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Aug 1, 2023

Welcome to another exciting episode of "I'm a Millionaire. So, Now What?" with me, your host, Colleen O'Connell-Campbell. Here, I’m in conversation with Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. 


📚 Kicking off our book club trilogy, we delve into "The Intelligent Investor - The Definitive Book on Value Investing" by Benjamin Graham. 


📈 We explore the difference between investing and speculating, underlining the importance of a long-term game plan for investing. 


💡 The key to a successful investment strategy is diversification. From inflation to preserving wealth, we discuss how patience and discipline play a pivotal role in successful investing.


🏷️ We delve into the concept of value investing, discussing its real worth and why cost matters. 


💼 Professional advice often holds immense value in navigating the financial markets, and we discuss its merits in this episode. We explore how creating a financial plan, considering tax consequences, and planning a legacy are integral components of a well-rounded financial strategy.


🎯 Finally, we ask the important question: "What’s more important? Beating the market or beating the plan?" 


This episode is filled to the brim with insights and practical advice. Whether you're a seasoned investor or just starting your financial journey, this conversation will leave you with plenty to ponder.


🌟 And if you enjoy the show, please leave us a five-star rating on iTunes. It helps us reach more people like you, Self-Made Nation.


I’m a Millionaire! So now what? is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities.


All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.


This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.


Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.