Cover image of MOSTLY MONEY with Preet Banerjee
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Business
Education
Investing

MOSTLY MONEY with Preet Banerjee

Updated 5 days ago

Business
Education
Investing
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Mostly Money is a personal finance, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

Read more

Mostly Money is a personal finance, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

iTunes Ratings

11 Ratings
Average Ratings
10
0
1
0
0

Insightful easy listen!

By Andrew Lutz - Apr 07 2019
Read more
Big fan of the podcast, consistently has interesting guests on and always a fun listen. Great resource for an ex-pat like myself to stay up to date on latest and greatest in the Canadian Finance scene.

Preet is Simply the Best

By mehdibichri - May 30 2018
Read more
Great show and great guests. I also love that whiskey has been introduced into the mix. Much love from Chicago!

iTunes Ratings

11 Ratings
Average Ratings
10
0
1
0
0

Insightful easy listen!

By Andrew Lutz - Apr 07 2019
Read more
Big fan of the podcast, consistently has interesting guests on and always a fun listen. Great resource for an ex-pat like myself to stay up to date on latest and greatest in the Canadian Finance scene.

Preet is Simply the Best

By mehdibichri - May 30 2018
Read more
Great show and great guests. I also love that whiskey has been introduced into the mix. Much love from Chicago!
Cover image of MOSTLY MONEY with Preet Banerjee

MOSTLY MONEY with Preet Banerjee

Latest release on Dec 16, 2019

Read more

Mostly Money is a personal finance, business, and entrepreneurship podcast.It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.This podcast is rated R for occasional foul language and as a preemptive warning to those with pickles up their asses.

Rank #1: 59: Economics 101 with Luke Kawa

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Luke Kawa joins the show to explain some economic buzzwords, concepts, and theories such as the difference between fiscal policy and monetary policy. He also grades the Governor of the Bank of Canada, and provides his two cents on housing in Canada.

Luke is a reporter at Bloomberg, based in New York. You can follow him on twitter at https://www.twitter.com/ljkawa.

If you would like to contribute to the charity mentioned at the end of the podcast, you can find it here: https://www.silvercreekpreschool.ca/donate/

Silver Creek has been serving children with physical and developmental challenges since 1975 when local parents petitioned the provincial government for funding and support in starting a program to serve the pre-academic and therapeutic needs of their children.

Jul 04 2017

1hr 2mins

Play

Rank #2: 72: The upside-down world of financial planning for low-income Canadians

Podcast cover
Read more

As a follow up to the episode of The Agenda with Steve Paikin talking about the upside-down world of financial planning for low-income Canadians, I had John Stapleton on the podcast to discuss it in more detail. John has been a tireless advocate for getting the word out on this complex issue and was the person who first brought it to my attention many years ago. 

Mar 08 2019

43mins

Play

Rank #3: 71: $5/month to keep your couch potato portfolio on target?

Podcast cover
Read more

The team from Passiv joined me to explain their DIY helper service for investors. They have two levels of service: 1. A free service that tells you what trades you need to execute on your own, or 2. A premium service for $5/month that will allocate new cash and rebalance your portfolio according to parameters you set. This model could eat a lot of robo-advisors' lunch. You can learn more at http://www.getpassiv.com/

Feb 11 2019

38mins

Play

Rank #4: 60: John De Goey discusses "Professional Financial Advisors"

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John De Goey, a portfolio manager with Industrial Alliance Securities, is back to talk about the latest edition of his book, The Professional Financial Advisor IV. Topics include: what to look for in a financial advisor, what questions to ask them, should commissions be embedded, and more.

Aug 27 2017

1hr 37mins

Play

Rank #5: 65: World renown body language expert Mark Bowden (and lots of whisky)

Podcast cover
Read more
World renown body language expert Mark Bowden gives us a crash course on body language. Why is it so powerful? And how can we use it to increase the effectiveness of communication? We also go through quite a bit of whisky.

May 03 2018

1hr 3mins

Play

Rank #6: 63: Cait Flanders and "The Year of Less"

Podcast cover
Read more
I had a great chat with Cait Flanders about her recently released book, "The Year of Less". The book chronicles 12 months in which she spent almost no money other than on essentials. The book has been garnering international press, including making the front page of the New York Times' website. It is definitely not your average personal finance book - it's quite a bit more than that.

