Podcast Episodes
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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 the…
1 year, 4 months 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 RRS…
1 year, 4 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:…
1 year, 4 months 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 …
1 year, 5 months 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 experie…
1 year, 5 months 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 Uncon…
1 year, 6 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 peop…
1 year, 6 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 foundat…
1 year, 6 months ago
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…
1 year, 6 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 mo…
1 year, 7 months ago