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:

1. What sort of preplanning should be done?
2. How do you transition into assisted living?
3. What do you do with their new space?  How do you make it feel like home?

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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:

1. Why should financial planning be different for women?
2. What are the unique challenges for women?
3. When should saving/planning start? 

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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

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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

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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

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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?

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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?

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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

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Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:

• Q2 quarterly update highlights
• Interest rate cuts
• Differences between US and Canada
• Recession?
• Issues in the housing market

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Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:

• Recent federal budget and the new capital gains taxes
• Recap of where we are/where we have been
• Rates and inflation
• Opportunities
• The importance of after-tax yields.

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Sonya Dolguina, Manager, Tax Consulting joins host Chris Cooksey to talk tax, including new tax accounts and laws, cross border tax implications as well some general tax planning topics:

New account and laws

• First Home Savings Account (FHSA), what is it and who can open one?

• What if someone previously owned a home, can they open the FHSA account?
• How can a FHSA help with supporting your adult children with purchasing their first home?

o   New tax law – federal anti-flipping rule for selling real estate held for less than a year

o   New tax law – multi-generational home renovation tax credit

Cross Border

• Tax implications of moving to Canada, including with investments and US retirement accounts from previous employer
• Tax implications of moving out of Canada

General Tax Planning

• Income splitting with a spouse
• Maximizing tax benefits of donations by donating stocks rather than cash

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Susan Latremoille, co-founder Next Chapter Lifestyle Advisors joins host Chris Cooksey to discuss the planning non-financial aspects of retirement, which are often overlooked by pending retirees, including:

• Who is Susan and what does Next Chapter Lifestyle Advisors do?
• The importance of planning your retirement lifestyle and having meaningful non-financial conversations.
• The difference between being financially ready to retire, and being mentally ready to retire.
• What are the common pitfalls people fall into when it comes to the non-financial aspect of retirement? 

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Mutual Fund & ETF Specialist Luke Kahnert joins host Chris Cooksey in this episode. Luke and Chris look at the mutual fund and ETF industry, what are the trends, what are flows indicating and other interesting aspects that should be considering when look at investing into these products, including:  

• What is new in the Canadian mutual fund and ETF industry?
• What were some of the top takeaways from this year’s report from IFIC?
• Do you see these growth trends for ETFs continue as we move forward and do you think, at some point?
• Can you provide some reasons for why we are seeing this continued ETFs growth?
• Growth in the ETF industry has been helped by ETFs have evolved from passive investing to other options, e.g. rules-based ETFs.
• Can you touch on some of other innovations we’ve seen in ETFs over the years?
• What other research can you provide when looking back at 2023?
• What do you think might be a factor that will affect next year’s IFIC report? 

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Paula Lester joins host Chris Cooksey in this episode. Paula is Associate VP, Estate and Trust Solutions, for Solus Trust, which is an affiliate of Raymond James.  We recently published an article in the commentary and insights section of RaymondJames.ca called Failure to Launch: Adult Dependents and their Estate Rights and today Paula and I will be discussing this case and questions it raises, including:  

1. Overview of the case
2. Why is this case so astounding?
3. Who else might have a right to support from someone’s estate?
4. How does a court decide how much a person should receive under a support claim?
5. What can people do when planning their estate to either prevent someone from making a successful support claim like the one in this case?
6. Can a person avoid these support claims by making sure that all assets pass outside of the estate? For example, putting them in trust or naming a direct beneficiary on life insurance or registered accounts?

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Chief Economist, Eugenio Alemán returns to the podcast to discuss his 2024 outlook with host Chris Cooksey, including:  

• Where we are in the economic cycle
• What may be in store for 2024
• What is he worried about for economy
• Inflation and rates

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Washington Policy Analyst, Ed Mills returns to the podcast and has wide-ranging discussion with host Chris Cooksey, including:  

How bills passed in the last couple of years are only starting to hit the economy. We are talking about Inflation Reduction Act, Chips and Science Act and the Bipartisan Infrastructure Bill. How they could be under threat of repeal in a Trump Administration/how they should also be viewed in the lens of national security.

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Head of Investment Strategy, Neil Linsdell returns to the podcast to discuss equity markets with host Chris Cooksey, including:  

1. Review of 2023
2. Inflation
3. Rates
4. Opportunities in 2024

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Head Fixed Income Trader Harvey Libby returns to the podcast to discuss fixed income with host Chris Cooksey, including:  

1. The environment at end of 2023
2. Inflation
3. Rates
4. Opportunities in 2024

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Financial Planner Ines Iraoui returns to the podcast to discuss end of year financial planning tips with host Chris Cooksey, including:  

1. What subjects are we talking about today regarding year-end financial planning?
2. Tax-loss selling.
3. Is there a deadline to do this?
4. Can I sell, trigger a loss, and buy back these securities the next day?
5. When it comes to donating, what are the options for year-end?
6. Can someone only donate in cash, or can they donate investments?
7. Possible changes in 2024 when it comes to donations.
8. Retirement accounts - what needs to be done by the end of the year?
9. Any other strategy regarding RRIFs?
10. TFSA contribution limit announced for 2024?
11. Is there a deadline for make a TFSA contribution?
12. How about TFSA withdrawals?
13. What other recommendations would you have for year-end financial planning?

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Portfolio Manager Neela White returns to the podcast to discuss advance care planning with host Chris Cooksey, including:  

1. What is it?
2. How do you start?
3. What to investigate?
4. Decisions to be made?
5. The conversation - with who?
6. Should you write it down?

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