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Episodes
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
Academia and Financial Planning
- CE Drive w/ Jason Watt S05E13
Professor Jodi Letkiewicz, a professor at York University, joins Jason for a discussion of pursuing formal education in financial planning, as well the state of research in financial planning.
Supplementary Materials:
Jodi Letkiewicz
https://profiles.laps.yorku.ca/profiles/jodilet/
Sherman Hanna
https://ehe.osu.edu/human-sciences/directory?id=hanna.1
DEPARTMENT OF PERSONAL FINANCIAL PLANNING
https://www.hhs.k-state.edu/pfp/
ACADEMIC RESEARCH COLLOQUIUM
https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium
Journal of Financial Planning
https://www.financialplanningassociation.org/learning/publications/journal
Financial Services Review
https://www.financialservicesreview.com/
Financial Planning Review
https://onlinelibrary.wiley.com/journal/25738615
Journal of Financial Therapy
https://financialtherapyassociation.org/journal-of-financial-therapy/
Journal of Financial Counseling and Planning
https://connect.springerpub.com/content/sgrjfcp
John G. Lynch, Jr.
https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr
Financial Literacy, Financial Education and Downstream Financial Behaviors
https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf
The Misguided Beliefs of Financial Advisors
https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995
The Financial Education Fallacy
https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429
Advice Only Planners
https://www.adviceonlyplanners.ca/
Remember to like and share the video! Leave a comment for Jason Watt down below.
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Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
Retirement Income Planning Tech Stack
- CE Drive w/ Jason Watt S05E12
Adam Bornn, a financial planner with a great YouTube presence, talks with Jason about the tools used in the 10 years before and after retirement.
Supplementary Materials:
Parallel Wealth
https://www.parallelwealth.com/ourteam
Parallel Wealth - YouTube Channel
https://www.youtube.com/c/parallelwealth
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance
https://rationalreminder.ca/podcast/234
SNAP Projections GIS Modelling
Kajabi
SNAP Projections
DocHub
OnceHub
Typeform
Apply for or renew a property tax deferment program application
https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes
PlanEasy
BCV Asset Management
https://bcvassetmanagement.com/
Open Policy Ontario
https://openpolicyontario.com/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Mar 01, 2023
Wednesday Mar 01, 2023
Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11
Paul Eeles, a group disability underwriter, explains how group long-term disability insurance is underwritten, focusing on specialty risks.
Supplementary Materials:
Camden Underwriting Agencies Inc.
http://www.camden.ca/Company-Profile.aspx?sid=1ecc315f-c1ec-4f98-89e5-eeeec64ffbb0
Sask. First Nations leaders call for government funding to fight high suicide rates
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Feb 15, 2023
Wednesday Feb 15, 2023
Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10
Chris Enns, an opera singer turned financial planner, works with all sorts of artists and creatives. He educates Jason about the nuances of this underserved market.
Supplementary Materials:
https://www.ragstoreasonable.com/
Financial Planning Association of Canada
Spring Plans
Shannon Lee Simmons
https://shannonleesimmons.com/
Advice-Only Planner
https://www.adviceonlyplanners.ca/
Raising Your Fees It’s Not About The Money
https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/
SOCAN
Who has to pay instalments
Wise
KOHO
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
Dentistry and Benefits - CE Drive w/ Jason Watt S05E09
David Stevenson, a dentist who works with the Ontario Dental Association, joins Jason and David Patriarche of Canadian Group Insurance Brokers for a discussion about the state of dental coverage.
Supplementary Materials:
Ontario Dental Association
Royal College of Dental Surgeons of Ontario
https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees
CANADIAN GROUP INSURANCE BROKERS INC.
Non-insured health benefits for First Nations and Inuit
https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517
Interim Federal Health Program: What is covered
Dental Services (POC 4)
https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925
Canada Dental Benefit
https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html
Changes to dental programs in Ontario
https://www.health.gov.on.ca/en/pro/programs/dental/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program:
https://www.businesscareercollege.com/continuing-education
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Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
Digital Estate Planning
- CE Drive w/ Jason Watt S05E08
Erin Bury, founder of Wilful, an online digital estate planning platform, joins Jason for an episode dealing with digital estate planning tools.
Supplementary Materials:
Willful
Epilogue
Canadian Legal Wills
Canada Wills
ELECTRONIC WILLS NOW PERMITTED IN B.C.
https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/
How can we help our future selves?
New Legislation Allows for Electronic Wills, Improves Justice Accessibility
Bob Carter ALMI, GBA, LLQP, CIM
https://www.linkedin.com/in/bob-carter-almi-gba-llqp-cim-3036591a/?originalSubdomain=ca
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
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LinkedIn: https://www.linkedin.com/company/business-career-college/
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Wednesday Jan 04, 2023
Wednesday Jan 04, 2023
Unintended Consequences of Trust Legislation
- CE Drive w/ Jason Watt S05E07
Elaine Tindall CFP CPA joins Jason for a discussion of the pending changes to trust reporting rules and a look at how those rules might impact your clients.
Supplementary Materials:
Elaine Tindall, CPA, CGA, CFP
Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent
Secrets of the FHSA and OAS
https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/
Planning for a child with a disability
https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/
Property transfer tax
https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax
Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022
https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html
Case Summary for Pecore v Pecore
https://canliiconnects.org/en/summaries/33319
New rules for trust reporting are coming for 2023 returns
The New Canadian Trust Reporting Rules
https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
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LinkedIn: https://www.linkedin.com/company/business-career-college/
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Wednesday Dec 21, 2022
Wednesday Dec 21, 2022
Live from CFP Board Colloquium
- CE Drive w/ Jason Watt S05E06
Jason reports back, solo, from the CFP Board Academic Research Colloquium in Washington DC.
Supplementary Materials:
2022 ACADEMIC RESEARCH COLLOQUIUM
https://www.cfp.net/events/2022/10/2022-academic-research-colloquium
Pe Metawe Consulting
https://pemetawe.com/consulting/
Antonio Gargano
https://sites.google.com/site/antoniogarganojm/untitled
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
Live from FTA Conference
- CE Drive w/ Jason Watt S05E05
Jason reports back, solo, from the Financial Therapy Association Conference in Denver.
Supplementary Materials:
Financial Therapy Association (FTA)
https://financialtherapyassociation.org/education/conference-2022/
A Beginners Guide to the PIC/NIC Analysis
https://www.scottsdalepbs.com/a-beginners-guide-to-the-pic-nic-analysis/
When can a person be liable for the actions of an Estate Trustee?
The Most Hated F-Word
https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
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Wednesday Nov 23, 2022
Wednesday Nov 23, 2022
Live from IAFP Symposium
- CE Drive w/ Jason Watt S05E04
Join Jason at the IAFP Symposium
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
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