The Financial Long Game

Shelly Appleton-Benko
  • 5.0 (13)
  • INVESTING
  • UPDATED WEEKLY

Are you ready to gain the knowledge and confidence to help navigate the complexities of your personal finances? Join host, Shelly Appleton-Benko, Vice President and Director, Odlum Brown Limited for the Financial Long Game podcast. Whether you're a seasoned investor or just starting on your financial journey, this podcast unravels the secrets of wealth-building and provides insights, interviews, and expert advice to help you play the long game and secure your financial future.  To learn more about Shelly Appleton-Benko and Odlum Brown, or to be considered as a guest in a future episode, or to read our full disclaimer, visit odlumbrown.com/FinancialLongGame. Odlum Brown is a Member of the Canadian Investor Protection Fund.

  1. 1D AGO

    Simon Says: Retirement Isn’t an Age

    In this episode, Shelly Appleton-Benko and Tax and Estate Planner Simon Leon discuss the real definition of retirement. Rather than being defined by age, retirement is a shift in lifestyle, identity and financial structure. Together, Shelly and Simon unpack common myths around retirement and explore what modern retirement planning actually looks like beyond age 65 and why the old rules no longer apply.

    19 min

  2. APR 7

    The “Master’s” Class in Investing with Steven Zicherman

    What does it take to earn a green jacket or build lasting wealth? In this episode, we draw parallels between golf strategy and long-term investing. From navigating bunkers to staying disciplined through market swings, Steven shows that success is not about one moment, it is built through decisions made long before the spotlight.

    18 min

  3. MAR 24

    A New Era of Financial Fraud with Neumann Lim

    As artificial intelligence continues to evolve, so do the tactics used by cybercriminals. From deepfakes to increasingly sophisticated digital scams, the financial fraud landscape is changing at an unprecedented pace. In this episode, Neumann Lim, Manager of Infrastructure & Cybersecurity at Odlum Brown and an expert in digital risk management, emerging technology threats, and certified digital forensics, shares valuable insights into the rise of AI-driven fraud. He breaks down how these scams work and offers practical steps you can take to help protect yourself and your family. -- Links: BCSC: https://avoidaiscams.investright.org/ CIRO - https://www.ciro.ca/office-investor/avoiding-fraud-and-protecting-your-investments/artificial-intelligence-ai-and-investment-fraud Anti-fraud centre – https://reportcyberandfraud.canada.ca/

    23 min

  4. MAR 10

    Human vs. AI Financial Advice

    Before you ask AI about your finances… listen to this. AI can auto-generate a portfolio in seconds – but can it understand your life, your fears, and your financial future? In this episode, host Shelly Appleton‑Benko and Kevin Fabian, Investment Associate at Odlum Brown, put AI to the test, revealing where it shines, where it fails and why human judgment still matters more than ever. -- Links: Equity research - https://www.odlumbrown.com/the-ob-difference/research/equity-research

    29 min

  5. FEB 24

    The First Swing: Entrepreneurship, Resilience and Building a Business One Shot at a Time

    PGA pro and serial entrepreneur Matt Palsenbarg joins The Financial Long Game to share how discipline, resilience and smart decision‑making shape long‑term success — in business and on the course. He explores the power of leaning on the skills of experts around him, pursuing big ideas and building the mindset needed to stay focused under pressure and create something that lasts.

    25 min

  6. FEB 11

    Love, Money & Red Flags

    This week's episode explores why clear and confident financial choices are essential both individually and within a relationship. We break down the personal habits, beliefs and money stories that quietly guide our decisions, often without us realizing it. Then we look at how those individual patterns show up when two people try to build a life together. From transparency and shared goals to navigating debt, spending differences and long‑term planning, we highlight the conversations that strengthen trust instead of creating tension. This isn’t about judgment or perfection, instead building greater awareness, honesty and working as a team. Whether you’re single, dating or decades into a partnership, this episode offers practical guidance for making money a source of clarity rather than conflict.

    17 min

  7. JAN 27

    The Cost of Waiting

    Most people don’t procrastinate with their finances because they don’t care – they wait because they’re unsure. In this episode of The Financial Long Game, your host Shelly Appleton-Benko explores the hidden costs of delay: lost time, missed opportunities and the mental weight of unfinished decisions, offering a simple, realistic framework for moving forward without overwhelm.

    12 min

  8. 2025-12-23

    Chasing the Dream with Mary Parsons

    Chasing a dream means more than ambition – it’s about what it really takes to pursue passion at the highest level. This episode explores how financial realities intertwine with resilience, risk and reward, reminding us that finance isn’t just numbers, but the dreams those numbers make possible.

    27 min
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Trailer

5
out of 5
13 Ratings

About

Are you ready to gain the knowledge and confidence to help navigate the complexities of your personal finances? Join host, Shelly Appleton-Benko, Vice President and Director, Odlum Brown Limited for the Financial Long Game podcast. Whether you're a seasoned investor or just starting on your financial journey, this podcast unravels the secrets of wealth-building and provides insights, interviews, and expert advice to help you play the long game and secure your financial future.  To learn more about Shelly Appleton-Benko and Odlum Brown, or to be considered as a guest in a future episode, or to read our full disclaimer, visit odlumbrown.com/FinancialLongGame. Odlum Brown is a Member of the Canadian Investor Protection Fund.

Information

  • Creator
    Shelly Appleton-Benko
  • Years Active
    2024 - 2026
  • Episodes
    61
  • Rating
    Clean
  • Copyright
    © All rights reserved.
  • Show Website
    The Financial Long Game

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