke Connell about what you need to know about RESP's and SmartSAVER which connects parents with grants available for those who are looking for additional assistance for post-secondary education.
Economics just got sexier. We’ll talk to Marina Adshade author of Dollars & Sex about what economics has to do with your romantic relationships. And, writing your will just got easier. Kevin Oulds, the founder of Willful.ca, says you can draft your will online in less than 20 minutes. Vanessa Stockbrugger of WomenCents will take us through her 4 E’s to financial power. Then, And Hugh Murphy of Credo Consulting tells us about how to get the most from your financial advisor. Plus, is sustainable fashion worth the price you pay? Outland Denim’s James Bartle makes his case.
The big cannabis stocks have been volatile. We’ll talk to Patrick Wood, the CEO Tormont Group about some names you’ve never heard of. And, Alyssa Fischer of Mixed Up Money is here to talk to us about the problems of digital currency and the “What’s Another Dollar” mindset. Then, the many life insurance policy options for Canadians. Lorne Marr will help us navigate through them all. Gary Prenevost takes us through the steps of opening up the ideal franchise. Plus, what investors think of their firm's mobile banking app with Mike Foy.
We’ll talk to financial expert Chris Hogan from Ramsey Solutions about financial coaching in faith based communities. And, Michelle Hilscher from BEworks is here with some tips on how behavioural economics can help you stay out of debt. Laura Paris from Shulman Law Firm has advice on how to separate your online life from spouse, during a divorce. And Jason Armstrong on how mortgage brokers get paid and why it matters. Plus Krista Kerr on how to manage multi-generational wealth.
We’ll talk about the latest car reliability survey from Consumer Reports with Jon Linkov. And, business coach Elaine Froese (Phrase) is here to tell us how to discuss the undiscussable when it comes to money and family. Melaina Vinski from PwC tells us how behavioral economics can help you save for your retirement. Then, the five biggest mistakes most investors make with Dave Goodsell from Natixis. Plus, we’ll talk about the Investment Protection Clinic’s annual report.
We talk to Osgoode Hall Law Professor Poonam Puri and student Caseworker Adam Voorberg about the free legal advice that you can seek if you believe your investments were handled poorly and you can't afford a lawyer.
Calling all first-time home buyers. We talk to finance professor Moshe Milevsky about how to amass your down payment. And, Questrade’s COO Stephen Graham is here to discuss their new, lower cost portfolios. And, five things you can do now to save on taxes, with Echelon’s Omar Shaikh (Shake). Then, Ellen Bessner joins us to talk about her latest book, Communication Risk: How to bridge the client advisor gap to protect and grow your business. Plus, we’ll talk to about the ABC Financial Literacy program called Money Matters.
If you had the choice to stop working right now, would you? Michelle Silver joins us to talk about her book, Retirement and Its Discontents: Why We Won’t Stop Working Even If We Can. Then, the Public Policy Forum’s Jennifer Robson is here to talk about their latest report, Millennial Money: Financial Independence and Well-Being For the Next generation. And, we talk about new cryptoasset educational initiatives from the OSC Investor Office with Tyler fleming. Andrew Dagys is here to tell us about his book, Stock Investing For Canadians For Dummies. Plus, we’ll talk to Invisor’s Josh Miszk about its goal-tracking program, Invisor GPS 2.0.
A lot of young people want to put their plans on pause and take a year off after high school. We’ll talk to Michelle Dittmer, the co-founder of The Canadian Gap Year Association about how to make the numbers work. Then, the things Snowbirds need to think about when it comes to money, with Evan Rachkovsky from the Canadian Snowbird Association. We talk to Tony Steuer about his upcoming book, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit and Amanda Munday, about a new co-working space called the Workaround that offers childcare. Plus, we have all the investment advice you’ll ever need --- and it supposedly fits on a index card!
We talk to Evan Rachkovsky from the Canadian Snowbird Association about what Canadians should be thinking about when it comes to money if they are spending their winters down south.
