Podcast Episodes
Back to Search![#204 | Why You Need a Clear Strategy To Make Better Wealth Decisions in Private Real Estate Investing [Financial Literacy, Financial Advisor & Wealth]](https://artwork.captivate.fm/84765371-acaf-47a9-ad37-b9de9183c03c/haBeV0f9AtSK8BGGs23uFxX9.png)
#204 | Why You Need a Clear Strategy To Make Better Wealth Decisions in Private Real Estate Investing [Financial Literacy, Financial Advisor & Wealth]
Are you making the right wealth decisions in today’s private real estate market?
With rising interest rates, shifting cashflows, and competing investo…
8 months, 1 week ago
#203 | Why Reverse Mortgages Might Be the Retirement Strategy You Need in Canadian Personal Finance [Financial Literacy, Financial Advisor & Wealth]
Are you sitting on a valuable home but worried about how to fund your retirement?
In this episode, we explore the reverse mortgage option with insight…
8 months, 1 week ago
#202 | From Bank Teller to Financial Journalist: How Patricia Lovett-Reid Shaped Her Wealth Decisions & Mindset [Financial Literacy, Financial Advisor & Wealth]
Are your money habits keeping you from a true millionaire mindset?
So many people believe building wealth is about saving harder or working longer — b…
8 months, 2 weeks ago
#201 | Why Decision Making Discipline Is Key To Smarter Financial Decisions [Financial Literacy, Financial Advisor & Wealth]
Are your financial decisions as intentional as they should be?
This episode explores how principles of military decision making—focus, discipline, and…
8 months, 2 weeks ago
#200 | Why Decision Hygiene Matters More Than You Think in Everyday Decision Making, Even In Finance [Financial Literacy, Financial Advisor & Wealth]
Are you making strong decisions—or just fast ones?
In this episode, Lieutenant Commander Lili Simon of the U.S. Coast Guard joins us to explore how th…
8 months, 3 weeks ago
#199 | How Total Cost Reporting in 2027 Will Change The Way You See Your Investments [Financial Literacy, Financial Advisor & Wealth]
Do you know exactly what you’re paying for financial products and advice?
For years, investors have had only partial visibility into their true costs.…
8 months, 3 weeks ago
#198 | How 30 Years in Financial Advice Reveal the Investing Trends You Can’t Ignore [Financial Literacy, Financial Advisor & Wealth]
What does 30 years of watching Canada’s financial advice industry teach us about where investing is headed next?
In this candid conversation with Rob …
8 months, 4 weeks ago
#197 | From Biases to Better Decisions: What These Behavioral Finance Books Taught Me [Financial Literacy, Financial Advisor & Wealth]
Think you make rational money decisions? You might want to think again — your behavioral biases are probably calling the shots.
In this episode, we re…
9 months ago
#196 | Why You Need Behavioral Finance To Make Better Investment Decisions
Are your investing habits hurting your future more than you realize?
If you've ever wondered why it's so hard to start investing—or why losses feel li…
9 months ago
#195 | Why Compliance Rules May Be Blocking Your Wealth Decisions (Without You Knowing It) [Financial Literacy, Financial Advisor & Wealth]
Do you know who’s really influencing your investment decisions?
Most investors assume their financial advisor has full discretion over portfolio recom…
9 months, 1 week ago