EP307 Canadian Investing Habits with David O'Leary

Young Money with Tracey Bissett

Curious about making smart investment choices and understanding the current economic climate in Canada? Tune in to this episode with David O’Leary, chartered financial analyst, wealth management expert, and the founder and principal of Kind Wealth. With a wealth of experience behind him and a commitment to independence and transparency, he’ll take you through the intricacies of investing and financial planning.

Listen in as David shares his insights on a range of topics, including the impact of inflation on investing among Canadians, changes in risk tolerance, and the links between investing and personal values. We also discuss the difference between financial planning and investment management, practical tips for successful self-directed investing, and how David overcame his own financial challenges.

“There’s no bravery without fear.” - David O’Leary

This Week on Young Money:

• What a day in David’s life looks like.
• The core themes and success factors in David’s career journey so far.
• The financial challenge David faced and how he overcame it.
• How the rate of inflation has affected investing among Canadians.
• What risk tolerance is and how it has changed for Canadians with the rate of inflation.
• The links between investing and the values that people hold.
• Success tips for investing (including self-directed investing).
• The difference between financial planning and financial advising.

Key takeaways:

1. Learn from others.
2. Don’t fear fear.
3. Be honest.
4. Educate yourself.
5. Investing is simple but not easy.
6. There is no shame with working with professionals.

Connect with David O’Leary:

• Website
• Kind Wealth
• LinkedIn
• Twitter
• Instagram

Connect with Wealth Rocket:

• Website
• Twitter
• Instagram
• LinkedIn

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