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The Optimal Financial Plan
How to Keep a Level Head During Market Crashes
The Basics of the Canadian Tax System
10 Tax Tips for Young Professionals
Tax Reporting Companion
Wisdom for the crowds – how to start a career as a young professional
Hedge Fund Fees
Hedge Fund Strategies
Hedge Funds: Common Traits
The 4 Ds of tax planning
Canada Pension Plan (CPP): Overview & when to collect
Pay for your child’s education using the Registered Education Savings Plan (RESP)
Save for your child’s education with the Registered Education Savings Plan (RESP)
What is (Good) Financial Advice?
Episode 313: When Should You Hire a Financial Advisor?
Episode 307: How Much Life Insurance Do You Need?
Goldilocks and the three policies – Deciding how much life insurance you need
How The 2024 Budget Changes Affect Your Stock Options
Episode 301: Optimal Government Pension Claiming
Episode 298 – Randall Stutman: Admired Leadership for Financial Decision-Making
The Taxation of Investment Returns
How to increase your QPP/CPP (Part 2)
Episode 137 – David Blanchett: Researching Retirement
Episode 61: Ted Seides: Much More Than a Betting Man
Episode 41: The Future of Canadian Fintech: Leading the Charge with Robo-Advisors
Episode 55: Being Frugal: The Crux of Financial Happiness
Episode 57: A Masterclass in Business: Money Philosophy with Barry Ritholtz
Episode 58: The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities
Episode 64: Back to the Basics: Dividends and Explaining Factors to Benjamin’s Mom
Index Fund Investing: Truth or Dare?
Saving Your Retirement: Dangers that could drain your investment account
Episode 289: Retiring Retirement Income Myths with the Retirement Income Dream Team
Episode 276 – Darin Soat: The Problem with Finfluencers, and Why it Won’t Get Better Anytime Soon
High-Income Professionals: Is an Individual Pension Plan Right for you?
When Should High-Income Professionals Incorporate?
RESP Myth: Offsetting Receipts
Episode 265: 5% HISA… for the Long-run? (Plus Stoicism with Michael Tremblay)
CPP Explained
The Case for Selling Your Home Before You Buy the Next One
Buying a New Home and Renting Your Old One: Don’t Make This Mistake
Episode 254 – David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income
ESG has too much momentum to be stopped by an off year or partisan politics
Look beyond the headlines: Patience is the key to building wealth
Why worry about whether we’re in another speculative bubble?
Should you be worried about high inflation?
A Dollar Saved is $2.43 Earned
A safe retirement withdrawal rate? Here’s a better approach.
Student Loan Debt Repayment Case
What Are Stock Options (and How Do They Work)?
Payroll Taxes and Taxable Benefits
How Much will you spend in retirement? Determining Your Replacement Ratio
Breaking Up With Your Advisor
How I Turned a Car Accident into a Better Credit Score
RRSP Deduction Limit vs. Contribution Room
Withdrawing from the RRSP – How and Why?
Withdrawing Money from the RRSP through the Lifelong Learning Plan
What You Need To Know About Debt
Where should my Investments Go: RRSP or TFSA?
What is a TFSA?
How Much Do You Need to Retire?
What Should I Spend Each Month?
How to Build an Emergency Fund
5 Ways to Pay for Post-Secondary Education
4 Ways to Save for your Child’s Post-Secondary Education
Everything You Need to Know About RESPs
Using Budgeting & Tracking Your Spending to Make Informed Decisions
Ebook: A Better Way to Fund Your Retirement
Year End Financial Tips
Life Insurance for Millennials
Term vs. Permanent Life Insurance
Critical Illness Insurance
Intro to Retirement Planning for Millennials
RESP: Will it Be Enough?
Episode 240 – Prof. Eric J. Johnson: Choice Architecture and Financial Decisions
Happily Unmarried: Important considerations for Common Law couples in Québec
Are you choosing between a fixed and variable mortgage? Here’s the wrong answer
Episode 235: Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson)
Episode 234 – Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance
Episode 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi)
Lessons from this fall’s market rebound
Episode 229: The 2% (!?) Rule for Retirement Spending
How to give generously and save on your taxes
Episode 227: Who Should Invest in (Cap Weighted) Index Funds?
Episode 50: Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs
Episode 3 – Amazon Eating the Stock Market
Episode 6 – Asset Location
Episode 109: Understanding the Fed’s Money Printer, and Lessons from the Crisis
Episode 7: Buying Weed
Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020
Episode 142: What is Financial Advice?
Episode 93: Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk
Episode 85: Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley Williams
Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis
Episode 118: The Psychology of Investing — Bounded Rationality with Victor Ricciardi
Understanding Crypto 9 – Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
Episode 224 – Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills
Episode 221: Permanent Life Insurance
Timing interest rates is no easier than timing the stock market
Understanding Crypto 10 – Prof. Hilary Allen: DeFi: Shadow Banking 2.0?
