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Ep. 72 Have you done all you can regarding estate planning? Preserve your wealth. : Financial Literacy, Financial Advisors & Wealth
Tips on simple estate planning steps
The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing …
1 year, 11 months ago
Ep. 71 Estate planning tips to minimize how much of your wealth goes to the government when you die : Financial Literacy, Financial Advisors & Wealth
Here are some ideas that can prevent ‘unintended consequences’ so you can leave more to your family and charitable causes.
Episode 68: Mark Halpern is…
1 year, 11 months ago
Ep. 70 When thinking about wealth, did you ever consider the logic of the term 'stock picker's market'? : Financial Literacy, Financial Advisors & Wealth
Recounting episode #67 with Benj Gallander:
The podcast delves into behavioural economics and personal finance, offering expert financial advice on ma…
1 year, 11 months ago
Ep. 69 Active management is a way to manage wealth : Financial Literacy, Financial Advisors & Wealth
What do stock pickers think of the term ‘stock picker’s market’ and what can you learn from their focus and discipline?
Benj Gallander: Episode #67
The…
1 year, 11 months ago
Ep. 68 Advice on how to respond to the budget and protect your wealth : Financial Literacy, Financial Advisors & Wealth
A brief summary of this episode
The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money…
1 year, 11 months ago
Ep. 67 - How do the recent changes in the federal budget impact your wealth? : Financial Literacy, Financial Advisors & Wealth
Anna is the founder of Advotax Law, a boutique Law Firm assisting people with complex tax problems.
Anna is active in the Greater Toronto Area's Russi…
1 year, 11 months ago
Ep. 66 Tips on how to assess risk when protecting your wealth : Financial Literacy, Financial Advisors & Wealth
A brief summary of this episode
The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money…
1 year, 11 months ago
Ep. 65 - Wealth Management involves having the financial literacy to understand the risks you're taking. What about you? : Financial Literacy, Financial Advisors & Wealth
Dan Hallett is Vice President, Research and Principal at Highview Financial Group. Have you stopped to sit down and think about how risky your indivi…
1 year, 11 months ago
Ep. 64 - The role of financial advisors involves not only diagnosing, but also motivating. How can they improve? : Financial Literacy, Financial Advisors & Wealth
Dr. Moira Somers is an expert on overcoming procrastination and resistance. Her book ‘Advice that Sticks’ is used by great advisors everywhere. How …
2 years ago
Ep. 63 - Improving financial literacy for everyone - even those with less wealth : Financial Literacy, Financial Advisors & Wealth
Liz Mulholland is the CEO of Prosper Canada, a national charity dedicated to expanding economic opportunity for all. We discuss the dire situation m…
2 years ago