The Kohli Exchange: Recent Episodes
Amit & Atul Kohli
The Kohli Exchange is a platform focused on learning how to build and pass on generational wealth. The platform will interview experts in the fields of Personal Finance, Equity Investing, Real Estate Investing, Estate Planning and Family Balance. It will be an action oriented forum where we can all learn from experts and each other. It will be hosted by the Amit and Atul Kohli on a weekly basis and will be available on all major podcast outlets. Disclaimer: By accessing this Podcast, listeners acknowledge that the The Kohli Exchange, Amit Kohli, Atul Kohli and any guests (jointly and severally referred to as “TKE”) on this Podcast, make no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.
We are back with Dustin Cleghorn from CIBC for Round on the Financial Markets… Today we focus more on volatility (pretty timely, no?) and discuss:
- ETF’s vs Individual Securities
- Bonds vs. Equity
- Measuring Marketing Volatility
- Emotional IQ needed in a Market Selloff
- Compound Interest
Listen in via Apple Podcast, Spotify, or wherever you listen to your podcasts! Also can be found on www.thekohliexchange.com
Have you been enjoying the volatility in the markets? Join us as we speak with Dustin Cleghorn from CIBC to discuss key topics on the Equity Markets:
- 2021 Recap
- Volatility in the Markets
- Adjusting for Inflation
- Time in the Market vs. Timing the Market
Truly appreciate all of the support from our listeners! Be sure to like, share and subscribe!
We are back with Richard Cremasco talking about how to utilize insurance to plan for your future self... Today we will discuss:
- Tax Elimination via Charitable Donation
- Planning for your Future Self
- Don’t become Insurance Poor
- Doubling your Wealth every 4-6 yrs
- Millionaire Mindset
Be sure to like, share and subscribe!
Thank you to our listeners for the great feedback received on the last episode on the Car Market...! We appreciate you! We wanted to come back to answer some of the follow up questions we received, so our very own expert in the car biz, Amit Kohli, is here to answer everyone’s questions. Today we discuss:
- True Cost of Ownership
- Specific Cars Providing an ROI
- Down Payments – Should I?
- Buying / Selling Used - Things to Know
- Buying with Bad Credit
You can listen in via Apple Podcast, Spotify or wherever you listen to your podcasts. You can also listen in on our website http://www.thekohliexchange.com
Thanks again for the feedback! Keep it coming!
Today we speak with none other than TKE co-host Amit Kohli about his true passion, cars, cars and more cars! He provides his latest guidance on topics including:
- Update on the current car market
- Supply vs. demand imbalance
- Cars providing an ROI
- Buying vs. Leasing – which one is right for you
You can listen in via Apple Podcast, Spotify or wherever you listen to your podcasts. You can also listen in on our website www.thekohliexchange.com
We are back with our resident accounting expert, Alex Di Lello from RLB, discussing some complicated Estate topics, including:
• Planning considerations in multi-generational families
• Planning considerations with 2nd marriages
• Planning considerations if and when the primary income earner passes
• When to use Spousal Trusts
• When to use Testamentary Trusts
• Benefits of Pipeline Planning
Consider listening to this 25 min episode an investment with massive dividends! Be sure to listen in!
Happy New Year TKE Listeners! Wishing you a very happy & healthy New Year to you and yours!
We are back from holidays, and speaking with resident accounting expert, Alex Di Lello, Sr. Accounting Mgr from RLB. We are going to take a deeper dive in Will’s, and discuss some pitfalls when you create them. In the episode, we will discuss:
• Examples of Wills gone bad
• Family communication is key
• Primary and secondary Wills
• Tracking of net worth for both Wills
Next week, we will get into Will considerations for Multi-Generational families. Don’t miss out on either!
Listen in via Apple Podcast, Spotify or wherever you listen to podcast. You can also listen in via http://www.thekohliexchange.com.