Episode 211: Stocks for the Long Run…? (plus Reading Habits w/ Mark Sutcliffe)
Episode 203: S*** (Misguided) Financial Advisors Say
Investing in the environment: Discussing sustainable finance with Alyson Slater
Episode 197: The Immortality of Bonds
Should you act now to avoid higher capital gains taxes?
Market review: In a turbulent year, your PWL portfolio has performed very well!
Episode 178: Are Inflation Concerns Inflated?
Mid-year review: Things are looking up
Episode 172: Is the debate over renting vs. buying a home really over? Featuring Rob Carrick
Quarterly review: The rebound takes its first pause
Episode 170: Are Homeowners Happier than Renters?
Should I defer my CPP or QPP?
Episode 165 – Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning
Episode 164 – Comprehensive Overview: The 4% Rule
Episode 162: How to Select a (Good) Financial Advisor
Episode 158: Loss Harvesting and the Myth of Tax Alpha
Episode 155 – Don Ezra: Planning for Life After Full Time Work
Rational Reminder Episode 154 – Renting vs. Buying a Home: How to Decide
Episode 152: Evaluating Systematic Equity Strategies
Episode 150: The Ultimate Inflation Hedge
Bitcoin buyers are gambling, not investing
Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents
Investing in Technological Revolutions
Episode 126 – Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy – How Financial Pros Invest
When it comes to life insurance, you really can have too much of a good thing
Episode 119: The Stock Market vs. Elections, and Incentives in Financial Planning
Episode 113 – Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio
Episode 104 – Fred Vettese: A Complete Guide to Retirement Income
Episode 99: Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy)
Market Crashes (Is This Time Different?)
Episode 89 – Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau.
Episode 88: Market Drops, Biological Age, and FIRE any Time
Will Ottawa’s annuity plan give retirees the peace of mind they need?
3 Caveats to Consider About Investing in IPOs
Episode 81 – Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson
Episode 80: A Planning Checklist, Portfolio Concentration, and Leverage
Episode 76 – Over the Horizon: Forecasting Tips on Expected Returns, Property Cap Rates, and Capital Leveraging.
Episode 74: Playing with FIRE, Having a Belief System, and Term Life Insurance
Episode 73: The Loonie Doctor: Finance for Physicians: Personal Finance for High Income Earners
Is Investing Risky? Yes … and No
Episode 70: Fee-only Financial Planning, Home Country Bias, and Big RRSPs
Episode 68: Listener Questions and Re-Framing Risk
Are You Ready for a Recession?
Episode 67 – Jill Schlesinger: The Pursuit of Finances and Fun
Episode 65: Dr. Wendall Mascarenhas: Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession.
Episode 62 -The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More!
Withdrawing from your RESP
Episode 42: IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth
Episode 59: Alexandra Macqueen: Financial Economics and Annuities: Rational Planning for Retirement
Episode 53: Preet Banerjee: The Real Value of Financial Advice: An Empirical Perspective
Is saving 10% of your income enough for retirement?
Episode 47: The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme.
Rent or Own Your Home? A Handy 5% Rule
Free eBook: Responsible Investing: Putting Your Money Where Your Values Are
Handling Money (and Taxes) with a Side Hustle or Self-Employment
How to Calculate Your Life Insurance Needs
When should I draw my QPP and OAS?
Episode 32 – Active or Passive Management: The Behavioural Explanations of Factors
Episode 30: The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe
3 Ways to Protect Yourself From Market Fluctuations
Prescribed Annuity Income for a US Citizen in Canada
Episode 23 – The Basic Rules of Purchasing Insurance: What, Why, When and How Much!
Should You Invest or Pay Off Your Mortgage?
RESP Grants (Canada Education Savings Grants)
Portfolio Asset Allocation: Good, Better and Best Practices
The business difference between product and advice
Episode 12 – Living through the financial crisis
Life Insurance: Who Needs It?
The 4% Rule for Retirement: The Trick Is in the Timing
Why Is It So Hard To Beat the Market?
FIRE? Here’s Why The 4% Spending Rule Does Not Apply to You
The TFSA Is a Give-away, But It’s Not a Toy
Housing: The Best Investment in History (On Paper)
Debunking Canadian Dividends for Taxable Investors
Episode 5: Rethinking Mortgage Debt
Busting some of the myths that surround RESPs
Buying a car
Creating a Trust Sandwich
Why You Need an Emergency Fund & How Much You Should Set Aside
Newsflash: Market Gurus Are Guessing
Should I borrow to invest? Part 2
De facto unions and how they affect your finances
The Case for Renting a Home – Part 2
Is Your High-Priced Advisor Any Wiser Than You?
The Case for Renting a Home – Part 1
Leaving a Job with a Defined Contribution Pension Plan
Switching Employers
Financial Housekeeping
The Case for Renting
Does Hiking Interest Rates Damage Your Wealth?
