Player FM - Internet Radio Done Right
0-10 subscribers
Checked 13d ago
Ajouté il y a quatre ans
Kandungan disediakan oleh Kathryn Toope and Verecan Capital Management Inc.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kathryn Toope and Verecan Capital Management Inc. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Player FM - Aplikasi Podcast
Pergi ke luar talian dengan aplikasi Player FM !
Pergi ke luar talian dengan aplikasi Player FM !
Podcast Berbaloi untuk Didengar
DITAJA
<
<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/we-have-the-receipts">We Have The Receipts</a></span>
![<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/we-have-the-receipts">We Have The Receipts</a></span> podcast artwork](https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/32.jpg 32w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/64.jpg 64w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/128.jpg 128w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/256.jpg 256w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/512.jpg 512w)
![<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/we-have-the-receipts">We Have The Receipts</a></span> podcast artwork](/static/images/64pixel.png)
Hosted by Chris Burns, We Have The Receipts is a bi-weekly all-access deep dive into Netflix Unscripted Reality! Each episode will bring you closer to the people behind the reality, with the free-flowing depth of podcast conversations and viral elements of TV’s best talk shows. We Have The Receipts is an upbeat, fan-first destination to uncover more insider secrets, more expert hot takes, and more off-the-rails drama from their favorite Netflix reality stars.
Barenaked Money
Tandakan semua sebagai (belum) dimainkan
Manage series 2904331
Kandungan disediakan oleh Kathryn Toope and Verecan Capital Management Inc.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kathryn Toope and Verecan Capital Management Inc. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial future with confidence. Subscribe now to stay informed, empowered, and entertained. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada except Manitoba.
…
continue reading
129 episod
Tandakan semua sebagai (belum) dimainkan
Manage series 2904331
Kandungan disediakan oleh Kathryn Toope and Verecan Capital Management Inc.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kathryn Toope and Verecan Capital Management Inc. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial future with confidence. Subscribe now to stay informed, empowered, and entertained. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada except Manitoba.
…
continue reading
129 episod
Semua episod
×![Artwork](/static/images/128pixel.png)
1 124: Guest Nathaniel Baker | The Contrarian Investor 36:59
36:59
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai36:59![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Contrarian Insights and Market Predictions with Nathaniel E. Baker In this episode of Barenaked Money, hosts Josh Sheluk and Colin White welcome Nathaniel E. Baker, host of the Contrarian Podcast. They discuss the goals and achievements of the Contrarian Podcast, emphasizing the value of challenging prevailing market sentiments. The conversation covers past financial predictions, including the Magnificent Seven stocks, Bitcoin, and natural gas. The guests also delve into political, inflation, and geopolitical uncertainties forecasted for 2025. Additionally, Taylor Swift's economic impact and the potential uses of AI are explored, providing a broad look at current and future market trends. 00:00 Introduction to Barenaked Money 00:12 Meet Nathaniel E. Baker 00:42 The Contrarian Investor Podcast 02:49 Challenges of Contrarian Opinions 03:22 Market Predictions and Mistakes 07:54 Contrarian Opinions on Natural Gas 14:40 Policy and Geopolitical Uncertainty 27:20 The Future of AI and Blockchain 31:39 Taylor Swift and Industry Changes 33:24 Conclusion and Final Thoughts…
![Artwork](/static/images/128pixel.png)
1 123: A Look Ahead | Bold Predictions for 2025, Verecan Style 42:01
42:01
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai42:01![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Barenaked Money: Predicting Financial Trends for 2025 In this episode of Barenaked Money, hosts Josh Sheluk and Colin White, portfolio managers at Verecan Capital Management, Inc., dive into their financial predictions for 2025. They discuss potential market corrections, the efficacy of political promises like Trump's proposed savings, the impact of tariffs, and the performance of bonds and ETFs. It's a riveting conversation blending expert knowledge with humor and practical advice for the everyday investor. 00:00 Introduction to Barenaked Money 00:14 Predicting 2025: Accountability and Expectations 01:18 The Nature of Predictions: Risks and Rewards 02:48 Josh's Predictions: Politics First 03:22 Trump's Efficiency Promise: A Deep Dive 06:59 Tariffs and Public Perception 10:32 Market Predictions: Bonds and Economic Trends 18:24 Market Correction: Not Trump's Fault 20:59 Stock Market Predictions for 2025 21:42 The Myth of Average Returns 22:24 Managing Client Expectations 23:29 The Reality of Market Predictions 24:56 Understanding Randomness in Markets 27:09 Leveraged ETFs: A Risky Bet 33:26 The Return of Day Traders 40:32 Conclusion and Final Thoughts…
