show episodes
 
A Canadian personal finance podcast that aims to give you real talk about exactly that: Money. Personal finance is rife with jargon, with seemingly impossible advice (don’t ever buy a latte; avocado toast is the reason you’re broke) from people who just don’t get it. They aren’t Millennials -- trying to get ahead against impossibly high home prices and seemingly insurmountable debt -- but we are. We may not be experts, we may not have all the answers, but we get it. And we’re here to give yo ...
 
We have enlisted the help of our financial expert, Colin Reid of Reid Financial Strategies, to help us answer both simple and difficult financial questions that Canadians face on a daily basis. We cover topics like how to financially save for your children, how much you should spend on your house compared to your income, whether it makes more sense to pay into an RRSP versus a TFSA, and much more. Colin Reid provides the insight and knowledge while two of our panel members, the liberal leani ...
 
This weekly podcast is dedicated to understanding what the West holds in store for the ever-growing immigrant community. While building a career and establishing financial stability are essential, blending in and becoming a contributing part of society is key to building a successful life. Join us as we talk about the challenges, the highs and the lows of our journey so far…..
 
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Dad on Money

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Dad on Money

Mecho Radio | Steven Williams

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Every week, Steven Williams sits down with one of his kids to answer their financial questions. The best part? Each of his 4 co-hosts is at a different phase of life. Jerrica, a young mother. Alex, an entrepreneur (with student debt...). Alandra, fresh into her career. And Bryce, exploring the options ahead! Come along for the the ride as these 5 explore money!
 
This podcast will help regular people take their finances into their own hands and learn ways they can invest and make their money work for them. We will cover how you you can make your money work for you through different investments. Please reach out to averageinvestor@outlook.com if you have any questions. The average investors podcast should not be taken as investing advice, please do your own research before buying any investments. The average investors podcast is also not liable for an ...
 
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
 
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show series
 
For more information about your TFSA contribution room or previous years, check out my blog post HERE Vanguard Investor Questionnaire** If you have questions or comments about the podcast, please feel free to reach out through my website at evanneufeld.com **This questionnaire and the sample asset allocations do not provide investment or financial …
 
Join Dave and Faisal on More Than Money as they talk to James Stauch, Director at the Institute or Community Prosperity at Mount Royal University, about his study which highlights the different issues seniors are facing in light of the pandemic and how they are cared for. See omnystudio.com/listener for privacy information.…
 
Are you planning on buying a house in 2022? Is it a New Year's Resolution? Here's everything you need to know about buying a home from people that did it in 2021. Jessica Moorhouse is an award winning blogger, podcaster, and an accredited financial counsellor in Canada. Ratehub’s Director of Insurance, Matt Hands, sat down with Jessica to discuss t…
 
Andrew Hallam is the acclaimed author of the popular personal finance books Millionaire Teacher and Millionaire Expat, but he joins me today to discuss his latest book as it relates to money and happiness. The new book is called Balance: How to Invest and Spend for Happiness, Health and Wealth and is available on January 18, 2022. If you have quest…
 
On this episode, we dive into the different techniques you can use to help your kids develop an understanding of finances. It's important to remember that there are a lot of right ways to go about this and we simply make some suggestions based on experience and Colin's expertise. Also on this episode, we discuss a heartwarming story of a lady's mis…
 
From the BC floods to the Wet Bandits flooding the basements in Home Alone—how does your home insurance work with natural disasters and climate change? What risks does Christmas pose to your house? What happens if your gifts get stolen? What do you do in case of a break-in? Do you really have to shovel your sidewalk? Do more fires happen at Christm…
 
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about whether or not you should take money out of your RRSP early. Also on the show, Aaron Sutherland, Western Vice-President at the Insurance Bureau of Canada discusses the changes to auto insurance in…
 
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Casey Runyan, VP and Managing Editor for Brad's Deals, about how shopping this year may be even more stressful than the norm. She discusses what you can expect and how you can prepare. Also on the show, Kathy Mendham, Founder and Senior's Advisor at Proactive Seniors, dis…
 
