Send us a text In 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 succ...
Jan 18, 2022•47 min
Send us a text Robin 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 ...
Dec 10, 2021•31 min
Send us a text I’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...
Dec 07, 2021•51 min
Send us a text Dan 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 blo...
Oct 30, 2021•54 min
Send us a text This episode is sponsored by BMO ETFs #ad I 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? ...
Oct 09, 2021•50 min
Send us a text Welcome 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 Peter Mansbridge is my special guest t...
Jul 19, 2021•56 min
Send us a text Cait 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 a...
Jun 29, 2021•48 min
Send us a text You’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 compl...
Jun 13, 2021•53 min
Send us a text What 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...
May 31, 2021•57 min
Send us a text In 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...
May 17, 2021•57 min
Send us a text If 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 da...
Apr 24, 2021•1 hr 13 min
Send us a text Some 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 ju...
Apr 12, 2021•37 min
Send us a text Michael 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/
Mar 29, 2021•36 min
Send us a text Darin 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 cov...
Mar 16, 2021•59 min
Send us a text Alyssa 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 blo...
Feb 28, 2021•53 min
Send us a text There 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 different way of thinki...
Feb 13, 2021•48 min
Send us a text In 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 tradin...
Jan 30, 2021•42 min
Send us a text Erica 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 ...
Jan 16, 2021•53 min
Send us a text Erin 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 audience Can 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 don’t people know about estate planning tha...
Dec 20, 2020•38 min
Send us a text David 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...
Nov 19, 2020•51 min
Send us a text Founding 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 dep...
Oct 24, 2020•27 min
Send us a text Human 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 ‘W...
Jul 05, 2020•46 min
Send us a text The CEO of robo-advisor Justwealth drops by to explain their offering, the differences and similarities to other robo-advisors in Canada, and introduces me to mushroom coffee.
Jan 23, 2020•51 min
Send us a text Dak Molnar is the Managing Director of the Molnar group, a commercial real estate developer and investment company. He joined me on the show to talk about Land Baron (http://www.landbaron.ca), a prospective new way for regular investors to participate in direct commercial real estate investments through an app. He also provides an insider's perspective on commercial real estate through his decades of experience in the field. DISCLOSURE: I have spoken to a company (Apply Digital) a...
Dec 16, 2019•58 min
Send us a text Author, speaker, and consultant Robin Taub joins me to talk about a new report put out by CPA Canada that investigates how individual personality, as well as socio- economic factors like age, income and education, play an important role when it comes to financial habits and knowledge
Dec 09, 2019•42 min
Send us a text Award-winning financial advisor Jason Pereira joins me to talk about the new Financial Planning Association of Canada that launched on November 19th, 2019. You can reach out to Jason about FPAC at jason.pereira@fpassociation.ca, and you can visit https://www.fpassociation.ca for more information. On the show, Jason talks about why we need this new association, and what they hope to accomplish....
Nov 19, 2019•27 min
Send us a text Neil Pasricha helps people live happy lives. He is a top-rated leadership keynote speaker, New York Times bestselling author, and positive psychology researcher focused on the relationship between happiness and leadership in business. Neil is one of the most popular TED speakers with his first TED Talk “The 3 A’s of Awesome” (2010) ranked as one of the ten most inspiring of all time and his second “How will you maximize your tiny, short life?” (2016) the world’s first ever TED Lis...
Nov 04, 2019•46 min
Send us a text The most requested guest on Mostly Money is back to share what he's been seeing in real estate around Canada. Ben provides a quick survey from coast to coast on local real estate markets, looks beneath the headlines on the overall economy, and does a great pirate impersonation. You can follow Ben on twitter at @BenRabidoux and you can learn more about his company North Cove Advisors at http://www.northcove.net...
Sep 20, 2019•51 min
Send us a text John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. You can learn more about John and his book at https://standup.today/
Aug 08, 2019•58 min
Send us a text Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)
Jun 24, 2019•53 min
