Mostly Money

Mostly Money

Mostly Money is a personal finance, financial planning, money, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

Episodes

April 24, 2021 73 min

If bitcoin, cryptocurrencies, and blockchain have you feeling confused, THIS podcast episode is for you. 

There is a strong correlation between bitcoin cheerleading and bitcoin’s price. Whenever the cryptocurrency has seen a rapid increase in price, mainstream media coverage rises and social media goes crazy like it always does. But… how many people really know what they are talking about? 

Is this another case of return-chasing beha...

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Some people love car shopping… Others dread it. But like any industry, technological advancements have changed the landscape. When trading in an old vehicle, it used to be hard to really know what a good price might be. But for years now, you could look up comparable cars on the market, controlling for trim level, mileage, condition, and more. Some online services tell you what the dealer’s costs might be for a new car to help you ...

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Michael Meyer is the founder of Obolx.com - an app that helps you visualize your personal goals alongside your financial and health milestones for your entire family. Powered by AI, and using a stacked timeline visualization, it promises to help you conceptualize your life and your most valuable asset: time.

Website: https://www.obolx.com/

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Darin Diehl has a long history of working in the financial services as an educator and marketer. But in late 2019, he was laid off from his job. Then, in early 2020, he had a heart attack. While being diagnosed and treated for that, doctors also found out that he had advanced lung cancer. Darin thought it would be helpful to share his story, not only from a health perspective, but from a financial and emotional perspective. From wh...

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February 28, 2021 52 min

Alyssa Davies joins the show to talk about how couples can talk about money. Our wide ranging conversation covers the "breadwinner mentality" and how that can cause problems in the dynamics of a relationship, how and when to start talking seriously about money with a significant other, and much more. 

Alyssa is one of the most popular personal finance personalities in Canada. She is the creator behind the Mixed Up Money comm...

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There is a BIG difference between End Of Life Planning and Serious Illness Planning.

If you think estate planning is getting your wills and powers of attorney or healthcare directives set up for taking care of things when you die or are about to die, you might be making a big mistake.

If you end up in an ER, the doctors aren't going to look at any end of life planning you might have in place if they think they can still save your...

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In this episode I speak with the president of BMO InvestorLine, Silvio Stroescu, to get his response to the long wait times for clients calling in for customer service that all discount brokerages seem to be experiencing. 

Silvio provides some shocking numbers showing the absolute explosion in new account openings and trading activity. Year-over-Year increases in trading activity have reached +200% in some recent months. The fir...

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Erica Ehm was one of the first MuchMusic VJs, shaping and influencing an entire generation of Canadians. Her career has seen a series of reinventions. After defining the role of music television host, she became a successful songwriter winning multiple Canadian Country Music Awards, SOCAN awards, and Juno awards. But the reinvention didn't stop there. She has launched two companies, including the the first influencer agency tha...

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Erin Bury is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes.

Topics covered:

Estate planning 101: basic definitions and concepts to help educate the audience

Can you leave your debt to someone in your will?

The stats on who doesn’t have wills/POAs,etc.

What are the biggest reasons people don’t get their estate planning documents set up?

What...

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David Pride was sponsored into a multi-level marketing organization at the tender age of just 15 years old. By the time he was 16, they realized he was a naturally gifted speaker on stage. Over the next three years he would recruit over 150 people into the company. He would spend a total of 13 years dedicating all his spare time to his new family before he realized he needed to get out. It took him an additional three years of ther...

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Founding and managing partner of Aligned Capital Partners, Christopher Enright, joins the podcast to discuss a bit about how the dealership platform an advisor uses can impact advice. With consumer preferences for how they pay for advice and products ever evolving, it's possible that some dealerships are not keeping up with those changing preferences. Inside the industry, it certainly feels like there is a small wave of change ...

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Human trafficking survivor, author, speaker and social advocate, Timea Nagy, immigrated to Canada in 1998. Her nightmare unfolded in Toronto in that same year after arriving from Budapest, Hungary in the hopes of finding meaningful employment. The daughter of a Hungarian policewoman, Timea was held (For three terrifying months) at the hands of traffickers and was forced to work in the sex industry. Thankfully, she escaped and start...

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January 23, 2020 51 min

The CEO of robo-advisor Justwealth drops by to explain their offering, the differences and similarities to other robo-advisors in Canada, and introduces me to mushroom coffee.

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Dak Molnar is the Managing Director of the Molnar group, a commercial real estate developer and investment company. He joined me on the show to talk about Land Baron (http://www.landbaron.ca), a prospective new way for regular investors to participate in direct commercial real estate investments through an app. He also provides an insider's perspective on commercial real estate through his decades of experience in the field. 

DI...

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December 8, 2019 42 min

Author, speaker, and consultant Robin Taub joins me to talk about a new report put out by CPA Canada that investigates how individual personality, as well as socio-
economic factors like age, income and education, play an important role when it comes to
financial habits and knowledge

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Award-winning financial advisor Jason Pereira joins me to talk about the new Financial Planning Association of Canada that launched on November 19th, 2019.

You can reach out to Jason about FPAC at jason.pereira@fpassociation.ca, and you can visit https://www.fpassociation.ca for more information.

On the show, Jason talks about why we need this new association, and what they hope to accomplish. 

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Neil Pasricha helps people live happy lives.

He is a top-rated leadership keynote speaker, New York Times bestselling author, and positive psychology researcher focused on the relationship between happiness and leadership in business.

Neil is one of the most popular TED speakers with his first TED Talk “The 3 A’s of Awesome” (2010) ranked as one of the ten most inspiring of all time and his second “How will you maximize your tiny, sh...

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The most requested guest on Mostly Money is back to share what he's been seeing in real estate around Canada. Ben provides a quick survey from coast to coast on local real estate markets, looks beneath the headlines on the overall economy, and does a great pirate impersonation. You can follow Ben on twitter at @BenRabidoux and you can learn more about his company North Cove Advisors at http://www.northcove.net

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John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. 

You can learn more about John and his book at https://standup.today/

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June 23, 2019 53 min

Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)

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