Best Preet Banerjee Podcasts (2024)

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11. Where do the pensions go? 8:40

4M ago8:40

8:40

In this episode we talk about what happens to pensions when you leave your employer or you decide to take the commuted value out. Whether that means you quit a job or even if you've retired, when you move your pension plan it will like end up in a Locked-In Retirement Accounts or LIRA. We cover the various rules for the LIRA and the various options…

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10. Retirement Income Options 9:39

4M ago9:39

9:39

Today, we're going to switch things up and discuss the income side of registered accounts. That is, how do I spend the money I've saved for retirement, and more so in the context of the money we've saved through the Registered Retirement Savings Plan, or RRSP. We'll cover the ins and outs of the Registered Retirement Income Fund or RRIF: withdrawal…

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Let's Talk About Aging Parents With Laura Tamblyn Watts 1:05:51

5M ago1:05:51

1:05:51

We welcome Author Lara Tamblyn Watts to discussing talking about aging parents. Hosted on Acast. See acast.com/privacy for more information.

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9. The Investing King of the Ring: RRSP vs TFSA 19:23

5M ago19:23

19:23

In this episode we’re going to answer the big question many Canadian retirement investors have: should I invest through the RRSP or the TFSA. Both have their pros and cons. So we're going to explore those today and talk about which option is the best for which situation. CRA Registered Retirement Savings Plan (RRSP) Guide for Individuals ‍CRA Tax-F…

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8. The Swiss Army Knife Investment Account 12:12

5M ago12:12

12:12

In this episode we’re going to continue talking about the different accounts available for retirement savers. Last time we discussed the ins and outs of the RRSP, so today we’ll discuss an often misunderstood account, the Tax Free Savings Account or TFSA. ‍CRA Tax-Free Savings Account (TFSA), Guide for Individuals Registration process to access the…

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7. The Best Retirement Account? 16:56

6M ago16:56

16:56

In today's episode today we talk about an often misunderstood account, but likely one that is the best option available to save for retirement. that being the RRSP. We dig in as to why this account is a must for every Canadian wanting to retire, discuss what the account is, who can contribute, how much you can contribute, what investment options ar…

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6. The Value of Advice with Dr. Preet Banerjee 28:25

6M ago28:25

28:25

In this episode we’re joined by Dr. Preet Banerjee to discuss his recent doctoral thesis that sheds light on the value of financial advice Links and resources from today's episode: Preet Banerjee Website The Thesis: A multi-dimensional analysis of the value of financial advice to households in Canada Publications: Globe & Mail Money Sense LinkedIn …

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5. Your Finding an Advisor Questions Answered 16:55

7M ago16:55

16:55

In today’s episode is part 4 of a 4-part series on financial advice and what to look for in an advisor. Today we’re going to answer your questions. A big thanks to those who have shared their questions with me, you can as well if you have any suggestions for topics or guest speakers for the podcast or just general questions, by emailing me at info@…

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4. Advisor Fees 18:40

7M ago18:40

18:40

4. Advisor Fees In this episode we discuss what options are out there, what is a fair or reasonable fee to pay your advisor, and which of the options makes the most sense for you. Links from today's episode: Financial Planning Association of Canada (FPAC) Pro Bono Directory: https://www.fpassociation.ca/305565/Page/Show?ClassCode=Page&Slug=pro-bono…

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3. The Alphabet Soup of Advisor Titles & Designations 10:15

8M ago10:15

10:15

3. The Alphabet Soup of Advisor Titles & Designations In this episode we talk about the titles and designations/certifications that advisors use and which ones should matter to you on your search for a real financial planner/advisor. Links from today's episode: IIROC Understanding Certifications: https://www.iiroc.ca/investors/learning-basics-and-p…

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2. Do Your Really Need a Financial Advisor? 17:54

8M ago17:54

17:54

Welcome to Episode 2 of the Retire Ready Podcast. In this episode we talk about if you need a financial advisor/planner, what value and advisor brings, the difference a real financial advisor/planner makers. You can find all episode, show notes, and more information by clicking here: https://retirereadypodcast.com Links from today's episode: S&P In…

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1. Welcome to The Retire Ready Podcast 7:04

