The Globe and Mail

Behind the Advice

Business EN ↓ 28 episodes

There’s no one-size-fits-all when it comes to financial advice. It’s as varied and individual as the people giving it. Welcome to Behind The Advice, a new podcast from The Globe and Mail. Join Globe Advisor reporter Brenda Bouw as she speaks with a wide variety of financial advisors across the country, digging into their personal relationships with money, the most important lessons learned over the years, and how their experiences shape the advice they give clients today.

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The Globe and Mail

Episodes

How Xin Lou went from crypto entrepreneur to wealth planner 10.10.2024 23:24

Xin Lou's foray into the world of finance was a bit different. A self-proclaimed computer enthusiast, Xin became interested in investing during the first crypto boom in 2013. Fascinated with the technology’s potential, he and his friends started their own company, building supplies for the crypto-mining community. But after years of crypto volatility, Xin decided to pursue a more traditional path...

How Jackie Porter’s childhood struggles influenced her money mindset 26.09.2024 29:58

Jackie Porter is a Greater Toronto Area-based financial planner with more than 25 years of experience in the industry. Her practice focuses on cash flow management and tax planning strategies for businesses. She also co-authored Single by Choice or by Change, a book that helps single women prepare for their financial future. But Jackie’s career trajectory is anything but typical. Jackie shares the...

Coming Soon: Behind The Advice 20.09.2024 1:20

Behind The Advice is a new podcast about finanical advice and the people who give it. Episode 1 launches Sept 26. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.