We talk to author Tony Steuer about his book Get Ready! A Step-by-Step Planner For Maintaining Your Financial First Aid Kit and takes us through his Critical Emergency Action List.
We talk to University of Chicago professor Harold Pollack about how personal finance doesn't have to be complicated and can fit on a single index card.
Teachers, nuns and nudists. Themed retirement communities are a growing trend. We’ll talk to Sue Johansen from A Place For Mom about the idea, then profile one example here at home. Performing Arts Lodges has been in operation since 1993, serving members of the artistic community. We’ll talk to Adrian Luces and Patty Gail Peaker from PAL. And there’s a new price matching app out there, from Meridian. Andrew Homan will be here to tell us about “Price Drop”Plus, we talk to Mark Morissette, the CEO and founder of Foxquilt, a community based insurance service. And Mahima Poddar from Equitable Bank about its new CSV line of credit.
We talk to Adrian Luces and Patty Gail Peaker from PAL Canada about the support and affordable housing they provide for seniors and disadvantaged members of the professional arts community.
We talk to Mark Morissette, CEO of Foxquilt. A new fintech company that sets out to harness the power of social groups to help consumers save money on home and auto insurance.
We talk to Meridian's Andrew Homan about their new app called Price Drop, which finds out if there is a cheaper price on something you bought then allows you to get back the difference.
A step-by-step approach to transforming your financial life. Start by choosing one area - just one - so you can focus on taking a few critical actions.
Want to know how to get the most delight for your dollar? We’ll talk to Melissa Leong about her new book, Happy Go Money. Kids are expensive. But many families pay a lot of money before they even bring their kids home, because they’re building their family through adoption. We’ll talk to a financial advisor for some advice on how to plan when you’re pursuing adoption. Then, how to overcome the financial hurdles many millennials face. Conor Richardson, Writer and CPA, joins us to tell us about his new book, Millennial Money Makeover. And, there’s a new season of “The Stats of Life”. Kip Spidell is here to tell us about all of the surprising financial statistics you need to know. Plus, Larry Swedroe is the co-author of Your Complete Guide to a Successful and Secure Retirement. He joins us to tell us more about this book.
We talk to author Conor Richardson about his new book Millennial Money Makeover which has strategies to turn your finances around when you are still young.
We talk to author Larry Swedroe about his book Your Complete Guide To A Successful and Secure Retirement on what is important to have a less stressful retirement.
You’re finally thinking about selling your nest. There are many financial and emotional factors to consider before you make that big move. Here are some tips to help you sort out the pros and cons.
A great advisor can make a huge difference in your financial well-being. But how do you go about choosing one? Here are some ways to identify candidates and criteria to use to screen them.
You’ve been a “saver” for as long as you can remember. Now, you’re transitioning into retirement. Here’s how you can shift from being a “saver” to a “spender” without fear and anxiety.
Everyone’s retirement plan is different. Here are the various factors to consider when deciding how much money you should set aside for each stage of your retirement.
The idea behind a spousal RRSP is to split your retirement income so you can pay less tax as a couple. Here’s a breakdown of how to withdraw from a Spousal RRSP.
It’s good to prepare your kids for their financial futures at a young age. But what’s the best way to do it? Here’s some advice on how to teach your kids about financial literacy.
Ever wanted a financial “do-over”? We’ve all made an impulse purchase at least once in our lives. Here’s what to do about those common financial mistakes.
There are 11 Types of Financial Friends, argues Wendy Robinson. We’ll look at which types dominate your life and want to do about it. And we’ll talk about a new personal finance book that asks a fundamental question: Do You Really Need It? Author Pierre-Yves McSween is our guest. And Tanja Hester is here to talk to us about her new book, Work Optional: Retire Early the Non-Penny Pinching Way. Plus, we’ll talk about Private Lending with real estate expert Limor Markman. And how to calculate Opportunity Cost with author Robert Brown.
