Viewing posts in: Education

Apr 21, 2021 Behavioral Finance, Covid - 19 and Cancer with Kerry Taylor a.k.a Squawkfox

by Canadian MoneySaver

In this episode, Ellen Roseman chats with Kerry Taylor a.k.a Squawkfox, speaker, blogger and podcaster about behavioural finance, covid and whether her views about money have changed after her battle with cancer. They also chat about dynamic pricing, algorithm and loss aversion.

The MoneySaver Podcast

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Mar 19, 2021 Lessons on how to pick stocks by a seasoned independent analyst

by Canadian MoneySaver

Peter Hodson, Chartered Financial Analytst and founder of www.5i Research.ca, and Ellen Roseman discuss various lessons that he learned over his 30 or 40 years in the stock market. They also discuss stocks like Constellation Software, GoEasy, Knight Therapeutics, Boyd Auto Services, Bitcoin and Do It Yourself Investing.

The MoneySaver Podcast

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Jan 12, 2021 Planning for Retirement - Unconventionally!

by Canadian MoneySaver

In this episode, Ellen Roseman speaks with Fred Vettese, Actuary and Author of Retirement Income for Life: Getting More Without Saving More (Second Edition) about his contrarian view of Canadian retirement strategies, including delaying CPP and decumulation of assets.

MoneySaver Podcast

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Jul 10, 2020 D-I-Y Investing with Dan Hallett, CFA, CFP

by Canadian MoneySaver

Ellen Roseman talks to Dan Hallett, CFA, CFP, Vice President, Research and Principal at Highview Financial Group about fiduciary duty, how to find an advisor, mutual funds, exchange traded funds and do-it-yourself investing.

The MoneySaver Podcast with Ellen Roseman/Dan Hallett

 

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Jun 12, 2020 Making Ends Meet During Covid-19.

by Canadian MoneySaver

Ellen Roseman chats with Stephen Weyman from howtosavemoney.ca on ways to make ends meet during Covid-19. They discuss government programs, payment deferrals on loans and credit cards, saving on usual monthly expenses like utilities, creating an emergency fund and his three best tips for financial success.

The MoneySaver Podcast with Stephen Weyman

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Apr 29, 2020 Personal and Business Benefits Explained due to Covid-19

by Canadian MoneySaver

Have you been affected by the Covid -19 pandemic?  Janet Gray, Certified Financial Planner, and Ellen Roseman discuss the different benefits that are available to Canadians and Canadian businesses rolled out by the Government of Canada.  They discuss the Canadian Emergency Response Benefit, Canada Emergency Business Account and a host of other benefits that are available.

The MoneySaver Podcast with Janet Gray

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Jan 08, 2020 Advice-Only Financial Planner Puts Clients First by Selling Advice only, No Products.

by Canadian MoneySaver

In this episode of the MoneySaver Podcast, Ellen Roseman chats with Sandi Martin, Certified Financial Planner, from Springplans.ca about fiduciary duty, advice-only financial planners, and putting the needs of the client before product.

The MoneySaver Podcast

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Nov 01, 2019 Women and Investing

by Canadian MoneySaver

In this episode of the MoneySaver Podcast, Ellen Roseman, Rita Sylvan, Barbara Stewart, Paulette Filion and Judy Paradis discuss the need for women to finance their longer lifespans, the problems women have finding a financial advisor they can trust and the types of products and services that suit women investors, are women risk adverse or risk aware, confidence - perception that they don't have enough money even if they do, the financial realities of being a woman among other topics.

The MoneySaver Podcast

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Oct 01, 2019 Say Good-bye to Paying High Investment Fees

by Canadian MoneySaver

In the 23rd edition of the MoneySaver Podcast, Ellen Roseman chats with Dale Roberts, blogger behind the Cut The Crap Investing!  In this episode we chat about robo-advisors, all-in-one ETF portfolios and Dale gives us his three best money tips that he has found useful in his life.

Dale Roberts

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Jun 10, 2019 Exchange Traded Funds (ETFs) - What You Need To Know with Dan Bortolotti

by Canadian MoneySaver

In episode #22 of the MoneySaver Podcast, we chat with Dan Bortolotti, blogger, financial planner and podcast host of the Canadian Couch Potato about exchange traded funds (ETFs), index investing, passive vs active investing and all-in-one ETFs.

 

Ellen Roseman and Lana Sanichar

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