Preview Mode Links will not work in preview mode

This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker.

  1. All Episodes
  2. EP307 Canadian Investing Habits with David O'Leary

EP307 Canadian Investing Habits with David O'Leary

Oct 3, 2023

Curious about making smart investment choices and understanding the current economic climate in Canada? Tune in to this episode with David O’Leary, chartered financial analyst, wealth management expert, and the founder and principal of Kind Wealth. With a wealth of experience behind him and a commitment to independence and transparency, he’ll take you through the intricacies of investing and financial planning.

Listen in as David shares his insights on a range of topics, including the impact of inflation on investing among Canadians, changes in risk tolerance, and the links between investing and personal values. We also discuss the difference between financial planning and investment management, practical tips for successful self-directed investing, and how David overcame his own financial challenges.

“There’s no bravery without fear.” - David O’Leary

This Week on Young Money:

  • What a day in David’s life looks like.
  • The core themes and success factors in David’s career journey so far.
  • The financial challenge David faced and how he overcame it.
  • How the rate of inflation has affected investing among Canadians.
  • What risk tolerance is and how it has changed for Canadians with the rate of inflation.
  • The links between investing and the values that people hold.
  • Success tips for investing (including self-directed investing).
  • The difference between financial planning and financial advising.

Key takeaways:

  1. Learn from others.
  2. Don’t fear fear.
  3. Be honest.
  4. Educate yourself. 
  5. Investing is simple but not easy.
  6. There is no shame with working with professionals.

Connect with David O’Leary:

Connect with Wealth Rocket:

Rate, Share & Inspire Other Young Millionaires-in-the-Making 

Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts.

Don’t forget to share your favorite episodes on social media! 

Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.