Кращі подкасти про A Advisor (2025)

1
#198 | How 30 Years in Financial Advice Reveal the Investing Trends You Can’t Ignore 28:47

3d ago28:47

28:47

What does 30 years of watching Canada’s financial advice industry teach us about where investing is headed next? In this candid conversation with Rob Carrick, recently retired Globe and Mail personal finance columnist, we unpack the evolution of financial advice, the rise of low-cost investing, and the under-served mass market that AI in finance co…

1
#197 | From Biases to Better Decisions: What These Behavioral Finance Books Taught Me 6:06

6d ago6:06

6:06

Think you make rational money decisions? You might want to think again — your behavioral biases are probably calling the shots. In this episode, we revisit the roots of behavioral finance and explore four essential books that reveal why smart people still make predictably irrational money choices. From Nobel Prize-winning research to laugh-out-loud…

1
EP #14: Navigating the M&A Maze with Attorney Marc Solomon 46:43

9d ago46:43

46:43

The mysterious world of mergers and acquisitions can feel like navigating a labyrinth blindfolded for business owners facing their first exit. This eye-opening conversation with veteran M&A attorney Marc Solomon pulls back the curtain on what really happens when selling your business to sophisticated buyers. Marc brings a rare perspective most atto…

1
The One Big Beautiful Bill: How It Changes Your Retirement & Taxes 24:00

10d ago24:00

24:00

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Big news from Washington as the One Big Beautiful Bill (OBBB) was signed into law on July 4, and it's already reshaping the retirement landscape. In this video, Ryan and Nick break down the biggest tax, retirement, and planning upda…

1
#196 | Why You Need Behavioral Finance To Make Better Investment Decisions 27:46

10d ago27:46

27:46

Are your investing habits hurting your future more than you realize? If you've ever wondered why it's so hard to start investing—or why losses feel like a gut punch even when you're playing the long game—you’re not alone. Most of it comes down to your brain, not your bank account. This week’s guest, Merle van den Akker, a PhD in behavioral science …

1
Burnout, Breakthroughs, and Building People-First Teams: Career Lessons and Growth with Cindy Gordon 34:12

10d ago34:12

34:12

On this episode of Pathfinders, we are joined by the one and only Cindy Gordon, Chief People Officer at Madison Energy Infrastructure. Cindy takes us on a wild, thoughtful, and inspiring career journey that includes wanting to be a dump truck driver, a fashion designer, AND a pro wrestler. (Yes, a triple threat if there ever was one.) Cindy shares …

1
#195 | Why Compliance Rules May Be Blocking Your Wealth Decisions (Without You Knowing It 5:21

13d ago5:21

5:21

Do you know who’s really influencing your investment decisions? Most investors assume their financial advisor has full discretion over portfolio recommendations. But behind the scenes, compliance departments are shaping your options in ways you might never have considered—especially when it comes to offering memorandum products. If you’ve ever been…

1
#194 | Why Compliance Should Empower Advisors — Not Hold Them Back 30:22

17d ago30:22

30:22

Are you still treating compliance as a roadblock instead of a strategic advantage? If you're an advisor or in compliance, this conversation with Fardan Ali will challenge everything you’ve assumed about regulation, advisor relationships, and what true compliance partnership looks like. Fardan, a compliance manager who’s worked with hundreds of advi…

1
#193 | Why Donald Trump's Tariffs Could Reshape Your Portfolio Strategy This Year 5:00

20d ago5:00

5:00

Are you underestimating the real impact of Donald Trump’s looming tariffs on your portfolio? With the August 1st deadline approaching fast, the uncertainty around whether tariffs will actually be imposed—and how markets will react—is growing by the day. In this episode, journalist Diane Francis joins the conversation to unpack what might happen if …

1
False Foundations: When Retirement Plans Crumble 21:57

24d ago21:57

21:57

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ A financial plan is only as good as the assumptions it’s built on. In this episode, Ryan, Ron, and Nick explore how unrealistic assumptions can give you a false sense of security and take you inside our data-driven retirement proces…

1
#192 | How Tariffs, Wars & Weak Leadership Are Rewiring Global Power Dynamics 25:02

24d ago25:02

25:02

Are you prepared for what global politics and economics are about to throw at you? In this episode, journalist and geopolitical analyst Diane Francis unpacks the ripple effects of U.S. tariffs, Canada’s recession risk, and the future of Ukraine—offering a sharp, economics-first lens on international power struggles. With 50 years of reporting exper…

1
Beyond Borders and Benefits: Lessons in People-Centered Leadership with Zuzel Prieto 41:00

25d ago41:00

41:00

On this episode of Pathfinders, Pete Schramm sits down with Zuzel Prieto, a globally seasoned HR executive and co-founder of the People Advisory Group. With a career spanning continents, industries, and executive teams, Zuzel brings a powerful perspective on the value of career mapping, mentorship, and embracing the uncomfortable moments that drive…

