The Advantaged Investor

Raymond James Ltd./TMDS
  • 0.0 (0)
  • INVESTING
  • UPDATED WEEKLY
The Advantaged Investor

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

  1. 18 SEPT

    Helping Mom and Dad Transition to Assisted Living or Retirement Facilities

    Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including: What sort of preplanning should be done? How do you transition into assisted living? What do you do with their new space?  How do you make it feel like home?  Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    17 min

  2. 6 SEPT

    Financial Planning

    Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women.  A lot of financial planning applies to everyone, which we discuss, but there are important general considerations for women that should be acknowledged, including: Why should financial planning be different for women? What are the unique challenges for women? When should saving/planning start?  Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    14 min

  3. 20 AUG

    Fixed Income – First Half Review and a Look Ahead (Episode 101)

    Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including: Review of the year so far Rates/Inflation Opportunities Follow the podcast on LinkedIn: The Advantaged Investor  Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    16 min

  4. 7 AUG

    Market Volatility and a Mid-Year Equity Market Update (Episode 100!)

    Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, including: Review of 2024 so far Recent volatility The Sahm rule Interest rates Magnificent 7 and AI Tech stock trends Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    20 min

  5. 17 JUL

    Fixed Income Options for Portfolios

    Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including: What are the options available? Approaches to fixed income investing Bank of Canada rate cuts and the effect on the fixed income market Follow the podcast on LinkedIn: The Advantaged Investor Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    16 min

  6. 8 JUL

    Summer Financial Planning Tips

    Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:   In your opinion how does a financial planner help with investor success? How important is it for your plan to evolve as you do and your situation changes? Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun? What are some of the common ‘mistakes’ you see when talking planning with clients/investors? At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean? Follow the podcast on LinkedIn: The Advantaged Investor   Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    15 min

  7. 24 JUN

    Javed Mirza – Talking Quantitative/Technical Analysis

    Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including: Overview of technical analysis Overview of quantitative analysis You are a Chartered Market Technician® - what does mean? How does you use technical and quantitative analysis to inform your views on what is going on in markets?   What are you current views? Follow the podcast on LinkedIn: The Advantaged Investor   Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    21 min

  8. 29 MAY

    Teaching Kids about Money

    Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, including: Importance of financial literacy Lack of financial planning education for kids/youth How to start helping your kids/grandchildren Important things teenagers/young adults can do Follow the podcast on LinkedIn: The Advantaged Investor  Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

    28 min
See All (103)

About

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

Information

  • Creator
    Raymond James Ltd./TMDS
  • Years Active
    2021 - 2024
  • Episodes
    103
  • Rating
    Clean
  • Copyright
    © Raymond James Ltd./TMDS
  • Show Website
    The Advantaged Investor

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada