Podcasts by Building Wealth On The Go
KLT Wealth Management is bringing you a monthly podcast with discussions on investing strategies, financial tips, market updates, current events, economic outlooks, and a range of industry respected special guests.
Further podcasts by KLT Wealth Management
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S4E6 - Rate Hikes - Artificial Intelligence - Market Outlook from 2023-06-27T11:30:53
In this week’s episode, we discuss the recent rate hikes, sticky inflation, the surge of Artificial Intelligence, and Canada’s current standings on household debt among the G7 countries.
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S4E5 - US Debt Ceiling, Inflation and Market Outlook from 2023-05-30T15:26:25
In this episode we discuss, what is the US Debt Ceiling and why are we talking about it? What will the ramifications be? Inflation - Showing resilience despite a high interest rate environment ...
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S4E4 - Podcast - Economic Update and Housing from 2023-04-25T16:35:51
In this episode we cover the recent economic headlines, earning season, housing, market outlook, and our Exclusive upcoming event featuring Larry Berman Live.
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S4E3 - Recent Economic Headlines - Canadian Dollar - Tax Time from 2023-03-28T11:45:57
In this episode, we discuss the recent headlines regarding the Silicon Valley Bank Collapse and Westjet taking over Sunwing. We also cover job gains in February, the Canadian economy and c...
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S4E2 - Podcast - February 2023 - Economic Update from 2023-02-28T12:45:42
In this episode we discuss the year-to-date Economic update, News from the FED, and the Near term outlook.
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S4E1 - Podcast - January 2023 - New Years Resolutions - Budgeting Tips - Diversified Portfolios from 2023-01-31T12:45:44
Welcome to 2023. In this podcast, we discuss New Year's Resolutions, how the markets finished in 2022, and the importance of a diversified portfolio in uncertain markets.
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S3E15 - A look back at 2022 from 2022-12-27T12:45:51
In this episode we look back at 2022 and what effected the volatility in the market. Covid, war, shutdowns, re-openings, real estate, and Inflation rate.
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S3E14- Podcast - Interview with Steve Moore from MNP from 2022-11-29T12:30:40
In this recent podcast, we interview Steve Moore of MNP where we discuss Year-End Tax Planning ideas, tax implications, donations, RRSP, TFSA, sole proprietorship and succession planning.
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S3E13 - Europe, the current economic conditions and how they relate to the Market from 2022-10-25T11:30:50
Recently travelled to Europe, we thought we would touch on its economy. Is Europe in a recession or is it going to happen soon?
The Russia/Ukraine situation continues, UK separation...
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S3E12 - Interview with Christine Culbertson - Account Executive - Industrial Alliance Insurance and Financial Services from 2022-09-27T11:30:18
In our latest podcast we Interview Christine Culbertson - Account Executive from Industrial Alliance Insurance and Financial Services about Individual Pension Plans, Personal Pension Plans and R...
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S3E11 - Technology, Oil & Resource, Consumer Staples from 2022-08-30T12:00:49
Based on the current volatility in the Markets, lets look into the three main sectors and how they are being effected - Technology, Oil & Resources, and Consumer Staples. Enthusiasm, S...
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S3E10 - Interview with Joe Cesnik - Vice President of Sales for Lysander Funds from 2022-07-26T12:15:29
Joe Cesnik takes a deep dive into fixed income, the bond market and what they are.
What Lysander specializes in and the relationship with Canso.
We also question Joe on curre...
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S3E9 - Exclusive Interview with Larry Berman - Chief Investment Officer of QWealth from 2022-06-29T14:15:20
Larry has over 35 years of experience in the industry, working his way up in the early stages of his Career to Chief Technical Strategist of CIBC World Markets. From there, Larry went on to ...
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S3E8 - Managing finances as a couple from 2022-05-31T12:50:48
In this podcast, we cover things that should be discussed as a married or common-law couple:
Common goals, joint bank accounts, spending habits, beneficiary, estate planning, life ...
