Equity research analyst (energy) Jeremy McCrea, joins host Chris Cooksey to discuss the Canadian energy sector, including:

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Head of Investment Strategy Nadeem Kassam, joins host Chris Cooksey to discuss the start of 2023 and what may happen as we go through the year, including:

o  Market performance year to date

o  What’s your base case for 2023 - is a recession still in the cards?

o  How are US earnings so far?

o  Inflation, has it peaked?

o  Interest rates, is the pain here done?

o  Major risks

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Chief Economist Eugenio Aleman, joins host Chris Cooksey to discuss his 2023 outlook, including:

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Financial Planner Ines Iraoui joins host Chris Cooksey to discuss registered retirement income funds (RRIFs), including:

¨  Why is 71 an important age in financial planning?

o  Can you convert your RRSP at any point?

o  What about Locked-in RRSPs?

¨  How do RRIF withdrawals work?

o  Are there minimum amounts for withdrawals?

o  What about the maximum? You said there isn’t any?

o  What about Locked-in LIFs minimums and maximums?

¨  What do these withdrawals mean for your investments?

o  A portion?

o  Why?

¨  How does it affect retirement income?

o  What can individuals do to minimize the taxes?

¨  Are there tax advantages that come with these withdrawals?

¨  Can individuals continue to make RRSP contributions when they turn 72?

o  How does that work?

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Senior Manager, IT Security, Dave Iverson, joins host Chris Cooksey to discuss how to protect your online information and the importance of regularly reviewing your digital footprint, including:

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Senior Trust Advisor Riaan Botha, from Raymond James Trust (Canada), joins host Chris Cooksey to discuss digital assets and your estate, including:

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Certified Professional Consultant on Aging (CPCA), Elder Planning Counselor (EPC) and Portfolio Manager Neela White joins host Chris Cooksey to discuss ways to include family with dementia in all the activities that the holiday season presents, including:

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Happy holidays and all the best for a profitable 2023 – new episodes return in January 2023. In the meantime, check out the archive.

John Toohig, Head of Whole Loan Trading for Raymond James & Associates, joins host Chris Cooksey to discuss his role with the firm and gives a great overview of what whole loan trading is and what the segment is indicating in terms of the overall market, including:

1.  Overview of Whole Loan Trading

2.  Current trends among consumer borrowers and lenders

3.  How the US consumer is doing

4.  Liquidity in US lending markets

5.  With talk about recession out there, are any signs of stress in the US lending market

John and his team within the Whole Loan Group publish weekly commentary on LinkedIn, called Let’s Talk Loans – check it out.

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Wondering what high yield debt is? David Barcus, Head of High Yield Capital Markets for Raymond James & Associates joins host Chris Cooksey to  give an overview of North American high yield debt, including:

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Portfolio Manager & Senior Equity Specialist Larbi Moumni joins host Chris Cooksey to discuss dividend investing, including:

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