Think Smart with TMFG-logo

Think Smart with TMFG

Business & Economics Podcasts

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

Location:

Canada

Description:

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

Language:

English


Episodes

Time to Simplify Your Finances and Buy an Electric Car

10/14/2021
Let's talk electric cars, and how, believe it or not, we can relate that to the many investment options that are out there for you. Listen today to ThinkSmart and learn how to simplify your financial life and a thing or two about cars.

Duration:00:15:06

Time to Get on a Plane?

10/6/2021
Many of us have been trying to be safe by staying close to home and are not quite sure what to expect from the big wide travel world. Rob and Mike discuss some of their recent travels and what they have found that is new, different, and downright amazing. Join us today as we give you a Canadian insider's look at the brave new world of travel.

Duration:00:13:48

Global Wealth - Who Owns it All Anyway?

9/29/2021
You might be surprised to know how personal wealth breaks down worldwide. Even more shocking, who the 1% actually is and the discrepancy of personal assets between nations. Today on ThinkSmart Financial Advisors Rob McClelland and Mike Connon discuss Visual Capitalist's review of global wealth.

Duration:00:11:34

The Aftermath of the 2021 Canadian Election

9/23/2021
There is no doubt that whichever party won this election, that they would have their job cut out for them. The Liberal party has a lot of challenges to tackle over the next four years. Our economy and workforce are suffering; finding workers to fill jobs has become more challenging than anyone expected. Coming out of COVID with an enormous public debt, skyrocketing housing prices, and the path towards reconciliation for our indigenous peoples. It’s a big job. Listen today to hear Financial...

Duration:00:15:27

Top Performing Stocks

9/16/2021
Financial Advisors Rob McClelland and Mike Connon review the top performing stocks on the S&P 500, the Russel 3000, and the NASDAQ and discuss the lessons we can learn from their performance. Join us today on ThinkSmart!

Duration:00:11:28

The Upcoming 2021 Canadian Election

9/10/2021
How are you going to vote? Financial Advisors Rob McClelland and Mike Connon discuss their view of each party's platform and promises in this year's election. Join us today on ThinkSmart!

Duration:00:20:10

How to Build a Global Bond Portfolio?

9/1/2021
Advisors Rob McClelland and Mike Connon of The McClelland Financial Group of Assante Capital Management Ltd. discuss the ins and outs of creating a global bond portfolio. Short to long-term bonds, bond maturity, interest rate risk, bond ratings and more. How likely are your bonds to pay off? There are a number of things to know before you consider taking this approach to your portfolio. Listen today to discover our recommendations for best practices.

Duration:00:17:17

How Are Financial Advisors and Firms Paid?

8/26/2021
Join us today on ThinkSmart as Financial Advisors Rob McClelland and Mike Connon discuss the ins and outs of how advisory firms are paid. There have been many models that have been followed over the years. We discuss each compensation mode in-depth and how most firms are working today.

Duration:00:15:07

The Best Way to Buy Stocks

8/17/2021
Listen today as Advisors Rob McClelland and Mike Connon give you the inside track on how to build a portfolio. What stocks you should buy and what you should consider, including tax credits, what assets go into which accounts, and what to look for in diversification—the performance of small, mid, and large-cap companies. Learn our best practices.

Duration:00:15:13

6 Different Types of Traders

8/12/2021
Did you know that there are at least six different types of trading strategies? Join Advisors Rob McClelland and Mike Connon as they run through everything from Momentum to Swing traders and discover the pros and cons of each.

Duration:00:11:19

Ever Heard of Hidden Taxes?

8/3/2021
Nobody likes to pay more taxes than they should but have you ever heard of hidden taxes? They look like a tax and act like a tax, yet they are not called a tax. Listen here today, as Financial Advisors Rob McClelland and Mike Connon discuss some of these covert culprits.

Duration:00:14:56

The Value of Advice: Why Working with an Advisor Pays Off

7/28/2021
We often have difficulty as Financial Advisors quantifying what it is we do. The truth is that the numbers don't lie. In the long term, working with an advisor is in your best interest. Cookie-cutter solutions cannot make the same claims. A financial plan tailored to you, your risk tolerance, spending habits and all that makes up your financial persona is invaluable. Join us today as we run the numbers and define where exactly you will see that effect on your bottom line.

Duration:00:13:38

Great Products, Horrible Investments

7/21/2021
They may look like the next best thing, but the truth is they may not be reliable investments. Huge companies can rise to the pinnacle of their creation only to be in the red when it comes to the bottom line. Join us today as we examine Great Products, Horrible Investments.

Duration:00:17:23

Finding Out the Truth Behind Active Mutual Funds

7/14/2021
Advisors Rob McClelland and Mike Connon take a behind-the-scenes look at active mutual funds. Why is it that mutual funds continue to underperform their benchmarks? You may be surprised to know that many funds do not survive; many close or consolidate. You may have put your money into one fund only to find out that it has completely changed its parameters without you even realizing it. Of those funds that do survive, only 23% beat the market 10 years out, and on the fixed income side, only...

Duration:00:14:10

Helping Your Kids with the Purchase of Their First Home

7/7/2021
The housing market is on fire in Toronto and Vancouver. Entry-level houses are selling for well over 1 million dollars. Today we dig deep to understand what the housing data is actually showing us. Financial Advisors Rob McClelland and Mike Connon discuss the many obstacles that parents and children face as they become first-time homeowners. Is it a good idea to help your kids with this purchase? If so, where should the money come from? This, along with best practices for parents to consider...

Duration:00:18:56

How We Can Do A Better Job For Our Clients

6/30/2021
The goal of this company has always been to add value for our clients. You might be surprised to know that building your portfolio is one of the easier parts of what we do. Join us today as we examine our value proposition and which parts of it are geared towards doing a better job for our clients.

Duration:00:17:48

The 10 Biggest Mistakes People Make on Their Personal Income Taxes

6/23/2021
Many people try their hand at doing their own tax returns with the thought that they can save money or that it's not really all that complicated. But we're here to tell you that there are a number of easy mistakes that people make when filing their income taxes. Listen here to find out what they are and how you can avoid them.

Duration:00:15:01

Is Canada a Good Place to Die

6/14/2021
Today on ThinkSmart Financial Advisors, Rob McClelland and Mike Connon, discuss the ins and outs of dying in Canada. From the types of taxes, you face to some pretty simple things you can do to ensure that as much of your accumulated wealth as possible can be passed on to the next generation.

Duration:00:14:23

Change

6/4/2021
We all know change is inevitable, but the pandemic has brought change to the forefront of many technological discussions. Outdated modes of communication are on their way to becoming a thing of the past. Join Us Today on ThinkSmart as we discuss the change and the innovation that we should expect in the coming years.

Duration:00:15:38

10 Numbers We Think You Should Know

5/28/2021
Is your savings rate at the right level for you to be able to retire? This is one of the 10 numbers that you should know when it comes to your financial life. Today on ThinkSmart Advisors Rob McClelland and Mike Connon discuss everything from the Rule of 72 to how to calculate your financial independence and net worth.

Duration:00:17:58