Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including:

1. What sort of preplanning should be done?
2. How do you transition into assisted living?
3. What do you do with their new space? How do you make it feel like home?

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Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women. A lot of financial planning applies to everyone, which we discuss, but there are important general considerations for women that should be acknowledged, including:

1. Why should financial planning be different for women?
2. What are the unique challenges for women?
3. When should saving/planning start?

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Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including:

• Review of the year so far
• Rates/Inflation
• Opportunities

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Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, including:

• Review of 2024 so far
• Recent volatility
• The Sahm rule
• Interest rates
• Magnificent 7 and AI
• Tech stock trends

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Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:

• What are the options available?
• Approaches to fixed income investing
• Bank of Canada rate cuts and the effect on the fixed income market

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

• In your opinion how does a financial planner help with investor success?

• How important is it for your plan to evolve as you do and your situation changes?
• Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
• What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
• At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

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Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:

• Overview of technical analysis
• Overview of quantitative analysis
• You are a Chartered Market Technician® - what does mean?
• How does you use technical and quantitative analysis to inform your views on what is going on in markets?
• What are you current views?

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, including:

• Importance of financial literacy
• Lack of financial planning education for kids/youth
• How to start helping your kids/grandchildren
• Important things teenagers/young adults can do

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.