Podcast Episodes

Realizing You Somehow Became Wealthy

Season 3 Episode 6

I often talk with people who realize—almost by surprise—that they’ve become wealthy. 

They never really thought of themselves as wealthy, but after years of saving and investing effectively, it hits …

Published on 6 months, 2 weeks ago

Retiring Right Before or During a Recession. Debunking “Sequence of Returns Risk” - Canadian Financial Summit 2024

Season 3 Episode 5

Bloggers and advisors constantly warn about the “Sequence of Returns Risk”—the fear that retiring right before or during a market crash will drain your savings too quickly. 

This fear often leads ret…

Published on 6 months, 3 weeks ago

New Study Supports 100% Equity Investing for Life – The Debate

Season 3 Episode 4

Recently, I posted a video “New Study Supports 100% Equity Investing for Life” that went semi-viral with 14,000 YouTube views & 1,000 podcast downloads. 

There is an interesting active debate mainly …

Published on 6 months, 4 weeks ago

How to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors (Canadian Financial Summit 2024)

Season 3 Episode 3

Why do so many Canadians struggle to achieve financial freedom, even with a solid financial plan? 

Why do they retire with less than they hoped for, despite diligently saving and investing? 

The answ…

Published on 7 months, 2 weeks ago

7 Best Ideas to Optimize the Smith Manoeuvre (Canadian Financial Summit 2024)

Season 3 Episode 2

With its quirky name, the Smith Manoeuvre might sound unconventional, but it’s a strategy that truly works—when done by the right people, in the right way, over the long term.

From crafting over 1,00…

Published on 7 months, 3 weeks ago

New Study Supports 100% Equity Investing for Life

Season 3 Episode 1

For years, conventional wisdom has preached the benefits of diversifying between stocks & bonds and gradually shifting to safer investments as we age. 

But what if these widely accepted strategies ar…

Published on 8 months, 1 week ago

Monthly Fixed Pay ETFs & Funds Are a Brain Fart!

Season 2 Episode 51

I talk with people all the time who have an ETF or mutual fund that pays a fixed monthly amount. In most cases, they misunderstand it.

Most think they are receiving regular income—but chances are, it…

Published on 8 months, 3 weeks ago

RRSP/RRIF Meltdown Strategies

Season 2 Episode 50

Ever wondered how you can get the money out of your RRSP with a minimum of tax?

RRSP/RRIF Meltdown Strategies can allow you to withdraw from your RRSP or RRIF and have very little income show on your…

Published on 9 months ago

How Did the Wealthy Get Wealthy? Can I Copy Them?

Season 2 Episode 49

In a recent podcast episode, I talked about who the poor & wealthy are and how did they get there. 

Today, I’m diving deeper into one crucial aspect: how the wealthy became wealthy. 

Can their strate…

Published on 9 months, 1 week ago

Lifecycle Investing: The Ultimate Strategy for Younger People – An Example

Season 2 Episode 48

I often get asked about Lifecycle Investing and how to implement it. 

If you're under 40 and saving to achieve financial independence, this might be the most powerful strategy you’ll ever learn.

Life…

Published on 9 months, 3 weeks ago