Podcasts by Money Mindset Mastery

Mastering Holiday Spending: Smart Strategies from Suzanne Yar Khan's Blog from 2023-12-12T18:55:17

In this episode, Jim and Ryan share five smart spending tips to help manage holiday spending effectively. They discuss the cost of the holidays and the importance of setting a budget. They also ...

Decoding 2023: Interest Rates, Real Estate, and Inflation from 2023-12-03T14:13:07

Summary

In this conversation, mortgage broker John Sowerby discusses the current economic landscape, the Bank of Canada's interest rate decisions, the similarities to the ...

The Truth About Budgeting: How Behavioral Cash Flow Planning Can Help You Achieve Financial Freedom from 2023-11-08T15:27

Does this sound familiar? ●I have debt, but also want to save for my future. ●I’m not sure where my money goes at the end of the month. ●I’m nearing retirement, and I’m not sure if there is ...

How to Avoid 3 Debt Traps from 2023-10-18T20:47:19

While many experts are now calling for a soft landing in Canada instead of a recession, we aren’t out of the woods yet. The Consumer Price Index (CPI), which measures inflation and the change i...

Introducing TvH CacheFlo Solutions: Mastering Your Money Mindset with Behavioral Cash Flow Planning from 2023-10-05T18:23:24

Welcome to another insightful episode of the Tortoise and Hare Financial Podcast! 🎙️ In this episode, our hosts Jim and Ryan are thrilled to introduce you to an incredible innovation in the wo...

"Turbocharge Your Wealth: The Portfolio Review Power Play!" from 2023-09-21T23:45:25

In this episode, Jim and Ryan dive deep into a topic that could transform your financial future – the importance of completing a portfolio review. They'll show you how the tortoise's sl...

Achieving Financial Independence: Steps to Break Free from Financial Stress from 2023-08-17T23:53:22

Welcome to The Tortoise and Hare Financial Podcast. In today's episode, your hosts, Jim Lao and Ryan Genoe are diving deep into the concept of financial independence – what it means, why it&...

Legacy Unlocked: Navigating Estate Planning for Harmony & Prosperity from 2023-07-27T15:46:12

Welcome to the Tortoise and Hare Financial Podcast, where we unravel the secrets to financial wellness at a steady pace. Your hosts Jim Lao, and Ryan Genoe we have an eye-opening episode lined u...

Money Matters Unveiled: The Tortoise and Hare Financial Podcast Takes on Canadian Financial Stress! from 2023-07-13T14:45:40

Hey there, financial enthusiasts! Are you feeling the weight of financial stress? Well, you're not alone! Canadians' financial stress is on the rise, and we're here to help you navigate through it....

Why Some People Struggle With Retirement from 2023-06-15T17:50:24

Welcome to the Tortoise and Hare Financial Podcast! Your hosts Jim Lao and Ryan Genoe tackle a topic that's on the minds of many: Why do people fear retirement? Retirement should be a time...

Money decisions that will leave you full of regret – and maybe even divorced from 2023-05-24T23:49:57

Welcome to the Tortoise and Hare Financial Podcast, where we help you navigate the ups and downs of personal finance.  Your host, Jim Lao, and co-host, Ryan Genoe discuss an article that delves ...

The Power of Perspective: How Seeing Things Differently Can Improve Your Finances from 2023-05-10T18:33:55

Welcome to the Tortoise and Hare Financial Podcast, where we bring you the latest insights and strategies for building a successful financial future. Your host Jim Lao, is joined by fellow advis...

Protecting Yourself from Real Estate Scams in Ontario: Insights from a Real Estate Lawyer from 2023-04-17T17:34:23

Welcome to the Tortoise and Hare Financial Podcast! Your hosts Jim Lao and  Ryan Genoe are excited to have Sonia Kociper, a partner at TvH Group and a real estate lawyer at TvH Legal PC, as their s...

Life at 50: Jim Lao's Reflections on Aging and Recovery from 2023-03-31T13:51:44

Welcome to the Tortoise and Hare Financial Podcast, where we help you navigate your financial journey at your own pace. Today, we have a very special guest joining us, Jim Lao, the President of ...

Mobility and Independence: Improving Lives with Michel Tordjman from Mobility for Life from 2023-03-07T16:47:07

Welcome to the Tortoise and Hare Financial Podcast, where host Jim Lao dives into the world of personal finance and the impact it has on our daily lives. Today, Jim is joined by Michele Tordjman...

20 Reasons to Delay Your Retirement from 2023-02-04T02:08:40

Most workers dream about a comfortable retirement throughout their years on the job. Indeed, more and more people are deciding to end their professional lives as soon as possible. But did you know ...

Meeting Ryan Genoe: Associate Financial Advisor from 2023-01-16T21:57:32

In today's episode of The Tortoise and Hare financial podcast, we're excited to introduce our newest team member, Ryan Genoe. Ryan brings a wealth of experience and knowledge to our team, and we...

