Trevor
Your MoneyEpisodes
Episodes of Your Money
Mark All
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Inspired by a report that suggested Canadians needed $1.7 Million dollars for retirement, Peter hopped on the mic to showcase how this report is entirely incorrect. Joining Peter was Vy Tri Truong and the two of them simplified how you can brea
In this episode, Peter welcomes Blair Mantin, President of Sands & Associates, British Columbia's premier Licensed Insolvency Trustee firm with 35 years of experience helping those with problem debt. Amidst an unprecedented rise in personal ins
On the Season 3 Finale of Your Money, Peter is joined by Shannon Allison, CEO of Everything Financial Group and Vy Tri Truong who runs Everything Financial Mortgage Group. This season has been all about the Omni Formula and all the different st
Season 3 has been all about the Omni Formula and as the season draws to a close, on this episode Peter is talking about the Omni Formula Estate Directory. To talk about this, Shannon Allison, CEO at Everything Financial joins the conversation a
As Season 3 progresses, all the steps in the OMNI Formula are hit and in this episode, Separation and Finances are as Peter is joined by Sarah Morse of BTM Lawyers. Sarah is an accredited family mediator, arbitrator and parenting coordinator an
As the OMNI Formula is being explained from top to bottom and all parts in between, this episode focuses on wills and having a power of attorney. Peter is joined by Bart Aldrich, a Notary Public and the two of them try to teach what's important
As the journey thru the Omni Formula continues, episode 14 is all about Personal Insurance. On today's episode, Peter is joined by Josh Krenus, President and CEO of Alteri Insurnace to talk about the importance of personal insurance when solidi
A crucial piece of the Omny Formula is Long Term Care Insurance and it's not to be overlooked in your overall planning.On this episode, Peter break it all down. You don't want to miss it!See omnystudio.com/listener for privacy information.
As we work our way through The Omny Formula this season. today’s episode title is ‘Disability Insurance 101’, and Peter is joined once again by Chris Cook, Senior Sales Consultant Life & Living Benefits at RBC Insurance to help answer the key q
As we work our way through The Omny Formula this season and in this episode title, it's all about Critical Illness Insurance. Peter is joined by Chris Cook, Senior Sales Consultant Life & Living Benefits at RBC Insurance to help answer the key
As the guys continue thru the Omny Formula, Life Insurance is the main focus and just why it's so important in building your financial plan.With Life Insurance being so crucial, you will want to listen to this episode right away!See omnystudio
TAXES TAXES TAXES.Peter and David talk all about taxes on this episode and why they're so important when building your financial plan. "It's not about what you make, it's about what you save" as Peter outlines in the show opening and trying to
As the guys continue to work through the Omni Formula, Episode 8 is all about RRSP's. David and Peter go thru all the do's and don'ts around RRSP's and the big misconception about there being a "RRSP Season". That term makes Peter physically il
As the title suggests, this episode is all about TFSA's. What are they, why are they important and how does it relate to the conversation of this entire season and that is the Omni Formula.Listen to David Pratt and Peter Cishecki break it all d
All season long, Peter has talked about the Omni Formula and the different steps and in this episode, the main focus is Portfolio Managers. To talk about this important step, Peter is joined by three unique voices to break down the role and why
As Season 3 moves on outlining the Omni Formula, Peter and Dave break down the need for portfolio managers and why you should use one when creating your financial plan.Times have changed and the need for a portfolio manager is more important th
"Fees" can be a scary word to some, but with the Omny Formula and following along with some simple Do's and Don'ts, you'll no longer think of that word the same way.On Season 3, Episode 4, Dave Pratt and Peter Cisecki break it all down and wil
On episode 3, Peter takes over the host mic and is joined by Vy Tri Truong, mortgage broker with Everything Financial.As the guys work thru the Omny Formula during Season 3 of the podcast, this episode is all about mortgages and securing the ri
On episode 2, Peter and Dave break down the necessary information you need for when you are constructing your financial plan.A lot of people are intimidated by what is needed, but Peter shows you just how easy the process can be and breaks it d
Peter and Dave are back for Season 3 of 'Your Money' and in the season premiere, they talk about the top 10 Questions to ask when you're interviewing from a financial planner. Creating a financial plan is so important and the guys talk about th
Peter and Dave spend this final episode of Season 2 of 'Your Money' recapping the biggest takeaway advice from this season's topics including on RRSPs, TFSAs, Insurance, Portfolio Management, Mortgages and so much more. If you have a topic or q
In this episode Peter and Dave are back to raise everyone's financial knowledge talking Tax Free Savings Accounts - and the top 10 things you should know - like withdrawal rules and what happens if you over-contribute - all to help you use your
In this episode Peter and Dave are back to raise everyone's financial knowledge talking taxes - and the top 10 things you should know to help you save time and money when tax time arrives. If you have a question for Peter you can send it to you
In this special episode Peter and Dave are joined by Josh Krenus CEO and Founder of Alteri Insurance. Josh gives you the inside scoop on the Top 10 things you need to know - but didn't know to ask - about Property Insurance. From the difference
In this episode Peter and Dave are back to raise everyone's financial knowledge delving into one of Peter's biggest annual pet peeves the complete sham that is 'RRSP Season'. Peter explains how to properly use RRSPs as a part of your overall fi
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