Results for "Retirement"

Thumbnail for Portfolio Strategy

Portfolio strategy is a blueprint which investors use to create their optimal portfolios to achieve their financial goals. The strategy can take various forms for different investors. Some investors might be passive investors, tracking indices and markets, while others might take on a more active approach selecting and picking funds or stocks that match their view. A strategy, ideally, must also define when and how often would an investor rebalance their portfolio, time horizon, liquidity needs, and risk tolerance.

Thumbnail for Planning for Retirement - Unconventionally!

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.

 

Thumbnail for D-I-Y Investing with Dan Hallett, CFA, CFP

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.

 

 

Thumbnail for Tips and Tricks for Saving Your Money

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.

 

Thumbnail for Women and Investing

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.

 

Thumbnail for Say Good-bye to Paying High Investment Fees

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.

 

Thumbnail for Exchange Traded Funds (ETFs) - What You Need To Know with Dan Bortolotti

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.

 

 

Thumbnail for Protecting Seniors from Financial Abuse

In the 19th edition of The MoneySaver Podcast, we talk to elder law specialist Laura Tamblyn Watts on how to protect seniors from financial abuse, including scams and advice on aging gracefully.

 

Thumbnail for Financial Independence Early Retirement or F.I.R.E.

The the 15th episode of the MoneySaver Podcast, we talk to Bob Lai, the blogger behind tawcan.com on the Financial Independence Retire Early or F.I.R.E. He dispels myths to describe how to quit the daily grind and live life (and retirement) the way you want to.

 

Thumbnail for Episode #13 - Interview with Jessica Moorhouse, Millenial Money Expert

In the 13th Episode of the MoneySaver Podcast, we talk with Jessica Moorhouse, host of the Mo'Money Podcast, blogger and millennial expert about the most pressing issues on millennial minds right now.  We touch on topics about home ownership, investing, retirement and side hustles.