Mastering Money: The Educator’s Edition

Mastering Money: The Educator’s Edition

Chartered Professional Accountants of Canada (CPA Canada)
Jun 18, 2020 39 min

COVID-19 Special Series E06 - Retirement in the Unknown

There are several “unknowns” as we start to look towards the future and life after COVID-19. For many, a big unknown is what their retirement looks like. In our last episode of this special COVID-19 series, David Trahair, CPA, CA, and author of “The Procrastinator’s Guide to Retirement: How you can retire in 10 years or less” helps us try to make sense of this unknown. David believes it’s not the strongest, it’s not the smartest, but it’s those who will adapt to the changing environment who will be successful moving forward. Through analyzing the past, acting in the now and planning for the future, he uncovers how we can focus on emerging from this crisis. This episode was recorded via Skype. For resources, visit cpacanada.ca/COVID19finlit
Jun 12, 2020 24 min

COVID-19 Special Series E05 - Investing During Major Market Swings

COVID-19 has caused financial stress on individuals as many are worried about their investments. In this episode, Larry Short, CPA, CGA, Portfolio Manager and Executive Director, Private Client Group at HollisWealth/ShortFinanical, helps to ease some of this worry by explaining we have seen these “unprecedented” times in the past. Larry provides insight into the situation as well as shares tips to investing during a market downturn. This episode was recorded via Skype (May 7, 2020) and contains some content from a previously recorded webinar, “Wellness in a Time of Crisis” (April 22, 2020). For additional resources, visit cpacanada.ca/COVID19finlit, shortfinancial.ca/blog-archive or view Larry’s timely book, “In Short: Successful Investing During Turbulent Times”
Jun 04, 2020 31 min

COVID-19 Special Series E04 - Saving with Volatile Incomes

The pandemic has caused many to re-evaluate their financial situation, such as analyzing expenses and their needs versus wants. In such unpredictability, some are even wondering what they can do now to benefit their financial situation long-term, including saving. Join Garth Sheriff, CPA, CA, and entrepreneur as he shares his story on how he and his family are tracking costs during COVID-19, while providing listeners with practical strategies for saving during this volatile time. This episode was recorded via Skype. For resources, visit cpacanada.ca/COVID19finlit
May 28, 2020 33 min

COVID-19 Special Series E03 - Tax in Turbulent Times

Tax season comes every year, but this year looks a bit different given the pandemic circumstances. In this episode, we talk all things tax with Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, as he walks us through some of the government benefits available and what we need to know about tax during the COVID-19 crisis. This episode was recorded via Skype. For resources and more information, visit the CPA Canada Tax Blog, CRA COVID-19 Changes and Updates and, Applying for CERB with CRA.
May 22, 2020 40 min

COVID-19 Special Series E02 - Dealing With Debt in a Crisis

Debt can be debilitating. Add COVID-19 into the mix and the problem gets bigger for many. With an East-meets-West approach, this episode uncovers the debt situation in Canada as well as provides solutions to help combat this financial crisis. Join Sandy Lyons, CPA, CA, CIRP, LIT, Senior Manager, Licensed Insolvency Trustee at Grant Thornton Limited, Frank Fabiano, CPA, CA, CIRP, LIT, Partner at Grant Thornton Limited and Robert Hunt, CIRP, LIT, Managing Partner at Grant Thornton Limited for an insightful conversation on dealing with debt during this difficult time. This episode was recorded via Skype. For resources, visit cpacanada.ca/financialliteracy and gtdebtsolutions.com/covid-19
May 14, 2020 43 min

COVID-19 Special Series E01 - Mental Wellness During a Pandemic

Financial wellness and mental wellness are connected. It’s no secret that COVID-19 has left many individuals struggling mentally. Mary Ann Baynton, Director of Strategy and Collaboration, Workplace Strategies for Mental Health, at Canada Life, helps us tackle these mental health hurdles by providing insight and strategies to take control in this uncertain time. This episode was recorded via Skype. For resources, visit Workplace Strategies for Mental Health - Personal Well Being.
Jan 29, 2020 30 min

S2 E05 - That Side Hustle Life

For many the side hustle has become a way to supplement income. Discover how one man, Peter Waitzman, well known YouTube product reviewer, turned his love for starting businesses into a money-making side-gig.
Jan 29, 2020 32 min

S2 E04 - Will These Kids Be Alright? – Canada’s Financial Future

For the past few decades, Gary Rabbior, President at the Canadian Foundation for Economic Education, has worked to make sure our future generations are well-equipped and have the skills to make smart financial decisions.
Jan 29, 2020 44 min

S2 E03 - Understanding The Journey – The CPA Canada Financial Literacy Story

Starting a financial literacy program requires knowledge as well as a desire to educate and help individuals. Keeping a financial literacy program sustainable and successful is a whole other endeavor. Hear from Li Zhang, Principal of Corporate Citizenship at CPA Canada, on how CPA Canada’s award-winning financial literacy program has been a leader in financial education for the last decade.
Jan 29, 2020 43 min

S2 E02 - Fitting Financial Literacy Into Your Program

Does Financial Literacy have a place in your existing program? Mack Rogers, Executive Director at ABC Life Literacy Canada, breaks down how they expanded their existing program to include financial education.