Mar 08 2018

47mins

Play

Rank #7: 77: John De Goey explains how to "Standup to the financial services industry"

Podcast cover
Read more

John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. 

You can learn more about John and his book at https://standup.today/

Aug 08 2019

58mins

Play

Rank #8: 76: AdvisorSavvy founder Sol Amos

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Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)

Jun 24 2019

53mins

Play

Rank #9: 64: Melissa Agnes explains how to be "Crisis Ready"

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Melissa Agnes is the author of Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a leading authority on crisis preparedness, reputation management, and brand protection and is an advisor to some of today's leading organizations faced with the greatest risks.

We discussed a number of real-world examples of brands handling crises, including how Equifax handled the breach of millions of customers' data.

Apr 23 2018

37mins

Play

Rank #10: 61: The ins and outs of bankruptcy with Scott Terrio (@BeDebtSavvy)

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Scott Terrio is an Estate Manager and President of DebtSavvy.ca Consulting and he joined me to explain the ins and outs of bankruptcies and consumer proposals in Canada. He shares some horror stories, we discuss some of the differences between LITs (licensed insolvency trustees) and credit counsellors, and he explains people's options when their debt loads are starting to become unmanageable.

Dec 13 2017

1hr 48mins

Play

Rank #11: 70: The Pain of Payment with Dr. Avni Shah

Podcast cover
Read more

The methods of payment we use can influence how much we spend and how we ultimately feel about our purchases. One of the world's leading experts in this area, Profession Avni Shah, joins me to discuss some of her research in this area. Not only do we discuss day to day implications for people, but we also chat about how the "pain of payment" is related to the financial services, and how embedded compensation, fee-based compensation, and fee-for-service compensation models affect how people feel about the advice provided.  

Jan 27 2019

39mins

Play

Rank #12: 69: Happy Go Money with Melissa Leong

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Melissa Leong is a personal finance writer, keynote speaker, on-air personality and bestselling author. She appears on CTV’s The Social as its resident money expert and was a staff reporter at the Financial Post. She joins me on the podcast to talk about her brand new book, Happy Go Money: Spend Smart, Save Right and Enjoy Life

Buy the book here: https://amzn.to/2LHJW3u (This is an Amazon affiliate link)

Jan 01 2019

32mins

Play

Rank #13: 67: Bitcoin and Blockchain 101

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Albert Luk is the CEO of Haxa Blockchain Inc. and he joined me in Toronto to explain the basics of Bitcoin (vs bitcoin - yes, there's a difference) and blockchain technology. This episode's single dram was a 21 year Glenfarclas. 

Oct 30 2018

49mins

Play

Rank #14: 73: How to fight with your financial advisor (productively)

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In this episode, I spoke to Dr. Liane Davey about how conflict should be embraced, not avoided, as long as you do it the right way. There are myriad avenues in work and life where this can be applied, but we speak directly about productive conflict with your financial advisor (and vice versa: with your clients if you are are a financial advisor). 

Liane Davey is a New York Times Bestselling author, keynote speaker, consultant, and regular contributor to Harvard Business Review for her expertise on increasing productivity, enhancing engagement, developing leaders, and as one client put it, “dealing with the damn drama!”

"Conflict is unpleasant, but the more you try to avoid it, the worse it becomes. Eventually, unresolved conflict stalls productivity, erodes trust, and causes stress." - Liane Davey

Mar 24 2019

36mins

Play

Rank #15: 68: 'The Value of Simple' in Investing

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John Robertson is on a mission to help Canadians learn how to invest. He has a popular book and online course that lays out the step-by-step process of how to actually get started with a variety of investing service providers like robo-advisors, discount brokerages, and more. You can check out his site here: http://www.valueofsimple.ca/

Dec 06 2018

59mins

Play

82: Commercial Real Estate Insider Dak Molnar on Landbaron.ca

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Dak Molnar is the Managing Director of the Molnar group, a commercial real estate developer and investment company. He joined me on the show to talk about Land Baron (http://www.landbaron.ca), a prospective new way for regular investors to participate in direct commercial real estate investments through an app. He also provides an insider's perspective on commercial real estate through his decades of experience in the field. 

DISCLOSURE: I have spoken to a company (Apply Digital) affiliated with Land Baron about possibly being engaged for consulting work for Land Baron. Apply Digital also employs a family member of mine (my brother). At the time of recording, no agreement was in place, but there is a reasonable expectation that one could be developed in the future.

