Posts by Canadian MoneySaver

Thumbnail for Episode #11 - Interview with Rona Birenbaum, Fee for Service Financial Planner

In the 11th edition of the MoneySaver Podcast, we speak with Rona Birenbaum, Certified Financial Planner, from Caring For Clients.  In honour of Financial Planning Week, we discuss financial planning, the process of creating a financial plan, debt, spending and her new tech start-up Viviplan, a new, low-cost financial planning service for Canadians.

 

Thumbnail for Episode #10 - Ryan Modesto, CEO of 5i Research Inc on Portfolio Construction

In the tenth episode of the MoneySaver podcast we chat with Ryan Modesto, CFA and CEO of 5i Research Inc.  We discuss what an investor should take into account when creating a portfolio including assessing risk tolerance, ability to accept risk, debt, ETFs, stocks, mutual funds, TFSAs, RRSPs and fees.

 

Thumbnail for Interview with Doris Belland, author of Protect Your Purse: Shared Lessons for Women

In the ninth episode of the MoneySaver podcast, we chat with Doris Belland, entrepreneur, motivational speaker and author of Protect Your Purse: Shared Lessons for Women about steps that a woman can take to secure herself in the even of divorce or even the death of a spouse.  We also chat about her women's money group and how she overcame $400 000 of debt after the death of her first husband.

 

Thumbnail for Interview with Tea Nicola from Wealthbar, a Robo-Advisor.

In the eighth episode of the MoneySaver Podcast, we talk to Tea Nicola, CEO of Wealthbar, a robo-advisor.  We talk about robo-advisors, women in the boardroom, investing advice and Nicola Wealth Management funds.

 

 

 

Thumbnail for Interview with John De Goey on Financial Advisors, Embedded Compensations, ETFs and His three best tips to manage their portfolios.

In the seventh edition of the MoneySaver Podcast, we chat with John De Goey, Portfolio Manager, Author of four books, Canadian MoneySaver contributor and frequent Business News Network.  We talk about embedded compensations, regulatory reform, ETFs and portfolio management.

 

Thumbnail for Interview with Bridget Casey from Money After Graduation on debt, saving and investing.

In episode six, Ellen chats with Bridget Casey, creator of the blog Money After Graduation

They discuss the debt snowball, debt avalanche and the debt snowflake methods of clearing up debt, investing as well as the overall financial health of millennials in Canada.

Thumbnail for Interview with Kelley Keehn on Consumer Confidence, Consumer Protection and Personal Finance

In the fifth episode of The MoneySaver Podcast, we speak to Kelley Keehn, award-winning author, media personality and personal finance educator. We discuss two of her books, She Inc and The Women's Guide to Money, instilling confidence in men and women, consumer protection, where/how to we begin the journey of personal finance.