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

Genres:

Business & Economics Podcasts

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

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

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

Advance Care Planning | An Overview

11/16/2023

Portfolio Manager Neela White returns to the podcast to discuss advance care planning 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:00:15:31

Update From The Fixed Income Desk

11/10/2023

Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss his views from fixed income trading desk, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:13:07

How to Develop Resilience for Seniors and Caregivers

11/2/2023

Portfolio Manager Neela White joins host Chris Cooksey to discuss tips on how seniors and caregivers can develop resilience, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:14:33

Cybersecurity Awareness Month -Secure Our World

10/20/2023

Senior Manager, Technology Risk and Assurance, Dave Iverson joins host Chris Cooksey to discuss cybersecurity awareness, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:15:15

Real Estate Sector Update with Analyst Brad Sturges

10/12/2023

Equity analyst Brad Sturges joins host Chris Cooksey to discuss the sector he covers, real estate, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:20:33

Q3 Canadian Market Update

9/25/2023

Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss the Canadian economy, inflation and interest rates, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:16:59

Oil & Gas sector – Update with Analyst Jeremy McCrea

9/14/2023

Equity analyst Jeremy McCrea joins host Chris Cooksey to discuss the oil and gas sector, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:13:07

The ins and outs of the first home savings account (FHSA)

9/6/2023

Financial Planner Ines Iraoui joins host Chris Cooksey to discuss the new first home savings account (FHSA), including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:14:00

ETFs and Mutual Funds – What are fund flows telling us?

8/18/2023

ETF & Mutual Fund Specialist Luke Kahnert joins host Chris Cooksey to discuss ETF and mutual fund flows and looks at trends in the industry and what they may be telling us about the mindset of investors, including: Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Duration:00:14:17