Money Mindset Mastery

By Jim Lao and Ryan Genoe TvH CacheFlo Solutions

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: How To

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 2
Reviews: 0
Episodes: 105

Description

Money Mindset Mastery is a Canadian personal finance podcast hosted by Jim Lao and Ryan Genoe. We blend behavioural finance with practical cash‑flow planning so Canadians can budget better, crush debt, invest smarter, and optimize taxes under CRA rules. Episodes cover RRSP/TFSA/RRIF, CPP/OAS, pensions, annuities, decumulation, tax‑efficient withdrawals, RESP/FHSA, mortgages, retirement income planning, and insurance: life, disability, critical illness, long‑term care. #PersonalFinancePodcast #MoneyMindset #WealthBuilding #InvestingForBeginners #BudgetingTips #FinancialFreedom #DebtPayoffStrat

Episode Date
Mindset Matters: How Canadians Can Shop Smart This Holiday Season
Dec 01, 2025
Navigating Wealth: Portfolio Innovation with Jay Bhutani of Raintree Wealth Management
Nov 17, 2025
Navigating Pension Shortfalls: What You Need to Know
Nov 04, 2025
Unlocking Generational Wealth: The Children's Life Insurance Strategy
Oct 22, 2025
Tax Planning Secrets: Keep More of What You Earn
Oct 08, 2025
The Hidden Costs of Travel Insurance
Sep 23, 2025
Jim's Personal Story - The Crucial Role of Powers of Attorney
Sep 16, 2025
Smart Money Moves for Fall 2025
Sep 12, 2025
Preserving Family Harmony Through Thoughtful Estate Planning: Jack and Lorraine’s Journey
Sep 06, 2025
The Hidden Cost of Probate
Jul 31, 2025
Is it time to go Fixed. Hint: Maybe not quite yet.
Jul 29, 2025
Is Cash Damning Your Next Wealth Engine?
Jul 22, 2025
The Truth Behind Banking Practices
Jul 14, 2025
From Farm Roots to Financial Future
Jul 07, 2025
Navigating Tariffs and Financial Advice
Jul 02, 2025
Navigating Retirement Tax Traps
Jun 24, 2025
Unlocking Wealth with Your Mortgage
Jun 09, 2025
Emotional Spending: A Wealth Killer
Jun 02, 2025
The True Cost of Being Mortgage Free
May 20, 2025
Secrets of the Wealthy: How They Keep Getting Richer
May 12, 2025
Unlocking the Secrets of Segregated Funds
May 05, 2025
Tax Fairness for Single Seniors: A Call to Action
Apr 29, 2025
Mastering Money Talks: A Guide for Couples
Apr 22, 2025
Trump, Tariffs and Retirement
Apr 15, 2025
Planning for a Purpose-Driven Retirement
Apr 07, 2025
Emotional Investing: Staying Calm in Turbulent Times
Apr 03, 2025
Protect Your Finances: Top Fraud Prevention Tips
Mar 25, 2025
The Hidden Psychology Behind Your Money Choices: Insights from Experts
Mar 11, 2025
Term vs Permanent Insurance: What You Need to Know
Mar 04, 2025
Understanding the Risks of Mortgage Life Insurance
Feb 25, 2025
The Mental Health Challenge of Retirement
Feb 18, 2025
Identifying True Financial Professionals: What to Look For
Feb 11, 2025
Navigating Financial Concerns for 2025
Feb 04, 2025
Navigating the Hidden Costs of Retirement
Jan 28, 2025
Navigating Health Challenges: A Personal Story
Jan 21, 2025
Achieving Financial Goals: A Comprehensive Guide
Jan 15, 2025
Building Resilience in Children: Insights from a Life Coach
Dec 17, 2024
Navigating the S&P 500: Risks and Rewards
Dec 09, 2024
Holiday Spending Secrets: Stay Joyful and Financially Healthy This Festive Season
Dec 02, 2024
Mortgage Agent vs. Bank: How to Navigate the Mortgage Maze with Expert Insights from Josh Brooks
Nov 28, 2024
Retail vs. High Net Worth Wealth Management: Strategic Differences for Financial Success
Nov 19, 2024
Navigating Expropriation: Understanding the Impact on Pape Avenue Homeowners
Nov 12, 2024
Breaking the Silence on Money: Embracing Financial Vulnerability for Growth and Connection
Nov 04, 2024
Mastering the Digital Landscape: Unlocking Success with Online Marketing Expert Ashley Avis
Oct 28, 2024
Starting Fresh: Financial Planning After Divorce with Chantal McCollum
Oct 21, 2024
Empowering Choices: Navigating Independence and Dignity in Today’s World with MyDignity and Mobility Solutions Now
Oct 15, 2024
Mastering Your Mindset: Be. Do. Have. with Jamie Purvis
Oct 07, 2024
Navigating Real Estate Investing in Current Rate Environment
Oct 01, 2024
