POPULARITY
Hosted by Preet Banerjee
3 episodes with Preet Banerjee
3 episodes with Preet Banerjee
5 episodes with Preet Banerjee
2 episodes with Preet Banerjee
4 episodes with Preet Banerjee
4 episodes with Preet Banerjee
2 episodes with Preet Banerjee
2 episodes with Preet Banerjee
Gambling on sports has become a lot more popular in the last few years and with that there have been two recent U.S. studies done to look at the financial impact of expanding sports betting on individuals. Preet Banerjee, a wealth management consultant and personal finance expert, joins us to talk about the study and the piece he wrote about in the Globe & Mail. Check out Preet at preetbanerjee.com and connect on Instagram.
Sports betting is on the rise in Canada. And, for a lot of people, there is more losing than winning. Preet Banerjee, wealth management consultant and personal finance expert, takes us through two U.S. studies looking at the financial impact. Then, a community for retirees to learn and share ideas. Dale Roberts, founder of Cut the Crap Investing, tells us about his Retirement Club. Plus, a conversation with Gay Hendricks, psychologist and best-selling author, about the “Upper Limit Problem” and how it might be holding you back from success when it comes to life and money. To find out more about the guests check out: Preet Banerjee: preetbanerjee.com | Instagram Dale Roberts: cutthecrapinvesting.com | X | Facebook Hendrick's Community: Facebook | Instagram | YouTube Gay Hendricks: bigleappodcast.com | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
In this episode of TEC Canada's Leadership Standard, host Jamie Mason-Cohen invites Dr. Preet Banerjee, a respected Canadian personal finance expert known for his work as a Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com. Prepare for a thoughtful exploration into the hidden psychology of money, offering insights that aim to reshape your financial approach. This discussion goes beyond the typical finance talk, delving into the mental aspects of financial decision-making. Dr. Banerjee draws connections between mental well-being and financial success, urging business leaders to enhance their financial literacy for smarter decision-making in today's dynamic landscape. The episode also addresses the intriguing "buy now, pay later" trend and its implications for both consumers and businesses. Dr. Banerjee introduces Money Gaps, a project that reimagines traditional financial advice, providing practical guidance at a fraction of the usual cost. The episode concludes with a lightning round of rapid-fire finance questions, encouraging you to press play and gain valuable insights for navigating the corporate world more effectively. Don't miss out – tune in now and elevate your financial leadership to new levels! Don't miss the opportunity – press play now! This podcast isn't just another episode; it's a valuable resource for business leaders seeking insightful perspectives, practical strategies, and an extra edge in the fast-paced world of finance. Tune in and enhance your financial leadership skills like never before!
It's hard to believe, but today's episode marks our fifth annual year-in-review episode — where we look back at some of our favourite conversations and takeaways from the past year! If there's one overarching theme that stood out amongst our guests in 2023 it would be the power of purposeful decision-making to impact our future selves. Tuning in, you'll hear our guests' remarkable views on the topic, from the power of regret when it comes to long-term decisions to the ‘hidden partner' that accompanies us in all our decision-making. Another key theme that emerged is how the role of financial advisors is evolving. Key insights include why your financial advisor should collaborate with other advisors, why trust is essential, and how to prepare your children for wealth. We wrap things up with reflective tips on how to identify what your true goals are with a profound lesson on why setting your own scoreboard is essential. Tune in as we share some of our favourite moments from the past year and look back at the incredible guests we've had on the show in 2023! Key Points From This Episode: Our year with the Rational Reminder community: 23 in 23 reading challenge, memorable meetups, live recordings, a shoutout to our community moderators, and more. (0:00:19) Looking back at our conversation with Charles Ellis and Burton Malkiel on why money management is a loser's game and navigating market efficiency. (0:08:42) Pim Van Vliet's insights on the evidence supporting higher expected returns related to certain stock characteristics. (0:16:19) Discussing the relevance (and irrelevance) of dividends and why people tend to view dividends as particularly special, with Professor Samuel Hartzmark. (0:19:42) Our conversation with Will Goetzmann on the value of very long-term data and why historical data is still relevant today. (0:24:58) Nobel laureate, Robert Merton's insights on putting together a long-term asset mix and taking into account your time horizon. (0:32:35) Highlights from our conversation with Professor Francisco Gomes on how asset allocation should (and should not) change over the lifecycle. (0:39:14) Our second interview with David Blanchett on how regret informs our long-term decisions and Daniel Pink's insights on optimizing for future regret. (0:43:58) Hear from Charles Ellis on the most under-appreciated action that every investor should take to be more successful. (0:50:50) Making decisions on personal finance and John Cambell's insights on how household beliefs tend to differ. (0:51:53) Professor Ralph Keeney on why decision-making is the only purposeful way you can influence anything in your life. (0:54:54) Input from Cass Sunstein on the extensive research he's done on decision-making and how acquiring more information can help your decisions. (0:59:25) We hear from Professor Eric Johnson about the ‘hidden partner' that accompanies us when we make decisions and Cass Sunstein explains when we should update our beliefs. (01:03:09) Professor James Choi shares his profound insights on why financial decisions are not always explained by economic theory. (01:10:26) Unpacking the effect of overconfidence on our decision-making with Itzhak Ben-David, along with his key ideas on miscalibration. (01:12:53) Answering the question “How good are we at understanding our future selves?” with Hal Hershfield. (01:17:20) Our conversation with Meir Statman on the third generation of behavioural finance and what that means for decision-making and advice. (01:21:13) Dr. Preet Banerjee's research and insight on the value of having a financial plan. (01:23:48) Talking with YouTuber, Darin Soat, about the struggle to find high-quality financial information online and understanding YouTube as an entertainment-first platform. (01:25:02) Harold Geller on how to determine whether your advisor is properly understanding you and Robert Merton's thoughts on how he views the role of financial advisors. (01:28:27) We hear from Dr. Preet Banerjee on the business of financial advice and how it has changed over time. (01:35:02) Victor Haghani and James White on the topic of intergenerational billionaires and why there are fewer than you might expect. (01:39:21) An update from Rob Carrick on the state of financial planning for the average Canadian in 2023. (01:44:09) Juhani Linnainmaa unpacks the impact of financial advisors on decision-making and the challenges of choosing a financial advisor. (01:48:48) Dr. James Grubman on identifying a financial advisor who understands the importance of Wealth 3.0, why collaboration is key, and how to prepare children for wealth. (01:51:21) A final takeaway from Shane Parrish on taking stock of your year and how to determine what your true goals are. (02:02:28) Links From Today's Episode: Episode 234: Prof. Robert C. Merton — https://rationalreminder.ca/podcast/234 Episode 236: Harold Geller — https://rationalreminder.ca/podcast/236 Episode 238: Prof. Ralph Keeney — https://rationalreminder.ca/podcast/238 Episode 240: Prof. Eric J. Johnson — https://rationalreminder.ca/podcast/240 Episode 244: Charles D. Ellis — https://rationalreminder.ca/podcast/244 Episode 246: Daniel H. Pink — https://rationalreminder.ca/podcast/246 Episode 248: Prof. William Goetzmann — https://rationalreminder.ca/podcast/248 Episode 250: Prof. John Y. Campbell — https://rationalreminder.ca/podcast/250 Episode 252: Prof. Burton Malkiel — https://rationalreminder.ca/podcast/252 Episode 254: David Blanchett — https://rationalreminder.ca/podcast/254 Episode 256: Prof. Hal Hershfield — https://rationalreminder.ca/podcast/256 Episode 258: Prof. Meir Statman — https://rationalreminder.ca/podcast/258 Episode 260: Prof. James Choi — https://rationalreminder.ca/podcast/260 Episode 262: Prof. Francisco Gomes — https://rationalreminder.ca/podcast/262 Episode 264: Pim van Vliet — https://rationalreminder.ca/podcast/264 Episode 266: Prof. Cass Sunstein — https://rationalreminder.ca/podcast/266 Episode 268: Itzhak Ben-David — https://rationalreminder.ca/podcast/268 Episode 269: Preet Banerjee — https://rationalreminder.ca/podcast/269 Episode 270: Victor Haghani and James White — https://rationalreminder.ca/podcast/270 Episode 272: Rob Carrick — https://rationalreminder.ca/podcast/272 Episode 273: Professor Samuel Hartzmark — https://rationalreminder.ca/podcast/273 Episode 275: Live from Future Proof 2023 with Hal Hershfield — https://rationalreminder.ca/podcast/275 Episode 276: Darin Soat — https://rationalreminder.ca/podcast/276 Episode 278: Juhani Linnainmaa — https://rationalreminder.ca/podcast/278 Episode 280: Shane Parrish — https://rationalreminder.ca/podcast/280 Episode 282: James Grubman — Episode 224: Scott Cederberg — https://rationalreminder.ca/podcast/224 Winning the Loser's Game: Timeless Strategies for Successful Investing — https://www.amazon.com/Winning-Losers-Game-Strategies-Successful/dp/1264258461 A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing — https://www.amazon.com/Random-Walk-Down-Wall-Street/dp/0393358380 Your Future Self: How to Make Tomorrow Better Today — https://www.halhershfield.com/yourfutureself A Wealth of Well-Being: A Holistic Approach to Behavioral Finance — https://www.amazon.com/Wealth-Well-Being-Holistic-Approach-Behavioral/dp/1394249675 Strangers in Paradise: How Families Adapt to Wealth Across Generations — https://www.amazon.com/Strangers-Paradise-Families-Wealth-Generations/dp/0615894356 Wealth 3.0: The Future of Family Wealth Advising — https://www.amazon.com/Wealth-3-0-Future-Family-Advising/dp/B0C9SHFSGM Clear Thinking: Turning Ordinary Moments into Extraordinary Results — https://www.amazon.com/Clear-Thinking-Turning-Ordinary-Extraordinary/dp/0593086112 30 Lessons for Living — https://www.karlpillemer.com/books/30-lessons-for-living/ Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://twitter.com/MarkMcGrathCFP
