Shows
Great Canadian PiggybankWhy Parents Know What to Do With Money, But Still Don’t Do It | Preet BanerjeeMost parents know what they should do with money save more plan ahead and talk to their kids about finances. So why is it still so hard to follow through?In this episode of The Great Canadian Piggy Bank host Christi Rae sits down with Dr. Preet Banerjee one of Canada’s leading experts in behavioral finance to unpack why knowing better does not lead to doing better. They explore how fatigue stress and our brain’s focus on the present sabotage good financial intentions and why willpower is the wrong tool for the job.You...
2026-01-2719 min
Moolala: Money Made Simple with Bruce SelleryAI's Impact on Your Wallet + Financial Realities for Singles, Artists, and NewcomersArtificial intelligence is reshaping how Canadians manage their money, but is it helping or hurting? Financial educator and behavioural finance expert Preet Banerjee reveals how AI is transforming financial services, from chatbots providing 24/7 customer support to the promise of democratizing quality financial advice for everyday Canadians. But there's a dark side: scammers are using AI to create sophisticated, hyper-personalized phishing attacks that can drain your bank account before you realize what's happened. Preet shares practical strategies to protect yourself while leveraging AI's benefits, and explains why adding friction to your spending decisions might be the smartest financial move you...
2026-01-2052 min
The Leadership StandardHow Leaders Make Bad Money Decisions and the Science to Fix It with Dr. Preet BanerjeeOn this episode of the Leadership Standard, Jamie welcomes Dr. Preet Banerjee, neuroscientist, and one of Canada’s most compelling and respected voices on money and decision-making for a powerful, fast-moving conversation that everyCanadian small-to-mid-size business leader needs to hear. Dr. Banerjee breaks down why 95% of AI projects fail, how employees are secretly using shadow AI tools to stay productive, and why scams are becoming more sophisticated than ever. He also reveals the behavioural traps that cause leaders to make poor financial decisions, shares vivid examples you’ll never forget, and offers clear strategies for navigating uncertainty, simplifying decisions, and...
2025-11-2741 minMoolala: Money Made Simple with Bruce SelleryMoney Lessons That Stick: Canada’s Top Experts on Saving, Credit, Parenting & Crypto | Full EpisodeIn this episode we dive into the powerful “light-bulb moments” that can transform the way you manage your money. Bruce Sellery speaks with personal finance expert Preet Banerjee, who shares the compounding insight that changed his financial life at age 16—plus the surprising math behind why starting early matters far more than saving perfectly. Then, Bruce talks with Julie Kuzmic of Equifax Canada, who explains the often-misunderstood mechanics of credit scores, from utilization timing to how collection accounts really work.
Later, RBC’s Lucianna Adragna joins to unpack new research on why parents struggle to talk to their ki...
2025-11-2554 min
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#225 | How Behavioral Finance Research Reveals Why You Freeze — And How to Start Making Better Wealth Decisions [Financial Literacy, Financial Advisor & Wealth]Why do smart people freeze when making financial choices — even when they know better?Most Canadians don’t struggle with knowledge; they struggle with behavior. And in this conversation with Dr. Preet Banerjee, one of the most respected voices in Behavioral Finance, you’ll hear how biases, paralysis, and decision overload silently undermine your ability to make better wealth decisions.You’ll also hear how the wealth management industry is using behavioral science, diagnostics, and even AI to help both advisors and investors create more rational, confident financial plans.In this episode, you’ll discove...
2025-11-2025 min
The Wealthy Barber Podcast#30 — Preet Banerjee Interviews Dave: The Incredible Story Behind "The Wealthy Barber" and Its UpdateSPECIAL EPISODE: To commemorate the launch of the fully updated “The Wealthy Barber,” we’re doing a very special episode this week where Dave is the guest on his own podcast!
We brought back fan favourite and financial-educator extraordinaire, Preet Banerjee, to host the conversation and turn the tables on Dave. Together, they dive into the stories behind “The Wealthy Barber” — from why Dave first wrote the book and how it was tested, to his early days shipping copies with his mom and the moment he realized his life was about to change forever.
They also touch o...
