Explore every episode of the podcast Philotimo Wealth Management

In this episode of The Financial Rundown (shot on Feb 10, 2025), CJ breaks down the urgent RRSPs and the major impact of new US tariffs that could affect your wallet in 2024!

• RRSP Deadline Alert: Everything you need to know about contributions, limits, and who should (or shouldn't) contribute before the March 3rd deadline.
• US Tariffs Explained: Breaking down the new 25% tariff on Canadian steel and aluminum, and what it means for consumers and investors.
• Tech Industry Impact: How the 10% Chinese import tariffs could affect prices of phones, laptops, and EVs.
• Investment Strategy: Learn which sectors might be "tariff-proof" and how to protect your portfolio during trade tensions.
• Book Review: "The Five Types of Wealth" - discover why true wealth goes beyond just money.

Have any questions? We're here to help! Let's make sure you're making the right moves for your financial future. 📈🍁

❔Who are we?

Philotimo (fee.low.tee.mo)

Definition: "Friendship and Honour"

We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. CJ Stevens is a seasoned CFP professional proudly serving 400+ families, working alongside them to learn and grow.

Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc.

💻 Get in touch with us ➭ https://www.philotimowealth.ca/contact

📱Follow us elsewhere:

Instagram ➭ https://www.instagram.com/philotimowealth/

WealthManagement,

FinancialPlanning,

Finance,

FinanceGoals,

Canada,

CanadianFinance,

PersonalFinance,

PersonalFinanceTips

In this special episode (filmed on January 10th), CJ and Jerry reflect on their careers, share valuable financial insights, and discuss Jerry’s retirement after 27 years as the podcast evolves from Bantering Bosses to its new name: Finances with Friends! Join us for a trip down memory lane as Jerry recalls how he and CJ first met, his journey in finance, and the key lessons he’s learned about money along the way. And as he steps into retirement, Jerry offers his perspective on retirement planning—because the proof is in the pudding! Whether you’re just starting your financial journey or preparing for retirement, this episode is packed with insights for everyone. ❔Who are we? Philotimo (fee.low.tee.mo) Definition: "Friendship and Honour" We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. Jerry Kallitsis and CJ Stevens, are seasoned CFP professionals. With over 50 years of combined experience, we proudly serve 400+ families, working alongside them to learn and grow. Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Get in touch ➭ https://www.philotimowealth.ca/contact Instagram ➭ https://www.instagram.com/philotimowealth/ YouTube ➭ https://www.youtube.com/@philotimowealth

Music ➭ Syn Cole - Feel Good [NCS Release] Wealth Management, Financial Planning, Finance, Finance Goals, Canada, Canadian Finance, Personal Finance, Personal Finance Tips