With: Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com Mark McGrath CFP® CIM® CLU® | Financial Planner | Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner BIOs: Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine professional designations, Jason is a recipient of over 30 industry awards in recognition of his outstanding contributions. He has shared his knowledge through authoring over 100 articles, podcasts, and interviews, further solidifying his reputation as a leading figure in the financial planning industry. Preet Banerjee, a former neuroscientist turned finance expert, author, keynote speaker, consult to the wealth management industry and is well-known for his contributions to CBC's The National and The Morning Show on Global. and recently received his doctorate researching the value of financial advice to households. Dr. Meghaan Lurtz is a prominent expert in financial planning psychology, an accomplished educator serving as a Professor of Practice at Kansas State University, and a lecturer at Columbia University, specializing in Financial Psychology. She also holds positions on various financial technology boards that bridge finance and mental health. With her active research and ongoing contributions to the Kitces platform, she explores the connection between money, advice, and well-being. Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine professional designations, Jason is a recipient of over 30 industry awards in recognition of his outstanding contributions. He has shared his knowledge through authoring over 100 articles, podcasts, and interviews, further solidifying his reputation as a leading figure in the financial planning industry. Mark McGrath CFP® CIM® CLU® is an experienced financial expert with over 10 years of experience in the industry. Holding designations such as Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER®, and Chartered Life Underwriter (CLU®), Mark is dedicated to educating and assisting individuals in achieving their financial dreams through evidence-based and comprehensive financial planning. His expertise lies in investment, tax, retirement, and estate planning for small business owners and their families. Aaron Hector, B.COMM., CFP, R.F.P., TEP brings a unique blend of youth and extensive experience in comprehensive wealth management, commencing his career earlier than most. He benefited from 15+ years of mentorship from Russ Doherty and Vic Bryant, each offering distinct expertise. His clients find comfort in his commitment to serving them throughout their careers and retirements. Why Your Should Listen: Our conversation delves into the importance of celebrating financial achievements throughout life, rather than just at retirement. We explore how to infuse moments of financial joy into the journey, embracing the entire experience. We also explore the ever-changing landscape of financial planning and how AI and technology are reshaping the industry, evoking a mix of anticipation and concern. We discuss a future where technology enhances the human journey of financial planning, making it more meaningful and fulfilling. We delve into finding the dynamic balance where technology amplifies,
Prepare to unlock the doors to financial enlightenment as we welcome the esteemed Preet Banerjee to the Professional Insight Podcast. Preet Banerjee is not just a financial expert; he is a beacon of financial wisdom, guiding countless individuals toward a brighter, more secure financial future. In this enriching episode, our host engages in a dynamic conversation with Preet Banerjee, offering listeners an opportunity to tap into his extensive knowledge and experience in the world of personal finance. Renowned for his ability to demystify complex financial concepts, Preet has become a trusted advisor to those seeking to navigate the labyrinth of investments, budgeting, and wealth-building. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we welcome back return guest Preet Banerjee, a renowned speaker, personal finance expert, consultant, and author of Stop Overthinking Your Money. Listeners may remember Preet from his previous appearance on the show back in 2019 when he was first embarking on his doctoral journey. Several years and one pandemic later, Preet has finally made it through the monumental task of completing his dissertation! We spend today's conversation with Preet getting into the fascinating details of his research which interrogates the value of financial advice within households and explores the pressing question of whether it's worth getting it. Preet provides a comprehensive overview of the current state of financial planning and shares his most intriguing findings before unpacking the policy and regulatory recommendations that emerge from his research. The latter part of the show includes our Mark to Market segment with Mark McGrath, where this week, he delivers key insights on retirement savings plans (RSPs) and why he believes RSPs are actually tax-free. You'll also hear our reflection on our past conversation with Colonel Chris Hadfield, paired with a book review of Kevin Kelly's Excellent Advice for Living: Wisdom I Wish I'd Known Earlier. Join us for an expansive episode on the value of financial advice along with timely insights on what truly matters in life! Key Points From This Episode: (0:03:34) Background on today's guest, Preet Banerjee, and the focus of his research: the value of financial advice to households and whether it's worth getting it. (0:06:29) Key problems with past research attempting to demonstrate the value of financial advice (including the portfolio-centric advice model). (0:10:47) A review of the existing literature on the value of financial advice; the gap in the literature that his research is addressing. (0:16:27) How Preet measured holistic wealth scores and comprehensive financial confidence in his research and the dataset he based his research on. (0:21:26) What Preet took into account to determine who were DIY investors within his sample and which advice channels they use. (0:28:27) The study of financial planning, shortcomings within the field, and some of the positive developments in recent years. (0:30:00) Informative takeaways regarding advice channels, investable assets, and having a financial plan. (0:36:30) How Preet approached his data, the progressive regression model he developed, and what it demonstrates about key topics in his research. (0:47:36) How wealth allows you to access better financial advice versus the options available to you if you're in the mass market. (0:49:48) Learn about the policy and regulatory recommendations that emerge from Preet's research. (0:56:04) Preet's advice to listeners and DIY investors and what's next for his research. (01:05:17) Our Mark to Market segment with Mark McGrath and his insights of everything you need to know about retirement savings plans (RSPs). (01:18:02) A recap and review of Episode 266 where we talk with Colonel Chris Hadfield and why it's worth the listen. (01:20:39) Hear our review of the book, Excellent Advice for Living: Wisdom I Wish I'd Known Earlier by Kevin Kelly. (01:25:34) Our after-show section; Find out what we have coming up and how to attend our upcoming meet and greet. Join our live event “Finding and Funding a Good Life”: https://us06web.zoom.us/webinar/register/8516942588679/WN_gv6EVyCCRpaXCrnWAZUrLA Links From Today's Episode: Preet Banerjee — https://www.preetbanerjee.com/ Preet Banerjee on LinkedIn — https://www.linkedin.com/in/preetbanerjee/ Preet Banerjee on X — https://twitter.com/preetbanerjee Preet Banerjee on YouTube — https://www.youtube.com/c/preetbanerjee Preet Banerjee at The Globe and Mail — https://www.theglobeandmail.com/authors/preet-banerjee/ Episode 53: Preet Banerjee — https://rationalreminder.ca/podcast/53 Episode 226: Colonel Chris Hadfield — https://rationalreminder.ca/podcast/226 Excellent Advice for Living: Wisdom I Wish I'd Known Earlier — https://www.amazon.com/Excellent-Advice-Living-Wisdom-Earlier/dp/0593654528 Episode 232: Dr. Annamaria Lusardi — https://rationalreminder.ca/podcast/232 Episode 188: Prof. Ayelet Fishbach — https://rationalreminder.ca/podcast/188 Episode 224: Prof. Scott Cederburg — https://rationalreminder.ca/podcast/224 Rational Reminder Continuing Education — learn.rationalreminder.ca Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Spotify — https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/
Joe welcomes Dr. Preet Banerjee to “Your Retirement Planning Simplified”. Preet is a well-known Canadian personal finance and investing expert, Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com. They delve into Preet's research on the value of financial advice. Dr. Banerjee candidly shares his insights on the evolution of the financial advice industry, exploring its transformation from transactional beginnings to the holistic approach demanded by today's dynamic landscape. Read the full show notes and find more information here: EP 53 Show Notes
Does contactless payments, or tapping, make us lose control over our spending and spending recall? Guest: Dr. Preet Banerjee, Columnist for The Globe and Mail and Behavioural Finance Researcher Learn more about your ad choices. Visit megaphone.fm/adchoices
