Shows
Build Wealth Canada PodcastImportant Tax & Investing Changes for 2025 (for Canadians)Today, we’re going to cover what you need to know from a tax, investing, and financial planning perspective as all our taxes become due here in Canada on April 30th, 2025, and as we get well underway with 2025 in general. As you know, the government makes changes every year in these areas. The implications of these changes can have a pretty substantial impact on how much you pay in taxes, your net worth, and what government benefits you are eligible to get, and how much you get. These can easily affect your net worth in th...2025-03-271h 23Build Wealth Canada PodcastFinancial Lessons Learned After 10 Years of Interviews on the Build Wealth Canada PodcastThis interview will be a bit different as I was recently interviewed by Financial Journalist, Ellen Roseman from Canadian MoneySaver Magazine where she asked me some great questions, and so I thought it would be great to also publish that interview, here on the Build Wealth Canada Show. In the interview, we cover what lessons for Canadians I have learned after doing close to two hundred interviews with financial experts, over the past 10 years. My wife and I have also been either fully or semi-retired for the past 8 years, and so Ellen asked me if...2024-08-2150 minBuild Wealth Canada PodcastImportant Tax & Investing Changes for 2024 (for Canadians)Today, we’re going to cover what you need to know from a tax, investing, and financial planning perspective as we head into this new year. As you know, the government makes changes every year in these areas and the implications of these changes can have a pretty substantial impact on how much you pay in taxes, your net worth, what government benefits you are eligible to get, and how much you get. These can easily affect your net worth in the thousands of dollars every single year, so it’s definitely in your and my b...2024-01-251h 17
Unconventional WisdomWhen Can I Retire With the Lifestyle I Want?Financial freedom. It’s what we all really want. The question is: how do we get there? One key component to achieving financial freedom is creating a retirement plan. Building the nest egg you need doesn’t happen on its own. Most people only save enough to get 20-30% of the investments they need for the retirement lifestyle they envision. Creating your retirement plan can be fun. It makes you wealthier. It’s not about your money – it’s about your life. This article is one of the Must Read posts...2023-12-0503 min
The Most Hated F-WordA Candid Discussion on the Worst Money AdviceJonathan Chevreau | Chief Findependence Officer | Investing Editor and Columnist MoneySense
Jason Heath, CFP® | Fee-Only Financial Planner at Objective Financial Partners Inc.
Jason Evans CFP® | Fee For Service Financial Planner
Lisa Hannam | Executive Editor MoneySense | Journalist | Writer
BIOs:
Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto. He was the Financial Post’s personal finance columnist between 1993 and 2012 and editor-in-chief for MoneySense Magazine from 2012 to 2014. He still writes the Retired Money column for MoneySense. In 2014, he launched the Financial Independence Hub (aka FindependenceHub.com), which usually publishes four blogs every week. Jon has authored several books with trad...2023-11-231h 03
Mister Kindness PodcastMajor Alan Lipowski - Major Money MakerDISCLAIMER: what we talk about is not financial advice. We're only trying to help. Proper financial advice comes from professionals who crashed the economy in 1987, 2000, 2008, etc. Episode 70. Joining us from Edinburgh, Scotland is my pal Alan Lipowski. Currently serving in my old Regiment in the British Army, Alan had the idea to develop a website and internet presence with the sole aim of helping soldiers invest and save their hard-earned cash. I wish him the very best of luck! When I was young, I couldn't spend my money fast enough. I was lucky to get some good...2023-06-151h 04
Podcast Radio Business InterviewsTHE RISE OF THE SECOND JOBBER | JASMINE BIRTLES & ANDREW LINDSAYJASMINE BIRTLES – FINANCIAL JOURNALIST AND TV PRESENTER + ANDREW LINDSAY – CO-CEO, UTILITY WAREHOUSE talk to Clayton M. Coke of Podcast Radio Business about The Rise of the Second Jobber!Whether it’s to meet a financial need, test driving a new career or to fulfil a lifelong passion, the way we work is evolving and more people are finding new and innovative ways than ever before to generate extra income – according to a landmark report.In collaboration with the Centre for Economics and Business Research (Cebr), an in-depth study by Utility Warehouse (UW) indicates one in three Br...2023-06-1118 min
Pinot & Pixel - The Latest Trends & News from the Wine and Dining scene🍇🍾👟🎉#032 Weekly Update Weinwelt📉Zerfall der Silicon Valley Bank🤵🏼Master Somm ChatGPT👩⚖️Hospices de Nuits Versteigerung💎Kylie Minogue Brad Pitt und James Harden💰Freihandelsabkommen UK AustralienChatGPT besteht die Master Sommelier Theorie, die Silicon Valley Bank zerfällt und rüttelt an der Weinbranche, Rekorde in Österreichs Weinmarkt und auf Frankreichs Top-Versteigerung: es war wieder einiges los. Dazu haben wir wieder unseren Dauergast Brad Pitt mit ER3 am Start und beleuchten den Weinmarkt von Deutschland, Österreich, Australien und UK.