1
#191 | How Portfolio Managers Actually Make Wealth Decisions—And What You Can Learn From Them 5:02

27d ago5:02

5:02

Ever wonder how professional portfolio managers actually make wealth decisions on your behalf? In this episode, we sit down with Onno Rutten, portfolio manager at MacKenzie Investments, to explore what it really takes to navigate today’s changing investment landscape—especially when it comes to resources, deglobalization, and niche market strategy.…

1
#190 | How To Make Smarter Wealth Decisions by Thinking Like a Resources Portfolio Manager 25:57

1M ago25:57

25:57

Are your wealth decisions based on reality—or outdated assumptions? Most investors stick with traditional strategies like 60/40 portfolios or chase headlines, but today’s markets—especially in resources—demand something far more nuanced. In this episode, we go inside the mind and process of Onno Rutten, Vice President and Portfolio Manager at MacKe…

1
#189 | Should You Invest in Music Royalties If You’re Seeking Stable Alternative Assets? 5:15

1M ago5:15

5:15

Have you ever considered music royalties as part of your investment portfolio? Most investors stick to the usual suspects—stocks, bonds, mutual funds—because that’s what they know. But what if you’re missing out on a high-performing, low-volatility income stream that’s been hiding in plain sight? In this episode, we dive into music royalties as a p…

1
Dividend Investing: Don't Get Caught In A Dividend Trap 24:22

1M ago24:22

24:22

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Dividend investing sounds safe, but is it really the smartest way to generate income in retirement? In this episode, Ryan, Ron, and Nick unpack both the appeal and the pitfalls of building your retirement strategy around dividend-pa…

1
#188 | Should You Add Music Royalties To Your Investment Strategy If You're Seeking Reliable Passive Income? 24:59

1M ago24:59

24:59

Are you really diversified — or just following outdated portfolio models? If you've never considered music royalties as part of your investment strategy, you're not alone — but you're likely missing out. In this episode, John talks with David Vankka, President and CFO at ICM Asset Management and lead manager of the Crescendo Music Royalty Fund. The…

1
Nurture Before You Need: Building a Career of Purpose with Amy Bouque 37:42

1M ago37:42

37:42

On this episode of the Pathfinders Podcast, Amy Bouque, Chief People Officer at Kelly Services, joins Pete Schramm for an insightful conversation on what it means to lead, grow, and navigate a meaningful career. From her childhood dream of becoming an astronaut to forging a career in labor relations, HR, and people leadership, Amy’s story is rooted…

1
#187 | Why Financial Advice Must Reach Underserved Communities Now 3:26

1M ago3:26

3:26

Who really gets access to good financial advice — and who’s left behind? Financial resilience shouldn't be a privilege. In this episode, we explore how underserved and underrepresented communities — from LGBTQ+ individuals to visible minorities — are often excluded from the guidance they need most. You’ll discover: Why traditional financial systems…

1
#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix It 21:43

2M ago21:43

21:43

Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Associ…

1
#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor 4:28

2M ago4:28

4:28

Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in…

1
EP #13: Finding Serious Buyers: The M&A Strategy 19:10

2M ago19:10

19:10

The mystery of how businesses actually find serious buyers is revealed in this candid exploration of M&A strategy. Forget everything you thought you knew about selling a business - this isn't about listing it online and hoping for inquiries. Russell Cohen pulls back the curtain on the sophisticated methods M&A advisors use to connect sellers with q…

1
Good Debt, Bad Debt – The Framework for Optimal Retirement Finances 23:29

2M ago23:29

23:29

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Is all debt bad? Should you be completely debt-free before retirement? In this episode of Retire Right, Ryan, Ron and Nick discuss the critical topic of debt management and how it fits into a retirement plan. They dig into real-life…

1
#184 | Why Working With a Financial Planning Consultant Can Transform Your Wealth Strategy 22:01

2M ago22:01

22:01

Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional succes…

1
#183 | How Financial Planning Is Becoming a Profession — And Why Evidence-Based Advice Matters 6:07

2M ago6:07

6:07

Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales? In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insig…

1
#182 | 3 Signs You’re Misjudging Financial Planning Fundamentals & What It Means for Your Wealth Decisions 30:51

2M ago30:51

30:51

What if the most important wealth decision you ever make isn’t about what you invest in—but when and why? In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than…

1
#181 | How One Organization Is Making Financial Planning Accessible—And How You Can Help 4:47

2M ago4:47

4:47

Who gets real financial advice—and who gets left behind? In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to q…