Join Dave and Faisal on More Than Money as they talk to Michael Sager, Vice President of Multi Asset and Currency at CIBC, about how the market has been affected by inflation, Covid-19, and more. Also on the show, what has been surprising so far this year and what can you anticipate happening in the market coming up? Dave and Faisal also discuss th…
 
Ramit Sethi, author of “ I will teach you to be rich” recently tweeted out: 3 signs someone is financially sophisticated. They know their numbers cold: Savings rates, asset allocation, debt payoff date, goals. Creative, even extravagant spending on the things they love. Not penny pinchers. They have a point of view. They actively work on their mone…
 
In this episode I will be talking about some big news and where I've been for the last few months. I will also talk a bit about the resurgence of the markets and a few names that caught my attention recently. Please feel free to email the averageinvestor@outlook.com if you have any questions on what we have discussed or any questions you may have. …
 
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Dr. Brynn Winegard, a business brain expert, about how understanding your brain actually helps you make more rational decisions. Also on the show, Fred Vettese, a financial expert and author for The Rule of 30, discusses how to simplify saving for retirement. See omnyst…
 
With vaccines rolling out for 5-11-year-olds, we may be nearing the end of the COVID pandemic. It’s been a time of juxtapositions. The burnout of finally being able to work from home, social distancing with your closest friends and family, and the great resignation from a tenured job – change has been the only constant in our stay in place lives. A…
 
There are two savings schemes available for Canadian residents and citizens. These schemes are TFSA and RRSP. Based on the respective merits and demerits of both saving schemes, it appears that TFSA is more advantageous and one may opt for RRSP only once the TFSA room has exhausted. By Baqar Bhatti LLB, CPA, CMA, CGMA | CEO & Owner of Panacea at Ze…
 
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Pamela Kwiatkowski, a Canadian-U.S. Travel Expert with Goose Insurance on how you can ensure your travel plans go as smoothly as possible. Also on the show, Brendan Graham, a Home Care Expert with Rümi talks about how to prepare your home for aging and the winter season…
 
Not all car insurance is the same — car insurance quotes will vary by company, driver, car, and city. You need to research your situation to make sure you have the right coverage for yourself. We put together a list of how to get cheap car insurance now and in the future, whether you’re mid-policy or shopping around for new quotes this year. What i…
 
Spending is easy, but spending with the goal of reducing your lifetime tax bill isn't as straight forward. In this episode I explain how your different plans (RRSP/RRIF, LIRA/LIF, Non-registered and TFSA) are treated from a tax perspective and how to prioritize your withdrawals to keep more money in your pocket. If you'd like to get into more detai…
 
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss how empty nest syndrome effects people emotionally with Shari Leid, Life and Mindset Coach at An Imperfectly Perfect Life. Also on the show, how does the federal election impact investors? Avery Shenfeld, Chief Economist at CIBC discusses what you need to look out for. Se…
 
Part 2 of 2 [0:00 - 1:36] Intro [1:37 - 4:10] What is a stock? What is an ETF? [4:11 - 4:51] How much is an ETF? What is MER? [4:52 - 5:49] What is a mutual fund? [5:50 - 6:15] What are underlying holdings? [6:16 - 7:00] What is a portfolio? [7:01 - 8:51] What is a globally diversified portfolio? What is asset allocation? [8:52 - 9:55] What stocks …
 
Part 1 of 2 This is a Questrade Walkthrough for their sign-up process to answer any and all questions you encounter along the way. If you're scared to invest, we answer all your questions to settle your fears. Senior content strategist, Tyler Wade sits down with Questrade's director of investment products, Scarlett Swain to walk you through getting…
 
Dave and Faisal with down with Andrew McCreath, CEO/CIO Forge First Asset Management, about what has happened in 2021 so far and what you can anticipate coming up. Topics covered include inflation, liquid alternatives, fiscal policy and active management. See omnystudio.com/listener for privacy information.…
 
