Podcast Episodes

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 11 months, 2 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 11 months, 4 weeks 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 1 year 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 1 year 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 1 year, 1 month 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 1 year, 1 month ago

Who Are the Wealthy and How Did They Get Rich?

Season 2 Episode 47

As a financial planner, I've had a unique view into the full financial picture of thousands of Canadians and have read countless studies. 

My experience spans clients of varying financial backgrounds…

Published on 1 year, 1 month ago

Your FREE passes: See my talks at the #1 online event – Canadian Financial Summit 2024

Season 2 Episode 46

The online Canadian Financial Summit is coming up the week of October 25-27.

It's the #1 personal finance event of the year.

As a reader of the Unconventional Wisdom blog, here are your FREE passes …

Published on 1 year, 2 months ago

Tax Brackets for Parents & Seniors Are Way Different Than You Think!

Season 2 Episode 45

Tax brackets for parents and seniors are way different than you think. 

This might be a real eye opener for some people because I think a lot of people that do some basic tax planning are doing it al…

Published on 1 year, 2 months ago

Do You Need Savings in Addition to a Government Pension Like OMERS?

Season 2 Episode 44

When planning for retirement, many Canadians rely on a government pension like OMERS (Ontario Municipal Employees Retirement System) as their foundation. 

Do you need savings in addition to your gove…

Published on 1 year, 2 months ago