A Fresh Take on a Retirement Income-Generating Machine That Almost No One Likes
Sep 25, 2024
Navigating Sequence of Return Risk: The Key to a Secure Retirement
Sep 19, 2024
Maximizing Your Retirement: Exploring IPPs and RCAs
Sep 12, 2024
Building the Future: Financial Literacy for Kids
Sep 05, 2024
Why You Need a Financial Plan—More Than Just Investments
Aug 27, 2024
The Art of Financial Goal Setting: A Humorous and Educational Guide
Jul 31, 2024
Financial Advice in the Age of Social Media and Misleading Questions
Jul 24, 2024
Active vs. Passive Investing: Finding Your Perfect Fit
Jul 18, 2024
Life Insurance Lifelines: Navigating Death Benefits and Family Support
Jul 11, 2024
How to Maximize Your Investment Returns
Jul 02, 2024
Navigating Wealth: Jay Bhutani on Risk, Diversification, and Global Investing
Jun 13, 2024
Jim's Open Heart Surgery - An Update
May 23, 2024
Maximizing Profits in Hardscape and Renovation
May 02, 2024
A Four-Step Master Plan to Overcoming Financial Stress
Apr 04, 2024
Don't Sit on the Sidelines: The Impact of Hoarding Cash on Canadian Retirements
Mar 29, 2024
Unveiling the Launch of TvH Wealth and the Future of Finance with Denis Bisson
Mar 07, 2024
Meet Your Mortgage Ally: Josh Brooks Unveiled
Feb 26, 2024
Overcoming Behavioral Biases: Unlocking Retirement Success
Feb 09, 2024
Exploring Reverse Mortgages Unveiling Financial Flexibility with Jon Sowerby
Jan 26, 2024
Mastering Your Money: The Power of Behavioral Cash Flow Planning
Jan 10, 2024
Mastering Holiday Spending: Smart Strategies from Suzanne Yar Khan's Blog
Dec 12, 2023
Decoding 2023: Interest Rates, Real Estate, and Inflation
Dec 03, 2023
The Truth About Budgeting: How Behavioral Cash Flow Planning Can Help You Achieve Financial Freedom
Nov 08, 2023
How to Avoid 3 Debt Traps
Oct 18, 2023
Introducing TvH CacheFlo Solutions: Mastering Your Money Mindset with Behavioral Cash Flow Planning
Oct 05, 2023
"Turbocharge Your Wealth: The Portfolio Review Power Play!"
Sep 21, 2023
Achieving Financial Independence: Steps to Break Free from Financial Stress
Aug 17, 2023
Legacy Unlocked: Navigating Estate Planning for Harmony & Prosperity
Jul 27, 2023
Money Matters Unveiled: The Tortoise and Hare Financial Podcast Takes on Canadian Financial Stress!
Jul 13, 2023
Why Some People Struggle With Retirement
Jun 15, 2023
Money decisions that will leave you full of regret – and maybe even divorced
May 24, 2023
The Power of Perspective: How Seeing Things Differently Can Improve Your Finances
May 10, 2023
Protecting Yourself from Real Estate Scams in Ontario: Insights from a Real Estate Lawyer
Apr 17, 2023
Life at 50: Jim Lao's Reflections on Aging and Recovery
Mar 31, 2023
Mobility and Independence: Improving Lives with Michel Tordjman from Mobility for Life
Mar 07, 2023
20 Reasons to Delay Your Retirement
Feb 04, 2023
TvH Financial Q1 Market Update - 2022
Apr 21, 2022
The History of TvH with Special Guest Jon Sowerby
Sep 23, 2021
Spring Cleaning - Declutter Your Financial Life
Apr 23, 2021
Why a Doctor Invented Critical Illness Insurance
Feb 17, 2021
TvH Financial Market Update February 2021
Feb 16, 2021
2020 Market Recap - By Jim Lao TvH Financial Inc.
Jan 11, 2021
If anything should happen to me…. - Jim Lao
Nov 26, 2020
What Would it Be Like to Have a Million Dollars
Nov 14, 2020
Survey Reveals Millionaire Investor's Mistakes
Nov 10, 2020
30 days to a more financially secure future.
Oct 25, 2020
7 Ways You Throw Away Money Every Day
Oct 15, 2020
The Seasons of Life
Oct 04, 2020
Life Lessons Learned from Facing Death - By Jim Lao
Aug 03, 2020
Why purpose is key to a happy retirement
Jul 27, 2020
Becoming Financially Prepared in an Uncertain World - Ben Rovee
Jul 19, 2020
Recovering From Open Heart Surgery
Jul 09, 2020
He Held My Heart in His Hands! - The Day of My Surgery - Jim Lao
Jun 30, 2020
COVID-19 Mortgage Update: A summary of the last 90 days featuring Jon Sowerby
Jun 24, 2020
My Critical Illness Diagnosis - By Jim Lao
Jun 16, 2020
My Critical Illness Story - Leading up to the diagnosis - By Jim Lao
Jun 09, 2020
Introducing Tortoise and the Hare Financial Podcast
Jun 02, 2020