ABOUT THIS PODCAST 🔗
Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
Hosts:
Update frequency:
biweekly
Average audio length:
19 minutes
Guest interviews
English
Canada
103 episodes
since Jan. 25, 2021
episodic
LATEST EPISODE 🔗
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:
What sort of preplanning should be done?
How do you transition into assisted living?
What …
SEARCH PAST EPISODES
Search past episodes of The Advantaged Investor.
PREVIOUS EPISODES 🔗
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:…
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
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, ra…
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…
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 o…
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…
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 qua…
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 te…
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:
Q2 quarterly update highlights
Interest rate cuts
Differences between US and Canada
Recession?
Issues in the housing market
Follow the podcast on LinkedIn: Th…
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:
Recent federal budget and the new capital gains taxes
Recap of where we are/where we have been
Rates and inflation
Opportunities
The importance of after-tax y…
Disclaimer: The podcast and artwork embedded on this page are from Raymond James Ltd./TMDS, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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