PODCAST · business
Building Wealth On The Go
by KLT Wealth Management
KLT Wealth Management is bringing you a monthly podcast with discussions on investing strategies, financial tips, market updates, current events, economic outlooks, and a range of industry respected special guests.
Episodes
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Taxes & Investment Income: What You Need To Know
What actually hits your pocket after tax? Different types of investment income can receive very different tax treatment, especially when investing outside of registered accounts. In the latest episode of Building Wealth on the Go, Brad Wilson breaks down how interest income, Canadian dividends…
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Canada's Economy: The Mid-Year Check-In
Is Canada’s economy showing signs of strength? 🇨🇦💪 After a slower start to the year, recent economic data is painting a more positive picture. In the latest episode of Building Wealth on the Go, Brad Wilson looks at where Canada’s economy stands this summer, including employment, inflation…
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The Right Time: Does It Ever Exist?
⏳ 𝗪𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 "𝗿𝗶𝗴𝗵𝘁" 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁? It might feel like the safe choice, but waiting for certainty can sometimes cost more than getting started. In this month's Building Wealth on the Go, Brad Wilson explains why time in the market has historically mattered more...
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Canada's Economy: Where We Stand In 2026
𝗖𝗮𝗻𝗮𝗱𝗮 𝗜𝘀 𝗢𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝗶𝗻 𝗮 𝗥𝗲𝗰𝗲𝘀𝘀𝗶𝗼𝗻... 𝗢𝗿 𝗜𝘀 𝗜𝘁? 🤔 The headlines say Canada has entered a recession after two consecutive quarters of negative GDP growth. But many economists suggest the story may not be quite that simple. In this month's Building Wealth on…
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How to Make Sense of Today’s Market Headlines
Big swings in the market lately? 📊We’re seeing increased day-to-day volatility, with shifts across sectors from large tech to areas that have been quieter in recent years.Missing just a few of the best days may impact long-term results, which is why staying consistent and focused on your plan…
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What Most Canadians Get Wrong About Their TFSA
The TFSA Mistake Many Canadians Make 💡 In the latest episode of Building Wealth on the Go, Brad Wilson breaks down a common TFSA misconception and how Canadians can make better use of this flexible planning tool. Most Canadians have a TFSA, but many are missing its biggest benefit. Despite the...
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February 2026: Is Canada's Economy On Life Support?
Is Canada's economy on life support? 🇨🇦 In this month's episode of Building Wealth on the Go, Brad Wilson unpacks the latest headlines around slowing growth, with recent Bank of Canada rate cuts, and why some economists have placed Canada on "recession watch." While concerns around trade...
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Year End Markets: 2025 Recap and What's Ahead
2025 is in the books. So, what comes next? In this latest episode of Building Wealth on the Go, Brad Wilson wraps up what defined the markets in 2025 and shares an early snapshot of what forecasts are pointing to for 2026. Despite constant headlines and global uncertainty, the theme remains...
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Educational Deep Dive: Tax Loss Harvesting
As 2025 comes to a close, it’s the perfect time to take stock of your investments, and your taxes. In this month's update, Brad Wilson, CIM® breaks down one of the most valuable year-end strategies for Canadian investors: tax-loss selling. He explains how realizing losses can reduce your tax…
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November 2025: Market Update
The November Economic Update is here 📈 In this month’s episode of Building Wealth on the Go, Brad Wilson walks us through what is shaping Global, US, and Canadian markets as we move toward the end of 2025.If you want a clear snapshot of what is happening and why it matters, this episode is a...
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From Q3 to Q4: Market Moves That Matter
Markets stayed strong through Q3 2025, with major equity indexes posting solid gains and AI-focused stocks continuing to lead the charge. But with valuations stretching and credit spreads tightening, what might that mean heading into year-end? 🤔yesIn this refreshed version of Building Wealth on...
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S6E6 - How Much Do You Really Need to Retire?
One of the most common questions when planning for life after work:“How much is enough?” In this episode of Building Wealth On The Go, the KLT team breaks down what really goes into figuring out your number, from government benefits and real estate to tax rules and rising care costs.Whether…
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S6E5 - Unconventional Uses of Life Insurance
Life insurance isn’t just about protection, it’s a tool for building financial security and planning for the future.In this month’s episode of Building Wealth on The Go, we break down the different types of life insurance, when you might need them, and how to figure out the right coverage for…
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S6E4 - Home Buying 101: Costs, Considerations, & Smart Steps
Should you rent or own in 2025? On this episode of Building Wealth On The Go, the KLT Team breaks down the real costs of buying a home, hidden fees to watch for, and why renting might not be such a bad thing after all. Whether you're buying your first place or planning your next move, this one is...
