Episodes

Tuesday Jun 04, 2019
Income Share Agreements: Exploring a new model of educational funding
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
Homeownership is the goal for many young families. Sometimes parents are willing and able to their kids reach that goal in the form of a gift or a loan. Meridian’s Jason Davenport is here to help us weigh the pros and cons in investing in property for our adult children. Then, Economist Linda Nazareth joins us to talk about Income Share Agreements, a new model of educational funding that’s on the rise in the U.S. and could potentially be making headway in Canada as well. And, a test to determine your emotional relationship to money. John Christianson is here to tell us about his Money EQ test. Then, Borrowell’s Eva Wong is here with tips on how to correct or dispute mistakes on your credit report. Plus, how to calculate how much you can spend in retirement with actuary Fred Vettese, author of Retirement Income for Life.

Wednesday May 29, 2019
Using AI To Create Personalized Budgets
Wednesday May 29, 2019
Wednesday May 29, 2019
We talk to RBC's Senior Vice President of Digital Peter Tilton about their new app, NOMI. Which helps non-budgeters manage their finances.

Wednesday May 29, 2019
How To Find A Great Financial Advisor
Wednesday May 29, 2019
Wednesday May 29, 2019
We talk to AdvisorSavvy's founder Solomon Amos on how this online service will help you find that perfect financial advisor with a collection of feedback to help you find, compare and rate local advisors.

Wednesday May 29, 2019
How AI Is Changing The Way We Invest
Wednesday May 29, 2019
Wednesday May 29, 2019
We talk to Senior Portfolio Manager Izet Elmazi from Bristol Gate Capital Partners on how they use AI and machine learning to create a unique set of investment products.

Wednesday May 29, 2019
Time To Rethink Your Daily Five Dollar Latte
Wednesday May 29, 2019
Wednesday May 29, 2019
We talk to author David Bach about his latest book, The Latte Factor and how you can live a rich life by making even the slightest changes.

Tuesday May 28, 2019
The Latte Factor: Personal Finance Expert David Bach on his newest book
Tuesday May 28, 2019
Tuesday May 28, 2019
Maybe it’s time to rethink your daily five dollar latte. David Bach is here to tell us about his latest book, The Latte Factor and how you can live a rich life by making even the slightest changes. Then, Izet Elmazi is a portfolio manager at Bristol Gate Capital Partners. He joins us to tell us about how they use artificial intelligence and machine learning to help you invest. And, AI is also changing how we budget. RBC’s new mobile banking feature NOMI Budgets uses AI to personalize a budget for each user. Senior Vice President of Digital Peter Tilton is here to tell us more. Plus, a new online tool that helps you find the perfect financial advisor. AdvisorSavvy’s founder Solomon Amos joins us to tell us how it works.

Wednesday May 15, 2019
Creating Their Own Content
Wednesday May 15, 2019
Wednesday May 15, 2019
We talk to WealthSimple's creative director Mike Giepert on financial institutions' approach on creating their own content.

Wednesday May 15, 2019
A Cashless Future
Wednesday May 15, 2019
Wednesday May 15, 2019
We talk to Equitable Bank's President and CEO Andrew Moor on why he believes it is time to move to a cashless society.

Wednesday May 15, 2019
How To Build A Sustainable Business
Wednesday May 15, 2019
Wednesday May 15, 2019
We talk to author Jennifer Buchanan about her book, Wellness Incorporated: The Health Entrepreneur's Handbook on how to build a sustainable business in the health and wellness sector.

Wednesday May 15, 2019
Keeping Financial Advisors Accountable
Wednesday May 15, 2019
Wednesday May 15, 2019
We talk to author John De Goey about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors and how we can keep financial advisors accountable for their mistakes.

