Best Future Proof | Wealth Advisors Podcasts (2025)

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NASCAR Lawsuits, Billionaire Taxes, and AI Power Plays – Episode 163 40:10

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1d ago40:10

40:10

In this post–Election Week episode of The Liquidity Event, AJ and Shane dive into New York City's new mayor, former rapper Zohran Mamdani, and what his win could mean for taxes, wages, and city life. AJ shares her marathon weekend adventures and Halloween highlights, while Shane talks about biking through Manhattan gridlock, watching Tame Impala, a…

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Investment Grade CLOs—A secure path to yield and resilience with Mark Jarosz 42:33

1d ago42:33

42:33

In this episode of Insight is Capital, Mark Jarosz, Head of Credit Alternatives at BMO Global Asset Management, joins us to demystify the world of Collateralized Loan Obligations (CLOs) — a sophisticated yet increasingly accessible asset class, now reshaping how investors think about income, risk, and portfolio diversification.Jarosz explains how C…

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Scam-Proof Your Brain (Part 1): Scholarship & Job Scams 10:54

19h ago10:54

10:54

In Part 1 of our "Scam-Proof Your Brain" series, Mahima examine's fake scholarship and job scams - two of the most common frauds targeting teens. Discover how scammers exploit scarcity and urgency manipulation to bypass critical thinking, and learn why optimism bias makes even smart people vulnerable. This episode references peer-reviewed research …

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Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz 52:14

2d ago52:14

52:14

What if the biggest obstacle between you and financial freedom isn’t your income — but your mindset? In this powerful and eye-opening episode of Insight is Capital, host Pierre Daillie sits down with Dr. Brad Klontz, financial psychologist, bestselling author, and professor, to explore the hidden forces shaping our relationship with money. From chi…

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Economic Uncertainty and the New Reality for Canadian Travelers 38:47

6d ago38:47

38:47

On More Than Money, Dave Popowich and Leanna Wachniak sit down with Benjamin Tal, Deputy Chief Economist at CIBC World Markets Inc., to unpack the unpredictable state of Canada’s economy and what it could mean for retirees. Then, they talk with Stephen Fine from Snowbird Advisor about new fingerprinting and photo requirements for Canadians heading …

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Bitcoin, Bad Advisors & Paychecks for Life: KD’s Lesson Your Retirement Needs 33:55

6d ago33:55

33:55

Coach Pete and the crew turn headlines into hard-won wisdom—using Kevin Durant’s Bitcoin saga to unpack what crypto means (and doesn’t) for your nest egg. They show how a rock-solid income strategy and dynamic spending plan keep you living your lifestyle goals no matter what markets throw at you. Plus, hear red-flag stories of “advisors behaving ba…

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Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice 1:04:40

8d ago1:04:40

1:04:40

In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and Michael Newton reveal why humility, curiosity, and true team depth are redefining the future of wealth management. In this Insight is Capital episode, host Pierre Daillie sits down with Kash Pashootan, CEO, and Michael Newton, Head of Wealth Management at First Avenue…

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Episode 162 - Gambling Governors, Poker Scams, and The Louvre Heist 34:19

7d ago34:19

34:19

In this Halloween-week episode of The Liquidity Event, AJ and Shane gamble their way through Atlantic City stories, poker scandals, and billionaire luck. AJ checks in from self-imposed exile at the Jersey Shore to finish her book (and avoid the casinos), while Shane shares his thoughts on gambling's strange evolution from high stakes to digital dop…

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Dr. Daniel Crosby - The Beauty of Imperfection 11:36

7d ago11:36

11:36

Tune in to hear: How was the Japanese art of ceramic repair, kintsugi, born out of Ashikaga Yoshimasa’s happy accident with a piece of Chinese ceramics? What lessons can we take from the art of kintsugi, or more broadly Wabi-sabi, regarding resilience, rebirth and the acceptance of imperfection? What has scientific research uncovered about the valu…

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Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families 39:35

8d ago39:35

39:35

Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the o…

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Betting on the Future with Tim Draper 26:21

9d ago26:21

26:21

David Marcus sits down with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Tim has backed some of the world’s most transformative companies including Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Robinhood, and Coinbase, and was an early, vocal advocate of Bitco…

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Why Alberta’s $100 COVID Fee Has Retirees Talking 38:01

12d ago38:01

38:01

On More Than Money, Faisal Karmali and Rob Gerrie talk with Laura Tamblyn Watts of CanAge about how to start tough conversations about aging. Dr. Lynora Saxinger shares why Alberta’s new COVID-19 vaccine rollout has many frustrated. Kaci-Ann Phillips explains how doomscrolling impacts mental health. Finally, Faisal and Rob discuss the common mistak…