2025-11-0454 minMoolala: Money Made Simple with Bruce SellerySports Betting and Your Bank Account | Full EpisodeSports betting is on the rise in Canada. And, for a lot of people, there is more losing than winning. Preet Banerjee, wealth management consultant and personal finance expert, takes us through two U.S. studies looking at the financial impact. Then, a community for retirees to learn and share ideas. Dale Roberts, founder of Cut the Crap Investing, tells us about his Retirement Club. Plus, a conversation with Gay Hendricks, psychologist and best-selling author, about the “Upper Limit Problem” and how it might be holding you back from success when it comes to life and money.
To fin...
2025-01-2854 min
The Bold Acting Podcast41. A Weird Way to Go OutI found a book in a little library called Talk Like Ted. It’s annoying both because I’m easily annoyed and it was written by a finance Chad that’s more successful than me. One suggestion is when you want to engage an audience (like at a Ted Talk) teach them something new. Or at least frame it in a novel way. I’ve been doing this newsletter for a couple years now and I am ready for something new. So here is one:I’m doing a new podcast with my friend Preet Banerjee...
2024-10-0704 minThe Wealthy Barber Podcast#1 — Preet Banerjee: All Things Canadian Personal FinanceWelcome to the inaugural episode of The Wealthy Barber Podcast!
Our first guest is Preet Banerjee—one of the top financial educators in Canada, having been a regular for years on CBC's The National, renowned speaker and author of the bestselling book, “Stop Overthinking Your Money.” Recently, Preet completed a doctorate with his research focusing on the value of financial advice to Canadian households and how to improve the outcomes for the mass market.
In this episode, we discuss what Preet learned from his research and all things Canadian personal finance, from RRSP...
2024-09-0552 min
The Retire Ready Podcast6. The Value of Advice with Dr. Preet BanerjeeIn this episode we’re joined by Dr. Preet Banerjee to discuss his recent doctoral thesis that sheds light on the value of financial advice Links and resources from today's episode: Preet Banerjee Website The Thesis: A multi-dimensional analysis of the value of financial advice to households in Canada Publications: Globe & Mail Money Sense LinkedIn YouTube Dr. Preet Banerjee Originally trained as a neuroscientist, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a...
2024-03-1528 min
The Leadership StandardDollars and Sense: Rethinking Finance with Dr. Preet Banerjee
In this episode of TEC Canada's Leadership Standard, host Jamie Mason-Cohen invites Dr. Preet Banerjee, a respected Canadian personal finance expert known for his work as a Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com.
Prepare for a thoughtful exploration into the hidden psychology of money, offering insights that aim to reshape your financial approach. This discussion goes beyond the typical finance talk, delving into the mental aspects of financial decision-making. Dr. Banerjee draws connections between mental well-being and financial success, urging business leaders to enhance their...
2024-01-0446 min
The Most Hated F-WordThe Value of a Human-Centric Approach to Financial AdviceWith:
Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker
Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps
Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com
Mark McGrath CFP® CIM® CLU® | Financial Planner |
Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner
BIOs:
Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine...
2023-10-191h 04
Professional InsightPreet BanerjeePrepare to unlock the doors to financial enlightenment as we welcome the esteemed Preet Banerjee to the Professional Insight Podcast. Preet Banerjee is not just a financial expert; he is a beacon of financial wisdom, guiding countless individuals toward a brighter, more secure financial future.In this enriching episode, our host engages in a dynamic conversation with Preet Banerjee, offering listeners an opportunity to tap into his extensive knowledge and experience in the world of personal finance. Renowned for his ability to demystify complex financial concepts, Preet has become a trusted advisor to those seeking to navigate...
2023-10-051h 06
Your Retirement Planning SimplifiedEP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet BanerjeeJoe welcomes Dr. Preet Banerjee to "Your Retirement Planning Simplified". Preet is a well-known Canadian personal finance and investing expert, Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com. They delve into Preet's research on the value of financial advice. Dr. Banerjee candidly shares his insights on the evolution of the financial advice industry, exploring its transformation from transactional beginnings to the holistic approach demanded by today's dynamic landscape. Read the full show notes and find more information here: EP 53 Show Notes
2023-09-0731 min
The Rational Reminder PodcastPreet Banerjee: A multi-dimensional analysis of the value of financial adviceThis week we welcome back return guest Preet Banerjee, a renowned speaker, personal finance expert, consultant, and author of Stop Overthinking Your Money. Listeners may remember Preet from his previous appearance on the show back in 2019 when he was first embarking on his doctoral journey. Several years and one pandemic later, Preet has finally made it through the monumental task of completing his dissertation! We spend today's conversation with Preet getting into the fascinating details of his research which interrogates the value of financial advice within households and explores the pressing question of whether it's worth getting it. Preet...