Highlights from the reality TV show Million Dollar Neighbourhood. The goal is to boost the town's net worth by $1 million dollars over a span of 10 weeks.
The Adventures of Princess Mikaila and Prince Pete. A new bedtime story, that promises tol teach your kids about money. Then, Shannon Lee Simmons talks about her latest book Living Debt Free. Jim Yih reviews the most common investor mistakes retirees make. Ninja Budgeter’s Mike Greig discusses how to tell if that used car is a lemon. Plus, a home maintenance service, called “Setter”.
Headphones range dramatically in price and performance. We’ll talk to Laura Dragan tester of over 1,000 pairs - about what to look for. And, Sharon Hartung is here to tell us about her new book Your Digital Undertaker: Exploring Death in the Digital Age in Canada. Then, Ninja Budgeter’s Mike Greig discusses how to tell if that used car is a lemon. Plus, white collar retirement planning with Manulife’s Kurt Rosentreter. And, how ETFs may be increasing the cost of financial advice with Rona Birenbaum.
We talk to Rona Birenbaum, found of Caring For Clients, about what as an investor you can do about how ETF's are increasing the cost of financial advice.
Got a complaint about a certain business or service? Resolver can help you get it fixed. Tom Smith is here to tell us about how this online-tool can help you complain effectively. We’ll talk to ProShare’s Steve Cohen about “PAWZ”, a new pet industry ETF. And, Jenifer Bartman is here to tell us about her new book Defusing the Family Business Time Bomb. Then, an opera singer turned financial planner? Chris Enns, founder of Rags to Reasonable, joins us to talk about “financial misfits”.
If you’re new to Canada, navigating the financial world can be challenging, for a whole number of reasons. RBC’s Ivy Chiu is here to talk about some solutions. We’ll profile FeeDuck, a new online tool that connects you with a professional real estate agent. And, insight into the gender gap in personal finance with CPA. Plus, new software called Passiv, that helps you manage your passive-investing portfolio.
We talk to financial expert Robin Taub about the findings from a new study done by CPA Canada and is there really a gender financial gap or is it more a personality gap.
A service specifically for seniors that helps them organize their personal finances. Jill Chambers from Financial Concierge is here to tell us how it works. And, Bank on Yourself: Why every woman should plan financially to be single even if she is not with authors Leslie McCormick and Ardelle Harrison. Then, a new study from Echelon Wealth Partners that explores the barriers women face when it comes to controlling their finances. And, a new retirement system that considers today’s rapidly changing workforce. Plus, a look at five years of data from the Advocis Financial Advisors Index.
We talk to authors Ardelle Harrison and Leslie McCormick about their book Bank On Yourself: Why Every Woman Should Plan Financially To Be Single, Even If She Is Not and the need to plan differently.
We talk to Debbie McGrath from Echelon Wealth Partners about their white paper, Why Not Now. Which is about the many barriers women face in the world of personal finance.
We talk to Western University Chuck Grace and Advocis president Greg Pollock about the Advocis Financial Advisors Index they developed and what it can tell us about the markets and the future.
We talk to Common Wealth's Alex Mazer about portable non-employer retirement benefits when you don't have access to company benefits or a defined contribution plan.
A employer-matched travel savings program that helps employees turn their dream vacation into a reality. Vacation Fund’s Co-founder and CEO Erica Pearson is here to tell us how it works. And, consumer advocate Christopher Elliott on why you should consider cutting your rewards cards into tiny pieces. Then, Phil Buchanan tell us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Plus, a new digital bank on the scene called motusbank. And the results from the 2019 Household Debt Survey.
Conflict gets a bad name. Liane Davey argues it is a key component in healthy relationships. We’ll talk about her book The Good Fight and how it relates to money. And, building confidence with money starts with some basic math. Vanessa Vakharia will be here to talk about her book Math Hacks. Then, family lawyer Laura Paris on dogs and divorce. Plus, a primer on open banking from Payments Canada, and a new financial podcast from Manisha Thakor called TrueWellth.