Seg 1: How Vanessa Braganza investigated, and subsequently proved, that an invaluable piece of literature, which was considered to be “the world's most famous forgery,” was actually an authentic first copy. Guest: Vanessa Braganza, Book Detective and Doctoral Candidate in Renaissance Literature at Harvard University Seg 2: View From Victoria: BC Ferries are smooth sailing BC Ferries went all in for a busy holiday weekend and so far so good. We get a local look at the top political stories with the help of Vancouver Sun columnist Vaughn Palmer. Seg 3: Public attitudes toward divorce have evolved over time and whether Trudeau will face political consequences from announcing his separation is yet to be seen. Guest: Dr. Roderick Phillips, Professor of History and Editor of the Journal of Family History at Carleton University Seg 4: Does the Canadian Labour Code need to be amended so it allows for public inquiries into unionized strikes? Guest: Peter Hall, Professor of Urban Studies at Simon Fraser University Seg 5: What can we expect from Gordon Ramsay's Metro Vancouver debut? Guest: Gavin Whiteley, Chief Marketing Officer for Great Canadian Entertainment Seg 6: Monday Morning Quarterbacks with Rick Campbell There is a chance Vernon Adams Jr. Makes his return from knee injury Guest: Rick Campbell, Head Coach of the BC Lions Seg 7: BC Ferries' B.C. Day long weekend operations have been smooth and relatively uneventful so far. This weekend traditionally marks the busiest travel period of the year for BC Ferries. Guest: Nicholas Jimenez, President and CEO of BC Ferries Seg 8: Does contactless payments, or tapping,make us lose control over our spending and spending recall? Guest: Dr. Preet Banerjee, Columnist for The Globe and Mail and Behavioural Finance Researcher Learn more about your ad choices. Visit megaphone.fm/adchoices
How AI has revolutionized financial scams Guest: Dr. Preet Banerjee, Columnist for The Globe and Mail and Behavioural Finance Researcher Learn more about your ad choices. Visit megaphone.fm/adchoices
Seg 1: Can echolocation improve our spatial awareness? Guest: Dr. Lore Thaler, Associate Professor of Psychology at Durham University Seg 2: Is it possible to farm octopi? Guest: Scott Shantz, CKNW Contributor Seg 3: View From Victoria with Vaughn Palmer A few by elections go by with good news for the NDP and setbacks for BC United. We get a local look at the top political stories with the help of Vancouver Sun columnist Vaughn Palmer. Seg 4: There are now multiple investigations into the Titan submersible… and what led to the deaths of the five men on board. Guest: Mike Armstrong, Correspondent for Global News National Seg 5: How's your relationship? Are you one of the many who feels like things are harder than they've ever been, and is it affecting your relationship? Guest: Scott Shantz, CKNW Contributor with Andrew Sofin, President of the Canadian Association for Marriage and Family Therapy Seg 6: How AI has revolutionized financial scams Guest: Dr. Preet Banerjee, Columnist for The Globe and Mail and Behavioural Finance Researcher Seg 7: Meta and Google are planning to block news from their platforms in Canada in response to the passing of Bill C-18, the Online News Act, on June 22. What would happen if Canadians didn't have access to news? Guest: Jeanette Ageson, Publisher at The Tyee Seg 8: Monday Morning Quarterbacks with Coach Rick Campbell It was a 30-6 victory in Winnipeg with the defence having seven QB sacks… Solid template for victory. Guest: Rick Campbell, Head Coach of the BC Lions Seg 9: The NHL's decision to ban Pride and all special warm-up jerseys is criticized as the dumbest decision made by any league this year. Guest: Jeff Paterson, Former Vancouver Canucks Reporter and Host of the Rink Wide Podcast Seg 10: Yevgeny Prigozhin, the leader of the Wagner Group, launched a coup attempt in Russia, occupying the military HQ in Rostov and heading towards Moscow. Guest: Peter Rutland, Professor of Government and the Colin and Nancy Campbell Chair for Global Issues and Democratic Thought at Wesleyan University Learn more about your ad choices. Visit megaphone.fm/adchoices
Preet Banerjee is in the house today. One of the country's leading personal financial advisors drops by to help demystify living in a period of rising inflation. From housing to gas to food, what's the best way to handle the situation -- Preet offers some suggestions. Plus some interesting new stats on trust in the media.
This is a one-on-one interview with Preet Banerjee, and we will be discussing many topics including Crypto-currency, self-investing apps like Robinhood, the value of proper advice and dealing with a certified professional and finally the title protection act that was just passed in the Province of Ontario. Learn more about your ad choices. Visit megaphone.fm/adchoices
We were joined this week by Preet Banerjee, host of the Mostly Money podcast, management consultant focused on commercial applications of behavioral finance, and founder of MoneyGaps': "Light Financial Planning" software for advisors. Our conversation included topics such as: Preet's diverse background – from neuroscience and financial advisory to auto racing Realizing everything is about psychology Outgrowing his advisory practice and becoming a consultant Setting out to quantify the value of financial advice across multiple channels Navigating industry minefields and the trouble with incentives The risks involved with Order Execution Only Innovations in the “high volume, light touch” advice The many faces of financial guidance The evolution of the robo-advisory model Separating wheat and chaff in advisory land Hyperbolic discounting Time inconsistent preferences Process, discipline and maximizing potential outcomes Regulations, choice abundance and Australia's superannuation model And much more… This is “ReSolve's Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
For some young Canadians with good jobs and a young family will never be able to buy a home. How did it ever get to this? Preet Banerjee joins us and he's got lots to say on this. Also, EV's reach another milestone in Europe. It's way more than a fad now.
For the end of 2021, we're bringing you an episode of Stress Test, a podcast about personal finance from The Globe and Mail, hosted by Rob Carrick and Roma Luciw.2021 was a year of surprises in personal finance. Who would have thought inflation would take off, housing could get even hotter and that job-hopping would be commonplace amid a global pandemic? So, what's next? In this episode, Rob and Roma ask four personal finance experts - Robb Engen, Preet Banerjee, Erica Alini and Barry Choi - what they'll be watching in 2022. Plus, Rob and Roma share their own thoughts.
Preet Banerjee, Founder and CEO of MoneyGaps (https://moneygaps.com) joins us for a deep dive into the topic of the value of financial advice, and he has been researching the answer to the question, "How do you quantify the value of financial advice?". This is a quintessential question, and the answer is not simple. We get into an eloquent and well explained conversation about the different qualitative and quantitative components that make up that value. As pretext, Preet Banerjee is in the process of completing a Ph.D. on this very subject of how to quantify the value of financial advice (across all advice channels).In addition, Preet recently founded MoneyGaps.com (2019), a software service for financial advisors to help them deliver a lighter, but more holistic planning experience for Canadians who may not have millions of dollars. He explains how his company's Hybrid Advice Software-as-a-Service platform can be used by Canadian Advisors to bridge their ability to do business across the generational and/or under-accumulated wealth divides.Preet is the bestselling author of the personal finance books, Stop Over-Thinking Your Money!: The Five Simple Rules Of Financial Success (2014).Where to find Preet BanerjeePreet Banerjee on LinkedinMoneyGaps (for Advisors)PreetBanerjee.comWhere to find the Raise Your Average crew:ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on LinkedinAdvisorAnalyst.com *****"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie MungerWelcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)
2021 was a year of surprises in personal finance. Who would have thought inflation would take off, housing could get even hotter and that job-hopping would be commonplace amid a global pandemic? So, what's next? In this episode, Rob and Roma ask four personal finance experts - Robb Engen, Preet Banerjee, Erica Alini and Barry Choi - what they'll be watching in 2022. Plus, Rob and Roma share their own thoughts.
Personal finance expert Preet Banerjee joins us give us a full explanation on what exactly is an “order flow”, how brokerages like Robinhood use it and how it impacts investors. Find out more at preetbanerjee.com and connect on Twitter and Instagram.
Passive investing has been a thing for a decade. The blogger behind the Couch Potato Portfolio, Dan Bortolotti, tells us about his book Reboot Your Portfolio. Then, tips for reducing stress when it comes to math. Vanessa Vakharia, Founder and CEO of The Math Guru takes us through her new book Math Hacks 2. And, how to build good credit as a new immigrant to Canada. Enoch Omololu from Savvy New Canadians shares some of his advice. Plus, the first step to buying a home. Mortgage agent Jacob Perez takes us through the mortgage process and what that first meeting with your broker might like. And, we'll speak with Preet Banerjee about Robinhood and selling order flow. To find out more about the guests check out: Vanessa Vakharia: ca | Twitter | Instagram | TikTok | Facebook Dan Bortolotti: com Enoch Omololu: com | Facebook | Twitter Jacob Perez: LinkedIn | Instagram | Youtube Synergy Mortgage Group: com | Instagram Preet Banerjee: com | Twitter | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Investors and young consumers are lapping up Buy Now Pay Later services that lend micro loans for online shopping without a credit score. Lizzie Chapman, CEO of ZestMoney and ET's Ashwin Manikandan explain the business model of these fintech credit platforms.Clip Credits: Moneysmart, Preet Banerjee, Finder Australia, Next Gen Personal Finance, App Of The Day, Youth Finance, NDTV, Yahoo Finance, CNBC Television, Bajaj Finserv, Warikoo
We talk to Preet Banerjee, personal finance expert and founder of MoneyGaps, about what is light financial planning and how it works. Find out more at moneygaps.com and connect on Twitter and Instagram.