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S3E7 - Meet our Portfolio Manager Josh Brown and A Market Update from 2022-04-26T15:37:33
In this podcast episode, we introduce our new QWealth Portfolio Manager Josh Brown where he discusses his role as a Discretionary Portfolio Manager as well as What's happening in the Markets.
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S3E6 - Market Update - Invasion - Interest Rates - New Covid Variant from 2022-03-29T14:00
This new episode covers the current volatile market caused by the Russian invasion on Ukraine. How the economy has been impacted with higher interest rates and the new Covid varian...
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S3E5: February 2022 - Market Update and RRSP Season from 2022-02-22T15:15:01
This episode covers market uncertainty, protest blockades, the Russia and Ukraine possible invasion, Investing 101 and RRSP Season.
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S3E4: January 2022 - What have the Markets been doing? from 2022-01-25T14:55:13
In our first episode of 2022, we discuss what the Markets have been doing, Inflation and the current effects of Omicron.
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S3E3: 2021 Year In Review + Big Changes At KLT! from 2021-12-16T20:34:35
Our final episode of 2021 has us reflecting on the year that was. We also are excited to share some big news about our firm. Lastly, we touch on things we are watching as we cross over into 2022...
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S3E2: Top global headlines and how to deal with volatility - 5 steps to help you manage emotional markets! from 2021-10-20T13:23:41
Welcome back to Season 2 Episode 3 - in this episode we discuss some hot button issues at the top of the tabloids. We also dive into the recent market volatility. With all of this causing concer...
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S3E1: Fall Economic Forecast and the Canadian Election. from 2021-09-21T14:03:44
We are back with a quick recap of the summer that was. We discuss current market conditions and economic outlook. We also dive a little but into the Canadian election.
www.klt...
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S2E17: Managing Stress and Finding Motivation from 2021-06-23T18:16:50
Last episode of Season 2! In our Season 2 finale the team gets together to discuss strategies to manage stress, and how to manage financial stressors. We also touch on personal experiences in fi...
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S2E16: June market update - portfolio positioning, rotation to value, and is the housing market cooling? from 2021-06-08T17:53:14
In this episode we dive into a June market update, and take a look at the state of the. housing market. What does the increase to the qualifying mortgage rate mean for you? We also look at the r...
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S2E15: What is the role of a Financial Advisor? What are the different types of Financial Advisors and what to look for? from 2021-05-25T13:37:30
In this episode we dive into the world of financial advice and the various types of advisors out there. We also look at how you can evaluate your advisor, and finding the right fit.
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S2E14: RISK MANAGEMENT - WHAT OPTIONS EXIST? HOW TO UTILIZE AND BENEFIT FROM LIFE INSURANCE AT ALL AGES from 2021-05-12T20:36:32
Gross....Life Insurance, nobody likes to talk about it! But let's dive deep into the topic, and understand some of the ins and outs. There is more to life insurance when you have the right produ...
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S2E13: April Market Update - Discussing the indexes, S&P 500, NASDAQ, TSX, DOW JONES - Should you buy the index? from 2021-04-28T03:42
In this episode we give a market update and dive deeper into some of the more popular indexes. These indexes are often used to track the "General Market". We look at what companies exist in them...
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S2E13: APRIL MARKET UPDATE - DISCUSSING THE INDEXES, SP 500, NASDAQ, TSX, DOW JONES - SHOULD YOU BUY THE INDEX? from 2021-04-28T03:42
In this episode we give a market update and dive deeper into some of the more popular indexes. These indexes are often used to track the "General Market". We look at what companies exist in them...
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S2E12: ALTCOINS - What exists beyond BITCOIN? Which Cryptocurrency will prevail? from 2021-04-14T20:25
Our third consecutive podcast on the topic of Cryptocurrency. In this episode we explain what Altcoins are and how they are impacting the crypto market. We discuss the current crypto environment...
