Episodes

Friday Apr 02, 2021
Episode 102: The Coming Recovery
Friday Apr 02, 2021
Friday Apr 02, 2021
Could it be that we are approaching a recovery? If you have been in the fortunate position to have had extra capital over the past few months, your savings may actually have increased. The unemployment rate is predicted to lower in the future and, GDP is on the rise. We are beginning to see many positive signs on the horizon. Most importantly, we are starting to see social change, raising awareness of inequalities and a movement to a more open and positive future to come.
Join us today on ThinkSmart as we discuss the many directions the world is moving in and some of the things we have begun to noticed along the way.

Friday Mar 26, 2021
Episode 101: Volatility in the Market
Friday Mar 26, 2021
Friday Mar 26, 2021
What does volatility in the market actually mean, and how can you make it work to your advantage? The downside of volatility often gets negative press, but risk and return are often very closely related. Let's explore how this all works today on Think Smart.

Friday Mar 19, 2021
Episode 100: The Death of a Client
Friday Mar 19, 2021
Friday Mar 19, 2021
The death of a client can be one of the hardest parts of an advisor's job. In many cases, this may be a relationship that has been forged over 20-30 years. It is a difficult time for everyone involved, and a financial advisor needs to be the voice of reason for the surviving family members. There is a lot riding on the next steps, and everything needs to be done correctly. Listen today to hear some of the elements that come into play when this part of a client’s financial journey comes into play.

Friday Mar 12, 2021
Episode 99: Forecasting? Isn't it Obvious?
Friday Mar 12, 2021
Friday Mar 12, 2021
Trying to predict the outcome of most things, if not based in science, is very nearly impossible, and even then, it can be impractical. Isn't it always way too apparent after the fact what we should have expected or, better, known? But seriously, do you think it's possible to predict some aspects of the market? Find out what we believe today on ThinkSmart.

Friday Mar 05, 2021
Episode 98: Strategies to Employ in the Last 5 Years Before Retirement
Friday Mar 05, 2021
Friday Mar 05, 2021
What steps should you consider taking to ensure a smooth transition into retirement? How should you handle your accounts over the next few years? What are the tax benefits of changing tax brackets? How to cope with your debt. Consider how your future health might be affected. When should CPP be taken? Do both you and your partner have the same ideal retirement in mind?
We answer these and many more questions today on Think Smart.

Friday Feb 26, 2021
Episode 97: Bitcoin - What's All The Hype?
Friday Feb 26, 2021
Friday Feb 26, 2021
The first Bitcoin ETF was recently launched, and it's certainly become very hard to ignore it in the marketplace. However, there are two sides of this figurative coin; the financial perspective and the technological perspective. There is a severe lack of information and mystery around how it actually works. While it may, in fact, really help in third-world commerce, there is still a ton of volatility and uncertainty surrounding it.
Join us as we discuss the ins and outs of Bitcoin!

Friday Feb 19, 2021
Episode 96: What's the Difference Between ETFs and Mutual Funds Anyway?
Friday Feb 19, 2021
Friday Feb 19, 2021
Does anyone know off the top of their head the difference between mutual funds and ETFs? For all intents and purposes, they are pretty similar. However, you may be surprised to know that there are a number of subtle distinctions that can make a difference to your pocketbook.
Listen today to find out more!

Friday Feb 12, 2021
Episode 95: How I Made My First Million
Friday Feb 12, 2021
Friday Feb 12, 2021
Have you made your first million yet? It's not as hard as you might think. Believe it or not, there are some pretty straightforward steps you can take to get there. Listen today as Rob and Mike give you their personal accounts of how their very practical financial decisions worked out and how you might be in a position to do the same.

Friday Feb 05, 2021
Episode 94: Signals of Financial Change
Friday Feb 05, 2021
Friday Feb 05, 2021
Signals of financial change: What types of change are we seeing, and what is the impact on your life?
In many parts of the world where there previously had been none, a rising middle class is working towards a more desirable lifestyle and driving up costs. At the same time, in the Western world, our priorities shift from owning to experiencing things.
From the minimum wage worker to the corporate executive, things are on the move.
We are in a period of growth and the world is changing in many ways.
Find out more here today on Think Smart.

Friday Jan 29, 2021
Episode 93: Things You Can Do To Help Your Family During Covid-19
Friday Jan 29, 2021
Friday Jan 29, 2021
With some time on our hands and many fewer distractions, now is the perfect time to start dusting off some of those old forgotten estate documents. Rob and Mike discuss best practices and some tips and tricks to help you and the important people in your life cope with your estate.