An alternative to traditional financial planning called “light planning”. Personal finance expert Preet Banerjee tells us all about it. And, finance tips for the working parent. Author Daisy Dowling takes us through her book Workparent: The Complete Guide to Succeeding on the Job, Staying True to Yourself, and Raising Happy Kids. Then, how to find help when you're dealing with debt. Gursh Singh from Credit Canada shares some tips. Plus, a new retirement plan for those working in the not-for-profit sector called the Common Good Plan. We'll talk with Alex Mazer. And, we'll talk to the creator of the podcast Popcorn Finance. To find out more about the guests check out: Preet Banerjee: com | Twitter | Instagram Daisy Dowling: com Gursh Singh: com | Facebook | Twitter | Instagram Alex Mazer: ca | Facebook | Twitter: @alexmazer, @CWretirement, @commongoodplan. Popcorn Finance: com | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
What explains the meteoric rise in Canadian home prices off of a backdrop of 3 million jobs initially lost back in early 2020 with many businesses forced to be shut down and with lockdown, after lockdown? Well if there’s one person who can help answer that question, you know it’s Ben Rabidoux. He’s going to dive deep into a number of factors that, taken together, may help you figure out what’s been happening. Here’s just a sample of the topics we cover in this episode: Most of the people who lost their jobs weren’t in a position to buy in the first placeThose who were, tended to see their financial situations improve during the pandemicLower interest rates have further increased debt servicing abilityPopulation dynamics negatively affected the rental market more than the resale marketChanging consumer preferences, and so much more. Grab your popcorn, because Ben Rabidoux is going to enlighten and entertain you in this episode of Mostly Money.Ben Rabidoux is the President of North Cove Advisors, a Canadian research firm that works exclusively with institutional investors around the world, by providing coverage of Canadian housing, macroeconomic and household credit trends. He has also just launched a new firm, Edge Realty Analytics, that provides market intelligence to real estate industry professionals. You can learn more at EdgeAnalytics.ca.LINKSTwitter: https://twitter.com/BenRabidouxEdge Realty Analytics: https://edgeanalytics.ca/North Cove Advisors: https://northcove.net/
A massive budget full of facts, figures and new policies. Did it change your life. My friend personal financial advisor Preet Banerjee gives his take. And on COVID, Dr Lisa Barrett gives us the Atlantic Canada take on the third wave.
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 how those costs are subsidized).With a recent positive assessment, he now has another set of unique financial considerations: what is the balance to be found between spending more aggressively now in case his life expectancy is much shorter than his financial plan called for, versus what if he has more runway than the doctors originally predicted?Darin is sharing his story because his passion for financial education hasn't dwindled. There are many lessons and thought provoking subjects we touch on in this episode.
Alyssa Davies joins the show to talk about how couples can talk about money. Our wide ranging conversation covers the "breadwinner mentality" and how that can cause problems in the dynamics of a relationship, how and when to start talking seriously about money with a significant other, and much more. Alyssa is one of the most popular personal finance personalities in Canada. She is the creator behind the Mixed Up Money community which has a huge Instagram following on top of a blog, YouTube channel, and TikTok account. She is a content specialist for Zolo and a published author living in Calgary, Alberta. Two-time award-winning Canadian Personal Finance Blog of the Year Mixed Up Money has over 30,000 followers across social media. Her first book, The 100 Day Financial Goal Journal, was published in 2020. Links:100-Day Financial Goal Journal: https://mixedupmoney.com/bookInstagram: https://www.instagram.com/mixedupmoney/Twitter: https://twitter.com/MixedUpMoneyWebsite: https://mixedupmoney.com/TikTok: https://www.tiktok.com/@mixedupmoneyYouTube: https://www.youtube.com/channel/UCnqAoFeB_QAklk2yAMyVx0wColumn: https://www.zolo.ca/blog/author/alyssa-davies
In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Preet Banerjee, a Canadian financial guru who coaches the children of the affluent on how to deal with their money!Episode Highlights:1:49 – Preet Banerjee introduces himself and what he does.3:29 – What is the common motivation of the families that reach out to Preet for his financial workshop?5:25 – Jason and Preet discuss the wide range of characteristics amongst the children of the wealthy.6:28 – Preet breaks down what his workshops look like from the inside.10:35 – Jason and Preet discuss intergenerational family wealth.13:41 – How does Preet teach individual families to determine their best course of action?17:27 – Is there a difference in children's ability to understand financial concepts based on when the family made their money?19:54 – What information is and isn't sticking with Preet's students?22:46 – Jason and Preet discuss the importance of financial advisors providing service to the next generation.24:03 – What are the key areas that Preet focuses on in his classes?25:39 – Preet and Jason discuss Hollywood's influence on the tensions that surround money.28:50 – What are the first pieces of advice that Preet gives to his students?3 Key PointsPreet holds workshops for the children of Canada's wealthy, aging from 18–24, in which he teaches them the basics of financial literacy, the emotional aspects of their situation, and how to think about money.The Shirtsleeves to Shirtsleeves in 3 Generations dilemma says that one generation amasses the wealth, the next one wastes it, and the final generation has nothing. Also, it's more of a warning than a truth.Many of the preconceptions and tensions surrounding the wealthy come from pop culture, such as pressure to spend money on certain things and how to accept partners into the family. Tweetable Quotes:“Family lawyers and estate lawyers have the best and most tragic stories because they get involved into all the craziness and crazy family dynamics.” – Jason Pereira“A lot of people who came up with nothing want their kids never to suffer that...they realize that the reason they are successful was the struggle.” – Jason Pereira“To say that there's any one path that works for everyone is naive...A much more gauged process is required to figure out what these individual families need.” – Preet Banerjee“There is a certain expectation being in certain circles how much you spend on things. So, we talk about how they feel about those competing tensions.” – Preet Banerjee Resources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorFintechImpact.co – Website for Fintech Impactjasonpereira.ca – Jason Pereira's WebsitePreetbanerjee.com – Preet Banerjee's WebsiteTranscript See acast.com/privacy for privacy and opt-out information.
One of the questions I get asked the most is how to invest or get involved in investing. The reason is that investing gets all the hype in the market, online, and in the news. It's often talked about in an exciting way, dominating headlines and luring investors in for fear of missing out (also known as FOMO). The last few weeks have been no exception with the frenzied trading of GameStop, AMC, and Blackberry. So in this episode, I want to explain how to avoid the fear of missing out when investing. Listen in as I explain some things to be mindful of if you plan on getting involved in the investment industry and how to find an investment accountability buddy. You will learn how to develop an investment strategy, why it’s important to start investing early, and the importance of getting back to basics by setting goals. “From an economic/financial perspective, FOMO is a psychological phenomenon associated with loss aversion, particularly in terms of financial decision making.” - Tracey Bissett This Week on Young Money: Why investing gets so much hype. What happened with GameStop. Why there has been an increase in day trading. How to avoid FOMO in investing. Key takeaways: Get back to basics by setting goals. Develop an investment strategy. Use caution with "hot tips" and validate the source of the information. Start investing early. Mind your own business. Find an investment accountability buddy. Resources Mentioned: EP033 Investing Basics EP038 Investor Spotlight Part 1 EP039 Bitcoin and Other Cryptocurrencies Demystified with Alan Wunsche EP040 Investor Spotlight Part 2 EP077 The Five Simple Rules of Financial Success with Preet Banerjee EP106 Milli Moves: Money & Media with Leanna Haakons EP158 Milli Moves: Mind Your Own Business About Money EP179 Milli Moves: Bitcoin – Investing or Gambling? Pattie Lovett-Reid: FOMO is becoming a very dangerous game Toronto Star: Experts Urge Caution Wealthsimple adds ‘risky’ label to certain stocks Preet Banerjee explanation of Gamestop Investor Fomo VS. Intelligent Investing Young Money Listener Contest! February is a month-long celebration of love. So, if you love the Young Money podcast, show us by leaving a review on apple podcasts. Share your review with us on social media and tag us or send a pic through in the DMs. For every review left for the Young Money podcast, you will be entered into a draw to win a fabulous prize to help you on your financial fitness journey. There will be multiple winners so review away! Contest closes February 28th! Not sure how to leave a review, check out the instructions here. Socials: Instagram (@bissetfinfit), Twitter (@bissetfinfit), Facebook (@bissetfinfit) or Linked In (Tracey Bissett) Rate, Share & Inspire Other Young Millionaires-in-the-Making Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media! Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
Corey Butler and Shawn Todd jump into the biggest news surrounding GameStop in the news, Preet breaks down what a squeeze looks like, the credit cycle, interest rates, Willful & why you really need to get your will done, and how how to bolster your finances post COVID-19. Preet always makes finance sound so easy - a great listen. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.