Alexander Gottschalk (https://www.linkedin.com/in/alexander-gottschalk-641838223/)Lukas Scholten (https://www.linkedin.com/in/lukas-scholten/)
Shownotes:
(00:00:00) Sideways Effect
https://www.npr.org/sections/thesalt/2017/07/05/535038513/the-sideways-effect-how-a-wine-obsessed-film-reshaped-the-industry
(00:02:00) Hospices de Nuits
https://www.decanter.com/wine-news/record-sales-for-burgundys-hospices-de-nuits-2023-auction-499449/
(0...2023-03-181h 17
Two Women ChattingJasmine Birtles | Cash Down the Back of the SofaMichelle and Liz are joined in this episode by guest ‘Miss Moneysaver’ Jasmine Birtles, a Daily Mail columnist, author, money expert and director of not one but three companies! Jasmine is also the founder and editor of one of the best-known money-making websites MoneyMagpie.com; the go-to site for information and advice on making and saving money day-to-day.Jasmine, Michelle and Liz talk about a variety of unique and creative ways you can make money in the current economic crisis, offering their own experiences and advice. Jasmine particularly focuses on sharing ways you can earn cash with litt...2022-11-0827 min
Off balanceBarbara Stewart tells us more about business models and a little more about younger women inspired to investDuring the second episode, we talk about Barbara’s findings and tips about investment. Her report comes out on Women’s Day every year. This episode also reveals what Barbara has been struggling with until quite recently. Barbara also let us see into events hosted by Danske Bank and Nasdaq for mothers and daughters.
As ADA Economics is a research company, we also like to look at many different topics, and we asked, cheekily (!), Barbara to do some research on a topic close to our heart. Can you guess which topic was it?
Barbara is a CF...2022-07-1511 min
Off balanceInterviewing Barbara Stewart about risk and her journeyDuring our short conversation with Barbara Stewart, we find out why she started Rich Thinking Research. During the financial crises in 2008, Barbara started to read about two things: women and money. During this episode, she gives us a little of the back story about why.
As ADA Economics delivers effective analysis to manage financial risk, Raffaella’s first question for Barbara was related to women and the pattern of taking risk.
Barbara is a CFA Charterholder, with over 30 years’ experience in portfolio management, and over a decade of working as a researcher. Her annual Rich Thin...2022-07-1512 min
Off balanceBarbara Stewart and Raffaella Tenconi discuss failure with all costThis episode gives a small introduction to ADA Economics, and discusses women preferences when it comes to investing. There is something behind all successful women’s journeys, and that is failure. But what about failure?
When it comes to failure, it is hard to talk about it, and there are many ways to define it. Raffaella and Barbara discuss how the downtimes inspire.
Barbara is a CFA Charterholder, with over 30 years’ experience in portfolio management, and over a decade of working as a researcher. Her annual Rich Thinking® white papers have been released every International Women...2022-07-1510 min
So Boom, it's Yahrasiel The Multipreneur!Money Mondays: The Unspoken Truth About Life InsuranceMoney Mondays: The Unspoken Truth About Life Insurance
The Unspoken Truth About Life Insurance
Connect with me :
https://linkin.bio/ig-iamthemultipreneur
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financialsuccess #wealth #lifeinsurance #insurance #motivation #inspire #lifeinsurance
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Support this podcast: https://podcasters.spot2022-06-2735 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: 30 Ways To Make Money From HomeMoney Monday: 30 Ways To Make Money From Home
Connect with me : https://linkin.bio/ig-iamthemultipreneur
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financialsuccess #wealth #lifeinsurance #insurance #motivation #inspire
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Support this podcast: https://podcasters.spotify.com/pod/show/soboom/support2022-06-0627 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: Understanding Your Role When It Comes To MoneySubscribe to my channel!
Understanding Your Role When It Comes To Money
Connect with me : https://linkin.bio/ig-iamthemultipreneur
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financialsuccess #wealth #lifeinsurance #insurance #motivation #inspire
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Support this podcast: https://podcasters.spotify.com/pod/show/soboom/support2022-05-2320 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: 7 Types Of Income That You Should HaveSubscribe to my channel!
Money Monday: 7 Types Of Income That You Should Have
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest...2022-05-0920 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: 7 ways to raise financially responsible kidsSubscribe to my channel!
