Episode #32 is out now! Our guest this episode is Leanne Kaufman — President and CEO of RBC Royal Trust, the division of RBC that helps Canadians with estate, trust and incapacity planning/professional administration. Leanne is a lawyer by training and is extremely knowledgeable about all things estate planning in Canada.

In this conversation, Dave and Leanne dive deep into the fundamentals of estate planning — why every Canadian needs a will, the real cost of getting one and what qualities make for an ideal executor. They explore tricky questions like whether you should choose a family member as your executor, if co-executors are ever a good idea and why keeping a “When I Die” binder can spare your loved ones a world of stress.

From corporate executors to cottages (and the conflict they often create) to the risks of joint ownership and the scenarios where trusts actually make sense, this episode covers the most common estate-planning pitfalls Canadians face—and how to avoid them.

Whether you’re creating your first will or updating your entire estate plan, this episode is packed with practical advice, clear explanations and guidance every Canadian should hear.

Show Notes

(00:00) Intro & Disclaimer

(00:55) Intro to Leanne Kaufman

(02:34) Why Everyone Needs a Will

(05:01) How Much Does it Cost to Get a Will?

(07:29) What Qualities Does an Ideal Executor Have?

(13:28) Should You Choose a Family Member as Your Executor?

(15:46) Co-Executors: Yay or Nay?

(18:06) The Importance of a “When I Die” Binder

(20:33) Should You Keep Old Wills?

(22:05) What is a Power of Attorney?

(26:52) Why Dave Doesn’t Like Co-Powers of Attorney for Personal Care

(28:39) When Do POAs Take Effect?

(30:56) Name Alternate Executors & POAs

(32:41) How to Make Sure Your POA Will Be Accepted

(34:46) Corporate Executors

(40:50) Cottages and Family Conflict

(44:26) Use Cases for Trusts

(47:28) The Dangers of Joint Ownership in Estate Planning

(50:39) Estate Planning is a Holistic Exercise

(54:00) Conclusion

Our guest this episode is Andrew Hallam—bestselling author of “Millionaire Teacher,” “Millionaire Expat” and “Balance.”

Andrew’s journey into personal finance started in an unlikely place: at 19 years old, he met a millionaire mechanic who taught him that building wealth isn’t about earning a high salary — it’s about making your money work harder than you do. Since then, Andrew has become one of the most respected voices in financial literacy, known for his practical and globally minded approach to investing and life.

In this conversation, Dave and Andrew discuss everything from the timeless principles of index investing and global diversification to the rise of robo-advisors and the pros and cons of real estate investing. Andrew also opens up about his nomadic lifestyle and shares lessons from his book Balance — on finding happiness, health, and purpose beyond the pursuit of money.

It’s an inspiring and insightful episode for anyone looking to build wealth and a better life.

Show Notes

(00:00) Intro & Disclaimer

(00:55) Intro to Andrew Hallam

(01:30) How Andrew First Learned About Finance

(03:13) How a Teacher Became a Bestselling Personal-Finance Author

(11:59) How one Key Review Led to Massive Sales

(15:16) Does the Millionaire Teacher Still Believe in Index Investing?

(17:57) All-in-One Asset-Allocation ETFs

(19:27) Chasing Active Outperformance

(23:27) Robo-Advisors vs. Asset-Allocation ETFs

(25:48) The Importance of Global Diversification

(29:29) Real Estate Investing

(32:23) Andrew’s Nomadic Lifestyle

(36:26) Finding Balance in Life

(42:17) What Changes Are Needed to The Financial Industry?

(47:28) Conclusion

SPECIAL EPISODE: To commemorate the launch of the fully updated “The Wealthy Barber,” we’re doing a very special episode this week where Dave is the guest on his own podcast!

We brought back fan favourite and financial-educator extraordinaire, Preet Banerjee, to host the conversation and turn the tables on Dave. Together, they dive into the stories behind “The Wealthy Barber” — from why Dave first wrote the book and how it was tested, to his early days shipping copies with his mom and the moment he realized his life was about to change forever.

They also touch on his time on “Dragons’ Den,” the pressure (and fun) of updating the book for a new generation, the behind-the-scenes team that helped make it happen, and even a few lighter topics — like Dave’s love of A&W, black nibs and eating every meal out.

It’s a funny, nostalgic and inspiring look at one of Canada’s most beloved financial voices and the incredible journey behind one of the bestselling books in Canadian history.

Show Notes

(00:00) Intro & Disclaimer

(00:55) A Special Episode

(03:23) Why Dave Wrote the Original “The Wealthy Barber”

(06:11) How Important Testing is For Dave’s Books

(10:32) Dave’s Goal Was to Sell 10,000 Copies

(12:31) Dave’s Life in 1989

(14:15) Dave and His Mom Fulfilled Orders at First

(17:49) When Dave Realized His Life Was Going to Change Forever

(20:52) Becoming a Reluctant Publishing Consultant

(24:16) Dragons’ Den

(30:16) The Pressure of Updating “The Wealthy Barber”

(33:19) Preet’s Review of the New Book

(35:57) The Team Behind The Wealthy Barber Podcast and Socials

(39:30) Who is The Wealthy Barber’s Barber?

(40:25) Benefitting From Having Kids in the Book’s Target Market

(41:38) Dave Eats Every Meal Out

(45:36) Dave’s Love of A&W and Black Nibs

(47:11) A Day in the Life of The Wealthy Barber

(48:27) Who is the Updated “The Wealthy Barber” For?

(51:55) Conclusion