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S6 E3 - The Annual Tax Tune-Up
Tax season is around the corner—but don’t worry, we’ve got your back. In this month’s episode of Building Wealth On The Go, we are focused on practical tax planning strategies to help you feel more prepared, less stressed, and fully in control of your finances. Join us as we share some tips and...
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Navigating Disability Tax Credits & Registered Disability Savings Plans
Have questions about navigating Disability Tax Credits and Registered Disability Savings Plans? In this month’s episode of Building Wealth on the Go, we break down grant qualification criteria, how RDSP grants work, and key strategies for planning ahead.
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S6E1 - Setting SMART Goals for 2025
Ready to crush your goals in 2025? 🎯 Tune into the latest episode of Building Wealth On The Go as we dive into setting SMART goals that stick! Learn how to stay on track and move closer to your financial and personal success. Let’s make progress, one SMART step at a time!
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S5E10 - 2024 Recap & 2025 Outlook
2024 in review, 2025 in view! 🎙️ Tune in to the latest episode of Building Wealth on the Go as we break down the highs, lows, and everything in between from this year’s markets—and share insights on what may be ahead for 2025.
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S5E8 - Wrap Up the Year Right: Year-End Tax Planning
As the year wraps up, it’s the perfect time to review your tax strategy and find ways to minimize taxes, while maximize your savings. Tune in to our latest podcast for valuable tips on giving back and keeping more of your hard-earned dollars!
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S5E9 - Tariffs & the Canadian Investor
In this episode of Building Wealth On The Go, we dig into the economic impact of tariffs following the US election, exploring their effects on trade, inflation, and market responses.
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S5E4 - Life Insurance & Market Outlook
Interested in learning the ins and outs of life insurance? Let us guide you through the various options to uncover the right fit for you.
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S5E3 - Debt Management and Market Outlook
Navigating your debt can feel intimidating, but we're here to help lessen the burden. On this episode of “Building Wealth On The GO," we provide you with knowledge on the types of debts and management strategies to leverage.
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S5E2 - Recent Updates, Recession, and Market Outlook
On this episode of “Building Wealth On The GO” we discuss recessions on a global to local scale, the investing landscape, and this month's market outlook.
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S5E1 - Latest Updates, Interest Rates and Bitcoin ETFS
On this episode of “Building Wealth On The GO” we discuss the latest market news updates, interest rates and Bitcoin ETFS.
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S4E9 - Latest Updates, Inflation Rates, and Market Outlook
On this week's episode of “Building Wealth On The GO” we discuss the latest market news updates and the impact of The Bank of Canada’s interest rate decision.
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S4E6 - Rate Hikes - Artificial Intelligence - Market Outlook
In this week’s episode, we discuss the recent rate hikes, sticky inflation, the surge of Artificial Intelligence, and Canada’s current standings on household debt among the G7 countries.
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S4E5 - US Debt Ceiling, Inflation and Market Outlook
In this episode we discuss, what is the US Debt Ceiling and why are we talking about it? What will the ramifications be? Inflation - Showing resilience despite a high interest rate environment
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S4E4 - Podcast - Economic Update and Housing
In this episode we cover the recent economic headlines, earning season, housing, market outlook, and our Exclusive upcoming event featuring Larry Berman Live.
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S4E3 - Recent Economic Headlines - Canadian Dollar - Tax Time
In this episode, we discuss the recent headlines regarding the Silicon Valley Bank Collapse and Westjet taking over Sunwing. We also cover job gains in February, the Canadian economy and claiming the Ontario Travel Tax Credit on your Taxes.
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S4E2 - Podcast - February 2023 - Economic Update
In this episode we discuss the year-to-date Economic update, News from the FED, and the Near term outlook.
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S4E1 - Podcast - January 2023 - New Years Resolutions - Budgeting Tips - Diversified Portfolios
Welcome to 2023. In this podcast, we discuss New Year's Resolutions, how the markets finished in 2022, and the importance of a diversified portfolio in uncertain markets.
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S3E15 - A look back at 2022
In this episode we look back at 2022 and what effected the volatility in the market. Covid, war, shutdowns, re-openings, real estate, and Inflation rate.
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S3E14- Podcast - Interview with Steve Moore from MNP
In this recent podcast, we interview Steve Moore of MNP where we discuss Year-End Tax Planning ideas, tax implications, donations, RRSP, TFSA, sole proprietorship and succession planning.