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S2E11: WHAT IS BITCOIN? WHERE IS BITCOIN TODAY? THE INS AND OUTS OF BUYING, SELLING, AND STORING BITCOIN. from 2021-03-30T19:13:55
We are back with our part 2 on the topic of crypto. In this episode we dive deeper into Bitcoin to further understand it and how it has evolved. We discussed the ways in which you can buy and se...
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S2E10: Cryptocurrency - What is Blockchain, what is Bitcoin? - Discussing the evolution of currency. from 2021-03-17T14:44:09
A dive into the world of cryptocurrency! How did we get to this point? We reviewed the history of money and currency and how it has evolved over time. We also touch on the blockchain, and w...
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S2E9: The Rise of Socially Responsible Investments and ESG with Shelly Dhawan: Head of ESG Analysis, Vancity Investment Management Group from 2021-03-05T21:20:54
Where is ESG going? What does the rise of ESG and SRI mean for the industry. A super interesting conversation with Shelly Dhawan, Head of ESG Analysis with Vancity Investment Management Group. S...
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S2E8: RRSP SEASON - RRSP vs TFSA, TAX STRATEGIES, Home Buyers Plan, Lifelong Learning Plan from 2021-02-16T16:49:05
It is RRSP Season! In this episode we dive into what an RRSP is and strategies to best utilize it. We compare it to a TFSA, and look at Tax Strategies to help you at this time of the year. RRSPs...
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S2E7: WallStreetBets Madness, 2020 Year In Review, 2021 Outlook from 2021-02-02T16:52:45
We are back and there is so much to talk about. We first dissected the madness happening in the markets driven by the WallStreetBets reddit forum. We then took a step back to review the year tha...
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S2E6: 12 Tips for Success in 2021 - Happy Holidays! from 2020-12-08T16:00
Welcome to our final podcast of 2020! In this special holiday episode the whole KLT gets together and shares our top 12 tips and tricks for success in 2021. Thank you for tuning in to our first ...
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S2E5: Discussing the Real Estate Market + Mortgage Process with Mortgage Agent Greg Bracken from 2020-12-01T19:39:50
Welcome to S2E5 of Building Wealth On The Go. In this episode Brad is joined by Greg Bracken a Mortgage Agent with Capital Mortgages. They discuss the current Real Estate market in Ottawa, and d...
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S2E4: Covid Vaccine News, December Market Outlook, US Election Follow-Up from 2020-11-24T21:16:39
In Season 2 Episode 4 of our podcast, we follow up from our US Election podcast, and take a look at the current status in the US. We discuss rising Covid cases and vaccine optimism. We also look...
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S2E3: US Election Analysis - How will this affect global markets? from 2020-11-10T15:00
Welcome to our post US Election podcast. In this episode we dive into the status of the US presidential race as of November 6th, 2020 and our assessment of how the markets have reacted. We also ...
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S2E2: Preparing for Year-End, Tax Planning, TFSA Strategies, RESP's, and the Importance of Communication from 2020-10-20T14:59:23
Welcome to a special episode of Building Wealth on the Go, where the entire team at KLT Wealth Management touch on important things to review and consider before the year ends. This includes tax...
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S2E1: 2020 Q3 Recap, Current Economic Update, US Presidential Election Outlook from 2020-10-06T15:37:41
Welcome to season 2 of Building Wealth on the Go. In our first episode, we are back and recapping the end of the summer and turbulent September in the markets. We reviewed the current economic c...
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S1E15: Bernd Silbermann, District Vice President - Manulife Investments from 2020-08-11T14:51:56
On this episode of Building Wealth on the Go, we had Bernd Silbermann, District Vice President with Manulife Investments join us. We discussed Manulife and their partners, their outlook on the e...
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S1E14: Status of the Canadian economy, Canadian deficit and financial update, Current market news and outlook from 2020-07-21T20:03:57
On this episode we reviewed the Canadian government's fiscal snapshot, and discussed the status of the Canadian economy. We also looked at the current market conditions and what the outlook for ...
