Results for "ellen roseman"
We chat with Shannon Lee Simmons, CFP and author of Living Debt-Free about how she accumulated over $9000 worth of debt in a fourteen month period and how guilt, shame and regret took over as a result.
In the 12th edition of the MoneySaver Podcast, Ellen Roseman chats with Colin Ritchie from colinsritchie.com and Canadian MoneySaver contributor about grandparents funding RESPs, TFSA or RRSP, The Smith Manoever, taxation, Wills and Powers of Attorney as well as his tips for a successful financial career.
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.
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.
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.
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.
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.
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.
In the fourth episode of the MoneySaver Podcast, we speak with Rob Carrick, personal finance columnist for the Globe and Mail. We talk about Boomers, Millenials, your home as an investment, car loans, Robo Advisors and a variety of other personal finance topics.