As a follow up to the episode of The Agenda with Steve Paikin talking about the upside-down world of financial planning for low-income Canadians, I had John Stapleton on the podcast to discuss it in more detail. John has been a tireless advocate for getting the word out on this complex issue and was the person who first brought it to my attention many years ago. 

72: The upside-down world of financial planning for low-income Canadians

Why does coffee taste better when you pay with cash? How did a victim of human trafficking take her knowledge of how the money flows in that world to become a law enforcement consultant? How does an economist think about Bitcoin? There's so much more to money than just investment portfolios.Mostly Money not only teaches you how to take control of your finances, it explores the full world of all things money with expert interviews conducted by Preet Banerjee (former television host for Oprah Winfrey).

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In his new book, Balance, Andrew Hallam not only explains evidence-based strategies for providing the best odds of success in the stock market, he provides a lot more than that.  The book helps you answer other important questions:How can we boost longevity, wealth and happiness?When it comes to spending, what sorts of purchases really enhance happiness? And yes, some material purchases do!How should we define success? And based on that definition, how can your children be successful?Buy the book here (Affiliate link) Andrew Hallam is the international best-selling author of Millionaire Teacher, The Nine Rules of Wealth You Should Have Learned in School and Millionaire Expat: How To Build Wealth Living Overseas. Profiled on such media as CNBC, and The Wall Street Journal, he's also the first person to have a #1 selling finance book on Amazon USA, Amazon Canada and Amazon UAE. He has written columns for The Globe and Mail, Canadian Business, MoneySense, Internaxx and AssetBuilder. Since 2016 he has spoken at businesses and international schools in over 30 different countries.

105: Andrew Hallam's new book 'Balance'

Robin Taub returns to talk about her latest book, The Wisest Investment: Teaching your kids to be responsible, independent and money-smart for life. 

We chat about the common concerns parents bring up with Robin with respect to money and the financial decision making skills they want to empower their children with. We then dive into what parents can expect to learn from this quick, strategy-filled guide that includes chapters and tactics for children of all ages.

To take advantage of Robin's special offer (mentioned at the end of the podcast), you can email her directly at books@robintaub.com.

LINKS

Buy the book: Amazon affiliate link
Robin's website: https://robintaub.com/
Book website: https://www.thewisestinvestment.com/

104: Robin Taub on how to teach your children about money

I’m joined by Erica Alini to talk about her new book: Money Like You Mean It - Personal Finance Tactics for the REAL world. Erica is the personal finance reporter at Global News, where she writes about all things personal finance, business, and economics. She’s also the author of Money123, a popular weekly newsletter on money matters. Her writing has also appeared in the Wall Street Journal, Maclean’s and the Globe and Mail, among others.

You can also follow her on twitter here. 

103: Erica Alini, author of "Money Like You Mean it"

Dan Bortolotti is the creator of the Canadian Couch Potato blog, and host of the (soon to be resurrected?) Canadian Couch Potato podcast. He is THE authority on index investing in Canada and has just written a new book, Reboot Your Portfolio (Amazon affiliate link). 

Dan joined me to explain what the book promises readers, and to discuss his journey from before knowing anything about investing himself, to becoming the writer behind the incredibly popular CanadianCouchPotato.com blog, and then eventually becoming a portfolio manager and financial planner.

We cover a range of topics in this interview, including:
-Dan's thoughts on how cryptocurrencies fit into a portfolio
-Why investing doesn't have to be time-consuming or exciting
-The rationale behind the couch potato method
-How you can reboot your portfolio whether you have $1,000 or $1 million
-and more

Links:
Buy the book: Reboot your portfolio (Amazon affiliate link)
CanadianCouchPotato.com blog
Canadian Couch Potato podcast
Dan's advisor website at PWL Capital Toronto

102: Dan Bortolotti - The godfather of index investing in Canada

This episode is sponsored by BMO ETFs #ad

I speak with Kevin Prins from BMO Global Asset Management about how ETFs can be used for building and improving almost any investor's portfolio. Specific topics covered:

What are asset allocation ETFs?ETF issuers have large voting rights - how do they vote at AGMs for all the companies' stocks that they hold on behalf of investors?For people who do not subscribe to the philosophy of a couch potato portfolio, how can they still use ETFs?And more...To learn more about BMO ETFs full suite of offerings visit https://bit.ly/3mA0Nbs

To learn more about BMO Asset Allocation ETFs visit https://bit.ly/3Angdok  Specific resources mentioned in the episode:

BMO Global Asset Management's responsible investment review: https://www.bmogam.com/uploads/2021/09/e704ba9fcbadb851004de49131e2a42f/ri_annual_review_canada_en.pdf
Asset Allocation 101: https://bmogamhub.com/system/files/asset_allocation_index_etfs_whitepaper-_direct_channel.pdf?file=1&type;=node&id;=107518
ETF Tools/Screeners/Proposal builders: https://www.bmogam.com/ca-en/investors/learning-centre/etf-investing-basics/etf-tools-and-resources/



72: The upside-down world of financial planning for low-income Canadians

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