The Advantaged Investor

By: Raymond James Ltd./TMDS
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  • Summary

  • Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
    Raymond James Ltd./TMDS
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Economics Personal Finance
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Episodes
  • Helping Mom and Dad Transition to Assisted Living or Retirement Facilities

    Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
    Sep 18 2024

    Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including:

    1. What sort of preplanning should be done?
    2. How do you transition into assisted living?
    3. What do you do with their new space? How do you make it feel like home?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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    17 mins
  • Financial Planning

    Financial Planning
    Sep 6 2024

    Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women. A lot of financial planning applies to everyone, which we discuss, but there are important general considerations for women that should be acknowledged, including:

    1. Why should financial planning be different for women?
    2. What are the unique challenges for women?
    3. When should saving/planning start?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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    14 mins
  • Fixed Income – First Half Review and a Look Ahead (Episode 101)

    Fixed Income – First Half Review and a Look Ahead (Episode 101)
    Aug 20 2024

    Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including:

    • Review of the year so far
    • Rates/Inflation
    • Opportunities

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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    16 mins

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