TvH Financial Q1 Market Update - 2022 from 2022-04-21T16:58:33

U.S., Canadian and global equities ended Q1 positively, posting gains in March, but for the overall quarter, markets were mixed. Geopolitical tensions, rising oil prices, high inflation, supply ...

The History of TvH with Special Guest Jon Sowerby from 2021-09-23T16:39:49

Over the years clients have asked how TvH came to be. In this episode, Jim will be walking down memory lane with co-founding partner, Jon Sowerby. 

Spring Cleaning - Declutter Your Financial Life from 2021-04-23T20:43:37

The start of spring marks not only a good time for cleaning your house and garden, but is also an opportune time to clean up your finances and get things in better order. Done right, it should m...

Why a Doctor Invented Critical Illness Insurance from 2021-02-17T22:35:48

Critical Illness Insurance is a very important component of an individual's financial planning. It can protect your savings and retirement plans should a life-threatening illness or condition strik...

TvH Financial Market Update February 2021 from 2021-02-16T19:29:54

Listen to a brief market update for February 2021.

2020 Market Recap - By Jim Lao TvH Financial Inc. from 2021-01-11T21:57:43

2020 was a year none of us will soon forget. It started strongly, with equity markets at all-time highs and unemployment near record lows. But by mid-March, a new coronavirus had reached North A...

If anything should happen to me…. - Jim Lao from 2020-11-26T20:02:49

If you are like most people you have a "to do" list running through your head and from time to time, possibly after a close call on the freeway, you might think “I really have to get my affairs ...

What Would it Be Like to Have a Million Dollars from 2020-11-14T20:24:24

Have you ever wondered what would it be like to have a million dollars? In this episode we will discuss financial money moves to make in your early years so you have a chance at a million dollar ne...

Survey Reveals Millionaire Investor's Mistakes from 2020-11-10T23:03:01

The biggest mistake millionaires make when it comes to investing is relying on guidance from historical returns, according to a global survey carried out by deVere Group.

30 days to a more financially secure future. from 2020-10-25T15:28:17

By Lesley-Anne Scorgie Contributing Columnist 

Mon., Oct. 19, 2020 

Financially organized people save more money, have less debt and lower stress. Even through the financ...

7 Ways You Throw Away Money Every Day from 2020-10-15T22:46:12

Sometimes, the best way to save money is simply to stop wasting it.

Unnecessary expenses can eat away at your bank account without providing any real benefit. Taken one by one, these ever...

The Seasons of Life from 2020-10-04T19:26:56

Jim discusses the seasons of life and how each season applies to COVID - 19, our personal lives as well as our financial lives.

Life Lessons Learned from Facing Death - By Jim Lao from 2020-08-03T18:21:25

In this episode Jim will share some lessons learned from facing death and also questions God's role and his own father's role in saving his life.

Why purpose is key to a happy retirement from 2020-07-27T19:27:46

Jim highlights some points from the blog post written by Newport Private Wealth and share his experience with assisting clients transition from working to retirement. Jim will share how people r...

Becoming Financially Prepared in an Uncertain World - Ben Rovee from 2020-07-19T18:47:30

The world has changed dramatically over the last 6 months, both from a medical and economic standpoint. Nobody could have foreseen this global pandemic nor have comprehended the devastating impa...

Recovering From Open Heart Surgery from 2020-07-09T00:28:45

In this episode Jim will share with you what it was like to recover from open heart surgery. He will discuss the physical, mental and emotional challenges he faced. His recovery is what he refers t...

He Held My Heart in His Hands! - The Day of My Surgery - Jim Lao from 2020-06-30T19:39:28

In this episode I'll take you through the rollercoaster ride of mine and my family's life. I'll share with you what happened to me the evening before the surgery, the surgery itself and the chao...

COVID-19 Mortgage Update: A summary of the last 90 days featuring Jon Sowerby from 2020-06-24T18:57:06

Well, what a difference a few months can make. With March 2020 sure to go down as one of the most volatile months on record with 3 interest rate cuts totaling 150 basis points in declines this r...

My Critical Illness Diagnosis - By Jim Lao from 2020-06-16T21:19:18

In this episode I'll take you through the process of finding out my diagnosis and how it felt to find out I was very close to losing my life. --- This episode is sponsored by · Anchor: The easi...

My Critical Illness Story - Leading up to the diagnosis - By Jim Lao from 2020-06-09T20:59:50

In this episode find out about my history leading to my diagnosis which lead to my open heart surgery. I was months away from dying and didn't know it. --- This episode is sponsored by · Anchor...

Introducing Tortoise and the Hare Financial Podcast from 2020-06-02T18:07:45

This is an introduction to the Tortoise and the Hare Financial Podcast hosted by Jim Lao.