2023-09-071h 33
NOW and NEXTPreet Banerjee tells us why the Debt Ceiling debate in Washington is dangerous for our economyToday on NOW and NEXT:US President Joe Biden and House Speaker Kevin McCarthy have reached a compromise deal to raise the country's debt ceiling. It still needs Congressional approval and a number of Republican members of the House say they'll vote to kill the deal. If that happens, the US would default on its loans.Finance expert Preet Banerjee, founder of Money Gaps says the Debt Ceiling is an arcane mechanism for Congress to limit its spending but it's become a political cudgel that threatens economies around the world.You can watch OR...
2023-05-2925 minProfessional InsightCrypto Currency, Self Investing & Title Protection Act W Preet BanerjeeThis is a one-on-one interview with Preet Banerjee, and we will be discussing many topics including Crypto-currency, self-investing apps like Robinhood, the value of proper advice and dealing with a certified professional and finally the title protection act that was just passed in the Province of Ontario. Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-06-161h 36
Resolve Riffs Investment PodcastReSolve Riffs with Preet Banerjee on Aligning Incentives and Finding the Right AdvisorWe were joined this week by Preet Banerjee, host of the Mostly Money podcast, management consultant focused on commercial applications of behavioral finance, and founder of MoneyGaps’: "Light Financial Planning" software for advisors. Our conversation included topics such as: Preet’s diverse background – from neuroscience and financial advisory to auto racing Realizing everything is about psychology Outgrowing his advisory practice and becoming a consultant Setting out to quantify the value of financial advice across multiple channels Navigating industry minefields and the trouble with incentives The risks involved with Order Execution Only Innovations in the “high volume, light touch” advice The...
2022-03-161h 08
Mostly Money105: Andrew Hallam's new book 'Balance'Send us a textIn his new book, Balance, Andrew Hallam not only explains evidence-based strategies for providing the best odds of success in the stock market, he provides a lot more than that. The book helps you answer other important questions:How can we boost longevity, wealth and happiness?When it comes to spending, what sorts of purchases really enhance happiness? And yes, some material purchases do!How should we define success? And based on that definition, how can your children be successful?Buy the book here (Affiliate link)Andrew Hallam is th...
2022-01-1846 min
Insight is Capital™ Podcast97 Preet Banerjee - What is Advice Worth?Preet Banerjee, Founder and CEO of MoneyGaps (https://moneygaps.com) joins us for a deep dive into the topic of the value of financial advice, and he has been researching the answer to the question, "How do you quantify the value of financial advice?". This is a quintessential question, and the answer is not simple. We get into an eloquent and well explained conversation about the different qualitative and quantitative components that make up that value. As pretext, Preet Banerjee is in the process of completing a Ph.D. on this very subject of how to quantify the value...
2021-12-231h 10
Mostly Money104: Robin Taub on how to teach your children about moneySend us a textRobin Taub returns to talk about her latest book, The Wisest Investment: Teaching your kids to be responsible, independent and money-smart for life. We chat about the common concerns parents bring up with Robin with respect to money and the financial decision making skills they want to empower their children with. We then dive into what parents can expect to learn from this quick, strategy-filled guide that includes chapters and tactics for children of all ages.To take advantage of Robin's special offer (mentioned at the end of the...
2021-12-1031 min
Mostly Money103: Erica Alini, author of "Money Like You Mean it"Send us a textI’m joined by Erica Alini to talk about her new book: Money Like You Mean It - Personal Finance Tactics for the REAL world.Erica is the personal finance reporter at Global News, where she writes about all things personal finance, business, and economics. She’s also the author of Money123, a popular weekly newsletter on money matters. Her writing has also appeared in the Wall Street Journal, Maclean’s and the Globe and Mail, among others.You can also follow her on twitter here.
2021-12-0750 min
Mostly Money102: Dan Bortolotti - The godfather of index investing in CanadaSend us a textDan Bortolotti is the creator of the Canadian Couch Potato blog, and host of the (soon to be resurrected?) Canadian Couch Potato podcast. He is THE authority on index investing in Canada and has just written a new book, Reboot Your Portfolio (Amazon affiliate link). Dan joined me to explain what the book promises readers, and to discuss his journey from before knowing anything about investing himself, to becoming the writer behind the incredibly popular CanadianCouchPotato.com blog, and then eventually becoming a portfolio manager and financial planner.We...