Money Monday: 7 ways to raise financially responsible kids
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financialsuccess #wealth #lifeinsurance #insurance
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Support this podcast: https://podcasters.spotify.com/pod/show/soboom/support2022-05-0222 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: 10 Keys To SuccessSubscribe to my channel!
Money Monday: 10 Keys To Success
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financial...2022-04-1831 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: 5 ways to start investing for beginnersMoney Monday: 5 ways to start investing for beginners
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financialsuccess #wealth #lifeinsurance #insurance
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Support this podcast: https://podcasters.spotify.com/pod/show/soboom/support2022-04-1122 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: Getting Our Money Plan TogetherSubscribe to my channel!
Sorry for the quality of the video. The power went out and we had to make a quick change but you will love the content!
Money Monday: Getting Our Money Plan Together
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#Chr...2022-04-0538 minSo Boom, it's Yahrasiel The Multipreneur!Money Monday: What happens when you fail to plan for your financial futureSubscribe to my channel!
Money Monday: What happens when you fail to plan for your financial future
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
Schedule a retirement appointment at https://go.oncehub.com/yahrasielcolbertagency
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneypro...2022-04-0424 minSo Boom, it's Yahrasiel The Multipreneur!7 Millionaire Habits to Embrace in 2022Subscribe to my channel!
Money Monday: 7 Millionaire Habits To Embrace in 2022!
Get your journal at http://iamthemultipreneur.com
Email me at iamthemultipreneur@gmail.com for a FREE budget spreadsheet.
Get your journal at iamthemultipreneur.com
#ChristianGrowth #Finance #FinancialLiteracy #iamthemultipreneur #entrepreneurship #sharethis #moneygoals #MoneyMaker #MoneySaver #MoneyGiver #MoneyTaker #Author #FinancialSuccess #Finances #money #debtfree #Giving #Work #employer #employee #honesty #makemoney #debt #moneyproblems #moneyissues #retirement #interest #compoundinterest #save #savemoney #financialsuccess #wealth
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Support this podcast: https://podcasters.spotify.com/pod/show/soboom/support2022-03-2815 min
CE Drive with Jason WattWealth Management and Financial PlanningInvestment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context.
Subscribe at CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Dan Hallett, CFA, CFP
The MoneySaver Podcast
Dan Hallett on Robo-Advisors, Financial Advice, and CRM2
Principles for Responsible Investment
Michael J. Mauboussin
2021-10-2757 minThe Most Hated F-WordThe Evolution of The Financial Plan With Jason Heath CFPWith Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc
Bio:
Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications like the Toronto Star and Globe & Mail.
Highlights:
What is fee-only financial planning?Why communicating and educating should be central to all financial plansThe actual value of a financial planningThe value of being financially organizedHow financial planning provides peace of mind for consumersWhy connection is so...2021-06-0352 min
The Road to SevenStepping Into Your Leadership Shoes“You’ve got to let go. You have to let people do things their way, because what you care about is the result of their work.”- Shelagh CumminsAre you looking to hire? Are you considering it? Or have you started to hire?If so, you’re not going to want to miss this episode!I’m going to dig deep into the details of what you need to know when stepping into a leadership role in your small business. This includes how to approach the hiring and onboarding...2021-06-0121 min
The VM PodcastEP02 - DHARMIC WEALTH with Ravi Lakhani - The Vichaar Manthan PodcastIn the era of Intrapreneurs and Bitcoin millionaires, how can the principles of Dharma help us cut through the noise?
In this episode, we are exploring and understanding the fundamentals of wealth through a Dharmic lens with Ravi Lakhani.
Ravi Ji is a senior Private Equity Analyst, currently studying at London Business School and the co-ordinator for Vichaar Manthan Book Clubs.
