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How To Create a Financial Plan That Is Your Life Plan - Interview with Kornel Szrejber

How To Create a Financial Plan That Is Your Life Plan - Interview with Kornel Szrejber


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

How to Successfully Implement the Smith Manoeuvre (Ed Rempel interviewed by Sean Cooper from "Burn Your Mortgage")

How to Successfully Implement the Smith Manoeuvre (Ed Rempel interviewed by Sean Cooper from "Burn Your Mortgage")


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

How to Avoid or Minimize Extra Tax from New Higher Capital Gains Tax

How to Avoid or Minimize Extra Tax from New Higher Capital Gains Tax


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

How to Donate Effectively

How to Donate Effectively


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

How to EASILY Outperform Financial Advisors

How to EASILY Outperform Financial Advisors


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

Financially Smart Divorce

Financially Smart Divorce


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

Tenant for Life by Choice: 5 Steps to "Tenant Freedom"

Tenant for Life by Choice: 5 Steps to "Tenant Freedom"


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

Gold Goes DOWN on Inflation

Gold Goes DOWN on Inflation


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

What is a Hedge Fund? – Inside the Semi-Secret Hedge Fund World

What is a Hedge Fund? – Inside the Semi-Secret Hedge Fund World


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

6 Key Lessons Learned as a Fee-For-Service Financial Planner - Talk with Ellen Roseman's Investment Club

6 Key Lessons Learned as a Fee-For-Service Financial Planner - Talk with Ellen Roseman's Investment Club


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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