8 episodes

This podcast aims to give current and relevant information to help you manage your Money. Ben Davies is a Financial Advisor with Davies Financial-Sterling Mutuals Inc. Ben has a passion to see people thriving with their money.

The opinions expressed are those of the participants, are for informational purposes only, and do not necessarily reflect the views or opinions of Sterling Mutuals Inc. Mutual Funds provided through Sterling Mutuals Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

The Clear Money Mindse‪t‬ Ben Davies

    • Investing

This podcast aims to give current and relevant information to help you manage your Money. Ben Davies is a Financial Advisor with Davies Financial-Sterling Mutuals Inc. Ben has a passion to see people thriving with their money.

The opinions expressed are those of the participants, are for informational purposes only, and do not necessarily reflect the views or opinions of Sterling Mutuals Inc. Mutual Funds provided through Sterling Mutuals Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

    EP 8 Navigating 2021

    EP 8 Navigating 2021

    The world is changing, and innovation is at an all-time high. Life is now happening in your living room and the world around is being driven by innovation. The necessity for contactless and secure technology services has left no industry untouched. In today's episode of The Clear Money Mindset we are going to look at some of the exciting new developments at Davies Financial/Sterling Mutuals Inc. 
    We will be discussing the Market Outlook for 2021 and we are also going to be giving some tips on how to use an RRSP to make the most of your 2020 tax return. 

    • 16 min
    EP 7 The Benefits Of Charitable Giving

    EP 7 The Benefits Of Charitable Giving

    2020 has been taxing on families and businesses, but its also been hard for charities. This time of the year you would expect to walk into a mall and see a smiling facing ringing bells reminding you to consider giving to those in need.
    You could argue that this is a year where charities are greatly needed, but this will also be a year where they may receive less donations than usual.
     
    We want to walk through some of the tax benefits of a Charitable donation and the different ways you can support your favorite charity this holiday season.
    www.canada.ca/en/services/taxes/charities

    • 14 min
    EP. 6 - The Homestretch of a hard year

    EP. 6 - The Homestretch of a hard year

    Today we will discuss the market outlook heading into 2021 and some things you can do to be financially sound no matter what comes
    Free Market Volatility & Markets Chart

    • 10 min
    EP 5 - Are you getting the most out of your TFSA?

    EP 5 - Are you getting the most out of your TFSA?

     
    In this Episode we want to ask our listeners if you are getting the most out of your TFSA?
     
    Get a free TFSA Factsheet 
     
    When asked what TFSA's are used for, many Canadians will tell you its a simple savings account where you pay no tax on what you make. Many institutions have sold them this way.
    Short term savings is one of the many uses for a TFSA, but it certainly is not the only use. Today we are going to discuss how you can get the most out of your TFSA.
     
    Check out this TFSA Vs. Regular Investment Calculator https://ci.com/en/resources/TFSA-vs-taxable-investment.html
     
    Visit our website today and get your free "Financial Benchmark" www.daviesfinancial.ca 

    • 12 min
    EP4 Seeing Past The Pandemic - Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Management

    EP4 Seeing Past The Pandemic - Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Management

    What comes next? That is a question a lot of investors are wondering. Today we will try to see past the Pandemic, by looking at what has happened, some things that cause concern, and some positive things that have come out of all this. We will explore this with our Special Guest Philip Petursson
    Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Management
    Listen in as we discuss the outlook for the coming months and years.
     
    Manulife Viewpoints Link: Stay on top of recent market movements with timely insights from our experts.
    Link to Philip Petursson’s Podcast
     
     
     

    • 23 min
    EP 3 - Building Certainty in an Uncertain Time

    EP 3 - Building Certainty in an Uncertain Time

     
    There is a lot of uncertainty right now in peoples finances, I want to take a few minutes to provide you with some tips that will help you and your family create more financial certainty in an uncertain time.
     
    A lot of us suffer from the problem of worrying about the things we cannot control and not worrying about the things we can control. For many, your biggest chance of financial success lies more in taking care of the things we can control and worrying less about things outside of our control.

    • 11 min

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