Podcasts by Mastering Money

S9 Teaser: The dark side of money from 2023-12-07T08:00

Join host Doretta Thompson in season 9 of our Mastering Money podcast. We’re talking about the dark side of money.

Together, we'll unravel the mysterious world of romance and cryptocurren...

S8 E06: What is a Side Hustle? And is it always about Survival? from 2023-10-12T12:00

The gig economy is here to stay as more individuals are engaging in side hustles to diversify their income streams. This episode will discuss the opportunities and challenges of side hustles, sh...

S8 E05: Preparing the next generation from 2023-10-05T12:00

Where are your kids learning about money? In a changing financial landscape, how do we help our children manage their money in a world where cash is no longer king?  

We discuss how paren...

S8 E04: Will AI take over the Job Market? from 2023-09-28T12:00

Artificial Intelligence (AI) is here to stay. With more jobs being automated, are you at risk of being left behind? 

We discuss the potential benefits and risks of AI adoption, how it mig...

S8 E03: Decoding Compensation - Beyond the Numbers from 2023-09-21T12:00

Your salary doesn’t paint the entire picture of your compensation. Benefits, flexible work, vacation time and more are all part of the overall package that contributes to your job satisfaction a...

S8 E02: Future-Proofing Your Career - Strategies for Success from 2023-09-14T12:00

Can you ever prepare for sudden job loss? Maybe not, but you can take steps to future-proof your career and learn to navigate career uncertainties with grace. We talk about the strategies you ca...

S8 E01: Interest Rates, Inflation, and I from 2023-09-07T12:00

When it comes to interest rates and inflation in Canada, what is their significance? What are the driving forces causing their fluctuation? And why should you care? We dive into the complexities...

S8 Teaser: The future of labour is here from 2023-06-21T09:12:12

Join host Doretta Thompson and PIVOT Magazine Associate Publisher, Douglas Dunlop, as they discuss what is upcoming in season 8 of our mastering money podcast. The future of labour is here, are ...

S7 E06: Talking About Debt from 2023-02-27T17:03:10

Talking about debt can be hard as it can bring up many emotions, including shame, guilt, and despair. But talking about debt is often the first hurdle to master so that one can concentrate on re...

S7 E05: Debt in the Golden Years and Beyond from 2023-02-16T15:26:22

You’re ready to retire and enter what has been called “the golden years” only to bring an unwelcome guest with you - Debt. This is the sad reality for many entering this stage of life, which is ...

S7 E04: Debt Traps from 2023-02-09T10:17:19

Have you heard of the term debt trap? Have you, or someone you know, fallen into one or several? If we aren’t careful, it's easy to fall into a debt trap that can seem like a never-ending mounta...

S7 E03: Credit Scores from 2023-02-02T10:23:02

How often do you check your credit score? Do you know all the ways credit, good or bad, can affect you? Your credit score is so much more than a simple three-digit number, and it can follow and ...

S7 E02: When Are You in Over Your Head? from 2023-01-26T09:06:51

If you’re not careful, debt can be overwhelming, and you can find yourself feeling like there’s no way out. Understanding the warning signs that you may need help getting your debt under control...

S7 E01: Household Debt in Canada - A Snapshot from 2023-01-19T18:01:21

When it comes to household debt in Canada, what do the numbers tell us? Recent economic volatility and rises in the costs of living have left many feeling uneasy about their financial situation....

S6 E06: Living in Retirement from 2022-10-13T11:22:40

How do you envision yourself living in retirement? Making the transition to retired life is a big step and not always what one might expect. Too many retirees encounter problems such as isolatio...

S6 E05: The Challenges and Decisions we Face as we Age from 2022-10-06T10:39

As we get older, we face different financial challenges. Our health, family situations, ability to work, and more all play a part in laying the trackwork to retirement, and each person’s path is...

S6 E04: Canada’s Aging Population from 2022-09-29T09:05

There’s no escaping the fact that the average Canadian is getting older. With Canadians aged 55 to 64 now outnumbering those aged 15 to 24, our country’s future is looking very different. If you...

S6 E03: Retiring in a Time of High Inflation from 2022-09-22T10:36

Inflation has caused more than a few financial headaches, with the price of almost everything going up, and up, and up. But what does inflation mean for your retirement plan? Who should you talk...