Do you feel you’re not really “adulting” unless you own your own place? Are you embarrassed to admit you’re still a renter? Rob and Roma take on the long-standing narrative that says property ownership is the best path for everyone and map out a route for financial success as a renter. We hear from a millennial who has found the loft of her dreams and has chosen to embrace renting for good. Plus, fellow renter and financial consultant Preet Banerjee shares his advice for how renters can end up with a comparable amount of wealth as a homeowner, in addition to a great lifestyle.
This episode was previously published in May 2020. According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.
Jamie Mason Cohen is a Keynote Speaker, Certified Leadership Trainer with The Leadership Circle and Graphotherapist who worked for SATURDAY NIGHT LIVE. He trains leaders to become more courageous communicators to help improve their relationships and positively impact the culture in their organizations. He has delivered keynote talks, workshops and group training for organizations such as the Canadian Society of Association Executives (CSAE Trillium), Sun Life, Celgene Bio-Pharma, TEC Canada, The Leadership Circle Summit, The Terry Fox Foundation, Assante, Niagara College, Hospitality Human Resource Professionals Association (HHRPA), the Canadian Public Relations Society, MPI, and more. Jamie’s TEDx talk on how to spot a leader in their handwriting that has been viewed over 1.7 million times. He has appeared as a commentator in the media 60 times over the past three years on topics ranging from hands-on, actionable leadership strategies, relationships, parenting, education, graphotherapy, emotional intelligence and celebrity analyses through handwriting traits. He has been referred to as “the personality x-ray machine” on The Social TV show. His on-the-spot analysis through handwriting has been called, “better than therapy” by Margaret Trudeau and was introduced as “the most interesting person in the world” on the Mostly Money podcast by Host, Preet Banerjee. Running time: 01:26:46 Give us 5-stars on iTunes Jamie’s Links: Jamie’s Website @jamiemasoncohen on Twitter Jamie on Facebook Jamie on Linkedin Jeff’s Links: Email Jeff @JGibbard on Twitter Jeff on Linkedin Hire Jeff to speak
Jamie Mason Cohen is a Keynote Speaker, Certified Leadership Trainer with The Leadership Circle and Graphotherapist who worked for SATURDAY NIGHT LIVE. He trains leaders to become more courageous communicators to help improve their relationships and positively impact the culture in their organizations. He has delivered keynote talks, workshops and group training for organizations such as the Canadian Society of Association Executives (CSAE Trillium), Sun Life, Celgene Bio-Pharma, TEC Canada, The Leadership Circle Summit, The Terry Fox Foundation, Assante, Niagara College, Hospitality Human Resource Professionals Association (HHRPA), the Canadian Public Relations Society, MPI, and more. Jamie's TEDx talk on how to spot a leader in their handwriting that has been viewed over 1.7 million times. He has appeared as a commentator in the media 60 times over the past three years on topics ranging from hands-on, actionable leadership strategies, relationships, parenting, education, graphotherapy, emotional intelligence and celebrity analyses through handwriting traits. He has been referred to as “the personality x-ray machine” on The Social TV show. His on-the-spot analysis through handwriting has been called, "better than therapy" by Margaret Trudeau and was introduced as “the most interesting person in the world” on the Mostly Money podcast by Host, Preet Banerjee. Running time: 01:26:46 Give us 5-stars on iTunes Jamie's Links: Jamie's Website @jamiemasoncohen on Twitter Jamie on Facebook Jamie on Linkedin Jeff's Links: Email Jeff @JGibbard on Twitter Jeff on Linkedin Hire Jeff to speak
Clients refer people to their financial professional because they like them and want to help them build their business. Our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how to personalize your client relationships and provide strategies for asking for referrals.
Human trafficking survivor, author, speaker and social advocate, Timea Nagy, immigrated to Canada in 1998. Her nightmare unfolded in Toronto in that same year after arriving from Budapest, Hungary in the hopes of finding meaningful employment. The daughter of a Hungarian policewoman, Timea was held (For three terrifying months) at the hands of traffickers and was forced to work in the sex industry. Thankfully, she escaped and started life anew. Ten years later, Ms. Nagy founded ‘Walk with Me’, a non-profit organization to assist victims of human trafficking and law enforcement agencies.I met Timea at a conference where I was the MC. When Timea was interviewed on stage, you could hear a pin drop in the crowd. Everyone was captivated, and mortified, by her story. She detailed exactly how she ended up a victim, and more importantly how she now aids law enforcement agencies and financial institutions in detecting similar crimes by looking at financial transactions. Follow Timea on Twitter: https://twitter.com/TimeasCauseVisit her website to learn more about her work: https://www.timeascause.com/
Cutting-edge tactics, such as targeting your prospects with social media and creating videos to explain your value to those prospects, are just two of the many techniques the Insights Panel discusses in this episode. Listen as our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, share their strategies for updating your outreach to be more targeted and efficient.
According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.
Many Canadians are feeling the financial effects of the pandemic and as a response the federal government as launched several financial relief programs to help out. To explain what the different programs are and how eligibility works, I’ve got personal finance expert and author Preet Banerjee finally back on the show! If you’re a longtime listener of the Mo’ Money Podcast, then you’ll remember that Preet was one of my first ever guests on episode 17 in which he talked about his book Stop Over-Thinking Your Money, and made sure I got life insurance and a will after our recording (it works because I did!). For full episode show notes, visit https://jessicamoorhouse.com/239
Finding time for prospecting can be a challenge. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry as they discuss time management and efficiency strategies that can help make room in your schedule for bringing in new business.
This is DAY 19 of the COVID-19 pandemic. Here’s what you need to know on Sunday, March 29th, 2020 Prime Minister Trudeau announced new funding to help seniors and children affected by the COVID-19 pandemic. United Way Canada will receive $9 million to distribute to local organizations to support, while Kids Help Phone will receive $7.5 million to bring on additional counsellors. Trudeau also says he will continue his self-isolation until he has no reason to believe he could have been exposed to COVID-19 for more than 14 days. Meanwhile, Sophie Gregoire Trudeau has been given a clean bill of health. She was diagnosed with COVID-19 on March 12th. Washington’s top-infectious disease expert is warning he coronavirus outbreak could kill as many as 200,000 Americans. Dr. Anthony Fauci, director of the National Institute of Allergy and Infectious Diseases, made the dire prediction of fatalities on CNN's "State of the Union," suggesting that millions in the U.S. could become infected. By midday Sunday, the U.S. had about 125,000 infections and 2,200 deaths, according to the running tally kept by Johns Hopkins University. As we wade through the effects and COVID-19 on our health and our economy, there is no shortage of questions as the pandemic begins to affect the lives and livelihoods of Canadians. So we want to devote this episode to some of those questions and we ask them of our cast of medical, science, legal and financial experts. We’re first joined by Dr. Mitch Shulman – an Emergency Medicine specialist in Montreal and Preet Banerjee – a wealth management consultant and founder of MoneyGaps. In this segment we’re joined by Dr. Marla Shapiro, CTV’s medical correspondent and Howard Levitt – an employment and labour lawyer.. We will feature more of your FREQUENTLY ASKED QUESTIONS in coming episodes. IF YOU HAVE QUESTIONS OR A STORY ABOUT YOUR EXPERIENCE YOU WANT TO SHARE…send me an email. DAVE@DAVETRAFFORD.COM or connect with me on TWITTER @DaveTrafford. DISCLAIMER: THE VIEWPOINTS EXPRESSED IN THIS PODCAST REPRESENT THE OPINIONS OF THE HOST AND PARTICIPANTS AS OF THE DATE OF PUBLICATION AND ARE NOT INTENDED TO BE A SUBSTITUTE FOR MEDICAL ADVICE AND BEST PRACTICES BY LEADING MEDICAL AUTHORITIES AS THE INFORMATION SURROUNDING THE CURRENT CORONAVIRUS PANDEMIC IS CONSTANTLY EVOLVING.
Concerns about the novel coronavirus have spurred some people to stockpile masks, bottles of hand sanitizer, food and other supplies. Photographs of empty store shelves, are making the rounds online. Parents, meanwhile, are cancelling school trips and family vacations — and wondering how much of a hit their wallet will take in the process. This weekend, it's a special Q&A edition of Checkup. We've got an expert panel to answer your questions about COVID-19. Plus: Stock markets continue to see-saw in uncertainty about how the outbreak will affect the global economy. Economist James Brander and personal finance expert Preet Banerjee will take your COVID-19-related investment questions in our Ask Me Anything segment.
