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Mostly Money

Business & Economics Podcasts

Mostly Money is a personal finance, financial planning, money, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

Mostly Money is a personal finance, financial planning, money, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

Location:

Canada

Description:

Mostly Money is a personal finance, financial planning, money, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

Language:

English


Episodes

90: We need to talk a lot more about not dying with Dr. Daren Heyland

2/12/2021
There is a BIG difference between End Of Life Planning and Serious Illness Planning. If you think estate planning is getting your wills and powers of attorney or healthcare directives set up for taking care of things when you die or are about to die, you might be making a big mistake. If you end up in an ER, the doctors aren't going to look at any end of life planning you might have in place if they think they can still save your life. This requires a whole different way of thinking about...

Duration:00:48:05

89: President of BMO InvestorLine on exploding trading activity for discount brokerages in 2021

1/29/2021
In this episode I speak with the president of BMO InvestorLine, Silvio Stroescu, to get his response to the long wait times for clients calling in for customer service that all discount brokerages seem to be experiencing. Silvio provides some shocking numbers showing the absolute explosion in new account openings and trading activity. Year-over-Year increases in trading activity have reached +200% in some recent months. The first nine days of 2021, which is really only five trading days,...

Duration:00:42:17

88: Erica Ehm on personal and professional reinvention

1/16/2021
Erica Ehm was one of the first MuchMusic VJs, shaping and influencing an entire generation of Canadians. Her career has seen a series of reinventions. After defining the role of music television host, she became a successful songwriter winning multiple Canadian Country Music Awards, SOCAN awards, and Juno awards. But the reinvention didn't stop there. She has launched two companies, including the the first influencer agency that was born out of YummyMummyClub.ca, and Ehm & Co (EhmCo.com), a...

Duration:00:52:42

87: Online Estate Planning with Willful CEO Erin Bury

12/20/2020
Erin Bury is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes. Topics covered: Estate planning 101: basic definitions and concepts to help educate the audience Can you leave your debt to someone in your will? The stats on who doesn’t have wills/POAs,etc. What are the biggest reasons people don’t get their estate planning documents set up? What don’t people know about estate planning that they...

Duration:00:37:49

86: A Multi-Level Marketing survivor tells all

11/18/2020
David Pride was sponsored into a multi-level marketing organization at the tender age of just 15 years old. By the time he was 16, they realized he was a naturally gifted speaker on stage. Over the next three years he would recruit over 150 people into the company. He would spend a total of 13 years dedicating all his spare time to his new family before he realized he needed to get out. It took him an additional three years of therapy to de-program his brain after he left. For the first time...

Duration:00:50:41

85: How a securities dealership's structure impacts financial advice

10/24/2020
Founding and managing partner of Aligned Capital Partners, Christopher Enright, joins the podcast to discuss a bit about how the dealership platform an advisor uses can impact advice. With consumer preferences for how they pay for advice and products ever evolving, it's possible that some dealerships are not keeping up with those changing preferences. Inside the industry, it certainly feels like there is a small wave of change happening right now with respect to developing and deploying...

Duration:00:26:39

84: Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy

7/5/2020
Human trafficking survivor, author, speaker and social advocate, Timea Nagy, immigrated to Canada in 1998. Her nightmare unfolded in Toronto in that same year after arriving from Budapest, Hungary in the hopes of finding meaningful employment. The daughter of a Hungarian policewoman, Timea was held (For three terrifying months) at the hands of traffickers and was forced to work in the sex industry. Thankfully, she escaped and started life anew. Ten years later, Ms. Nagy founded ‘Walk with...

Duration:00:46:24

83: Justwealth CEO Andrew Kirkland

1/23/2020
The CEO of robo-advisor Justwealth drops by to explain their offering, the differences and similarities to other robo-advisors in Canada, and introduces me to mushroom coffee.

Duration:00:51:15

82: Commercial Real Estate Insider Dak Molnar on Landbaron.ca

12/16/2019
Dak Molnar is the Managing Director of the Molnar group, a commercial real estate developer and investment company. He joined me on the show to talk about Land Baron (http://www.landbaron.ca), a prospective new way for regular investors to participate in direct commercial real estate investments through an app. He also provides an insider's perspective on commercial real estate through his decades of experience in the field. DISCLOSURE: I have spoken to a company (Apply Digital) affiliated...

