Wall Street Vision Investment Podcast

Vlad Dolgocheev, CFA, CFP
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Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.

  1. 20 SEPT

    68. How Business Owners Can Save Thousands in Tax (Ontario Probate Planning)

    If you’re a business owner in Ontario, your financial plan could be overlooking a costly problem: probate fees.  In this episode, we explore a strategy that can save your family tens of thousands of dollars and keep your business running smoothly. 💡 What if a second will could help protect your wealth, reduce delays, and keep your affairs private? Here’s what you’ll learn in this episode: ✅ What probate is, how it works in Ontario, and why it can be expensive for business owners ✅ How a secondary will can eliminate probate fees on private company shares ✅ Why this strategy can speed up business continuity and reduce delays for beneficiaries ✅ The added benefits of privacy and appointing different executors for personal vs. business assets ✅ Key limitations and why you must work with an experienced estate lawyer ⚠️ Caveat: This strategy isn’t available in every province (e.g., Nova Scotia doesn’t allow it), and it requires careful drafting by a lawyer with estate planning expertise. 🎧 Listen now on The Wall Street Vision Podcast. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    7 min

  2. 19 MAY

    67. KPMG/Deloitte/EY/PwC - Is it Harder to Obtain “Partner Status” Today?

    What happens when the dream of becoming a Big Four partner starts to lose its shine?  In this episode, we unpack why the traditional career path at PwC, Deloitte, EY, and KPMG might not be what it used to be — and what that means for folks on the partner track. Is the equity partner model fading — and how should professionals and investors adapt to this quiet shake-up? Here’s what you’ll learn: ✅ Why fewer people are being promoted to equity partner at the Big Four ✅ The rise of the “non-equity partner” — title prestige without profit sharing ✅ How economic pressures and slower growth are reshaping firm structures ✅ What this shift means for ambitious professionals charting long-term careers ⚠️ Heads up: These dynamics can vary by country, and data from private firms is limited — so each geography/market will have it’s own specific scenario unfolding. 🎧 Listen now on The Wall Street Vision Podcast. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    10 min

  3. 11 MAY

    66. Are YOU saving enough?

    Why Saving Is the Real Secret to Wealth (Even More Than Investing) Before you think about your actual investments, you should consider - Are you actually saving enough in the first place? In this episode, we unpack why saving—not just investing—is the real foundation of wealth investors. Want to build long-term wealth and enjoy a secure retirement? It starts with what you don’t spend today. ✅ Why saving is crucial during every life stage—from your 20s to retirement✅ The 50/30/20 rule and when it doesn’t make sense for your lifestyle✅ How to avoid lifestyle creep (and why it sneaks up fast after a raise)✅ Easy tracking tips to spot financial blind spots and stay on course✅ The power of automation: how to make saving a no-brainer habit 🎯 Whether you're saving 1% or 20%, consistency is what counts. 🎧 Listen now on The Wall Street Vision Podcast. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    16 min

  4. 28 JAN

    65. Unlocking Tax Savings: The Spousal Loan Strategy for Canadian Couples

    In this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy. Ever wondered how to legally shift taxable investment income from a higher-income spouse to a lower-income spouse? Tune in as we demystify the ins and outs of using a prescribed-rate loan to optimize your family’s tax situation. 🎧 Listen to this episode to discover: ✅ How the spousal loan strategy works and why gifting money isn’t as tax-friendly as you might think ✅ Step-by-step process on setting up an enforceable loan agreement and meeting annual interest payment deadlines ✅ Key considerations and potential pitfalls—from legal fees and ongoing documentation to market fluctuations and changes in prescribed interest rates ✅ Example showing the numbers behind potential tax savings We’ll also discuss scenarios where this strategy may not be a perfect fit, such as when your portfolio already focuses on deferred capital gains or when the paperwork and legal costs outweigh the potential benefits. Wall Street Vision Podcast:https://WallStreetVision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    8 min

  5. 24/12/2024

    64. What You Should Consider for End-of-Life Planning - Greg Barnsdale, CEA, CFP, LFD

    I recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries. Greg shared his unique insights from vast experience as both a funeral director and financial planner. His work focuses on helping people navigate end-of-life planning and estate preparation. 🎧 Listen to this episode to discover: ✅Why roughly 50% of North American adults don't have a will and what to do about it ✅ How to have difficult but crucial end-of-life planning conversations with family members ✅ The latest trends in funeral services, including eco-friendly options ✅ Why estate planning is an act of love that reduces stress for both you and your survivors Connect with Greg: https://www.donotignoreyourmortality.com/ https://www.linkedin.com/in/gregbarnsdale/ Check out Greg's book: Amazon.ca link Wall Street Vision podcast: https://WallStreetVision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    45 min

  6. 04/11/2024

    63. What's Really Going on with AI? (Key Things to Know Now)

    Wall Street Vision is back after a break!  You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP) designation, and that took a whole lot of study hours!  I completed the CFP program courses and passed that exam, so now I’m very excited to have more time that I can devote to the podcast again.  This episode is all about AI.  Join us for a comprehensive overview of artificial intelligence (AI), covering its recent developments, potential future impacts, and practical applications for listeners.  "You don't want to be the person using fax when everyone else is emailing. If you're a carpenter operating with a handsaw, and someone comes along with an electric saw, you have to incorporate that into your practice to keep up." Wall Street Vision Podcast: ⁠⁠wallstreetvision.com⁠⁠ Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    28 min

  7. 17/03/2024

    62. How Aaron Letzeiser raised $39M for his insurance startup (Obie Insurance)

    I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his firm. Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space. 🎧 Listen to this episode to discover: 👉 The steps Aaron took to raise $39M for his startup ⭐ What it’s like being a nimble startup in an industry with behemoth competitors ✅ How Aaron faced and overcame failure in his startup journey 👀 Aaron’s thoughts on insurance trends in an environment of increasing natural disasters Obie Insurance: https://www.obieinsurance.com/ Connect with Aaron: https://www.linkedin.com/in/letzeiser/ Wall Street Vision podcast: https://WallStreetVision.com #InvestingPodcast #Entrepreneur #StartUp #RaisingCapital #Ycombinator Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    29 min

  8. 26/12/2023

    61. What does it take to become successful? Mark Murphy (CEO of Northeast Sequoia)

    In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group.  Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets. In this episode we covered: The steps Mark took to achieve financial success (he didn’t grow up rich) Why it’s important to compete against yourself (instead of competing against others) How to cultivate the right mindset for success   The correct way to view failure The mindset of investing in yourself or your own business How Mark went from an entry level role to CEO at his firm Connect with Mark on Facebook: https://www.facebook.com/mark.murphy.58323   https://www.facebook.com/NortheastPrivateClient/  Connect with Mark on Instagram: https://www.instagram.com/mark_b_murphy  Mark’s Websites: https://markbmurphy.com  https://www.northeastprivate.com Connect with Mark on LinkedIn: https://www.linkedin.com/in/mark-b-murphy-813b105  / https://www.linkedin.com/company/northeast-private-client-group  Check out Mark’s book on Amazon: https://www.amazon.com/Ultimate-Investment-Roadmap-Business-Multigenerational/dp/1955884250 Wall Street Vision podcast: https://WallStreetVision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

    16 min
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Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.

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