PODCAST · business
Philotimo Wealth
by CJ Stevens, CFP® at Philotimo Wealth Management
Philotimo (fee.low.tee.mo)Definition: "Friendship and Honour"At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families working and alongside them to learn and grow.Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.
Episodes
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Our Daughter Found a House… Should We Give Her the Down Payment? | Financial Rundown, EP. 8
In this episode of Financial Rundown (shot on May 8, 2026), Maddy and CJ talk through what Canadians should actually be focusing on now that tax season has wrapped up. From setting up your CRA account and revisiting your spending habits, to retirement income realities and helping adult children…
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Facing Financial Anxiety | Psychologist & Financial Advisor on Money Stress & Relationships | Finances with Friends, Ep. 5
Does money stress keep you up at night? You’re not alone.In this episode of Finances with Friends, Registered Psychotherapist, Hilary McCulloch, and Certified Financial Planner®, CJ Stevens unpack financial anxiety, how it affects your relationships and your life, and what you can actually do…
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Year End Financial Moves Canadians Should Make NOW | Financial Rundown, EP. 7
In this episode of Financial Rundown (shot on Dec 8, 2025), Maddy and CJ break down timely planning topics that matter right now, from year end deadlines and tax smart account decisions to portfolio concentration, currency risk, and what is happening and not happening with RRIF rules. This is a...
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Job Hugging, Labour Hoarding & Canada’s Housing Crunch 🏠📉 | The Financial Rundown | EP. 5
In this episode of The Financial Rundown (filmed Nov 3, 2025), CJ and Maddie unpack one of the biggest shifts since the Great Resignation: the rise of job hugging and labour hoarding. We look at how workers went from quitting in record numbers in 2021 and 2022 to clinging tightly to stable roles…
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The truth behind how a $700,000 RRSP turned into a $660,000 tax bill | The Financial Rundown | EP. 5
In this episode of The Financial Rundown (filmed October 7, 2025), CJ welcomes Madeline Stratton, Associate Advisor at Philotimo Wealth, to unpack a whirlwind of headlines: from viral tax horror stories to the truth behind Canada’s rising unemployment. They start with a look at a Burlington...
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ETF Strategy, Market Risks & Smarter Investing w Vince Kraljevic | Philotimo: Finances with Friends | Ep. 5
In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at Fidelity Canada and one of the sharpest minds in the investing world. With over 18 years in the industry and a no-nonsense approach, Vince breaks down the world of quant...
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Bills, Babies & Balance: How to Build a Wealthy Family Life | Philotimo: Finances with Friends | Ep. 4
In this special episode of Philotimo: Finances with Friends, shot on Mother’s Day 2025, CJ sits down with three incredible women to talk about motherhood, identity, and what it really means to build a life that feels rich, even when things are hard. Andrea, Maddy, and Jess share their personal...
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What the 🇨🇦 Federal Election Results Mean for Your Money + Financial Spring Cleaning Tips | Financial Rundown | EP. 4
In this episode of The Financial Rundown (filmed May 12, 2025), CJ closes the book on tax season and kicks off a new chapter with tips for financial “spring cleaning.” We unpack the latest Canadian federal election results and explore how they may impact your wallet. From the truth about market...
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Slash Your Tax Bill: Proven Strategies from a Top CPA | Philotimo: Finances with Friends | Ep. 2
Taxes don’t have to be overwhelming! Bianca Batty, Chartered Professional Accountant (CPA), joins us to break down key tax strategies for homeowners, small business owners, and freelancers. We cover real estate tax rules, deductible expenses, business tax planning, CRA audits, and commonly missed...
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The TRUTH About 2025 Market Volatility That No One Is Telling You 📈 | EP. 3
In this episode of The Financial Rundown (shot on March 12, 2025), CJ explores how historical market patterns can guide us through current market volatility. Looking back at 2018, we've seen that while markets may experience short-term fluctuations due to tariff stress, staying focused on your...
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TARIFFS EXPLAINED: How New US Tariffs Will Hit 🇨🇦 Wallets (It's Not Just Steel!) | Financial Rundown | EP.2
In this episode of The Financial Rundown (shot on Feb 10, 2025), CJ breaks down the urgent RRSPs and the major impact of new US tariffs that could affect your wallet in 2024! RRSP Deadline Alert: Everything you need to know about contributions, limits, and who should (or shouldn't) contribute...
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Retiring CFP® Reveals His Biggest Money Lessons | Philotimo: Finances with Friends | Ep. 1
In this special episode (filmed on January 10th), CJ and Jerry reflect on their careers, share valuable financial insights, and discuss Jerry’s retirement after 27 years as the podcast evolves from Bantering Bosses to its new name: Finances with Friends! Join us for a trip down memory lane as…
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ABOUT THIS SHOW
Philotimo (fee.low.tee.mo)Definition: "Friendship and Honour"At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families working and alongside them to learn and grow.Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.
HOSTED BY
CJ Stevens, CFP® at Philotimo Wealth Management
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Frequently Asked Questions
How many episodes does Philotimo Wealth have?
Philotimo Wealth currently has 12 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Philotimo Wealth about?
Philotimo (fee.low.tee.mo)Definition: "Friendship and Honour"At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families...
How often does Philotimo Wealth release new episodes?
Philotimo Wealth has 12 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Philotimo Wealth?
You can listen to Philotimo Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Philotimo Wealth?
Philotimo Wealth is created and hosted by CJ Stevens, CFP® at Philotimo Wealth Management.
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