If you’re a business owner in Ontario, your financial plan could be overlooking a costly problem: probate fees.
In this episode, we explore a strategy that can save your family tens of thousands of dollars and keep your business running smoothly.
💡 What if a second will could help protect your wealth, reduce delays, and keep your affairs private?
Here’s what you’ll learn in this episode:
✅ What probate is, how it works in Ontario, and why it can be expensive for business owners
✅ How a secondary will can eliminate probate fees on private company shares
✅ Why this strategy can speed up business continuity and reduce delays for beneficiaries
✅ The added benefits of privacy and appointing different executors for personal vs. business assets
✅ Key limitations and why you must work with an experienced estate lawyer
⚠️ Caveat: This strategy isn’t available in every province (e.g., Nova Scotia doesn’t allow it), and it requires careful drafting by a lawyer with estate planning expertise.
🎧 Listen now on The Wall Street Vision Podcast.
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
What happens when the dream of becoming a Big Four partner starts to lose its shine?
In this episode, we unpack why the traditional career path at PwC, Deloitte, EY, and KPMG might not be what it used to be — and what that means for folks on the partner track.
Is the equity partner model fading — and how should professionals and investors adapt to this quiet shake-up?
Here’s what you’ll learn:
✅ Why fewer people are being promoted to equity partner at the Big Four
✅ The rise of the “non-equity partner” — title prestige without profit sharing
✅ How economic pressures and slower growth are reshaping firm structures
✅ What this shift means for ambitious professionals charting long-term careers
⚠️ Heads up: These dynamics can vary by country, and data from private firms is limited — so each geography/market will have it’s own specific scenario unfolding.
🎧 Listen now on The Wall Street Vision Podcast.
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
Why Saving Is the Real Secret to Wealth (Even More Than Investing)
Before you think about your actual investments, you should consider - Are you actually saving enough in the first place? In this episode, we unpack why saving—not just investing—is the real foundation of wealth investors.
Want to build long-term wealth and enjoy a secure retirement? It starts with what you don’t spend today.
✅ Why saving is crucial during every life stage—from your 20s to retirement
✅ The 50/30/20 rule and when it doesn’t make sense for your lifestyle
✅ How to avoid lifestyle creep (and why it sneaks up fast after a raise)
✅ Easy tracking tips to spot financial blind spots and stay on course
✅ The power of automation: how to make saving a no-brainer habit
🎯 Whether you're saving 1% or 20%, consistency is what counts.
🎧 Listen now on The Wall Street Vision Podcast.
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
In this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy.
Ever wondered how to legally shift taxable investment income from a higher-income spouse to a lower-income spouse? Tune in as we demystify the ins and outs of using a prescribed-rate loan to optimize your family’s tax situation.
🎧 Listen to this episode to discover:
✅ How the spousal loan strategy works and why gifting money isn’t as tax-friendly as you might think ✅ Step-by-step process on setting up an enforceable loan agreement and meeting annual interest payment deadlines ✅ Key considerations and potential pitfalls—from legal fees and ongoing documentation to market fluctuations and changes in prescribed interest rates ✅ Example showing the numbers behind potential tax savings We’ll also discuss scenarios where this strategy may not be a perfect fit, such as when your portfolio already focuses on deferred capital gains or when the paperwork and legal costs outweigh the potential benefits.
Wall Street Vision Podcast:
https://WallStreetVision.com
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
I recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries.
Greg shared his unique insights from vast experience as both a funeral director and financial planner.
His work focuses on helping people navigate end-of-life planning and estate preparation.
🎧 Listen to this episode to discover:
✅Why roughly 50% of North American adults don't have a will and what to do about it
✅ How to have difficult but crucial end-of-life planning conversations with family members
✅ The latest trends in funeral services, including eco-friendly options
✅ Why estate planning is an act of love that reduces stress for both you and your survivors
Connect with Greg: https://www.donotignoreyourmortality.com/
https://www.linkedin.com/in/gregbarnsdale/
Check out Greg's book:
Wall Street Vision podcast: https://WallStreetVision.com
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
Wall Street Vision is back after a break!
You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP) designation, and that took a whole lot of study hours!
I completed the CFP program courses and passed that exam, so now I’m very excited to have more time that I can devote to the podcast again.
This episode is all about AI.
Join us for a comprehensive overview of artificial intelligence (AI), covering its recent developments, potential future impacts, and practical applications for listeners.
"You don't want to be the person using fax when everyone else is emailing. If you're a carpenter operating with a handsaw, and someone comes along with an electric saw, you have to incorporate that into your practice to keep up."
