I have been building a core financial curriculum on The Loonie Doctor since starting my blog’s post-Covid resuscitation. It is part of my dream of an online curriculum for Canadian high-income professionals to use to help them take control of their financial lives. And to use that power to reach much further than that.
Ideally, that curriculum is produced in different media formats to appeal to different learning styles and preferences. Ben Felix, Head of Research at PWL Capital, and I have teamed up to do just that. It is a collaborative production with PWL Capital, one of my carefully selected sponsors.
After months of preparation, I am thrilled to announce the release of The Money Scope Podcast. The prep work was definitely more fun than a jug of Go-Lytely.
Money Scope Podcast Trailer
The Back Story
Ben Felix and I share a passion for financial education. We have a similar approach to taking financial research and boiling that down into actionable information based on sound evidence-informed principles. With that, and our Canadian-specific lens, we found ourselves working on similar models to tackle pragmatic questions and curriculum to disseminate that. Around that time, Ben got a request for me to return to do a Rational Reminder episode on corporations with him. However, we quickly realized that we could do way better than that.
We named this ambitious project The Money Scope. Like a financial endoscope to shine a light deep inside personal finance for Canadian professionals. The name idea came to me while I was fishing something out of someone’s lungs, but this is no bronchoscope. Or gastroscope. Nope. It is a colonoscopically deep dive into personal finance.
That said, we want it to be much more of a pleasant experience. In addition to some midazolam for the induction, we are starting with the basics for each topic. However, we are also not shying away from the deep crevices. There will be something for everyone. From people new to personal finance and investing to veteran advisors.
With that type of comprehensive curriculum, there is also no way that you will get everything during the first pass of the scope. So, we have designed this to be easily searchable. Our main goal for your first listen is to get a sense of the topic as a whole and what is out there to learn. Then, when something becomes more relevant to you, or your brain has healed enough for more, you’ll think of us. And return for a second look or listen. We also repackage the information in some different ways.
Further Reading & Listening
The episodes will be accompanied by indexed transcripts. There will be footnotes and links to original references for those who want to dig into them. There will also be links to associated Rational Reminder episodes. Often interviews with the authors of seminal papers. For those looking for more flowcharts, narratives, and funny memes – some relevant Loonie Doctor posts for each topic are highlighted.
As we get into some of the heavier financial topics, we also want to help you see their relevance to your situation. So, we’ve created case conference supplemental episodes. These will be paired with the main episode, but have some cases or discussion to illustrate some of the most common questions or dilemmas.
We cannot give specific advice, but we sometimes unpack cases with real numbers. The idea is that you may find features or things to consider that apply to your situation. That way, you can be better equipped to dig into that deeper. Either on your own if DIY, or with your advisor. Educated and engaged clients are more likely to get better outcomes.
You’ll Help Drive The Money Scope
Ben and I recorded the first eleven episodes and a few case conferences before launching. We needed that runway because of the amount of time it takes to research, write, and produce an episode. We didn’t want to rush or cut corners. The best curricula require very deliberate planning and execution.
However, that came at the expense of us putting out what we think you need to know, want to hear, and how you want to hear about it. Ultimately, that is what matters for us to be effective is what you think. So, we are definitely open to feedback and adjustment. As we finish getting out the core material that was bursting for escape from our mouths, where The Money Scope heads next will depend on your engagement and input. After all, you are on the business end of the scope for delving into your own finances.