![Artwork](/static/images/128pixel.png)
1 122: A Look Back | Reviewing 2024 37:45
37:45
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai37:45![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Recap and Predictions: A Financial Review and Forecast for 2024 and 2025 In this episode of Barenaked Money, hosts Josh Sheluk and Colin White from Verecan Capital Management take a look back at their financial predictions for 2024, examining which of their forecasts came to fruition and which missed the mark. They discuss topics including Canadian inflation rates, the real estate market, the performance of Bitcoin, and the influence of AI in various sectors. The episode also highlights the importance of context and external factors in financial forecasting, and sets the stage for their upcoming predictions for 2025. Listeners can expect an entertaining and insightful discussion on the complexities and unforeseen outcomes in the world of finance. 00:00 Introduction to Barenaked Money 01:03 Evaluating Last Year's Predictions 01:13 Canadian Inflation Predictions 03:49 Real Estate Market Insights 06:57 Bitcoin and Risk Assets 09:31 Bond Market Performance 12:52 Magnificent Seven and Market Concentration 20:28 Healthcare and Pharma Predictions 24:29 Novel Investment Products 28:30 Geopolitical Surprises of 2024 32:08 Economic Indicators and Recession Predictions 35:45 Conclusion and Final Thoughts…
![Artwork](/static/images/128pixel.png)
1 121: Estate Planning Essentials | Guest Jonathan Hooper 42:51
42:51
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai42:51![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Estate Planning Pitfalls and Precious Insights with Jonathan Hooper In this episode of Barenaked Money, Colin White and Matthew Kempton of Verecan Capital Management are joined by special guest Jonathan Hooper, an estate lawyer with Tupman and Bloom, to explore common mistakes in estate planning. The conversation primarily focuses on the complications that arise from outdated estate plans, the dangers of joint ownership, and the legal intricacies involved in ensuring that your assets are passed on according to your wishes. Hooper shares his expertise on issues such as unaddressed changes in life circumstances, the complexities of the probate process, and the importance of having a proper executor. The hosts and guest emphasize the significance of keeping estate plans updated and transparent to avoid legal disputes and family conflicts. They also touch on the role of trusts, tax implications, and best practices for ensuring a smooth transfer of wealth. The episode concludes with a preview of an upcoming discussion on the challenges of joint ownership in estate planning. 00:00 Introduction to Barenaked Money 00:26 Meet the Guest: Jonathan Hooper 01:17 Common Estate Planning Mistakes 02:52 The Importance of Keeping Your Estate Plan Updated 03:10 Joint Ownership Issues in Estate Planning 04:56 Understanding Joint Ownership Issues 05:22 Legal Obligations and Misconceptions 06:56 Simplifying Your Estate Plan 07:46 The Role of Executors in Estate Planning 13:56 Tax Considerations in Estate Planning 19:39 Executor Responsibilities and Challenges 19:50 Involving Multiple Generations in Estate Planning 21:36 Dealing with Family Dynamics in Estate Planning 26:45 Legal Challenges and Trusts in Estate Planning 29:28 Avoiding Probate and Tax Issues 39:37 Conclusion and Teaser for Next Episode 39:37 Conclusion and Teaser for Next Episode 41:21 Final Disclaimer and Contact Information…
![Artwork](/static/images/128pixel.png)
1 120: Conflicts of Interest | Seminar 1:29:03
1:29:03
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai1:29:03![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Team Introductions and Tackling Conflicts of Interest in Financial Services In this episode, Josh begins by introducing various team members from Verecan Capital Management, sharing unique tidbits about each person. Following the introductions, portfolio managers Devin Cattelan and Colin White present on conflicts of interest within the financial services industry. The session covers topics like market updates, misleading financial advice, and the importance of integrity and fiduciary responsibility. The presenters share examples of good news stories, the impact of politics on markets, and the risks of do-it-yourself investing. They also discuss the challenges related to financial products designed to sell rather than perform, and the cultural and operational philosophy at Verecan that aims to eliminate conflicts of interest. The session ends with a Q&A, focusing on company policies, future plans, and how Verecan maintains its client-first approach. 00:00 Team Introductions with Fun Facts 04:15 Market Update and Good News 13:52 Conflicts of Interest in Financial Services 19:54 Real-World Examples of Conflicts 33:03 Product Design and Sales Culture 43:25 DIY Investing Pitfalls 45:38 Robinhood and GameStop: A Conflict of Interest 46:27 The Problem with Financial Titles 47:57 Investment Advisor vs. Portfolio Manager 53:57 TD Bank's Historic Fine and Corporate Governance 59:40 Verecan's Unique Business Model 01:02:43 Q&A Session: Industry Insights and Practices 01:13:52 Concluding Remarks and Final Questions…