2021-10-3054 min
Mostly Money101: Using exchange-traded funds to build or improve portfolios with Kevin Prins from BMO ETFsSend us a textThis episode is sponsored by BMO ETFs #adI speak with Kevin Prins from BMO Global Asset Management about how ETFs can be used for building and improving almost any investor's portfolio. Specific topics covered:What are asset allocation ETFs?ETF issuers have large voting rights - how do they vote at AGMs for all the companies' stocks that they hold on behalf of investors?For people who do not subscribe to the philosophy of a couch potato portfolio, how can they still use ETFs?And more......
2021-10-0949 min
in your PODcket11. Intergenerational wealth transfer, the changing landscape of financial advice, and its perceived value amongst the younger generation with Preet BanerjeeWelcome to the in your PODcket podcast, brought to you by Choice Asset Groups and Mackie Real Estate. Preet Banerjee is a fixture in the Canadian financial landscape, being featured in media as well as earning a sterling reputation amongst his peers. Preet applies a wealth of knowledge gained in the field as an advisor in years past, as well as a keynote speaker, author, entrepreneur, and aspiring doctoral of business administration candidate. We discuss the dynamics of how financial advice was engaged amongst the parental generation, how that advice has changed with the financial landscape, the impending intergenerational...
2021-08-1150 min
Mostly Money100: Peter Mansbridge - Off the RecordSend us a textWelcome to the 100th and final episode, at least for a while, of Mostly Money. I wanted to have a special guest for this send off show, and I don’t think I can top who offered to help me out. You know when people say, our next guest needs no introduction? That is actually true in this case. He is a Canadian icon. A broadcasting legend. This guy walks into a room and time stops. And let me tell you, it really is an honour that the one and only Pet...
2021-07-1956 min
Mostly Money99: Cait Flanders on the Adventures in Opting OutSend us a textCait Flanders is back. Previously my guest on episode 63 in March of 2018, she is the author of Wall Street Journal bestseller, THE YEAR OF LESS. Described by Vogue magazine as “a fascinating look into a living experiment that we can all learn from,” it has been translated into 10 languages, and sold more than 190,000 copies.Her new book, ADVENTURES IN OPTING OUT, is a field guide to opting out of expectations, changing paths, and leading a more intentional life. Cait joins me again to talk about how h...
2021-06-2948 min
Mostly Money98: Does ESG investing lead to better returns for investors?Send us a textYou’ve likely heard terms like ESG investing, sustainable investing, impact investing, socially responsible investing and others. But are they all the same? Today’s guest is the head of ESG at Research Affiliates. And we’re going to tackle some important questions: Does ESG lead to better returns for investors? If you don’t invest in ESG tilted portfolios, are you against the environment, or social and governance goals? Who determines whether a portfolio or investment is ESG compliant? Is it too subjective? All that and much more on this episode of Mos...
2021-06-1453 min
Mostly Money97: Ben Rabidoux on how Housing defied the worst economic downturn in historySend us a textWhat explains the meteoric rise in Canadian home prices off of a backdrop of 3 million jobs initially lost back in early 2020 with many businesses forced to be shut down and with lockdown, after lockdown? Well if there’s one person who can help answer that question, you know it’s Ben Rabidoux. He’s going to dive deep into a number of factors that, taken together, may help you figure out what’s been happening. Here’s just a sample of the topics we cover in this episode: Most of the people w...
2021-05-3156 min
Mostly Money96: A psychiatrist's perspective on financial decision making under acute or chronic stressSend us a textIn this episode, you’re going to hear from a psychiatrist on a number of topics directly and tangentially related to finances and financial decision making. Later in the episode we talk about some financial behaviours under acute mental distress, a number of various pathways that lead to hoarding behaviours, and more. But we also discuss the effects of chronic decision fatigue, burnout, and corona insomnia that almost everyone seems to be experiencing. And I need to point out that today’s guest, Dr. Ajmal Razmy is one of my very best friends. We s...
