The Financial Long Game
by Shelly Appleton-Benko
Latest episode
The Parlay Problem: Are You Investing or Just Placing Bets?
The Parlay Problem: Are You Investing or Just Placing Bets?
About this podcast
Are you ready to gain the knowledge and confidence to help navigate the complexities of your personal finances? Join host, Shelly Appleton-Benko, Vice President, Director and Senior Wealth Manager, Odlum Brown Limited for the Financial Long Game Podcast
Whether you're a seasoned investor or just starting on your financial journey, this podcast unravels the secrets of wealth-building and provides insights, interviews, and expert advice to help you play the long game and secure your financial future.
To learn more about Shelly Appleton-Benko and Odlum Brown, or to be considered as a guest in a future episode, or to read our full disclaimer, visit odlumbrown.com/FinancialLongGame. Odlum Brown is a Member of the Canadian Investor Protection Fund.
Episodes
The newest 20 of 70 episodes
- The Parlay Problem: Are You Investing or Just Placing Bets? · 24 min · Season 6 Episode 4Sports betting is everywhere, and the line between investing and gambling keeps getting blurrier. Host Shelly Appleton-Benko and teammates Kevin Fabian and Mitch Thompson explain…
- Trust Issues: Testamentary Trusts, Inheritance & Family Legacy · 28 min · Season 6 Episode 3What happens when leaving your children an inheritance isn’t as simple as writing a cheque? In this episode, Shelly Appleton-Benko sits down with estate-planning lawyer Raphael…
- Trust Issues: Alter Ego — Why Plan Now? · 22 min · Season 6 Episode 2Could an Alter Ego Trust help you protect your wealth, avoid probate and plan for the future—while keeping control during your lifetime? In Episode 2 of Trust Issues, Shelly…
- Trust Issues: Who’s Really in Control? · 36 min · Season 6 Episode 1Think trusts are only for wealthy people? Think again. Could a trust be right for you or your family? Shelly Appleton-Benko sits down with Naz Khodarahmi, Wills and Estates…
- Women & Wealth Series – Part 3 · 20 min · Season 5 Episode 12The last in our three-part series, Shelly Appleton-Benko, Lauren Shewfelt and Faith Benko discuss the importance of the client-advisor relationship. We'll explore why regular…
- Women & Wealth Series – Part 2 · 29 min · Season 5 Episode 11In the second episode of the Women & Wealth Series, Shelly, Lauren, and Faith break down the specifics of your financial journey by exploring the different account types and…
- Women & Wealth Series – Part 1 · 16 min · Season 5 Episode 10In the first episode of the Women & Wealth Series, Shelly, Lauren and Faith discuss the importance of where to start your financial journey and how to build financial confidence…
- Before the Big Day: The Conversations Every Couple Needs · 19 min · Season 5 Episode 9Before the wedding day arrives, there are important financial and legal conversations every couple should be having. In this episode, we’re joined by family lawyer and founder of…
- Trim the Roses, Not Just the Weeds · 10 min · Season 5 Episode 8In this episode, Shelly Appleton-Benko and Lauren Shewfelt unpack one of the most overlooked aspects of investing: trimming your winners. While it may feel counterintuitive, your…
- Simon Says: Retirement Isn’t an Age · 19 min · Season 5 Episode 7In this episode, Shelly Appleton-Benko and Tax and Estate Planner Simon Leon discuss the real definition of retirement. Rather than being defined by age, retirement is a shift in…
- The “Master’s” Class in Investing with Steven Zicherman · 18 min · Season 5 Episode 6What does it take to earn a green jacket or build lasting wealth? In this episode, we draw parallels between golf strategy and long-term investing. From navigating bunkers to…
- A New Era of Financial Fraud with Neumann Lim · 23 min · Season 5 Episode 5As artificial intelligence continues to evolve, so do the tactics used by cybercriminals. From deepfakes to increasingly sophisticated digital scams, the financial fraud…
- Human vs. AI Financial Advice · 29 min · Season 5 Episode 4Before you ask AI about your finances… listen to this. AI can auto-generate a portfolio in seconds – but can it understand your life, your fears, and your financial future? In…
- The First Swing: Entrepreneurship, Resilience and Building a Business One Shot at a Time · 25 min · Season 5 Episode 3PGA pro and serial entrepreneur Matt Palsenbarg joins The Financial Long Game to share how discipline, resilience and smart decision‑making shape long‑term success — in business…
- Love, Money & Red Flags · 17 min · Season 5 Episode 2This week's episode explores why clear and confident financial choices are essential both individually and within a relationship. We break down the personal habits, beliefs and…
- The Cost of Waiting · 12 min · Season 5 Episode 1Most people don’t procrastinate with their finances because they don’t care – they wait because they’re unsure. In this episode of The Financial Long Game, your host Shelly…
- Chasing the Dream with Mary Parsons · 27 min · Season 4 Episode 9Chasing a dream means more than ambition – it’s about what it really takes to pursue passion at the highest level. This episode explores how financial realities intertwine with…
- Branching Out: Smart Incorporation Strategies · 25 min · Season 4 Episode 8Salary, dividends, CDA – incorporation isn’t just paperwork, it’s a strategy. Ready to unlock it? In this episode, CPA Denise Wong explains how to pay yourself, tap into tax free…
- Legacy in Action: Craig Kielburger’s Journey of Purpose · 32 min · Season 4 Episode 7NYT bestselling author and legacy architect Craig Kielburger reveals the lessons behind a lifetime of service—from launching a movement at 12 to partnering with Martin Luther…
- Legacy by Design: The Modern Approach to Wills and Estate Planning · 33 min · Season 4 Episode 6No will? You’re not alone — but you are taking a risk. In this week’s episode of The Financial Long Game, Shelly Appleton-Benko and Aleksandra Mihailovic from KSW Lawyers break…