We talk to Laura Paris from the Shuman Law Firm about changes that could be coming to Canada in regards to the Family Law Act and why couples should consider their pets in any separation agreement.
I think I’ve found a way to make a meaningless work anniversary actually mean something. We can use it as a catalyst, a prompt, or a trigger to take on some tasks related to your money at work.
The KonMari Method is based on one, fundamental question: Does the item you are holding in your hands “Spark Joy”? If it does, keep it. If it doesn’t, thank it and then get rid of it.
What happens when the debt collector calls? Insolvency trustee Doug Hoyes talks about your rights, and how to handle the calls. Then, finding the perfect financial advisor can be a tough task. Robert Irwin, Co-founder of Match Worth, is here to tell us how its online tool can help you find the advisor that’s right for you. And, Nest Wealth’s Randy Cass tells us about the “holy trinity” of retirement savings. Plus, what this year’s J.D. Power investor satisfaction survey says about Canada’s investment firms.
We talk to Randy Cass, founder of NestWealth about this "Holy Trinity" of retirement savings and if you follow these steps saving for retirement will be a lot less challenging.
We talk to Mike Foy from J.D. Power about its latest survey. He’ll tell us what why satisfaction with Canadian investor firms is slipping and what it means for investors and the firms.
What happens when you’re injured? Personal Injury lawyer Meghan M. Hull Jacquin is here to with some disability rights 101. Then, holding your financial advisor accountable. Author and advisor John De Goey joins us to tell us about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors. And, Canada’s cashless future. We talk to Equitable Bank’s CEO Andrew Moor about the benefits and drawbacks of going digital. Plus, we talk to author Jennifer Buchanan about her new book Wellness Incorporated: The Health Entrepreneur’s Handbook.
We talk to author John De Goey about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors and how we can keep financial advisors accountable for their mistakes.
We talk to author Jennifer Buchanan about her book, Wellness Incorporated: The Health Entrepreneur's Handbook on how to build a sustainable business in the health and wellness sector.
Maybe it’s time to rethink your daily five dollar latte. David Bach is here to tell us about his latest book, The Latte Factor and how you can live a rich life by making even the slightest changes. Then, Izet Elmazi is a portfolio manager at Bristol Gate Capital Partners. He joins us to tell us about how they use artificial intelligence and machine learning to help you invest. And, AI is also changing how we budget. RBC’s new mobile banking feature NOMI Budgets uses AI to personalize a budget for each user. Senior Vice President of Digital Peter Tilton is here to tell us more. Plus, a new online tool that helps you find the perfect financial advisor. AdvisorSavvy’s founder Solomon Amos joins us to tell us how it works.
We talk to Senior Portfolio Manager Izet Elmazi from Bristol Gate Capital Partners on how they use AI and machine learning to create a unique set of investment products.
We talk to AdvisorSavvy's founder Solomon Amos on how this online service will help you find that perfect financial advisor with a collection of feedback to help you find, compare and rate local advisors.
Homeownership is the goal for many young families. Sometimes parents are willing and able to their kids reach that goal in the form of a gift or a loan. Meridian’s Jason Davenport is here to help us weigh the pros and cons in investing in property for our adult children. Then, Economist Linda Nazareth joins us to talk about Income Share Agreements, a new model of educational funding that’s on the rise in the U.S. and could potentially be making headway in Canada as well. And, a test to determine your emotional relationship to money. John Christianson is here to tell us about his Money EQ test. Then, Borrowell’s Eva Wong is here with tips on how to correct or dispute mistakes on your credit report. Plus, how to calculate how much you can spend in retirement with actuary Fred Vettese, author of Retirement Income for Life.
We talk to the found and CEO of Highland Private Wealth Management, John Christianson about his Money EQ Test that helps people explore their emotional relationship to money.