2021-05-1757 min
Mostly Money95: Bitcoin, Ethereum, Blockchain and more, explained by economist Andreas ParkSend us a textIf bitcoin, cryptocurrencies, and blockchain have you feeling confused, THIS podcast episode is for you. There is a strong correlation between bitcoin cheerleading and bitcoin’s price. Whenever the cryptocurrency has seen a rapid increase in price, mainstream media coverage rises and social media goes crazy like it always does. But… how many people really know what they are talking about? Is this another case of return-chasing behaviour combined with “a little knowledge being a dangerous thing”? My guest on today’s podcast is one of the few people who can help...
2021-04-241h 13
Mostly Money94: Buying a car without haggling? The Future Retail Model of selling carsSend us a textSome people love car shopping… Others dread it. But like any industry, technological advancements have changed the landscape. When trading in an old vehicle, it used to be hard to really know what a good price might be. But for years now, you could look up comparable cars on the market, controlling for trim level, mileage, condition, and more. Some online services tell you what the dealer’s costs might be for a new car to help you negotiate with more confidence. But many people just don’t like to negotiate, and at the sa...
2021-04-1236 min
Mostly Money93: Obolx - A visual timeline of your family's life planningSend us a textMichael Meyer is the founder of Obolx.com - an app that helps you visualize your personal goals alongside your financial and health milestones for your entire family. Powered by AI, and using a stacked timeline visualization, it promises to help you conceptualize your life and your most valuable asset: time.Website: https://www.obolx.com/
2021-03-2936 min
Mostly Money92: Darin Diehl's story about getting laid off, having a heart attack, and getting cancerSend us a textDarin Diehl has a long history of working in the financial services as an educator and marketer. But in late 2019, he was laid off from his job. Then, in early 2020, he had a heart attack. While being diagnosed and treated for that, doctors also found out that he had advanced lung cancer. Darin thought it would be helpful to share his story, not only from a health perspective, but from a financial and emotional perspective. From what emergency funds they had in place, benefits coverage and insurance, and how his medication for lung...
2021-03-1658 min
Mostly Money91: Alyssa Davies from MixedUpMoney.comSend us a textAlyssa Davies joins the show to talk about how couples can talk about money. Our wide ranging conversation covers the "breadwinner mentality" and how that can cause problems in the dynamics of a relationship, how and when to start talking seriously about money with a significant other, and much more. Alyssa is one of the most popular personal finance personalities in Canada. She is the creator behind the Mixed Up Money community which has a huge Instagram following on top of a blog, YouTube channel, and TikTok account. She is a co...
2021-02-2852 min
Financial Planning For Canadian Business OwnersFinancial Literacy For The Next Generation with Preet Banerjee | E050In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Preet Banerjee, a Canadian financial guru who coaches the children of the affluent on how to deal with their money!Episode Highlights:1:49 – Preet Banerjee introduces himself and what he does.3:29 – What is the common motivation of the families that reach out to Preet for his financial workshop?5:25 – Jason and Preet discuss the wide range of characteristics amongst the children of the wealthy.6:28 – Preet breaks down what his workshops look like from the inside.10:35 – Jason and Preet di...
2021-02-1834 minThe Most Hated F-WordThe Lasting Impacts of Game StopWith Preet Banerjee and David Lewis
Preet's Bio:
Originally trained as a neuroscientist, Preet now excels within the world of finance. Preet has been featured on the CBC’s National, The Morning Show on Global, the Globe and Mail, his own youtube channel and his own podcast mostly money. Preet is the founder of a Fintech company called MoneyGaps.
David's Bio:
David Lewis is the President of Research Institute at BEworks. He earned his PhD in Marketing (Consumer Behavior) from the Lazaridis School of Business and Economics at Wilfrid Laurier University. He completed his MBA in Finance and Strategy at th...
2021-02-1840 min
Young Money with Tracey BissettEP181 Milli Moves: How to Avoid FOMO When InvestingOne of the questions I get asked the most is how to invest or get involved in investing. The reason is that investing gets all the hype in the market, online, and in the news. It's often talked about in an exciting way, dominating headlines and luring investors in for fear of missing out (also known as FOMO). The last few weeks have been no exception with the frenzied trading of GameStop, AMC, and Blackberry. So in this episode, I want to explain how to avoid the fear of missing out when investing. Listen in as I explain some...