1
The Social Security Playbook: Claiming Your Way to a Better Retirement 27:04

2M ago27:04

27:04

If you're confused about Social Security—when to claim it, how much you'll get, or whether it’ll even be around—this episode is your roadmap. In this episode, Ryan, Ron, and Nick break down the basics on real-life claiming strategies for individuals, couples, and those navigating spousal benefits. Factors like health, longevity and even stock marke…

1
#180 | How Carolyn Fallis Is Changing Wealth Decisions in Underserved Communities With Financial Planning 16:56

2M ago16:56

16:56

Are wealth decisions only for the wealthy? What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP). Financial resilience isn't about having more—it's about knowing mor…

1
Coal Mines to Career Maps: Resilience, Mentorship, and Mapping a Career with Rob Thomas 27:36

2M ago27:36

27:36

In this powerful episode of Pathfinders, host Pete Schramm talks with Rob Thomas, a Marine Corps veteran and HR leader whose career has spanned an extraordinary range of experiences—from underground coal mines to boardroom strategy. Rob’s professional journey didn’t follow a straight line. After growing up in a challenging environment with no clear…

1
#179 | Think Wealth Comes From Investing? Why Networking Might Matter More 4:30

2M ago4:30

4:30

Is investing the best way to build wealth—or is there something more powerful? This week, we unpack a different perspective: how networking—not just investing—can have the greatest long-term impact on your wealth, career, and life. Inspired by The Ripple Effect by David Tsubouchi, this episode looks at how meaningful relationships, community servic…

1
#177 | How David Tsubouchi Built a Powerful Career Through Integrity-Driven Networking 28:33

2M ago28:33

28:33

Is your networking strategy helping—or quietly holding back—your wealth and purpose? In this episode, former cabinet minister and author David Tsubouchi reveals why integrity-based networking is more powerful than any LinkedIn strategy or business card blitz. Drawing from his new book The Ripple Effect, he shares how real relationships—not transact…

1
Redefining Leadership: Why Titles Don’t Matter with Divya Divaakaran 34:44

2M ago34:44

34:44

In this inspiring episode of Pathfinders, host Pete Schramm sits down with Divya Divakaran—award-winning HR strategist, author, fashion designer, and unapologetic champion of people-first leadership. Together, they explore how mapping your career journey and building a personal board of advisors can transform your professional path.Divya shares her…

1
#176 | What Most Investors Don’t Know About Adding Private Real Estate to Their Portfolios 4:38

3M ago4:38

4:38

Are you still thinking of real estate as only something you own physically? If so, you might be missing out on one of the most powerful—and underutilized—tools for building a better investment portfolio: private real estate. In this episode, we break down how institutions and hedge funds have been using it for decades, and how you can access it wit…

1
The Tax-Savvy Way to Win: Capitalize on Market Downturns with Loss Harvesting 23:56

3M ago23:56

23:56

Most investors dread market downturns, but what if you could turn losses into long-term gains? There’s a smart, often underutilized strategy that allows you to do just that. It’s called tax-loss harvesting, and when used correctly, it can be a powerful way to reduce taxes and stay invested, even in bear markets. In this episode, Ryan, Ron and Nick …

1
#175 | Why Private Real Estate Is a Game-Changer for Your Wealth Decisions 23:54

3M ago23:54

23:54

Are your investments actually working for you—or just following the herd? If you’ve ever dismissed private real estate or alternative investments as “too complex” or “illiquid,” you might be leaving serious returns on the table. In this episode, Jason Jogia—CIO and co-founder of Avenue Living—shares how his firm built an $8 billion real estate port…

1
The People Path: Talent into Transformation with Colleen Capel 36:05

3M ago36:05

36:05

On this episode of the Pathfinders Podcast, Pete sits down with Colleen Capel, founder of Leap Leadership Solutions, and a true people-first leader. Colleen’s career didn’t start with a plan to land in HR. In fact, she wanted to be an actress named Tess. But life had other plans, and her first role in talent acquisition changed everything.Colleen s…

1
#174 | Can You Trust Your Financial Advisor? The Hidden Danger of Disinformation in Finance 6:37

3M ago6:37

6:37

Do you really know if your financial advisor is giving you facts—or just repeating lies they believe are true? In this episode, we break down the essential difference between misinformation and disinformation, and how both are deeply embedded in the Canadian financial services industry. Drawing on a conversation with a veteran media journalist and …

1
#173 | Why You’re Missing the Bigger Picture on Journalism & Disinformation—Steve Paikin Weighs In - Financial Literacy, Financial Advisors & Wealth 27:21

3M ago27:21

27:21

Is modern journalism helping or hurting your ability to make informed decisions? Legendary Canadian broadcaster Steve Paikin joins the conversation to explore the shifting role of journalism in an era defined by disinformation, industry complacency, and political volatility. From moderating federal debates to closing out The Agenda, Steve reflects …

