Podcast Episodes

Debunking "Sequence of Returns Risk"

Season 1 Episode 38

What is the actual risk of running out of money if you start retirement when the market crashes?

This is a question on the minds of many retirees.

Especially because a lot of financial advisors ta…

Published on 2 years, 4 months ago

How To Choose Your University Specialty

Season 1 Episode 37

If you're someone who is in high school or you're about to apply to university, then this podcast episode is a must!

After being a financial planner for almost 30 years, I've seen the finances of tho…

Published on 2 years, 5 months ago

15 Top Principles of Money Most People Get Wrong

Season 1 Episode 36

Are your finances where you want them to be?

If not, there's a very good chance that one of these 15, or maybe several of them are the underlying root cause.

I've seen the finances of thousands of pe…

Published on 2 years, 5 months ago

What is the Highest Quality Financial Planning Advice?

Season 1 Episode 35

How do you know you're getting the highest quality financial planning advice?

I recently asked my social media followers and blog readers what financial topics you would like me to talk about, and we…

Published on 2 years, 5 months ago

Dividend Investing Perfected with Self-Made Dividends

Season 1 Episode 34

In my latest podcast episode I take an unconventional look at dividend investing & how to make it perfect.

The episode is a fact check of the advantages & disadvantages of dividend investing. 

Then I…

Published on 2 years, 5 months ago

The High Risk of Bonds

Season 1 Episode 33

The conventional wisdom is that bonds and fixed income are safe investments and you need them to stabilize your portfolio. The truth is bonds are a high risk to your retirement.

Understanding the hig…

Published on 2 years, 5 months ago

Is Your Money Safe OR Secure?

Season 1 Episode 32

Is your money safe OR secure?

I know what you're thinking. 

Isn't it the expression "safe AND secure"?

Possibly the single most important thing to know about money is this: Safe and secure are often …

Published on 2 years, 5 months ago

How to Donate 10 Times More with the Donation Flow-Through Strategy

Season 1 Episode 31

Have you ever wondered how people donate millions to a charity, like to a large hospital, or have their name as a charitable foundation?

Do they actually give away that much money?

Or, do they have a…

Published on 2 years, 5 months ago

How to Own a Nice Car for Less

Season 1 Episode 30

How can you own a nice car for a lot less?

Should you be impressed with someone that has a nice car?

How do you measure the ownership cost of your car?

What is a warranty worth?

Should you lease or o…

Published on 2 years, 5 months ago

Today's Buying Opportunity for Stocks

Season 1 Episode 29

There's a sale on stocks today - it's a 10% sale!

We have recovered about half of the decline from the bear market in 2022.

What does that mean when it comes to buying stocks?

In my latest podcast ep…

Published on 2 years, 6 months ago