FinancialPodcast.CA: Interviewing Professionals

Episodes

1. 63

   Charitable Giving | Episode 60

   1) Charitable Donation Recipients. 2) Charitable Non-Refundable Tax Credit. 3) Charitable Gifts, Crown Gifts, Cultural Gifts and Ecological Gifts. 4) Donating Capital Property. 5) Donations While Alive versus via a Will. 6) Charitable Remainder Trust. 7) Using Life Insurance. 8) Donating…

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   Jan 16, 2023
2. 62

   Disentitling an Adult Child from a Will | Episode 59

   1) Legal Obligation of Parent to Financially Dependent Child. 2) Legal Obligation of Parent to Adult Child. 3) Legal Obligation of Adult Child to a Parent. 4) Treating Adult Children Equally in a Will. 5) Treating Adult Children Fairly in a Will. 6) Situations Where a Parent Might Disentitle an...

   Jan 3, 2023
3. 61

   Issues with Do – It – Yourself Estate Planning | Episode 58

   1) Holograph Wills. 2) Making an Asset Joint. 3) Mom Keeps Cash Only. 4) Loans to Adult Children. 5) Leaving the House to the Cat. Guest: Shannon James Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters...

   Dec 28, 2022
4. 60

   Review of Book: Retired. Rewired! Not Expired! By Joel Cadesky | Episode 57

   1) Why Now? 2) Growing Up in Owen Sound. 3) The Teaching Era. 4) Service, Service, Service. 5) A Personal Legacy. Guest: Joel Cadesky. With more than 40 years of experience providing benefits and life insurance advice, Joel is known across the industry for his professionalism, passion and...

   Dec 20, 2022
5. 59

   Estate Planning in Special Situations | Episode 56

   1) The “Traditional” Family Unit. 2) Divorcing with Young Children. 3) Second Marriages with Children. 4) A Family Cottage. 5) Owning a Business. Guest: Jonathan Ng Jonathan practices at Underwood Gilholme Estate Lawyers, a group that works exclusively in estate matters. He assists clients in the...

   Dec 12, 2022
6. 58

   Succession Planning | Episode 55

   1) Succession Planning Defined. 2) Beginning Your Succession Plan. 3) Sole Proprietorships and Partnerships. 4) Common Exit Strategies for a CCPC. 5) Funding Strategies. 6) Estate Freezes. 7) Capital Gains Exemption. Guest: Irfanali Moledina Irfanali started his accounting practice in 2011 after...

   Dec 6, 2022
7. 57

   Retirement Income Technical Issues | Episode 54

   1) Primary Retirement Goals. 2) When to Begin CPP. 3) RRSP vs TFSA. 4) Pension Credit. 5) Age Credit. 6) Medical Expense Tax Credit. 7) Disability Tax Credit. 8) Individual Pension Plans. Guest: Lesley Bloxham Lesley has over 28 years of combined experience working in public practice and…

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   Nov 29, 2022
8. 56

   From a Man with 40 Years of Experience. Part 2 | Episode 53

   1) Learn About Your Clients. 2) Learn from the Best in the Business. 3) Believe in Yourself. 4) Take a No and Turn it into a Yes. 5) See People See People See People. Guest: Joel Cadesky With more than 40 years of experience providing benefits and life insurance advice, Joel is known across the...

   Nov 21, 2022
9. 55

   From a Man with 40 Years of Experience. Part 1 | Episode 53

   1) The Importance of Discipline; 2) A 40 Year Journey Begins; 3) Finding Inspiration; 4) Handling Adversity; 5) Being a Leader; 6) How to Value Clients. Guest: Joel Cadesky With more than 40 years of experience providing benefits and life insurance advice, Joel is known across the industry for…

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   Nov 16, 2022
10. 54

    The Exempt Market | Episode 52.

