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Celebrating the Life of Ann Hetram
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 — wis…

1 year ago

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Can You Be Confident in the Stock Market (Updated)
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-ter…

1 year, 1 month ago

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

1 year, 1 month ago

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What's New in Tax 2025
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 …

1 year, 1 month ago

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Realizing You Somehow Became Wealthy
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 y…

1 year, 1 month ago

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Retiring Right Before or During a Recession. Debunking "Sequence of Returns Risk" - Canadian Financial Summit 2024
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 yo…

1 year, 2 months ago

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

1 year, 2 months ago

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

1 year, 3 months ago

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

1 year, 3 months ago

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New Study Supports 100% Equity Investing for Life
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…

1 year, 3 months ago

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