The Financial Long Game

Join us for a Crypto Face-Off moderated by Director, Equity Analyst, Steven Zicherman, with Odlum Brown. In this gameshow-style episode, our guests put their crypto knowledge to the test, tackling everything from blockchain basics to the risks of digital assets, tax implications and the impact of decentralization. It’s a fun and fast-paced dive into the world of cryptocurrency—we cover the basics,...

Stress-Free Estate Planning Using Insurance– perhaps an oxymoron? Dealing with an estate can be overwhelming, both emotionally and financially. So, is it possible to make the process stress free? In this episode, we discuss how insurance can be used to simplify and protect your assets. This week we are joined by Debbie Stuart, Estate and Insurance Planner with our Financial Planning team,* to cove...

Go, Canada, Go! Coming off the triumph of the 4 Nations Face-Off™ win, we are inspired to share some takeaway lessons, connecting the good ol’ hockey game and your finances. Just like in hockey, success with money isn’t about luck; it’s about having a solid strategy, making smart defensive plays, leveraging financial power play opportunities and building a core offense. Whether you’re just startin...

Writing a will is one of the most important steps in protecting your legacy, but simple mistakes can cause big problems down the line. In this episode, estate planning lawyer Katrina Yaworsky joins us to break down the most common pitfalls people make when drafting wills and how you can avoid those costly mistakes. From unclear wording to missing key details, we'll cover the biggest red flags...

Life is full of curveballs—unexpected expenses, job losses or market downturns. In this episode of The Financial Long Game, Shelly explains the importance of a financial stress test and how to run one with your own finances. Learn how to evaluate your financial resilience, identify weak spots and build a safety net designed to weather any storm. Whether it’s preparing for emergencies, managing deb...

Landing on Free Parking in Monopoly® feels like hitting the jackpot—an unexpected windfall with endless possibilities. But what happens next? To kick off season three, we dive into what happens if you do get that unexpected influx of cash, and the importance of smart money management. Tune in to hear seven ways of turning luck into lasting success.

From interest rates to voter turnout, 2024 has been a year full of defining moments – and we’re breaking it all down Taylor Swift style! In this special episode, we recap the year’s biggest economic moments with a lyrical twist. From the U.S. Fed telling inflation “We Are Never Ever Getting Back Together” to the feeling we know “All Too Well” about the housing market here in Canada, we explore wha...

Not all that glitters is green. This week we talk with Odlum Brown Equity Analyst, Stephen Boland who shares his thoughts and approach to Environmental, Social, and Governance (ESG) investing. Is ESG investing the key to aligning investor values with returns, or is it simply a passing trend? Tune in to learn the essentials about ESG investing!

Hot off the heels of a stock market on fire post-election, the big question is: Now what? How does the incoming presidency influence the markets, and where do we go from here? This week, we’re joined by Murray Leith, Chief Investment Officer and Director at Odlum Brown, to explore Wall Street’s response to the election and its potential ripple effects on Canada’s economy. -- Follow The Financial L...

Are you approaching retirement? In this episode Shelly discusses the ten considerations before you close the “work” chapter of your life. Everything from CPP, pension splitting, budgeting and tax strategies, we cover some of the key areas you should consider before you start this new chapter. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  ht...

Have you been asked to be an executor or are selecting someone to be yours? Do you know what is involved? This week, join us as we break down the essential tasks an executor might be required to undertake. The responsibilities can quickly become overwhelming, and some things may even surprise you! Tune in, so that if you are asked, or if you are appointing yours, you can navigate the role of execu...

Buying a home often comes with a big decision: should you get mortgage life insurance through your lender or consider a personal insurance policy instead? In this episode of The Financial Long Game, we break down the pros and cons of mortgage life insurance, when it might make sense, and why transitioning to personally held coverage could be a smarter long-term strategy. Whether you’re navigating...

Michael McKnight, President and CEO of United Way British Columbia, joins us to discuss how we can donate our time, money and even some of our investments in a tax-efficient way. Michael shares how these acts of generosity can lead to powerful change for those in our community facing challenging times. We explore the various programs charitable giving supports, including assistance for seniors, ch...

In this episode of The Financial Long Game, I am back with my associate, Lauren Shewfelt, as we break down the latest trending finance slang that’s popping up in everyday money conversations. From the sneaky habit of “spaving” to the questionable logic behind “girl math,” we explore how these terms reveal key money behaviours we all face. Whether you’re looking to tighten up your spending habits o...

🎵Here’s the story of our research crew, led by Murray Leith, a man who knows a thing or two. With Steven, Ben, Trevor, Steve, and Cory in tow, they break down the markets and help your investments grow! Each analyst covers a different space—tech, finance, utilities—they’re all on the case. From long-term picks to stocks that are hot, they share their best advice and red flags to spot. 🎵 Tune in...

We sit down with Deanne Gage, a business journalist and reporter for Globe Advisor, to discuss her thought-provoking article, "Why the Death Binder is Becoming an Essential Part of Estate Planning." Deanne explains the importance of creating a "Death Binder"—a comprehensive, organized collection of critical documents that helps simplify the estate planning process. We break down st...

Whether finance or fitness, learn how to shift when you start to drift. Dr. Dana Sinclair, performance psychologist and author shares her insights on getting “dialed in” so you can achieve your best. Practical skills, actionable strategies and real-life anecdotes are packed in today’s episode. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - htt...

Season Two is officially here, and I couldn't be more excited to be back. I am thrilled to welcome our guest, Jon Lee, Toronto Raptors Strength and Conditioning Coach, to discuss career paths – finding what you love and figuring out how to get paid for it! -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast...

That’s a wrap! Season 1 of the Financial Long Game has come to a close. We heard valuable insight from industry experts on a wide range of topics from budgeting, travel, AI, and cybersecurity to mortgages, tax preparation, estate planning, insurance and so much more! Thank you to all our valuable listeners for staying the course with us. I am so excited for what next season has in store! See you o...

An intro to the essential needs for insurance across life stages, to protect what matters most. I am joined by Debbie Stuart, Estate and Insurance Planner with Odlum Brown Financial Services Limited, to explore who needs coverage and when it is crucial, from health to home, to help you make better informed decisions. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongG...

What does being an executor entail? Nicole Garton, President of Heritage Trust, and I talk about the responsibilities of an executor and when you may want to consider enlisting professional help. -- Follow Nicole Garton: Website - https://heritagetrustcompany.ca/ LinkedIn - https://www.linkedin.com/in/nicolelgarton/ Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame...

Mapping out your financial future can be a daunting task. We are outlining the steps taken to create your financial roadmap, the key role you play, and why we recalibrate the route on a regular basis. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https://open...

This week, I am joined by Richard Myers, Tax and Estate Planner at Odlum Brown Financial Services Limited, to discuss the proposed changes to the Income Tax Act and the capital gains inclusion rate. We dive into the details: how will this change affect individuals, corporations and trusts? -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https...

Mum’s the word was the norm when it came to the discussion of personal finances growing up. This week I share five financial habits I wish we had talked more about when I was younger. -- Follow The Financial Long Game: Website - http://odlumbrown.com/FinancialLongGame Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify - https://open.spotify.com/show...

Ensure your legacy lasts beyond your long game. Estate Lawyer Isabel Romeral guides us through all you need to know about having a proper will and estate plan in place. -- Follow The Financial Long Game: Website -  http://odlumbrown.com/FinancialLongGame Apple Podcasts -  https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225 Spotify -  https://open.spotify.com/show/1rHyrg4b5Eq...