- wöchentlichErscheinungsrhythmus
- 48 mintypische Länge
- vor 5 Tagenletzte Folge
Folgenzu den neuesten
#47 — Amber Kanwar: Investing and the Active vs. Passive Debate
Our guest this episode is Amber Kanwar, host of the “In the Money” Podcast and former BNN Bloomberg anchor who has spent over a decade covering financial markets and interviewing hundreds of portfolio managers, CEOs, political leaders and m
#46 — Gary Teelucksingh: Inheritances & How to Talk to Your Family About Legacy
Our guest this episode is Gary Teelucksingh, author of “Roots of Prosperity” which is a guide to preserving wealth, values and family unity across generations. Gary is also a seasoned financial services expert and consultant with over two d
#45 — Jon Flynn: Wow, The Canadian Housing Market Is Leaking And It Won't Stop Raining
Our guest this episode is Jon Flynn — Broker of Record at Flynn Real Estate Inc. and a well-respected Realtor with more than 15 years of experience. Jon is also the creator of the popular YouTube channel “Jon Flynn Real Estate Stats” where
#44 — Meagan Balaneski: Opportunities and Challenges in the Financial Planning Industry
Our guest this episode is Meagan Balaneski — Portfolio Manager and Certified Financial Planner® with Aligned Capital Partners in Vermilion, Alberta. Meagan earned a place on the CFP® President’s List for top exam performance in 2013 and rec
#43 — Julia Chung: Human-Led Financial Planning
Our guest this week is Julia Chung, CFP®, FEA, TEP — CEO of Spring Planning, President of FPAC and a Financial Planning & Family Enterprise Consultant with over 25 years of experience helping people navigate complex financial decisions. In
#42 — Jason Watt: The Financial Advice Landscape in Canada
Our guest this episode is Jason Watt — a Canadian financial education leader and long-time contributor to the professional training and development of financial planners, advisors, and insurance professionals across the country. Jason has s
#41 — Chris Guillebeau: How to Start a Side Hustle
Episode #41 is out now! Our guest this episode is Chris Guillebeau — author, entrepreneur, blogger and speaker best known for “The $100 Startup,” “Side Hustle,” and his latest book, “Time Anxiety.” Chris first rose to prominence through his
#40 — Heather & Doug Boneparth: Managing Money Together in a Relationship
Our guests this episode are Heather and Doug Boneparth — co-authors of the book Money Together: How to find fairness in your relationship and become an unstoppable financial team. Doug is the founder of Bone Fide Wealth in New York City and
#39 — Shannon Lee Simmons: Financial Planning for Everyday Canadians
Our guest this episode is Shannon Lee Simmons — Certified Financial Planner®, Chartered Investment Manager®, bestselling author, media personality and founder of the New School of Finance™. Shannon is widely recognized as a trailblazer in C
#38 — Melissa Leong: Money Should Support Happiness, Not Compete With It
Our guest this episode is Melissa Leong — national media personality, a sought-after speaker and award-winning author of the feel-good finance guide “Happy Go Money.” Melissa has been the resident money expert on Canada’s leading daytime ta
#37 — Shaun Maslyk: Lessons From the Research on Money & Happiness
Our guest this episode is Shaun Maslyk — a practicing Certified Financial Planner® and Certified Financial Behavior Specialist® who blends financial planning with positive psychology to help people understand their money stories and flouris
#36 — Aravind Sithamparapillai: Financial Planning Tips from a CFP® Gold Medalist
Our guest this episode is Aravind Sithamparapillai, a financial planner at Ironwood Wealth Management Group. Earlier this year, Aravind earned his CFP® designation with the highest exam score in the country, placing him at the top of the CF
#35 — Daniel Foch: The State of the Canadian Real Estate Market
Our guest this episode is Daniel Foch, a Canadian real estate broker, co-host of “The Canadian Real Estate Investor” podcast and Chief Real Estate Officer at Valery.ca. Daniel creates widely-followed content at the intersection of data, new
#34 — Morgan Housel: Timeless Lessons From “The Psychology of Money” & “The Art of Spending”
Our guest this episode is Morgan Housel, international bestselling author of “The Psychology of Money,” “Same as Ever” and his newest book, “The Art of Spending Money.” In this conversation, Dave and Morgan explore the timeless principles t
#33 — John Y. Campbell: Why the Financial System is Broken and How to Fix It
Our guest this week is John Y. Campbell — a globally respected Harvard economist and one of the most influential voices in academic financial economics. Over his career, John has published more than 100 academic papers spanning fixed-income