![Artwork](/static/images/128pixel.png)
1 119: AI's Influence on Financial Strategies 40:59
40:59
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai40:59![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Unveiling AI's Impact on Financial Planning with Diandra Camilleri In this episode of Barenaked Money, host Colin White of Verecan Capital Management is joined by Diandra Camilleri, an associate portfolio manager and in-house AI expert. The conversation delves into the role of artificial intelligence in financial planning. They discuss Diandra's observations from a recent survey on Canadians using AI to manage finances and her experiments with AI tools like ChatGPT. The discussion touches on the promise and pitfalls of using AI for investment advice, highlighting both its potential and significant limitations. They also explore broader implications for financial advisors and the industry as AI technology evolves. 00:00 Introduction to Barenaked Money 00:19 Meet Deandra: AI Expert 01:16 AI in Financial Planning: Survey Insights 02:24 Exploring AI's Investment Recommendations 05:00 AI's Limitations and Surprising Reactions 08:43 The Future of AI in Financial Planning 15:37 Human Touch in Financial Advice 18:31 AI's Popularity vs. Value Fallacy 21:24 The Viral Bank Fraud Phenomenon 22:02 AI's Role in Financial Advice 23:12 The Ethics of Financial Advice 26:06 AI's Impact on the Financial Industry 27:55 The Future of AI in Finance 32:21 Balancing Efficiency and Ethics 36:12 Concluding Thoughts and Future Predictions 38:43 Final Remarks and Contact Information…
Decoding Post-Election Investment Strategies In this episode of Barenaked Money, hosts Josh Sheluk and Colin White from Verecan Capital Management, Inc. discuss the implications of the recent election on financial markets. They delve into the complexities of making investment decisions based on election outcomes, the unpredictability of policy changes, and the pitfalls of 'Trump trade' strategies. By examining past and present scenarios, they stress the importance of long-term financial planning and avoiding speculative investments. Throughout, they offer insights into how political events impact the economy and investor behavior, ultimately advocating for a measured and well-informed investment approach. 00:00 Introduction to Barenaked Money 00:21 Post-Election Reflections 01:18 Investment Ideas Post-Election 02:25 The Reality of Predicting Markets 05:58 Historical Context and Market Cycles 14:54 Political Events and Market Reactions 21:17 Concluding Thoughts and Advice 23:04 Outro and Disclaimer…
![Artwork](/static/images/128pixel.png)
1 117: Global Events and Their Financial Impact 21:35
21:35
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai21:35![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Navigating Global Financial Turbulence with Josh and Colin In this episode of Barenaked Money, hosts Josh Sheluk and Colin White, portfolio managers at Verecan Capital Management Inc., discuss the latest global finance news. Topics include the ongoing conflict in the Middle East and its muted market impact, recent job reports from Canada and the U.S., and fluctuating interest rates. The duo also delves into regulatory challenges faced by TD Bank, highlighting a series of significant fines and governance issues. The episode underscores the unpredictable nature of markets and the importance of prudent financial planning. 00:00 Introduction to Barenaked Money 00:44 Current Events: Middle East Conflict 01:50 Market Reactions and Predictions 05:25 Economic Indicators: Jobs and Interest Rates 12:39 TD Bank Scandal and Its Implications 20:05 Conclusion and Final Thoughts…
![Artwork](/static/images/128pixel.png)
1 116: Gifting Money: A Balancing Act in Financial Planning 33:27
33:27
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai33:27![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Navigating the Complexities of Intergenerational Wealth Transfer In this insightful episode of Barenaked Money, host Josh Sheluk and Amanda McKenna, Associate Portfolio Manager at Verecan Capital Management, delve into the intricacies of intergenerational wealth transfer. The discussion covers crucial aspects such as ensuring one's financial stability before gifting, helping younger generations enter the housing market, and navigating evolving family dynamics. Key topics include the importance of communication to reduce conflicts, strategies for financial gifting, benefits of gradual distribution, tax implications, and potential legal issues of gifting property. The conversation highlights the necessity of involving financial advisors and maintaining updated wills for successful wealth transfers, providing listeners with practical advice and steps to ensure family harmony and effective asset management. 