Financial Planning Wisdom
How to Donate 10 Times More with the Donation Flow-Through Strategy
Have you ever wondered how people donate millions to a charity, like to a large hospital, or have their name as a charitable foundation? Do they actually give away that much money? Or, do they have a method to do it? The truth is – it’s often an effective tax plan that people use to…
Read MoreFinancial Post Article: Costly divorce leaves this 61-year-old woman wondering if she can ever retire
The Financial Post asked me to review the finances of an Edmonton woman who is in the process of finalizing a costly divorce and preparing for a fresh start. She is looking for ways to retire soon, despite her divorce and her age. In this article you’ll learn: CLICK THE LINK BELOW TO READ THE…
Read MoreToday’s Buying Opportunity For Stocks
There’s a sale on stocks today – it’s a 10% sale! We have recovered about half of the decline from the bear market in 2022. What does that mean when it comes to buying stocks? In my latest podcast episode and YouTube video I give my thoughts on why I believe now is a good…
Read MoreHow to Get Passive Income with Little or No Tax
Can you really make money while you sleep with little or no tax? Covid changed most of our working habits, in that many people stayed home, while others felt the financial pinch of the pandemic. New paradigms arose, such as creating wealth, without work. Passive income started becoming a conversation not just with people who…
Read MoreHow To Be Smart With Your Money In Your 20s & 30s
Want to teach your kids to be smart with their money? Then you’ll want to send them my latest video and podcast episode with an introduction into the world of finance. There are a million things to know. These are the few important ones, based on my Unconventional Wisdom. Whether you’re thinking about buying a…
Read MoreFinancial Post Article: Early retirement just a dream for couple who want to buy new home in Vancouver
The Financial Post asked me to review the finances of a Vancouver couple whose money is already tied up in real estate, but want to purchase a new home. What’s the better option when it comes to saving for retirement: real estate or the markets? It’s a question Joe* and Alice are grappling with as…
Read MoreAre You Poor, Middle Class Or Wealthy?
Are you poor, middle class or wealthy? After seeing the finances of thousands of people, I’ve noticed patterns to determine if someone is poor, middle class or wealthy. In my latest YouTube video and podcast episode you’ll learn where you fit along the spectrum of wealth, how each thinks and invests differently, and how you…
Read MoreSmith Manoeuvre AFTER You Retire
What do you do with the Smith Manoeuvre AFTER you retire? My latest video and podcast episode is for you if you already know the basics of the Smith Manoeuvre. You have been doing this strategy for awhile, you’ve converted your mortgage to tax deductible, and you’re thinking about retiring. You’ve got a big investment…
Read MoreTop 10 Things to Know to Be in Control of Your Finances
Want to get serious about your finances? Every day I talk to people who come to see me for financial advice because they’ve come to a point where they realize – “I should probably do something smarter with my money, but I’m not quite sure what.” When you get to that point, what do you…
Read MoreIs Typical Retirement Advice Good Advice?
If you’re thinking of retiring or your parents or friends are retiring, beware of the typical advice you get. In my latest video and podcast episode, I talk about the 5 conventional wisdom rules of thumb for retirees. As the unconventional wisdom guy, I do the math for you to see whether they actually worked…
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