Wall Street Vision Podcast:
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient.
Aaron told me about his startup journey and the steps he took to raise capital for his firm.
Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space.
🎧 Listen to this episode to discover:
👉 The steps Aaron took to raise $39M for his startup
⭐ What it’s like being a nimble startup in an industry with behemoth competitors
✅ How Aaron faced and overcame failure in his startup journey
👀 Aaron’s thoughts on insurance trends in an environment of increasing natural disasters
Obie Insurance:
https://www.obieinsurance.com/
Connect with Aaron:
https://www.linkedin.com/in/letzeiser/
Wall Street Vision podcast:
#InvestingPodcast #Entrepreneur #StartUp #RaisingCapital #Ycombinator
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group.
Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets.
In this episode we covered:
Connect with Mark on Facebook:
https://www.facebook.com/mark.murphy.58323
https://www.facebook.com/NortheastPrivateClient/
Connect with Mark on Instagram:
https://www.instagram.com/mark_b_murphy
Mark’s Websites:
https://www.northeastprivate.com
Connect with Mark on LinkedIn:
https://www.linkedin.com/in/mark-b-murphy-813b105 / https://www.linkedin.com/company/northeast-private-client-group
Check out Mark’s book on Amazon:
https://www.amazon.com/Ultimate-Investment-Roadmap-Business-Multigenerational/dp/1955884250
Wall Street Vision podcast:
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI
Tune in to discover:
-What’s happening in the AI space
-When we might have AI that can replace humans (wow!)
-What can you do to avoid being replaced by artificial intelligence?
-Jake's thoughts on the drama happening at openAI (company that created chatGPT
-chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights
Don't miss out on a special offer - Use coupon WSV2023 for 50% off all plans at chtrbx.AI for the first 2 months
Jake’s company:
Follow Jake on Twitter X:
Wall Street Vision Podcast:
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients.
You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover:
-Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing
-Top mistakes that he sees investors making
-How people’s past experiences with investing can cause them to make poor decisions, and what to do about it
-Also, the importance of diversification and limiting exposure to any one specific investment
-Ted’s market outlook
Learn more about Ted:
Ted’s Twitter:
https://twitter.com/Oxbow_Advisors
Check out Ted on YouTube:
https://www.youtube.com/@OxbowAdvisors
Wall Street Vision Podcast:
Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.
You’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy?
I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research.
Tune in to find out:
What is Sam’s take on the current state of the economy and his outlook to later this year and 2024?
Why do we sometimes see scary headlines while the stock market keeps hitting new highs?
Is inflation finally under control, or are there nasty surprises on the horizon?
Where are some great hunting grounds for the best investment opportunities today?
Sam has a wealth of knowledge and I learned a lot during our conversation. Check out more from Sam below:
Follow Sam on Twitter/X:
https://twitter.com/MillStResearch
Connect with Sam on LinkedIn:
https://www.linkedin.com/in/sam-burns-cfa-53a51a4/
Check out Mill Street Research for their in-depth high quality research services:
https://www.millstreetresearch.com/
Wall Street Vision podcast:
In this episode I had the privilege of speaking with Michael Robbins, CFA.
Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG.
In this episode, we discussed:
Buy Michael’s awesome book here:
https://www.amazon.ca/Quantitative-Asset-Management-Michael-Robbins/dp/1264258445
Readings/interviews/code from the book:
Warren Buffett has a beef with credit cards. Check out this episode to find out why. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #CreditCard Disclaimer: This content is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
Did you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them! Watch this video to discover how Jim accomplished this incredible feat through his Medallion Fund at Renaissance Technologies (Rentech). 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast: website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #JimSimons Disclaimer: This content is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
In this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful entrepreneurs in modern history, Schultz's story is one of perseverance, passion, and vision.
🎬Wall Street Vision on YouTube:
https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg
🚀 Wall Street Vision Investing Podcast website:
🎧 Subscribe and Listen on Spotify:
https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl
🎧 Subscribe and Listen on Apple podcasts:
https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182
#investingpodcast #starbucks #HowardSchultz
Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
Kirk Kerkorian is one of the ultimate entrepreneurs of the 20th century. From rags to riches, Kerkorian's story is truly inspiring and a great example of hard work and determination paying off big time.
In this episode we'll take you on a journey through his early days, his rise to the top, and all the challenges he faced along the way.
