The Investipal Podcast

By Investipal

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and ... more

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FAQs about The Investipal Podcast:

How many episodes does The Investipal Podcast have?

The podcast currently has 44 episodes available.

The Investipal Podcast episodes:

March 19, 2024 Why Crypto is the Future of Money with Tyrone Ross
Tyrone Ross is the CEO and Co-Founder of ⁠Turnqey Labs, Inc.⁠, an API developer platform providing read-only, real-time data aggregation for performance reporting on held-away crypto assets. He's also a recognized thought leader and influencer in the wealth management space and is a fervent advocate for harnessing technologies like blockchain to democratize financial services and open up opportunities for underserved communities.
In this episode, we discuss Bitcoin, how to allocate crypto within client portfolios, and the transformative potential of crypto for underserved communities. We also talk about the government's role in regulating and controlling the crypto landscape, and more.
Please enjoy our conversation with Tyrone Ross.

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The Investipal Podcast is produced by ⁠www.investipal.co⁠. For more episodes of The Investipal Podcast visit ⁠www.investipal.co/investipal-podcast⁠

Past guests include Peter Lazaroff, ⁠Jamie Hopkins⁠, ⁠Nate Hoskin⁠, ⁠Paul Litchfield⁠ and many more.

Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠ | ⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠@camhowe16⁠ | ⁠@Investipal⁠; Tiktok ⁠@camhowe16⁠ | ⁠@Investipal⁠; or Instagram ⁠@Investipal⁠

Find Tyrone Ross at:
www.tyroneross.io
www.linkedin.com/in/tyroneross/
⁠www.twitter.com/TR401
www.instagram.com/tyrun401/

Show Notes:

00:00 Introduction and Background
00:58 Incorporating Crypto into Investment Strategies
03:21 Accessibility and Ease of Use
05:32 Allocating Crypto in Client Portfolios
09:18 Tokenization of Assets
11:53 Crypto's Potential for Underserved Communities
17:38 Government Regulation and Control
20:02 Scalability and Transaction Costs
24:26 The Future of Crypto and Government Control
32:23 Conclusion and Where to Find More Information
...more
34min
March 08, 2024 The Complexities of Investing with Peter Lazaroff
Peter Lazaroff is the CIO of PlanCorp, Advisor at Brightplan and Author of Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Please enjoy our conversation with Peter Lazaroff.

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The Investipal Podcast is produced by www.investipal.co. For more episodes of The Investipal Podcast visit www.investipal.co/investipal-podcast

Past guests include Jamie Hopkins, Nate Hoskin, Paul Litchfield and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal | www.linkedin.com/in/cameronhowe/; Twitter: @camhowe16 | @Investipal; Tiktok @camhowe16 | @Investipal; or Instagram @Investipal

Find Peter Lazaroff at:
www.peterlazaroff.com
www.linkedin.com/in/peterlazaroff/
www.twitter.com/PeterLazaroff
www.facebook.com/peterlazaroffcfp
www.instagram.com/peterlazaroff/

Show Notes:

00:00 Welcome to The Investipal Podcast
00:30 Approach to Designing Portfolios
05:29 Index Strategy and Allocations
08:00 Balancing Risk and Return
10:20 Quantitative Approach vs. Fundamental Research
15:53 Common Misconceptions and Emotional Bias
21:55 Reducing Bias in Portfolio Construction
33:03 Wrapping up the conversation
...more
34min
February 27, 2024 The Next Generation of Wealth Management with Paul Litchfield
In this episode, we sit down with Paul Litchfield, a top next-generation wealth advisor. We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors. We also discuss the shift towards the registered independent advisory (RIA) model, and why it's winning vs. larger incumbents. Finally, we look at the need for comprehensive services, including financial planning and tax strategies, and talk about the increasing interest in alternative investments. Tune in for practical insights into the evolving landscape of wealth management.
Visit Investipal at www.investipal.co
Find Paul at www.linkedin.com/in/paullitchfield/ or www.claroadvisors.com
Chapters
00:00
Introduction and Next-Gen Advisors
01:07
Aging Workforce in the Industry
02:31
Succession Planning for Advisors
03:11
M&A Transactions in the Industry
04:18
Shift Away from Family Succession Plans
06:35
Challenges in M&A Transactions
07:06
The Rise of Registered Independent Advisory Model
08:15
Advantages of the RIA Model
09:28
Expanded Services Offered by RIAs
10:44
Different Approaches for Younger and Older Clients
12:00
The Shift in Client Expectations
13:14
The Role of Advisors for Millennials and Gen Z
14:26
Building Long-Lasting Relationships
16:23
Differentiation and Unique Services Offered
18:19
Alternative Investments and Access for Clients
19:09
Contact Information and Conclusion
...more
22min
February 08, 2024Making Financial Independence Inevitable With Nate Hoskin
And check us out here
...more
31min
February 04, 2024 The Future of Financial Services With Jamie Hopkins
Jamie Hopkins, CEO of Bryn Mawr Capital Management and founder of the FinServ Foundation, discusses the challenges and opportunities in the financial profession and how his foundation is helping the next generation of financial professionals.
He emphasizes the importance of soft skills and mentorship in the industry. Hopkins also shares insights on the future of the financial industry, including the shift towards integration and convenience for clients.
He highlights the gaps in client expectations and service delivery, as well as the impact of fees and the rise of ETFs. Finally, he provides tips for breaking into the finance space and invites individuals to join FinServ Foundation.

...more
28min
January 26, 2024 It's Getting Harder To Protect Your Assets in 2024
Cameron Howe sits down with cybersecurity expert Geoff Moore to delve into the crucial realm of safeguarding wealth in the digital age. In this insightful interview, Cameron and Geoff explore the evolving landscape of cybersecurity within the wealth management sector, shedding light on the vulnerabilities, risks, and proactive measures that financial professionals must consider.

