Mostly Money

By Preet BanerjeeBusiness Education Self-Improvement Investing

Mostly Money episodes

April 13, 2017 55: Estate Planning - what you need to know for ALL ages
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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.
56 min
February 10, 2017 54: How to market to financial consumers
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Dev Basu, CEO of Powered By Search, joins me to drink whisky, explain his meteoric rise to being one of the world's foremost experts on digital marketing, and offers his insights on the financial services industry and how they have (and should) approach consumers like him.
56 min
December 01, 2016 53: Steadyhand funds, dirty underwear, and burgers
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Salman Ahmed is a portfolio manager with Steadyhand. He's previously worked as an analyst with Mercer, and later as Associate Director of Active Research at Morningstar Canada. We talk about what Morningstar Ratings are, stewardship of investment funds, and also get into some personal details such as his year and a half trekking expedition around the world and his love of hamburgers.
1 hr 13 min
September 01, 2016 52: Family dynamics and Estate Planning with Mark Goodfield
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Mark Goodfield has over 25 years of experience providing accounting, income tax, and wealth management advice. He has experience working with rental real estate, investment companies, professional and consulting practices, amongst many other industries. Mark is the author of “The Blunt Bean Counter,” a blog about income tax, business, the psychology of money and investing topics. The blog won a Plutus award in 2014 for being one of the best blogs in Canada and the United States. Mark is also the author of the book: Let’s Get Blunt About Your Financial Affairs.
35 min
July 14, 2016 51: What is going on with the Canadian housing market? Ben Rabidoux weighs in.
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Ben Rabidoux is back to share his insights into what has been happening in the Canadian real estate markets. Ben is one of Canada's leading housing and credit analysts.
56 min
June 23, 2016 50: Investment management for a flat monthly fee? Canada's first subscription-based robo-advisor
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Randy Cass is the CEO of Nest Wealth, a robo-advisor in Canada that charges for its services through a flat monthly fee instead of the more traditional percentage-of-assets-managed model. We chat at his offices in Toronto.
54 min
June 02, 2016 49: Downsized into entrepreneurship
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Alec Chalvardjian is the owner of Bar Freddo, a true Italian fare restaurant he launched after a career in advertising sales. We talk about how the traditional media ad sales world has evolved over the last 20 years, and how planning for a rainy day allowed Alec to be in a position to start his own business after getting downsized out of his corporate job. We spend a a lot of time exploring his passion for true artisanal gelato and pizza, so foodies will especially enjoy this episode!
56 min
May 19, 2016 48: Socially Responsible Robo-Investing
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Navid Boostani is the CEO and co-founder of ModernAdvisor.ca, a Canadian robo-advisor which offers socially responsible investment portfolios in addition to plain vanilla indexed portfolios. We dig into ModernAdvisor's service offering, and whether or not socially responsible investment strategies give up returns in their quest for social responsibility compared to traditional couch potato portfolios.
41 min
May 05, 2016 47: How your heart rhythm will replace all your passwords
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Karl Martin is the founder of Nymi, Inc., a company who wants to disrupt the field of "user authentication". In other words, how do you prove "you are you" to a machine? By using a simple password? Do you use the same one for everything? What if you could replace the need for passwords altogether and increase security? That's the goal of the Nymi Band. There are countless applications, including financial transactions at POS terminals as well as for online shopping. Not so good for action movie plot devices, though.
41 min
April 24, 2016 46: How Online Lenders Compete with Big Banks
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Andrew Graham is the CEO of Borrowell, an online lending marketplace for Canadians. We discuss where the idea for Borrowell came from and what kind of financial consumer makes up their target market. Borrowell is aiming to take a chunk out of the high interest rate credit card market in Canada by offering term loans for unsecured debt at lower rates. We also delve into where Borrowell gets the money to fund these loans, what kind of rates they offer, the average loan amount taken out by their users, and more.
38 min

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