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Mostly Money, Mostly Canadian

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Mostly Money, Mostly Canadian is a personal finance and light business news podcast for average Canadians. It's a light hearted look into what is important about managing your personal finances and what some of the business headlines really mean. Interviews, jokes, education, and no intimidation. It's mostly about money, and mostly Canadian, 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 pre-emptive warning to those with pickles up their ass. http://www.preetbanerjee.com

Mostly Money, Mostly Canadian is a personal finance and light business news podcast for average Canadians. It's a light hearted look into what is important about managing your personal finances and what some of the business headlines really mean. Interviews, jokes, education, and no intimidation. It's mostly about money, and mostly Canadian, 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 pre-emptive warning to those with pickles up their ass. http://www.preetbanerjee.com
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Location:

Canada

Description:

Mostly Money, Mostly Canadian is a personal finance and light business news podcast for average Canadians. It's a light hearted look into what is important about managing your personal finances and what some of the business headlines really mean. Interviews, jokes, education, and no intimidation. It's mostly about money, and mostly Canadian, 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 pre-emptive warning to those with pickles up their ass. http://www.preetbanerjee.com

Language:

English


Episodes

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

5/8/2019
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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
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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
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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
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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

70: The Pain of Payment with Dr. Avni Shah

1/27/2019
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The methods of payment we use can influence how much we spend and how we ultimately feel about our purchases. One of the world's leading experts in this area, Profession Avni Shah, joins me to discuss some of her research in this area. Not only do we discuss day to day implications for people, but we also chat about how the "pain of payment" is related to the financial services, and how embedded compensation, fee-based compensation, and fee-for-service compensation models affect how people...

Duration:00:39:15

69: Happy Go Money with Melissa Leong

1/1/2019
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Melissa Leong is a personal finance writer, keynote speaker, on-air personality and bestselling author. She appears on CTV’s The Social as its resident money expert and was a staff reporter at the Financial Post. She joins me on the podcast to talk about her brand new book, Happy Go Money: Spend Smart, Save Right and Enjoy Life Buy the book here: https://amzn.to/2LHJW3u (This is an Amazon affiliate link)

Duration:00:32:30

68: 'The Value of Simple' in Investing

12/5/2018
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John Robertson is on a mission to help Canadians learn how to invest. He has a popular book and online course that lays out the step-by-step process of how to actually get started with a variety of investing service providers like robo-advisors, discount brokerages, and more. You can check out his site here: http://www.valueofsimple.ca/

Duration:00:59:09

67: Bitcoin and Blockchain 101

10/30/2018
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Albert Luk is the CEO of Haxa Blockchain Inc. and he joined me in Toronto to explain the basics of Bitcoin (vs bitcoin - yes, there's a difference) and blockchain technology. This episode's single dram was a 21 year Glenfarclas.

Duration:00:49:52

66: Ben Rabidoux returns!

10/3/2018
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This is turning into the Ben Rabidoux podcast. And I'm okay with that. Ben shares his thoughts on housing in Canada so far in 2018 and talks about his $175,000 legal bill incurred battling a real estate industry participant who didn't like the questions he was asking.

Duration:01:11:20

65: World renown body language expert Mark Bowden (and lots of whisky)

5/3/2018
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World renown body language expert Mark Bowden gives us a crash course on body language. Why is it so powerful? And how can we use it to increase the effectiveness of communication? We also go through quite a bit of whisky.

Duration:01:03:23

64: Melissa Agnes explains how to be "Crisis Ready"

4/23/2018
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Melissa Agnes is the author of Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a leading authority on crisis preparedness, reputation management, and brand protection and is an advisor to some of today's leading organizations faced with the greatest risks. We discussed a number of real-world examples of brands handling crises, including how Equifax handled the breach of millions of customers' data.

Duration:00:37:57

63: Cait Flanders and "The Year of Less"

3/8/2018
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I had a great chat with Cait Flanders about her recently released book, "The Year of Less". The book chronicles 12 months in which she spent almost no money other than on essentials. The book has been garnering international press, including making the front page of the New York Times' website. It is definitely not your average personal finance book - it's quite a bit more than that.

Duration:00:47:32

62: @BenRabidoux returns to chat about real estate and credit trends in Canada

12/22/2017
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The most requested guest on the podcast, Ben Rabidoux, is back to chat about the latest goings on in Canadian real estate and credit. Enjoy!

Duration:01:12:02

61: The ins and outs of bankruptcy with Scott Terrio (@BeDebtSavvy)

12/13/2017
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Scott Terrio is an Estate Manager and President of DebtSavvy.ca Consulting and he joined me to explain the ins and outs of bankruptcies and consumer proposals in Canada. He shares some horror stories, we discuss some of the differences between LITs (licensed insolvency trustees) and credit counsellors, and he explains people's options when their debt loads are starting to become unmanageable.

Duration:01:48:19

60: John De Goey discusses "Professional Financial Advisors"

8/27/2017
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John De Goey, a portfolio manager with Industrial Alliance Securities, is back to talk about the latest edition of his book, The Professional Financial Advisor IV. Topics include: what to look for in a financial advisor, what questions to ask them, should commissions be embedded, and more.

Duration:01:37:50

59: Economics 101 with Luke Kawa

7/4/2017
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Luke Kawa joins the show to explain some economic buzzwords, concepts, and theories such as the difference between fiscal policy and monetary policy. He also grades the Governor of the Bank of Canada, and provides his two cents on housing in Canada. Luke is a reporter at Bloomberg, based in New York. You can follow him on twitter at https://www.twitter.com/ljkawa. If you would like to contribute to the charity mentioned at the end of the podcast, you can find it here:...

Duration:01:02:27

58: Securities regulation 101 with Professor Anita Anand

5/17/2017
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Is securities regulation about to take a step backwards in Canada? A new model for cooperative capital markets regulation that has been proposed might spell the end (or at the very least, the delay) of any Best Interest Standard for financial advisors in Canada, the end or delay of a push to ban embedded commissions, and more. Professor Anita Anand, one of Canada's most respected authorities on securities law, explains the lay of the land when it comes to securities regulation in Canada and...

Duration:00:49:02

57: Dan Hallett on Robo-Advisors, Financial Advice, and CRM2

5/8/2017
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Dan Hallett from HighView Financial Group is back to share some thoughts on world of robo-advisors, what to look for when seeking a financial advisor, and to help breakdown the two new reports many investors will start to receive this year as a result of what's known as CRM2 Phase III. And yes, we'll explain what CRM2 means. We also discuss the idea of "regulatory arbitrage" and how that concept might be used to the advantage of some salespeople (to the disadvantage of financial consumers).

Duration:01:02:16

56: Investment legend Stephen Jarislowsky

4/26/2017
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Stephen Jarislowsky shares wisdom gleaned from more than 70 years of investing. He is a true investment legend, and still holds some stocks he originally purchased in the late 1940s when we has completing his MBA at Harvard. He launched Jarislowsky Fraser, Ltd. in 1955 and has grown it to more than $40 billion in assets under management, and is personally worth more than a billion dollars. He's led an unbelievable life with unbelievable stories, including being a counter-intelligence agent...

Duration:00:55:11

55: Estate Planning - what you need to know for ALL ages

4/13/2017
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Sandra Foster has updated what is now the SIXTH edition of her plain-language guide to estate planning for Canadians of all ages, levels of wealth, and stages of health. From digital assets, living common-law, what to do if someone has asked you to be an executor, and more, Sandra gives us the low down.

Duration:00:55:26