Advanced Investing

The last ten years have seen so much said and done in the cryptocurrency space, and yet the future of bitcoin is still somewhat unclear. For Michael Sonnenshein however, bitcoin and the crypto market still offer the freedom and possibilities that have long been espoused as their greatest values.

Welcome to this week’s episode of the Rational Reminder! Today, we get stuck into a commonly asked about investment topic – socially responsible or sustainable investing. The show kicks off with Cameron sharing some fantastic insights he gained from a book he recently finished, The Undoing Project.

In this tax-heavy episode, Justin discusses his part-time obsession – foreign withholding taxes. Throughout the show, he explains which specific ETFs are best held in each account type in order to reduce this largely hidden tax drag.

On today’s show, we are joined by Kim Melanson who is a local lawyer in Ottawa. She is a specialist in family law. The bulk of the conversation is spent on the particulars of drafting a will and the considerations that have to go into this process.

For our very first episode of 2020, we kick things off with some quick updates before sharing Cameron’s ten best financial planning strategies for the new year. After laying out some statistics about the great asset class returns that 2019 saw, we get into the wonderful listener questions we have been receiving over the break.

Today on the show we welcome the Head of Investing Solutions at Dimensional Fund Advisors, Marlene Lee. Marlene has a Ph.D. from the University of Chicago where she served as the TA to Eugene F. Farma.

We are joined by Mark Goodfield of The Blunt Bean Counter blog to talk about estate planning and wills. Mark is a partner at BDO Canada, a national accounting firm and has created a wealth of content on investing, tax and the relationship between the two. 

We kick off the show today with some great listener feedback before diving into the content of a new podcast by Dr. Laurie Santos called The Happiness Lab. In a recent episode of her show, she gets into the idea of human adaptability to fortuitous or catastrophic events.

When a private company decides to offer equity ownership shares to the public, this is called an Initial Public Offering, or IPO. It is an exciting time for the company and its original private shareholders. The public often gets excited too, especially when it’s a well-known company.

In Episode 2, Justin gets into the weeds of tax-loss selling with ETFs. You’ll learn the core rules to follow, common pitfalls to avoid, and the best “portfolio-tested” ETFs for implementing this tax-efficient strategy.