Recommended Book: https://www.amazon.co.uk/Bartimaeus-Trilogy-Jonathan-Stroud/dp/1423136829
Follow Ravi: https://www.instagram.com/ravidoes/
#money #wealth #dharmicwealth #sustainablewealth #sustainableideas #wealthmanagement #w...2021-01-241h 19
Build Wealth Canada PodcastHow To Structure Your Investments For An Early Retirement In this episode, we’re going to cover how you can retire early, or at the very least, semi-retire early so that you have more time for friends, family and recreation. My guest for this month is Mark Seed, who instead of rushing to achieve some giant investment portfolio number and fully retiring to never have to work again, he is instead taking what I believe, is the more efficient, sustainable and fulfilling approach of fully embracing an early semi-retirement, instead of a full stop early retirement. Mark is ver...2020-12-021h 23
Young Money with Tracey BissettEP124 Adulting 101: How to Stick Up for Your Consumer Rights with Ellen RosemanEllen Roseman is a Consumer Advocacy and Personal Finance journalist who is passionate about standing up for ordinary Canadians and being a champion for consumers to fight back against consumer injustices. As a public speaker and author, she has presented keynote speeches and written multiple books on consumer injustice topics. Her latest book, Fight Back: 81 Ways to Help You Save Money and Protect Yourself from Corporate Trickery, shares money-saving tips and advice from leading consumer advocates in Canada. Additionally, Ellen is the co-chair of the investor advocacy group, FAIR Canada, and the co-host of the monthly Moneysaver podcast. She...2020-01-3035 min
Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers050: Busting Your Myths and Misconceptions about Financial AdvisingIt’s one thing for the general public to misunderstand what financial advisors do or be mistaken about important principles of personal finance. But what about financial advisors? What myths and misconceptions do you believe that might be holding you back from giving your clients the best advice? That’s what today’s guest is here to talk about.
John De Goey is a Portfolio Manager with Wellington-Altus Private Wealth. He has built a national reputation as a trusted authority on professional, transparent and evidence-based financial advice. He’s written for publications including Canadian MoneySaver, MoneySense and The Glob...2020-01-2248 min
The Tatiana Show!David Skarica and Gabriel Kurman from LABitConfOn a special two-part episode of The Tatiana Show, Tatiana sits down with Gabriel Kurman from the Latin American Bitcoin and Blockchain Conference and also David Skarica, founder of the online newsletter Addicted to Profits from the island of Eleuthera, Bahamas. First up is a chat with Gabriel Kurman from the Latin American Bitcoin and Blockchain Conference in Montevideo, Uruguay. Now in its 7th year, Tatiana and Gabriel talk about LABitConf’s evolution since its beginnings in 2013 and how the Bitcoin ecosystem has grown in the Latin American Community. The conference will be held December 12 and 13, 2019 with betw...2019-12-1149 min
The MoneySaver PodcastWomen Experts Discuss Women, Money and Investing.In this episode of the MoneySaver Podcast, Ellen Roseman, Rita Sylvan, Barbara Stewart, Paulette Filion and Judy Paradis discuss the need for women to finance their longer lifespans, the problems women have finding a financial advisor they can trust and the types of products and services that suit women investors, are women risk adverse or risk aware, confidence - perception that they don't have enough money even if they do, the financial realities of being a woman among other topics. Questions Asked: 3:51 What are the barriers that might be holding some women back from investing?...2019-10-3126 min
The MoneySaver PodcastSay Good-Bye to Paying High Investment FeesIn the 23rd edition of the MoneySaver Podcast, Ellen Roseman chats with Dale Roberts, blogger behind the Cut The Crap Investing! In this episode we chat about robo-advisors, all-in-one ETF portfolios and Dale gives us his three best money tips that he has found useful in his life. 0:50 What led you to taking on the role of chief disruptor behind the Cut the Crap Investing blog? 5:10 What is the purpose of Cut the Crap Investing and what are you trying to do for the average person who would like to invest? 6:13 What does the...2019-09-3034 minYoung Money with Tracey BissettEP087 Canadian MoneySaver with Lana SanicharLana Sanichar is the President and Editor-in-Chief of Canadian MoneySaver, an independent investment advisory magazine and the co-host of The MoneySaver Podcast, a show which helps educate Canadians about money, saving, reducing debt, increasing assets, and safeguarding interests. Leading the Women’s Financial Awareness Group in her hometown, she helps inspire other women to take control of their finances. Lana also writes for several publications such as the Kincardine Independent and Costco Magazine. Lana joins me today to share her story and explain the importance of having the right mindset to achieve financial fitness. She sha...2019-06-1826 min
The MoneySaver PodcastExchange Traded Funds (ETFs) - What You Need to KnowIn episode #22 of the MoneySaver Podcast, we chat with Dan Bortolotti, blogger, financial planner and podcast host of the Canadian Couch Potato about exchange traded funds (ETFs), index investing, passive vs active investing and all-in-one ETFs. Questions Asked: 0:56 Tell us a little bit about what got you interested in the couch potato approach to investing. 3:02 You won a Globe and Mail award for The Couch Potato blog. 3:50 Can you explain index investing? Why is it lower cost? What is the difference between passive and active? 7:58 What has held index f...2019-06-1040 min
The MoneySaver PodcastA successful personal finance blogger and his quest for Freedom 45.In the 21st episode of the MoneySaver Podcast, we chat with Robb Engen, blogger, journalist and consumer advocate. We talk about how he (along with his mother) co-founded the long-standing blog Boomer and Echo, how he came to be a consumer advocate, how he hopes to reach financial independence by age 45 and he gives his best three financial tips. Questions Asked: 1:04 You’ve been blogging since 2010. Can you tell us a little bit of the evolution of your blog Boomer and Echo? Boomer being your mom and you, Echo. 3:26 How widely read is...2019-05-2940 min
The Burn Your Mortgage PodcastStraight Talk on Mortgages, Real Estate and Consumer Issues with Ellen RosemanEllen Roseman is a journalist who sticks up for ordinary Canadians. She’s been advocating for consumer rights for the past 35 years.
