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The Financial Long Game

The Financial Long Game

著者: Shelly Appleton-Benko
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Are you ready to gain the knowledge and confidence to help navigate the complexities of your personal finances? Join host, Shelly Appleton-Benko, Vice President and Director, Odlum Brown Limited for the Financial Long Game podcast.

Whether you're a seasoned investor or just starting on your financial journey, this podcast unravels the secrets of wealth-building and provides insights, interviews, and expert advice to help you play the long game and secure your financial future.

To learn more about Shelly Appleton-Benko and Odlum Brown, or to be considered as a guest in a future episode, or to read our full disclaimer, visit odlumbrown.com/FinancialLongGame. Odlum Brown is a Member of the Canadian Investor Protection Fund.

All rights reserved.
個人ファイナンス 個人的成功 心理学 心理学・心の健康 経済学 自己啓発 衛生・健康的な生活
エピソード
  • Busting Money Myths
    2025/07/02

    On this season’s final episode, we are debunking some of the biggest money myths out there! Ever heard that a high income guarantees wealth? Or that the stock market is a no-go for your retirement cash? We're taking aim at these common "truths" that could be holding your finances hostage. Join us as we bust open misconceptions about budgeting, the elusive art of timing the market and whether you really need to be debt-free before investing. Tune in – your wallet will thank you!


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    15 分
  • Uncovering the Hidden Gems of the Financial Services Sector
    2025/06/18

    Canada's big banks are often seen as the ultimate "safe investment," but are they truly bulletproof? On this episode of the Financial Long Game, Odlum Brown Equity Analyst Benjamin Sinclair returns to unveil the "hidden gems" of the financial services sector that often fly under the radar. We'll explore compelling opportunities in exchanges, private equity and credit, and fintech, discussing why these often-overlooked areas deserve a closer look in your portfolio for true diversification and long-term growth.


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    16 分
  • Snowbirds & Sunbelt Investments: Navigating U.S. Real Estate Taxes
    2025/05/21

    Thinking of selling your U.S. real estate or dreaming of a future purchase? The tax implications for Canadians can be complex. Join us as James Smeaton, Tax and Estate Planner from our Financial Planning team,* breaks down everything you need to know. From smart ownership strategies to consider before you buy, to the tax consequences of selling or renting, and even estate planning considerations for your U.S. assets, learn how to confidently navigate the cross-border tax landscape and make informed decisions about your U.S. real estate ventures.

    Find your U.S. Entry & Exit Record here: https://i94.cbp.dhs.gov/search/history-search



    *Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions.

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    32 分

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