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Wall Street Whiplash: The Retirement Rewrite That Beats 60/40 34:15

13d ago34:15

34:15

Tired of market drama and media hype? Coach Pete and his crew rip up the old 60/40 playbook and show you how tax-smart planning, real risk management, and lifetime income can turn volatility into a non-event. You’ll learn how to see through Wall Street’s noise, lock in paychecks you can’t outlive, and build a comprehensive plan that actually holds …

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Why EQ beats IQ in Wealth Management with Shana Sissel 1:36:36

14d ago1:36:36

1:36:36

In this powerful episode of Insight is Capital, host Pierre Daillie sits down with Shana Sissel, CEO and Founder of Banríon Capital Management, widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana’s story is one of resilience,…

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Teen Finance 101: A Real Conversation With a Financial Advisor 29:37

15d ago29:37

29:37

In this episode, Mahima interviews financial advisor Nicolle Willson, of Team Hewins, who shares her journey and insights into financial planning. They discuss the role of a financial advisor, the importance of early financial habits, and practical money management tips for young adults. The conversation also touches on the future of personal finan…

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The Art of Spending Money and What the 2025 Calgary Election Means for Retirees 19:44

19d ago19:44

19:44

On More Than Money, Lori Williams, Political Analyst and Professor at Mount Royal University, joins Leanna Wachniak and Dave Popowich to unpack what the 2025 Calgary municipal election means for retirees - from property taxes to how city decisions affect your financial future. Then, Leanna and Dave discuss The Art of Spending Money by Morgan Housel…

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How to Protect Your Money, Redefine Retirement, and Support Family Wisely 38:53

20d ago38:53

38:53

On More Than Money, Leanna Wachniak and Dave Popowich talk with Hilary McMeekin from the Alberta Securities Commission about how retirees can spot scams and protect their finances during Cyber Security Awareness Month. Tony Chapman, Founder of Chatter That Matters, shares how to redefine yourself after retirement. Finally, Leanna and Dave ask: Shou…

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From Windfall to Paycheck: The Retirement Strategy Wall Street Won’t Tell You 35:08

20d ago35:08

35:08

Coach Pete and the team decode today’s market trends and show you how to turn sudden wealth into a lifelong income plan—without gambling your future on hot-stock hype. You’ll learn why a true fiduciary matters, how to dodge the potholes of poorly managed investments, and the simple strategy that can make your money work when you don’t. Plus, get th…

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Episode 161 - Nobel Winners Off the Grid, Italy's Billionaire Tax Haven, and Reddit's $750K Question 33:31

22d ago33:31

33:31

In this episode of The Liquidity Event, Shane and guest host Ed Z cover everything from Nobel laureates disappearing into the woods to Italy's flat-tax paradise for the ultra-rich. They unpack why more working-class Americans are turning to the stock market, debate whether democratized investing is empowerment or gambling, and answer a listener que…

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Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice 31:52

22d ago31:52

31:52

In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independence in wealth management, and their new book, Money Together. Doug and Heather shared how they’ve bu…

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Financial Planning Month and Should We Overhaul Canada’s OAS? 19:39

27d ago19:39

19:39

On More Than Money, Leanna Wachniak and Dave Popowich talk with Paul Kershaw, Founder of Generation Squeeze and Professor at UBC, about the proposed overhaul of Old Age Security (OAS) and what it could mean for Canadian retirees. As Financial Planning Month reminds us, now is the time to review your retirement plan, ensure your income strategy is s…

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Guaranteed Paychecks, Not Guesswork: The Retirement Remix You Need Now 34:19

27d ago34:19

34:19

Coach Pete and his crew show why income beats net worth in the red zone—and how to turn your savings into paychecks you can’t outlive. They bust diversification myths, demystify RMD timing, and share savvy tactics for federal employees to keep more after taxes. Plus, a rapid-fire Q&A on downsizing and tax-smart withdrawals gives you a simple sequen…

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Peter Berezin: Is this the Wile E. Coyote moment for investors? 49:05

28d ago49:05

49:05

What if the U.S. economy is already sprinting off a cliff—and just hasn’t looked down yet? In this riveting conversation, BCA Research’s Peter Berezin joins Pierre Daillie to unpack whether markets are living through their Wile E. Coyote moment: running on optimism while gravity—the reality of stagflation, slowing growth, and political interference…

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Your Health, Your Wealth: Green Smoothies and Smart Spending 10:58

28d ago10:58

10:58

This episode explores the financial aspects of wellness, discussing why healthy living can feel expensive and how to make smarter financial choices around food and fitness. Mahima highlights the growth of the wellness economy, factors contributing to high prices, and offers global examples of affordable health solutions. The episode concludes with …