How to get a mortgage when your situation isn’t simple. Robert McLister, founder of RateSpy.com is here with some solutions for securing tough mortgages. Then, want to know how to get the most delight for your dollar? We’ll talk to Melissa Leong about her new book, Happy Go Money. And, an inspiring platform that helps women achieve financial success. Bola Sokunbi is here to tell us about Clever Girl Finance. Then, ditching the desk. Michael Consento, CEO of My Blue Umbrella, joins us to talk about how to get your finances in order before turning your side hustle into a full-time business. Plus, editor-in-Chief of MoneySense Sandra Martin on what’s next for the online personal finance magazine.
We talk to Robert McLister, founder of the mortgage rate comparison site RateSpy, about solutions on ways to get a mortgage when your life isn't that simple.
We talk to the Bola Sokunbi, the creator of the platform Clever Girl Finance. A guide to help women achieve success throughout their own financial journeys.
Calling all recent graduates! Don’t know what you want to do with your life? You’re not alone. Sarah Vermunt talks about her latest book Career Rookie: A Get-It-Together Guide for Grads, Students, and Career Newbies. Then, how do financial advisors get paid? Sandi Martin of Spring Financial Planning is here to take us through the options. Phil Buchanan, the president of the Center for Effective Philanthropy, is here with some fundraising etiquette tips. And, Focusmate, a new tool that can help you beat procrastination and increase productivity. Plus, personal finance expert Lesley-Anne Scorgie on parental leave pitfalls and how to avoid them.
We talk to author Sarah Vermunt about her latest book, Career Rookie: A Get-It Together Guide for Grads, Students and Career Newbies for when you don't know what to do with your life.
We talk to Sandi Martin, a financial planner and partner at Spring Financial Planning on what exactly is a fee-based advisor and how you can work with one.
Karin Mizgala from Money Coaches Canada is here to tell us about their investment report card that helps you assess your financial advisor’s performance. Then, estate planning for immigrants. Dentons’ Pia Hundal is here to tell what new Canadians should know when drafting their will. Salman Ahmed from Steadyhand joins us to tell us about financial stewardship. And, finding out what success really means to you. Author Laura Gassner Otting is here to tell us about her latest book Limitless: How to ignore everybody, carve your own path, and live your best life. Plus, Rewirement: Rewiring the way you think about retirement with Carson Group’s Jamie Hopkins.
We talk to the co-founder of Money Coaches Canada, Karin Mizgala on their On Your Side Investment Report Card service and why you should get a second opinion on your investment portfolio.
We talk to Pia Hundal, partner in Dentons’ Litigation and Dispute Resolution group on what new Canadians should know about estate planning when drafting a will.
We talk to author Laura Grassner Otting about her book Limitless: How to ignore everybody, carve your own path, and live your best life andon finding purpose in work and life.
We talk to Jamie Hopkins, director of retirement research at the Carson Group about his latest book Rewirement: Rewiring the way you think about retirement and how you can make it less challenging.
Owning a pet takes a lot of commitment. It also comes with a huge financial responsibility. Here are some financial planning tips you need to know about before deciding to get your very own furry best friend.
Planning to renovate your home? You’ll need a budget for that. Here are some tips that can help make sure your next home renovation project doesn’t break the bank.
When the legendary singer Aretha Franklin died last August, it was reported that she hadn't left a will but now 3 separate handwritten wills have emerged. We can learn a thing or two from this unfortunate situation.
Nowadays you can find a review on just about anything. There are review websites for restaurants, hotels and even prisons. But it's important to know when you should trust review sites or just trust your gut. Bruce discusses how to use review sites to get the best value for your money.
Kat Kalashian, the editor of Live and Invest Overseas, is here to tell us the six best and cheapest places to live and work abroad. Then, selling your house without a traditional real estate agent. Leanne Taylor from PropertyGuys.com will try to convince you you’re not insane. And, all you need to know about consignment store franchises. OutGROW OutPLAY’s Casandra Robinson is here with insight into the business behind the blue jeans. Plus, Teaching your kids about money through chores. The CEO of RoosterMoney, Will Carmichael, is here to highligh the top 10 most lucrative kids chores. And, Jean-Philippe Provost will explain how Mercer Invest Wise could help you save money at work.