9M ago7:04

7:04

Welcome to Episode 1 of the Retire Ready Podcast. In today's inaugural episode we introduce you to our host, Scott Sather, talk about why we've started the podcast, who this podcast is for, and why you should listen in & hopefully subscribe. We also talk briefly about what a Fiduciary is and why it should be important to you. You can find all the e…

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A Professional Insight Update 14:20

9M ago14:20

14:20

We've been hit with a tragedy, our friend and co-host Jeff Collins lost his 10-year-old son in a car accident. We are heartbroken and at a loss for words. His family's Go Fund Me is below. Anything you can do to help would be greatly appreciated. https://www.gofundme.com/f/support-for-colby-collins Learn more about your ad choices. Visit megaphone.…

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Market Update 1:07:12

10M ago1:07:12

1:07:12

On today's episode of the Professional Insight the experts sit down and discuss the current market. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Dr. Jim Thorne 1:38:35

11M ago1:38:35

1:38:35

Join us for an enlightening conversation with Dr. James Thorne as he shares his wealth of knowledge and experience in the world of finance, offering unique insights that will surely captivate and educate our listeners. Whether you're a seasoned professional or someone new to the world of finance, this episode promises to be an invaluable resource f…

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Roberto Katigbak, CFA, Chief Executive Officer of Marret Investments. 1:25:03

11M ago1:25:03

1:25:03

Roberto Katigbak, CFA, Chief Executive Officer of Marret Investments. Roberto has been a key member and the driving force behind the design and execution of the business strategy that has propelled the firm’s recent growth. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.…

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Preet Banerjee 1:06:05

12M ago1:06:05

1:06:05

Prepare to unlock the doors to financial enlightenment as we welcome the esteemed Preet Banerjee to the Professional Insight Podcast. Preet Banerjee is not just a financial expert; he is a beacon of financial wisdom, guiding countless individuals toward a brighter, more secure financial future. In this enriching episode, our host engages in a dynam…

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Charles Adler 1:35:09

12M ago1:35:09

1:35:09

Prepare to embark on an enlightening journey into the world of innovation and entrepreneurship as we welcome Charles Alder, a true luminary in the business landscape, to the Professional Insight Podcast. In this riveting episode, our host delves deep into the remarkable life and career of Charles Alder, a name synonymous with trailblazing ventures …

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Auston Matthews Resigns, Fords Greenbelt Scandal & Taylor Swift Mania 1:21:20

1y ago1:21:20

1:21:20

Today on Professional Insight the boys welcome Producer Rookie onto the program. Rookie got tickets for Taylor Swift for his wife and now has the dilemma if he should sell them for 10x what be bought them for. We discuss. Austin Matthews signed 4-years 52 million. The cup is coming home, we hope. Doug Fords Greenbelt scandal is insane, we lean on o…

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Jim Thorne 1:49:31

1y ago1:49:31

1:49:31

Step into the world of high-stakes finance and unravel the complexities of Canada's economic backbone with our latest episode of "Professional Insight." Join us as we sit down with the esteemed financial expert, Jim Thorne, for an enlightening discussion about the Bank of Canada and its profound impact on the country's financial landscape. In this …

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Scientist Sarah Ives from Documentary 'Pandemic' On Netflix 1:57:12

1y ago1:57:12

1:57:12

On today's episode, the boys welcome scientist Sarah Ives to the program who discusses her journey through her life as a scientist specializing in vaccines during the pandemic. She discusses having a stroke at 30 and how that changed her entire perspective on life and what is really important. She now is a competitive swimmer/biker. Learn more abou…

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Easy Money With Ben McKenzie 46:10

1y ago46:10

46:10

Welcome to another exciting episode of the Professional Insights Podcast! In this episode, we sit down with the renowned financial expert and best-selling author, Ben McKenzie, to delve into the fascinating world of finance and his latest book, "Easy Money." Join us as we explore the pages of "Easy Money," where Ben McKenzie offers his unique insig…

1
Government, Submarines, Home Building Hurdles 1:14:47

1y ago1:14:47

1:14:47

Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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F.U.B.o.C 1:21:50

1+ y ago1:21:50

1:21:50

In this episode, we discuss why we hate the Bank of Canada. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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The Toronto Maple Leafs, NHL Refs Suck, Real Estate Update 1:23:25

