This week Justin & Markus discuss the ins and outs of Spousal RSPs as well as what faster T+1 trade settlement might mean for investors.

This week Markus and Justin reconnect again in the hours after Budget 2024  was announced, to discuss a variety of announcements.

Jason Watt is our guest host this week, in place of the vacationing Justin Lee. We discuss a number of topics on what actually differentiates advisors/planners and some things the consumer can think about when finding/choosing one. Lot's of useful links on the podcast page: www.muhs.ca/JSM208

Justin talks CDRs... Canadian Depository Receipts, a twist on the old ADRs (American Depository Receipts). The conversation concludes with a discussion about Old Age Security Clawback: what it means, who is affected, and how.

Justin and Markus discuss the "GRANOLAS"... or GRANNNOLASS? Also, some talk about portfolio concentration, whether by industry or individual businesses.

Justin and Markus discuss recent layoffs at Bell Canada, and the changing media landscape. Also, should Canada's big Maple 8 pension plans invest more in certain sectors to support the domestic economy?

Justin shares an easy no-fail way to lose your wallet on a plane (keep it in a jacket pocket). The discussion then goes into separating political ideology from investment strategy.

Markus and Justin discuss what Justin learned at the 2024 CFA Society Forecast Dinner in Calgary, some challenges for the Canadian economy, and then finish things off discussing RRSPs as we approach the Feb 29th deadline day.

At long last, spot bitcoin ETFs are finally available for American investors (Canada has had them for 3 years). Is that a good thing? We also talk a bit about the tech "washout" that has occurred over the past two years.

Markus & Justin discuss four New Year's resolutions that everyone can make for a more financially rewarding 2024.