CIBC’s podcast series, Financial Toolbox, understands that financial wellness is not innate, it’s learned. Many people go their whole lives without access to networks, or education on financial literacy. Whether you’re a member of the next generation wanting to start your financial journey out strong or you’re more seasoned and would like to improve your understanding moving forward, our team of experts are here to equip you with the information you need to make your financial literacy journey a reality.
NIL Money: What College Athletes and Families Need to Know Before the Tax Bill Hits
In this episode of Financial Toolbox, Josh Davis of CIBC Private Wealth and CPA Andrea Stepka unpack the often-overlooked financial side of NIL deals, including how this income is taxed, why many athletes are treated as self-employed, and how quickly families can get into trouble without planning. They explain the importance of building the right financial team early, setting aside money for taxes, understanding deductible business expenses, and using structures like LLCs when appropriate. The conversation also highlights the critical role parents can play by supporting, rather than controlling, the process and helping young athletes build financial literacy that lasts beyond their playing years.
1 Apr 2026
Demystifying new job paperwork
Starting a new job at any age or stage may leave you feeling overwhelmed by the new-hire paperwork and benefit selections offered by your employer. Understanding and properly completing employment-related tax and benefit elections can be a key factor to success on your financial journey.
27 Jan 2026
Unlocking the SBA Advantage: Financing Solutions for Small Businesses
In this episode of Financial Toolbox, host Kevin Kehoe and SBA expert Paul Liles break down the fundamentals of SBA lending, explaining how government-guaranteed loans help small businesses access capital when conventional financing falls short. They discuss key benefits including lower equity requirements, longer repayment terms, and support for collateral shortfalls, as well as the main SBA loan programs available. Tune in to gain practical insights into eligibility, the application process, and the advantages of working with a preferred SBA lender, so that you can make informed decisions about your business financing needs.
25 Nov 2025
Unlocking Cash Flow: The Lifeblood of Small Business Success
In this episode of Financial Toolbox, host Kevin Kehoe and guest Todd Gordon dive into the critical topic of cash flow for small businesses. They break down the difference between profitability and cash flow, explore how accounts receivable, inventory, and payables interact, and highlight common pitfalls that can jeopardize a business’s financial health. Listeners will also learn how access to bank financing can bridge cash flow gaps and support long-term growth.
9 Oct 2025
A founder’s journey: What to expect when building a company from the ground up
In this episode we discuss what goes into building a new company, from developing a community of support and sourcing capital partners, to ensuring that the advice you take from others doesn’t jeopardize the integrity of your mission.
26 Aug 2025
Understanding the business loan cycle
In this episode titled "Understanding the business loan cycle,” our host Marilyn Lawrence Payne joins Kevin Brooks to discuss small business loan cycle from the perspective of two season lenders. You’ll hear practical examples of what borrowers often encounter when matriculating through the loan cycle and what you need to know to set yourself up for the best possible outcome.
23 Jul 2025
What to expect when applying for a personal loan
In this episode, "What to expect when applying for a personal loan,” our host Steven Yi joins Mark Schmidt to discuss the sometimes-overlooked considerations when exploring loan options and what you can expect once you’ve applied. They cover how to determine what loan is right for you, interest rates, collateral, and what factors make an application stand out to lenders.
3 Jun 2025
The importance of savings for your financial wellbeing
Hosts Michael Hill and Drew Marquart explore the critical role of strategic savings plans across different life stages, offering insights into low-fee solutions and credit card cashback benefits for financial wellness.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Podcast Authority Score: 18 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
24
Social presence
0
YouTube
0
Engagement
32
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