Education

Thumbnail for Financial Literacy for Life with with Elizabeth Robinson from ABC Life Literacy Canada

Ellen Roseman speaks with Elizabeth Robinson from ABC Life Literacy Canada about the state of numeracy and financial literacy in Canada. They also talk about websites and services such as the Financial Consumer Agency of Canada (FCAC) and ABC Skills Hub.

Thumbnail for Budgeting Tips for Everyone

Budgeting is essential in taking control of one’s personal finances and a first step to building savings. Here are 13 tips to help get you started.

Thumbnail for Essential Concepts for Saving

Saving money can be challenging, but it is an important financial habit to establish. In many ways, savings are the essential building blocks of personal finance. After all, you have to save money before you can invest it. Borrowing money, while it may certainly be helpful, is often done because one does not have enough savings to maintain a certain standard of living. In this post, we discuss key concepts to understand and characteristics to aspire for when trying to save money.

Thumbnail for Behavioral Finance, Covid - 19 and Cancer with Kerry Taylor a.k.a Squawkfox

In this episode, Ellen Roseman chats with Kerry Taylor a.k.a Squawkfox, speaker, blogger and podcaster about behavioural finance, covid and whether her views about money have changed after her battle with cancer. They also chat about dynamic pricing, algorithm and loss aversion.

 

Thumbnail for Lessons on how to pick stocks by a seasoned independent analyst

Peter Hodson, Chartered Financial Analytst and founder of 5i Research, and Ellen Roseman discuss various lessons that he learned over his 30 or 40 years in the stock market. They also discuss stocks like Constellation Software, GoEasy, Knight Therapeutics, Boyd Auto Services, Bitcoin and Do It Yourself Investing.

 

Thumbnail for Planning for Retirement - Unconventionally!

In this episode, Ellen Roseman speaks with Fred Vettese, Actuary and Author of Retirement Income for Life: Getting More Without Saving More (Second Edition) about his contrarian view of Canadian retirement strategies, including delaying CPP and decumulation of assets.

 

Thumbnail for D-I-Y Investing with Dan Hallett, CFA, CFP

Ellen Roseman talks to Dan Hallett, CFA, CFP, Vice President, Research and Principal at Highview Financial Group about fiduciary duty, how to find an advisor, mutual funds, exchange traded funds and do-it-yourself investing.