In this episode of The Financial Rundown (filmed October 7, 2025), CJ welcomes Madeline Stratton, Associate Advisor at Philotimo Wealth, to unpack a whirlwind of headlines: from viral tax horror stories to the truth behind Canada’s rising unemployment.

In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at ‪Fidelity Canada‬ and one of the sharpest minds in the investing world.

In this special episode of Philotimo: Finances with Friends, shot on Mother’s Day 2025, CJ sits down with three incredible women to talk about motherhood, identity, and what it really means to build a life that feels rich, even when things are hard.

In this episode of The Financial Rundown (filmed May 12, 2025), CJ closes the book on tax season and kicks off a new chapter with tips for financial “spring cleaning.”

Taxes don’t have to be overwhelming! Bianca Batty, Chartered Professional Accountant (CPA), joins us to break down key tax strategies for homeowners, small business owners, and freelancers.

In this episode of The Financial Rundown (shot on March 12, 2025), CJ explores how historical market patterns can guide us through current market volatility.

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 2025!

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.

In this episode of The Financial Rundown (shot on January 13, 2025), CJ covers key financial updates and insights to keep you informed and ahead of the game!

In this episode (shot on September 6, 2024), CJ and Jerry cover today’s top financial topics to keep you informed and ahead of the curve!

In this episode (shot on July 31st, 2024), CJ and Jerry cover today’s top financial topics to keep you informed and ahead of the curve!

In our first episode of 2024 we revisit 2023 and discuss Rates, Inflation, Mortgages, Housing and the Markets.

In this special episode we dive deep into the recent Bank Runs in the US and Europe, as well as Mortgages and the Housing Market. We discuss the latest in the stock market, interest rates and inflation.

In this episode we discuss the rise of ChatGPT, Warren Buffetts latest annual letter to shareholders, a special 10 minutes segment on the housing market, talk about the economy and inflation, our recommendations as well as a quick blurb on Canada Pension Plan and when to take it.

In this episode we discuss earnings season, inflation and central bank rates, yield curve inversion, consumer spending and sentiment as well as discussing the job market including unemployment and wages. Follow the link in our bio to watch the full episode NOW LIVE on our YouTube Channel: Philotimo Wealth.

Bantering Bosses Episode #5: Positive Vibes Only In this episode we discuss the Philadelphia Phillies in the World Series and the peculiar correlation to financial markets, 60/40 Investment Portfolios, Rates/Inflation, Betting Apps, and Jerry and CJ give their predictions for the Toronto Maple Leafs this year! Follow the link in our bio to watch the full episode NOW LIVE on our YouTube Channel: Philotimo Wealth.

Episode 4 Bantering Bosses (Had some production issues with Episode 3) Tune in to get the latest from Jerry and CJ on Bank Rates, “The Great Resignation”, Streaming TV, Inflation Hedges and hear about Jerry’s Road trip across our great nation!

Bantering about: Tax Time, Gas Prices, Russia/Ukraine, Markets, and the Toronto Maple Leafs.

Bantering about: Inflation, Interest Rates, Housing Market, Superbowl, and Show/Book Recommendations.

Coming in 2022, our video podcast, Bantering Bosses!