1
EP #12: Renegotiating After the Quality of Earnings Report 24:39

3M ago24:39

24:39

Ever wonder what happens when the numbers don't add up during a business sale? When the quality of earnings report lands, it can either confirm your business valuation or send your deal into a tailspin of renegotiations. Russell Cohen pulls back the curtain on what he calls "a colonoscopy on steroids" - the intensive financial investigation that pr…

1
#172 | Why Most Wealth Decisions Fail Without Historical Context—And How To Fix That 4:22

3M ago4:22

4:22

Do you base your investment decisions on today’s headlines — or centuries of history? If you’re making wealth decisions without reflecting on capital market history, you could be flying blind. In this episode, we explore why understanding the past—like Japan’s 33-year market recovery and the stagflation of the 1970s—should shape how you invest duri…

1
Gold: Something You Wear Or Invest In? 31:11

3M ago31:11

31:11

When markets shake and headlines scream uncertainty, many investors begin eyeing “safe haven” assets, and gold is often top of the list. But is it actually a smart place to put your money, or is it just a shiny distraction? In this episode, Ryan, Ron and Nick unpack the real story behind gold’s rising popularity and long-standing myths. Before jump…

1
#171 | Why You Need a Resilient Portfolio Strategy To Navigate Behavioral Bias in Finance - Financial Literacy, Financial Advisors & Wealth 26:00

3M ago26:00

26:00

Are your portfolios actually protecting clients—or just following outdated advice? Despite advancements in behavioral finance, most advisors still follow legacy strategies that ignore how real investors actually behave under stress. In this episode, Philip Toews joins us to challenge the conventional 60/40 portfolio and offer a behaviorally informe…

1
Our Deepest Fear Is Playing Small: Lessons from the HR Frontlines with Zane Zumbahlen 30:51

3M ago30:51

30:51

On this episode of Pathfinders, Pete talks with Zane Zumbahlen, a former IBM executive, current CPO, and lifelong space enthusiast whose career path is anything but ordinary.Zane dreamed of becoming an astronaut but pivoted from physics to people. That path led him to roles at IBM, Cancer Treatment Centers of America, and beyond, each shaped by mom…

1
#170 | Stop Telling Rational Lies: The Real Reason Your Wealth Isn’t Growing - Financial Literacy, Financial Advisors & Wealth 3:48

3M ago3:48

3:48

Are your financial decisions really smart—or just emotionally comfortable? In this episode, we explore the surprising ways we deceive ourselves when it comes to money, investing, and decision-making. Inspired by a conversation with author Mark Robinson, we dive deep into the psychology behind self-sabotage in wealth-building. You’ll learn: Why over…

1
#169 | Why Your Ego Is Sabotaging Your Financial Decisions Without You Realizing It - Financial Literacy, Financial Advisors & Wealth 26:11

3M ago26:11

26:11

Are your financial decisions based on facts—or ego? In this hard-hitting conversation with Mark Robinson (a.k.a. The “Shitty Leadership Guide”), we unpack how our self-deception, optimism bias, and avoidance of uncomfortable truths undermine our ability to lead, invest, and grow wisely. Whether you're a financial advisor, business leader, or just s…

1
#168 | Why You Should Consider Structured Products in Your Finance Strategy to Make Smarter Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 4:59

3M ago4:59

4:59

Are you relying only on stocks and bonds to protect your portfolio? You might be missing a key piece. This episode explores why structured products are often overlooked in traditional finance—and how they can play a pivotal role in helping you make better wealth decisions. Whether you're managing risk or aiming for long-term financial stability, th…

1
Index Annuities Unmasked - Good Deal or Bad Advice? 29:55

4M ago29:55

29:55

Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to explain how indexed annuities actually work, how they’re marketed, and why the numbers tell a very different story. You’ll learn about caps, buffers, fees,…

1
#167 | Are You Missing Out on Structured Notes in Your Finance Plan? Here's What to Know - Financial Literacy, Financial Advisors & Wealth 15:14

4M ago15:14

15:14

Do you really understand structured notes—or are you missing out on one of finance’s most flexible tools? Structured notes have exploded in popularity, yet remain misunderstood by many investors. This episode breaks down how they work, why they’re so adaptable, and how they help balance risk and return in volatile markets. In this conversation with…

1
Jack of All Trades: Leadership Lessons from the Golf Course to HR with John Bernatovicz 36:51

4M ago36:51

36:51

This week on the Pathfinders Podcast, Pete Schramm welcomes John Bernatovicz, entrepreneur, author of HR Like a Boss, and founder of Willory, a leading HR and payroll staffing and consulting firm.John’s career kicked off with a dream of professional golf (he even beat Tiger Woods once!). But after realizing he wouldn’t break into the top 1%, he piv…

Подкасти, які варто послухати

Подкасти на тему A Advisor

Подкасти, які варто послухати

Короткий довідник