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All Episodes

The Clear Money Mindset — 64 episodes

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Title
1

EP 64 - 2026 Real Estate Roundtable

2

EP 62 - Tax Update 2026 - Josie Hope

3

CMM EP 62 - Are You Getting The Most Out Of The RRSP?

4

EP 61 - The Benefits Of Charitable Giving

5

EP 60 - Are You Getting The Most Out Of The TFSA?

6

EP 59 Building A New Home

7

EP 58 - Time-Tested Investment Wisdom

8

Ep.57 - 2025 Real Estate Round Table

9

EP 56 Legacy Law Your Guide to Estate Planning - Ashley Harmon Pt. 2

10

EP 55 - Legacy & Law: Your Guide to Estate Planning - Ashley Harmon

11

EP 54 - 2024 Highlights, End of Year & New Year Planning Ideas

12

EP 53 - The Business of Building a Business

13

Ep 52 - RESP Breakdown

14

Ep. 51 - Real Estate Round Table Pt. 2

15

EP. 50 - Real Estate Round Table

16

EP 49 - 2024 Spring Housing Market Update - Sebastian Schmoranz

17

EP 28 - 2023 Tax Update - Josie Hope

18

EP46 - Life, Health, Wealth - Balance - Andrew Hallam - Part 2

19

EP46 - Life, Health, Wealth - Balance - Andrew Hallam

20

EP 45 - Stockin Around The Christmas Tree

21

EP 44 - Thinking Critically - Jeff Minaker

22

EP 43 - Part 2 of 1 in 4 People - What You Need To Know About Disability Insurance with Jamie Kendrick of RBC Disability Insurance

23

EP 42 -1 in 4 People - What You Need To Know About Disability Insurance with Jamie Kendrick of RBC

24

EP 41 - Death & Taxes - Wills vs Estates - The Difference Between a Will & An Estate Plan - Ashley Harmon

25

EP 40 - 4 Uses For Life Insurance

26

EP. 39 - Savings Snippets - 5 Common Money Mistakes Most People Make

27

EP 38 - Fast Facts on the First Home Savings Account

28

EP 37 - Taking Baby Steps - Phil Medler - Ramsey Solutions Inc.

29

EP 36 - Savings Snippets - Coming To Terms With Life Insurance

30

EP 35 - 2023 Tax Update - Josie Hope

31

EP 34 A Very Davies Christmas Special Version 2.0

32

EP 33 - Sebastian Schmoranz - Planning for the Future Challenges for those with Disabilities

33

EP 32 - Mortgages & Markets - Update with Rasha Ingratta, Mortgage Expert

34

EP 31 - Think Outside the Budget - Jason Leong Co-Founder & CEO of Pocketsmith

35

EP 30 - Saving Snippets - RESP’s

36

EP 29 - What to do when a loved one passes away - Josie Hope & Ashley Harmon

37

EP 28 - Lending Dollars & Savings Percent’s - Rob Zanet Axiom Mortgage Solutions Pt. 2

38

EP 27 - Lending Dollars & Savings Percent’s - Rob Zanet Axiom Mortgage Solutions

39

EP 26 - The Bottom Line - How Biases Affect Your Behavior - Alex Nguyen

40

EP 25 - Chris Martin - Cyber Security - Part 2 - Protect Yourself

41

EP 24 - Chris Martin - Cyber Security - Part 1 The Truth About Hacking

42

EP 23 - The Reality Of Realty- Sebastian Schmoranz Pt. 2

43

EP 22 The Reality Of Realty - Sebastian Schmoranz - Pt1

44

EP 21 - Navigating The Crisis In Ukraine

45

EP 20 - Time to Talk Taxes Update 2022 - Josie Hope

46

EP 19 - The Importance Of Having A Will - Ashley Harmon

47

EP 18 - A Very Davies Christmas Special

48

EP 17 - Control Your Cashflow, Control Your Future w/ Jesse Mecham, Founder/CEO of You Need a Budget (YNAB)

49

Ep.16 - 2021 Market Update Series - Pt. 3 Christian Tucci - Manulife Investments

50

Ep.15 - 2021 Market Update Series - Pt. 2 Derek Reinhart - CI Investments

51

Ep.14 - 2021 Market Update Series - Pt. 1 Ogi Todorovic - Fidelity Investments

52

EP. 13 - Staying Focused, Staying Invested

53

EP 12 - The Low Down On How To Get Your Debt Down Low

54

EP 11 Financial Fitness In A Fast-Paced World

55

CMM EP 10 - Local Investment Matters w/Guest Nelson Cheng - CEO Sterling Mutuals Inc.

56

EP 9 - What To Do With Your Tax Refund

57

EP 8 Navigating 2021

58

EP 7 The Benefits Of Charitable Giving

59

EP. 6 - The Homestretch of a hard year

60

EP 5 - Are you getting the most out of your TFSA?

61

EP4 Seeing Past The Pandemic - Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Management

62

EP 3 - Building Certainty in an Uncertain Time

63

Current Market Outlook with Ogi Todorovic from Fidelity Investments

64

Navigating your Emotions in Investing