Financial Long Game

Welcome to the Financial Long Game, the podcast where we unravel the secrets of wealth-building and financial success. Join us as we navigate the complex world of money management, investment strategies and long-term planning.

Whether you're a seasoned investor or just starting on your financial journey, we've got insights, interviews, and expert advice to help you navigate the long game and secure your financial future. This is the podcast for those who know success is a journey, not a sprint.

Get ready to level up your financial knowledge and make informed decisions on Financial Long Game.


Latest Podcast

Saving


Oh, Baby!
April 23, 2024

Parenthood is a challenging journey, and this week we are discussing the financial aspects. Join us for essential tips on managing finances as new parents, including budgeting for baby expenses and saving for your child's education.



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About Shelly Appleton-Benko »


More Podcast Episodes

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A Smooth Ride: Tips for Purchasing a Vehicle
April 16, 2024


Rev up your knowledge with our latest podcast, which discusses some in and outs of purchasing a vehicle. From budgeting tips to navigating the dealership, tune in to make your purchase a smooth ride.


Tax


Tax Time Preparation Tips: What You Need to Know
April 10, 2024


Tune in to our podcast where Shelly sits down with seasoned accountant Kapil Nanalal who provides tips and strategies to streamline your tax preparation. Get ready to conquer tax season with ease and ensure you maximize your returns and minimize stress this tax season.


elephant


The F Word: Fees, Addressing the Elephant in the Room
March 26, 2024

You often hear about expertise and tailored guidance – is it worth the fee for investment advice? Let’s delve a little deeper into the topic of fees and explore some of the different options available to investors.


Magnificent 7


Marvels of the Magnificent 7 with Murray Leith
March 19, 2024

Have you heard of the Magnificent 7? This week, Odlum Brown’s Executive Vice President and Director, Investment Research, Murray Leith joins me to talk about all things Magnificent 7. Tune in to hear Murray’s outlook on these stocks and what makes them just so magnificent. 


house-keys-heart


Keys to the Right Mortgage
March 12, 2024

Finding the right mortgage can be similar to finding the perfect partner – take your time, do your research and seek expert advice. Mortgage Specialist Laura Stein shares her valuable insights on securing the ideal mortgage tailored to your needs.


plant


Leaving a Lasting Impact: Estate Philanthropy
March 5, 2024

The legacy you leave has the power to impact future generations. Elissa Ming Morrissette, Vice President, Development at BC Cancer Foundation, and I discuss how you can impact future generations through will and estate planning.


parachuters


Adventure Awaits, with Robin Esrock
February 27, 2024

Jet set your wealth: Your passport to savvy spending while exploring the world. This week, we talk all things travel with adventure expert Robin Esrock, author of The Great Canadian Bucket List.


Accounts

Magic Money Moves
February 13, 2024

The FHSA, TFSA and RRSP are powerful savings tools.

Tune in to learn more about how to maximize your tax-free savings potential.


AI

AI Revolution or Evolution?
February 6, 2024

Join Shelly and guest Steven Zicherman, well-regarded Odlum Brown Equity Analyst, as they discuss artificial intelligence. Learn about the origins, uses and future prospects of AI.


what-not-to-do

Five Financial Faux Pas
January 30, 2024

When it comes to investing, learn to follow your head and not your heart. Tune in to learn 5 common mistakes investors make by letting their emotions get the best of them.

finger

Navigating the CyberScam Era with Constable Courtney
January 23, 2024

Guest Cst. Courtney reveals the new reality of cyber fraud in a tech-driven world. Learn how to spot some of the red flags, how to protect yourself and what steps to take if you accidentally make the wrong click.

Set Goals

Financial Fitness – Day One or One Day? 
January 19, 2024

Let’s kickstart your Financial Fitness journey! Tune in for 5 actionable ideas to get your new year started off right. This episode will help shape your wealth goals, and build a stronger financial future. 

Buckets

Drops in the Bucket
January 11, 2024

Budgets and goal setting for finances can be boring, yet necessary. Whether new to investing, or a seasoned pro, join Shelly Appleton-Benko as she talks about goal setting and establishing your financial “buckets” to streamline the process and get started on checking off those short term and long term goals.



Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

The Odlum Brown Model Portfolio is an all-equity portfolio that was established by the Odlum Brown Equity Research Department on December 15, 1994, with a hypothetical investment of $250,000. It showcases how we believe individual security recommendations may be used within the context of a client portfolio. The Model also provides a basis with which to measure the quality of our advice and the effectiveness of our disciplined investment strategy. Trades are made using the closing price on the day a change is announced. Performance figures do not include any allowance for fees. Past performance is not indicative of future performance.

Insurance products and retirement, estate and financial planning are offered exclusively to Odlum Brown clients by Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited.

Odlum Brown is a Member of the Canadian Investor Protection Fund.