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The MoneySaver Podcast episodes
- Retirement Planning - Unconventionally.In this episode, Ellen Roseman speaks with Fred Vettese, Actuary and Author of Retirement Income for Life: Getting More Without Saving More (Second Edition) about his contrarian view of Canadian retirement strategies, including delaying CPP and decumulation of assets.34 min
- Why is the tax system so complicated? We talk to a frustrated accountant on the need for reform.Are you paying too much income tax? Neil Winokur, author of The Grumpy Accountant, dishes out tax savings tips to Canadians, along with advice on simplifying the system.37 min
- Divorce - Getting Your FInances in Order when Considering DivorceEllen Roseman interviews Stella Papadopoulos, author of I’m Getting Divorced Where Do I Start? about what she considers important steps to be taken into account when considering divorce.33 min
- Do-It-Yourself Investing
In this episode, Ellen Roseman talks to Dan Hallett, CFA, CFP, Vice President, Research and Principal at Highview Financial Group about fiduciary duty, how to find an advisor, mutual funds, exchange traded funds and do-it-yourself investing.
Questions Asked:
1:41 How do you think the advent of Covid 19 has affected the average investor in Canada?
3:22 Do you think that DIY investing has become more of a trend because of Covid?
6:01 There seems to be a trend in mutual funds in an RRSP. Over the past number of years the performance of mutual funds haven’t been that great. Do you think that mutual funds are somewhat on their way out?
8:41 What’s an Exchange Traded Fund and how does it differ from a mutual fund?
14:11 Investors have many questions when they are considering hiring an advisor and some investors do not understand that the advisor may not be working in their best interest.
17:58 How does fiduciary duty work in Canada?
26:41 Robo-Advisors work with the idea of a balanced portfolio. In general, they will give you a well-diversified portfolio and will continue to monitor it and rebalance. Which is maybe more than you would get from a typical person who sells mutual funds.
30:41 Have you seen changes in investor behaviour over the last 30 years? Or is it difficult for investor behaviour to change?
37:11 What are your best bedrock principles around financial management?
41:07 What are the minimum amounts that you would have to bring to a portfolio manager to become a client?
45 min - Making Ends Meet during Covid - 19Ellen Roseman chats with Stephen Weyman from howtosavemoney.ca on ways to make ends meet during Covid-19. They discuss government programs, payment deferrals on loans and credit cards, saving on usual monthly expenses like utilities, creating an emergency fund and his three best tips for financial success.38 min
- Personal and Business Benefits Explained due to Covid-19Have you been affected by the Covid -19 pandemic? Janet Gray, Certified Financial Planner, and Ellen Roseman discuss the different benefits that are available to Canadians and Canadian businesses rolled out by the Government of Canada. They discuss the Canadian Emergency Response Benefit, Canada Emergency Business Account and a host of other benefits that are available.32 min
- Wills, Powers of Attorney and Other Important Documents.Whether it's a holographic will, a will drawn up by a lawyer or even a will from a digital platform, every Canadian should have one. Ellen Roseman chats with Erin Bury from Willful.co about wills, powers of attorney and other important documents.34 min
- Tips and Tricks for Saving Your MoneyEllen Roseman chats with Gordon Stein about his book The Cashflow Cookbook. They discuss simple ways to save money and reduce debt without sacrificing lifestyle. They touch on cell phones, clothing, car washes, paying down debt, the idea of wealth, your net worth, saving and investing and many other topics.43 min
- Advice-Only Financial Planner Puts Clients First by Selling Advice only, No Products.In this episode of the MoneySaver Podcast, Ellen Roseman chats with Sandi Martin, Certified Financial Planner, from Springplans.ca about fiduciary duty, advice-only financial planners, and putting the needs of the client before product.42 min
- Women Experts Discuss Women, Money and Investing Part #2Ellen Roseman, Rita Sylvan, Barbara Stewart, Paulette Filion and Judy Paradis discuss the need for women to finance their longer lifespans, the problems women have finding a financial advisor they can trust and the types of products and services that suit women investors, are women risk adverse or risk aware, confidence - perception that they don't have enough money even if they do, and the financial realities of being a woman. Audience Questions and Answer section.25 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…
help you save money and increase your assets. Learn how to make smart choices at every stage of your life, safeguard your interests and protect yourself from poor advice. Sponsored by Canadian MoneySaver Magazine. Follow us on Twitter @lana_sanichar, @ellenroseman, @cdnmoneysaver The views and opinions expressed by the Guests are theirs alone and do not necessarily represent the views and opinions of Ellen Roseman, Lana Sanichar, Canadian MoneySaver Magazine or the MoneySaver Podcast.