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All Episodes

Building Wealth On The Go — 79 episodes

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Title
1

Taxes & Investment Income: What You Need To Know

2

Canada's Economy: The Mid-Year Check-In

3

The Right Time: Does It Ever Exist?

4

Canada's Economy: Where We Stand In 2026

5

How to Make Sense of Today’s Market Headlines

6

What Most Canadians Get Wrong About Their TFSA

7

February 2026: Is Canada's Economy On Life Support?

8

Year End Markets: 2025 Recap and What's Ahead

9

Educational Deep Dive: Tax Loss Harvesting

10

November 2025: Market Update

11

From Q3 to Q4: Market Moves That Matter

12

S6E6 - How Much Do You Really Need to Retire?

13

S6E5 - Unconventional Uses of Life Insurance

14

S6E4 - Home Buying 101: Costs, Considerations, & Smart Steps

15

S6 E3 - The Annual Tax Tune-Up

16

Navigating Disability Tax Credits & Registered Disability Savings Plans

17

S6E1 - Setting SMART Goals for 2025

18

S5E10 - 2024 Recap & 2025 Outlook

19

S5E8 - Wrap Up the Year Right: Year-End Tax Planning

20

S5E9 - Tariffs & the Canadian Investor

21

S5E4 - Life Insurance & Market Outlook

22

S5E3 - Debt Management and Market Outlook

23

S5E2 - Recent Updates, Recession, and Market Outlook

24

S5E1 - Latest Updates, Interest Rates and Bitcoin ETFS

25

S4E9 - Latest Updates, Inflation Rates, and Market Outlook

26

S4E6 - Rate Hikes - Artificial Intelligence - Market Outlook

27

S4E5 - US Debt Ceiling, Inflation and Market Outlook

28

S4E4 - Podcast - Economic Update and Housing

29

S4E3 - Recent Economic Headlines - Canadian Dollar - Tax Time

30

S4E2 - Podcast - February 2023 - Economic Update

31

S4E1 - Podcast - January 2023 - New Years Resolutions - Budgeting Tips - Diversified Portfolios

32

S3E15 - A look back at 2022

33

S3E14- Podcast - Interview with Steve Moore from MNP

34

S3E13 - Europe, the current economic conditions and how they relate to the Market

35

S3E12 - Interview with Christine Culbertson - Account Executive - Industrial Alliance Insurance and Financial Services

36

S3E11 - Technology, Oil & Resource, Consumer Staples

37

S3E10 - Interview with Joe Cesnik - Vice President of Sales for Lysander Funds

38

S3E9 - Exclusive Interview with Larry Berman - Chief Investment Officer of QWealth

39

S3E8 - Managing finances as a couple

40

S3E7 - Meet our Portfolio Manager Josh Brown and A Market Update

41

S3E6 - Market Update - Invasion - Interest Rates - New Covid Variant

42

S3E5: February 2022 - Market Update and RRSP Season

43

S3E4: January 2022 - What have the Markets been doing?

44

S3E3: 2021 Year In Review + Big Changes At KLT!

45

S3E2: Top global headlines and how to deal with volatility - 5 steps to help you manage emotional markets!

46

S3E1: Fall Economic Forecast and the Canadian Election.

47

S2E17: Managing Stress and Finding Motivation

48

S2E16: June market update - portfolio positioning, rotation to value, and is the housing market cooling?

49

S2E15: What is the role of a Financial Advisor? What are the different types of Financial Advisors and what to look for?

50

S2E14: Risk Management - What options exist? How to utilize and benefit from life insurance at all ages

51

S2E13: April Market Update - Discussing the indexes, S&P 500, NASDAQ, TSX, DOW JONES - Should you buy the index?

52

S2E12: ALTCOINS - What exists beyond BITCOIN? Which Cryptocurrency will prevail?

53

S2E11: WHAT IS BITCOIN? WHERE IS BITCOIN TODAY? THE INS AND OUTS OF BUYING, SELLING, AND STORING BITCOIN.

54

S2E10: Cryptocurrency - What is Blockchain, what is Bitcoin? - Discussing the evolution of currency.

55

S2E9: The Rise of Socially Responsible Investments and ESG with Shelly Dhawan: Head of ESG Analysis, Vancity Investment Management Group

56

S2E8: RRSP SEASON - RRSP vs TFSA, TAX STRATEGIES, Home Buyers Plan, Lifelong Learning Plan

57

S2E7: WallStreetBets Madness, 2020 Year In Review, 2021 Outlook

58

S2E6: 12 Tips for Success in 2021 - Happy Holidays!

59

S2E5: Discussing the Real Estate Market + Mortgage Process with Mortgage Agent Greg Bracken

60

S2E4: Covid Vaccine News, December Market Outlook, US Election Follow-Up

61

S2E3: US Election Analysis - How will this affect global markets?

62

S2E2: Preparing for Year-End, Tax Planning, TFSA Strategies, RESP's, and the Importance of Communication

63

S2E1: 2020 Q3 Recap, Current Economic Update, US Presidential Election Outlook

64

S1E15: Bernd Silbermann, District Vice President - Manulife Investments

65

S1E14: Status of the Canadian economy, Canadian deficit and financial update, Current market news and outlook

66

S1E13: June Economic Update, Current Market Conditions, Coronavirus Update, and Real Estate Market News.

67

S1E12: Tim McNulty, Manulife Bank - Banking Options, Cash Flow Management, Debt Planning.

68

S1E11: Housing Market News, Coronavirus Fallout, Market Update & Outlook.

69

S1E10: Insurance Options - When do I need Life Insurance, and How much do I need?

70

S1E9: The evolution of ETFs, ETFs vs Mutual Funds, Active vs Passive Management

71

S1E8: RoboAdvisors + Robo-Advising; how do they work + the pros and cons

72

S1E7: Mike Anderson, District VP of Sales - Mackenzie Investments **Special Episode**

73

S1E6: Debt Management, Borrowing to Invest, and the Canadian Emergency Response Benefit.

74

S1E5: Mike Nixon, VP - IA Clarington Investments **Bonus Episode**

75

S1E4: Seeking Opportunities in Emotional Markets + The Importance of Cash Flow Planning

76

S1E3: What are the Best Bank Accounts and Credit Cards? Tips and Strategies to Build Credit.

77

S1E2: ESG/SRI Investing, Markets Dropping, Coronavirus Spreading

78

S1E1: January Market Review, Coronavirus News and Updates, Positioning your Investments, Future Outlook.

79

Introducing KLT Wealth Management