When you hear about consumer issues in Canada, you can’t avoid finding references to Ellen Roseman. She’s become a brand name for activism and a champion at helping consumers fight back against injustices. People praise her direct, down to earth and common sense writing style.
Ellen’s personal finance and consumer columns regularly appear in the Toronto Star. She’s also the host of the MoneySaver Podcast, a podcast that teaches you how to...2019-05-2633 min
The MoneySaver PodcastFive Simple Personal Finance Rules with Preet BanerjeeIn episode 20 of the MoneySaver Podcast, Ellen Roseman chats with Preet Banerjee, media personality, speaker, author and podcaster about his five personal finance tips that he lays out in his book "Stop Over Thinking Your Money" as well as renting vs. buying, his former career as an advisor and "MoneyGaps." Questions Asked: 1:07 Tell us a little about your former career as a financial advisor and how you ended up where you are today. 5:14 I remember you did a book about RRSPs. 9:10 Tell us a little bit about MoneyGaps. 19:43 How would...2019-05-1644 min
The MoneySaver PodcastProtecting Seniors from Financial AbuseIn the 18th edition of The MoneySaver Podcast, we talk to elder law specialist Laura Tamblyn Watts on how to protect seniors from financial abuse, including scams and advice on aging gracefully. Questions Asked: 1:20 Tell us about a report that you did about vulnerable investors. Who are they? How should they be protected? 3:45 One of your key recommendations was for a financial advisor to have the name of a trusted contact to work with them in the event of the client being under undue influence or are not capable of maki...2019-04-3039 min
The MoneySaver PodcastSustainable Investing - Aligning Your Investing Style and ValuesIn this episode of The MoneySaver Podcast, Ellen Roseman chats with Tim Nash from www.sustainableeconomist.com about sustainable investing for those investors who want to align their investing style with their values. And NEW!!! Ellen and I chat about our first exposure to investing! We want you to join in the discussion. Drop us a note with your story of your first exposure to investing and what works for you! We may read them on a future podcast episode! Please send your story to Ellen at www.ellenroseman.com or on twitte...2019-04-1045 min
Build Wealth Canada PodcastTFSA creator shares top saving and investing strategies, while promoting financial literacy for Canadians Today I have the creator of the TFSA (Tax Free Savings Account) on the show who shares his best TFSA tips and strategies, while also discussing his initiative to enhance financial literacy in Canada. His name is Kevin McCarthy, and while working in Ottawa, Kevin was responsible for the financial literacy file for Minister Flaherty and helped launch the federal government’s Financial Literacy Panel. He played a key role in the development and naming of the Tax-Free Savings Account (TFSA), the single most important personal savings vehicle since th...2019-04-081h 01
The MoneySaver PodcastMore Money Won't Make You HappierWe chat with Melissa Leong, author of "Happy Go Money", social media and television personality, in the 16th episode of the MoneySaver Podcast. She talks about how more money won't make you happier and that you should be happy with the money that you have. She also explains what the hedonic treadmill is and how spending money on "experiences" instead of "stuff" will allow you to be happier. Questions Asked: 1:03 Tell us about your book “Happy Go Money” and how you embarked on the road to being a published author in the perso...2019-03-0839 min
The MoneySaver PodcastFinancial Independence Retire Early (F.I.R.E.)The the 15th episode of the MoneySaver Podcast, we talk to Bob Lai, the blogger behind tawcan.com on the Financial Independence Retire Early or F.I.R.E. He dispels myths to describe how to quit the daily grind and live life (and retirement) the way you want to. Questions Asked: 0:51 Tell me a little bit about yourself. 2:13 Can you explain what the Financial Independence Retire Early (F.I.R.E.) movement is? 9:20 Who is F.I.R.E. for? 11:32 If you’re interested in following the F.I.R...2019-03-0440 min
Build Wealth Canada PodcastTop 5 Costly RRSP Mistakes That Canadians Make (secrets from an ex-banker) RRSP season is upon us (the last day is March 1) and to help you avoid the top RRSP mistakes that Canadians make, I've brought back the financial planner that my family and I use, John Kalos. We had a live webinar where we went over these top mistakes, and it gave everyone a chance to get their questions answered live. What we cover in this episode: •How to use RRSP season to save you thousands in taxes (it ends March 1st!) •How to make...2019-02-211h 02
