Podcast Episodes

Dividend Investing Perfected with Self-Made Dividends (Canadian Financial Summit 2023)

Season 2 Episode 43

In the vast landscape of personal finance, dividend investing has carved out a significant niche. 

Whether you're browsing through countless blogs or hearing investment advisors champion its benefits…

Published on 1 year, 3 months ago

Smith Manoeuvre In A Financial Plan & The New OSFI Rules (Canadian Financial Summit 2023)

Season 2 Episode 42

The Smith Manoeuvre is an efficient strategy to use your home equity to invest for your future without using your cash flow, while converting your mortgage into a tax-deductible debt. 

If you do the …

Published on 1 year, 3 months ago

How To Design Your Retirement Income: An Overview (Canadian Financial Summit 2023)

Season 2 Episode 41

With the Canadian Financial Summit coming up at the end of October, I wanted to share over the next few weeks content that Summit attendees had access to last year.

When you register you get access t…

Published on 1 year, 3 months ago

Take Control of Your Finances in One Step

Season 2 Episode 40

Most people struggle with money. 

It might feel like you're the only one who doesn't have it all figured out, but trust me, you're not alone. 

Over the last two months, I've had countless conversatio…

Published on 1 year, 3 months ago

Mid-Year Insights 2024

Season 2 Episode 39

Here are three key insights that I believe are essential for navigating the rest of the year and beyond. 

These insights are grounded in the principles that have guided our successful financial plann…

Published on 1 year, 4 months ago

Top 5 Hacks To Maximize Your Child's RESP

Season 2 Episode 38

Many people are saving for their kids' future education costs in an RESP.

For some parents, it is a higher priority and they want to be able to maximize the benefits of an RESP - not just contribute …

Published on 1 year, 4 months ago

What Happens if the Liberals Attack the Smith Manoeuvre?

Season 2 Episode 37

The Smith Manoeuvre has long been a popular strategy for Canadian homeowners seeking to convert their mortgage debt into tax-deductible investment debt. 

However, recent tax and regulatory changes ha…

Published on 1 year, 5 months ago

How Long Will You Live?

Season 2 Episode 36

Have you ever wondered how long you might live? 

Understanding life expectancy is crucial for planning a secure and fulfilling future. 

In my latest podcast episode I explore the dramatic changes in …

Published on 1 year, 5 months ago

TFSA or RRSP? – The Right Answer for You (2024)

Season 2 Episode 35

Deciding between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP) can be one of the most challenging financial decisions you'll face. 

Each has its benefits, and the …

Published on 1 year, 5 months ago

How To Have a Long Lifespan, Healthspan & Wealthspan With 3.0 Level Thinking

Season 2 Episode 34

How long should you expect to be retired?

You want your money to last the rest of your life. How long will you live?

What quality of life will you have? What will your lifestyle cost you when you are…

Published on 1 year, 6 months ago