Confessions of an Ex Banker artwork

Confessions of an Ex Banker

29 episodes - English - Latest episode: over 5 years ago -

The one of a kind podcast that's exposing the guarded secrets of the banking and investment industries for everyone to benefit

Investing Business banks investments financial planning cfp business
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Episodes

DYI Investor Performance versus the markets

October 18, 2018 00:00 - 14 minutes - 10 MB

The one about how well a do it yourself investor performs versus the markets

The Perfect Financial Planning Process And Why You May Not Be Getting It

September 28, 2018 13:48 - 15 minutes - 21.8 MB

The one about all the steps required for a perfect financial planning process

When It Comes To Investing You Only Have 4 Choices

September 12, 2018 00:00 - 13 minutes - 12.4 MB

The one about the 4 choices you have for investing

CEB 026 How To Protect Yourself When Buying A Banking Product

March 27, 2017 00:00 - 11 minutes - 15.9 MB

The one about protecting yourself when you buy a product from your bank.

CEB 025 Continued Fallout From The Banking Scandal

March 20, 2017 00:00 - 14 minutes - 19.4 MB

The one about the continuing fall out from the banking scandal that has hit Canada.

CEB 024 The TD Canada Trust Scandal And How To Protect Yourself

March 13, 2017 00:00 - 14 minutes - 16.9 MB

The one about the TD Canada Trust scandal and how to protect yourself

CEB 023 The Unbiased RRSP Advice Corner Part 6-6

March 03, 2017 00:00 - 13 minutes - 18.9 MB

The one about RRSPs being a year round affair

CEB 022 The Unbiased RRSP Advice Corner Part 5-6

February 28, 2017 00:00 - 12 minutes - 14.1 MB

The one about who to use to implement your retirement strategy

CEB 021 The Unbiased RRSP Advice Corner Part 4-6

February 20, 2017 00:00 - 15 minutes - 21.5 MB

The one about the actual investments you should be using.

CEB 020 The Unbiased RRSP Advice Corner Part 3-6

February 13, 2017 00:00 - 14 minutes - 18.3 MB

The one about how to choose the right asset mix between cash, safety, and stocks

CEB 019: The Unbiased RRSP Advice Corner Part 2-6

January 23, 2017 00:00 - 13 minutes - 16 MB

The one about setting your goals for your retirement.

CEB 018 The Unbiased RRSP Advice Corner Part 1-6

January 16, 2017 00:00 - 13 minutes - 16.2 MB

The one about how to choose your RRSP if you don't have a financial plan yet.

CEB 017 8 Steps To An Awesome Retirement

January 09, 2017 00:00 - 16 minutes - 19.7 MB

The one about the 8 essentials steps to creating a realistic retirement plan

CEB 016 Your Most Common Questions Answered

December 21, 2016 00:00 - 14 minutes - 12.2 MB

The one about the most common questions I get asked.

CEB 015 6 Money Saving Strategies You Can Use Right Away By Avoiding Your Bank

December 12, 2016 00:00 - 15 minutes - 17.1 MB

The one about how to save money by using other institutions rather than your bank

CEB 014 The 4 Mistakes Bankers Always Make When Advising You

December 05, 2016 00:00 - 14 minutes - 19.4 MB

The one about the 4 mistakes bankers make when giving you advice

CEB 013 2 Of The Most Important Steps Your Financial Advisor Is Missing

November 28, 2016 00:00 - 14 minutes - 15.6 MB

The one about why your investment advisor keeps missing the 2 most important steps in financial planning

CEB 012 The Next Best Investment Alternative to ETFs

November 24, 2016 17:55 - 12 minutes - 16.8 MB

The one about the best alternative to ETFs

CEB 011 Exposing All The Fees That Mutual Funds Charge

November 14, 2016 00:00 - 25 seconds - 15.2 MB

The one about all the fees that investors pay when they purchase mutual funds.

CEB 010 A Tax Planning Strategy That Most Investors And Their Banker Miss Out On

November 07, 2016 00:00 - 13 minutes - 14.8 MB

The one about a tax strategy that keeps getting missed by investors and their bankers

CEB 009 Morning Staff Meetings

October 31, 2016 00:00 - 12 minutes - 13.5 MB

The one about morning staff meetings at a branch

CEB 008 Volatility And What Your Banker Never Told You

October 24, 2016 00:00 - 13 minutes - 14.6 MB

The one about how volatile certain investments could be

CEB 007 Eight Questions To Judge Your Current Financial Planner

September 30, 2016 00:00 - 13 minutes - 15 MB

The one about the eight questions you should ask yourself to see if the planner you have is good for you.

CEB 005 What A Real Financial Plan Should Look Like

August 23, 2016 00:00 - 12 minutes - 13.3 MB

The one that compares a typical financial plan to a real comprehensive financial plan

CEB 004 Fear Mongering and Scandals

August 16, 2016 00:00 - 11 minutes - 12.7 MB

The one about sales tactics fear mongering and scandals

CEB 003 Conflict of Interest Situations

August 09, 2016 00:00 - 12 minutes - 13.8 MB

The one about potential conflicts of interest that exist in the financial services industry

CEB 002 Guaranteed Investments,best choices

August 02, 2016 18:33 - 12 minutes - 16.5 MB

The one about all your choices for guaranteed investments

CEB 001 ETFs

July 12, 2016 00:00 - 12 minutes - 14.3 MB

On this episode of "Confessions of an Ex Banker" I'm going to talk about Exchange Traded Funds and why your banker never told you about them!

CEB 000 Introduction

July 05, 2016 00:00 - 12 minutes - 13.5 MB

The introduction show of "Confessions of an Ex-Banker" podcasst series