1+ y ago1:23:25

1:23:25

This week on Professional Insight the boys discuss how the NHL refs are inconsistent, the Toronto Maple Leafs flamed out in the playoffs AGAIN and we get a real estate update. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Why Can't I Buy A House, Interest Rates & The Leafs 1:24:21

1+ y ago1:24:21

1:24:21

Today the lads discuss the housing market, interest rates and impending bank crash. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Award Winning Author, Veteran & Mental Health Specialist Benjamin Sledge 2:16:27

1+ y ago2:16:27

2:16:27

Join the Professional Insight Podcast as they welcome Benjamin Sledge, a former US Marine and combat veteran to the show who shares his unique perspectives on war and its effects on society and discusses his new book 'Where Cowards Go To Die' Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for m…

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Developers, Housing Market 1:24:24

1+ y ago1:24:24

1:24:24

The Professional Insights boys discuss real estate in Canada and mortgages. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Advice, Nightmare Homes & Developers 1:24:18

1+ y ago1:24:18

1:24:18

The boys are back to discuss advice in their disciplines, nightmare homes and developers. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Real Estate In Canada & Mortgages 1:30:03

1+ y ago1:30:03

1:30:03

On this episode of Professional Insights, the boys welcome realtor Brad Johnstone to the show to discuss mortgages and the state of real estate in Canada. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Mental Health Matters 1:31:08

1+ y ago1:31:08

1:31:08

With this being Bell Lets Talk Week, the boys at the professional insight podcast discuss mental health and why it matters. They all draw from personal experience and really hammer home the point to talk about your feelings. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.…

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Retirement Income Planning, Asset Withdrawal & Market Outlook for 2023 1:46:26

1+ y ago1:46:26

1:46:26

On today's show the guys welcome Frank DiPietro and Michael Evans. The group discusses: Retirement Income planning The importance of Order of asset withdrawal. What's on the minds of Canadian's re retirement Market Outlook for 2023 PM commentary, I will have interviewed 10 PM's this week for our webcasts Recent Tax changes/ Frank The New Home buyer…

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Dorian Anderson, Executive Director of Canada's largest Wine Festival 1:25:04

1+ y ago1:25:04

1:25:04

The boys welcome Dorian Anderson, Executive Director of Canada's largest Wine Festival, The Niagara Grape and Wine Festival. She joins us to chat about the ICE WINE GALA! Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Disney World Monopoly, Lightsabers, Mortgages & Banks 1:20:31

2y ago1:20:31

1:20:31

The boys discuss Disney World stealing the money out of your pocket and us being ok with it. Trevor bought an expensive lightsaber and droid & the banks do not have your best interests in mind. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.…

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CIO BMO Sadiq Adatia 1:23:23

2y ago1:23:23

1:23:23

We are pleased to welcome CIO of @BMO Sadiq Adatia to the show. The boys will chat about his new job, vision at BMO, funds he is launching and crypto/current states of the markets! Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.…

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Lessons In Board Of Governance 1:31:00

2y ago1:31:00

1:31:00

The Professional Insight Podcast welcomes Jeff Cheesebrough to the program to discuss lessons in the board of governance. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Quiet Quitting, Being An Entrepreneur With Brandon Cullen Of MADabolic 1:17:56

2y ago1:17:56

1:17:56

On today's episode of Professional Insight the fellas welcome owner and operator of MADabolic Gyms Brandon Cullen. Brandon and the guys discuss the hard work it takes to becoming a successful entrepreneur, quiet quitting and how you need to pivot your business during the pandemic but sometimes it is nice to go back to normal.. Learn more about your…

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Why Is Housing So Expensive In The GTA 1:27:03

2y ago1:27:03

1:27:03

Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Disability Tax Credit, Hensen Trust & Other Benefits 1:08:13

2y ago1:08:13

1:08:13

One of our subscribers asked for information on the Disability Tax Credit, Henson Trust and other benefits. The boys managed to secure Frank DiPietro, CPA, CFP from Mackenzie Investments to discuss in-depth One of our subscribers asked for information on the Disability Tax Credit, Henson Trust and other benefits. The boys managed to secure Frank Di…

