Viewing posts in: Investing

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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Mar 18, 2020 Tips and Tricks for Saving Your Money

by Canadian MoneySaver

Ellen Roseman chats with Gordon Stein about his book The Cashflow Cookbook.  They discuss simple ways to save money and reduce debt without sacrificing lifestyle. They touch on cell phones, clothing, car washes, paying down debt, the idea of wealth, your net worth, saving and investing and many other topics.

The MoneySaver Podcast

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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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Dec 16, 2019 Women and Investing Part #2

by Canadian MoneySaver

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, and the financial realities of being a woman. Audience Questions and Answer section.

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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Apr 11, 2019 Sustainable Investing - Investing With Your Values In Mind

by Canadian MoneySaver

In this episode of The MoneySaver Podcast, Ellen Roseman chats with Tim Nash from www.sustainableeconomist.com about sustainable investing for those investors who want to align their investing style with their values.

The MoneySaver Podcast

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