2021-02-1611 min
Mostly Money90: We need to talk a lot more about not dying with Dr. Daren HeylandSend us a textThere is a BIG difference between End Of Life Planning and Serious Illness Planning.If you think estate planning is getting your wills and powers of attorney or healthcare directives set up for taking care of things when you die or are about to die, you might be making a big mistake.If you end up in an ER, the doctors aren't going to look at any end of life planning you might have in place if they think they can still save your life. This requires a whole...
2021-02-1348 min
Mind and MoneyGameStop, Preet Banerjee, Willful, & Finances after COVIDCorey Butler and Shawn Todd jump into the biggest news surrounding GameStop in the news, Preet breaks down what a squeeze looks like, the credit cycle, interest rates, Willful & why you really need to get your will done, and how how to bolster your finances post COVID-19. Preet always makes finance sound so easy - a great listen. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.
2021-02-0346 min
Mostly Money89: President of BMO InvestorLine on exploding trading activity for discount brokerages in 2021Send us a textIn this episode I speak with the president of BMO InvestorLine, Silvio Stroescu, to get his response to the long wait times for clients calling in for customer service that all discount brokerages seem to be experiencing. Silvio provides some shocking numbers showing the absolute explosion in new account openings and trading activity. Year-over-Year increases in trading activity have reached +200% in some recent months. The first nine days of 2021, which is really only five trading days, saw more transactions than all of January 2020.Why the surge? And what are t...
2021-01-3042 min
Mostly Money88: Erica Ehm on personal and professional reinventionSend us a textErica Ehm was one of the first MuchMusic VJs, shaping and influencing an entire generation of Canadians. Her career has seen a series of reinventions. After defining the role of music television host, she became a successful songwriter winning multiple Canadian Country Music Awards, SOCAN awards, and Juno awards. But the reinvention didn't stop there. She has launched two companies, including the the first influencer agency that was born out of YummyMummyClub.ca, and Ehm & Co (EhmCo.com), a digital agency focused on connecting brands with Canadian mothers.She recently launched...
2021-01-1652 minMostly Money87: Online Estate Planning with Willful CEO Erin BurySend us a textErin Bury is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes. Topics covered:Estate planning 101: basic definitions and concepts to help educate the audienceCan you leave your debt to someone in your will?The stats on who doesn’t have wills/POAs,etc.What are the biggest reasons people don’t get their estate planning documents set up?What...
2020-12-2037 minMostly Money86: A Multi-Level Marketing survivor tells allSend us a textDavid Pride was sponsored into a multi-level marketing organization at the tender age of just 15 years old. By the time he was 16, they realized he was a naturally gifted speaker on stage. Over the next three years he would recruit over 150 people into the company. He would spend a total of 13 years dedicating all his spare time to his new family before he realized he needed to get out. It took him an additional three years of therapy to de-program his brain after he left. For the first time ever, he shares his...
2020-11-1950 minThe Most Hated F-WordLet's Reimagine Financial Advice TogetherPreet Banerjee | Behavioural Finance Expert | Author | Speaker
Bio:
Originally trained as a neuroscientist and following a brief stint as an aspiring race car driver, Preet now excels within the world of finance. Preet is the founder of a FINTECH company called Money Gaps. Preet was known for his time as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Preet inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks about why we are hard-wired to make bad decisi...
2020-11-121h 13Mostly Money85: How a securities dealership's structure impacts financial adviceSend us a textFounding and managing partner of Aligned Capital Partners, Christopher Enright, joins the podcast to discuss a bit about how the dealership platform an advisor uses can impact advice. With consumer preferences for how they pay for advice and products ever evolving, it's possible that some dealerships are not keeping up with those changing preferences. Inside the industry, it certainly feels like there is a small wave of change happening right now with respect to developing and deploying newer technology at the dealership level, and more flexibility with compensation options that advisors can offer...
2020-10-2426 minMostly Money84: Human Trafficking Survivor turned Financial Crimes Consultant Timea NagySend us a textHuman trafficking survivor, author, speaker and social advocate, Timea Nagy, immigrated to Canada in 1998. Her nightmare unfolded in Toronto in that same year after arriving from Budapest, Hungary in the hopes of finding meaningful employment. The daughter of a Hungarian policewoman, Timea was held (For three terrifying months) at the hands of traffickers and was forced to work in the sex industry. Thankfully, she escaped and started life anew. Ten years later, Ms. Nagy founded ‘Walk with Me’, a non-profit organization to assist victims of human trafficking and law enforcement agencies.I me...
2020-07-0646 min