Podcast Episodes

Ep. 62 - A Marketing Consultant to big finance offers insights to how wealth management is sold to the public : Financial Literacy, Financial Advisors & Wealth

Nadine Livingston is the chief Alchemist at Strategicly. She’s a marketing consultant to many industries – including finance. How do firms use #Bulls…

2 years ago

Ep. 61 - A policy guru weighs in on making projections in wealth and planning : Financial Literacy, Financial Advisors & Wealth

Tyler Meredith is a public policy guru who has had a direct hand in crafting numerous federal budgets. He joins me to discuss the role of #Bullshift…

2 years ago

Ep. 60 - A veteran American legislator offers his thoughts on wealth management in both Canada and the U. S. : Financial Literacy, Financial Advisors & Wealth

Barry Goldwater Jr. is a former American congressman and current businessman.

The podcast delves into behavioural economics and personal finance, offe…

2 years, 1 month ago

Ep. 59 - The former CEO of the OSC and current CEO of OBSI discusses dispute resolution in wealth management : Financial Literacy, Financial Advisors & Wealth

Maureen Jensen is the former CEO of the Ontario Securities Commission and the current CEO for the Ombudsman for Banking and Securities Industry. What…

2 years, 1 month ago

Ep. 58 - Yet another expert on financial literacy and behavioural coaching hacks.: Financial Literacy, Financial Advisors & Wealth

Dave Hayes is the research subject matter expert for the FCAC’s behavioural finance lab. What are some hacks that can help people change their behav…

2 years, 1 month ago

Ep. 57 - Financial Literacy is crucial for helping society reach better outcomes. Let's explore some hacks to improve it. : Financial Literacy, Financial Advisors & Wealth

Kris Knutson is a PhD who works for United For Literacy, helping people of all ages to better understand finance. Did you know there are now courses…

2 years, 1 month ago