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The Wealth4Self Podcast
36 minutes | Oct 17, 2017
W4S 024 | House Hacking, The B-Word and Advice You Should Ignore | Whitney Hansen
Whitney Hansen is a money coach, entrepreneur, and host of The Money Nerds Podcast. She teaches overwhelmed millennials how to pay off debt and be financially independent. She gives them the tools to have more fun with money while sprinkling in a little silliness. Some of her accomplishments are paying off $30,000 in 10 months, buying her first home at 19, and paying $472 for her master's degree. In this episode, we cover how Whitney first started into her entrepreneurial journey at the age of 10 years old. She shares her story of how she found herself in $30,000 of debt over the course of her college career, and the approach she used to pay it ALL off in 10 Months! Whitney and I also cover the importance of sacrifice, how Whitney became a homeowner at the age of 19, advice you should ignore and SO much more. Enjoy :)
87 minutes | Sep 11, 2017
W4S 023 | Side Hustles, Index Investing, and How To Quit Your Job To Do What You Love with Kornel Szrejber
Kornel is the host of the Build Wealth Canada Show, a top personal finance and investing podcast created specifically for Canadians. After becoming mortgage-free at 29 and becoming one of Canada’s youngest retirees at the age of 32, Kornel now helps other Canadians do the same through one-on-one financial coaching, investing training, and by interviewing other top financial experts on his show. In episode 023, you will discover: How Kornel created multiple streams of income that enabled him to retire by 32. How Kornel successfully created his own niche in an industry that he started out knowing very little about. Key strategies on how to change industries (or jobs) if what you do doesn't FIRE YOU UP! What Index Investing is and how it can save you thousands each year on fee's. An in depth understanding of what Asset Allocation is and why it's SO important. Methods Kornel used to become Mortgage free by 29! and so much more!
49 minutes | Aug 29, 2017
W4S 022 | Money Talk with Joe Saul-Sehy
Joe Saul-Sehy is the creator and co-host of the award winning Stacking Benjamins podcast. After 16 years in the trenches working as a financial advisor he sold his business and now creates podcasts live from his mom's basement full time. Formerly, Joe was a spokesman for a major financial firm, and on Detroit television appeared twice weekly as the "Channel 7 Money Man." You've seen his work in the Los Angeles Times, on CNBC, in the Chicago Sun Times, Best Life magazine, Bride magazine, and more. In today's podcast Joe and I get into a great round-table conversation on various topics such as your personal brand, communicating with you spouse about finances, why Joe thinks you're doing it wrong if you're planning on working for a company for 30 years and then retiring, and the strategies Joe teached to help others save 50% of their income! TIP: It's all in the question you're asking yourself! Enjoy! Show Notes: Brand You by Tom Peters SaneBox for Email Elon Musk newsletter article Suzy Orman David Bach - Set things up automatically David Chilton Dave Ramsey - Clear your debt up Ric Edelman - The truth about money (book) Robert Kiyosaki Jim Cramer - Buying and selling stocks
52 minutes | Aug 1, 2017
W4S 021 | Designing Your Ultimate Wealth Plan with Todd Tresidder
Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before "retiring" at 35. Todd teaches the principles of personal finance and investing based on real experience. He shows you what works, what doesn’t, and why – with a unique focus on combining personal development with a systematic, disciplined approach to achieving financial freedom. Todd’s own path to financial freedom consisted of leading an ordinary but comfortable lifestyle that prioritized building wealth instead of overhead, and freedom over flash. The truth is financial freedom isn’t about more, better, different stuff. It’s about having the time, money, and freedom to enjoy your life experience without limitations. For Todd, that means an outdoor adventure lifestyle, intellectual pursuits, and relationships. First on the list is family and friends closely followed by reading stimulating books, enjoying outdoor recreation like running, swimming, skiing, hiking, cycling, camping, backpacking, and travel. Todd teaches the pursuit of financial freedom as a transformational path because that was his experience. Money is always nice, but ultimately it’s just a tool – the inner transformation is the bigger reward. And that is why Todd founded Financial Mentor – to share this journey with others and to grow a community of like minded individuals who are passionate about building wealth and financial freedom because it improves the quality of life for you and your family. In this episode we focus on the details and what it takes to design the ultimate wealth plan for ourselves. Todd has designed this plan to encompass Real-Estate, Business/Entrepreneurship, Paper Assets, and your Personal Life. We also cover Todd's story and how he was able to "retire" at 35 years old! Todd's Books  : 60 Minute Financial Solution Book Series Todd's FREE Course : 52 Weeks to Financial Freedom Course The Financial Mentor Podcast! : Listen here
