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In his new book, Balance, Andrew Hallam not only explains evidence-based strategies for providing the best odds of success in the stock market, he provides a lot more than that. The book helps you answer other important questions:

• How can we boost longevity, wealth and happiness?
• When it comes to spending, what sorts of purchases really enhance happiness? And yes, some material purchases do!
• How should we define success? And based on that definition, how can your children be successful?

Buy the book here (Affiliate link)

Andrew Hallam is the international best-selling author of Millionaire Teacher, The Nine Rules of Wealth You Should Have Learned in School and Millionaire Expat: How To Build Wealth Living Overseas. Profiled on such media as CNBC, and The Wall Street Journal, he's also the first person to have a #1 selling finance book on Amazon USA, Amazon Canada and Amazon UAE. He has written columns for The Globe and Mail, Canadian Business, MoneySense, Internaxx and AssetBuilder. Since 2016 he has spoken at businesses and international schools in over 30 different countries.

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Robin Taub returns to talk about her latest book, The Wisest Investment: Teaching your kids to be responsible, independent and money-smart for life.

We chat about the common concerns parents bring up with Robin with respect to money and the financial decision making skills they want to empower their children with. We then dive into what parents can expect to learn from this quick, strategy-filled guide that includes chapters and tactics for children of all ages.

To take advantage of Robin's special offer (mentioned at the end of the podcast), you can email her directly at books@robintaub.com.

LINKS

Buy the book: Amazon affiliate link
Robin's website: https://robintaub.com/
Book website: https://www.thewisestinvestment.com/

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I’m joined by Erica Alini to talk about her new book: Money Like You Mean It - Personal Finance Tactics for the REAL world.

Erica is the personal finance reporter at Global News, where she writes about all things personal finance, business, and economics. She’s also the author of Money123, a popular weekly newsletter on money matters. Her writing has also appeared in the Wall Street Journal, Maclean’s and the Globe and Mail, among others.

You can also follow her on twitter here.

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Dan Bortolotti is the creator of the Canadian Couch Potato blog, and host of the (soon to be resurrected?) Canadian Couch Potato podcast. He is THE authority on index investing in Canada and has just written a new book, Reboot Your Portfolio (Amazon affiliate link).

Dan joined me to explain what the book promises readers, and to discuss his journey from before knowing anything about investing himself, to becoming the writer behind the incredibly popular CanadianCouchPotato.com blog, and then eventually becoming a portfolio manager and financial planner.

We cover a range of topics in this interview, including:
-Dan's thoughts on how cryptocurrencies fit into a portfolio
-Why investing doesn't have to be time-consuming or exciting
-The rationale behind the couch potato method
-How you can reboot your portfolio whether you have $1,000 or $1 million
-and more

Links:
Buy the book: Reboot your portfolio (Amazon affiliate link)
CanadianCouchPotato.com blog
Canadian Couch Potato podcast
Dan's advisor website at PWL Capital Toronto

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This episode is sponsored by BMO ETFs #ad

I speak with Kevin Prins from BMO Global Asset Management about how ETFs can be used for building and improving almost any investor's portfolio. Specific topics covered:

• What are asset allocation ETFs?
• ETF issuers have large voting rights - how do they vote at AGMs for all the companies' stocks that they hold on behalf of investors?
• For people who do not subscribe to the philosophy of a couch potato portfolio, how can they still use ETFs?
• And more...

To learn more about BMO ETFs full suite of offerings visit https://bit.ly/3mA0Nbs

To learn more about BMO Asset Allocation ETFs visit https://bit.ly/3Angdok

Specific resources mentioned in the episode:

BMO Global Asset Management's responsible investment review: https://www.bmogam.com/uploads/2021/09/e704ba9fcbadb851004de49131e2a42f/ri_annual_review_canada_en.pdf
Asset Allocation 101: https://bmogamhub.com/system/files/asset_allocation_index_etfs_whitepaper-_direct_channel.pdf?file=1&type=node&id=107518
ETF Tools/Screeners/Proposal builders: https://www.bmogam.com/ca-en/investors/learning-centre/etf-investing-basics/etf-tools-and-resources/

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Welcome to the 100th and final episode, at least for a while, of Mostly Money.

I wanted to have a special guest for this send off show, and I don’t think I can top who offered to help me out. You know when people say, our next guest needs no introduction? That is actually true in this case. He is a Canadian icon. A broadcasting legend. This guy walks into a room and time stops. And let me tell you, it really is an honour that the one and only Peter Mansbridge is my special guest today.

With 50 years at the CBC, culminating in the top job, anchor of The National for many of those years, he’s seen a lot. I wanted to ask him a bit about what life is like inside a major network news department, but I also wanted to tap into the stories behind the stories of some of the big financial events in Canada - past elections, and budgets, the story behind how the GST was introduced, and more.

This ties in nicely as he has a new book available for pre-sales, releasing October 5th, 2021 titled "Off the Record", in which Peter tells you the stories behind the biggest stories of our lives. I've already ordered my copy, and I just know I'll be hearing Peter's distinctive voice in my head as I read it, and I can't wait.

LINKS:

New book - "Off the Record"
Peter's website - ThePeterMansbridge.com
Twitter account - @petermansbridge
Instagram - @thepetermansbridge

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Cait Flanders is back. Previously my guest on episode 63 in March of 2018, she is the author of Wall Street Journal bestseller, THE YEAR OF LESS. Described by Vogue magazine as “a fascinating look into a living experiment that we can all learn from,” it has been translated into 10 languages, and sold more than 190,000 copies.

Her new book, ADVENTURES IN OPTING OUT, is a field guide to opting out of expectations, changing paths, and leading a more intentional life.

Cait joins me again to talk about how her life has changed since writing her first best selling book, and explains what her newest book is all about.

Instagram: @caitflanders
Website: CaitFlanders.com

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You’ve likely heard terms like ESG investing, sustainable investing, impact investing, socially responsible investing and others. But are they all the same? Today’s guest is the head of ESG at Research Affiliates. And we’re going to tackle some important questions:

• Does ESG lead to better returns for investors?
• If you don’t invest in ESG tilted portfolios, are you against the environment, or social and governance goals?
• Who determines whether a portfolio or investment is ESG compliant?
• Is it too subjective?

All that and much more on this episode of Mostly Money with guest Ari Polychronopoulos of Research Affiliates.

LINKS

Research Affiliates' website
Research Affiliates on Twitter: @RA_Insights

White papers:

1. Is ESG a factor in returns?

2. What a difference an ESG ratings provider makes