The Advantaged Investor
Business & Economics Podcasts
Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
Location:
Canada
Description:
Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
Language:
English
Website:
https://raymondjames.ca/
Episodes
Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
9/18/2024
Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:17:25
Financial Planning
9/6/2024
Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women. A lot of financial planning applies to everyone, which we discuss, but there are important general considerations for women that should be acknowledged, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:14:04
Fixed Income – First Half Review and a Look Ahead (Episode 101)
8/20/2024
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:15:57
Market Volatility and a Mid-Year Equity Market Update (Episode 100!)
8/7/2024
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:20:25
Fixed Income Options for Portfolios
7/17/2024
Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:
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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:16:05
Summer Financial Planning Tips
7/8/2024
Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:15:00
Javed Mirza – Talking Quantitative/Technical Analysis
6/24/2024
Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:21:20
Teaching Kids about Money
5/29/2024
Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:28:00
Equity Market Update
5/9/2024
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:19:36
Fixed Income Update
4/30/2024
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:15:26
Talking Taxes
4/18/2024
Sonya Dolguina, Manager, Tax Consulting joins host Chris Cooksey to talk tax, including new tax accounts and laws, cross border tax implications as well some general tax planning topics:
New account and laws
o New tax law – federal anti-flipping rule for selling real estate held for less than a year
o New tax law – multi-generational home renovation tax credit
Cross Border
General Tax Planning
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:21:31
Preparing for Retirement | Non-Financial Retirement Planning
4/8/2024
Susan Latremoille, co-founder Next Chapter Lifestyle Advisors joins host Chris Cooksey to discuss the planning non-financial aspects of retirement, which are often overlooked by pending retirees, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:20:29
Update on the Canadian mutual fund and ETF industry
3/12/2024
Mutual Fund & ETF Specialist Luke Kahnert joins host Chris Cooksey in this episode. Luke and Chris look at the mutual fund and ETF industry, what are the trends, what are flows indicating and other interesting aspects that should be considering when look at investing into these products, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:20:12
Failure to Launch: Adult Dependents and their Estate Rights
2/23/2024
Paula Lester joins host Chris Cooksey in this episode. Paula is Associate VP, Estate and Trust Solutions, for Solus Trust, which is an affiliate of Raymond James. We recently published an article in the commentary and insights section of RaymondJames.ca called Failure to Launch: Adult Dependents and their Estate Rights and today Paula and I will be discussing this case and questions it raises, including:
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:14:40
Chief Economist Eugenio Alemán’s outlook for 2024
2/16/2024
Chief Economist, Eugenio Alemán returns to the podcast to discuss his 2024 outlook with host Chris Cooksey, including:
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:15:24
Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
2/1/2024
Washington Policy Analyst, Ed Mills returns to the podcast and has wide-ranging discussion with host Chris Cooksey, including:
How bills passed in the last couple of years are only starting to hit the economy. We are talking about Inflation Reduction Act, Chips and Science Act and the Bipartisan Infrastructure Bill. How they could be under threat of repeal in a Trump Administration/how they should also be viewed in the lens of national security.
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:17:40
Fixed income update | How 2024 closed and what does 2025 look like
1/19/2024
Head of Investment Strategy, Neil Linsdell returns to the podcast to discuss equity markets with host Chris Cooksey, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:19:43
Equity update | A review of 2023 and a look at how 2024 is shaping up
1/19/2024
Head of Investment Strategy, Neil Linsdell returns to the podcast to discuss equity markets with host Chris Cooksey, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:19:43
Fixed income update | How 2023 closed and what does 2025 look like
1/11/2024
Head Fixed Income Trader Harvey Libby returns to the podcast to discuss fixed income with host Chris Cooksey, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:13:24
Year-End Financial Planning Tips
12/11/2023
Financial Planner Ines Iraoui returns to the podcast to discuss end of year financial planning tips with host Chris Cooksey, including:
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
Duration:00:12:49