Episodes

  • Technical Analysis with Keith Richards from ValueTrend Wealth Management
    Mar 28 2024

    Ellen Roseman speaks with Keith Richards, Founder and Portfolio Manager for ValueTrend Wealth Management. They discuss the difference between Technical Analysis and Fundamental Analysis and how they fit into a portfolio. They also discuss concepts like support and resistance.

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    46 mins
  • Financial Planning for Retirement
    Feb 16 2024

    Ellen Roseman speaks to Fred Vettese, author of "Retirement Income For Life; Getting More Without Saving More", 3rd Edition.  They talk about Old Age Security, the Canada Pension Plan, attitudes around retirement and the fear of outlasting your nest egg. 

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    38 mins
  • Optimism Bias with John De Goey, Investment Advisor and Author
    Jan 4 2024

    Ellen Roseman speaks to John De Goey, Investment Advisor and author of his new book "Bullshift" about optimism bias that investors and advisors have and whether or not it introduces risk to our portfolios. 

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    39 mins
  • The Woman's Path to Financial Equity
    Nov 16 2023

    Ellen Roseman speaks to Janine Rogan, CPA and author of The Pink Tax about how women have systematically been held back financially. They talk about financial feminism, the gender pay gap as well as policies that assist women to reach financial equity like paid maternity leave and affordable child care among others.

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    45 mins
  • Real Estate as an Investment
    Oct 20 2023

    Ellen Roseman speaks with Clay Jarvis of Nerdwallet.ca.  They discuss the mortgages, becoming a landlord, what to expect when becoming a landlord as well the gratification that one can receive from becoming a real estate investor among a host of other topics.

    This Episode is brought to you buy BMOETFs.com.

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    37 mins
  • Four Steps For A Worry Free Retirement with Kyle Prevost
    Sep 20 2023

    Ellen Roseman speaks with Kyle Prevost, co-author of the book More Money For Beer and Textbooks and self-proclaimed personal finance nerd, about his new retirement planning course for Canadians entitled "4 Steps to a Worry-Free Canadian Retirement." They discuss topics such as the incentive structure for advisors, the 70% rule of pre-retirement income in retirement, fee-only advice and a variety of personal finance topics including his four steps for a worry free retirement. They also discuss life living in Qatar.

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    47 mins
  • Fight Food Inflation!
    Jun 21 2023

    Foodflation!!  We are all facing it!  In this episode, Ellen Roseman talks to a Canadian Researcher in food distribution and policy and otherwise known as The Food Professor, Sylvain Charlebois.  They discuss food inflation, tipflation and even shrinkflation and how to fight them. They also talk about Canada's Food Price Report and Skip The Dishes Inflation Cookbook.

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    29 mins
  • The New Un-Retirement
    May 3 2023

    Ellen Roseman speaks with Julie Petrera, Senior Strategist for client needs at Edward Jones. They talk about the changing face of retirement in Canada including how the attitudes of Canadians towards retirement are changing. They discuss un-retirement and the "new retirement". They also talk the different programs that individuals use to fund their retirements like the RRSP, RRIFs, TFSA, and the CPP. 

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    34 mins