58 minutes | Jul 4, 2017
W4S 020 | Financial Technology & The Importance of Succession Planning | George Hartman
George Hartman is Canada’s best-known advisor strategist, practice management mentor and practice valuation expert, he presently coaches a number of top-producing advisors in Canada and the US and consults with several financial services firms on their business strategy and succession plans. George is Founder and CEO of Market Logics Inc., an independent firm dedicated to helping financial organizations and advisors realize the true potential of their business. His 40-year+ career in financial services, as an advisor, educator and executive, spans both the insurance and investment industries. He is an insightful industry observer and prolific writer, having published four best-selling books for financial advisors. His latest book, EXIT is NOT a Four Letter Word – How to Transition Your Practice Profitably and Proudly was released in 2016. For more than 10 years, George has written the monthly column The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on Investment Executive TV. In today's episode George and I cover the impact of technology on Advisory practices and how it will dramatically revolutionize the financial industry ; the rules that govern it, the way advisors do business and the relationship between advisors and their clients. We also highlight how Advisors can best position themselves and their business for the imminent rise in technology approaching the industry and George shares his predictions of how clients and Advisors will communicate and do business in the years to come. Lastly, we discuss Succession planning and the process as well as what qualities to look for in an individual when searching for a Successor for your business. Show Notes: Article on Georges book Market Logistics Webpage - You can find a free pdf version of Georges book here. An excellent article by George - The Investment Executive
33 minutes | Jun 6, 2017
W4S 019 | Identifying Our Behavior Gap | Carl Richards, CFP
Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the creator of the weekly Sketch Guy column in the New York Times and is a columnist for Morningstar Advisor. On this episode Carl and I breakdown what the Behavior Gap is and how our own bad behavior results in us getting a smaller return on our investments! Carl also shares what it first felt like when he first made the connection that he could simply communicate financial concepts through artistic sketches and shares how became involved in the Finance industry, entirely by accident. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Show Notes: Behaviourgap.com The Whole 30 - Paleo Diet Program Sketch Guy - New York Times Nucleus YouTube Talk
61 minutes | May 23, 2017
Creating 10K in Passive Income in 15 Months with Nader Balata | W4S 018
Todays episode is with Nader Balata, a product manager with a background in sales and product management. But what does this have to do with finance? Over the past 15 months, Nader and his wife have become totally debt free; paying off $60,000 of debt AND have set up streams of passive income that has paid them $10,000 over the past year and a half. Yes, this is what happens when you make a decision to radically change your financial picture and start to implement upon the financial knowledge you gain. Nader walks us through how him and his wife changed their financial picture and the systems and tools they have set up to WIN the Money Game! Show Notes: Show Notes Mint App Nest Thermostat Drop App Let Go App Tangerine Bank Accounts EQ Bank Scotiabank Momentum Visa Mostly money, Mostly Canadian podcast The Economic Machine Video MBNA Credit Card The Art of Value Investing The Millionaire Next Door
52 minutes | May 2, 2017
Maximizing Sales & Increasing Credibility with Adam Farfan | W4S 017