We are back with Canada's Top Real Estate Agent @Faisal Susiwala as we discuss some very important topics including:
- Tiny homes as an investment & its impact
- Rental market resulting in bidding wars
- Unique renter strategies on how to secure
- Rental considerations from the Landlord perspective
You can listen to the full episode on Apple Podcast, Spotify, or wherever you get your podcast. Can also listen in at www.thekohliexchange.com.
Be sure to like, share and subscribe!
We are back with the Entrepreneurship Series! We interview co-founders Mark Convery & Av Grewal of Coco Vodka Coco Rum.
Learn how they were able to scale their new product across North America in just over 1 year!
Topics discussed include:
- Managing the peaks and valleys of entrepreneurship
- Importance of Branding
- Use of Influencers
- Keeping it Lean & Efficient
- Need for Persistence & Prioritization
www.thekohliexchange.com
We got something for everyone in this episode! We speak with our resident tax expert, Alex Di Lello, Sr. Accounting Mgr from RLB, about proposed tax legislation that we could see in 2022…
- For our investors – changes to the Capital Gain Tax
- For our car lovers – the new Luxury Tax
- For our house flippers – the potential Anti Flipping Tax
- For our first time home buyers – the First Home Savings Account
- For our business owners - Immediate expensing of capital asset purchases
You can listen to the full episode on Apple Podcast, Spotify, or wherever you get your podcasts! You can also listen in via www.thekohliexchange.com.
We are back with resident mortgage expert Naveed Malik discussing:
- Latest on Interest Rates
- Potential Interest Rate Hikes in the New Year
- How to Improve Your Credit Score
- Ways to Protect / Manage your Credit Score
We are back with none other than top agent Faisal Susiwala. Today we discuss:
- Market Update
- Predictions for Next Year
- Where to Invest
- Condo Investment Considerations
Welcome back to The Kohli Exchange, Season 2, starting tomorrow Wednesday Nov 10th.
Looking forward to deep dive into some great topics this season, including:
-
Real Estate - Latest market trends, where to invest with @faisalsusiwala
-
Accounting Policy Changes with the recent Liberal win with @alex.dilello
-
Rental Market - How to secure with the limited inventory with @faisalsusiwala
-
New Business Growth with @enjoycocolife
-
Wills & Estate - Accounting considerations with @alex.dilello
-
Auto - Buy vs. Lease with @amit.s.kohli
-
Equity Markets
and many more.... !
You can listen in on Apple Music, Spotify, Google Podcast, Amazon Music or wherever you get your podcasts. You can also listen in on our website www.thekohliexchange.com
Back with Mortgage Specialist Naveed Malik to discuss 2nd Mortgages, with specifics on:
- The overall market with specifics on rates, fee’s, other costs to be aware of
- Products in the market and how they can benefit those that need capital quickly
- Tips and Traps for both Borrowers and Lenders
Focusing on our kids mental health on this one! Listen in as we speak with Psychologist Dr. Orietta Coz on:
- Anxiety coming out of the pandemic
- Social media & gadget usage
- Eating disorders
- Managing balance within your kids daily schedule
In Part 2 of the interview with Bryce Alderson, we will discuss:
•How to purchase crypto (including Canadian based ETF's that are eligible for RRSP/TFSA)
•The basics behind crypto lending - Centralized vs Decentralized Finance
•The overall thesis behind crypto
And don't forget, you can now also listen in via our newly launched website at www.thekohliexchange.com
Ever feel left out when you hear people talk about cryptocurrencies? Learn the basics of this asset with Part 1 of our interview with expert Bryce Alderson as we talk about:
- The basics & premise behind cryptocurrencies
- The key differences between the two main currencies - Bitcoin & Ethereum
In Part 2 of the interview, we will discuss:
- How to purchase crypto
- The basics behind crypto lending - Centralized vs Decentralized Finance
- The overall thesis behind crypto
Enjoy!
