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Latest episodes

Season Two, Episode Seven

Selecting the right entity for your business

Thinking about starting your own business? One of the first things to consider is what form of business structure best suits your interests. CIBC US Senior Wealth Strategists, Ryan Coulson and Halsey Schreier, walk through the features and benefits of sole proprietorships, partnerships, corporations and limited liability companies (LLC).

Listen Now15 minutes

Season Two, Episode Six

Planning for Retirement with Roth Conversions

Converting traditional IRAs into Roth IRAs is a popular topic for people of all ages. Ryan and Halsey discuss how this move may eliminate taxes when you withdraw your retirement savings.

Listen Now14 minutes

Season Two, Episode Five

Legislation Lesson: Tax Law Changes

An administration change typically leads to a change in our nation's tax laws. But the legislative process for this is complex, and may lead to less sweeping changes than expected. Ryan and Halsey explore this process together and discuss what to look out for when it comes to your personal finances.

Listen Now12 minutes

Season Two, Episode Four

Clearing Up Cryptocurrency

In the past year, cryptocurrency has been all the buzz. But what exactly is it?

Listen Now13 minutes

Season Two, Episode Three

The 2020 Impact on
ESG Investing

As the Covid-19 pandemic seems to be in its final phase, the world in its wake is a much different place. How will this affect our investments moving forward? ESG factors are helping companies adapt to a tumultuous year. Environmental and health-conscious business models are the new norm, and diversity in leadership and representation has begun to dominate corporate priorities.

Listen Now19 minutes

Season Two, Episode Two

Active Investing, Passive Investing and
Choosing Your Money Manager

When investing, you want your money to grow. Active management and passive management are two distinct options available to you as an investor. We discuss some of the options available to you.

Listen Now13 minutes

Season Two, Episode One

Income Taxes–It Pays to Plan Ahead

When it comes to taxes, it pays to plan ahead. Don’t wait until the end of the year to start thinking about your income tax. You have the potential to save big on your tax bill by understanding what your tax situation is likely to be ahead of time and identifying strategies for deductions.

Listen Now26 minutes

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