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Brad Johnson - Live from Future Proof 20:43

29d ago20:43

20:43

Tune in to hear: What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business? Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business? What is the baseline mindset that Brad often has to move advisors away from to …

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How FINNY is Redefining Advisor Growth with AI 18:19

29d ago18:19

18:19

Eden Ovadia, co-founder and CEO of Finny, joins The Advisor Journey live from Future Proof 2025 to share how her team is tackling one of the industry’s most pressing challenges: organic growth. Before starting FINNY, Eden worked in private equity and M&A at Boston Consulting Group, where she saw firsthand how unsustainable acquisition-driven growth…

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Windfall or Wipeout? The Panic-Proof Retirement Plan 9:50

1M ago9:50

9:50

By Rock on Retirement

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The Alberta teachers strike and can AI plan your retirement? 36:35

1M ago36:35

36:35

On More Than Money, Leanna Wachniak and Dave Popowich talk with Chris Gallaway, Executive Director, Friends of Medicare about the concerns surrounding the continuing care system in Alberta. Then, Dr. Jason Foster, Labour Relations expert at Athabasca University, talks about a teachers’ strike could be on the horizon in Alberta, and that means class…

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Episode 159 - IPOs Are Back, Hamburger Helper Economics, and $800 Credit Cards 30:24

1M ago30:24

30:24

In this episode of The Liquidity Event, AJ and Shane cover everything from IPOs making a comeback to Hamburger Helper as a recession indicator. They dive into venture-backed companies finally going public, debate whether Hamburger Helper sales say more about wallets or Ozempic, and unpack why America's biggest companies can't quite explain the upsi…

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Your Health, Your Wealth: The Teen Guide to Health Insurance 11:47

1M ago11:47

11:47

Are you a teen / young adult? Heading to college in a few years? Starting a new job? Traveling out of your country for vacation or study abroad program? If you answered yes to any of these - this episode is for you. Learn the basics of health insurance, including key terms like premiums, deductibles, and copays. Explore different health insurance m…

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Finding the Right Lender: A Conversation with Cirrus Capital’s Jacob Gonzalez 22:55

1M ago22:55

22:55

In this episode of Partnering to Create Wealth, David Marcus speaks with Jacob Gonzalez, co-founder and Head of Debt Capital Markets at Cirrus Capital Partners. Jacob shares his journey from Cornell to investment banking, private equity, and now building Cirrus Capital alongside his partner, Ryan Ridgeway. Together, they’ve carved out a niche worki…

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Private Investments Come of Age - Opportunity and Balance Unlocked 50:31

1M ago50:31

50:31

Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios. Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments …

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Retirement Planning, U.S. Property and Smart Travel 38:32

1M ago38:32

38:32

On More Than Money, Leanna Wachniak and Rob Gerrie talk with Anne-Elise Cugliari Allegritti, VP of Research & Communications from Royal Lepage about why 54 percent of Canadians with properties in the U.S. have either sold or are thinking of selling. Then, Claire Newell, Founder and President of Travel Best Bets, talks about the ways retirees can ma…

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Ilan Kolet | From US Exceptionalism to Canadian Realism Fidelity's Global Recalibration 51:36

1M ago51:36

51:36

“Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What does it take to navigate a world where the U.S. is no longer the default safe haven? In this powerful episode, Pierre Daillie is joined by Ilan Kolet, Institutional Portfolio Manager on Fidelity Investments Canada’s Global Asset Allocation Team, to break down Fidelity…

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From Sneaker Reselling to VC: Ishan’s Guide to Investing, Startups & Financial Literacy 36:29

1M ago36:29

36:29

In this episode of My Two Cents, Mahima speaks with Ishan, a consultant and venture capitalist, about his journey into finance and investing. Ishan shares insights from his experience, myths surrounding quick wealth in investing and practical advice for young entrepreneurs. The conversation highlights the significance of understanding money managem…

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Health, Wealth, and the origin behind our partnership 38:00

2M ago38:00

38:00

On More Than Money, Faisal Karmali and Dave Popowich talk with Dr. Emily McDonald, Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-prescribe unnecessary medications for patients. Then, Ian Bragg - VP of Research and Statistics @ SIMA, talks about how private savings are on the rise. Then, …

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Wall Street Myths, Tax Traps & The Death of the 60-40 Portfolio! 34:15

2M ago34:15

34:15

Coach Pete and his crew cut through the noise of financial media to expose the real risks of market volatility and Wall Street spin. They reveal why outdated strategies like the 60/40 portfolio could sink your retirement—and how lifetime income and smart tax planning can keep you afloat. This episode is your ultimate playbook for weathering financi…