S6 E02: Avoiding Conflict in Estate Planning from 2022-09-15T10:30

You don’t need a podcast to tell you that estate planning is tough but necessary. It can be stressful, it can be messy, and it can be the source of conflict and confrontation—but it doesn’t have...

S6 E01: Retiring in Canada: How Much is Enough? from 2022-09-08T09:06

When should you start thinking about retirement? Who can you talk to and what steps can you take today and in the future? Just how much money should you be saving to retire comfortably? If you’r...

S5 E04: How to Talk to your Banker about your Money Needs from 2022-02-10T13:40:48

Today, many people are doing the vast majority of their banking online, with going to your bank and speaking with bank staff becoming less and less common. However, speaking to financial advisor...

S5 E06: The Role of Reverse Mortgages in Retirement Planning from 2021-10-28T09:06

What is a reverse mortgage? Is it a good fit for your retirement plan? Learn the ins and outs of reverse mortgage products and get informed about the right conversations to have when planning fo...

S5 E05: Preparing for the Unexpected: Advance Serious Illness Planning from 2021-10-21T09:06

Should someone become critically ill, it’s possible they will be unable to make decisions related to their care and financial arrangements. Appointing an alternate decision maker and really prep...

S5 E04: How to Talk to your Banker about your Money Needs from 2021-10-14T09:06

Today, many people are doing the vast majority of their banking online, with going to your bank and speaking with bank staff becoming less and less common. However, speaking to financial advisor...

S5 E03: How to Mitigate Financial Peer Pressure from 2021-10-07T09:40

How can you overcome financial peer pressure and get comfortable with saying no when your friends and family’s plans do not align with your financial priorities? Can you approach a situation lik...

S5 E02: How to Talk to your Partner About Money from 2021-09-30T10:07

Money concerns are among the most common reasons for relationship breakdown and divorce. How can one ensure that healthy conversations about money, financial goals, and values happen with their ...

S5 E01: How to Talk to your Teen about the Money Side of “Adulting” from 2021-09-23T09:05

How can you prepare your teenager for financial responsibility? What are the most significant obstacles today’s teens are facing in developing good spending and saving habits, and how can parent...

S4 E06: Going Alone: After Loss of a Spouse or Partner from 2021-02-24T09:21

The loss of a loved one is devastating and can take a toll on women physically, mentally, and financially. This episode features guest Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP a principal...

S4 E05: Going Alone: After a Relationship from 2021-02-17T09:21

Divorce or separation can leave many women wondering what will come of their finances and how they will support themselves, their dependents, and overall lifestyle. For some, this means taking f...

S3 E05 - Tax Time Doesn’t Have to be Taxing from 2021-02-11T11:35

Almost a year into the pandemic and it’s hard to believe it’s already approaching tax time again. With a disruptive year in our rearview,  Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Cana...

S4 E04: The Working Mother - Juggling Work and Home from 2021-02-10T09:20

Let’s face it. Being a mom is a full-time job by itself, add a career on top of that as well as tending to the everyday needs and wants of your kids, and soon not only is your bank account deple...

S3 E04 - Financial Planning 101 - What You Need to Know from 2021-02-04T17:46:09

It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Lisa Zamparo, CPA, CA, Financial Strategist and founder of the Listen

Small Business Series – E06 – How entrepreneurs are adapting to the pandemic from 2020-12-18T10:47:22

The pandemic has led to one of the largest economic crises in modern history. In this new business environment, many entrepreneurs are showing ingenuity in adapting to post crisis challenges. Th...

Small Business Series – E05 – Making Heads and Tails of Taxes from 2020-12-11T08:56:15

Like many things, the pandemic has affected the Canadian tax system. This episode provides practical insights on key risks and tax planning opportunities for small businesses.

Join our ex...

Small Business Series – E04 – Futureproofing My Business from 2020-12-03T08:43:12

We have entered a tentative normal but how long may this last and how do I better prepare my business for future disruptions?

Join our expert Listen

Small Business Series – E02 – Re-evaluating my business model from 2020-11-19T08:40:20

With the economic stress brought on by uncertainty, businesses need to re-evaluate their models in a changing world.  Businesses that once thrived, are now not sure if this can be sustained. As ...