Dec 16 2019

58mins

Play

81: Robin Taub on Financial Gender Gaps

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Author, speaker, and consultant Robin Taub joins me to talk about a new report put out by CPA Canada that investigates how individual personality, as well as socio-
economic factors like age, income and education, play an important role when it comes to
financial habits and knowledge

Dec 09 2019

42mins

Play

80: Jason Pereira and the new Financial Planning Association of Canada

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Award-winning financial advisor Jason Pereira joins me to talk about the new Financial Planning Association of Canada that launched on November 19th, 2019.

You can reach out to Jason about FPAC at jason.pereira@fpacanada.com, and you can visit https://www.fpacanada.com/ for more information.

On the show, Jason talks about why we need this new association, and what they hope to accomplish. 

Nov 19 2019

26mins

Play

79: Neil Pasricha on his new book "You Are Awesome"

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Neil Pasricha helps people live happy lives.

He is a top-rated leadership keynote speaker, New York Times bestselling author, and positive psychology researcher focused on the relationship between happiness and leadership in business.

Neil is one of the most popular TED speakers with his first TED Talk “The 3 A’s of Awesome” (2010) ranked as one of the ten most inspiring of all time and his second “How will you maximize your tiny, short life?” (2016) the world’s first ever TED Listen, composed entirely of questions. As a leadership keynote speaker Neil has spoken to hundreds of thousands of people around the world including Fortune 100 companies, Ivy League schools, and Royal Families in the Middle East.

Nov 04 2019

46mins

Play

78: Ben Rabidoux provides an update on real estate in Canada

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The most requested guest on Mostly Money is back to share what he's been seeing in real estate around Canada. Ben provides a quick survey from coast to coast on local real estate markets, looks beneath the headlines on the overall economy, and does a great pirate impersonation. You can follow Ben on twitter at @BenRabidoux and you can learn more about his company North Cove Advisors at http://www.northcove.net

Sep 20 2019

51mins

Play

77: John De Goey explains how to "Standup to the financial services industry"

Podcast cover
Read more

John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. 

You can learn more about John and his book at https://standup.today/

Aug 08 2019

58mins

Play

76: AdvisorSavvy founder Sol Amos

Podcast cover
Read more

Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)

Jun 24 2019

53mins

Play

75: What your handwriting says about your money personality

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I had a good friend of mine join me on the podcast in this episode. Jamie Mason Cohen is a certified grapho-therapist and leadership strategist whose TEDx talk on how to spot a leader through their handwriting has been viewed more than 1.6 million times.

He previously worked at Saturday Night Live and now is an accomplished keynote speaker and workshop facilitator on leadership. In the show he explains the basics of handwriting analysis and even analyses my chicken scratch as an example. 

May 24 2019

55mins

Play

74: David Bach on what The Latte Factor is really about

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I speak with David Bach about his latest book, The Latte Factor. There are some people who might think that The Latte Factor is about giving up coffee, but it is not. The book is an engaging parable about the financial awakening of a young woman in New York City who learns the timeless rules about money, and priceless rules about living the life she wants and could have if she's willing to take some risk. Not only in her portfolio, but in her life choices as well. It's an enjoyable read and this book is sure to spur many people onto the path of saving more money. You can purchase a copy of the book here: https://amzn.to/2LstHdV (Affiliate link)

May 09 2019

41mins

Play

73: How to fight with your financial advisor (productively)

Podcast cover
Read more

In this episode, I spoke to Dr. Liane Davey about how conflict should be embraced, not avoided, as long as you do it the right way. There are myriad avenues in work and life where this can be applied, but we speak directly about productive conflict with your financial advisor (and vice versa: with your clients if you are are a financial advisor). 

Liane Davey is a New York Times Bestselling author, keynote speaker, consultant, and regular contributor to Harvard Business Review for her expertise on increasing productivity, enhancing engagement, developing leaders, and as one client put it, “dealing with the damn drama!”

"Conflict is unpleasant, but the more you try to avoid it, the worse it becomes. Eventually, unresolved conflict stalls productivity, erodes trust, and causes stress." - Liane Davey

Mar 24 2019

36mins

Play

72: The upside-down world of financial planning for low-income Canadians

Podcast cover
Read more

As a follow up to the episode of The Agenda with Steve Paikin talking about the upside-down world of financial planning for low-income Canadians, I had John Stapleton on the podcast to discuss it in more detail. John has been a tireless advocate for getting the word out on this complex issue and was the person who first brought it to my attention many years ago. 

