Mastering Money

There are several “unknowns” as we start to look towards the future and life after COVID-19. For many, a big unknown is what their retirement looks like. In our last episode of this special COVID-19 series, David Trahair, CPA, CA , and author of "The Procrastinator's Guide to Retirement: How you can retire in 10 years or less" helps us try to make sense of this unknown. David believes it’s not the...

COVID-19 has caused financial stress on individuals as many are worried about their investments. In this episode, Larry Short, CPA, CGA, Portfolio Manager and Executive Director, Private Client Group at HollisWealth/ShortFinanical, helps to ease some of this worry by explaining we have seen these “unprecedented” times in the past. Larry provides insight into the situation as well as shares tips to...

The pandemic has caused many to re-evaluate their financial situation, such as analyzing expenses and their needs versus wants. In such unpredictability, some are even wondering what they can do now to benefit their financial situation long-term, including saving. Join Garth Sheriff, CPA, CA, and entrepreneur as he shares his story on how he and his family are tracking costs during COVID-19, while...

Tax season comes every year, but this year looks a bit different given the pandemic circumstances. In this episode, we talk all things tax with Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, as he walks us through some of the government benefits available and what we need to know about tax during the COVID-19 crisis. This episode was recorded via Skype. For resources and more informati...

Debt can be debilitating. Add COVID-19 into the mix and the problem gets bigger for many. With an East-meets-West approach, this episode uncovers the debt situation in Canada as well as provides solutions to help combat this financial crisis. Join Sandy Lyons, CPA, CA, CIRP, LIT, Senior Manager, Licensed Insolvency Trustee at Grant Thornton Limited, Frank Fabiano, CPA, CA, CIRP, LIT...

Financial wellness and mental wellness are connected. It’s no secret that COVID-19 has left many individuals struggling mentally. Mary Ann Baynton, Director of Strategy and Collaboration, Workplace Strategies for Mental Health , at Canada Life , helps us tackle these mental health hurdles by providing insight and strategies to take control in this uncertain time. This episode was recorded via Skyp...

For many the side hustle has become a way to supplement income. Discover how one man, Peter Waitzman , well known YouTube product reviewer, turned his love for starting businesses into a money-making side-gig. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the...

For the past few decades, Gary Rabbior , President at the Canadian Foundation for Economic Education, has worked to make sure our future generations are well-equipped and have the skills to make smart financial decisions. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is curre...

Starting a financial literacy program requires knowledge as well as a desire to educate and help individuals. Keeping a financial literacy program sustainable and successful is a whole other endeavor. Hear from Li Zhang, Principal of Corporate Citizenship at CPA Canada, on how CPA Canada's Financial Literacy program has been a leader in financial education.. Download transcript The views expressed...

Does Financial Literacy have a place in your existing program? Mack Rogers , Executive Director at ABC Life Literacy Canada, breaks down how they expanded their existing program to include financial education.  Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of th...

Many of us do not know what goes into making sure working Canadians get paid accurately and on time. Janice MacLellan, former Vice President of Operations at The Canadian Payroll Association , explains the importance and direct impact payroll has on businesses and employees. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is...

How do you climb out of debt? Laurie Campbell , from Credit Canada, tell us how shame continues to prevent Canadians from seeking financial assistance, often prolonging their hardship and causing people to make the wrong choices when seemingly stuck in a dire financial situation. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. Thi...

Wanda Morris, CPA, CA , from the Canadian Association of Retired Persons (CARP), and Doretta discuss the key financial lessons learned by Canadians when they retire, and what to do when planning for your golden years to avoid financial shock. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The informati...

This week we talk to Larry Short, CPA, CGA , Portfolio Manager of HollisWealth/ShortFinancial, about investment traps, borrowing to invest and FOMO (Fear of missing out).  Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and chang...

This week we talk to Jenna Van Draanen, Postdoctoral Research Fellow at the University of British Columbia, about the relationship between finances and mental health. What does the stress look like and how does it affect mental health?  Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The informatio...

People are inundated with messages in today’s world. So to survive the onslaught, people tune out the noise. People will even ignore information that is critical - especially in financial matters. Knowing that, the way to break through is to use emotion in your messaging. Emotion moves people, it gets attention, and more importantly, emotion gets people to act on your ideas. We talk to CBC's...

We talk to Jeff Kreisler , author, comedian and lawyer, about behavioural economics and how it impacts the irrational mind. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have com...