Season 2 Episode 33
I recently worked with Kornel Szrejber, host of Canada's #1 financial podcast "Build Wealth Canada", on his family's financial plan, so he could feel confident about his retirement.
Kornel retired in…
Published on 1 year, 6 months ago
Season 2 Episode 32
You know the basics about the Smith Manoeuvre.
It's one of the most effective wealth building strategies if done by the right people in the right way over the long term.
My latest podcast episode ca…
Published on 1 year, 6 months ago
Season 2 Episode 31
You may have heard that we just had a new budget here in Canada, and increased the taxes on capital gains.
Canadians with a rental property, cottage or investments and their tax advisors are scrambl…
Published on 1 year, 7 months ago
Season 2 Episode 30
You may be thinking – what difference can I make in the world?
As a financial planner I talk a lot about money, however, it's not really about the money itself, but what it does for your life – how t…
Published on 1 year, 7 months ago
Season 2 Episode 29
It's easy to outperform financial advisors.
Why?
Conventional wisdom is they underperform because of fees, but there is a bigger reason.
They don't even try to outperform. They try for: "Reasonable r…
Published on 1 year, 7 months ago
Season 2 Episode 28
Divorce is never financially smart!
As a financial planner, I don't recommend divorce. It's bad for your finances!
However, you can go through it in the most financially smart way – to leave both of …
Published on 1 year, 8 months ago
Season 2 Episode 27
Many people today feel they have no choice but to be a tenant, however, what if you actually choose this?
You can choose to be a tenant forever and it can be a great life!
I'm going to introduce you…
Published on 1 year, 8 months ago
Season 2 Episode 26
Gold goes down on inflation.
Why doesn't the industry know this?
This is one of the most common and wrong conventional wisdoms.
The conventional wisdom is that Gold protects you from inflation, so i…
Published on 1 year, 8 months ago
Season 2 Episode 25
20 years ago I took the most fascinating investment course, and by far the most in-depth.
The course made me a "Certified Hedge Fund Specialist" (CHFS). I loved it so much I received the top mark in …
Published on 1 year, 8 months ago
Season 2 Episode 24
I was honoured to be invited by Ellen Roseman to speak with her Investment Club about the 6 key lessons I have learned as a fee-for-service financial planner.
They have had investment guest speakers…
Published on 1 year, 8 months ago
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