The Advantaged Investor

By Raymond James Ltd./TMDSBusiness Investing

The Advantaged Investor episodes

April 18, 2024Talking Taxes
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
First Home Savings Account (FHSA), what is it and who can open one?
What if someone previously owned a home, can they open the FHSA account?

How can a FHSA help with supporting your adult children with purchasing their first home?
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
Tax implications of moving to Canada, including with investments and US retirement accounts from previous employer

Tax implications of moving out of Canada
General Tax Planning
Income splitting with a spouse

Maximizing tax benefits of donations by donating stocks rather than cash
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22 min
April 08, 2024Preparing for Retirement | Non-Financial Retirement Planning
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:
Who is Susan and what does Next Chapter Lifestyle Advisors do?

The importance of planning your retirement lifestyle and having meaningful non-financial conversations.

The difference between being financially ready to retire, and being mentally ready to retire.

What are the common pitfalls people fall into when it comes to the non-financial aspect of retirement?
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21 min
March 12, 2024Update on the Canadian mutual fund and ETF industry
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:
What is new in the Canadian mutual fund and ETF industry?

What were some of the top takeaways from this year’s report from IFIC?

Do you see these growth trends for ETFs continue as we move forward and do you think, at some point?

Can you provide some reasons for why we are seeing this continued ETFs growth?

Growth in the ETF industry has been helped by ETFs have evolved from passive investing to other options, e.g. rules-based ETFs.

Can you touch on some of other innovations we’ve seen in ETFs over the years?

What other research can you provide when looking back at 2023?

What do you think might be a factor that will affect next year’s IFIC report?
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21 min
February 23, 2024Failure to Launch: Adult Dependents and their Estate Rights
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:
Overview of the case

Why is this case so astounding?

Who else might have a right to support from someone’s estate?

How does a court decide how much a person should receive under a support claim?

What can people do when planning their estate to either prevent someone from making a successful support claim like the one in this case?

Can a person avoid these support claims by making sure that all assets pass outside of the estate? For example, putting them in trust or naming a direct beneficiary on life insurance or registered accounts?
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The Advantaged Investor
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15 min
February 16, 2024Chief Economist Eugenio Alemán’s outlook for 2024
Chief Economist, Eugenio Alemán returns to the podcast to discuss his 2024 outlook with host Chris Cooksey, including:
Where we are in the economic cycle

What may be in store for 2024

What is he worried about for economy

Inflation and rates

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16 min
February 01, 2024 Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
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.

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18 min
January 19, 2024Equity update | A review of 2023 and a look at how 2024 is shaping up
Head of Investment Strategy, Neil Linsdell returns to the podcast to discuss equity markets with host Chris Cooksey, including:
Review of 2023

Inflation

Rates

Opportunities in 2024
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Please subscribe, rate and review. Reach out at [email protected].
20 min
January 11, 2024Fixed income update | How 2023 closed and what does 2025 look like
Head Fixed Income Trader Harvey Libby returns to the podcast to discuss fixed income with host Chris Cooksey, including:
The environment at end of 2023

Inflation

Rates

Opportunities in 2024
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Please subscribe, rate and review. Reach out at [email protected].
14 min
December 11, 2023Year-End Financial Planning Tips
Financial Planner Ines Iraoui returns to the podcast to discuss end of year financial planning tips with host Chris Cooksey, including:
What subjects are we talking about today regarding year-end financial planning?

Tax-loss selling.

Is there a deadline to do this?

Can I sell, trigger a loss, and buy back these securities the next day?

When it comes to donating, what are the options for year-end?

Can someone only donate in cash, or can they donate investments?

Possible changes in 2024 when it comes to donations.

Retirement accounts - what needs to be done by the end of the year?

Any other strategy regarding RRIFs?

TFSA contribution limit announced for 2024?

Is there a deadline for make a TFSA contribution?

How about TFSA withdrawals?

What other recommendations would you have for year-end financial planning?
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Please subscribe, rate and review. Reach out at [email protected].
13 min
November 16, 2023Advance Care Planning | An Overview
Portfolio Manager Neela White returns to the podcast to discuss advance care planning with host Chris Cooksey, including:
What is it?

How do you start?

What to investigate?

Decisions to be made?

The conversation - with who?

Should you write it down?
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
16 min

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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…