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S1E13: June Economic Update, Current Market Conditions, Coronavirus Update, and Real Estate Market News. from 2020-06-23T14:00
In this weeks episode we review the current economic conditions, and recent volatility in the markets. We discuss the changes in the real estate lending space, and how the reopening of the econo...
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S1E12: Tim McNulty, Manulife Bank - Banking Options, Cash Flow Management, Debt Planning. from 2020-06-09T13:30:36
This week we are extremely happy to have had Tim McNulty from Manulife Bank join us. We went in-depth discussing virtual banks and how Manulife Bank operates. We took a deep look into thei...
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S1E11: Housing Market News, Coronavirus Fallout, Market Update & Outlook. from 2020-05-26T15:00
On this episode of Building Wealth on the Go, the KLT team discusses recent news on the Canadian housing market. They also discuss the buzz surrounding gold, and how various sectors are being hi...
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S1E10: Insurance Options - When do I need Life Insurance, and How much do I need? from 2020-05-12T13:35:03
Nobody likes insurance, but it is an important aspect of your financial plan. This week the KLT Team discusses the various types of insurance available, and insurance strategies at various stage...
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S1E9: The evolution of ETFs, ETFs vs Mutual Funds, Active vs Passive Management from 2020-05-05T15:00
This week, the KLT team dives into the topic of ETFs. They review what ETFs are and how they have evolved to where they are today. We discuss the differences between ETFs and Mutual funds, and t...
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S1E8: RoboAdvisors + Robo-Advising; how do they work + the pros and cons from 2020-04-28T15:52
This week the KLT Team dove right into your questions surrounding Robo-Advisors. What exactly are they, how do they work, and what are the pros and cons. Thank you for all of your support a...
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S1E7: Mike Anderson, District VP of Sales - Mackenzie Investments **Special Episode** from 2020-04-21T15:00
This week, District Vice-President of Sales for Mackenzie Investments, Mike Anderson joins the KLT Team on a special edition of the podcast. Mike and the KLT Team discuss Mackenzie's funds, the ...
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S1E6: Debt Management, Borrowing to Invest, and the Canadian Emergency Response Benefit. from 2020-04-14T15:00
On this episode we dive into the topic of debt, discussing how to best manage your debt. We look at the generational differences in approaches to debt management, and strategies to deal with deb...
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S1E5: Mike Nixon, VP - IA Clarington Investments **Bonus Episode** from 2020-04-07T15:00
S1E5: A special edition episode, where the KLT Team is joined by Mike Nixon, Vice President, IA Clarington Investments. Mike provides excellent insight into the current market situation, and com...
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S1E4: Seeking Opportunities in Emotional Markets + The Importance of Cash Flow Planning from 2020-03-31T15:00
S1E4: The KLT team dives into the importance of cash flow planning, and gives tips on how to successfully plan and manage your cash flow. They then discuss the current market environment, and ho...
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S1E3: What are the Best Bank Accounts and Credit Cards? Tips and Strategies to Build Credit. from 2020-03-17T23:39:15
S1E3, the KLT team dives into an important part of your financial planning; Banking and Credit Cards. We discuss what to look for, how to pick a bank account and credit card, and the importance ...
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S1E2: ESG/SRI Investing, Markets Dropping, Coronavirus Spreading from 2020-03-02T16:00
S01 E02: Recorded on Thursday February 27th, the KLT Team provided an update on the market conditions with the recent sell-offs amidst the spread and fear of the coronavirus. What is the o...
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S1E1: January Market Review, Coronavirus News and Updates, Positioning your Investments, Future Outlook. from 2020-02-21T18:00
Welcome to Season 1 Episode 1 of Building Wealth On The Go, a podcast by KLT Wealth Management. On our first episode recorded on Thursday February 13th, we dove right into what the market condit...
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Introducing KLT Wealth Management from 2020-02-20T20:18:58
Welcome to Building Wealth On The Go, a podcast by KLT Wealth Management. We are very excited to be bringing a bi-weekly Podcast to you where we will discuss investment strategies, the economy, ...
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