The MoneySaver PodcastGetting Beyond Shame and Blame to Reduce Your DebtIn episode #14 of the MoneySaver Podcast, Ellen Roseman chats with Shannon Lee Simmons, CFP and author of Living Debt Free about how she racked up over $9000 worth of debt in a fourteen month period and how guilt, shame and regret took over because of the debt. Questions Asked: 1:29 Tell us about the experience of being in debt and what you learned from it. 5:17 And you were worried about your now husbands reaction. But it turned out to be ok? 7:16 How long did it take for you to...2019-02-0741 min
Build Wealth Canada PodcastHow to Beat the Bank with Larry Bates (by cutting fees and portfolio optimization)Today we have author and Canadian investor, Larry Bates on the show. Larry is the author of the book “Beat the Bank”, where you shows (specifically for Canadians), how you can build a larger retirement nest egg by switching from high-cost mutual funds to more efficient, low-cost investment products. He also explains how you can do it in just a couple of hours per year. He talks about some of the secrets in the investment industry that many Canadians don’t know about, he decodes some of the mystery that is prevalent around investing here in Canada, and he...2019-01-231h 12
Build Wealth Canada PodcastPart 2 - The Only 4 Ways to Invest and Their Pros and ConsThis is part 2 of our episode on the only 4 ways to invest, where we discuss the pros and cons of each method, so that you can make an informed decision on the investing type that is best for you. Ultimately, this decision on which of the 4 ways you pick has an enormous impact on your net worth and how early you can retire, as it can easily save and earn you an extra tens of thousands of dollars long term, and even hundreds of thousands of dollars for many investors through reduced fees, proper financial advice, and...2018-12-1145 min
The MoneySaver PodcastColin Ritchie, LLB, CFP on RRSPs, TFSAs, RESPs, The Smith Manoever, Wills and Powers of AttorneyIn the 12th edition of the MoneySaver Podcast, Ellen Roseman chats with Colin Ritchie from colinsritchie.com and Canadian MoneySaver contributor about grandparents funding RESPs, TFSA or RRSP, The Smith Manoeuvre, taxation, Wills and Powers of Attorney as well as his tips for a successful financial career. Questions Asked: 1:15 How do I make the best of my TFSA or RRSP for retirement? Let’s say the person is 10 or 15 years out of university, making an income and has a little bit of student debt but not a crushing amount. 4:03 Who sho...2018-11-2929 min
Build Wealth Canada PodcastThe Only 4 Ways to Invest and Their Pros and ConsToday we’re going to cover the 4 ways that you can invest. Now why is this important? Well first, the benefit you gain from knowing this will differ depending on whether you’re an investor just getting started, or someone that’s already been investing for a while. If you’re a new investor, then it’s critical to know the pros and cons of the options available to you, so that you can make the best decision that’s right for you. In other words, you really want to look at the menu before deciding, as your decisio...2018-11-2549 min
The MoneySaver PodcastEpisode #11 - Rona Birenbaum and the ins and outs of creating a sound financial plan.In the 11th edition of the MoneySaver Podcast, we speak with Rona Birenbaum, Certified Financial Planner, from Caring For Clients. In honour of Financial Planning Week, we discuss financial planning, the process of creating a financial plan, debt, spending and her new tech start-up Viviplan, a new, low-cost financial planning service for Canadians. :48 Tell us a little bit about what attracted you to financial planning. 3:51 You’re one of the few fee-only certified financial planners. Is it much more difficult to make money with this type of service model? 5:41...2018-11-2136 min
The MoneySaver PodcastRyan Modesto, CEO of 5i Research - Considerations to take into account when constructing a portfolio.In the tenth episode of the MoneySaver podcast we chat with Ryan Modesto, CFA and CEO of 5i Research Inc. We discuss what an investor should take into account when creating a portfolio including assessing risk tolerance, ability to accept risk, debt, ETFs, stocks, mutual funds, TFSAs, RRSPs and fees. 2:42 How do you know when it’s time to start considering investing? 4:45 What about people who are young? Have a small savings and really don’t know what to do with it? 6:20 Do you think it’s harder for a y...2018-11-0145 min
Build Wealth Canada PodcastGene Simmons from KISS - A Rags-to-Riches StoryToday I have Gene Simmons on the show, from the rock band KISS. Now while you probably first heard of Gene from his music, he’s also very involved in a multitude of investments and different business. With decades of experience under his belt, I thought it would be great to pick his brain on what drives him to keep going after already achieving this high level of success. We also dive into how he selects his investment and business opportunities, how he maintains peak performance, and lessons he would pass on to a younger ve...2018-10-3027 min
