Mastering money: The educator’s edition

Our financial literacy podcast for financial educators talks about key issues, trends and tips as they relate to financial education. Listen now!

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For questions, comments or to be a guest on the podcast, email us.

Disclaimer: The views and opinions expressed in this podcast are those of the guest and do not necessarily reflect that of CPA Canada.

EPISODES

COVID-19 Special Series E06 - Retirement in The Unknown

June 18, 2020

There are several “unknowns” as we start to look towards the future and life after COVID-19. For many, a big unknown is what their retirement looks like. In our last episode of this special COVID-19 series, David Trahair, CPA, CA, and author of The Procrastinator’s Guide to Retirement: How you can retire in 10 years or less helps us try to make sense of this unknown. David believes it’s not the strongest, it’s not the smartest, but it’s those who will adapt to the changing environment who will be successful moving forward. Through analyzing the past, acting in the now and planning for the future, he uncovers how we can look focus on emerging from this crisis. This episode was recorded via Skype.

For resources, visit cpacanada.ca/COVID19finlit

Apple Podcasts | Google Podcasts | PodBean | Spotify 39 min

COVID-19 Special Series E05 - Investing During Major Market Swings

June 12, 2020

COVID-19 has caused financial stress on individuals as many are worried about their investments. In this episode, Larry Short, CPA, CGA, portfolio manager and executive director, Private Client Group, at HollisWealth/ShortFinanical, helps to ease some of this worry by explaining we have seen these “unprecedented” times in the past. Larry provides insight into the situation and shares tips for investing during a market downturn. This episode was recorded via Skype (May 7, 2020) and contains some content from a previously recorded webinar, Wellness in a Time of Crisis (April 22, 2020).

For additional resources, visit cpacanada.ca/COVID19finlit and shortfinancial.ca/blog-archive.

Apple Podcasts | Google Podcasts | PodBean | Spotify 25 min

COVID-19 Special Series E04 - Saving with Volatile Incomes

June 4, 2020

The pandemic has caused many to re-evaluate their financial situation and closely analyze expenses and needs versus wants. In such unpredictability, some are even wondering what they can do now to benefit their financial situation long-term, including saving. Join entrepreneur Garth Sheriff, CPA, CA, as he shares his story on how he and his family are tracking costs during COVID-19 and provides listeners with practical strategies for saving during this volatile time. This episode was recorded via Skype.

For resources, visit cpacanada.ca/COVID19finlit.

Apple Podcasts | Google Podcasts | PodBean | Spotify 32 min

COVID-19 Special Series E03 - Tax in Turbulent Times

May 28, 2020

Tax season comes every year, but this year looks a bit different given the pandemic circumstances. In this episode, we talk all things tax with Fabio Bonanno, CPA, CA, principal, Taxation, at CPA Canada as he walks us through some of the government benefits available and what we need to know about tax during the COVID-19 crisis. This episode was recorded via Skype.

For resources and more information, visit CPA Canada Tax Blog, CRA COVID-19 Changes and Updates and Applying for CERB with CRA.

Apple Podcasts | Google Podcasts | PodBean | Spotify 33 min

COVID-19 Special Series E02 - Dealing with Debt in a Crisis

May 22, 2020

Debt can be debilitating. Add COVID-19 into the mix and the problem gets bigger for many. With an East-meets-West approach, this episode uncovers the debt situation in Canada and provides solutions to help combat this financial crisis. Join Sandy Lyons, CPA, CA, CIRP, LIT, senior manager, Licensed Insolvency Trustee, at Grant Thornton Limited; Frank Fabiano, CPA, CA, CIRP, LIT, partner at Grant Thornton Limited; and Robert Hunt, CIRP, LIT, managing partner at Grant Thornton Limited, for an insightful conversation on dealing with debt during this difficult time. This episode was recorded via Skype.

For resources, visit CPA Canada Financial Literacy and Grant Thornton Debt Solutions Services.

Apple Podcasts | Google Podcasts | PodBean | Spotify   40 min

COVID-19 Special Series E01 - Mental Wellness During a Pandemic

May 14, 2020

Financial wellness and mental wellness are connected. It’s no secret that COVID-19 has left many individuals struggling mentally. Mary Ann Baynton, director of strategy and collaboration, Workplace Strategies for Mental Health, at Canada Life, helps us tackle these mental health hurdles by providing insight and strategies to take control in this uncertain time. This episode was recorded via Skype.