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Scrotox...It's Botox For Your... 1:29:40

2y ago1:29:40

1:29:40

Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Bare Trusts, Incorrect Mortgage Advice & Scrotox 1:24:07

2y ago1:24:07

1:24:07

0:00- 06:23 - Intro & Wise guys 06:23- 24:22- capped and a variable rate mortgage/loans 24:22- 33:32- covering your bases with clients/ reading and understand contracts and paperwork 33:32- 52:47- question period/ bare trust agreements/ wills/ estate 52:47- 1:20:00- tips and tricks from mortgage brokers, lawyers, financial planning, scrotox Learn m…

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How To Increase The Value Of Your Home, Reno Tips, Market Update & Advice 1:41:36

2y ago1:41:36

1:41:36

On today's episode the boys chat: 0- 11:46 How to increase the value of your home 11:46- 17:33 Do you put hardwood in a kitchen, lions in front of house & pineapple door knockers 17:33-23:42 Is carpet having a resurgence? 23:50-26:40 Interior design home trends in 2022 26:40- 28:24 Renos to do when you have kids 28:24- 40:00 mortgages, back orderin…

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Inflation/Recession & Advice Week 1:52:10

2y ago1:52:10

1:52:10

Welcome back to Professional Insights episode 6. We're talking about inflation/recession, is it on the horizon? Also advice week with specific pieces of advice for each of our disciplines. [0:00] openings, concerts, Canada day, jays game [7:16] sellers direction and irrevocability amendments and clauses with Jeff Collins and Josh Bond [25:01] this …

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Digital Advertising & Criminal Law 1:47:37

2+ y ago1:47:37

1:47:37

In season 5 episode 3 of the Professional Insights Podcast the gang welcomes Brandy Henderson co-founder of Owerna Group to the program. Brandy will talk about digital advertising and an update on her business as a whole. Next we welcome on Robert Kivlichan, a former guest where we got great reviews on his previous episodes, we will talk about crim…

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Mental Health In The Workplace, Fuel Price Increase, How To Improve Your Resume & Interview Tips & Tricks From A Recruiter 2:31:06

2+ y ago2:31:06

2:31:06

Welcome back to S.5 Episode 3 of the Professional Insight Podcast. On today's program we are. very pleased to welcome three professional boss ladies. First up Kristen Marischuk a social working at Trillium Health Partners. She will be here to discuss the mental health aspect of the pandemic and mental health at the workplace. Second is Jessica Frie…

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The Ontario Budget, Variable & Fixed Mortage Rates, Will You Be Able To Ever Own A Home & Resale Residential Rentals 1:44:03

2+ y ago1:44:03

1:44:03

On today's episode the boys discuss the Ontario budget, fixed vs variable mortage rates. Which one is better? Economic development, resale resdiential rentals and we discuss will you ever be able to afford a home. Watch on YouTube: https://www.youtube.com/watch?v=21JlO4SJXfM Subsribe to the Professional Insight YouTube Page: https://www.youtube.com…

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New Beginnings, Blind Bidding, Contract Law, Interest Rates & Shitting In An RV With Special Guest Dean Blundell 1:23:31

2+ y ago1:23:31

1:23:31

Welcome back to the highly anticipated season 5 of professional insights. On today's epiosde the fellas chat: Joining the Dean Blundell Sports, News & Podcast Network Being a video podcast Blind Bidding. Is it good or bad for the housing market? Reading contracts BEFORE you sign them Interest rates. Can we expect another jump in 2022? Taking a dump…

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Ending another season and new things coming 12:39

2+ y ago12:39

12:39

The guys provide a season recap, ask you for more questions and hint at some new things coming and the future of the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Investment Season and Variable Rate Mortgages 20:18

2+ y ago20:18

20:18

Brandon and Trevor answer a listener's questions about RSP's vs TFSA's and whether or not they should lock in their variable rate mortgage and stick with it. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

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Progress on the flu vaccine studies with Sarah Ives 39:09

2+ y ago39:09

39:09

Sarah Ives joins the guys to discuss progress on the flu vaccine and we finish up this episode by talking about monoclonal antibodies. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.By Professional Insight

Podcasts Worth a Listen

Preet Banerjee Podcasts

Podcasts Worth a Listen

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