Personal Finance Boss: Recent Episodes
Personal Finance Boss
Two young investors building their investment portfolios one step at a time. Tune in weekly for the latest adventure!
Terms: All of the information presented is our own personal opinion.It should not be used as investment advice. Please use caution when making a financial decision. Companies and Investments mentioned are for learning purposes.
In this episode we talk about the current market situation as well as the ongoing GameStop short squeeze.
In this episode we talk about how the pandemic has affected the real estate market as well as what we believe could happen in the near future.
In this episode, we have a seat with Carlo Valle, a financial advisor for Investor Group and talk about the benefits of having a financial advisor.
Curious to know why people still purchase gold, despite being off the gold standard for 50 years? Have a listen to figure out if gold has a place in your portfolio.
In this episode we talk about the various trends that we noticed during the pandemic and what we think may come next (again).
In this episode, we talk about when we think investors should cash out of their investments to take profits.
In this episode, we discuss the current state of affairs as well as give our opinion on what happened over the past few months.
In this episode, we talk about he current market conditions regarding the coronavirus, oil prices and the potential recession.
In this episode, we talk about why one would want to hold cash in their portfolio, the benefits and the drawbacks of doing so. We also briefly discuss the coronavirus outbreak.
In this episode, we talk about how we may fall victim to several behavioral biases when it comes to investing and how these emotional patters can affect our stock market returns.
In this episode, we talk about a strategy that can save some taxes for you by offsetting some capital gains.
In this episode, we talk about the main phases of economic bubbles and the psychology behind them... AND TULIPS!
In this episode, we talk about the overall risks and rewards of penny stocks as well as what to look out for when investing in them.
In this episode, we talk about socially responsible and impact investing and how this may be the way of the future.
In this episode, we talk about ways that economists use to predict a recession mainly leading economic indicators.
Udemy course: www.udemy.com/course/the-persona…/13969570#overview
YouTube: https://www.youtube.com/user/JulienSirard
In this episode we talk about the various types of debt available and when you should use them. Udemy course: https://www.udemy.com/course/the-personal-finance-toolkit-for-beginners/learn/lecture/13969570#overview
In this episode, we talk about the different types of currency regimes, what currency trading can be used for as well as different reasons currencies fluctuate in the open market.
In this episode, we talk about our findings on potential investment that will offer a greater than average return (stock market index), but at what cost.... Listen to find out!
In this episode, we discuss private equity investments and why they may be an interesting addition to your portfolio if you have access to such investments.
In this episode we talk about how dollar cost averaging can make your investing strategy simple and automated. Also, here is a link to our course (coupon code): https://www.udemy.com/the-personal-finance-toolkit-for-beginners/learn/lecture/13969570?couponCode=PFB50FIRST&fbclid=IwAR3g3LWKJdjc70XV_TCXYXwQyscVl4AzxyK4Ytb1wsnQVqfuIUDzfjGjt5s#overview
In this episode, we go over the differences between fixed or variable interest rates and when one may be better than the other.
In this episode we've invited our first guest, Darius Vaillancourt, to talk about his brand new startup called Collabo Academy as well as entrepreneurship. Collabo Academy is a collaborative learning platform which will combine online courses with in person workshops. You can learn more about Collabo here: https://www.collaboacademy.com/about
In this episode we talk about the RESP or the registered education saving plan in Canada and how this can be a great investment tool.
In this episode we go over a few deals that some Canadian banks are currently offering. Here are the links to the discussed promotions: https://www.td.com/ca/en/personal-banking/special-offers/rsp-offer-100/?cm_sp=w000-02-2102-TNT
https://www.bmo.com/main/personal/bank-accounts/?icid=bu-US35635EDB4-ATBMO16
In this episode, we talk about whether or not you should consider taking out an RRSP loan.
In this episode, we talk about which may be a better investment vehicle, the TFSA or the RRSP. Give it a listen to understand the different tax consequences! Happy new year!
In this episode, we talk about what goals we have for the podcast as well as personal goals for 2019. We also give our thoughts on electric vehicles!
In this episode, we go over the different advantages of having a free credit card vs a paid one. Give it a listen to know which one you should get!
In this episode, we talk about various types of insurance like property and casualty and life insurance. We also correct one of our mistakes in #38 on credit cards.