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Future Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158 31:43

2M ago31:43

31:43

In this episode of The Liquidity Event, AJ and Shane return from the Future Proof Wealth Management Festival with stories of Weezer, Bush, and the perils of leaving conferences too early. They dig into a New York Times article about using ChatGPT to tackle credit card debt, from spreadsheets to selling watermelons, and debate whether AI is democrat…

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ROI of Adulting: Turning Student Loans into Asset Ownership 39:43

2M ago39:43

39:43

Mahima sits down with Ruhi, a young dentist who just bought her own practice. They dive into things we all need to deal with - credit scores, saving vs. spending, and how to start investing. Ruhi keeps it real about the trade-offs, the wins, and the lessons she wishes she learned earlier.By Mahima

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Retirement Transitions, Capital Gains, and Carney's First Five Projects 38:26

2M ago38:26

38:26

On More Than Money, Faisal Karmali and Rob Gerrie talk with Gere Woldu from the Alberta Motor Association to clear up misinformation about senior driving and discuss how seniors and their families can find support on the road. Then, Moshe Lander, Economics Professor at Concordia University, breaks down Carney’s five nation-building projects. Also, …

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Retirement Pitfalls, Broker Secrets, and the Income Plan You’ll Wish You Had Sooner 35:07

2M ago35:07

35:07

Coach Pete and his team take this episode to expose the hidden dangers of sudden wealth, bad broker behavior, and outdated investment strategies. They cut through the noise of today’s market with simple, smart ways to protect your future. Plus, discover the “financial fill-up” plan designed to keep your retirement income steady for life! See omnyst…

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Inside the World of Family Office Direct Investing with François de Visscher 31:10

2M ago31:10

31:10

François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth, François shares lessons from …

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How to Future-proof Your Home When Aging 37:24

2M ago37:24

37:24

On More Than Money, Dave Popowich and Leanna Wachniak talk with Robert Hocking, Co-founder of Adaptive Living about why preparing your home now is key to living comfortably and safely in retirement. Then, Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, unpacks the science behind pumpkin spice and why this seasonal flavour…

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AI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157 35:04

2M ago35:04

35:04

In this episode of The Liquidity Event, Shane (aka Delta Juan Enjoyer) joins Ally to unpack Taylor Swift and Travis Kelsey's engagement and why it's a perfect case study in prenups. They explore the promise (and hype) of an AI-powered stethoscope, debate private equity's push into 401(k)s, and tackle a listener question about selling real estate wi…

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From Zero to Future Proof: Nyle Bayer on Building Events, Brands, and Communities 40:11

2M ago40:11

40:11

Nyle Bayer, CMO of Future Proof, joins The Advisor Journey to share how he helped turn a bold idea into one of the most innovative events in wealth management. Drawing from his background as an advisor and now event builder, Nyle explains the principles behind Future Proof’s growth, from creating unforgettable experiences to engineering meaningful …

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ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders 49:44

2M ago49:44

49:44

Canada invented ETFs — but how did they grow into a trillion-dollar force, and where are they headed next? Pierre Daillie sits down with BMO ETF leaders Alain Desbiens and Tammy Cash to reveal the untold stories, the lessons learned, and what the future holds for advisors and investors.Episode SummaryIn this in-depth conversation, Pierre Daillie is…

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The Retirement Journey: Homes, Mortgages, and Aging 39:38

2M ago39:38

39:38

Join us for a special "Best of" episode of More Than Money, we talk to Phil Soper - President and CEO of Royal Le Page, on how 3 in 10 Canadians planning to retire within the next two years say they will carry a mortgage into retirement. Next, Mike Moffatt, Economist and Founding Director of University of Ottawa’s Missing Middle Initiative, talks a…

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The 4th Turning of Markets: Paradigm C, Inflation, Debt & Investing in 2025 with Darius Dale 1:06:05

2M ago1:06:05

1:06:05

What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.📖 Episode S…

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AI, Money, and Modern Dating - Episode 156 35:11

2M ago35:11

35:11

In this episode of The Liquidity Event, AJ and Shane dive into how they're using AI in everyday life, from food tracking to coding help, before tackling bigger questions about money, dating, and the future of work. They unpack OpenAI's bold claim that AGI could make money obsolete, break down the latest IRS updates—including changes to Qualified Sm…

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CRM3 (TCR) - More than compliance - It's a chance to define your value 33:35

2M ago33:35

33:35

CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest shift in cost transparency Canadian advisors have ever faced, and how you handle it could define your client relationships for years to come.In this episode of Insight is Capital, host Pierre Daillie sits down with three leading voices to unpack the realities—an…