Mar 08 2019

43mins

Play

71: $5/month to keep your couch potato portfolio on target?

Podcast cover
Read more

The team from Passiv joined me to explain their DIY helper service for investors. They have two levels of service: 1. A free service that tells you what trades you need to execute on your own, or 2. A premium service for $5/month that will allocate new cash and rebalance your portfolio according to parameters you set. This model could eat a lot of robo-advisors' lunch. You can learn more at http://www.getpassiv.com/

Feb 11 2019

38mins

Play

70: The Pain of Payment with Dr. Avni Shah

Podcast cover
Read more

The methods of payment we use can influence how much we spend and how we ultimately feel about our purchases. One of the world's leading experts in this area, Profession Avni Shah, joins me to discuss some of her research in this area. Not only do we discuss day to day implications for people, but we also chat about how the "pain of payment" is related to the financial services, and how embedded compensation, fee-based compensation, and fee-for-service compensation models affect how people feel about the advice provided.  

Jan 27 2019

39mins

Play

69: Happy Go Money with Melissa Leong

Podcast cover
Read more

Melissa Leong is a personal finance writer, keynote speaker, on-air personality and bestselling author. She appears on CTV’s The Social as its resident money expert and was a staff reporter at the Financial Post. She joins me on the podcast to talk about her brand new book, Happy Go Money: Spend Smart, Save Right and Enjoy Life

Buy the book here: https://amzn.to/2LHJW3u (This is an Amazon affiliate link)

Jan 01 2019

32mins

Play

68: 'The Value of Simple' in Investing

Podcast cover
Read more

John Robertson is on a mission to help Canadians learn how to invest. He has a popular book and online course that lays out the step-by-step process of how to actually get started with a variety of investing service providers like robo-advisors, discount brokerages, and more. You can check out his site here: http://www.valueofsimple.ca/

Dec 06 2018

59mins

Play

67: Bitcoin and Blockchain 101

Podcast cover
Read more

Albert Luk is the CEO of Haxa Blockchain Inc. and he joined me in Toronto to explain the basics of Bitcoin (vs bitcoin - yes, there's a difference) and blockchain technology. This episode's single dram was a 21 year Glenfarclas. 

Oct 30 2018

49mins

Play

66: Ben Rabidoux returns!

Podcast cover
Read more
This is turning into the Ben Rabidoux podcast. And I'm okay with that. Ben shares his thoughts on housing in Canada so far in 2018 and talks about his $175,000 legal bill incurred battling a real estate industry participant who didn't like the questions he was asking.

Oct 03 2018

1hr 11mins

Play

65: World renown body language expert Mark Bowden (and lots of whisky)

Podcast cover
Read more
World renown body language expert Mark Bowden gives us a crash course on body language. Why is it so powerful? And how can we use it to increase the effectiveness of communication? We also go through quite a bit of whisky.

May 03 2018

1hr 3mins

Play

64: Melissa Agnes explains how to be "Crisis Ready"

Podcast cover
Read more
Melissa Agnes is the author of Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a leading authority on crisis preparedness, reputation management, and brand protection and is an advisor to some of today's leading organizations faced with the greatest risks.

We discussed a number of real-world examples of brands handling crises, including how Equifax handled the breach of millions of customers' data.

Apr 23 2018

37mins

Play

63: Cait Flanders and "The Year of Less"

Podcast cover
Read more
I had a great chat with Cait Flanders about her recently released book, "The Year of Less". The book chronicles 12 months in which she spent almost no money other than on essentials. The book has been garnering international press, including making the front page of the New York Times' website. It is definitely not your average personal finance book - it's quite a bit more than that.

Mar 08 2018

47mins

Play

iTunes Ratings

11 Ratings
Average Ratings
10
0
1
0
0

Insightful easy listen!

By Andrew Lutz - Apr 07 2019
Read more
Big fan of the podcast, consistently has interesting guests on and always a fun listen. Great resource for an ex-pat like myself to stay up to date on latest and greatest in the Canadian Finance scene.

Preet is Simply the Best

By mehdibichri - May 30 2018
Read more
Great show and great guests. I also love that whiskey has been introduced into the mix. Much love from Chicago!