Listen in as we speak with Kristy Miller from The Scented Market as we discuss:
- How she developed a brand from scratch, and turned it into a 7 figure business
- How she has utilized social media to expand her reach
- How she dealt with big box retailers staying true to her brand
Want to know some tips on Auto Insurance? Listen in as we speak with Tyler Oberholzer from AllState on :
- Tips to follow to maximize savings
- Myths to stop worrying about
- Types of providers and how to choose
Listen in as we speak with Tyler Oberholzer from AllState on home insurance policies. Topics covered in this episode include:
- Deductibles & Claims
- Contents Coverage
- Rental Property Insurance Considerations
We are back with Richard Cremasco, listen in as we talk about:
- Child Life Insurance
- Life vs Death Insurance
- Stigma behind insurance for your kids
Ever find the topic of life insurance confusing and/or overwhelming ? Listen in as we speak with financial planner Richard Cremasco on:
- Permanent Life Insurance
- Term Life Insurance
- Differences / benefits of the two
- How to calculate your coverage needs
If you want to hear a little about the Kohli brothers, tune in to this episode as we provide a little insight into our backgrounds.
Want $7200 bucks? Listen in as we speak with Dustin Cleghorn from CIBC to discuss:
- TFSA - advantages of the account
- RESP - details on how this education account works
- How to get $7200 in grant money for your kids education
Listen in as we speak about entrepreneurship with Rushab Kamdar including such topics as:
- Lifestyle
- Borrowing
- Outsourcing
- Thinking like a Shark/Dragon
Listen in as we speak about starting a business and the common pitfalls that come with it with Rushab Kamdar.
75% capital gain?!?!?!?!?! Listen in as we speak with Alex Di Lello on taxes related to real estate such as:
- Capital gain inclusion (potential increase)
- Speculation ax
- Vacancy tax
Knowing these and how they may apply to you could help your investment decisions.
More Canadians have more funding in their RRSP accounts vs their TFSA accounts. Listen in as we speak with accounting expert Alex Di Lello as we uncover some of the myths between tax deferred vehicles.
- How to take advantage of RRSP deduction in future years
- What will happen when you have too much in your RRSP account at death
- The need for diversification between RRSP and TFSA
Exhausted of hearing about death yet? Complicated topic, but a one we all need to talk about. Listen in to Part 2 with Alex Stemmler as we talk about:
- Trusts
- Estate Freezes
- Secondary Wills
What would happen if you were to die today?
Listen in as we speak with financial planner Alex Stemmler as we explore:
- What happens if you die without a Will
- Distribution of assets at death
- How to pick your executor / liabilities associated
- Guardianship
With inventory so low, real estate bidding wars at an all time high!!!
Listen in as we speak to real estate expert Faisal Susiwala as he explains key techniques to utilize with your agent on either side of the transaction.
Own a home and want to save big $$$ on your mortgage interest costs? Listen in as we speak with expert Naveed Malik on how to take advantage of the lower interest rates available on the market right now. Topics include:
- Interest rate potential savings - comparing your current rate to what's available today
- Debt consolidation opportunity & amount of savings
Ever get a headache trying to get a mortgage?!??! Tune in as our expert Naveed Malik breaks down:
- Lender finance considerations
- Down payment requirements
- And most importantly - How to stretch your $$$ by utilizing your RSP for down payment
Make sure you grab a pen and pencil for this one! Lots of gold in here!
$200K-$300K over asking!?!?! Real estate prices are at all time highs! As a real estate investor:
- Where should we invest?
- What types of real estate should we invest in?
- Services to assist us in managing our real estate investments
Listen in as we talk to Top Agent Faisal Susiwala about these very topics and get his guidance on where to invest.
Ever debate whether real estate is a good investment? Want to invest but scared to start?
Listen in as we speak with Faisal Susiwala (#1 Agent in Remax Canada) about utilizing real estate as a critical step in building your generational wealth!
Discussion Topics:
- 2021 Real Estate Outlook
- Interest rates and its impact on your buying power
- Cashflow vs. Appreciation
- Buy and Hold Strategy
Before we can start discussing strategies on how to create/pass on generational wealth, we need to make sure we have the right wealth mindset.
- Do you fear rejection?
- Feel yourself comparing yourself to others?
- Is your crew helping you push you towards your goals?
Listen in & let's learn to be “COMFORTABLE BEING UNCOMFORTABLE!”