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Latest Episodes
Episode 8
•
May 10, 2023
008 - Asset Allocation and your Investments – what you need to know
Getting your asset allocation right when you’re investing is the most important aspect for long term success. Find out more about asset classes, allocation...
00:50:20
Episode 7
•
March 21, 2023
007 - Financial tips for new immigrants to Canada
Moving countries could be a daunting tasks, on top of that there is a whole checklist of items that you need to consider and...
01:00:37
Episode 6
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August 05, 2022
006 - Exchange Traded Funds – what they are & why you need them
If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for...
00:22:55
Episode 5
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June 13, 2022
005 - Leaving a legacy – the practical steps you can’t avoid
In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli,...
00:30:33
Episode 4
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May 19, 2022
004 - Your investment portfolio – Do It Yourself or get a Pro involved?
We’re simplifying the types of investment portfolios, and how you (or a fund manager) can best manage them to reach your financial goals. Jamie...
00:43:16
Episode 3
•
April 15, 2022
003 - Financial Wellness – a guide to get you there
In this episode we’re sharing some basic principles to kickstart your financial wellness journey and set you up with healthy money habits. Join Daniel...
00:22:26