00:00 Introduction to Barenaked Money 00:29 The Great Wealth Transfer 01:40 Gifting Money to Adult Children: Key Considerations 02:31 Balancing Financial Support and Personal Goals 04:46 Generational Perspectives on Wealth and Real Estate 09:00 Family Dynamics and Financial Fairness 13:55 The Importance of Communication in Estate Planning 16:27 When is the Right Time to Gift? 17:33 Financial Maturity and Stability in Gifting 19:13 Gradual Gifting: A Practical Approach 20:47 Pros and Cons of Gifting Money vs. Estate 22:23 Tax Implications of Gifting 24:49 Gifting Assets: Legal Considerations 28:56 Updating Your Will and Final Thoughts on Gifting 31:40 Conclusion and Final Advice…
The Dividend Debate: Unpacking the Myths and Realities of Dividend Investing In this episode of Barenaked Money, hosts Josh Sheluk and Colin White from Verecan Capital Management dissect the popular belief that dividend investing is a foolproof strategy. They discuss the underlying appeal of dividends and the potential misconceptions about dividend safety and provide insights into the historical performance of dividend-focused investments versus broad market indices. They also explore how the financial industry markets dividend products, the risks associated with over-concentrated dividend portfolios, and the importance of total return and diversification in investment strategy. The episode aims to demystify the complexity of dividend investing and emphasize the necessity of a well-rounded approach to portfolio management. 00:00 Introduction to Barenaked Money 00:17 The Case Against Dividend Investing 01:11 Why Dividends Are Popular 03:27 Debunking the Risk Reduction Myth 04:32 Interest Rate Sensitivity of Dividend Stocks 06:57 The Evolution of Dividend Policies 11:09 Dividend Strategies vs. Total Return 21:29 The Pitfalls of Dividend-Focused Products 29:45 Conclusion and Final Thoughts…
![Artwork](/static/images/128pixel.png)
1 113: Headline News | Dissecting the TD Bank Scandal & More 13:56
13:56
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai13:56![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Breaking Down TD Bank's $2.6B Fine & The Canadian Banking Landscape In this episode of Barenaked Money, hosts Josh Sheluk and Colin White delve into TD Bank's recent $2.6 billion U.S. fine for anti-money laundering lapses in the States. They discuss how Canadian banks like TD operate in the U.S. market and the implications for their profitability and regulatory challenges. The conversation also touches on the Canadian banking system's stability and profitability, the impact of these international endeavors on Canadian investors, and the recent adjustments in U.S. jobs numbers and what they signify for market expectations. Josh and Colin offer a balanced discussion on the competitive edge of Canadian banks and their operational struggles abroad, providing a comprehensive view of current financial headlines. 00:00 Introduction to Barenaked Money 00:17 TD Bank's Money Laundering Scandal 01:34 Impact on Canadian Investors 02:16 Canadian Banks in the U.S. Market 05:07 Profitability and Shareholder Returns 08:37 Market Observations and Job Numbers 12:21 Closing Thoughts and Disclaimers…
Understanding Conflicts of Interest in Financial Advice In this episode of Barenaked Money, hosts Josh Sheluk and Colin White, portfolio managers at Verecan Capital Management Inc., delve into the complex topic of conflicts of interest in financial advice. They explore conflicts, including those seen in independent financial firms, private investment products, and sell-side research. Through recent examples and in-depth discussion, Josh and Colin emphasize the importance of understanding the business models and compensation structures behind financial advice to help protect and educate investors. They conclude by stressing the necessity of consulting genuine professionals while remaining vigilant of potential conflicts. 00:00 Introduction to Barenaked Money 00:19 Defining Conflict in Financial Advice 02:28 Case Study: Wellington Altus and ETF Provider 06:32 The Impact of Conflicts of Interest 11:41 Regulatory Challenges and Industry Practices 13:40 Verecan's Approach to Transparency 16:16 The Broader Financial Landscape 17:50 The Role of Business Models in Financial Advice 22:02 The Rise of Private Investment Products 22:50 Incentives and Pricing Discretion 23:41 Conflicts of Interest in Private Investments 24:37 The Attraction of Bad Actors 25:14 The End of Investment Cycles 26:27 Challenges in Evaluating Investments 27:40 Case Study: Brookfield's Conflicts of Interest 36:38 The Problem with Transactional Relationships 39:05 Sell-Side Research and Its Conflicts 41:55 Final Thoughts and Lessons 44:05 Conclusion and Disclaimers…
