personal finance and investing
A hand-picked, playable selection of the best podcast episodes for this topic — each with the reason it earned its spot. Press play on any pick, or build your own playlist free.
Why these picks
8 episodes curated for "personal finance and investing"
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The curated episodes
8 episodes — each chosen for a reason you can read below.
Why this pick: This episode directly tackles why high-income Canadians often feel broke despite good earnings, focusing on habits like lifestyle creep, debt management, and cash flow planning—core personal finance challenges. It provides actionable tactics for consolidating debt, tracking spending, and building sustainable plans without deprivation, making it highly practical for listeners seeking control over finances. The expert insights from a certified cashflow coach add credibility and real-world applicability for investing and wealth building.
Why this pick: Addresses the common 'I'll figure it out' mentality that leads to financial avoidance, shame, and hidden costs like overdraft fees and forgotten subscriptions for high earners. It quantifies the real dollar impact and offers a system for intentional money management, debt payoff, and building confidence. This mindset-focused approach bridges behavioral finance with practical personal finance tools.
Why this pick: This episode breaks down flow-through funds as a tax-efficient investing strategy, covering history, portfolio selection, RRSP integration, and estate planning benefits. It uses real-life personal and corporate examples to illustrate tax advantages versus risks, directly addressing personal finance optimization. Expert advice on laddering, AMT implications, and advisor consultation makes it valuable for sophisticated tax-aware investors.
Why this pick: Emphasizing family money conversations, estate planning, wills, trusts, and tax implications, this tackles a critical yet often neglected area of personal finance. It highlights probate, gifting, liquidity, and avoiding family conflicts through proper documentation and communication. Practical takeaways on powers of attorney and coordinated planning provide long-term value for wealth preservation and inheritance management.
Why this pick: Focused on investing in the dental industry through roll-ups and operational improvements, this offers a unique perspective on sector-specific investing with recession resilience. It explores value creation, clinic integration, technology impacts, and risks/returns, ideal for those diversifying beyond traditional stocks. The balanced discussion on patient care versus efficiency provides depth for informed investment decisions in healthcare services.
Why this pick: Introduces 'financial emergence' as an identity shift essential for achieving goals like debt reduction and budgeting, beyond mere goal-setting. It discusses non-linear journeys, handling shame around debt, and a practical three-column exercise for preparing responses to setbacks. This deepens personal finance by focusing on mindset transformation for sustainable change.
Why this pick: Features expert Adam Grossman on asset allocation as key defense, simple stock/bond portfolios, and protecting assets pre-retirement. It covers Social Security timing, flat-fee advice over AUM, and AI's role in investing—core investing principles. Balanced with behavioral insights on staying calm in market stress, it suits intermediate investors seeking defensive strategies.
Why this pick: Explores investing in boring but stable essential services and infrastructure businesses via the New Look fund, emphasizing recession resilience and consistent returns. It covers investment criteria, tax efficiency, illiquidity management, and portfolio diversification for private investments. This provides a practical alternative perspective on income-generating assets beyond stocks.