podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
CFP® At Philotimo Wealth Management
Shows
Philotimo Wealth
Job Hugging, Labour Hoarding & Canada’s Housing Crunch 🏠📉 | The Financial Rundown | EP. 5
In this episode of The Financial Rundown (filmed Nov 3, 2025), CJ and Maddie unpack one of the biggest shifts since the Great Resignation: the rise of job hugging and labour hoarding. We look at how workers went from quitting in record numbers in 2021 and 2022 to clinging tightly to stable roles in today’s cooler job market, and why companies are holding onto staff even when business slows. We also dive into what these labour trends mean for the broader economy, your career strategy, and your financial planning. From market drawdowns and long-term investing to Canada’s hou...
2025-11-15
24 min
Philotimo Wealth
The truth behind how a $700,000 RRSP turned into a $660,000 tax bill | The Financial Rundown | EP. 5
In this episode of The Financial Rundown (filmed October 7, 2025), CJ welcomes Madeline Stratton, Associate Advisor at Philotimo Wealth, to unpack a whirlwind of headlines: from viral tax horror stories to the truth behind Canada’s rising unemployment.They start with a look at a Burlington family’s inheritance “wipeout”, a case making waves online for showing how a $700,000 RRSP turned into just $55,000 after taxes and why that headline is more clickbait than cautionary tale. CJ and Madeline break down the real tax rules behind RRSPs, cottages, and capital gains, and how smart planning can help you avoid the RRSP tax...
2025-10-17
28 min
Philotimo Wealth
ETF Strategy, Market Risks & Smarter Investing w Vince Kraljevic | Philotimo: Finances with Friends | Ep. 5
In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at Fidelity Canada and one of the sharpest minds in the investing world.With over 18 years in the industry and a no-nonsense approach, Vince breaks down the world of quant investing, the differences between ETFs and mutual funds, and how Fidelity builds its all-in-one portfolios. If you’ve ever wondered how portfolios are built, how to interpret market signals, or what keeps professionals up at night: this one’s for you.Toge...
2025-08-01
45 min
Philotimo Wealth
Bills, Babies & Balance: How to Build a Wealthy Family Life | Philotimo: Finances with Friends | Ep. 4
In this special episode of Philotimo: Finances with Friends, shot on Mother’s Day 2025, CJ sits down with three incredible women to talk about motherhood, identity, and what it really means to build a life that feels rich, even when things are hard.Andrea, Maddy, and Jess share their personal experiences: from post-natal depression to financial stress, from career sacrifices to joy in the little things. It's real talk on parenting, home finances, and defining what success looks like for your family.This one’s for everyone on the pare...
2025-06-12
54 min
Philotimo Wealth
What the 🇨🇦 Federal Election Results Mean for Your Money + Financial Spring Cleaning Tips | Financial Rundown | EP. 4
In this episode of The Financial Rundown (filmed May 12, 2025), CJ closes the book on tax season and kicks off a new chapter with tips for financial “spring cleaning.” We unpack the latest Canadian federal election results and explore how they may impact your wallet.From the truth about market volatility to why you shouldn’t give in to the pressure of social media: CJ dives into what actually drives success with money and why your systems > goals every time.Watch More Financial Rundown Episodes ➭https://www.youtube.com/watch?v=QOyDYFyR...
2025-05-16
11 min
Philotimo Wealth
Slash Your Tax Bill: Proven Strategies from a Top CPA | Philotimo: Finances with Friends | Ep. 2
Taxes don’t have to be overwhelming! Bianca Batty, Chartered Professional Accountant (CPA), joins us to break down key tax strategies for homeowners, small business owners, and freelancers. We cover real estate tax rules, deductible expenses, business tax planning, CRA audits, and commonly missed credits. Plus, Bianca debunks major tax myths and shares practical tips to keep more money in your pocket.You can learn more about Batty Accounting at ➭ https://www.battyaccounting.com/❔Who are we?Philotimo (fee.low.tee.mo)Definition: "Friendship and Honour...
2025-03-26
40 min
Philotimo Wealth
The TRUTH About 2025 Market Volatility That No One Is Telling You 📈 | EP. 3
In this episode of The Financial Rundown (shot on March 12, 2025), CJ explores how historical market patterns can guide us through current market volatility. Looking back at 2018, we've seen that while markets may experience short-term fluctuations due to tariff stress, staying focused on your long-term investment strategy is key. As tax season approaches (deadline: April 30th!), it's the perfect time to have a chat and ensure you're positioned for success.Have questions? We're here to help you navigate both tax season and market uncertainty. Let's work together to keep your financial future on track. Keep...
2025-03-20
07 min
Philotimo Wealth
TARIFFS EXPLAINED: How New US Tariffs Will Hit 🇨🇦 Wallets (It's Not Just Steel!) | Financial Rundown | EP.2
In this episode of The Financial Rundown (shot on Feb 10, 2025), CJ breaks down the urgent RRSPs and the major impact of new US tariffs that could affect your wallet in 2024!RRSP Deadline Alert: Everything you need to know about contributions, limits, and who should (or shouldn't) contribute before the March 3rd deadline.US Tariffs Explained: Breaking down the new 25% tariff on Canadian steel and aluminum, and what it means for consumers and investors.Tech Industry Impact: How the 10% Chinese import tariffs could affect prices of phones, laptops, and EVs.Investment Strategy: Learn which sectors might be "tariff-proof" and...
2025-02-19
15 min
Philotimo Wealth
Retiring CFP® Reveals His Biggest Money Lessons | Philotimo: Finances with Friends | Ep. 1
In this special episode (filmed on January 10th), CJ and Jerry reflect on their careers, share valuable financial insights, and discuss Jerry’s retirement after 27 years as the podcast evolves from Bantering Bosses to its new name: Finances with Friends! Join us for a trip down memory lane as Jerry recalls how he and CJ first met, his journey in finance, and the key lessons he’s learned about money along the way. And as he steps into retirement, Jerry offers his perspective on retirement planning—because the proof is in the pudding! Whether you’re just starting your financia...
2025-01-31
54 min