The MoneySaver PodcastDoris Belland - Author of Protect Your Purse: Shared Lessons For WomenIn the ninth episode of the MoneySaver podcast, we chat with Doris Belland, entrepreneur, motivational speaker and author of Protect Your Purse: Shared Lessons for Women about steps that a woman can take to secure herself in the even of divorce or even the death of a spouse. We also chat about her women's money group and how she overcame $400 000 of debt after the death of her first husband. Getting to Know Doris, 0:35 What drove you to write your book Protect Your Purse: Shared Lessons for Women? 13:10 Tell me a...2018-10-1936 min
Build Wealth Canada PodcastInvesting Tips: Market Declines and Marijuana StocksCanadian investors are having a pretty eventful time in the markets right now, as the legalization of marijuana is happening today as I record this episode. Also, let's not forget the hit that the markets took last week. For a long time now we've seen very little volatility in the markets, and it's been a relatively smooth and enjoyable ride. Well finally, last week, we finally got to experience how markets can behave (in the negative sense), and I think how you felt during this period is a good sample of how much you can stomach volatility...2018-10-1730 min
The Burn Your Mortgage PodcastHow to Be Mortgage-Free in Your 20’s and Financially Independent in Your 30’s with Kornel SzrejberKornel Szrejber is a contributing editor for Canadian MoneySaver Magazine, and is the host of the Build Wealth Canada Show, a top personal finance and investing podcast created specifically for Canadians. There he interviews the top personal finance experts to share their best strategies, tips and tactics when it comes to investing and financial planning in Canada.
Kornel’s mortgage burning story is similar to my own. He managed to pay off his mortgage in only 6 years while still in his 20s, and become financially independent at the age of 32.
In my interview with Kornel, we...2018-10-0933 min
The MoneySaver PodcastWealthbar CEO Tea NicolaIn the Episode #8 of the MoneySaver Podcast, we talk to Tea Nicola, CEO of Wealthbar, a robo-advisor. We talk about robo-advisors, women in the boardroom, investing advice and Nicola Wealth Management funds. 2.49 How did your family connections help you get started? 4:55 Tell us what your firm is, what it does and what led you to opening this type of firm instead of a traditional firm. 7:55 How’s it going so far and who is your typical client? 9:20 Suppose I’m one of those pre-retirement people. How much advice would I receiv...2018-09-2734 min
The MoneySaver PodcastInterview with John De Goey, Portfolio ManagerIn the seventh edition of the MoneySaver Podcast, we chat with John De Goey, Portfolio Manager, Author of four books, Canadian MoneySaver contributor and frequent Business News Network. We talk about embedded compensations, regulatory reform, ETFs and portfolio management. Getting to Know John De Goey: Questions Covered 1.28 What questions should ask when I am looking for in a good financial advisor? 6:22 What do you think about setting future expectations on portfolio performance based on past performance? 10:38 Do you think that a call from your manager/advisor is necessary when the...2018-07-2340 min
The MoneySaver PodcastEpisode #5: Personal Finance Educator Kelley KeehnIn the fifth episode of The MoneySaver Podcast, we speak to Kelley Keehn, award-winning author, media personality and personal finance educator. We discuss two of her books, She Inc and The Women's Guide to Money, instilling confidence in men and women, consumer protection, where/how to we begin the journey of personal finance. 2:29: How did you come about to write the book "She Inc." 6:18: Have women progressed to the point where women are now more confident about our finances? 12:33 Where/How do we start in terms of instilling confidence/accountability within men...2018-05-2335 min
The MoneySaver PodcastRob Carrick from the Globe and Mail on Boomers, Real Estate, Investing and Robo AdvisorsIn the fourth episode of the MoneySaver podcast, we speak with Rob Carrick, personal finance columnist for the Globe and Mail. We talk about Boomers, Millennials, your home as an investment, car loans Robo Advisors and a variety of other personal finance topics. Topics: 1:07: How did you get into writing advice columns about money? 2:49: As a contrarian, what do you think about housing as an investment? 3:50: How will rising interests rates will affect Canadians who own homes? 6:18: Do you think Canadians are well-served by their banks? 8:40: How do...2018-04-1836 min
The MoneySaver PodcastOn Your Side More About MoneySaver PodcastIn this edition of the MoneySaver Podcast, we discuss what you can expect to learn from the podcast and we get to know a little more about hosts Ellen Roseman and Lana Sanichar and how they help to educate Canadians about personal finance, how to safeguard your interests and avoid bad advice.2018-03-2229 min