Geoff Moore is the CIO of Valmark Financial Group with over 25yrs of experience in the technology sector.
Connect with Geoff here: https://www.linkedin.com/in/geoffreyfmoore/

Check us out:
https://www.investipal.co
...more
23min
October 23, 2023 Treating Your Finances Like It's Monopoly Money
Cameron sits down with renowned financial expert Adam Carroll to explore unconventional yet highly effective strategies for financial empowerment.
In an era where financial abstraction can leave us feeling numb to our income, expenses, and debt, this episode offers fresh insights to reinvigorate your financial journey. We invite you to join us on an enlightening expedition where we challenge conventional thinking and unveil practical solutions to boost your financial well-being.
Adam Carroll, a respected author and financial educator, shares his wisdom on leveraging financial tools and transforming your financial mindset to break free from the shackles of debt. Discover how treating your finances like a game of Monopoly can reshape your financial destiny and help you build lasting wealth.
One of the central themes we'll explore is the use of leverage to liberate yourself from the burden of debt. We'll uncover how strategic asset management can empower you to regain control of your financial life, just like Monopoly masters use strategic thinking to dominate the game.
Moreover, we'll delve into the innovative concept of whole life insurance as a tax-efficient way to build additional income streams. Learn how to revolutionize your wealth accumulation and protection strategy, creating a financial legacy for your loved ones while preserving your financial freedom.
Adam's viral Ted Talk on financial abstraction can be found here: https://www.ted.com/talks/adam_carroll_what_playing_monopoly_with_real_money_taught_me_about_my_kids_and_humanity?language=en
You can learn more on the Shred Method here: https://www.theshredmethod.com/
Keywords: personal finance, debt management, financial strategies, financial empowerment, financial mindset, debt relief, asset management, wealth accumulation, whole life insurance, tax-efficient, financial legacy, Monopoly money, financial education, financial well-being.
...more
37min
September 29, 2023 How Is AI Transforming the Investment Space
We sit down with Ryan Pannell, the CEO of Kaiju ETF Advisors. Kaiju has pioneered the first AI-driven ETF called "Buy The Dip Capital Fund" (Ticker: $DIP).
Ryan and Cameron discuss:
- How has AI been historically used in investment management
- How AI is both helping traditional fund managers and how it's fully running investment funds now
- Where we are heading when it comes to AI and investing
To find more on Kaiju and DIP the links are below:
https://www.dipetf.com/https://www.kaijuetfadvisors.com/
...more
30min
September 14, 2023 BlackRock's Harnessing These Three Investment Themes In 2023
Cameron sits down with Helen Hayes, the Head of iShares Canada at BlackRock to discuss a range of topics including:
- 3 Mega forces affecting the global capital markets
- Protecting your portfolio from an economic slowdown
- The rise of fixed income ETFs
- How everyday investors can leverage ETFs in their portfolio
iShares ETFs mentioned in this podcast include:
XFR: iShares Floating Rate Index ETF
CMR: iShares Premium Money Market ETF
XQLT: iShares MSCI USA Quality Factor Index ETF
USMV: iShares MSCI USA Min Vol Factor ETF
EFAV: iShares MSCI EAFE Min Vol Factor ETF
XEXP: iShares Exponential Technologies Index ETF
XQQ: iShares NASDAQ 100 Index ETF
XEMC: iShares MSCI Emerging Markets ex China Index ETF
XEC: iShares Core MSCI Emerging Markets IMI Index ETF
EFA: iShares MSCI EAFE ETF
CJP: iShares Japan Fundamental Index ETF
XBB: iShares Core Canadian Universe Bond Index ETF
XGB: iShares Core Canadian Government Bond Index ETF
You can find these products and BlackRock's outlook here:
https://www.ishares.com/ ⚠ Link hidden Learn morehttps://www.blackrock.com/us/individu...
Follow us:
https://www.investipal.cohttps://www.instagram.com/investipal/https://twitter.com/investipal
Disclaimer: No securities mentioned are neither an offer to sell nor a solicitation of an offer to purchase any security and may not be relied upon for investment purposes. Decisions to buy, sell, hold or trade in securities, and other investments involve risk and are best made based on the advice of qualified financial professionals. Any investment in securities or other investments involves a risk of substantial losses. Before undertaking any investment program, you should consult a qualified financial professional. Please consider carefully whether such investment is suitable for you in light of your financial condition and ability to bear financial risks.
...more
30min
July 31, 2023 Are Small Caps Poised For a 2023 Rebound?
Cam sits down with Ben and Nick from Atrium Research to talk through the latest stock market developments and small cap stocks. Including:
- Stock market expansion
- Data suggesting small-cap stocks are poised for outperformance into 2023 and 2024
- Value investing trends
- How can investors research small cap stocks
- What are the best small cap stocks as Ben and Nick see it.
You can find more on Ben and Nick's coverage here: https://www.atriumresearch.ca/
Follow us:
https://www.investipal.cohttps://www.instagram.com/investipal/https://www.linkedin.com/company/inve...https://twitter.com/investipal
Disclaimer: No securities mentioned are neither an offer to sell nor a solicitation of an offer to purchase any security and may not be relied upon for investment purposes. Decisions to buy, sell, hold or trade in securities, and other investments involve risk and are best made based on the advice of qualified financial professionals. Any investment in securities or other investments involves a risk of substantial losses. Before undertaking any investment program, you should consult a qualified financial professional. Please consider carefully whether such investment is suitable for you in light of your financial condition and ability to bear financial risks.
...more
41min

FAQs about The Investipal Podcast:

How many episodes does The Investipal Podcast have?

The podcast currently has 44 episodes available.