We'll talk about his early years, flying planes during WW2, and his start as a developer in Las Vegas. We’ll also go over how he built the biggest hotel-casino in the world, not once, but three times!
So, grab some popcorn, sit back and join us as we delve into the incredible life of Kirk Kerkorian. Oh, and don't forget to smash that like button, leave a comment, and hit subscribe for more episodes on true stories about people making millions.
🚀 Wall Street Vision Investing Podcast website:
🎧 Subscribe and Listen on Spotify:
https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl
🎧 Subscribe and Listen on Apple podcasts:
https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182
#investingpodcast #KirkKerkorian
Disclaimer:
This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
Mike Cessario founded Liquid Death and it became a $700 million dollar business against all odds. The crazy thing is that Liquid Death is not some trendy energy drink - It’s canned water.
Now this isn’t the most conventional founder/CEO story. Mike grew up playing in punk rock and heavy metal bands and eventually became a graphic designer and advertising creative director.
While working on campaigns for big clients like Netflix, he learned tricks for capturing people's attention and getting them hooked on a product. But it wasn't until he noticed a subset of people in the hardcore music scene who were vocal about not drinking or doing drugs that he had his "a-ha" moment.
Combining this with a sneaky little trick he saw musicians doing with water in energy drink cans, Mike Cessario came up with the idea for the most hardcore water out there - Liquid Death.
This canned water with the tagline "murder your thirst" and features skulls and crazy designs. It became an instant hit. Being a true underdog, Mike took on the big guns in the water market dominated by billion-dollar companies.
Find out how he did it by learning about Mike Cessario and how he made Liquid Death a reality.
🚀 Wall Street Vision Investing Podcast website:
https://wallstreetvision.com/
🚀 Wall Street Vision YouTube:
https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg
🎧 Subscribe and Listen on Apple podcasts:
https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182
🎧 Subscribe and Listen on Spotify:
https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl
#investingpodcast #stockmarket #investing
Disclaimer:
This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
Pieter Levels (levelsio) is the digital nomad who took a leap of faith and became a multi-millionaire by building a portfolio of successful startups. From his humble beginnings as a teenager dabbling in programming to launching 7 mediocre startups, Pieter finally hit the jackpot with Nomad List and RemoteOK.
With his philosophy of "learn by doing" and a focus on speed and simplicity, Pieter Levels has built a thriving empire that generates $3 million a year with high margins. Watch this inspiring story of how Pieter took control of his fate and achieved his entrepreneurial dreams. Pieter/levelsio info:
* Nomad List - https://nomadlist.com
* RemoteOK - https://remoteok.com
* Pieter’s Blog - https://levels.io/
* Pieter Twitter - https://twitter.com/levelsio
This episode is available as a video on Spotify and YouTube.
🚀 Wall Street Vision Investing Podcast website:
https://wallstreetvision.com/
🎧 Wall Street Vision YouTube:
https://www.youtube.com/@wallstreetvision
🎧 Subscribe and Listen on Apple podcasts:
https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182
🎧 Subscribe and Listen on Spotify:
https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl
#investingpodcast #stockmarket #investing
Disclaimer:
This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
In this episode, we will be examining the life and legacy of John D. Rockefeller, one of the most iconic figures in American history. Though he is known as the world's first billionaire, there is much more to his story than just his wealth.
Growing up, Rockefeller's family did not have much money, and many of his classmates and teachers thought he was a "slow learner". Despite these challenges, he worked hard to succeed and eventually became one of the wealthiest people in modern history.
Rockefeller was a complex and influential figure, known for both his philanthropy and his controversial business practices. We will explore his rise to power, including the cutthroat tactics he used to get ahead.
We will also delve into the unique mindset that allowed him to achieve such financial success, as well as the controversies that led to him being hated by many.
Join us as we uncover the fascinating story of John D. Rockefeller.
Social Media:
TikTok
Podcast website:
Wall Street Vision Investing Podcast
Get in touch with Vlad:
Disclaimer:
This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
When Bob Parsons was growing up, no one seemed to think he’d amount to much.
He was born into a lower-middle-class family in Baltimore in the 50's. With parents who were gamblers (not the winning kind), he seriously lacked career role models. Bob failed the fifth grade, and just barely graduated high school (his teachers let him pass because he joined the marines).
None of that stopped him from starting two thriving businesses, which he sold for billions. It’s an amazing underdog victory story.
Check out this episode to learn how Bob made it happen.
Social Media:
Podcast website:
Wall Street Vision Investing Podcast
Get in touch with Vlad:
Disclaimer:
This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.