The news in review. In this episode of Barenaked Money, hosts Josh Sheluk and Colin White discuss the latest financial news, focusing on the recent trends in tech stocks, particularly the significant decline of NVIDIA and its implications. They delve into the potential bubble forming around AI investments, drawing parallels to the dot-com bubble. They also touch on the economic indicators from Canada and the US, such as GDP numbers and interest rates, and debate the potential for a 'soft landing' in the economy despite rising debt levels. 00:00 Introduction to Barenaked Money 00:23 Recent Market Highlights 01:28 Tech Stocks and AI Investments 04:11 Investment Strategies and Market Trends 09:32 Economic Indicators and Interest Rates 14:54 Conclusion and Disclaimers…
![Artwork](/static/images/128pixel.png)
1 110: Home Bias in Investing | How Geography Impacts Decision Making 28:13
28:13
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai28:13![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Understanding Home Bias and Risk in Canadian Investment Portfolios In this episode of Barenaked Money, hosts Josh Sheluk and Matthew Kempton explore the topic of 'home bias' in Canadian investment portfolios. Fresh from a vacation, Matt discusses a recent study that reveals the tendency of Canadian investors to invest heavily in local assets compared to their global counterparts. They delve into the reasons behind this bias, including familiarity and perceived safety, and highlight the risks and reduced diversification from over-concentration in the Canadian market. The discussion also covers the impact of tax benefits, currency considerations, and the importance of a globally diversified portfolio for improved risk management. The episode concludes with a call to embrace diversification to ensure long-term investment success. 00:00 Introduction to Barenaked Money Podcast 00:15 Introducing Today's Topic: Canadian Investment Bias 00:57 Understanding Home Bias in Canadian Investments 01:30 Tax Benefits and Risks of Home Bias 03:02 The Importance of Diversification 08:39 Sector Concentration and Market Risks 17:07 Global vs. Canadian Bonds 25:34 Final Thoughts and Investment Philosophy 26:34 Conclusion and Disclaimer…
![Artwork](/static/images/128pixel.png)
1 109: Summer Financial Forecast | A Soft Landing or Mythical Beast 12:40
12:40
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai12:40![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
The Reality of Soft Landings: Myths, Markets, and Diversification Strategies In this episode of Barenaked Money, hosts Josh Sheluk and Colin White from Verecan Capital Management, Inc. discuss the concept of a 'soft landing' in the financial markets. They explore the feasibility of maintaining stable economic conditions despite rising rates and inflation. The conversation delves into the performance and risks associated with major stocks, highlighting the dominance of companies like Nvidia. The hosts stress the importance of diversification and caution in portfolio management to navigate potential economic slowdowns. They conclude with advice on maintaining a balanced investment approach, especially given the current market uncertainties. 00:00 Introduction to Bear Naked Money 00:13 Discussing the Soft Landing Myth 01:00 Market Predictions and Economic Outlook 03:13 The Magnificent Seven and Market Risks 03:47 Diversification and Investment Strategies 09:15 Economic Trends and Future Expectations…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 108: Estate Planning Mistakes | Common Errors and How to Avoid Them 33:39
33:39
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai33:39![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Estate Planning Mistakes: Common Errors and How to Avoid Them In this episode of Barenaked Money, hosts Josh Sheluk and Colin White discuss common mistakes in estate planning. They emphasize the importance of having a will, the dangers of procrastination, and the need for regular updates and clear communication. They also touch on complications with executor selection, tax issues, and the pitfalls of overcomplicated wills. The episode offers practical advice for starting conversations with professional advisors and stresses the importance of simplicity and forethought in estate planning decisions. 00:00 Introduction to Barenaked Money 00:18 Estate Planning Mistakes: The Importance of Having a Will 01:54 Procrastination and Estate Planning 10:45 The Pitfalls of a Badly Drafted Will 14:55 Updating Your Estate Plan 18:15 Communication in Estate Planning 26:33 Financial Considerations in Estate Planning 30:18 Conclusion: The Importance of an Estate Plan 32:30 Disclaimer and Closing Remarks…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 107: Your Guide to Interest Rates and Their Implications 25:10
25:10
