Podcast Episodes

When Can I Retire With the Lifestyle I Want?

Season 3 Episode 13

When can I retire with the lifestyle I want?

That's the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years.

They want financial freedom.

Published on 8 months, 1 week ago

Support Top Charities with Ed & Ann's "Best Things First" Foundation

Season 3 Episode 11

Have you ever wondered how much your donation really helps the poor? Or how much it really helps find cures?

Which charities help the poor the most for each dollar donated?

You can now donate to the …

Published on 8 months, 2 weeks ago

Celebrating the Life of Ann Hetram

Season 3 Episode 10

I am heartbroken. My wife, life partner & business partner Ann Hetram passed away unexpectedly on Sunday, March 30.

Ann was truly one of a kind — wise, intuitive, endlessly generous, and the heart of…

Published on 8 months, 3 weeks ago

Can You Be Confident in the Stock Market (Updated)

Season 3 Episode 9

Which is true?

1.The stock market is a gamble. Decent investment, but it may or may not make money for you.

2.The stock market is a reliable long-term investment. It should be the core of your long-t…

Published on 9 months, 1 week ago

How to Donate Effectively and Avoid Telemarketers - Interview with John Bromley, Founder & CEO of Charitable Impact

Season 3 Episode 8

Last year, I did a video on How to Donate Effectively, where we explored the idea that one of the ultimate status symbols is creating your own charitable foundation—and how to make a real impact with…

Published on 9 months, 2 weeks ago

What's New in Tax 2025

Season 3 Episode 7

Every year, tax rules change.

For 2025 there are six main tax changes that you'll want to know about.

And there's good news: two major uncertainties are finally gone!

No more reporting requirements…

Published on 9 months, 3 weeks ago

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 10 months 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 10 months, 1 week 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 10 months, 2 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 11 months, 1 week ago