DiscoverMOSTLY MONEY with Preet Banerjee
MOSTLY MONEY with Preet Banerjee
Claim Ownership

MOSTLY MONEY with Preet Banerjee

Author: Preet Banerjee

Subscribed: 501Played: 3,208


Mostly Money is a personal finance, business, and entrepreneurship podcast.

It's a light hearted look into all things money related (and sometimes beyond). From personal investing, starting a business, marketing, management and more, there are interviews, jokes, education, and no intimidation.

It's mostly about money, but sometimes things get off topic. Like fast cars, fatty foods, movies, science, and more. Basically it'll cover whatever random thoughts are going through Preet's head.

This podcast is rated R for occasional foul language and as a pre-emptive warning to those with pickles up their ass.
34 Episodes
The most requested guest on Mostly Money is back to share what he's been seeing in real estate around Canada. Ben provides a quick survey from coast to coast on local real estate markets, looks beneath the headlines on the overall economy, and does a great pirate impersonation. You can follow Ben on twitter at @BenRabidoux and you can learn more about his company North Cove Advisors at
John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. You can learn more about John and his book at
Sol Amos is the founder of, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)
I had a good friend of mine join me on the podcast in this episode. Jamie Mason Cohen is a certified grapho-therapist and leadership strategist whose TEDx talk on how to spot a leader through their handwriting has been viewed more than 1.6 million times.He previously worked at Saturday Night Live and now is an accomplished keynote speaker and workshop facilitator on leadership. In the show he explains the basics of handwriting analysis and even analyses my chicken scratch as an example. 
I speak with David Bach about his latest book, The Latte Factor. There are some people who might think that The Latte Factor is about giving up coffee, but it is not. The book is an engaging parable about the financial awakening of a young woman in New York City who learns the timeless rules about money, and priceless rules about living the life she wants and could have if she's willing to take some risk. Not only in her portfolio, but in her life choices as well. It's an enjoyable read and this book is sure to spur many people onto the path of saving more money. You can purchase a copy of the book here: (Affiliate link)
In this episode, I spoke to Dr. Liane Davey about how conflict should be embraced, not avoided, as long as you do it the right way. There are myriad avenues in work and life where this can be applied, but we speak directly about productive conflict with your financial advisor (and vice versa: with your clients if you are are a financial advisor). Liane Davey is a New York Times Bestselling author, keynote speaker, consultant, and regular contributor to Harvard Business Review for her expertise on increasing productivity, enhancing engagement, developing leaders, and as one client put it, “dealing with the damn drama!”"Conflict is unpleasant, but the more you try to avoid it, the worse it becomes. Eventually, unresolved conflict stalls productivity, erodes trust, and causes stress." - Liane Davey
As a follow up to the episode of The Agenda with Steve Paikin talking about the upside-down world of financial planning for low-income Canadians, I had John Stapleton on the podcast to discuss it in more detail. John has been a tireless advocate for getting the word out on this complex issue and was the person who first brought it to my attention many years ago. 
The team from Passiv joined me to explain their DIY helper service for investors. They have two levels of service: 1. A free service that tells you what trades you need to execute on your own, or 2. A premium service for $5/month that will allocate new cash and rebalance your portfolio according to parameters you set. This model could eat a lot of robo-advisors' lunch. You can learn more at
The methods of payment we use can influence how much we spend and how we ultimately feel about our purchases. One of the world's leading experts in this area, Profession Avni Shah, joins me to discuss some of her research in this area. Not only do we discuss day to day implications for people, but we also chat about how the "pain of payment" is related to the financial services, and how embedded compensation, fee-based compensation, and fee-for-service compensation models affect how people feel about the advice provided.  
Melissa Leong is a personal finance writer, keynote speaker, on-air personality and bestselling author. She appears on CTV’s The Social as its resident money expert and was a staff reporter at the Financial Post. She joins me on the podcast to talk about her brand new book, Happy Go Money: Spend Smart, Save Right and Enjoy LifeBuy the book here: (This is an Amazon affiliate link)
Comments (1)

Rakesh Krishna

i also get surprised when people say how good crown royal is. may be not my taste..

May 12th
Download from Google Play
Download from App Store