Millennial Money Canada
Millennial Money Canada
Samuel Lichtman
An educational approach to all things personal finance in Canada. We will go through a range of different guests, hypothetical situations, case studies and deliver top quality financial information to you. This is not intended as investment advice. This podcast is hosted by Sam Lichtman, licensed financial advisor with Portfolio Strategies Corporation. Sam is a Certified Financial Planner in Canada. All investment conversation is meant as general information only and should not be considered personal advice. Always seek professional advice.
Understanding Financial Advisor Designations
Ever wondered what that acronym behind your advisors name meant? Well this episodes goes through the most common financial advisor designations. This podcast is hosted by CFP Sam Lichtman, licensed financial advisor with Portfolio Strategies Corporation and co-founder of Achieve Wealth Management. This podcast is for informational purposes only.
Jan 26, 2022
20 min
Understanding Crypto Currency with Eron from WonderFi
Thanks for listening! If you liked this podcast, be sure to give us a rating on whatever platform you find us on.  On todays episode, we go through the risks of crypto currency, are we in a crypto bubble, will it stick around long term, how should financial advisors treat crypto and much more. Be sure to subscribe to the podcast for updates on our next episode.  As promised, here is the link to Eron's Youtube Channel: https://www.youtube.com/channel/UCF2et2T1R5Wx8WMxKnGJ3Ag Reminder, This is not intended as investment advice. This podcast is hosted by Sam Lichtman, licensed financial advisor with Portfolio Strategies Corporation. Sam is a Certified Financial Planner in Canada. All investment conversation is meant as general information only and should not be considered personal advice. Always seek professional advice.
Dec 15, 2021
43 min
Crypto, the NFL and 3 RRSP Myths Debunked
Thanks for listening to the Millennial Money Canada Podcast. This Podcast is hosted by Sam Lichtman. You can learn more about Sam here: https://linktr.ee/samlichtman  Today for our trending topic I discuss Crypto, Odell Beckham Junior, Tom Brady and the recent cryptocurrency rise to THE MOON.   Book Recommendation: Trillions by Robin Wigglesworth  For our financial planning topic I am combatting 3 myths around RRSPs.  Myth number 1: RRSPs are useless due to the tax on the back end.   Myth number 2: RRSPs are not as useful as a TFSA  Myth number 3: I can't save much so I am not going to use an RRSP  Link to CPA Canada Source: https://www.cpacanada.ca/en/news/canada/2019-02-05-rrsp-myths  Link to Jamie Golombek: https://www.cibc.com/content/dam/personal_banking/advice_centre/tax-savings/rrsp-myths-en.pdf  Link to Gen Z Survey on Fortune: https://fortune.com/2021/11/18/gen-z-adults-us-millionaires-crypto-investing/ Link to OBJ Article on Crypto: https://www.bloomberg.com/news/articles/2021-11-22/football-star-odell-beckham-jr-to-take-new-salary-in-bitcoin  This is not intended as investment advice, just informational. This is not a solicitation to purchase investments. You should talk to a professional before acting on any financial advice received online.
Dec 15, 2021
31 min