If you ever see simplicity in the complicated financial services industry with a direct sales model, you’ve benefited from something Adam Farfan, Founder and CEO of Elite Hathaway has done. With his trendsetting strategies and exclusive programs he’s helped many companies accomplish global success and over 100 million in revenue. Adam started with a simple internship program at the age 16, shortly after (18) he started Brandman Financial, a company that was dedicated to consult for other firms across the world on maximizing their sales divisions in financial services including his own. Adam’s has always been known not just for a world-class lifestyle but also his passion to help others accomplish massive success. Thanks to his cutting-edge financial expertise and extensive track record, Adam founded Elite Hathaway, the world’s leading financial coaching company. A company only one of it’s kind that’s dedicated to teach students across the world how to implement the strategies that have made him an industry icon. On Todays episode Adam and Marshall highlight: How Adam schedules his day. Techniques to get more done! Adams success principles he follows The importance of a Mentor & ways to find one Styles of learning Raising credibility with client and customers The importance of providing a VIP experience and much more! Show Notes: Adam Farfan's website link Elite Hathaway - Adam's company Adam's Social - Instagram Managing Oneself - Book
63 minutes | Apr 18, 2017
Investing Lessons From Canada's Top Investors with Robin Speziale | W4S 016
Robin Speziale is the author of the National Bestseller, Market Masters, featuring exclusive conversations with Canada’s top investors. Robin has been saving, investing, and building his portfolio since 18. He built a $300,000 Stock Portfolio before 30. Robin Speziale blew my mind on this episode while he shared what he had learned from interviewing 28 of Canada's Top Investors. The top investors in Canada shared with him their proven investing strategies, how you can apply them in the market and how to make your winnings more predictable, plentiful, and profitable. In this episode Robin even goes as far as sharing what strategies he has implemented in his own portfolio. You will also discover: The metrics Robin looks for when selecting companies he invest in that eventually out perform the market. A model that has earned an annual rate of return of 12.5% and how you can implement it in 1 hour. The difference between Bull and Bear markets and how to take advantage of market swings and corrections. and so much more!! Show Notes: Ray Dalio - Debt Cycles: The Economic Machine video Bill Ackman Beat the TSX (BTSX) MorningStar.com (Key ratio’s, 10 year table) Robins YouTube Channel Books: The Intelligent Investor - Ben Graham Common Stock and Uncommon Profits Peter Lynch
64 minutes | Apr 4, 2017
Blockchain Technology & Why Entrepreneurship Is The Safest Route | Johnathan Holland | W4S 015
Johnathan Holland’s previous entrepreneurial experience consisted of a foreign exchange business aimed at assisting international students in paying their tuition in their home currency, this venture received over $23,000 in private funding and was featured in Maclean’s Magazine as a result of a deal with the “Dragons”. Johnathan's experience comes from a decade of learning about capital markets and a relentless pursuit of providing better customer experiences in the payments and currency exchange industry. Johnathan’s advantage has been to look at the currency exchange industry in a new light, which enabled him to create a new, better way to empower the businesses that are underserved by their current solutions. Johnathan is a part of the 2016 cohort of the Next 36 accelerator program that helps young entrepreneurs build high impact businesses and that’s just what Curexe is focused on doing. In this episode we highlight Entrepreneurship and what it takes to build a successful business. We cover how John is planning to use Snapchat as a tool to raise $1 Million and we dive deep into Bitcoin and Blockchain Technology! Enjoy, Show Notes: Curexe's Website : www.curexe.com The Next 36 : https://www.nextcanada.com/ Wealth4Self Newsletter : www.wealth4self.com - Subscribe!
23 minutes | Mar 21, 2017
March MASHUP! | W4S 014
Doing things a little different this episode! I've decided to compile a bunch of the greatest highlights from a few of the past guest we've recently had on the podcast. Starting us off we have a sound clip from each of the Co-Founders of Lending Loop, Cato Pastol & Brandon Vlaar followed by David Berliner, CEO of CoPower. Next up, we have Bridget Casey, Founder of MoneyAfterGraduation.com and to finish off this wonderful compilation we have Canadian Best Selling Author, Robert Brown, Author of Wealthing Like Rabbits! Enjoy this wonderful episode filled with nuggets of GOLD!