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai25:10![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Barenaked Money: Understanding the Impact of Interest Rate Cuts on Your Finances In this episode of 'Barenaked Money,' hosts Josh Sheluk and Colin White of Verecan Capital Management discuss the recent interest rate cut by the Bank of Canada. Through a series of candid questions, they explore the implications of the rate cut on various financial decisions, including variable rate mortgages, real estate investments, and the likelihood of a recession. They emphasize the importance of personal financial situations over market news and provide practical advice on navigating the current financial landscape. The episode also touches on common misconceptions about dividend stocks and the efficacy of central bankers. 00:00 Introduction to Barenaked Money 00:19 Interest Rates and the Bank of Canada 06:29 Impact on Borrowers and Mortgages 09:11 Real Estate Market Insights 13:09 Recession Concerns and Economic Outlook 17:20 Investment Strategies and Portfolio Management 23:26 Conclusion and Final Thoughts…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
This podcast episode is about the financial challenges and considerations of caring for elderly people. The hosts, Josh and Colin, are portfolio managers who share some statistics, options, and advice on how to plan for elder care, both as a potential caregiver and as a potential recipient. They discuss the costs and benefits of different types of care, such as public, private, and in-home care, as well as the importance of communication, simplicity, and flexibility. They also talk about some tax credits and government programs that can help with elder care expenses. Josh and Colin discuss the challenges and considerations of caring for elderly people and how that affects the financial situation of both the caregivers and the care recipients. 0:16 They share some statistics and trends of the aging population in Canada and the implications for the demand and supply of elder care services. 1:20 They explore the different options and costs of assisted living, from public to private facilities, and the importance of being aware of the resources and programs available in the community. 12:16 They talk about the benefits of simplifying and communicating the estate planning and financial wishes of the elders and the potential tax credits and incentives that can help reduce the burden. 8:45 They highlight the role of a financial advisor in facilitating and moderating the conversations between the generations and providing guidance on the best strategies for each situation. 16:42 They also share some personal stories and experiences of dealing with elder care and estate planning in their own families. 4:18, 6:51, 15:40 They give some tips and advice on how to plan ahead and adjust accordingly for the various scenarios and outcomes that may arise in the future. 5:47, 11:14, 12:58, 25:13 Care options, choosing the best plan for you and the person you care for (Gov’t of Canada) https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/care-options.html Benefit finder (Gov’t of Canada) https://srv138.services.gc.ca/daf/q?id=d2e80a19-2881-4f00-bb3c-82ccb647daa6&goctemplateculture=en-ca…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 105: Philanthropic Giving | With Special Guest Peter Fardy 57:06
57:06
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai57:06![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Philanthropy Unveiled: Expert Insights on Purposeful Giving In this episode of Barenaked Money, Colin White and Matthew Kempton, alongside guest expert Peter Fardy from Northport Philanthropic, delve into the nuances of philanthropic giving. They discuss the importance of aligning donations with personal values, creating impactful giving strategies, and the significance of donor-organization partnerships. Listeners are guided on how to establish successful legacy funds, approach charitable organizations, and balance flexibility with focused giving. The conversation emphasizes the role of advisors in helping donors make informed and meaningful philanthropic decisions. 00:00 Introduction to Barenaked Money 00:17 Philanthropic Giving: A Naked Conversation 00:45 Meet the Expert: Peter Fardy 04:17 Understanding Donor Discontent 04:54 Purposeful Philanthropy: Creating Impact 12:55 Navigating Family Dynamics in Philanthropy 17:43 Values-Driven Philanthropy 32:29 Evaluating Charitable Organizations 40:16 Supporting Grassroots Organizations 46:33 Establishing a Legacy Fund 54:35 Conclusion and Final Thoughts…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 104: And Baby Makes Three | Preparing the Financial Nest 29:01
29:01
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai29:01![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In this episode, Josh and Colin dive into the financial aspects of becoming a parent. They discuss budgeting for a new baby, insurance adjustments, and savings strategies to ensure your family is secure. Tune in for practical advice on preparing financially for this big life change.
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 103: The Canadian Budget | What's In It For Me? 39:36
39:36
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai39:36![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
The team reviews some of the more...interesting parts of the Canadian Federal Budget and, in terms that make sense, tell us how included changes might impact you. Josh & Colin also cover recent relevant headlines!