Duration:00:58:13

81: Robin Taub on Financial Gender Gaps

12/8/2019
Author, speaker, and consultant Robin Taub joins me to talk about a new report put out by CPA Canada that investigates how individual personality, as well as socio- economic factors like age, income and education, play an important role when it comes to financial habits and knowledge

Duration:00:42:07

80: Jason Pereira and the new Financial Planning Association of Canada

11/19/2019
Award-winning financial advisor Jason Pereira joins me to talk about the new Financial Planning Association of Canada that launched on November 19th, 2019. You can reach out to Jason about FPAC at jason.pereira@fpassociation.ca, and you can visit https://www.fpassociation.ca for more information. On the show, Jason talks about why we need this new association, and what they hope to accomplish.

Duration:00:26:51

79: Neil Pasricha on his new book "You Are Awesome"

11/4/2019
Neil Pasricha helps people live happy lives. He is a top-rated leadership keynote speaker, New York Times bestselling author, and positive psychology researcher focused on the relationship between happiness and leadership in business. Neil is one of the most popular TED speakers with his first TED Talk “The 3 A’s of Awesome” (2010) ranked as one of the ten most inspiring of all time and his second “How will you maximize your tiny, short life?” (2016) the world’s first ever TED Listen,...

Duration:00:46:03

78: Ben Rabidoux provides an update on real estate in Canada

9/19/2019
The most requested guest on Mostly Money is back to share what he's been seeing in real estate around Canada. Ben provides a quick survey from coast to coast on local real estate markets, looks beneath the headlines on the overall economy, and does a great pirate impersonation. You can follow Ben on twitter at @BenRabidoux and you can learn more about his company North Cove Advisors at http://www.northcove.net

Duration:00:51:15

77: John De Goey explains how to "Standup to the financial services industry"

8/7/2019
John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. You can learn more about John and his book at https://standup.today/

Duration:00:58:08

76: AdvisorSavvy founder Sol Amos

6/24/2019
Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)

Duration:00:53:15

75: What your handwriting says about your money personality

5/24/2019
I had a good friend of mine join me on the podcast in this episode. Jamie Mason Cohen is a certified grapho-therapist and leadership strategist whose TEDx talk on how to spot a leader through their handwriting has been viewed more than 1.6 million times. He previously worked at Saturday Night Live and now is an accomplished keynote speaker and workshop facilitator on leadership. In the show he explains the basics of handwriting analysis and even analyses my chicken scratch as an example.

Duration:00:55:00

74: David Bach on what The Latte Factor is really about

5/8/2019
I speak with David Bach about his latest book, The Latte Factor. There are some people who might think that The Latte Factor is about giving up coffee, but it is not. The book is an engaging parable about the financial awakening of a young woman in New York City who learns the timeless rules about money, and priceless rules about living the life she wants and could have if she's willing to take some risk. Not only in her portfolio, but in her life choices as well. It's an enjoyable read and...

Duration:00:41:27

73: How to fight with your financial advisor (productively)

3/24/2019
In this episode, I spoke to Dr. Liane Davey about how conflict should be embraced, not avoided, as long as you do it the right way. There are myriad avenues in work and life where this can be applied, but we speak directly about productive conflict with your financial advisor (and vice versa: with your clients if you are are a financial advisor). Liane Davey is a New York Times Bestselling author, keynote speaker, consultant, and regular contributor to Harvard Business Review for her...

Duration:00:36:33

72: The upside-down world of financial planning for low-income Canadians

3/8/2019
As a follow up to the episode of The Agenda with Steve Paikin talking about the upside-down world of financial planning for low-income Canadians, I had John Stapleton on the podcast to discuss it in more detail. John has been a tireless advocate for getting the word out on this complex issue and was the person who first brought it to my attention many years ago.

Duration:00:43:51

71: $5/month to keep your couch potato portfolio on target?

2/11/2019
The team from Passiv joined me to explain their DIY helper service for investors. They have two levels of service: 1. A free service that tells you what trades you need to execute on your own, or 2. A premium service for $5/month that will allocate new cash and rebalance your portfolio according to parameters you set. This model could eat a lot of robo-advisors' lunch. You can learn more at http://www.getpassiv.com/

Duration:00:38:47