52 minutes | Mar 7, 2017
Crushing Credit Cards with Robert Brown | W4S 013
In today's episode we have the one and only, Robert Brown! Robert is the Author of the Canadian Best Selling Book - Wealthing Like Rabbits: An Original Introduction to Personal Finance. I first met Robert we he came to speak at my school and present a financial seminar to help the students at the college with a better understanding in personal finance. His ability to communicate and deliver many powerful messages about the many misunderstood fundamentals of personal finance is truly great. In this episode Robert and I tackle Credit Cards!! Thats right! We cover some horror stories regarding credit cards, we highlight the systems that you can put in place to help you not fall victim to debt & not become a slave to your credit card payments. We discuss credit card features such as Cash Advance, as well as Point Programs and how you can get the best of both worlds! (not carry any debt while still taking advantage of the point programs) Lastly, Robert touches on Lines Of Credit and what you need to know before you open a line of credit for yourself. Jump on in and Enjoy! Show Notes: Roberts Book : Wealthing Like Rabbits Book Mention - The Wealthy Barber The EveryDollar App - Budgeting Tool Mint App - Another Budgeting Tool Tangerine Bank - An all online banking platform EQ Bank - Another online banking platform Follow Rob on Twitter @WealthingRabbit Follow us on Twitter @Wealth4Self Subscribe ! #InvestingInYou
38 minutes | Feb 21, 2017
From Pro Kayaker to Investment Advisor | John Hastings | W4S 012
In today's episode we have, special guest, John Hastings. John is a former professional Kayaker who was part of the Canadian National Kayak Team and was an alternate on the 2012 Olympic Team. Since his days on the water, John has graduated from the Telfer School of Management with an MBA and has built an incredibly successful career as an Investment Advisor with RBC's Wealth Management Team. In this episode John and I discuss topics such as Impact Investing, Global Climate Issues, Time Management, Financial Planning, and of course covering topics and stories of John's experiences on the water and traveling with the Canadian National Team. Show Notes. John's video mentioned: http://bit.ly/2lIJuYx (go to 1:10) The Ottawa Community Loan Fund: http://oclf.org/ Impact Investing, MaRS Centre: http://impactinvesting.marsdd.com/ Dr. OZ : http://www.doctoroz.com/
43 minutes | Feb 15, 2017
Paying Off A Quarter Million In 3 Years with Sean Cooper | W4S 011
Sean is a money coach, specializing in mortgage-burning. In this episode he provides simple, yet practical advice on buying your dream home and paying it off in 10 years or less without sacrificing the things you love. Sean Cooper bought his first house, worth $425,000, when he was just 27. Sean immediately put down a $170,000 down payment he had saved - 40% - and paid off the rest of the owing balance, $250,000 in 3 years! In this episode Sean and I discuss the strategies he used in order to save up this enormous amount of money at only 27 years old. We also cover Renovations, Goal Setting, and of course Seans best layed out strategies on how to become mortgage free sooner! #InvestingInYou Show Notes Sean's book: http://amzn.to/2kYcubH Post I mention: http://bit.ly/2kmwTVJ Sean's website: http://seancooperwriter.com/ Canadian Investors Conference: http://canadianinvestorsconference.com/ref=marshall The Wealth4Self Website: http://www.wealth4self.com/
44 minutes | Feb 7, 2017
The Importance of Financial Strategies, Asking For More and Financial Black Swans with Bridget Casey | W4S 010
Bridget Casey is the founder and content creator of ‘Money After Graduation Inc.’ which is an online financial literacy resource for young professionals who want to build long-term wealth. Whether you’re looking to pay off your student loans or save for retirement, Money After Graduation has those resources and tools you need to make your financial dreams a reality. Their wonderful eCourses and workshops have helped thousands of millennials across Canada and the US pay off debt, stick to a budget, and invest in the stock market. What I love most, is that this website isn’t about clipping coupons or giving up lattes, but if you’re looking for some great strategies & maybe even a decent kick in the pants then I definitely recommend you check it out! Bridget holds a BSc. from the University of Alberta, and an MBA in Finance from the University of Calgary. She was also recognized as one of Alberta’s Top Young Innovators in 2016 Mentions in this Episode: - Best Self Journal: https://bestself.co/products/self-journal -Headspace App for Meditation - Drop App -Article 1: http://bit.ly/2kATAXS -Article 2: http://bit.ly/2kGC9YA
36 minutes | Jan 24, 2017
Investing in Clean Energy with David Berliner | W4S 009
David is co-founder and CEO of CoPower. He previously worked at Inerjys, a clean energy investment firm. He has consulted for the New York City Mayor’s Office on renewable energy, was Sustainability Coordinator for the University of Toronto, and worked at the Carbon Disclosure Project. Furthermore, David has been named "Emerging Solar Leader" by the Canadian Solar Industries Association and "Top 30 Under 30" by Corporate Knights. CoPower’s mission is to catalyze more clean energy and energy efficiency projects by providing simple, flexible financing solutions that meet your needs. To rise to the challenge of solving climate change we need to build clean energy projects at speed and scale. We’re here to help you do that.
