Podcast Episodes

Beware of Nice Advisors

Season 1 Episode 58

I've talked with thousands of Canadians that will not have the life they want because their advisor gave them bad advice.

Why do they stick with their advisor?

I've heard it over and over again. They…

Published on 2 years, 1 month ago

Above Index Returns - How To Beat The Index

Season 1 Episode 57

How can you get above index returns?

Index funds and ETFs deliver below index returns. With global equities, their returns are typically 0.5 or 1% below the index.

So how can you beat the index?

In m…

Published on 2 years, 1 month ago

Optimism Is the Only Realism

Season 1 Episode 56

Optimism is the Only Realism.

You'll learn why in my latest podcast episode.

I feel compelled to talk about optimism for two reasons:

1/ Optimism is absolutely necessary for financial success – effec…

Published on 2 years, 1 month ago

Using Your Corporation as Your Retirement Fund

Season 1 Episode 55

Can you fund your retirement from your corporation?

That's the question I answer in my latest podcast episode specifically for business owners, where I go in-depth into tax planning & efficient inves…

Published on 2 years, 2 months ago

Why Most Financial Plans Fail

Season 1 Episode 54

Many people who work with us to figure out their retirement plan, have created a financial plan before.

You can get a financial plan from a bank, online methods, financial advisor or fee-only financi…

Published on 2 years, 2 months ago

New Retirement Rules of Thumb

Season 1 Episode 53

You want to retire soon. What is the best way to set up your retirement income to give you the maximum income that will reliably last the rest of your life?

Many financial planners have come up with …

Published on 2 years, 2 months ago

Insights Into My 3 Talks - Canadian Financial Summit 2023

Season 1 Episode 52

The Canadian Financial Summit is the #1 personal finance event of the year.

And we're only one week away!

Once again I'll be one of the speakers this year with three talks, and I'll be joined by over…

Published on 2 years, 2 months ago

Why the Economy Is Not Relevant To Investing

Season 1 Episode 51

Right now everyone is talking about the economy…

Interest rate hikes.

High inflation.

Out-of-control government spending.

Decline in global trade.

Possible looming recession.

So what do you do if you…

Published on 2 years, 2 months ago

Financial Security Comes From a Huge Nest Egg

Season 1 Episode 50

Financial Planning is not about the money itself. It is about what the money will do in your life. 

A plan is not a bunch of numbers – it is about your life. 

Our clients find that our planning meeti…

Published on 2 years, 2 months ago

Risk of Bonds to Your Retirement

Season 1 Episode 49

In my latest podcast episode, I give you insight into what I advise my clients and why I declare the death of bonds as an investment.

It's time for most investors to stop investing in bonds. Includin…

Published on 2 years, 3 months ago