4 episodes
Your Wealth Conscience Penny Stayropoulos, CFA, CIM, TEP, FMA
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- Business
The show where we take a practical approach to common and complex financial decision making we all may face at some point in our lives. My hope is be the end of each show, you have gained clarity, confidence and curiosity on how you could approach your own decision making on this Total Wealth journey.
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5 Bodies of Total Wealth
Hana Dhanji, Executive Coach, joins me on this episode. We talk mind, body, soul, money and how events in our lives can put stress on some of these pillars and ultimately lead to detracting from our progress personally and financially. We talk Maslow's Hierarchy of needs and the Goal-Based triangle..... yes Triangles.
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Get in Control of your Debt!
Jennine Yool, mortgage agent, joins me on this episode. We talk motherhood, personal development, getting rid of debt as a burden to wealth creation, interest rates and more. Enjoy!
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Portfolio Construction
Martin Cobb, SVP of Equities for Lorne Steinberg Wealth Management Inc, joins me today. We talk about Martin's approach to picking the right companies for a portfolio. We take a practical approach to how you can apply this to your own day to day living and decisions you are making on your own total wealth journey. We also talk about how to make sense of headline news, what matters and what doesn't.
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Downsizing
In this episode, we talk downsizing with Sean Mahoney from Harvey Kalles and Principal at Mahoney Real Estate Group. What downsizing really means and thinking about community, values, beliefs and really look at the pitfalls to avoid when downsizing into a condo.