In his new book, Balance, Andrew Hallam not only explains evidence-based strategies for providing the best odds of success in the stock market, he provides a lot more than that.  The book helps you answer other important questions: How can we boost longevity, wealth and happiness? When it comes to spending, what sorts of purchases really enhance happiness? And yes, some material purchases do! How should we define success? And based on that definition, how can your children be successful? Buy the book here (Affiliate link) Andrew Hallam is the international best-selling author of Mi ..read more

Robin Taub returns to talk about her latest book, The Wisest Investment: Teaching your kids to be responsible, independent and money-smart for life. We chat about the common concerns parents bring up with Robin with respect to money and the financial decision making skills they want to empower their children with. We then dive into what parents can expect to learn from this quick, strategy-filled guide that includes chapters and tactics for children of all ages. To take advantage of Robin's special offer (mentioned at the end of the podcast), you can email her directly at books@robintaub.com ..read more

I’m joined by Erica Alini to talk about her new book: Money Like You Mean It - Personal Finance Tactics for the REAL world. Erica is the personal finance reporter at Global News, where she writes about all things personal finance, business, and economics. She’s also the author of Money123, a popular weekly newsletter on money matters. Her writing has also appeared in the Wall Street Journal, Maclean’s and the Globe and Mail, among others. You can also follow her on twitter here.  ..read more

Dan Bortolotti is the creator of the Canadian Couch Potato blog, and host of the (soon to be resurrected?) Canadian Couch Potato podcast. He is THE authority on index investing in Canada and has just written a new book, Reboot Your Portfolio (Amazon affiliate link). Dan joined me to explain what the book promises readers, and to discuss his journey from before knowing anything about investing himself, to becoming the writer behind the incredibly popular CanadianCouchPotato.com blog, and then eventually becoming a portfolio manager and financial planner. We cover a range of topics in this int ..read more

This episode is sponsored by BMO ETFs #ad I speak with Kevin Prins from BMO Global Asset Management about how ETFs can be used for building and improving almost any investor's portfolio. Specific topics covered: What are asset allocation ETFs? ETF issuers have large voting rights - how do they vote at AGMs for all the companies' stocks that they hold on behalf of investors? For people who do not subscribe to the philosophy of a couch potato portfolio, how can they still use ETFs? And more... To learn more about BMO ETFs full suite of offerings visit https://bit.ly/3mA0Nbs To learn more ab ..read more

Cait Flanders is back. Previously my guest on episode 63 in March of 2018, she is the author of Wall Street Journal bestseller, THE YEAR OF LESS. Described by Vogue magazine as “a fascinating look into a living experiment that we can all learn from,” it has been translated into 10 languages, and sold more than 190,000 copies. Her new book, ADVENTURES IN OPTING OUT, is a field guide to opting out of expectations, changing paths, and leading a more intentional life.  Cait joins me again to talk about how her life has changed since writing her first best selling book, and explains what her ..read more

You’ve likely heard terms like ESG investing, sustainable investing, impact investing, socially responsible investing and others. But are they all the same? Today’s guest is the head of ESG at Research Affiliates. And we’re going to tackle some important questions:  Does ESG lead to better returns for investors?  If you don’t invest in ESG tilted portfolios, are you against the environment,  or social and governance goals?  Who determines whether a portfolio or investment is ESG compliant?  Is it too subjective?  All that and much more on this episode of Mostly ..read more

In this episode, you’re going to hear from a psychiatrist on a number of topics directly and tangentially related to finances and financial decision making. Later in the episode we talk about some financial behaviours under acute mental distress, a number of various pathways that lead to hoarding behaviours, and more. But we also discuss the effects of chronic decision fatigue, burnout, and corona insomnia that almost everyone seems to be experiencing. And I need to point out that today’s guest, Dr. Ajmal Razmy is one of my very best friends. We studied neuroscience together during our undergr ..read more

Some people love car shopping… Others dread it. But like any industry, technological advancements have changed the landscape. When trading in an old vehicle, it used to be hard to really know what a good price might be. But for years now, you could look up comparable cars on the market, controlling for trim level, mileage, condition, and more. Some online services tell you what the dealer’s costs might be for a new car to help you negotiate with more confidence. But many people just don’t like to negotiate, and at the same time they certainly don’t want to feel like they are leaving money on t ..read more

Darin Diehl has a long history of working in the financial services as an educator and marketer. But in late 2019, he was laid off from his job. Then, in early 2020, he had a heart attack. While being diagnosed and treated for that, doctors also found out that he had advanced lung cancer. Darin thought it would be helpful to share his story, not only from a health perspective, but from a financial and emotional perspective. From what emergency funds they had in place, benefits coverage and insurance, and how his medication for lung cancer has a price tag of $130,000 per year (and he explains h ..read more