Economist James Brander and personal finance expert Preet Banerjee will take your COVID-19-related investment questions in our Ask Me Anything segment.
The CEO of robo-advisor Justwealth drops by to explain their offering, the differences and similarities to other robo-advisors in Canada, and introduces me to mushroom coffee.
What we learned from Preet Banerjee, acclaimed Globe and Mail columnist, behavioural finance consultant and host of Million Dollar Neighbourhood. Do survival instincts kick in when they really shouldn't? What generation is surprisingly carrying the largest portion of debt today? Is the recession actually old news? What is anchoring? This and more today on ThinkSmart.
John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. You can learn more about John and his book at https://standup.today/
Summary:In this 77th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Preet Banerjee, Founder of MoneyGaps, a platform that helps advisors provide financial planning advice and quantify it for their clients. Preet shares his desire to serve more income bracket levels, how MoneyGaps operates and the benefits of the service. Episode Highlights: ● 01:01: – Preet Banerjee defines MoneyGaps. ● 02:37: – What is the history of MoneyGaps? ● 03:57: – What did the research for MoneyGaps consist of? ● 06:51: – Preet and Jason discuss the academic and value propositions side of financial planning. ● 13:18: – MoneyGaps is not going to replace the sophisticated cash flow analysis of complex software. ● 16:38: – Preet discusses product price compression over time. ● 20:03: – MoneyGaps is looking to make financial advice available for those that have very little. ● 24:04: – MoneyGaps allows you to be able to pre-populate a number of professionals that you would normally work with. ● 26:40: – How does the MoneyGaps experience work for advisors working with clients? ● 34:41: – If Preet had one wish about something he could change in the industry or in his company, what would it be? ● 37:29: – What has been the biggest challenge that Preet’s company has had? ● 39:08: – What makes Preet the most excited every day? 3 Key Points 1. Research for MoneyGaps included developing a framework for measuring the value of advice then using that to measure advice across multiple delivery channels. 2. MoneyGaps is working to provide a robust GIS calculator for free. 3. Preet is aiming to offer human-centric and digital-centric options for providing more financial advisement for more markets of underserved people. Tweetable Quotes: ● “Not everybody wants a thick financial plan. But they don’t want nothing.” – Preet Banerjee ● “Contemporary financial advice has evolved constantly and always will, and it had evolved to the point from securities to portfolio to wealth management and now to integrating behavioral economics.” – Preet Banerjee ● “With the explosion in indexing and ETFs and access to information, we’ve seen pricing pressures on the product side. On the advice side, we haven’t seen as much innovation.” – Preet Banerjee Resources Mentioned: ● Facebook – Jason Pereira’s ● LinkedIn – Jason Pereira’s ● FintechImpact.co – Website ● Preet Banerjee – Linkedin●preetbanerjee.com See acast.com/privacy for privacy and opt-out information.
Live in the studio with us today is Preet Banerjee, renowned speaker, personal finance expert, consultant and author of Stop Overthinking Your Money. He is also the founder of MoneyGaps, a hybrid-advisor platform designed to help financial advisors make financial planning accessible to more Canadians. Having done a reality TV show and with a popular YouTube channel, Preet is on the forefront of the finance world, and he is here to talk to us about the findings that his DBA research has produced. He discusses his endeavour of seeking empirical evidence for the actual contribution that advisors are making to the financial lives of people, and we talk about the crucial difference between robo and human advisors and how people’s diverse needs demand diverse solutions. This is a really insightful conversation with someone who knows what he’s talking about, so be sure to listen in on this one! Key Points from This Episode: What is the value of financial advice? Preet shares about his DBA research. [0:02:33.0] Preet’s history in finance and how he gained a more objective perspective. [0:05:13.0] Speculating around the findings and more about his research design. [0:06:41.0] The relationship between wealth and financial advice: correlation or causation? [0:11:11.0] Measuring the performance of someone who uses no advisor. [0:14:17.0] How the financial security of the home you grew up in affects your finances. [0:16:26.0] Building the model to score financial wellbeing and the challenges that surfaced. [0:20:20.0] Paying more attention to aspects outside of portfolio management. [0:25:09.0] MoneyGaps as a platform for affordable financial planning. [0:29:04.0] How the value of human advisors depends on each individual consumer. [0:33:34.0] The core benefits of human advisors. [0:34:44.0] And much more!
Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)
I had a good friend of mine join me on the podcast in this episode. Jamie Mason Cohen is a certified grapho-therapist and leadership strategist whose TEDx talk on how to spot a leader through their handwriting has been viewed more than 1.6 million times.He previously worked at Saturday Night Live and now is an accomplished keynote speaker and workshop facilitator on leadership. In the show he explains the basics of handwriting analysis and even analyses my chicken scratch as an example.
Preet Banerjee—blogger, author, media darling, aficionado of fine whisky, and doctoral candidate—joins us to discuss his research on the financial industry in Canada and his outlook for the future of investing. Dan tries to keep it together while rebutting a “study” showing active funds outperform index funds. Finally, we consider whether REITs are a substitute for buying a rental property. For complete show notes on Mind Your Money Gaps with Preet Banerjee visit canadiancouchpotato.com/podcast/.
In episode 20 of the MoneySaver Podcast, Ellen Roseman chats with Preet Banerjee, media personality, speaker, author and podcaster about his five personal finance tips that he lays out in his book "Stop Over Thinking Your Money" as well as renting vs. buying, his former career as an advisor and "MoneyGaps." Questions Asked: 1:07 Tell us a little about your former career as a financial advisor and how you ended up where you are today. 5:14 I remember you did a book about RRSPs. 9:10 Tell us a little bit about MoneyGaps. 19:43 How would I find an advisor who is using MoneyGaps? 22:14 You wrote a book in 2014 called “Stop Over Thinking Your Money.” Could you describe your 5 simple personal finance rules in “Stop Over Thinking Your Money"? Disaster proof your life, spend less than you earn, aggressively pay down high interest debt, read the fine print and delayed consumption. 33:26 One of your top videos is about buying a house vs renting where you come down on the renting side. Do you still feel that way? 36:33 You've given our listeners many great tips. Do you have any others?
Preet Banerjee is a financial consultant and the host of the Mostly Money Podcast, where he shares financial advice in a relaxed setting. He is an author, columnist, and speaker on the topic of finance, appearing in publications such as The Globe and Mail. He was named as one of Canada’s Top 10 Financial Visionaries by Advisor.ca in 2011, the former host of Million Dollar Neighbourhood on The Oprah Winfrey Network, as well as a financial panelist on CBC’s The National with Peter Mansbridge. Preet is pursuing a doctorate at Henley in the UK and has a unique background that includes training as a neuroscientist and a brief history as an aspiring race car driver. Preet joins me today to share how you can get your finances on the right track. He describes the differences between financial product sales and financial planning advice and stresses the importance of estate and digital estate planning, which has become more crucial in modern times. He also shares some fantastic advice on why you shouldn't purchase depreciating assets with borrowed money. “A lot of people don't realize that their single biggest asset is their ability to earn an income for the rest of their lives.” - Preet Banerjee Today on I’m A Millionaire...So, Now What?: Preet’s unique background and the opportunity that introduced him to the world of finance. The topics discussed on the Mostly Money podcast and his YouTube channel. The differences between financial planning advisors and financial product sales. The importance of digital asset estate planning. The financial complications of cohabiting and estate planning. Why you shouldn’t buy depreciating goods with borrowed money. The distinction between depreciating and appreciating assets. Preet Banerjee’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families: If your subscriptions and expenses are automatic and you don’t see them, then they can really add up. You should sit down once a year and list out your regularly occurring expenses and see which ones you can eliminate or reduce. Connect with Preet Banerjee: Preet Banerjee’s website MoneyGaps Mostly Money Podcast Preet Banerjee on Facebook Preet Banerjee on LinkedIn Preet Banerjee on Twitter Preet Banerjee on Instagram Preet Banerjee on YouTube Preet Banerjee on TED TALK Protect Yourself. Protect Your Family. Protect Your Assets Protecting yourself, your family, and your assets are all essential elements of your roadmap to real riches as well as building and strategizing your financial plans. If you’re ready to build your roadmap to riches and learn how to protect yourself, your family, and your assets, join us this spring for our Estate Planning Sessions with RBC Wealth Management. Topic: Your Power of Attorney: Quite Possibly the Most Important Person You Will Ever Hire Date: Wednesday, April 24, 2019 Time: 2pm - 4pm Topic: Your Executor: What You Need to Know Before You Hire Yours Date: Wednesday, May 22, 2019 Time: 2pm - 4pm Topic: Essential Family Conversations: Protecting Yourself and Your Wishes Date: Wednesday, June 12, 2019 Time: 2pm - 4pm Location details will be provided when you RSVP to the event(s). To RSVP, email Colleen at colleen.campbell@rbc.com Get Ready for Fun Networking & Fundraising! Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health. The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner. So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health. Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event. Registration opens on April 1, 2019 Subscribe to the I’m A Millionaire, So Now What Podcast! Thanks for joining us for this episode of I'm A Millionaire, So Now What Podcast - the show bringing you inspirational stories, practical strategies, and fun, frank advice for self-made millionaires and wealthy families. If you enjoyed this episode, please subscribe to the show on iTunes and leave a positive review. Don’t forget to share your favorite episodes with other wealthy families and self-made millionaires on social media!
