The MoneySaver Podcast

The MoneySaver Podcast

By Lana Sanichar/ Ellen RosemanBusinessInvesting
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The MoneySaver Podcast episodes

  • The New Un-Retirement

    Ellen Roseman speaks with Julie Petrera, Senior Strategist for client needs at Edward Jones. They talk about the changing face of retirement in Canada including how the attitudes of Canadians towards retirement are changing. They discuss un-retirement and the "new retirement". They also talk the different programs that individuals use to fund their retirements like the RRSP, RRIFs, TFSA, and the CPP. 

    34 min
  • Selecting Financial Advisors/Planners

    Ellen Roseman speaks with Sol Amos, entrepreneur and founder of advisorsavvy.com. They discuss the 5 types of financial advisors/planners as well as questions to ask when selecting a financial advisor/planner. 

    This podcast episode is sponsored by BMO ETFs.

    This podcast presentation is for informational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitted, in any form or by any means, electronic, mechanical, recording or otherwise, without the written permission of BMO Investments Inc. or BMO Asset Management Inc. (collectively, BMO GAM) ).

    For greater certainty, no part of this presentation may be provided to investors and/or potential investors without the written permission of BMO GAM. The information contained herein is not, and should not be construed as, investment advice and or tax advice to any individual.  Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.  This communication is intended for information purposes only. Any statement that necessarily depends on future events may be a forward-looking statement.

    Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. BMO GAM undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law.

    These T6 units are Fixed Percentage Distribution Units that provide a fixed monthly distribution based on an annual distribution rate of 6%. Distributions may be comprised of net income, net realized capital gains and/or a return of capital. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

    For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF’s prospectus.  BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

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    ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

    For more information on BMO’s ETFs, please visit the following pages: https://www.bmogam.com/ca-en/investors/investment-solutions/etf/bmo-growth-etf-fixed-percentage-distribution-units-zgro-t/),(https://www.bmogam.com/ca-en/investors/investment-solutions/etf/bmo-balanced-etf-t6-series-zbal-t/), and (https://www.bmogam.com/ca-en/investors/investment-solutions/etf/bmo-monthly-income-etf-zmi/).

    43 min
  • Planning for Post-Pandemic Non-Retirement

    Ellen roseman speaks to Barbara Stewart, Chartered Financial Analyst and Research, about post-pandemic non-retirement as well as her Rich Thinking Research on women and money and how women are re-inventing themselves as relating to employment, post-pandemic. She also discusses her five post pandemic financial planning retirement tips.

    42 min
  • Urgent! You Really Need a Will

    Ellen Roseman speaks with Tim Hewson from LegalWills.ca about why everyone needs a will and the problems that are created when there isn't one upon death!  They also talk about reasons that people give why they haven't yet gotten one and tips and tricks when you do decide to get a will. 

    52 min
  • Self-Directed Investing and Online Brokerages

    Ellen Roseman speaks with Hamish Khamiza, President and CEO of SparxTrading, an online media company which publishes digital investment content for DIY investors.  They chat about online investing, online brokerages, dividend re-investing and upcoming trends.

    49 min
  • Our Money Stories And How They Affect Our Finances

    Ellen Roseman chats with Shaun Maslyk, CFP and host of the podcast "The Most Hated F-Word" about our money-stories and how they affect our relationship with money. He mentions Dr. Brad Klontz and the four money-scripts or subconscious beliefs that we develop as young children about money. 

    42 min
  • Your Home as a Strategic Investment
    Ellen Roseman speaks with award-winning personal finance writer, real estate expert, and best-selling Amazon author of House Poor No More: 9 Steps that Grow the Value of Your Home and Net Worth, Romana King about home ownership and how to see your home as a strategic investment in your life and how to make sure that you are doing the right things to increase the value of your home and net worth.
    42 min
  • Women and Wealth with Kelley Keehn

    Ellen Roseman speaks to financial educator Kelley Keehn about her new book "Rich Girl, Broke Girl".  They discuss past mistakes, women and wealth and the issues that surround women and money.

    41 min

About The MoneySaver Podcast

From the publisher's feed

Journalist Ellen Roseman, and Canadian MoneySaver Editor in Chief Lana Sanichar interview leaders in personal finance and investing, as well as top bloggers, authors and entrepreneurs. The goal is to…