MOSTLY MONEY with Preet Banerjee

MOSTLY MONEY with Preet Banerjee

www.preetbanerjee.com
Personal finance. And other stuff.


78: Ben Rabidoux provides an update on real estate in Canada
Sep 19 • 51 min
Ben Rabidoux on Canadian real estate
77: John De Goey explains how to “Standup to the financial services industry”
Aug 7 • 58 min
A portfolio manager gives his view on how to get more value from the financial services industry
76: AdvisorSavvy founder Sol Amos
Jun 24 • 53 min
AdvisorSavvy.com founder Sol Amos
75: What your handwriting says about your money personality
May 24 • 55 min
What your handwriting says about your money personality
74: David Bach on what The Latte Factor is really about
May 8 • 41 min
The Latte Factor, David Bach, save money
73: How to fight with your financial advisor (productively)
Mar 24 • 36 min
Why we should embrace conflict
72: The upside-down world of financial planning for low-income Canadians
Mar 8 • 43 min
The upside-down world of financial planning for low-income Canadians
71: $5/month to keep your couch potato portfolio on target?
Feb 11 • 38 min
A new fintech named Passiv aims to undercut robo-advisors for $5/month.
70: The Pain of Payment with Dr. Avni Shah
Jan 27 • 39 min
The pain of payment and how the method of paying for goods and services affects us.
69: Happy Go Money with Melissa Leong
Jan 1 • 32 min
Melissa Leong talks about her new personal finance book, Happy Go Money
68: ‘The Value of Simple’ in Investing
Dec 5, 2018 • 59 min
John Robertson explains the value of simple when it comes to investing
67: Bitcoin and Blockchain 101
Oct 30, 2018 • 49 min
Bitcoin, bitcoin, blockchain, ethereum, ether, cryptocurrency, cryptocurrencies, decentralized, peer to peer, node, mining, hashing
66: Ben Rabidoux returns!
Oct 3, 2018 • 71 min
Ben Rabidoux and Preet Banerjee
65: World renown body language expert Mark Bowden (and lots of whisky)
May 3, 2018 • 63 min
body language, whisky
64: Melissa Agnes explains how to be “Crisis Ready”
Apr 23, 2018 • 37 min
crisis management, melissa agnes, preet banerjee
63: Cait Flanders and “The Year of Less”
Mar 8, 2018 • 47 min
Cait Flanders, the author of “The Year of Less”
62: @BenRabidoux returns to chat about real estate and credit trends in Canada
Dec 22, 2017 • 72 min
Housing, real estate, and credit expert Ben Rabidoux
61: The ins and outs of bankruptcy with Scott Terrio (@BeDebtSavvy)
Dec 13, 2017 • 108 min
The ins and outs of bankruptcy and consumer proposals.
60: John De Goey discusses “Professional Financial Advisors”
Aug 27, 2017 • 97 min
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, sho…
59: Economics 101 with Luke Kawa
Jul 4, 2017 • 62 min
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. …
58: Securities regulation 101 with Professor Anita Anand
May 17, 2017 • 49 min
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 …
57: Dan Hallett on Robo-Advisors, Financial Advice, and CRM2
May 8, 2017 • 62 min
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 …
56: Investment legend Stephen Jarislowsky
Apr 26, 2017 • 55 min
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 Fra…
55: Estate Planning - what you need to know for ALL ages
Apr 13, 2017 • 55 min
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 …
54: How to market to financial consumers
Feb 10, 2017 • 55 min
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) approac…
53: Steadyhand funds, dirty underwear, and burgers
Dec 1, 2016 • 72 min
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…
52: Family dynamics and Estate Planning with Mark Goodfield
Sep 1, 2016 • 34 min
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…
51: What is going on with the Canadian housing market? Ben Rabidoux weighs in.
Jul 14, 2016 • 55 min
Ben Rabidoux is back to share his insights into what has been happening in the Canadian real estate markets. Ben is one of Canada’s leading housing and credit analysts.
50: Investment management for a flat monthly fee? Canada’s first subscription-based robo-advisor
Jun 23, 2016 • 53 min
Randy Cass is the CEO of Nest Wealth, a robo-advisor in Canada that charges for its services through a flat monthly fee instead of the more traditional percentage-of-assets-managed model. We chat at his offices in Toronto.
49: Downsized into entrepreneurship
Jun 2, 2016 • 55 min
Alec Chalvardjian is the owner of Bar Freddo, a true Italian fare restaurant he launched after a career in advertising sales. We talk about how the traditional media ad sales world has evolved over the last 20 years, and how planning for a rainy day al…
48: Socially Responsible Robo-Investing
May 19, 2016 • 40 min
Navid Boostani is the CEO and co-founder of ModernAdvisor.ca, a Canadian robo-advisor which offers socially responsible investment portfolios in addition to plain vanilla indexed portfolios. We dig into ModernAdvisor’s service offering, and whether or …
47: How your heart rhythm will replace all your passwords
May 5, 2016 • 40 min
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 co…
46: How Online Lenders Compete with Big Banks
Apr 24, 2016 • 37 min
Andrew Graham is the CEO of Borrowell, an online lending marketplace for Canadians. We discuss where the idea for Borrowell came from and what kind of financial consumer makes up their target market. Borrowell is aiming to take a chunk out of the high …
45: The Expression Economy and How Brands Compete For Your Time
Mar 22, 2016 • 45 min
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 on…