Podcasts

44. Factor Investing Part 1: Introducing Factors, Market Beta Premium, and Small Cap Premium

Published: March 22, 2021, 5:58 p.m.
Duration: 33 minutes 30 seconds

Listed in: Business

43. 8 Great Behavioral Investing Mistakes

Published: March 12, 2021, 2:10 p.m.
Duration: 24 minutes 32 seconds

Listed in: Business

42. How Much Stock Should I Own If I'm Saving for a Fixed Spending Goal?

Published: Feb. 24, 2021, 6:20 p.m.
Duration: 12 minutes 52 seconds

Listed in: Business

41. What Accounts Can My Teenager Use to Start Investing?

Published: Feb. 22, 2021, 6:43 p.m.
Duration: 17 minutes 7 seconds

Listed in: Business

40. Safe Savings Rates

Published: Feb. 5, 2021, 8:46 p.m.
Duration: 21 minutes 26 seconds

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39. The Not-So-Great Ways to Manage Joint Accounts with Aging Parents

Published: Jan. 29, 2021, 5:24 p.m.
Duration: 10 minutes 43 seconds

Listed in: Business

38. How Do I Finance A Cottage?

Published: Jan. 25, 2021, 2:31 p.m.
Duration: 11 minutes 20 seconds

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37. Powers of Attorney and Family Considerations with Jason Allan

Published: Jan. 20, 2021, 2:53 p.m.
Duration: 30 minutes 3 seconds

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36. A Look Back at 2020 and 2 Big Lessons for Investors

Published: Jan. 11, 2021, 7:24 p.m.
Duration: 17 minutes 41 seconds

Listed in: Business

35. Mortgage Decisions with Nino Notarandrea

Published: Dec. 28, 2020, 4:37 p.m.
Duration: 30 minutes 4 seconds

Listed in: Business

34. Re-thinking Dividend Paying Stocks for Retirement Income & Mark's Top 5 Holiday Movies

Published: Dec. 14, 2020, 6:14 p.m.
Duration: 24 minutes 32 seconds

Listed in: Business

33. Tax Moves for Year End and Thinking About The Impact of Higher Taxes for Retirees

Published: Nov. 30, 2020, 5:40 p.m.
Duration: 21 minutes 3 seconds

Listed in: Business

32. Vaccine News and Value Stocks & How Do I Set Retirement Goals?

Published: Nov. 16, 2020, 4:42 p.m.
Duration: 19 minutes 38 seconds

Listed in: Business

31. The 5.5% Rule?! And, The Death of Value Investing?

Published: Nov. 2, 2020, 8:39 p.m.
Duration: 23 minutes 30 seconds

Listed in: Business

REPLAY (new Episodes resume in 2 weeks) - Pay Down My Mortgage or Invest? Questions for the Prospective Retiree

Published: Oct. 20, 2020, 1:07 p.m.
Duration: 16 minutes 18 seconds

Listed in: Business

REPLAY - Victory Lap Retirement

Published: Oct. 6, 2020, 1:49 p.m.
Duration: 21 minutes 25 seconds

Listed in: Business

30. Should I Just Buy Big Tech Stocks? And, Should I hold my life insurance in retirement?

Published: Sept. 21, 2020, 5:09 p.m.
Duration: 21 minutes 54 seconds

Listed in: Business

29. Should I still hold bonds? And, Charitable Giving for retirees

Published: Sept. 7, 2020, 3:58 p.m.
Duration: 22 minutes 41 seconds

Listed in: Business

28. Is Gold a Great Investment for Retirement? And, How to reduce taxes and probate for my estate

Published: Aug. 24, 2020, 4:31 p.m.
Duration: 19 minutes 18 seconds

Listed in: Business

27. Trusts for Retirees - They aren't just for the rich and famous

Published: Aug. 10, 2020, 8:09 p.m.
Duration: 18 minutes 2 seconds

Listed in: Business

25. Estate Planning - Getting Organized

Published: July 13, 2020, 4:16 p.m.
Duration: 15 minutes 2 seconds

Listed in: Business

24. Financial Media - Friend or Foe? & Announcements for Retire Me

Published: June 29, 2020, 6:15 p.m.
Duration: 15 minutes 47 seconds

Listed in: Business

23. Thinking Through What to Do With My Employee Stock Options

Published: June 22, 2020, 6:13 p.m.
Duration: 16 minutes 42 seconds

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22. Income Splitting (SPLITS) and International Investing

