Finance Wisdom
Why You Need an Emergency Plan, Not an Emergency Fund (Moolala: Money Made Simple With Bruce Sellery) Sirius XM Radio Channel 167
You may have heard that you MUST have an Emergency Fund. And yet how many of you actually have one? I was recently interviewed about this topic on the Sirius XM Radio Channel 167, which is now out on the Moolala: Money Made Simple podcast with Bruce Sellery. As you know, I’m all about unconventional…
Read MoreWhat’s Important About Money to You?
Money: it impacts so many aspects of your life. How you handle it, save it, and spend it can say a lot about you. Ask yourself: “What’s important about money to me?” 1 Prefer an overview? Like videos? Like podcasts? Check out our whiteboard video, podcast episode, or read the full post below! I have…
Read MoreThe World is Getting Better All the Time
As we look forward to the holidays and 2024, one thing I know for sure is: “The World is Getting Better All the Time”. Every generation of young people thinks the world is getting worse, but the world is dramatically better in every important way than 100 years ago. For example, 170,000 people are lifted…
Read MoreSmall Print “Gotcha” in Credit Card Interest (Hint It Can Be 20,000%)!
You probably think credit card interest is pretty high. It can be far higher than you think! If you or your kids ever do not pay your credit card balances in full by the due date, this is the video to watch and podcast to listen to. Credit card debt is the single most common…
Read MoreWhen can I Retire with the Lifestyle I Want?
Financial freedom. It is what we really want. You need a Retirement Plan to get there. It will not happen on its own. Creating your Retirement Plan is fun. It makes you wealthier. It’s not about your money – it’s about your life. Prefer an overview? Like videos or podcasts? Check out our whiteboard video,…
Read MoreInvest a Lump Sum or Bit-by-Bit. Which Is Smarter?
Invest a Lump Sum or Bit-by-Bit. Which Is Smarter? You have a lump sum of cash and you’re trying to figure out how to invest it. The stock market seems pretty turbulent at the moment, so you may be wondering if you should invest your lump sum all at once or bit-by-bit. Maybe you got…
Read MoreBeware of Nice Advisors
I’ve talked with thousands of Canadians that will not have the life they want because their advisor gave them bad advice. Why do they stick with their advisor? I’ve heard it over and over again. They say: “because he’s a nice guy”. The advice here is, you need a competent advisor & real advice, not…
Read MoreOptimism is the Only Realism
Optimism is the Only Realism. That’s my belief, and you’ll learn why in my latest YouTube video and podcast episode. I feel compelled to talk about optimism for 2 reasons: 1/ Optimism is absolutely necessary for financial success – effective investing and financial planning. You need to feel you will be better off in the…
Read MoreWhy the Economy Is Not Relevant to Investing
Right now everyone is talking about the economy… Interest rate hikes. High inflation. Out-of-control government spending. Decline in global trade. Possible looming recession. So what do you do if you have money in the stock market? In my latest video and podcast episode, you’ll learn why the economy is not relevant to investing, and how…
Read MoreFinancial Security Comes From a Huge Nest Egg
Financial security comes from a huge nest egg
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