Personal Finance, Investing, and Frugal Living Podcast for Canadians
Do you struggle to give to charity? Perhaps you want to give, but aren’t sure where to allocate your charitable dollars. This week’s guest explains why charitable giving is so important, and shows us an easier way to donate.
John Bromley began his career in corporate finance working with PwC and RBC Capital Markets. After developing an in-depth understanding of the complex world underpinning the charity sector, he founded Charitable Impact, an organization that has facilitated more than $1.1 billion in charitable donations.
You can find the show notes for this episode at https://maplemoney.com/216
This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.
The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe
Do you consider yourself a perfectionist? Do you struggle to accept failure? Too often, our fear of failure holds us back. My guest this week explains that we should not only embrace failure, we should celebrate it.
Erin “Big” Diehl is a Business Improv Edutainer, Failfluencer, and Professional Zoombie. Through a series of unrelated dares, Erin created improve it!, a unique professional development company that pushes others to laugh, learn, play, and grow.
You can find the show notes for this episode at https://maplemoney.com/215
This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.
The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free today at https://retirehappy.ca/subscribe
The Canadian workplace has undergone massive changes in recent years, with the rise of the gig economy and a shift towards remote work. But does it mean companies have changed how they recruit and hire new talent? My guest this week is an expert on hiring in Canada. He joins me to share tips to help you land a job in 2022 and beyond.
David King is a Senior Managing Director with Robert Half, the world’s first and largest specialized talent solutions firm. His perspectives and knowledge on workplace issues and labour trends are often featured in major media outlets and executive keynotes, and he provides curriculum guidance to leading educational institutions across the country.
You can find the show notes for this episode at https://maplemoney.com/214
This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.
The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free today at https://retirehappy.ca/subscribe
Have you made your will and named an executor for your estate? Does your executor understand your wishes when it comes closing down your digital assets? If not, you still have some work to do. Anything that’s attached to a login ID and password can be considered a digital asset. If your executor isn’t prepared to handle your various online accounts after you die, it could cause problems.
David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. No one likes talking about death and inheritances before they have to, but David has learned that having these conversations earlier rather than later will save time and money. I sat down with David this week to talk about digital assets and how you can prepare your executor (and your family members) to make life easier when you’re gone.
You can find the show notes for this episode at https://maplemoney.com/213
This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.
The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe
It’s a subject no one wants to think about, but at some point, many people will be forced to endure the loss of a spouse. The emotional toll alone can be overwhelming, but how do you deal with the financial implications when your spouse passes away?
It’s an experience this week’s guest had to face. Richard Dri is a financial planner with over 20 years of experience. In 2020, he lost his wife, Mary after a five year battle with ovarian cancer. He has now dedicated his work to help widows and widowers with their finances. I sat down with Richard to talk about picking up the pieces financially after losing your spouse.
You can find the show notes for this episode at https://maplemoney.com/212
This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.
The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe
The price of Canadian real estate is all over the map. We’ve been hearing that prices will continue to fall, but how far and for how long? With so much volatility, how does one know when it’s a good time to buy a house?
Bekim Merdita is the Vice President of Sales & Business Development at Rocket Mortgage Canada, a mortgage broker that uses a fully digital experience to transform the home buying process. Bekim joins me on the show to discuss the current state of the Canadian housing market. Bekim explains why buying a house is like buying a stock, and shares tips on how to get started if you’re planning to buy a house in the near future.
You can find the show notes for this episode at https://maplemoney.com/211
Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio focusing on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!
With stock markets in turmoil and sky-high inflation, we haven’t had much in the way of good news as of late. But how does one respond when it seems like our economy is crashing? Do you stay invested or cash out? According to this week’s guest, now isn’t the time to panic, but that doesn’t mean the trouble is over.
Kanwal Sarai has been a dividend investor for more than 22 years, and started with just $500. He is the founder of Simply Investing, a dividend investing educational company designed to help people become financially independent, and the all-new Simply Investing Dividend podcast. Kanwal has a natural ability to teach complex subjects in an easy-to-understand manner. He joins me to discuss why dividend investing now matters more than ever.
You can find the show notes for this episode at https://maplemoney.com/210
This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create legal Will and Power of Attorney documents online from the comfort of home.
In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.
What’s your approach to life? Do you set goals for the future or take things as they come? And if you have a spouse or partner, how do you include them in your plans? This week’s guest has achieved financial independence together with his wife. I met him at Fincon in Orlando, Florida, to discuss the role that lifestyle design played in their early retirement.
Matt is a financially-independent economist, entrepreneur, and financial consultant who left the corporate world in 2017 to pursue his dreams. With a deep understanding of the investment world in Asia and the West, he currently lives between Switzerland, Singapore, and Taiwan. He writes about how the wealthy manage their money on his blog, Financial Imagineer.
You can find the show notes for this episode at https://maplemoney.com/209
Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio focusing on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!
Do you have a career or business venture that you’re trying to grow? If so, how is your network? The very thought of building a network is intimidating for most people, but it doesn’t have to be.
For this week’s episode, I reached out to my own network for help. Monica Louie is a former personal finance blogger turned Facebook Ads strategist who now runs her own successful agency. Lacey Langford is an Accredited Financial Coach and founder of the Military Money Show, a podcast dedicated to helping the military community with personal finance.
They joined me live from the Podcast Movement Conference in Dallas this week to discuss the importance of building a strong network and to share how networking has made a difference in their careers and lives.
You can find the show notes for this episode at https://maplemoney.com/208
This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create legal Will and Power of Attorney documents online from the comfort of home.
In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.
Want to know more about cryptocurrencies and NFTs or how the blockchain works? It’s a fascinating and ever-changing world, and as you explore it, the possibilities seem endless.
Eric Rosenberg is a finance writer, speaker, and consultant. His writing has appeared in publications including the Huffington Post, Business Insider, Investopedia, and many others. He’s worked with many top brands, including TD Ameritrade, Betterment, Citizens Bank, and BMO Harris.
I met with Eric at Podcast Movement this past week to discuss current trends in cryptocurrency, NFTs, and ways the blockchain could be used in the future.
You can find the show notes for this episode at https://maplemoney.com/207
Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio focusing on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!
Do you find yourself checking your bank account statement every month wondering where all of the money has gone? Do you wonder why you find yourself still living paycheque to paycheque no matter how many raises you get at work? The problem is cashflow, or a lack of it.
Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances.
I sat down with Gordon this week to talk about how increased cash flow can not only improve your financial wellness, but help you regain focus, balance, and find more joy in your life. According to Gordon, it can be done with minimal effort and no budgeting.
You can find the show notes for this episode at https://maplemoney.com/206
This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create legal Will and Power of Attorney documents online from the comfort of home.
In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.
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