Sharing Personal Stories Can Improve Financial Outcomes

August 16, 2017

We look at how sharing personal stories can improve financial outcomes with Monica Da Ponte.

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Do Banks Have a Conflict of Interest When It Comes To Assessing Risk

August 16, 2017

We talk to Neil Parmenter, incoming President of the Canadian Bankers Association about addressing the risk of a conflict of interest.

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What Happens To Your “Digital Assets” When You Die

August 16, 2017

We talk to Keith Masterman about the “digital assets” in our estate plan which includes all the social media accounts and documents stored on computers.  We’ll look at why it might make sense to include them and how to do it.

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EP1722 – Digital Assets: What happens to your Facebook account when you die?

August 15, 2017

We all have social media accounts and documents stored on computers.  But I would bet none of us have included those “digital assets” in our estate plan.  We’ll look at why it might make sense and how to do it.  And, walking a fine line on Financial Literacy.  When it comes to the banks, how do we address the risk of a conflict of interest?  We’ll talk to the incoming president of the Canadian Bankers Association.  Then, success through storytelling.  We’ll look at how sharing personal stories can improve financial outcomes.    

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Are There Too Many Mutual Funds In Canada

August 9, 2017

We talk to Carol Lynde about the new choice for mutual funds from Bridgehouse Asset Management.

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Courtney Hare Answers Our Questions

August 9, 2017

We play another round of ‘Ask Anything’. This time with Courtney Hare

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Focusing on Retirement Plans for Modest Earners

August 9, 2017

We talk to Alex Mazer about his group, Common Wealth, a new pension firm focused on modest earners.

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Those With The Least Pay The Most In Financial Services

August 9, 2017

We talk to Courtney Hare about the high costs of those with the least that pay the most in various financial services.

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EP1721 – Ridiculous Interest Rates: How to avoid the insanity of 546%

August 8, 2017

Four percent seems high for a mortgage, right?  How about 546 percent to borrow $100?  These insane interest rates are common for many Canadians in dire financial straits.  We’ll highlight the risks of high-cost financial products.  We’ll also talk about Common Wealth, a new pension firm focused on modest earners.  Plus how to kick start an RESP even if you have no money to contribute.

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Canada’s Place On The Global Retirement Index

August 2, 2017

We discuss a new survey with David Goodsell with Canada slipping one spot on the Global Retirement Index.

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