Mostly Money
Preet Banerjee
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Top 10 Mostly Money Episodes
Goodpods has curated a list of the 10 best Mostly Money episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Mostly Money for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Mostly Money episode by adding your comments to the episode page.
08/08/19 • 58 min
John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto.
You can learn more about John and his book at https://standup.today/
68: 'The Value of Simple' in Investing
Mostly Money
12/06/18 • 59 min
John Robertson is on a mission to help Canadians learn how to invest. He has a popular book and online course that lays out the step-by-step process of how to actually get started with a variety of investing service providers like robo-advisors, discount brokerages, and more. You can check out his site here: http://www.valueofsimple.ca/
59: Economics 101 with Luke Kawa
Mostly Money
07/04/17 • 62 min
54: How to market to financial consumers
Mostly Money
02/10/17 • 55 min
12/10/21 • 31 min
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 advantage of Robin's special offer (mentioned at the end of the podcast), you can email her directly at [email protected].
LINKS
Buy the book: Amazon affiliate link
Robin's website: https://robintaub.com/
Book website: https://www.thewisestinvestment.com/
12/07/21 • 50 min
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 here.
10/30/21 • 54 min
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.com blog, and then eventually becoming a portfolio manager and financial planner.
We cover a range of topics in this interview, including:
-Dan's thoughts on how cryptocurrencies fit into a portfolio
-Why investing doesn't have to be time-consuming or exciting
-The rationale behind the couch potato method
-How you can reboot your portfolio whether you have $1,000 or $1 million
-and more
Links:
Buy the book: Reboot your portfolio (Amazon affiliate link)
CanadianCouchPotato.com blog
Canadian Couch Potato podcast
Dan's advisor website at PWL Capital Toronto
101: Using exchange-traded funds to build or improve portfolios with Kevin Prins from BMO ETFs
Mostly Money
10/09/21 • 49 min
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 ETFs?
- And more...
To learn more about BMO ETFs full suite of offerings visit https://bit.ly/3mA0Nbs
To learn more about BMO Asset Allocation ETFs visit https://bit.ly/3Angdok
Specific resources mentioned in the episode:
BMO Global Asset Management's responsible investment review: https://www.bmogam.com/uploads/2021/09/e704ba9fcbadb851004de49131e2a42f/ri_annual_review_canada_en.pdf
Asset Allocation 101: https://bmogamhub.com/system/files/asset_allocation_index_etfs_whitepaper-_direct_channel.pdf?file=1&type=node&id=107518
ETF Tools/Screeners/Proposal builders: https://www.bmogam.com/ca-en/investors/learning-centre/etf-investing-basics/etf-tools-and-resources/
06/29/21 • 48 min
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.
Cait joins me again to talk about how her life has changed since writing her first best selling book, and explains what her newest book is all about.
Instagram: @caitflanders
Website: CaitFlanders.com
92: Darin Diehl's story about getting laid off, having a heart attack, and getting cancer
Mostly Money
03/16/21 • 58 min
Darin Diehl has a long history of working in the financial services as an educator and marketer. But in late 2019, he was laid off from his job. Then, in early 2020, he had a heart attack. While being diagnosed and treated for that, doctors also found out that he had advanced lung cancer. Darin thought it would be helpful to share his story, not only from a health perspective, but from a financial and emotional perspective. From what emergency funds they had in place, benefits coverage and insurance, and how his medication for lung cancer has a price tag of $130,000 per year (and he explains how those costs are subsidized).
With a recent positive assessment, he now has another set of unique financial considerations: what is the balance to be found between spending more aggressively now in case his life expectancy is much shorter than his financial plan called for, versus what if he has more runway than the doctors originally predicted?
Darin is sharing his story because his passion for financial education hasn't dwindled. There are many lessons and thought provoking subjects we touch on in this episode.
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FAQ
How many episodes does Mostly Money have?
Mostly Money currently has 61 episodes available.
What topics does Mostly Money cover?
The podcast is about Financial Planning, Fintech, Gen Z, Canada, Investing, Personal Finance, Money, Podcasts, Financial Advice, Finance, Millennial, Self-Improvement, Education and Business.
What is the most popular episode on Mostly Money?
The episode title '104: Robin Taub on how to teach your children about money' is the most popular.
What is the average episode length on Mostly Money?
The average episode length on Mostly Money is 51 minutes.
How often are episodes of Mostly Money released?
Episodes of Mostly Money are typically released every 25 days.
When was the first episode of Mostly Money?
The first episode of Mostly Money was released on Mar 22, 2016.
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