Published: June 15, 2020, 3:11 p.m.
Duration: 17 minutes 8 seconds

Listed in: Business

21. Preparing for a Possible Layoff & Introducing Factor Investing

Published: June 8, 2020, 8:57 p.m.
Duration: 23 minutes 42 seconds

Listed in: Business

20. What is my real tolerance for fluctuation?

Published: June 1, 2020, 3:50 p.m.
Duration: 21 minutes 10 seconds

Listed in: Business

19. 3 Ways The Coronavirus Could Change the Way We Think About Retirement

Published: May 25, 2020, 2:52 p.m.
Duration: 14 minutes 42 seconds

Listed in: Business

17. Elements of a Successful Retirement & Efficient Markets

Published: May 11, 2020, 4:23 p.m.
Duration: 18 minutes 2 seconds

Listed in: Business

16. Why the Economy and Your Portfolio Aren't in Sync

Published: May 4, 2020, 4:58 p.m.
Duration: 11 minutes 36 seconds

Listed in: Business

15. Pay Down My Mortgage or Invest? Questions for the Prospective Retiree

Published: April 27, 2020, 5:24 p.m.
Duration: 16 minutes 18 seconds

Listed in: Business

14. Downsizing In Retirement - Pros, Cons, and Considerations

Published: April 20, 2020, 9:27 p.m.
Duration: 11 minutes 1 second

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13. Spring Cleaning for Your Estate Plan

Published: April 13, 2020, 5 p.m.
Duration: 11 minutes 26 seconds

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12. Can I Still Retire? Portfolio Triage for an About-To-Retire Couple

Published: April 6, 2020, 8:14 p.m.
Duration: 21 minutes 20 seconds

Listed in: Business

11. Things Retirees Can Do Proactively in Response to the Market Downturn

Published: March 30, 2020, 4:31 p.m.
Duration: 22 minutes 9 seconds

Listed in: Business

10. Helping Your Kids Buy a Home & Impact of Simulus Plan on Retirees

Published: March 23, 2020, 7:27 p.m.
Duration: 27 minutes 46 seconds

Listed in: Business

9. This Too Shall Pass - Bear Markets and the 60/40 Portfolio after a Crisis

Published: March 18, 2020, 3 p.m.
Duration: 14 minutes 51 seconds

Listed in: Business

8. Coronavirus in perspective for a retiree portfolio and 12 reasons to stay optimistic

Published: March 2, 2020, 5:51 p.m.
Duration: 12 minutes 16 seconds

Listed in: Business

7. What does the RRSP Do and Should I Use it Close to Retirement?

Published: Feb. 24, 2020, 8:11 p.m.
Duration: 14 minutes 11 seconds

Listed in: Business

6. Wills - Why Retirement is a Good Time to Update Your Will

Published: Feb. 18, 2020, 6:01 p.m.
Duration: 11 minutes 26 seconds

Listed in: Business

5. How can pension splitting and tax credits reduce my income taxes in retirement?

Published: Feb. 10, 2020, 3:07 p.m.
Duration: 11 minutes 58 seconds

Listed in: Business

4. How Do I Build A Portfolio for Retirement?

Published: Feb. 3, 2020, 10:20 p.m.
Duration: 12 minutes 46 seconds

Listed in: Business

3. When Should I Take CPP?

Published: Jan. 26, 2020, 5:36 p.m.
Duration: 18 minutes 2 seconds

Listed in: Business

2. Building a Retirement Spending Plan

Published: Jan. 17, 2020, 8:05 p.m.
Duration: 12 minutes 30 seconds

Listed in: Business

1. Victory Lap and Introducing Retire Me

Published: Jan. 11, 2020, 1:37 a.m.
Duration: 21 minutes 25 seconds

Listed in: Business