    1) The Exempt Market. 2) The Major Differences. 3) The Risks. 4) How to Purchase Exempt Products. 5) Eligibility for Registered Plans. Guest: Sheila Nielsen I grew up on a farm in rural Alberta and learned many of life’s important lessons there. I had an idyllic childhood filled with the freedom…

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    Nov 2, 2022
11. 53

    The Wealthy Buddhist | Episode 51

    1) The Main Message of The Wealthy Buddhist. 2) A Philosophy. 3) A Beginner’s Mind. 4) Right Livelihood. 5) An Entrepreneur. 6) Ability Trust and Integrity Trust. 7) Spending Mindfully. 8) Investing Mindfully. Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the…

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    Oct 25, 2022
12. 52

    Another View of Success | Episode 50

    1) Thinking About the Future. 2) The Importance of Goals. 3) Mentors. 4) A Definition of Success. 5) Learning from Adversity and Failure. 6) Self-Talk. 7) Communication Skills. 8) 3 Key Habits. 9) Deal With the Soft Issues. Guest: John Askin John Askin is a founder and principal of the Wealth...

    Oct 19, 2022
13. 51

    Retirement From a Philosophical Perspective – Part 2 | Episode 49

    1) Expectations Before Retirement. 2) Expectations in Retirement. 3) A Time of Opportunity 4) A Time of Change. 5) Succession Planning. Chris has a leadership background with a focus in the fields of finance, taxation, and corporate governance. He has a history of involvement in start-ups and...

    Oct 17, 2022
14. 50

    Success and What It Takes to be Successful – Part 2 | Episode 48

    1) Rod’s Greatest Lesson. 2) A Little Help from a Friend. 3) Your State of Mind. 4) Eastern Influence. 5) Be Around the Right People. 6) Rod’s Personal Legacy. Guest: Rod Burylo Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review Committee, for Axcess...

    Sep 26, 2022
15. 49

    Success and What It Takes to be Successful – Part 1 | Episode 48

    1) The Importance of Setting Goals. 2) The Meaning of Success. 3) Setting Yourself Apart from the Competition. 4) Being in the Right Environment for Success. 5) 3 Habits for Success. Guest: Rod Burylo Rod Burylo, CIM, FCSI, is the Manager of EMD and IFM Services, and Chairs the Investment Review...

    Sep 23, 2022
16. 48

    Retirement From a Philosophical Perspective – Part 1 | Episode 49.

    1) The Importance of a Vision for Retirement. 2) Maintaining Discipline in Retirement. 3) A Time of Urgency. 4) A Retirement Blueprint. Chris has a leadership background with a focus in the fields of finance, taxation, and corporate governance. He has a history of involvement in start-ups and...

    Sep 13, 2022
17. 47

    Death and Taxes | Episode 47

    1) The Terminal Tax Return. 2) The Various Forms of Income. 3) How the CRA Treats RRSP & RRIF Funds. 4) Strategies to Defer Tax on Registered Funds. 5) How the CRA Treats Pension Funds. 6) How the CRA Treats TFSA Funds. 7) How the CRA Treats Capital Property. 8) Strategies to Defer Tax on Capital...

    Jul 18, 2022
18. 46

    Financial Advisor Practice | Episode 46

    1) Sole Proprietor versus Incorporation. 2) Financial Advisor as an Employee. 3) Salary Income versus Dividend Income. 4) Deduction of Basic Expenses. 5) Meals and Entertainment. 6) Membership Fees. 7) Current Expenses versus Capital Expenses. Irfanali started his accounting practice in 2011…

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    Jul 16, 2022
19. 45

    Personal Trusts | Episode 45

    1) What is a personal trust? 2) Why use a personal trust? 3) The parties involved in a personal trust. 4) What is a testamentary trust? 5) How a testamentary trust can be used. 6) What is an inter vivos trust? 7) How an inter vivos trust can be used. 8) How a financial advisor can speak to a…

