The Just Word with Pat Bolland

Laura Tamblyn Watts is the CEO of Canage ... and she's just written a best-selling, excellent read, Let's Talk about Aging Parents ... with a soup to nuts, humourous approach. We caught up with her and focussed on some of the financial aspects, but covered more ground than I expected... and I learned a lot!

I this episode, we talk to Steven Andrews is a real estate investor, business coach and founder of SOARX Consulting. Coming out of college, Andrews was $75,000 in debt and making $45,000 a year. Remembering how hard it was to overcome his own doubts and insecurities at the beginning of his investment career, Andrews is now on a mission to empower others to achieve their own goals in real estate. His new book, The New American Dream: A Simple Roadmap to Purchasing Investment Properties, is a proven, easy-to-follow blueprint for breaking into the real estate rental market without needing a college degree, real estate license, or excess wealth. We talked to him about his advice.

Horizon ETFs is the 4th largest ETF provider in Canada with over $30 billion in assets. But they are rebranding! I'll talk with Rohit Mehta, President and CEO, about what it means to the company and how it affects investors ... and we'll talk about the business in general. Rebranding Horizon ETFs to Global X with focus on local expertise 00:15 Global investment strategies, innovation, and customization 3:50 ETF growth, mutual funds, and investor preferences 10:32 Investing for retirement, growth of ETFs and future of investing in Canada 15:29

Akaisha and Billy Kaderli are seasoned travelers and authors of "The Adventurer's Guide to Early Retirement," who achieved financial independence early on. They discuss their journey to retiring at 38, prioritizing happiness through travel and freedom. The couple shares tips on managing a minimal budget while living abroad, navigating healthcare, and finding purpose after retirement. They also delve into wealth-building strategies, effective investment approaches, and the joys of geo-arbitrage, all while embracing a carefree lifestyle filled with adventures.

John Bromley discusses barriers to charitable giving in Canada, dispels the myth that only the wealthy are charitable, explores philanthropic advisory services, emphasizes aligning donations with personal interests, and explains how Charitable Impact revolutionizes the donation landscape in Canada.

In this podcast, Robin Powell, founder of Evidence Based Investing, discusses the principles of evidence-based investing, the disadvantages of stock picking, and the benefits of passive investing. He explains the seven steps for successful investing, the importance of staying invested and building a balanced portfolio, and the understanding and measurement of risk in investing.

Frances Horodelski, market analyst, reviews stock market performance in 2022, highlights bond market dislocation, bank failures, and central bankers' pause. The influence of central bankers, tech giants, and the role of AI are explored. Stocks, sectors, and opportunities are discussed, including Tesla and Nvidia's stock fluctuations, energy sector potential, electric vehicle demand, and healthcare rotation. Challenges in the consumer staples sector and banking opportunities are highlighted. Global elections and potential inflation easing in 2023 are also discussed.

Financial expert Enoch Omololu shares 10 tips for young people, emphasizing easily accessible financial information and the importance of budgeting, tracking expenses, and creating an emergency fund. They also discuss setting goals, investing in oneself, prioritizing debt repayment, and understanding taxes, investing, and multiple income streams for a comfortable retirement.

Investors want to know 4 things when it comes to financial planning: what to do with CPP, what to do with OAS, how much tax I pay when I collapse my RSP and how much I need to retire... The question is, do investors need YouTube to explain that? Apparently yes, according to Rhys Martell of Well Built Wealth. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.justwealth.com⁠⁠

Experts from Justwealth Financial, Andrew Kirkland and James Gautier, discuss the new Federal Home Savings Account in Canada. They explain the benefits of the FHSA and discuss affordability in different cities. They also talk about the performance of Robodvizers, ESG portfolio management, considerations when choosing all-in-one or asset allocation ETFs, and the importance of comparing robot visors and finding a trustworthy advisor.