For resources, visit Workplace Strategies for Mental Health - Personal Well Being.

Apple Podcasts | Google Podcasts | PodBean | Spotify   44 min

S2 E05: That side hustle life 

January 29, 2020 

For many, the side hustle has become a way to supplement income. Discover how one man, Peter Waitzman, well known YouTube product reviewer, turned his love for starting businesses into a money-making side gig. 

Apple Podcasts | Google Podcasts | PodBean | Spotify 30 min

S2 E04: Will these kids be alright? Canada’s financial future

January 29, 2020

For the past few decades, Gary Rabbior, president at the Canadian Foundation for Economic Education, has worked to make sure our future generations are well-equipped and have the skills to make smart financial decisions.

Apple Podcasts | Google Podcasts | PodBean | Spotify 32 min

S2 E03: Understanding the journey: The CPA Canada financial literacy story

January 29, 2020

Starting a financial literacy program requires knowledge, as well as a desire to educate and help individuals. Keeping a financial literacy program sustainable and successful is a whole other endeavour. Hear from Li Zhang, principal of Corporate Citizenship at CPA Canada, on how CPA Canada’s award-winning financial literacy program has been a leader in financial education for the last decade.

Apple Podcasts | Google Podcasts | PodBean | Spotify 44 min

S2 E02: Fitting financial literacy into your program

January 29, 2020

Does financial literacy have a place in your existing program? Mack Rogers, executive director at ABC Life Literacy Canada, breaks down how they expanded their existing program to include financial education.

Apple Podcasts | Google Podcasts | PodBean | Spotify 43 min

S2 E01: The power of the paycheque

January 29, 2020

Many of us do not know what goes into making sure working Canadians get paid accurately and on time. Janice MacLellan, former vice-president, Operations at The Canadian Payroll Association, explains the importance and direct impact payroll has on businesses and employees.

Apple Podcasts | Google Podcasts | PodBean | Spotify 31 min

S1 E06: Money & shame: Counselling Canadians out of debt

October 8, 2019 

How do you climb out of debt? Laurie Campbell, from Credit Canada, tell us how shame continues to prevent Canadians from seeking financial assistance, often prolonging their hardship and causing people to make the wrong choices when seemingly stuck in a dire financial situation. 

Apple Podcasts | Google Podcasts | PodBean | Spotify 35 min

S1 E05: Planning for retirement/senior living

October 5, 2019 

Wanda Morris, CPA, CA, from the Canadian Association of Retired Persons (CARP), and Doretta discuss the key financial lessons learned by Canadians when they retire, and what to do when planning for your golden years to avoid financial shock.

Apple Podcasts | Google Podcasts | PodBean | Spotify 36 min

S1 E04: Investment traps and FOMO

February 11, 2019

How do you avoid an investment trap? Larry Short, CPA, CGA, portfolio manager of HollisWealth/ShortFinancial, joins us to unpack financial FOMO (Fear of Missing Out), and why it’s easy to get duped into borrowing to invest by shady financial players.

Apple Podcasts | Google Podcasts | PodBean | Spotify 40 min

S1 E03: Financial wellness – Links between health and wealth

December 11, 2018

What is financial well-being? And how does it relate to your mental health? This week we talk to Jenna Van Draanen, post-doctoral research fellow at the University of British Columbia, about the relationship between money and mental health.

Apple Podcasts | Google Podcasts | PodBean | Spotify 22 min

S1 E02: The emotions of money

November 23, 2018

CBC’s Terry O’Reilly joins us to discuss how cold hard cash is really an emotional payload. This episode focuses money as society’s last taboo topic, and how shame feeds into financial marketing strategies.

Apple Podcasts | Google Podcasts | PodBean | Spotify 20 min

S1 E01: The behavioural economics of money

November 22, 2018

What is Behavioural Economics? Expert, author, comedian and lawyer Jeff Kreisler sits down with us and sheds light on how to consciously resist ingrained financial behaviours that feel right, even if we know they don’t make sense.

Apple Podcasts | Google Podcasts | PodBean | Spotify 25 min