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 102: More Bad Advice | Part 2 of the Team's Stories of Terrible Financial Advice 48:14
48:14
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai48:14![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
"In this episode of Barenaked Money, our hosts Josh Sheluk and Colin White, along with guests from the team, delve into real-life stories of the worst financial advice they've encountered. From eight-year car loans to misconceptions about real estate investments, this episode is packed with cautionary tales and insights on making prudent financial decisions."…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 101: Talking About Money | Pt 2 41:19
41:19
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai41:19![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 100: The Worst Advice Ever | So Far 46:11
46:11
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai46:11![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 99: Talking About Money | Pt 1 46:49
46:49
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai46:49![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In this compelling episode of Barenaked Money, join Colin White and guest Matt Kempton as we delve into the crucial conversation of money and estate planning. Discover the importance of discussing your estate plan with your family, the challenges and benefits that come with it, and how to navigate the biggest generational wealth transfer in Canadian history. This episode is a must-listen for anyone looking to make informed financial decisions for their future.…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
In this episode, Josh Sheluk and Colin White break down the complex world of retirement savings. They discuss pension plans, group RRSPs, and the key differences between defined benefit and defined contribution plans. Learn how each plan works, the benefits they offer, and why understanding longevity risk is crucial for your retirement strategy. Whether you're planning for retirement or just curious about your options, this episode offers valuable insights to navigate your savings plan effectively.…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Bonus Episode: The Women's Book Club | Thinking in Bets by Annie Duke 31:22
31:22
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai31:22![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In this podcast episode, the hosts discuss the book "Thinking in Bets" by Annie Duke. They introduce the book and its author, highlighting Duke's background as a professional poker player and her expertise in decision strategy. The hosts then share their initial impressions of the book, with one host mentioning how it changed their perspective on decision-making as a form of betting. They discuss the concept of resulting and how it can impact decision-making, as well as the importance of evaluating the process rather than just the outcome. The hosts also discuss the value of uncertainty and the need to embrace it in decision-making. They mention various cognitive biases discussed in the book, such as loss aversion and temporal discounting, and how they can impact decision-making. The hosts share examples of decisions they have made differently since reading the book, such as changing morning routines and being more aware of biases in client interactions. They also discuss the value of having a diverse group of perspectives to challenge biases and improve decision-making. The hosts conclude by discussing the overall value of the book and its applicability to various aspects of life.…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 97: The Population Trap | Catch & Release 33:36
33:36
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai33:36![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In this episode, we're tackling the hot topic of Canada's population growth and its economic implications. We're discussing the concept of a "population trap", as highlighted by National Bank Financial, and the critical need for increased investment in our capital stock. Join us as we delve into how immigration affects the housing market and the significance of policy reforms in combating the housing shortage. We also examine the downturn in private sector investment and conclude with strategies to enhance Canada's living standards. Dive in with us for a comprehensive analysis of paving the path to prosperity.…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 96: Interview With the CIO | Our Investment Philosophy & Process 30:22
30:22
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai30:22![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In this insightful episode, Verecan's VP of Marketing & Communications, Kathryn Toope, sits down with Josh Sheluk, Chief Investment Officer at Verecan Capital Management Inc. , to delve into the core of Verecan's investment philosophy and process . Sheluk shares the firm's approach to navigating the unpredictability of the markets without engaging in futile forecasting. Through a blend of collaborative decision-making, diversification, and a keen focus on downside protection and risk assessment, they outline how they construct resilient investment portfolios. The conversation also covers their methodical approach to buying and selling investments, underscored by the importance of rigorous research and due diligence. Tune in to gain valuable perspectives on making prudent investment choices in an uncertain world.…
B
Barenaked Money
![Barenaked Money podcast artwork](/static/images/64pixel.png)
1 Episode 95: So Fetch | Our Thoughts on Projected Trends for 2024 37:07
37:07
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai37:07![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
In this episode of the Barenaked Money Podcast, join hosts Josh Sheluk and Matthew Kempton as they delve into key trends for 2024. Topics include the Canadian entrepreneurial renaissance, AI's impact on energy, the rise in centenarians, fertility trends, the future of private equity, changes in streaming services, and the growth of content creation as a career. They also discuss the importance of emotional well-being in retirement planning. Tune in for a lively debate and insightful perspectives on these emerging trends.…
Selamat datang ke Player FM
Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.