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    May 24, 2022
20. 44

    Funeral Planning | Episode 44

    1) What is a funeral? 2) A public funeral or a private funeral. 3) The purpose of a funeral home. 4) The services a funeral home provides. 5) Documentation involved with a funeral. 6) The costs associated with a funeral. 7) The benefits of a pre-arranged funeral. 8) How a financial advisor can…

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    May 18, 2022
21. 43

    Estate Planning Litigation Issues | Episode 43

    1) Is a hand written letter a holograph will? 2) Challenges against the executor. 3) Being clear as to what “grandchildren” means. 4) The death of a business owner. 5) Common disaster scenario. Guest: Paul E. Reid, Partner at Carscallen LLP in Calgary, Alberta. Paul has litigation practice…

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    May 10, 2022
22. 42

    Powers of Attorney | Episode 42

    – What is a Power of Attorney? – Why have a Power of Attorney? – What if there is no Power of Attorney in place? – What does a bank’s Power of Attorney do? – Coercion and Powers of Attorney. – Examples of misuse of a Power of Attorney. Guest: Jennifer Lamb. Jennifer is a partner with Calgary law...

    May 5, 2022
23. 41

    Wills and Estate Planning – Part 2. Episode 41

    1) Role of Executor. 2) Selection of Executor. 3) Compensation of Executor. 4) Protection of Executor. 5) Testamentary Trusts. 6) Guardians. 7) Investment Powers of Trustee. Guest: Jonathan Ng. Jonathan practices at Underwood Gilholme Estate Lawyers, a group that works exclusively in estate...

    Apr 12, 2022
24. 40

    Wills and Estate Planning – Part 1. Episode 41

    1) Why Have a Will? 2) Will Terminology. 3) Types of Wills. 4) Marriage and Divorce. 5) Assets outside Home Jurisdiction. 6) Financial Planners and Wills. Guest: Jonathan Ng. Jonathan practices at Underwood Gilholme Estate Lawyers, a group that works exclusively in estate matters. He assists...

    Apr 11, 2022
25. 39

    Why Use a Business Coach. Episode 40

    1) What is a business coach? 2) How is a business coach different from an employee’s manager? 3) How is a business coach different from an accountability partner? 4) Why reading books alone may not be enough. 5) Knowing your clients business. 6) Where to start in the coaching process. 7) Helping...

    Mar 22, 2022
26. 38

    Women in the Financial Services Industry. Episode 39

    1) Explore the difficulty of recruiting women into this field. 2) How much does history have an impact on this challenge? 3) How do we balance the numbers going forward? Guests: Meghan Vallis, VP for Western Canada for Equitable Life; Libby Wildman, partner at Davis Rea Ltd. Meghan Vallis As the...

    Oct 13, 2021
27. 37

    Using Technology to Grow Your Insurance Business. Episode 38

    1. The beginning of Trufla. 2. Helping brokers to be found on the internet. 3. Setting a broker up for success. 4. Increasing efficiency with technology. 5. Why Egypt? Guest: Sherif Gemayel Sherif is an entrepreneur who is passionate about disrupting the traditional way insurance is done. He uses...

    Jul 16, 2021
28. 36

    The Insurance Broker Always Rings Twice. Episode 37

    1) Why to always go above and beyond. 2) 17 tips for building your business (some are): – Enjoy yourself; – Your word is your bond; – Your to-do list; – Respect your competitors. Guest: Joel Cadesky Joel was born and lived in Owen Sound Ont until he went to University of Guelph where he graduated...

    Jun 28, 2021
29. 35

    Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 2. Episode 36

    1) The creation of Canadian Group Insurance Brokers. 2) The importance of having a mentor. 3) Never stop asking questions. 4) Even one person can make lasting change. 5) Outsourcing tasks you’re not strong in. 6) The advantages to specializing. Guest: Dave Patriarche-Employee Benefits Specialist,...

