Taking Smart Risks: Investment Strategies for a Work-optional Life and Early Retirement

S2: Episode 4

Hosts: Kirk Lapointe (Season 1) & Mark Ting (Season 2)
My Financial Life

Featuring UBC Alumna Maili Wong, Wellington-Altus Private Wealth

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? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumna Maili Wong, Senior Portfolio Manager and Executive Vice-President at Wellington-Altus Private Wealth.

This episode of My Financial Life is sponsored by The Vancouver Sun. 108 years as Vancouver's trusted voice. The Vancouver Sun is part of the Postmedia Network, one of Canada's largest print and digital news networks.

My Financial Life is a podcast mini-series about personal finance, produced by alumni UBC.


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Other Episodes in this Series

Season 2 / Episode 3

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?

Season 2 / Episode 2

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.

Season 1 / Episode 4

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.

Season 1 / Episode 3

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.

Season 1 / Episode 2

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.