We talk to the co-fouder of OutGROW OutPlay, Casandra Robinson about how their children's consignment pop up concept franchise works and how they are keeping costs down for parents.
We talk to Jean-Phillipe Provost, senior partner and wealth business leader for Mercer Invest Wise on their investing solution by eliminating financial stress faced by employees and help them achieve their financial goals.
Clear. The. Table! Jody Swain is here to tell us how the Hire and Fire Your Kids App can teach your kids about money and responsibility. Then, factoring cannabis into your budget. Money After Graduation’s Bridget Casey shares her tips. And, Mack Rogers, from ABC Life Literacy Canada is here to tell us about their latest Money Matters program for people with diverse abilities. Plus, a financial checklist for newcomers to Canada with Enoch Omololu, founder of Savvy New Canadians. And, Hadielia Yassiri from Forthlane Partners on the firm’s four quadrant approach to wealth.
We talk to Hadielia Yassiri, head of Strategic Wealth Planning for the Forthlane Partners and their "Four Quadrant Approach" to get families to change their ways to look at wealth.
We talk to Enoch Omololu, founder of Savvy New Canadians about the financial checklist they have developed for newcomers to Canada to help them manage their money when customs are different.
Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how. Then, myths about active versus passive investing abound. Todd Schlanger from Vanguard is here to dispel them. And, Church+State CEO Ron Tite is here to tell us about his new book, Think. Do. Say: How To Seize Attention and Build Trust in a Busy, Busy World. Plus, managing the risk of cognitive impairment in your estate plan James Hunter from Echelon Wealth Partners. And, Judy Paradi and Paulette Filion on their book Invest in Her: The Smart Financial Advisor’s Guide to Winning Female Clients in 6 Easy Steps.
We talk to Judy Paradi and Paulette Filion, co-founders of StrategyMarketing.ca, about their book INVEST(IN)HER: The Smart Financial Advisor's Guide to Winning with Female Clients in 6 Easy Steps.
We talk to James Hunter, head of Wealth Management at Echelon Wealth Partners about safeguarding your personal wealth before there is any cognitive impairment.
Teens and credit cards: why giving your teen plastic money might just be a good thing with the Globe and Mail’s personal finance columnist Rob Carrick. Then, an online resource that helps you find your family a home near the school of your dreams. Carolyn Keesh, co-founder of SchoolQ is here to tell us how it works. And, Math guru and musician Vanessa Vakharia tells us why math is a musicians best friend. Plus, a trivia game that helps you pay off your student loans with Givling’s chief marketing officer Seth Beard. And, debunking common retirement myths and pitfalls with certified financial planner and money coach, Steve Bridge.
We talk to Givling's Chief Marketing Officer, Seth Beard, about people being able to help pay off their student loan with the Givling online trivia game.
We talk to financial planner, Steve Bridge, on the many myths and pitfalls out there that may be preventing you from making the most out of your retirement savings.
Some Canadians may have difficulty accessing appropriate financial services. There are about one million Canadian adults who are "unbanked" meaning they don't have a bank account. This is why financial inclusion is important. Bruce Sellery tells you more about what financial inclusion is and why we shouldn't take the financial services we receive for granted.
Home renovations aren't easy. That six-week basement renovation took longer than expected and may have even gone over budget. But what is a non-disparagement clause? And what does it have to do with your home renovation? Bruce Sellery breaks it down for you.