    Jun 18, 2021
30. 34

    Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 1. Episode 36

    1) Discuss his book “Selling Benefits”. 2) Selling Group Benefits to small and medium sized businesses. 3) When to walk away from a client. 4) Why rate shopping hurts the client. 5) The benefits of educating your clients. 6) The importance of storytelling. Guest: Dave Patriarche-Employee Benefits...

    Jun 14, 2021
31. 33

    In Conversation with Greg Pollock of Advocis. Episode 35

    1) The importance of education for financial advisors. 2) The importance of title regulation for financial advisors. 3) What Advocis does for its members. Guest: Greg Pollock is the President and CEO of Advocis, The Financial Advisors Association of Canada. Greg is responsible for providing...

    Jun 3, 2021
32. 32

    Managing Wealth is a Family Affair Part 2. Episode 34

    1) Financial literacy for 14 – 18yrs old. 2) Approaches to take when introducing financial literacy. 3) Some important financial management principles. 4) What is compound interest? 5) What is dollar cost averaging? 6) Explanation of a Family Office. 7) The benefit to an advisor. Guest: Alphil...

    May 20, 2021
33. 31

    Managing Wealth is a Family Affair Part 1. Episode 34

    1) Why it’s important to start the education of financial literacy early in life. 2) 3 steps to good money management habits. 3) How an independent advisor can add value in this process. Guest: Alphil Guilaran, Co-Founder at Financial Literacy Counsel (FLC). Alphil was born and raised in…

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    May 7, 2021
34. 30

    Online Business Insurance. Episode 33

    1) Next Insurance and Amazon. 2) Buying business insurance in the online world and if this is an option for Canadians. 3) Are home insurance add-ons sufficient? 4) Why it’s important to have a knowledgeable broker. 5) How can an independent broker remain relevant if business insurance continues…

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    Apr 29, 2021

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35. 29

    A Conversation With MDRT. Episode 32

    1) Brief history of MDRT. 2) Worldwide membership. 3) What it takes to become a member. 4) About MDRT Academy. 5) Advantages of membership. 6) After qualifying, what’s next? 7) How membership has helped both personally and professionally. Guest: Regina Bedoya, CLU, ChFC. Regina Bedoya has been a...

    Apr 22, 2021
36. 28

    Building Your Business by Prospecting and Maintaining Relationships. Episode 31

    1) Do you want to be a generalist or a specialist? 2) Looking for opportunities to prospect. 3) Some steps in building that relationship. 4) Shortening the gap in relationship building. 5) The importance of continuing education. 6) How to use social media. Guest: Libby Wildman, the founder of...

    Apr 15, 2021
37. 27

    Investor Tips. Episode 30

    Investor Tips Tip #1: Don’t constantly check your portfolio. Tip #2: Ignore the media messengers. Tip #3: Be an investor, not a trader. Guest: Vitaliy Katsenelson is the CEO of Investment Management Associates, Inc in the USA, a firm he’s been with since 1997. Vitaliy was born and raised in...

    Apr 5, 2021
38. 26

    Estate Planning and Trust Services for Credit Union Customers. Episode 29

    1) What Concentra Trust is. 2) Estate planning and trust services with a broker. 3) Identifying the right client for this service. 4) Bringing in the experts. Guest: Jandy John, the Director of Business Development at Concentra Trust. Jandy is a trust professional with extensive experience…

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    Mar 25, 2021
39. 25

    How Insurance Can Help with Taxes. Episode 28.

    1) How to use insurance to mitigate taxes in a corporation. 2) What to be aware of when setting up an insurance policy from a tax perspective. 3) Why it’s important to include a tax expert as part of the financial planning team. 4) Further suggestion for ensuring taxes are taken care of. 5) Other...

    Mar 18, 2021
40. 24

    The Importance of Financial Literacy. Episode 27.

    1) How FLC began and why they discovered the importance of teaching financial literacy. 2) Who FLC serves. 3) What is a family office. 4) Why teaching multi generations about financial literacy is important in preserving and building wealth. 5) The different financial literacy programs in...

    Mar 11, 2021