Preet Banerjee is the author of the personal finance books Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success and RRSPs: The Definitive Guide to Registered Retirement Savings Plans. He is a personal finance commentator, keynote speaker, and consultant. He trained as a neuroscientist and was a race car driver, before becoming a stockbroker and an index fund wholesaler. Additionally, he is a TED Talk speaker and a contributing author for The Globe and Mail. He also hosted the popular show Million Dollar Neighborhood on the Oprah Winfrey Network. Preet joins me today to share his five simple rules to financial success and what inspired him to write his book, Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success. He reveals the impact that your emotions can have on your financial decisions and explains why it’s vital to ‘disaster-proof’ your life. He also reveals how making little changes to your saving habits can have a massive effect, debunks some of the most common misconceptions about personal finance, and explains why it’s better to earn interest instead of paying it. “If you don’t spend less than you earn, then there is no surplus at the end of the day. Then you can’t save for retirement, pay for disability and life insurance, or build up that emergency fund.” - Preet Banerjee This Week on Young Money: Preet’s diverse background and what brought him to personal finance. How momentum and curiosity have contributed to Preet’s career path. A story demonstrating the things Preet wished he knew when he was younger. The role that emotions play in managing finances and debt. The inspiration behind writing his book, Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success. The five simple rules of financial success. What it means to ‘disaster-proof’ your life and why it is vital. Preet’s TED TALK and why it's better to earn interest instead of paying it. Why investing isn’t one of the five simple rules of financial success. The biggest misconceptions of personal finance. How to get the Get Your Money Degree course for free. Preet Banerjee’s 5 Rules for Personal Finance Success: Disaster-proof your life. Spend less than you earn. Aggressively pay down high-interest debt. Read the fine print. Delay consumption. Resources Mentioned: EP025 True Cost of Car Ownership EP029 Buying vs. Leasing a Car EP039 Bitcoin and Other Cryptocurrencies Demystified with Alan Wunsche EP044 Dangers of Payday Loans EP059 What is insurance and Why do I Need it with Deborah Williams EP069 How to be Financially Resilient with Jackie Porter Connect with Preet Banerjee: Preet Banerjee website Your Money Degree Preet Banerjee on Facebook Preet Banerjee on LinkedIn Preet Banerjee on Twitter Preet Banerjee on Instagram Preet Banerjee on YouTube Preet Banerjee on TED TALK Rate, Share & Inspire Other Young Millionaires-in-the-Making Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Visit our website to learn how easy it is to leave a review on iTunes. Don’t forget to share your favorite episodes on social media! Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our Linkedin Company Page, or by visiting our website.
The methods of payment we use can influence how much we spend and how we ultimately feel about our purchases. One of the world's leading experts in this area, Profession Avni Shah, joins me to discuss some of her research in this area. Not only do we discuss day to day implications for people, but we also chat about how the "pain of payment" is related to the financial services, and how embedded compensation, fee-based compensation, and fee-for-service compensation models affect how people feel about the advice provided.
This is turning into the Ben Rabidoux podcast. And I'm okay with that. Ben shares his thoughts on housing in Canada so far in 2018 and talks about his $175,000 legal bill incurred battling a real estate industry participant who didn't like the questions he was asking.
Today's guest is Alex Grodnik from Wall Street Oasis which easily one of the largest and best sites out there, for anybody looking to have a career on Bay Street or Wall Street. Alex also hosts their podcast which is called “Moving Up”, but what's also really interesting about him is he actually quit his really well-paying job on Wall Street to start his own business, so I thought this would also be a great episode for anybody who's maybe a little dissatisfied with their job, and is considering a career transition. We talk about why he decided to quit, his top advice for somebody looking to earn some money on the side through their own business, how he's learned to handle rejection really well and use that to propel his career, and much more. It was an absolute blast to talk to Alex, the interview went great, and I'm sure you'll like it. In other news, I wanted to tell you about something that's actually pretty time sensitive, and that is that I've been asked to speak again, at the Canadian Financial Summit and I have free tickets for you! This is a fully online personal finance and investing conference, so you don't have to travel anywhere or buy anything. You can just watch the speakers in your pyjamas if you want and stream the talks right from your computer, tablet or phone. This is the biggest conference of its kind in Canada, and has just about every big hitter in the Canadian personal finance space speaking at it. For example, there will be Rob Carrick from the Globe and Mail, Preet Banerjee from CBC's The National, Ellen Roseman from the Toronto Star, Robb Engen from Boomer and Echo, and many more. It's a real honour to be included again in this group of top experts, and for a limited time I have free tickets for you! To get your free tickets, go to buildwealthcanada.ca/tickets, and there you will find the link to the free tickets. Now what they're going to be doing soon, is transitioning to regular paid tickets so if you're even a little bit interested in attending any of the talks, then go to buildwealthcanada.ca/tickets right now, and secure your tickets. I have absolutely no control over how long they'll be letting me give you free access to the tickets so jump on your phone or computer right now to do it so you don't miss out. All they need is your name and email to send you the tickets so it'll literally take you maybe 20 seconds to do. My talk will be on the three pillars that my wife and I used to become financially independent at 32, so I'll be sharing lots of tips and strategies that have worked well for us in the areas of reducing our spending, increasing our income, and how we optimized our investments to pay the lowest fees and tax which let us reach that financial independence number a lot faster. I hope you will join me, and that link again to get your free tickets for a very limited time is buildwealthcanada.ca/tickets. See you there! Kornel
World renown body language expert Mark Bowden gives us a crash course on body language. Why is it so powerful? And how can we use it to increase the effectiveness of communication? We also go through quite a bit of whisky.
Melissa Agnes is the author of Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a leading authority on crisis preparedness, reputation management, and brand protection and is an advisor to some of today's leading organizations faced with the greatest risks. We discussed a number of real-world examples of brands handling crises, including how Equifax handled the breach of millions of customers' data.
I had a great chat with Cait Flanders about her recently released book, "The Year of Less". The book chronicles 12 months in which she spent almost no money other than on essentials. The book has been garnering international press, including making the front page of the New York Times' website. It is definitely not your average personal finance book - it's quite a bit more than that.
On today's show, I review 10 personal finance books that would make great gifts and/or would be a great start to your own personal finance library. All 10 books are listed below, with the time stamp from the podcast, if you wish to jump ahead and listen to my comments on a particular book: General Money Management The Wealthy Barber Returns by David Chilton (2:35) Wealthing Like Rabbits by Robert Brown (3:20) 397 Ways to Save Money by Kerry K. Taylor (9:40) Stop Over-Thinking Your Money by Preet Banerjee (11:06) Debt-Free Forever by Gail Vaz-Oxlade (11:54) Protecting Your Money – A Guide to Identity Theft and Fraud by Kelley Keehn (14:24) Real Estate When the Bubble Bursts by Hilliard Macbeth (19:32) Burn Your Mortgage by Sean Cooper (23:26) Retirement Victory Lap Retirement by Jonathan Chevreau and Mike Drak (27:19) Thinking Thinking, Fast and Slow by Daniel Kahneman (28:48) Of course, I am also quite proud of my own book, Straight Talk on Your Money, which I discuss briefly at the end of the show.The first five books on the list are great for all age groups. Books #6 and #9 are particularly good for either seniors or adult children of seniors, and book #10 is great for anyone who wants to take a "deep dive" into how our brains work. I hope you enjoy the list!
John De Goey, a portfolio manager with Industrial Alliance Securities, is back to talk about the latest edition of his book, The Professional Financial Advisor IV. Topics include: what to look for in a financial advisor, what questions to ask them, should commissions be embedded, and more.
After seven years the Bank of Canada has finally increased interest rates. Preet Banerjee, Personal Finance Commentator or Author of the book Stop-Overthinking Your Money, joins Angela Kokott to chat about what this means for our credit cards, loans and mortgages.