The eSports industry is growing and now you can get involved through Canada’s first gaming ETF. Raj Lala, president and CEO of Evolve ETFs is here to tell us about HERO. Then, figuring out your final wishes. Sue Jacques, consultant and former death investigator takes us through her R.I.P Bucket List Worksheet. And, Stephanie Wolfe, Money coach and founder of the Wolfe Collective, is here to tell us how financial stress impacts women and how to relieve it. Plus, an investment product that reflects vegan values. Claire Smith, CEO of Beyond Investing tells us more about the first ever Vegan ETF. And, Robert Price founder and CEO of Bōde, a real estate platform for savvy consumers , joins us to tell us how it works.
We talk to Stephanie Wolfe, an accredited financial counselor and founder of the Wolfe Collective, about the causes of financial stress and what you can do about it.
We talk to the founder and CEO of Bōde, Robert Price, about how their online platform that uses technology to help you buy and sell your home without the use of real estate agents.
You know it’s important to have good credit but how exactly can you improve your credit score? Julie Kuzmic, Equifax Canada’s director of consumer advocacy, shares her tips on how to build up good credit. Then, all you need to know about the stock market. Michele Schneider goes over the basics in her latest book Plant Your Money Tree. And,George Papazov, founder and CEO of TRADEPRO Academy, is here to tell us more about this online training platform to help anyone learn the basics of trading. Plus, Phil Buchanan tells us about his new book Giving Done Right: Effective Philanthropy and Making Every Dollar Count.
We talk to Equifax Canada's director of consumer advocacy, Julie Kuzmic, about where do you get your credit score from, how is it calculated, how to improve it and what does it all mean.
We talk to the founder and CEO of TRADEPRO Academy, George Papazov, on how people are still trading stocks in their PJ's. As well how others can learn more about the world of trading from their academy.
We talk to Michele Schneider, director of trading education from Market Gauge, about her book Plant Your Money Tree on how to understand the stock marketing better.
Are you thinking of financially helping your adult children buy a home? Alan Desnoyers, Senior Vice-President of BMO Private Wealth, is here to tell you how much is too much. Then, how your assumptions about money may be getting in the way of your goals. Sarah Vermunt, career coach and founder of Careergasm, is here to take us through these assumptions and how to get over them. And, Equifax Canada’s Julie Kuzmic will tell you how to improve your credit scores and how long it will take to do it. And, Jacob Jackson from the Lean House Effect, presents his argument for why there’s no point in credit card points. Plus, economist Keisha Blair’s latest book, Holistic Wealth: 32 Life Lessons to Help you Find Purpose, Prosperity and Happiness.
We talk to author Keisha Blair about how she strengthened her financial identity and wellness after her husband unexpectedly died at a young age. Her book Holistic Wealth: 32 Life Lessons to Help you Find Purpose, Prosperity and Happiness offers financial wellness tips specifically geared towards women.
We talk to the Senior Vice President of BMO Private Wealth, Alan Desnoyers, about whether parents should help their kids buy their first house and if so how much should they give.
We talk to career coach and author of Careergasm and Career Rookie, Sarah Vermunt, about the top five money assumptions and how they are getting in your way.
We talk to Jacob Jackson, founder of the Lean House Effect, on why switching to a cashback credit card is better for your bank account and also better for the planet.
Learning to get back up again after you fall. Neil Pasricha is here to tell us about his latest book You Are Awesome: How to Navigate Change, Wrestle With Failure, and Live and Intentional Life. Then, more of your questions about credit answered. Author and personal credit expert Richard Moxley shares insight from his book The Credit Game: Rules Every Canadian Must Know to Win. And, battling debt. Laurie Campbell, CEO of Credit Canada is here to tell us about a recent survey highlighting the challenges Canadians face when it comes to debt. Plus, improving access to financial advice with Philip Barrar, founder and CEO of Mylo.
We talk to author, Neil Pasricha , about his book You Are Awesome: How to Navigate Change, Wrestle with Failure, and Live an Intentional Life on being resilient in life.
Facebook is planning to launch its very own digital currency called Libra. But is Facebook's plan to make a more efficient payment system worth it for the millions of users who use the platform every day? More importantly, is it safe?
