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in your PODcket

Podcast by Tim Lew, CFP®

English

Technology & science

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About in your PODcket

What seems to be missing from the troves of financial resources is a dialogue that prepares you for the many pitfalls that exist when trying to balance finance and family. This show is meant to be a resource for you to leverage and learn from some of the life events that I come into contact with on a daily basis as a Certified Financial Planner®. Join me and my guests who just so happen to be professional athletes, public figures, and entrepreneurs, to hear their trials and tribulations, first-hand. Welcome to in your PODcket: a podcast for the things that matter.

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12 episodes

episode 11. Intergenerational wealth transfer, the changing landscape of financial advice, and its perceived value amongst the younger generation with Preet Banerjee artwork

11. Intergenerational wealth transfer, the changing landscape of financial advice, and its perceived value amongst the younger generation with Preet Banerjee

Welcome to the in your PODcket podcast, brought to you by Choice Asset Groups [https://www.choicegroups.ca] and Mackie Real Estate [https://www.mackierealestate.ca]. Preet Banerjee is a fixture in the Canadian financial landscape, being featured in media as well as earning a sterling reputation amongst his peers. Preet applies a wealth of knowledge gained in the field as an advisor in years past, as well as a keynote speaker, author, entrepreneur, and aspiring doctoral of business administration candidate. We discuss the dynamics of how financial advice was engaged amongst the parental generation, how that advice has changed with the financial landscape, the impending intergenerational wealth transfer, and the different types of advice available to Canadians, and who might be better suited for each type.  ------------------ Be a part of the pod: inyourpodcket@gmail.com Website: www.inyourpodcket.com #yeahbut: www.inyourpodcket.com/yeah-but Social: @inyourpodcket ------------------ Choice website: www.choicegroups.ca Follow on social: @choicegroups ------------------ Mackie website: www.mackierealestate.ca Follow on social: @mackie_real_estate ------------------ Connect with Preet: @preetbanerjee ------------------ Music: https://www.purple-planet.com

11 Aug 2021 - 50 min
episode 10: Integrating high performance and the pursuit of personal enlightenment with Sean Foley artwork

10: Integrating high performance and the pursuit of personal enlightenment with Sean Foley

Welcome to the in your PODcket podcast, brought to you by Choice Asset Groups [https://www.choicegroups.ca/] and Mackie Real Estate [https://www.mackierealestate.ca/]. Sean Foley is a world-renowned golf instructor, trusted by the best players on the planet— past, present and future. Easily one of the most interesting and captivating personalities in golf, Sean gives us insight as to what his path in life has entailed, to date, and how he approaches living his life and his philosophies surrounding intrinsic understanding. ------------------ Be a part of the pod: inyourpodcket@gmail.com Website: www.inyourpodcket.com #yeahbut: www.inyourpodcket.com/yeah-but Social: @inyourpodcket ------------------ Choice website: www.choicegroups.ca Follow on social: @choicegroups ------------------ Mackie website: www.mackierealestate.ca Follow on social: @mackie_real_estate ------------------ Connect with Sean: @seanfoleyperformance ------------------ Music: https://www.purple-planet.com

28 Jul 2021 - 47 min
episode 9: Loss of a parent through a child's eyes with former NLL player Mitch McMichael artwork

9: Loss of a parent through a child's eyes with former NLL player Mitch McMichael

Welcome to the in your PODcket podcast, presented by Choice Asset Groups [https://www.choicegroups.ca] and Mackie Real Estate [https://www.mackierealestate.ca/]. Chances are, a lot of who you are is associated with those who raised you— if you’re like majority of Canadians, those people are your parents. Who might you be if one of those people couldn’t be there for you? This has, is, and will continue to be the unfortunate reality for some, so long as there’s life on this planet. While loss shapes us to take different forms, the fact remains that we are malleable, and resilient. We were always bound to assume different forms in our own pursuit of success— a term my former mentor refers to as being an ‘inside job’. Mitch McMichael know this intimately. He lost his father at a young age after battling leukaemia. Mitch shares his experiences going through various life milestones; providing those who have walked in footprints similar to his, perhaps a different perspective, while providing essentially an open letter for parents and children, alike, who haven’t yet encountered this type of grief. ------------------ Be a part of the pod: inyourpodcket@gmail.com Visit the in your PODcket website [https://www.inyourpodcket.com] Learn about the #yeahbut initiative [https://www.inyourpodcket.com/yeah-but] Follow on social: @inyourpodcket ------------------ Visit Choice Asset Groups website [https://www.choicegroups.ca] Follow on social: @choicegroups ------------------ Visit Mackie Real Estate website [https://www.mackierealestate.ca/] Follow on social: @mackie_real_estate ------------------ Connect with Mitch: mitch.mcmichael@gmail.com ------------------ Music: https://www.purple-planet.com

