The Wealthy Barber Podcast
The Wealthy Barber Podcast is Canada’s go-to source for approachable, entertaining, and free financial education. Hosted by none other than David Chilton—former Dragon on CBC’s ”Dragons’ Den” and the best-selling author of ”The Wealthy Barber” and ”The Wealthy Barber Returns”—this podcast is here to help Canadians manage their money better. Much better. Dave Chilton has spent over 35 years demystifying personal finance, offering understandable, unbiased, and actionable advice that has empowered millions of Canadians to achieve their financial goals. Now, he’s bringing that same wisdom to your favourite podcasting platforms, with regular episodes designed to make personal finance simple...
10
#75 — Daniel Foch (Returns): Canadian Real Estate Update — What Happens Next?
<p>Our guest this episode is Daniel Foch — Chief Real Estate Officer at Valery, host of The Canadian Real Estate Investor Podcast and one of Canada's most-followed voices on housing data and market analysis. He first joined us back on Episode #35, and with so much having changed since then, we brought him back for a full update.</p> <p>In this episode, Dave and Daniel dive into the current state of Canadian real estate, starting with where prices and sales actually sit in Ontario and BC today. They break down the Toronto condo crash and the supply crisis it has cr...
#74 — Ted Cadsby: Index Funds and Investors’ Blind Spots
<p>Our guest this episode is Ted Cadsby — former President and CEO of CIBC Securities, bestselling author and one of Canada's earliest champions of index investing. Ted brought index funds to CIBC in the late 1990s, wrote "The Power of Index Funds" to make the case to everyday Canadians and has since turned his attention to how people think, with books including "Closing the Mind Gap" and "Hard to Be Human."</p> <p>In this episode, Dave and Ted dive into the case for index funds and the uphill battle Ted fought to bring them to the bank, including the cl...
#73 — Jason Heath (Returns): The Future of Financial Planning
<p>Our guest this episode is Jason Heath — Founder and Managing Director of Objective Financial Partners, one of Canada's largest advice-only financial planning firms. A Certified Financial Planner with more than 20 years in practice, Jason is a longtime personal finance columnist for the Financial Post and MoneySense and one of the country's most consistent voices for conflict-free financial advice. He last joined us on Episode #27 for Financial Planning 101, and this time the conversation looks ahead.</p> <p>In this episode, Dave and Jason dive into where financial planning is headed. They explore the role of technology in democratizing planning, from fi...
#72 — Leanne Kauman (Returns): Trust & Estate Planning Advice
<p>Our guest this episode is Leanne Kaufman — President and CEO of RBC Royal Trust and one of Canada's leading voices on trust and estate planning. A lawyer by training, Leanne joined RBC Royal Trust in 1999 and has spent more than two decades helping Canadian families protect and transfer their wealth. She returns to the show after first joining us back in episode #32.</p> <p>In this episode, Dave and Leanne dive into the estate planning issues that trip up Canadian families most often. They break down what probate actually is, and the risks of using joint accounts and gifting to...
#71 — Jonathan Chevreau: Lessons from Decades as a Personal Finance Author & Journalist
<p>Our guest this episode is Jonathan Chevreau — veteran personal finance journalist, author and founder of the Financial Independence Hub. Jonathan spent nearly two decades as the National Post's personal finance columnist, served as Editor-in-Chief of MoneySense and still writes the magazine's Retired Money column.</p> <p>In this episode, Dave and Jonathan dive into the lessons of a career spent covering Canadian money, from Jonathan's early years sounding the alarm on mutual fund fees to the discipline of filing a story a day for a national newspaper. They explore why Jonathan sees a paid-off house as the foundation of fi...
#70 — Chad Wiebe: Retirement Planning 101
<p>Our guest this episode is Chad Wiebe — Certified Financial Planner and Founder of Pathway Wealth, a virtual, advice-only financial planning firm based in Winnipeg serving clients across Canada. </p> <p>In this episode, Dave and Chad take a deep dive into the fundamentals of retirement planning. They explore why so many retirees struggle to give themselves permission to spend, how to build a financial plan that accounts for spending shocks, and the massive potential costs of long-term care. Chad also breaks down the hidden benefits of downsizing your home, the factors to weigh when deciding how many more years to...
#69 — Mike Lipkin: How to Find Purpose in Life and Retirement
<p>Our guest this episode is Mike Lipkin — motivational speaker, executive coach and founder of Environics/Lipkin, a Toronto-based research and motivation company. Mike has spoken to more than a million people across 43 countries, authored 18 books on leadership and high performance, and has built his career around helping people play at their best.</p> <p>In this episode, Dave and Mike dive into what it takes to build a life of purpose in retirement, starting with the sobering statistics linking retirement and depression and why so many men in particular struggle once they stop working. They cover the habits that ke...
#68 — Brian Portnoy: A Behavioural Finance Expert on How to Shape a Life of Money and Meaning
<p>Our guest this episode is Brian Portnoy — behavioural finance expert, founder and CEO of Shaping Wealth and author of "The Geometry of Wealth" and "The Investor's Paradox." Brian holds a PhD from the University of Chicago, is a CFA charterholder and spent more than two decades in the financial industry. His mission is helping people use their money to underwrite a meaningful life.</p> <p>In this episode, Dave and Brian dive into behavioural finance and the fast-changing world of financial advice. They explore the challenges of building an AI coach that's genuinely helpful, the lessons Brian took from Mo...
#67 — Alexandra Macqueen: How Retirement Planning Has Changed Over the Years
<p>Our guest this episode is Alexandra Macqueen — CFP professional, Vice President of Learning, Development and Professional Practice at FP Canada and one of Canada's leading voices on retirement income planning. Alexandra has been a practicing financial planner since 2005, taught personal finance at York University's Schulich School of Business and co-authored the bestselling book "Pensionize Your Nest Egg."</p> <p>In this episode, Dave and Alexandra dive into how retirement planning has changed over the years, from the way rising longevity has reshaped Canadians' awareness of retirement risks to the assumptions that underpin every retirement plan. They cover why financial pl...
#66 — Brenda Hiscock: A Remarkable Story About Overcoming Hardships and Finding Fulfillment as a Financial Planner
<p>Our guest this episode is Brenda Hiscock, a CFP with Objective Financial Partners, one of Canada's leading advice-only planning firms. Brenda's route to financial planning was anything but easy. She lost her mother as a teenager, faced homelessness, battled addiction and overcame a cancer diagnosis, all while building a decades-long career in Canadian financial services. Today, she draws on those experiences to help clients navigate both the numbers and the emotions of money.</p> <p>In this episode, Dave and Brenda dive into her remarkable life story: the childhood hardship and early family loss that shaped her, and the...