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S3E13 - Europe, the current economic conditions and how they relate to the Market
Recently travelled to Europe, we thought we would touch on its economy. Is Europe in a recession or is it going to happen soon? The Russia/Ukraine situation continues, UK separation, Italy just had an election... How does all this effect the economy.
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S3E12 - Interview with Christine Culbertson - Account Executive - Industrial Alliance Insurance and Financial Services
In our latest podcast we Interview Christine Culbertson - Account Executive from Industrial Alliance Insurance and Financial Services about Individual Pension Plans, Personal Pension Plans and Retirement Compensation Arrangements. How does it differ from a regular RRSP?
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S3E11 - Technology, Oil & Resource, Consumer Staples
Based on the current volatility in the Markets, lets look into the three main sectors and how they are being effected - Technology, Oil & Resources, and Consumer Staples. Enthusiasm, Supply & Demand, and Necessity
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S3E10 - Interview with Joe Cesnik - Vice President of Sales for Lysander Funds
Joe Cesnik takes a deep dive into fixed income, the bond market and what they are. What Lysander specializes in and the relationship with Canso. We also question Joe on current interest rates going up, how their strategies have changed, and how they mitigate risk in this market.
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S3E9 - Exclusive Interview with Larry Berman - Chief Investment Officer of QWealth
Larry has over 35 years of experience in the industry, working his way up in the early stages of his Career to Chief Technical Strategist of CIBC World Markets. From there, Larry went on to Co-found ETF Capital Management, and has continued that practice to date where EFT Capital Management is a...
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S3E8 - Managing finances as a couple
In this podcast, we cover things that should be discussed as a married or common-law couple: Common goals, joint bank accounts, spending habits, beneficiary, estate planning, life insurance, taxes, and spousal RRSP
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S3E7 - Meet our Portfolio Manager Josh Brown and A Market Update
In this podcast episode, we introduce our new QWealth Portfolio Manager Josh Brown where he discusses his role as a Discretionary Portfolio Manager as well as What's happening in the Markets.
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S3E6 - Market Update - Invasion - Interest Rates - New Covid Variant
This new episode covers the current volatile market caused by the Russian invasion on Ukraine. How the economy has been impacted with higher interest rates and the new Covid variant.
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S3E5: February 2022 - Market Update and RRSP Season
This episode covers market uncertainty, protest blockades, the Russia and Ukraine possible invasion, Investing 101 and RRSP Season.
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S3E4: January 2022 - What have the Markets been doing?
In our first episode of 2022, we discuss what the Markets have been doing, Inflation and the current effects of Omicron.
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S3E3: 2021 Year In Review + Big Changes At KLT!
Our final episode of 2021 has us reflecting on the year that was. We also are excited to share some big news about our firm. Lastly, we touch on things we are watching as we cross over into 2022. Take care and happy holidays! kltwealth.ca
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S3E2: Top global headlines and how to deal with volatility - 5 steps to help you manage emotional markets!
Welcome back to Season 2 Episode 3 - in this episode we discuss some hot button issues at the top of the tabloids. We also dive into the recent market volatility. With all of this causing concerns, we walk through 5 steps to manage your emotions in volatile markets.
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S3E1: Fall Economic Forecast and the Canadian Election.
We are back with a quick recap of the summer that was. We discuss current market conditions and economic outlook. We also dive a little but into the Canadian election. www.kltwealth.ca #election #economy #markets #investing
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S2E17: Managing Stress and Finding Motivation
Last episode of Season 2! In our Season 2 finale the team gets together to discuss strategies to manage stress, and how to manage financial stressors. We also touch on personal experiences in finding motivation, and dealing with stress/anxiety. Looking forward to being back in the fall with…
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S2E16: June market update - portfolio positioning, rotation to value, and is the housing market cooling?
In this episode we dive into a June market update, and take a look at the state of the. housing market. What does the increase to the qualifying mortgage rate mean for you? We also look at the re-opening factors with increasing vaccination rates worldwide and especially here in Canada....
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S2E15: What is the role of a Financial Advisor? What are the different types of Financial Advisors and what to look for?
In this episode we dive into the world of financial advice and the various types of advisors out there. We also look at how you can evaluate your advisor, and finding the right fit. If you have any questions feel free to contact us via social media or at [email protected] www.kltwealth.ca
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S2E14: Risk Management - What options exist? How to utilize and benefit from life insurance at all ages
Gross....Life Insurance, nobody likes to talk about it! But let's dive deep into the topic, and understand some of the ins and outs. There is more to life insurance when you have the right product with the right amount of coverage. There are also so many strategies to employ at all stages of…
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