Podcast Episodes

Are You Sabotaging Your Retirement Without Realizing It? 7 Mistakes Too Many Retirees Make

Season 6 Episode 226

When you retire, you stop getting a paycheck—but decisions don’t stop. If you're not properly guided, you might make big mistakes without realizing it. We dig into the 7 most common retirement pitfal…

Published on 4 months, 1 week ago

3 Income-Focused Products for Retirees

Season 6 Episode 225

Welcome to the world of income-focused products for retirees! Once we retire, living off our investments becomes essential. Many people rely on income products to achieve their financial goals. Today…

Published on 4 months, 2 weeks ago

The Ultimate Retirement Framework for All Ages

Season 6 Episode 224

We dive into what really matters behind your investments: retirement.

We’re giving you a clear, practical framework for navigating every stage of the journey. Whether you’re 10+ years away, 5 years o…

Published on 4 months, 3 weeks ago

Reaching FIWOOT with Dividends - Mark from My Own Advisor

Season 6 Episode 213

We’re joined by Mark from My Own Advisor, who has been investing since his twenties and is now preparing for semi-retirement through a lifestyle he calls FIWOOT: Financial Independence, Work On Own T…

Published on 5 months ago

Canadian Banks Ranking 2025 - Which Bank to Hold?

Season 6 Episode 223

Let's rank the Big 6 Canadian banks from worst to best!

Whether you already hold one of these financial giants or are considering adding a bank to your portfolio, this will help you understand key st…

Published on 5 months, 1 week ago

Trump-Proof Your Portfolio in 5 Steps

Season 6 Episode 222

We're diving into a timely topic: tariffs, inflation, uncertainty, and how to prepare your portfolio for what's ahead—without getting lost in the noise. This is not about politics. It’s about smart i…

Published on 5 months, 2 weeks ago

8 Steady & Under-the-Radar Stocks

Season 6 Episode 220

We spotlight "boring" and under-the-radar stocks—companies that may not be flashy but offer solid, dependable returns.

These are businesses with repetitive revenues, sticky business models, and ess…

Published on 5 months, 3 weeks ago

5 Selling Rules — Keep Your Portfolio in Check!

Season 6 Episode 219

Knowing when to sell is the number 1 struggle among investors. We know that because we’ve worked with investors for over a decade.

Today, we share 5 Selling Rules to help you take action confidently.…

Published on 5 months, 4 weeks ago

Planning for Retirement with Active Investing - Joseph Hogue

Season 6 Episode 221

We explore active investing with Joseph Hogue, a former Marine, CFA, and YouTuber. While our approach focuses on dividend growth stocks, Joseph takes a different route—combining ETFs, bonds, REITs, a…

Published on 6 months ago

Sector Selection: Where Should You Put Your Money?

Season 6 Episode 218

We’re diving into each sector's core characteristics and investment purposes. Understanding sector dynamics will help you make informed buy and sell decisions and build a well-balanced portfolio.

Let…

Published on 6 months, 1 week ago