Behind the Advice
By The Globe and Mail
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Category: Investing
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Episodes: 28
Description
There’s no one-size-fits-all when it comes to financial advice. It’s as varied and individual as the people giving it. Welcome to Behind The Advice, a new podcast from The Globe and Mail. Join Globe Advisor reporter Brenda Bouw as she speaks with a wide variety of financial advisors across the country, digging into their personal relationships with money, the most important lessons learned over the years, and how their experiences shape the advice they give clients today.
| Episode | Date |
|---|---|
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How Rona Birenbaum overcame her fear of spending
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Jun 24, 2026 |
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How gold shaped Zainab Williams’ understanding of money and wealth
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Jun 17, 2026 |
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Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room
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Jun 10, 2026 |
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Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner
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Jun 03, 2026 |
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Herman Chan on the benefits and challenges of going independent
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May 27, 2026 |
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How Elke Rubach helps families avoid financial trauma
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May 20, 2026 |
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Coming soon: Season four of Behind the Advice
|
May 13, 2026 |
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From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor
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Mar 18, 2026 |
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Why switching to advice-only was the best career move Lori Curtiss ever made
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Mar 11, 2026 |
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What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
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Mar 04, 2026 |
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Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
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Feb 25, 2026 |
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How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
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Feb 18, 2026 |
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Why Lin Sok thinks more advisors should be working independently
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Feb 11, 2026 |
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Coming soon: Season three of Behind the Advice
|
Feb 05, 2026 |
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How Julia Chung went from being a single teenage mother to a financial advisor
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Jul 23, 2025 |
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Why Bo Banner left the CFL for a career as an advisor
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Jul 16, 2025 |
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Why Samantha Sykes thinks we should be worried about the rise of finfluencers
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Jul 09, 2025 |
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Why Maili Wong left a high-profile job on Wall Street for a career as an advisor
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Jul 02, 2025 |
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From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective
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Jun 25, 2025 |
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John De Goey is questioning long-held beliefs within the financial services industry
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Jun 18, 2025 |
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Coming soon: Season two of Behind The Advice
|
Jun 11, 2025 |
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How life as an Olympic sprinter prepared Adrienne Power for a career in financial planning
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Dec 05, 2024 |
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How advisor Ivan Arturo turned a telecom sales job into a career in financial planning
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Nov 21, 2024 |
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How Kent Manderville went from NHL journeyman to advising pro hockey players
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Nov 07, 2024 |
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How growing up with a ‘scarcity mindset’ shaped Tiffany Harding’s advisor philosophy
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Oct 24, 2024 |
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How Xin Lou went from crypto entrepreneur to wealth planner
|
Oct 10, 2024 |
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How Jackie Porter’s childhood struggles influenced her money mindset
|
Sep 26, 2024 |
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Coming Soon: Behind The Advice
|
Sep 20, 2024 |