Working in retirement is a bit of an oxymoron but many people choose to pick up jobs to supplement their income, stay active or even start a business in a new field entirely! Having some employment has it's benefits but many Canadians aren't finding work when they were banking on that to supplement their savings. Tax and OAS clawback are things you…
 
Join More Than Money as they discuss federal platforms on health, taxes, and the Canadian economy with NDP Candidate, Khalis Ahmed and Liberal Candidate, George Chahal. Dave and Faisal take your questions and present them to the candidates to give you a better idea on where each party stands on topics that may affect you and your retirement. See om…
 
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss how prenuptial and cohabitation agreements work in Alberta with Marcis Sixta, Founder and Family Lawyer with Crossroads Law. How do these agreements change when you are in a blended family and what do you need to know to ensure you don't run into trouble? See omnystudio.c…
 
Unless you have the cash to pay off your balance in your first mortgage term, you’re likely part of the 36.3% of Canadian homeowners who carry a mortgage and must renew it at the end of their term. 1. Consider your financial goals 2. Start to shop around early 3. Ask for a better mortgage rate 4. Get a rate hold 5. Give yourself time to switch lend…
 
The demand for private travel has increased immensely over the past year. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss the boom in private travel with Jeremi Austin, Managing Director of Jet It Canada. Also on the show, Tye Bousada, Portfolio Manager and Founding Partner at Edgepoint Investment Group joins the show …
 
Today's episode is the first in my series highlighting the items from my retirement readiness checklist. Having guaranteed income from a pension, annuities or government benefits can be critical to your success in retirement. These items will form your "income floor" where your income will never be lower than that. Understanding your income floor i…
 
It’s a federal election topic but how will long-term care facilities actually be impacted by election results? Join Dave and Faisal on More Than Money as they discuss the federal long-term care facilities and what needs to change with Kathy Mendham, BSc, MBA, Founder and Seniors Advisor with Proactive Seniors Ltd.Also on the show, do you know how t…
 
In this Episode, we discuss what you can do to help financially prepare your kids for their future. In part 1, we discuss what you as a parent can do and spoiler alert, a lot of it has to do with the RESP (Registered Education Savings Plan). It's a really interesting way to help save money for your kids' futures while also earning free grants from …
 
Wil Reynolds (seerinteractive.com) turned down $50 million dollars to buy his company. Why he did it is one of the most valuable lessons of personal finance you will ever hear. He had his number to walk away. He had the opportunity at life-changing money. He wrote “My house is enough, my cars are enough, my kids’ private school is enough, my vacati…
 
Over time your investment portfolio will move along with the market. But if you wanted to have a specific split between stocks and bonds, these investments won't stay in the perfect split that you want because they'll move at different speeds and sometimes in different directions. To keep your risk profile in check and take advantage of lower price…
 
The Small Business Accountants and Financial Advisors Today, Steven is joined by Alex Williamns to discuss what Steven's parents taught him! DAD ON MONEY Website Instagram Twitter STEVEN WILLIAMS Website Instagram Twitter ALEX WILLIAMNS Website CREDITS Hosts: Steven Williams & Alex Williamns Editor: Alex Williamns Music: Ian Post Dad on Money is pr…
 
Buying vs. Renting is an age-old debate. Our parents think it's a simple decision: Buy! Don't waste your money! It's a good investment! But that was 50 years ago when you could buy a house for a reasonable amount of money and pay it off. Here's a link to our blog: https://www.ratehub.ca/blog/rent-vs-buy-canada/ House prices are surging, home afford…
 
Here are a few ideas to help you contribute money to a spousal RRSP in a high tax bracket and withdraw in a low bracket in the future. In the right situation, you can drastically reduce your lifetime tax bill by using a spousal RRSP correctly. If you have any questions or comments, feel free to send me an email at hello@evanneufeld.com…
 
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