#32 — Leanne Kaufman: The Do’s and Don’ts of Estate Planning
Episode #32 is out now! Our guest this episode is Leanne Kaufman — President and CEO of RBC Royal Trust, the division of RBC that helps Canadians with estate, trust and incapacity planning/professional administration. Leanne is a lawyer by
#31 — Andrew Hallam: “Millionaire Teacher” and Finding Balance
Our guest this episode is Andrew Hallam—bestselling author of “Millionaire Teacher,” “Millionaire Expat” and “Balance.” Andrew’s journey into personal finance started in an unlikely place: at 19 years old, he met a millionaire mechanic who
#30 — Preet Banerjee Interviews Dave: The Incredible Story Behind "The Wealthy Barber" and Its Update
SPECIAL EPISODE: To commemorate the launch of the fully updated “The Wealthy Barber,” we’re doing a very special episode this week where Dave is the guest on his own podcast! We brought back fan favourite and financial-educator extraordinai
#29 — Jason Pereira: The Evolution of Financial Advice in Canada
Our guest this episode is Jason Pereira — Senior Partner & Financial Planner at Woodgate Financial and one of Canada’s most prolific voices in the financial planning industry. Jason has spent over two decades immersed in the world of financ
#28 — Dave Chilton on The Rational Reminder Podcast
We’re doing something a little different this week! Instead of posting one of our usual episodes, we’re sharing a recent conversation Dave had on "The Rational Reminder Podcast" — one that resonated deeply with listeners. The feedback on th
#27 — Jason Heath: Financial Planning 101
Our guest this episode is Jason Heath—Managing Director at Objective Financial Partners and one of Canada’s most respected fee-only/advice-only financial planners. In this episode, Dave and Jason cover the foundations of financial planning
#26 — Steve Saretsky: Canadian Real Estate—CRAZY Times Have Led to CRAZY Times
Our guest this episode is Steve Saretsky—a top 1% realtor in Vancouver and the host of one of Canada’s most popular real estate YouTube channels and the podcast “The Loonie Hour.” In this wide-ranging conversation, Dave and Steve explore th
#25 — Joyee Yang: Taking the Intimidation Out of Investing for Beginners
Our guest this episode is Joyee Yang—a “finfluencer” with over 300,000 followers across Instagram, TikTok, YouTube and more. Joyee has built an audience by taking the intimidation out of investing and teaching the basics in a clear, relatab
#24 — Jamie Golombek: Tax and Estate Planning in Canada
Our guest this episode is Jamie Golombek—Managing Director of Tax & Estate Planning at CIBC and a widely respected voice in the Canadian financial industry. Jamie is a frequent guest on BNN, CTV and CBC’s The National, and in 2023 was award
#23 — Aaron Hector: Optimizing Your Finances and Estate Planning
Our guest this episode is Aaron Hector—Founding Partner of TIER Wealth, President of the Institute of Advanced Financial Planners and a fellow personal-finance nerd like Dave. In this episode, Dave and Aaron explore some of the most overloo
#22 — Brian Scudamore: Building a $700M Business
Our guest this episode is Brian Scudamore—founder and CEO of O2E Brands, the parent company of 1-800-GOT-JUNK, the world’s largest junk removal business. Brian started the company at just 18 years old after dropping out of high school, and
#21 — Ben Rabidoux: The State of Canada’s Real Estate Market
Our guest this week is Ben Rabidoux—Founder of Edge Realty Analytics and North Cove Advisors and one of the most respected voices on Canadian housing and economics. In this episode, he joins Dave to tackle some of the biggest questions faci
#20 — Adam Bornn: Retirement Planning For Canadians
Our guest this episode is Adam Bornn—Founder and Managing Partner at Parallel Wealth, a Canadian financial planning firm that specializes in helping people retire with confidence. Adam also runs an educational YouTube channel (@ParallelWeal
#19 — Amanda Lang: Canada’s Economy and the Impacts of AI
Our guest this week is Amanda Lang—longtime Canadian business journalist and host of Taking Stock, a weekly business news program on CTV, BNN Bloomberg and CP24. In this episode, Dave and Amanda dive into the state of Canada’s economy from
#18 — Bruce Sellery: Getting Out of Debt So You Can Get Back Into Life
Our guest this week is Bruce Sellery, CEO of Credit Canada—a non-profit credit counselling agency that’s helped millions of Canadians avoid bankruptcy, get out of debt and reclaim control of their financial lives. In this episode, Bruce joi
