Podcast Episodes
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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…
1 year, 11 months ago
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 mo…
1 year, 11 months ago
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 e…
1 year, 11 months ago
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 …
1 year, 11 months ago
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 …
1 year, 11 months ago
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 wis…
2 years ago
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" (CHF…
2 years ago
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…
2 years ago
Your Corporation - What You Need to Know (If You Don't Understand Your Accountant)
Season 2 Episode 23
Do you own a business?
If yes, then you'll love my latest podcast episode. I cover the few things that you really need to know about corporations.
Yo…
2 years ago
Should I Start My CPP Early?
Season 2 Episode 22
The most common question I get asked about the Canada Pension Plan (CPP) is: "Is it smart to take my CPP early?"
And what I say is - it depends, as t…
2 years ago