My latest podcast interview – The Rational Reminder Podcast

I was recently interviewed by Ben Felix and Cameron Passmore, portfolio managers at PWL Capital, for their Rational Reminder Podcast. I thank Ben and Cameron for the interview. It was fun and they had some great questions.

Here’s a link to the podcast.

On the podcast we discuss a bunch of really interesting topics. Here are some highlights:

• Why it is important to ensure that both spouses are relatively financially literate
• When it makes sense to hire a corporate executor
• Why you should involve your adult children in financial conversations
• Why you may want to consolidate your investment holdings
• How to deal with potential uneven distribution in an estate
• Why success is not always linked to money
• How I define my own personal success

The last question, about my own personal success, was a surprising question from Ben and Cameron. I was expecting to only discuss and provide advice on getting your financial affairs in order, not my personal successes. Afterwards, I thought about that question and my answers and was a bit surprised where I went with my answers, especially my comment on jealousy. I became so introspective on that answer that during the holiday break I wrote a blog post on that topic and will publish it in a couple months.

Anyways, I think this podcast is worth a listen and you may also want to check out some of the other interesting podcasts Ben and Cameron have made.

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Family Dynamics & Estate Planning - Mostly Money Mostly Canadian Podcast

I was recently interviewed by Preet Banerjee for his Mostly Money Mostly Canadian podcast. In lieu of writing a blog post today, I am linking to the podcast here, so you can listen to me for 25 minutes waxing eloquently on topics such as family dynamics, estate planning, the family cottage, personal use property such as art and collectibles and even my bucket list. Here is the link.

I think the interview is pretty good (if I do say so myself) and if Preet had recorded the first run instead of forgetting to push the start button on his recording device, it would have been even better :)

All joking aside, Preet is one smart guy, a terrific speaker and writer and a sort of a Dos Equis most interesting man in the world type of guy. He even started out trying to be a Race Car driver and somehow ended up in the financial service industry. Talk about a downturn in your career.

If you follow personal finance, you will know Preet from his TV appearances on the CBC's National, as a Bottom Line Panelist and/or The Lang and O'Leary Exchange, his writing for The Globe and Mail and Money Sense Magazine or as the host of the TV Show Million Dollar Neighborhood (well actually not sure if anyone watched it, so maybe you don't know him from there). Preet's most recent book Stop Over-thinking Your Money! The Five Simple Rules of Financial Success was a Canadian best-seller.

Finally, you may wish to check out and subscribe to his U-tube Channel, Money School which is informative and often amusing.

Wow, I am exhausted just writing about all the things Preet does, to be young again. Anyways, enjoy the podcast and check out some of Preet's work.

This site provides general information on various tax issues and other matters. The information is not intended to constitute professional advice and may not be appropriate for a specific individual or fact situation. It is written by the author solely in their personal capacity and cannot be attributed to the accounting firm with which they are affiliated. It is not intended to constitute professional advice, and neither the author nor the firm with which the author is associated shall accept any liability in respect of any reliance on the information contained herein. Readers should always consult with their professional advisors in respect of their particular situation.