30 Jun 2021 - 49 min
episode 8: Capacity issues from crypto to fido with Erin Bury artwork

8: Capacity issues from crypto to fido with Erin Bury

Welcome to the in your PODcket podcast, presented by Choice Asset Groups [https://www.choicegroups.ca/] and Mackie Real Estate [https://www.mackierealestate.ca/]. The name George Cecil Harris probably doesn't mean a lot to those listening; however, he represents Canada’s most famous example of a will. George’s story was an unfortunate one. While working on his Saskatchewan farm, he became pinned underneath his tractor. For 10 hours. During that time, he carved into the tractors fender ‘in case I die in this mess, I leave everything to my wife.’ He eventually made it to the hospital after neighbours found him, but it was too late and he ultimately succumbed to his injuries. The fender was eventually found and presented in court, where a judge deemed his will— known as a holographic will— to be valid. This week’s guest is someone that knows a thing or two about wills and with that I invite you to join us as we look to start a dialogue for you to continue in the walls of your own home and gain a better understanding of the impact a little planning can create. I hope you enjoy me chat with this weeks guest, Willful CEO, Erin Bury. ------------------ Be a part of the pod: inyourpodcket@gmail.com Visit the in your PODcket website [https://www.inyourpodcket.com] Learn about the #yeahbut initiative [https://www.inyourpodcket.com/yeah-but] Follow in your PODcket on Twitter [https://twitter.com/inyourPODcket] Follow in your PODcket on Instagram [https://www.instagram.com/inyourpodcket/] ------------------ Visit Choice Asset Groups website [https://www.choicegroups.ca] Visit Choice Asset Groups on Facebook [https://www.facebook.com/ChoiceGroups] Visit Choice Asset Groups on Instagram [https://www.instagram.com/choicegroups/] ------------------ Visit Mackie Real Estate website [http://www.mackierealestate.ca/] Visit Mackie Real Estate on Instagram [https://www.instagram.com/mackie_real_estate/] ------------------ Follow Erin on Twitter [https://twitter.com/erinbury] Follow Erin on Instagram [https://www.instagram.com/erinbury/] Follow Willful on Twitter [https://twitter.com/WillfulWills] Follow Willful on Instagram [https://www.instagram.com/willfulwills/] ------------------ Music: https://www.purple-planet.com

16 Jun 2021 - 39 min
episode 7: The #yeahbut narrative in golf with LPGA Tour player Marina Alex artwork

7: The #yeahbut narrative in golf with LPGA Tour player Marina Alex

Welcome to the in your PODcket podcast, presented by Choice Asset Groups [https://www.choicegroups.ca/] and Mackie Real Estate [https://www.mackierealestate.ca/]. There are a lot of people listening now who will not know who Marina Alex is. Frankly, this doesn’t surprise me. Not because what she has accomplished isn’t worth knowing— which, in this instance, is hardly the case— rather, it’s because the feats of females— no matter how significant— in sport have historically taken a back seat to their male counterparts. As a golfer, I’m lead to think of Tiger Woods before Annika Sorenstam, Wayne Gretzky before Hayley Wickenheiser, and Federer, Nadal and Djokovic before Serena Williams, just to name a few. I’m convinced that the most powerful moment in sport is when an athlete becomes humanized by their fans. Seeing them up close for the first time, maybe even being acknowledged by them. While social media has allowed athletes to engage fans away from their competitive environments, nothing compares to the intimate access that is given to patrons supporting women’s athletics, yet interest in their sport continues to wain. And much to the dismay of those who have played the same sport. As you listen to Marina, I encourage you to take it in much like a husband, father, brother, or adoring fan would because this issue has plagued not just players on the LPGA Tour, but female athletes, in general. She talks about the wedge that is only being driven deeper between the men’s and the women’s game, on the professional level, the yearning for equal recognition, the need for there to be more creative outlets for access in watching tournament coverage to coincide with modern entertainment, and in a manner that places them alongside their male peers. Marina gives a players account of the state of the women’s game, offering insight that very few get to actually hear. With that, I hope you enjoy my chat with LPGA star, Marina Alex. ------------------ Be a part of the pod: inyourpodcket@gmail.com Visit the in your PODcket website [https://www.inyourpodcket.com/] Learn about the #yeahbut initiative [https://www.inyourpodcket.com/yeah-but] Follow in your PODcket on Twitter [https://twitter.com/inyourPODcket] Follow in your PODcket on Instagram [https://www.instagram.com/inyourpodcket/] ------------------ Visit Choice Asset Groups website [https://www.choicegroups.ca/] Visit Choice Asset Groups on Facebook [https://www.facebook.com/ChoiceGroups] Visit Choice Asset Groups on Instagram [https://www.instagram.com/choicegroups/] ------------------ Visit Mackie Real Estate website [//www.mackierealestate.ca] Visit Mackie Real Estate on Instagram [https://www.instagram.com/mackie_real_estate/] ------------------ Follow Marina on Twitter [https://twitter.com/Marina_Deee] Follow Marina on Instagram [https://www.instagram.com/marinaaadee/] ------------------ Music: https://www.purple-planet.com ------------------

2 Jun 2021 - 37 min
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