Sezzle lets you ‘buy now’ and ‘pay later’. But is an installment payment plan right for you? Patrick Chan, General Manager of Sezzle’s Canadian business, is here to tell us how it works. Then, David O’Leary, founder of Kind Wealth, tells us about subscription based fee-only advice. And, choosing the right life insurance plan. PolicyMe’s Laura McKay, tells us about the comparison site. And, Sarah Asebedo, certified financial planner and lead author of a new study from the American Psychological Association, on how personality traits can affect retirement spending. Plus, Kornel Szrejber is here to tell us about Build Wealth Canada.
We talk to PolicyMe's co-founder and President, Laura McKay, on how they are helping Canadians find what is the best life insurance policy is for them.
We talk to certified financial planner, Sarah Asebedo, on the findings from her study on how personality and psychological characteristics affect a portfolio.
Living the “need less, want less” lifestyle. Michael Burns, president and CEO of the Princess Margaret Cancer Foundation, tells us about its “Saving is the New Savings” initiative. Then, Sara Johnson, director of wealth planning at BMO Private Wealth, tells us how you can add art to your investment portfolio. And, do budgeting apps really save you money? Chuck Howard, from the University of British Columbia brings us his findings on the question. Plus Adrian Spitters’ new book Who’s Investing Your Money? And Mack Rogesr on the Family Literacy First program from ABC.
We talk to Sara Johnson, the director of wealth planning at BMO Private Wealth about adding art to your portfolio and what you should consider when it comes to gifting art.
We talk to author Adrian Spitters about his latest book, Who's Investing Your Money, that has tips for choosing the best financial advisor that can help you build and grow your family's business wealth.
We talk to both the executive director of ABC Life Literacy Canada, Jim Saclamacis, and the head of branch network for HSBC Canada, Mack Rogers, on the organizations latest Family Literacy First program.
A new, online program from McGill is trying to bridge the financial literacy gap. Professor Isabelle Bajeux-Besnainou, Dean of the Desautels Faculty of Management, will be here to tell you about the McGill Personal Finance Essentials. And, Rasha Katabi, CEO of Brim Financial, is here to tell us how you can use credit card points to your advantage. Then, an app called FlipGive that can help your sports team raise money. Plus how to convert your RRSPs to RRIFs with Carol Bezaire, Vice President of tax, estate, and strategic philanthropy at Mackenzie Investments. And, we’ll talk to Jason Pereira, the newly launched Financial Planning Association of Canada.
We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Bes-nai-nou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.
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.
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.
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.
We talk to Kim Kukulowicz, senior vice president of residential sales at Equitable Bank, about stnce. An online personal finance resource hub she founded.
We talk to Deborah McGrath, chief marketing officer and chief client officer at Echelon Wealth Partners, about tips for entrepreneurs before they decide to take the leap on their own.
More and more seniors are choosing to stay in the workforce. Bruce Sellery explains why they are continuing to work longer past the average age of retirement.
The holidays can be stressful especially when it comes to spending. Bruce Sellery shares his expert advice on how to create a holiday budget and stick to it.
If you received a bad credit score it's not the end of the world. But it does take some time for it to improve. Bruce Sellery shares his tips for getting your credit score back on track.
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.
We talk to Doug Hoyes, a Licensed Insolvency Trustee at Hoyes, Mile-Alos & Associcates, about the different ways to pay off your debt including filing for bankruptcy.
We talk to Cary List, president and CEO of FP Canada, about how rules and requirments for the financial advice industry will look like over the next decade.
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.
We talk to Nainesh Kotak, a personal injury lawyer at Kotak Law, about how to navigate the process when you are filing a disability claim with your insurance company.
We talk to Lisa Ernst, executive director of Savvy Ladies and Rebecca Eve Selkowe, a financial wellness expert and instructor on the course they are running called Dominate The Debt. A six-week course designed to bring financial education to women.
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.
We talk to the executive director at Momentum, Jeff Loomis, about how they are looking at different ways to support lower income earners with financial services.