38 minutes | Jan 17, 2017
Peer-to-Peer Lending with Cato Pastoll & Brandon Vlaar | W4S 008
What I love is that, Lending Loops team is incredibly passionate about connecting small businesses with Canadian investors. These guys have experience in technology, finance and commercial credit, and the thing I’m excited about is that the team at Lending Loop is proud to offer a new source of financing to small businesses all while providing a new asset class to investors. Lending Loop is Canada's first and only regulated peer-to-peer lending marketplace focused on small business. Their core focus is providing businesses with accessible capital at fair interest rates through a simple online process, and they do this by cutting out the costly middle-man, such as banks, and making affordable financing accessible to small businesses. Overall, Lending Loop gives all Canadians access to simple and attractive returns by supporting the growth of local Canadian businesses.
62 minutes | Jan 10, 2017
Robo-Advisors with Andrew Kirkland | W4S 007
Episode 007 is with Andrew Kirkland, the President of Justwealth. Andrew is an experienced investment professional who has an unwavering passion for investing, financial planning, and making things right for his clients. Over the last decade, Andrew assumed roles of increasing responsibility at one of Canada’s largest independent asset managers in the areas of client servicing, operations and business development. Andrew obtained his education from the University of Guelph-Humber where he earned a Bachelor of Business Administration. Andrew holds the Certified Financial Planner (CFP) and Chartered Investment Manager designations (CIM).
40 minutes | Jan 3, 2017
Your Digital Footprint with Alan Wainer | W4S 006
Have you ever temporarily lost your cell phone and gone immediately into a state of panic? What if all your accounts were wiped out, if every aspect of your online presence (your digital footprint) was deleted, how would you feel? Although we often overlook it, I cannot stress the point enough that organizing and documenting your digital assets is a key component of any estate plan. (Source; Estate Planning for Your Digital Assets: Your Digital Footprint. Alan Wainer.) Alan Wainer has been with the firm, Crowe Soberman since 1984 and a partner in the Audit and Advisory group since 1991. With over 30 years of experience, he services a wide range of clients and industries, devoting much of his time to providing business consulting and operations management, succession, retirement and estate planning. He has authored numerous articles covering succession and estate planning issues and in 2003, completed the Canadian Association of Family Enterprises (CAFÉ) Family Council Facilitator program. In addition to his work with the firm, Alan is an extremely active volunteer in the community, lending his skills and expertise to a number of worthy organizations in the Toronto area. Enjoy Episode 006 !
32 minutes | Dec 27, 2016
Holiday Highlight FIRE Round
This episode is an accumulation of the best highlights from our past few guests that have been featured on The Wealth4Self Podcast. This Episode features Roger Whitney, aka The Retirement Answer Man. Chris Peach, Founder of Money Peach & Awesome Money Course. Deacon Hayes from Well Kept Wallet & host of the Well Kept Wallet Podcast. And lastly, the President of JustWealth, Andrew Kirkland (Who's episode hasn't yet been released!) We hope you enjoy this FIRE ROUND. Happy Holidays! #InvestingInYou
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