Small Business Series - E01 - Making Tough Decisions - Restructuring Your Business from 2020-11-16T12:03:58

With the economic stress brought on by the uncertainty, businesses need to change to survive. How do I know when I should restructure my business? What questions do I need to consider? How do I ...

S3 E02: A Window Into Working From Home: Protecting You and Your Employer from 2020-11-06T11:32:18

Many of us have shifted our work environment in the wake of COVID-19 by creating “virtual home offices.” With this, we face different challenges and considerations, especially when it comes to f...

S3 E01: Put Your Money Where Your Mouth Is – The Kids Edit from 2020-10-22T10:01:09

Talking to your kids about money can be challenging for many. Where do you start? What do you say? How do you say it? In this episode,  Leigh Sindlinger CPA, CGA, mom, and all-star financial lit...

COVID-19 Special Series E06 - Retirement in the Unknown from 2020-06-18T14:44:56

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 COVI...

COVID-19 Special Series E05 - Investing During Major Market Swings from 2020-06-12T11:21:19

COVID-19 has caused financial stress on individuals as many are worried about their investments. In this episode, Larry Short, CPA, CGA, Listen

COVID-19 Special Series E04 - Saving with Volatile Incomes from 2020-06-04T13:27:52

The pandemic has caused many to re-evaluate their financial situation, such as analyzing expenses and their needs versus wants. In such unpredictability, some are even wondering what they can do...

COVID-19 Special Series E03 - Tax in Turbulent Times from 2020-05-28T16:35:17

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...

COVID-19 Special Series E02 - Dealing With Debt in a Crisis from 2020-05-22T14:50:26

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 ...

COVID-19 Special Series E01 - Mental Wellness During a Pandemic from 2020-05-14T13:54:02

Financial wellness and mental wellness are connected. It’s no secret that COVID-19 has left many individuals struggling mentally. Mar...

S2 E05 - That Side Hustle Life from 2020-01-29T13:44:08

For many the side hustle has become a way to supplement income. Discover how one man, Peter Waitzman, well known YouTube product r...

S2 E04 - Will These Kids Be Alright? – Canada’s Financial Future from 2020-01-29T13:39:55

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-equip...

S2 E03 - Understanding The Journey – The CPA Canada Financial Literacy Story from 2020-01-29T13:38:26

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 end...

S2 E02 - Fitting Financial Literacy Into Your Program from 2020-01-29T13:37:04

Does Financial Literacy have a place in your existing program? Mack Rogers, Executive Director at ABC Life Literacy Canada, breaks down how they expande...

S2 E01 - The Power of the Paycheque from 2020-01-29T13:35:15

Many of us do not know what goes into making sure working Canadians get paid accurately and on time. Janice MacLellan, former Vice President of Operations at Th...

S1 E06 - Money&Shame: Counselling Canadians Out of Debt from 2019-10-08T16:33:51

How do you climb out of debt? Laurie Campbell, from Credit Canada, tell us how shame continues to prevent Canadians from seeking financial assistance,...

S1 E05 - Planning for retirement / senior living from 2019-10-05T16:19

Wanda Morris, CPA, CA, from the Canadian Association of Retired Persons (CARP), and Doretta discuss the key financial lessons learned by Canadians when they re...

S1 E04 - Investment Traps and FOMO from 2019-02-11T11:57:43

This week we talk to Larry Short, CPA, CGA, Portfolio Manager of HollisWealth/ShortFinancial, about investment traps, borrowing to invest and FOMO (Fear ...

S1 E03 - Financial Wellness - Links between health and wealth from 2018-12-11T10:59:38

This week we talk to Jenna Van Draanen, Postdoctoral Research Fellow at the University of British Columbia, about the relationsh...

S1 E02 - The Emotions of Money from 2018-11-23T00:01:33

People are inundated with messages in today’s world. So to survive the onslaught, people tune out the noise. People will even ignore information that is critical - especially in financial matter...

S1 E01 - The Behavioural Economics of Money from 2018-11-22T23:55:12

We talk to Jeff Kreisler, author, comedian and lawyer, about behavioural economics and how it impacts the irrational mind.