In this episode, we talk about how we think you should invest in your 20's all based on personal objectives of course.
In this episode, as promised, we talk about bond credit ratings and how that may impact you!
In this episode, we talk about whether investing in distressed debt could be a good fit for your investment portfolio.
In this episode, we discuss what we see as grave financial mistakes and how you can take steps to avoid making them.
In this episode, we talk about the trump tariffs and how this affects the individual investor.
In this episode, we discuss reaching financial independence, living off of your nest egg and determining if this lifestyle is for you. No extinguisher necessary.
In this episode, I discuss the various ways one can go about losing money in the stock market. This will help you cover all the basis before beginning your investing journey.
In this episode we talk about the advantages of using a peer to peer lending platform as well as the drawbacks. We also compare this type of investment to bonds.
In this episode, we talk about REITs and how they work. Should they earn a spot in your portfolio? Listen to find out!
In this episode, we discuss the pros and cons to leasing, buying or renting your vehicle as well as purchasing a second hand vehicle. Enjoy!
In this episode we go over share buybacks , how they compare to dividends and if they are a positive signal for investors.
We apologize for our long break but the CFA/work life was brutal. Anyways... Here is the latest and greatest episode from PFB on hedge funds. Enjoy!
In this episode we explain what an efficient market really means and how you can really make money ;)
In this episode, we discuss the link between interest rates, the stock market and other securities. Have a listen to know what to do in this rising rate environment!
In this episode we talk about different investment vehicles that can allow you to make money in a down market.
In this episode we talk about how defensive stocks are a great way to limit your losses during a market downturn as well as economic lags and other off-topic subjects.
In this episode we discuss investment opportunities abroad following our Thailand trip as well as ADR's and international Etfs.
In the episode we go over some of the highlights of being a small business owner. From tax advantages to a greater sense of fulfillment, owning a small business may be something for you to look into.
In this episode we discuss the process behind mergers and acquisitions as well as what that means for the retail investor
In this episode we talk about why there exists a hype around IPOs and interesting investment opportunities.
In this episode, we go over economic moats and how they can be a key metric to your investing strategy.
In this 2nd episode on cryptocurrencies, we explain what block-chain is and how to mine bitcoins.
This episode is part 1 of a series of multiple episodes on cryptocurrencies. This podcast will cover the basics of these currencies.
In this episode we discuss the essentials about margin accounts, how they can be a useful tool and a double edged sword... (at the same time!)
In this episode, we talk about what you need to to to achieve and maintain a good credit score as well as what it can be used for.
In this episode we go over stock splits and reverse stock splits and explain why share price tends to increase after a split.
In this episode I go over preferred shares and how they can be a valuable addition to your investment portfolio. Enjoy!
In this episode, we fly over the basics of financial statements and explain how they can be relevant for investors.
In this episode, we answer the question regarding how to calculate your real returns across many different funds.
In this episode, we go over the different order types and explain when they can be used.
In this episode we give you our take on renting versus buying as well as investing in real estate.
In this episode, we explore the many resources that exist when it comes to expanding your knowledge base about the stock market and investing.
In this episode, we explore call and put options. Although the payoff can be great, bear in mind the additional risk...
In this episode we talk about the basics of bonds. From buying them, to pricing them and also the reason behind the purchase of such an "exciting" investment.
Although banks offer many services, investing advice may not be one you can depend on. In our first episode on "bank bashing" we explore the systematic issues that may create conflicts of interest when it comes to advice.
Diversification is a key element to consider when choosing where to but your money. Should you focus on a few stocks or buy index funds that track the performance of certain benchmarks. Listen to find out!
In this episode we discuss the two opposing views to market timing, which are to time the market or to dollar coast average your way into the market.
In this episode, we talk about why everyone should be filing their income tax returns even if they are not required by law.
In this (solo) episode the causes for inflation are exposed and we look into a few pros and cons.
In this episode, we go over the benefits of the Tax Free Saving Account and compare it to the Registered Retirement Saving Plan. Where should you put your money first?
ETF's or exchange traded funds are the market's new darling. Low cost, diversified and that's just the tip of the iceberg.
This week we look into mutual fund investing and who would benefit the most from this versatile investment vehicle.
Compound Interest is the 8th wonder of the world - Albert Einstein Compound Interest is the backbone of any portfolio - with it you're golden without it you're in trouble