Start Smart: How to Invest When You Don’t Think You Have Enough Money
S1: Episode 1
Hosts: Kirk Lapointe (Season 1) & Mark Ting (Season 2)
Featuring Tracy Theemes, Sophia Financial, Raymond James
What are the benefits of starting your financial planning early? If you made challenging financial decisions in the past, what steps do you need to take to get back on track? On the first episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to UBC alumna, Tracy Theemes, a financial advisor and certified financial planner at Sophia Financial, Raymond James.
My Financial Life is a podcast mini-series about personal finance, produced by alumni UBC.
Other Episodes in this Series
A work-optional life and early retirement seems like an unattainable yet sought after goal for most people. Can a successful investment strategy give you the freedom to live the lifestyle of your choosing, even in today’s uncertain economy and volatile markets?
What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio?
New to the investing game? Trying to make sense of the different investing strategies and asset allocation for a diversified portfolio? Need help with creating a financial plan for your future? Working with a financial advisor has many benefits on the road to reaching your financial goals.
Car-sharing has become a flexible and affordable transportation solution that is appealing to more and more people every day and shifting previous trends of personal car ownership. Sponsored by Evo Car Share.
While most of us use it almost every day, credit remains a mystery for many people. On this episode of My Financial Life, host Kirk Lapointe speaks to Terry Tan, branch manager for BMO, about personal credit.
It’s easy to overspend when you’re planning (or enjoying) a trip. But there are tricks and travel hacks that can help you save money. On this episode of My Financial Life, host Kirk Lapointe speaks to Amanda Butler, expedition leader for alumni UBC’s travel partner, Worldwide Quest.
What is ethical investing or responsible investing? Are ethical investments good investments for your portfolio? On this episode of My Financial Life, host Kirk Lapointe speaks to UBC alumnus, Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited.