Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Niagara Region Money Coaches Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits FinaMetrica Risk Tolerance Profiling...
Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the second of a two-part series. In this episode we discuss bitcoin mining and investing in cryptocurrencies. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Coinsquare Coinbase Mt. Gox Michael Alguire PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MILLION IN CRYPTO: THE STRANGE TALE OF QUADRIGA John McAfee Guide for cryptocurrency users and tax profess...
Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the first of a two-part series. In this episode we discuss the mysterious origins of bitcoin and what mining is. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Child labor in palm oil industry tied to Girl Scout cookies TrustBIX Michael Alguire...
Join Dr Daren Heyland of www.planwellguide.com for a discussion about health care decision-making and preferences. Dr Heyland discusses where financial advisors could better position health care decision-making. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Plan Well Guide...
Join Angela Armstrong of Prime Capital for a discussion of the leasing business. Angela has been providing capital to small and medium businesses for two decades. Her relationship with her customers will sound very familiar to any financial advisor. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Prime Capital...
Join Jason and Steve McEwan of MyHSA for a conversation concerning Health Spending Accounts. Steve is one of Canada’s leading experts in the field. He understands the taxes and the risks of these plans and has built a successful business providing service to advisors. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: myHSA Income Tax Folio S1-F1-C1, Medical Expense Tax Credit CEBS Private Health Services Plan or Health Spending Account - Tax-Free Benefit f...
Join Jason and Mark Walhout of Walhout Financial for a discussion around retirement planning. Mark applies an evidence-based approach to retirement income planning and only serves families who are anticipating retirement. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Walhout Financial DR Pensions Consulting Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits Tax Moves for Year End and Thinking About The Impact of Higher Taxes f...
Join Jason and Mike McClenahan of Benefits By Design (BBD) and president of the Third Party Administrators Association of Canada (TPAAC). Mike covers a broad range of group benefits topics, including building a business, the importance of education, and flexible benefit plans. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Benefits by Design TPAAC Million Dollar Round Table (MDRT) WILL ROBOTS TAKE MY JOB? Zenefits Canadian Group Insurance Brokers The Ch...
Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada’s leading authorities on group benefits. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Canadian Group Insurance Brokers Selling Benefits Mainstay Insurance Brokerage Inc. Hunter McCorquodale...
Join Jason and AML expert Mike Cosgrove of TAMLO as they discuss the realities of money laundering and how it impacts financial services professionals. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: TAMLO Project PROTECT - Public Service Renewal in action Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy Timea's Cause Inc. Project Octavia FinCEN Files Capacity Concerns...
Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to dealing with physician clients. Adrian’s technical expertise and knowledge of behavioural finance concepts play prominently in his practice. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: PLAYCHEQUES Financial Solutions The Paradox Of Choice (Ted Talk) Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisio...
Join Jason and financial planner Johnathan as they discuss the finer points of the RDSP. Johnathan is highly knowledgeable about the RDSP and teaches Jason a few things along the way! Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: RDSP Provider User Guide RDSP: Open, transfer or rollover Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan T2201 Disability Tax Credit Certificate...
Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Trevor R. Parry - TRP Strategy Group Post Mortem Planning with Trevor Parry GBL Inc. Sudden Money Your Money Script The Financial Therapy Association...
Join Jason and financial planners Christopher and Stephen as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Howe v. Laurentian Life of Canada, 1995 CanLII 9278 (NB QB)...
Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Papyrus Planning CPP Calculator Crafting A Withdrawal Policy Statement For Retirement Income Distributions...
Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Open Policy Ontario Caring for Clients Kitces & Carl Financial Services Regulatory Authority of Ontario (FSRA) Warning: Unsolicited Career Advice Insurance Council of British Columbia Financial Planning Association of Canada...
Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Goldford Law Office
Join Jason, Shawn, and Corey for a discussion about using social media and podcasts as tools for marketing and client communication. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Mind And Money ECIVDA - Financial Planning Boutique Kitces & Carl Dr. Brad Klontz on TikTok...
Join Jason and Lori for a discussion about group benefits. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: "Perspective" in Employee Benefits: From a Professional Practitioner CLHIA announces withdrawal of Guideline G19...
Join Jason and Erin for a discussion of incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Erin Lafuente
Join Jason and Lisa for a discussion of cash flow planning for business owners. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Growing Your Financial Advisory Practice...
Join Jason and Erin for a discussion of the perils of business owners who haven't done sufficient personal planning, and how the advisor can help mitigate these concerns. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Join Jason and Jessica for a discussion of insurance underwriting. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Ontario man says life insurance application denied due to anxiety disorder MIND AND MONEY...
In this episode, Jason and Darren discuss life insurance leverage strategy. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Tax Court ruling a cautionary tale for small biz owners
In this episode, Jason and his guests, Tab and Brad, discuss retirement planning, specifically pensions and CPP disability. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Canada Pension Plan (CPP) Disability Benefits by Class of Diagnosis...
Jason and his guest, Chris, discuss a RRIF beneficiary designation gone wrong and how it was resolved. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Office of the Public Guardian and Trustee (OPGT) forms What happens when an RRSP annuitant dies Standards of Professional Responsibility...
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer. Part 2 of 2 This conversation covers: · Registration categories for investment professionals. · Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) · Differences between the US and Canadian markets · The history of discretionary investment management · Investor protection · Fiduciary relationships · Buy-side and sell-side Subscribe at the CE Drive Podcast Page to get access to Qui...
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer. Part 1 of 2 This conversation covers: · Registration categories for investment professionals. · Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) · Differences between the US and Canadian markets · The history of discretionary investment management · Investor protection · Fiduciary relationships · Buy-side and sell-side Subscribe at the CE Drive Podcast Page to get access to Qui...
In this episode, Jason and Michael discuss a couple of scenarios in which Michael was able to put insurance in force to support buy-sell arrangements. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Join Jason and Ian in this episode about debt management! Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Free Online Debt Snowball/Avalanche Calculator The Cost of AAA Hockey Credit Karma - Free Credit Score Borrowell - Free Credit Score Create A Rewarding Charity Experience For Senior Clients Debt Free in 30 Podcast...
