Send us Fan Mail 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...
Jan 18, 2022
46 min
Send us Fan Mail 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 ad...
Dec 10, 2021
31 min
Send us Fan Mail 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 h...
Dec 7, 2021
50 min
Send us Fan Mail 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....
Oct 30, 2021
54 min
Send us Fan Mail 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 ...
Oct 9, 2021
49 min
Send us Fan Mail Welcome to the 100th and final episode, at least for a while, of Mostly Money. I wanted to have a special guest for this send off show, and I don’t think I can top who offered to help me out. You know when people say, our next guest needs no introduction? That is actually true in this case. He is a Canadian icon. A broadcasting legend. This guy walks into a room and time stops. And let me tell you, it really is an honour that the one and only Peter Mansbridge is my spe...
Jul 19, 2021
56 min
Send us Fan Mail Cait Flanders is back. Previously my guest on episode 63 in March of 2018, she is the author of Wall Street Journal bestseller, THE YEAR OF LESS. Described by Vogue magazine as “a fascinating look into a living experiment that we can all learn from,” it has been translated into 10 languages, and sold more than 190,000 copies. Her new book, ADVENTURES IN OPTING OUT, is a field guide to opting out of expectations, changing paths, and leading a more intentional life. C...
Jun 29, 2021
48 min
Send us Fan Mail You’ve likely heard terms like ESG investing, sustainable investing, impact investing, socially responsible investing and others. But are they all the same? Today’s guest is the head of ESG at Research Affiliates. And we’re going to tackle some important questions: Does ESG lead to better returns for investors? If you don’t invest in ESG tilted portfolios, are you against the environment, or social and governance goals? Who determines whether a portfolio...
Jun 13, 2021
53 min
Send us Fan Mail What explains the meteoric rise in Canadian home prices off of a backdrop of 3 million jobs initially lost back in early 2020 with many businesses forced to be shut down and with lockdown, after lockdown? Well if there’s one person who can help answer that question, you know it’s Ben Rabidoux. He’s going to dive deep into a number of factors that, taken together, may help you figure out what’s been happening. Here’s just a sample of the topics we cover in this episode:...
May 31, 2021
56 min
Send us Fan Mail In this episode, you’re going to hear from a psychiatrist on a number of topics directly and tangentially related to finances and financial decision making. Later in the episode we talk about some financial behaviours under acute mental distress, a number of various pathways that lead to hoarding behaviours, and more. But we also discuss the effects of chronic decision fatigue, burnout, and corona insomnia that almost everyone seems to be experiencing. And I need to point out...
May 17, 2021
57 min
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