Latest Episodes
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Oct 10
The BNN Bloomberg Advisor panel breaks down the basics of estate planning and how to make sure your hard-earned money isn’t eaten away in taxes and fees and is instead passed on to family, friends and even charities. The panel explains the basics of getting a plan together, the importance of having a will, the basics of probate, the possibility (and pitfalls) of owning homes jointly and how to minimize taxes (as estates are often taxed at the highest marginal tax rate).
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Sep 11
10:53The divorce show: Preparing for the worst
A divorce can take a financial as well as an emotional toll on clients. The panel discusses ways to help clients understand what they’ll need, including documents to determine both child and spousal support, insurance policies and benefits.
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Jun 12
8:50Women and investing: Getting started
Kelley Keehn, consumer advocate at the Financial Planning Standards Council, joins BNN Bloomberg’s Catherine Murray for a look at some statistics about women and their investment knowledge, and what's holding them back from being fully invested in the markets.
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May 15
8:21The millennial show: Savings, pensions and getting aggressive
In this segment, the BNN Bloomberg Advisor panel tackles several issues facing millennial investors. They discuss accelerated savings plans, setting goals and pension plan basics, including why some millennials would benefit from taking on more risk in their defined contribution pension plans — one area, the panel says, where more education and financial planning is needed.
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Apr 17
8:26The real estate show
With real estate prices soaring across the country and it being both an investment and an asset, the BNN Advisor panel discuss how to successfully incorporate real estate into a proper financial plan for their clients' future, which may include downsizing. They also discuss how to "gift" money to adult children to help them buy their first home.
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Mar 16
12:46The great robo debate: Hybrid models emerging
Part 2 of BNN Advisor's discussion with Wealthsimple CEO Michael Katchen and Investment Industry Association of Canada (IIAC) CEO Ian Russell. We dig deep into how traditonal advisors can help their clients achieve greater overall well-being, and discuss the emergence of hybrid models of advising. We also look at how the entire financial industry is changing with the implementation of CRM2, which is adding transparency but is still a work in progress.
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Feb 13
7:57Ways to lower taxes and strategies for saving: A modern take on the ‘pay yourself first' principle
The BNN Advisor panel discuss ways to invest in a tax efficient manner and smart strategies for saving money to create wealth over time. They dig into the “pay yourself first" principle, offering a modern take on a tried and true method of saving money.
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Jan 23
7:30Strategies to build wealth for retirement
The BNN Advisor panel takes an in-depth look at how RRSPs fit into a financial plan, focusing on how to speak with clients about their investments as well as rebalancing and maximizing their returns as part of an overall strategy to build wealth for retirement.
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Jan 23
9:24Pros and cons of RRSP loans
The BNN Advisor panel discuss strategies to save more effectively for retirement, including the use of RRSP loans and the growing importance of tax-free savings accounts (TFSAs) to build wealth while minimizing taxes in retirement.
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Nov 21
7:25Preparing for divorce
A divorce can be an extremely difficult time for families, eroding wealth and taking an emotional toll on both spouses. But with about 4 in 10 marriages in Canada ending in divorce, according to StatsCan, it is a harsh reality for many Canadian families. In the first segment, the BNN Advisor panel discusses the best ways to help clients deal with a divorce and possibly stay out of the courts, with lawyer Michael Cochrane stating he’s currently dealing with one divorce case that has been going on for over 10 years.
