Kate Smalley is Making Space for Conversations
Hey, fellow money nerds: how do you talk to people who don’t know or don’t care quite as much as you do? Kate Smalley is our guest this week because A) as a maker and marketer with lots of financial services clients and a paraplanner at Spring, she’s really interested in how people talk about money and B) we really like her. You will too, trust us.
It’s a bit of a full-circle moment for Season 4, since we opened up the year hoping to have better conversations about money, so it’s a good point to take a brief hiatus. Watch this space for new episodes soon!
Because Money Podcast Team
Sandi Martin is a financial planner at Spring Financial Planning, and works with regular folks to figure out what they want their money to do for them and the simplest, smartest way to do it. She’s an occasional blogger, mother of three, and frequent, loud laugher (you’ll see).
Chris Enns is a financial planner at Rags to Reasonable, where he works with artists and other folks with variable and sometimes unusual sources of income. He is a passionate servant of his community, a Mennonite farm boy, an opera singer and actor…and he makes a mean pie. Just try to avoid seeing his desktop. (Chaos! Anarchy!)
John Robertson, PhD, is the author of The Value of Simple and teaches regular people how to become DIY investors through his online course Practical Index Investing for Canadians. He also investigates deep money questions and goes on rants on his blog HolyPotato.net. Oh yeah, he’s a scientist too. #smartestguyintheroom (He didn’t write that last part.)
MuhammadYasir Dewji is a software developer, a new-ish father, and – if you can believe it – MYD just showed up in Jackson’s inbox one day last spring, offering to convert past seasons to audio files and turn this thing into an actual podcast. He’s just that nice. (We knew he’d fit in because he’s facing the same way in his profile picture.)
Because Money Season 4
For your viewing pleasure, simply click into an episode from the list below. You won’t regret it. We promise.
The One Where Seth Comes to Call Sandi and Seth talk about money a lot, and it's interesting to hear about how they manage that. Of course Sandi lives in the world of personal finance and they spend a lot of time together, so we have to grade that one on a curve. And...read more
The One Where There's a Difference Between Expecting and Expecting an Inheritance None of us are ready to imagine a future without our parents in it. Full stop, fingers crossed, wood knocked, etc, etc. We’d all prefer to have our parents around until we die,...read more
The One Where Robo-Advisors Haven't Saved the World...Yet You might remember from our episode on robo-advisors in Season Three that Sandi and John have spent abnormal amounts of time thinking about robo-advisors, to the point where they built a calculator to compare...read more
The One Where No One Has the Right Disability Insurance What does Chris need but doesn’t want, Seth doesn’t need but Sandi wants, and John’s family want and need but couldn’t have? (It’s not Nanny MacPhee, in case you’re wondering, although that would be the Best...read more
David O'Leary and John from Burlington: One of these guys is going to change the world You don’t want to miss the story of how David O’Leary started out as an English Literature major, got into the market as a newbie leveraged investor just before the 2000 tech bubble...read more
Mimi Comes to Call If you’re an opera fan (and who’s not?), you probably know Mireille Asselin, and if you don’t, you should. She’s also Chris’ Number One Favourite Person, and she’s on the show this week so we can have a real conversation about how they manage their...read more
Because Money Season 3
Just like in the previous section, for your viewing pleasure, simply click into an episode from the list below. You still won’t regret it.
How do you solve a problem like Maria? Change is hard, and since it's just about time for all those resolutions to start making you feel guilty, we've put together an episode that includes what we'll all look back on and remember as the single best piece of financial...read more
Starting a New Business with Jessica Oman We're back after our holiday hiatus (so good!) with an episode designed to answer one question for all those aspiring entrepreneurs out there: what's stopping you? Join us as we pepper Renegade Planner Jessica Oman with...read more
"Someone Should Teach This in School"...and Kyle Prevost is So everyone agrees that financial literacy in Canada could get better... but how? Now that's something that people don't always agree on, and that's why Kyle Prevost is the most interesting man in Canada when...read more
Autoinvest.ca and Comparing Robo-Advisors in Canada Sandi and John built a cool tool to compare robo-advisors across Canada, and in this show Chris asks us all sorts of questions about it. We're all pretty excited about the calculator and the fintech revolution in...read more
Alberta Then and Now with Robb Engen We've managed to convince Season One co-host Robb Engen of Boomer and Echo (and Rewards Cards Canada) to hang out and talk about what he's been up to and draft a fantasy portfolio. No, really: we could have spent an entire episode...read more
An American in Paris (Ontario) with Julia Chung We're delighted to be joined this week by Julia Chung, CFP extraordinaire at JYC Financial, cross-border planning enthusiast, and all-round cool person. In this episode we start with a rousing game of Financial False...read more
Because Money Season 2
We promise, there is lots of gold in our archives.
A Flat Fee, Customized Global Portfolio Built Specifically for Your Life Goals Have you ever thought to yourself "Self, there has to be a better way for me to invest my money than in mutual funds with investment advisors who are making a percentage of what I invest,...read more
The Potato is Back in Town There are many books, guides, blogs, text messages, and ancient manuscripts written on the fundamentals of DIY Investing, while there is considerably less information circulating about "who" should consider building their own DIY portfolio....read more
In this episode of the because money podcast, we are joined by Kristen "The Frugal Girl" which is super exciting because as you will see in the video, Kristen is absolutely awesome. Kristen is a voice of reason in a world where frugal can mean a lot of different...read more
Can You Teach Business and Finance in High School? Yes. Yes you can, and these guys are here to tell us how! In episode 2 of the Because Money podcast we are joined by Jordan McFarlane and Salmaan Moolla, as we discuss teaching financial literacy and business in high...read more
Welcome Back to the Because Money Podcast! We are so happy to be back, even if the term 'we' is loose at this point. After 27 episodes of Season 1 and an ever increasing list of todos around our homes, we decided to take a little break from recording. Well, a few...read more
Because Money Season 1
Seriously, we mean it. They’re good.
What is Wealthsimple? Guest Michael Katchan Michael Katchen is the founder and CEO of Wealthsimple, one of Canada’s new crop of online investment managers, and is on a mission to make smart investing cheaper, simpler, and easier for everyone. Wealthsimple “manages...read more
Sometimes cutting costs just doesn't cut it - sometimes you need to make more money. This week, the King of the Side Gig Robb Engen talks about how to make the magic happen.read more
Oh the stories we can tell... and do tell on this episode of the Because Money Podcastread more
Travelling on the Cheap With Special Guest Barry Choi By day, Barry Choi is a director for City News and regularly appears on City's The5 to talk about personal finance, travel, and news. By night (or afternoon, or whenever he finds time to write), he blogs at Money...read more
Generation Y and Mindless Home Buying With Special Guest Rob...read more
How Do You Teach Financial Literacy? Special Guest Kyle Prevost Kyle Prevost is the co-author of More Money for Beer and Textbooks which may not be all that surprising given his profile picture features a good looking pint. Kyle blogs regularly on Young and Thrifty, a...read more