Build Wealth Canada PodcastThe #1 Place to Buy Your InvestmentsToday I’m excited to have Edward Kholodenko on the show who is the CEO of Questrade. If you’re a long time listener of the show then you know that I actually use Questrade to buy all my investments. So, when Questrade reached out to me about interviewing their CEO I thought it would be a great opportunity to ask him the questions that I have, and that I know a lot of the listeners have about their brokerage. I currently save at least $480 per year in fees by using Questrade so needless to say...2018-03-0529 min
Build Wealth Canada PodcastHow to Not Run Out of Money in Retirement (the top 20 financial planning tips)In this episode, we’re going to continue covering the subject of “How to Not Run Out of Money in Retirement”, specifically for Canadians. This is from a live webinar that I did for Canadian MoneySaver Magazine so in case you weren’t able to make it, I wanted to provide you with as many tips as possible from that presentation in audio form. If you missed part 1 of the series, it's the episode right before this one (episode 31). Links and Resources Top Tools and Resources for Financial Independence (for Canadians): Sign up anywhere on www.B...2017-04-0559 min
Build Wealth Canada PodcastDividend Investing: Is it Right for You?Questions Covered For those Canadians new to this type of investing style, can you explain what dividend investing is? When should someone consider doing dividend investing? (i.e. Is there a particular life stage when it’s most appropriate?) Is there a type of person that is most suited for this type of investing? (ex. time commitment, personality, etc.) What are the pros and cons of this investing style vs something like index investing, mutual fund investing, or stock picking for growth? The idea of investing to “live off the dividends” sounds very tempting to Canadians. How realistic is thi...2016-04-0858 min
Build Wealth Canada PodcastPart 2 – Lessons Learned from Investing $1 Billion (Stock vs ETF vs Mutual Fund Investing)This is part 2 of the interview with Peter. If you missed part 1, it's the episode right before this one. Episode Description: Today I’m thrilled to have Peter Hodson on the show who is the owner of 5i Research, the Canadian MoneySaver Magazine, and in his investment career, has managed over $1-billion dollars in assets. I’ve always wanted to have Peter on the show to pick his brain about investing best practices here in Canada, and see what he learned over his decades of professional investing. Peter and his team have also been...2015-08-1631 min
Build Wealth Canada PodcastLessons Learned from Investing $1 Billion (Stock vs ETF vs Mutual Fund Investing)Today I’m thrilled to have Peter Hodson on the show who is the owner of 5i Research, the Canadian MoneySaver Magazine, and in his investment career, has managed over $1-billion dollars in assets. He's also been called "The Warren Buffett of Canada" by the Globe and Mail. I’ve always wanted to have Peter on the show to pick his brain about investing best practices here in Canada, and see what he learned over his decades of professional investing. Peter and his team have also been generous in providing Build Wealth Canada listeners with a sp...2015-08-1650 min
Podcast | My University MoneyMMFBT 023 – Peter Hodson on Why Young People Don’t Need to be Afraid of StocksToday on the More Money for Beer and Textbooks Podcast we’re talking about the stock market and if it’s a good thing that young Canadians are so afraid of it. Peter Hodson joins us to give his insights into the millennial brain and why we might be making illogical decisions when it comes to our long-term investment planning.
Peter is the CEO of 5i Research and provides independent 3rd party financial analysis. He also writes for many of Canada’s premier publications and is the editor of Canadian MoneySaver Magazine. Before opening up his own shop, Pet...2014-08-2528 minThe More Money for Beer and Textbooks PodcastMMFBT 023 – Peter Hodson on Why Young People Don’t Need to be Afraid of StocksToday on the More Money for Beer and Textbooks Podcast we’re talking about the stock market and if it’s a good thing that young Canadians are so afraid of it. Peter Hodson joins us to give his insights into the millennial brain and why we might be making illogical decisions when it comes to our long-term investment planning.
Peter is the CEO of 5i Research and provides independent 3rd party financial analysis. He also writes for many of Canada’s premier publications and is the editor of Canadian MoneySaver Magazine. Before opening up his own shop, Pet...2014-08-2528 min
Staring at Screens.27. Insider JokesThe team's been busy of late, so this week we eschew our usual format and just have a nice catch up session to talk about the games we've been playing. First up, Joel's perception of reality is severely distorted by AntiChamber; then we revive the spectre that is Assassins Creed 3 as Vick finally gets to play it; mobile offerings also get some airtime as we try out Sonic Dash, Mighty Dungeons, and Fish Out of Water; and last but not least, Dave tells us about Hope: The Other Side of Adventure and much moaning and groaning ensues.
Aaand stra...2013-04-2300 min