Luke Kawa joins the show to explain some economic buzzwords, concepts, and theories such as the difference between fiscal policy and monetary policy. He also grades the Governor of the Bank of Canada, and provides his two cents on housing in Canada. Luke is a reporter at Bloomberg, based in New York. You can follow him on twitter at https://www.twitter.com/ljkawa. If you would like to contribute to the charity mentioned at the end of the podcast, you can find it here: https://www.silvercreekpreschool.ca/donate/ Silver Creek has been serving children with physical and developmental challenges since 1975 when local parents petitioned the provincial government for funding and support in starting a program to serve the pre-academic and therapeutic needs of their children.
It's the last episode of Season Three, and because we don't want to see you fall victim to the summer slide, we're talking to Preet Banerjee about enough interesting stuff to keep you thinking until Season Four drops this fall, like: 0.33 - Why are there so many mutual funds? 1.36 - Preet explains everything (including why there are so many coffee shops on the same corner) 7.06 - Does investor literacy affect prices? 8.52 - Do advisors or investors drive poor investing decisions? 10.56 - Is ‘financial advising’ a real profession? 14.00 - How do you measure the value of financial advice? 21.10 - Can you measure ‘qualitative’ results? 23.00 - What’s the difference between Phenomenon and Data? 26.00 - Financial literacy… what is it good for? 31.00 - Decision fatigue - chocolate cake or fruit? 42.24 - Cash flow management - the foundation of it all For full show notes please visit: https://becausemoney.ca/s3-ep14-season-finale-with-preet-banerjee/
Is securities regulation about to take a step backwards in Canada? A new model for cooperative capital markets regulation that has been proposed might spell the end (or at the very least, the delay) of any Best Interest Standard for financial advisors in Canada, the end or delay of a push to ban embedded commissions, and more. Professor Anita Anand, one of Canada's most respected authorities on securities law, explains the lay of the land when it comes to securities regulation in Canada and explains the main points from her recently published white paper examining the impact of the proposed Cooperative Capital Markets Regulator on investor protection. To cut to the chase: it looks like it could be a step backwards. Here's what you can do if you want to help drive investor protection FORWARD in Canada, not BACKWARD: 1. Consider supporting organizations that fight for investor protection (like FAIR Canada). Disclosure: Preet Banerjee is, current to May 18th, 2017, a member of the board of directors of FAIR Canada: https://faircanada.ca/support-us/ 2. Add your email to the free subscriber list for Professor Anand's blog to learn more about Canadian Business Law issues that impact you: https://businesslawblogsite.com/
Dan Hallett from HighView Financial Group is back to share some thoughts on world of robo-advisors, what to look for when seeking a financial advisor, and to help breakdown the two new reports many investors will start to receive this year as a result of what's known as CRM2 Phase III. And yes, we'll explain what CRM2 means. We also discuss the idea of "regulatory arbitrage" and how that concept might be used to the advantage of some salespeople (to the disadvantage of financial consumers).
Stephen Jarislowsky shares wisdom gleaned from more than 70 years of investing. He is a true investment legend, and still holds some stocks he originally purchased in the late 1940s when we has completing his MBA at Harvard. He launched Jarislowsky Fraser, Ltd. in 1955 and has grown it to more than $40 billion in assets under management, and is personally worth more than a billion dollars. He's led an unbelievable life with unbelievable stories, including being a counter-intelligence agent for the US Army in Japan after the second World War, and having been bestowed 11 honourary doctorates. And that's just scratching the surface. We spoke at his offices in Montreal.
Sandra Foster has updated what is now the SIXTH edition of her plain-language guide to estate planning for Canadians of all ages, levels of wealth, and stages of health. From digital assets, living common-law, what to do if someone has asked you to be an executor, and more, Sandra gives us the low down.
Today’s guest, Preet Banerjee is here to talk about money. We’re going to get to the bottom of some common issues that we all have with our relationship to money. Heroic Public Speaking http://heroicpublicspeaking.com Send in your questions: questions@michaelport.com Give us a review and help others find this show better! http://stealtheshow.com/podcast/reviews
Dev Basu, CEO of Powered By Search, joins me to drink whisky, explain his meteoric rise to being one of the world's foremost experts on digital marketing, and offers his insights on the financial services industry and how they have (and should) approach consumers like him.
Salman Ahmed is a portfolio manager with Steadyhand. He's previously worked as an analyst with Mercer, and later as Associate Director of Active Research at Morningstar Canada. We talk about what Morningstar Ratings are, stewardship of investment funds, and also get into some personal details such as his year and a half trekking expedition around the world and his love of hamburgers.
CBC Marketplace | Show Me The Money [Indeed] with Special Guest Preet Banerjee Subtitled: There Are No Bad Apples, Just Bad Barrels Preet Banerjee might just be one of the most recognizable names (and faces) in personal finance in Canada. Among many other things, Preet is the host of Million Dollar Neighbourhood on the Oprah Winfrey Network, a regular panelist on CBC’s The Bottom Line, A columnist with the Globe and Mail, contributor to Money Sense Magazine, an award winning blogger and host of the Mostly Money, Mostly Canadian Podcast. For full show notes please visit: http://www.becausemoney.ca/cbc-marketplace-show-money-indeed-ep13/
Mark Goodfield has over 25 years of experience providing accounting, income tax, and wealth management advice. He has experience working with rental real estate, investment companies, professional and consulting practices, amongst many other industries. Mark is the author of “The Blunt Bean Counter,” a blog about income tax, business, the psychology of money and investing topics. The blog won a Plutus award in 2014 for being one of the best blogs in Canada and the United States. Mark is also the author of the book: Let’s Get Blunt About Your Financial Affairs.
We live in the most debt-based society in history, and yet there is no formal personal financial management training in our education system. The result? Many of our personal goals and values are compromised because of our financial realities. Our guest for this episode has made it his life’s work to address that problem. Preet Banerjee is a best-selling author, host of Million Dollar Neighbourhood on the OWN: Oprah Winfrey Network and runs Canada’s best investment blog. Stay tuned for part two coming on Friday!
We live in the most debt-based society in history, and yet there is no formal personal financial management training in our education system. The result? Many of our personal goals and values are compromised because of our financial realities. Our guest for this episode has made it his life’s work to address that problem. Preet Banerjee is a best-selling author, host of Million Dollar Neighbourhoodon the OWN: Oprah Winfrey Network and runs Canada’s best investment blog. Stay tuned for part two coming on Friday!
Karl Martin is the founder of Nymi, Inc., a company who wants to disrupt the field of "user authentication". In other words, how do you prove "you are you" to a machine? By using a simple password? Do you use the same one for everything? What if you could replace the need for passwords altogether and increase security? That's the goal of the Nymi Band. There are countless applications, including financial transactions at POS terminals as well as for online shopping. Not so good for action movie plot devices, though.
How do brands compete for your time when we PVR shows and fast forward through commercials, or ditch our TV subscriptions and use Netflix instead? What about ad-blockers on our browsers? Also: avocados and knitting fetishes. My guest this week is one of the top marketing minds you'll find anywhere. Ron Tite is the CEO of The Tite Group, a content marketing agency and he was gracious enough to share some really interesting insights into what he calls "The Expression Economy". Extra notes: This episode contains mild profanity. The comedian we misnamed is actually "Sebastian Maniscalco" and the specific bit we reference can be found here: https://youtu.be/0Swzvm-gXHg
Personal finance author (Stop Over-thinking Your Money!) and TV personality Preet Banerjee and I talk about his journey from race car driver to leading Canadian financial expert. Long episode description: Can I just start off with saying how amazing Preet sounds on my podcast? He puts my “radio voice” to shame! I should have known, he is a podcaster and TV personality after all. I’ve got to say, this is probably one of my favourite podcast episodes (not to bash any of the episodes I’ve done up until this point, they are all amazing too!). Preet is such a cool, genuine guy and it was so nice to hear his story. I mean, how many people do you know who went to school to be a brain surgeon, then pursued a career in race car driving and ended up becoming a well-known financial expert on TV? I guess never having a 5-year plan might be the way to go? Before I get to the important links and book giveaway, I’ve got to hang my head in shame because I still haven’t crossed off 1) get a will and 2) get life and disability insurance off my list. To be fair, I almost did. I made an appointment with a lawyer to get a will done, but had to cancel and just haven’t rescheduled it. But I will get both of these things done before Christmas, mark my words Preet! And you better too…I’m talking to you blog readers and podcast listeners! Important Links Preet Mentioned Preet’s first book, RRSPs: The Definitive Book on Registered Retirement Savings Plans His personal finance blog: Where Does All My Money Go His big break in the National Post: “New Breed of Advisors Shun Mutual Funds” Preet’s podcast that he seriously needs to start up again: Mostly Money, Mostly Canadian Preet’s new book: Stop Over-thinking Your Money! Shownotes: jessicamoorhouse.com/17
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