Financial Planning Wisdom
The 6 Best Strategies to Minimize Tax on Your Retirement Income (Video of MoneyShow talk)
I am pleased to announce that the MoneyShow has posted the video of my talk. Many people have asked me where they can see it again. These are not just tax tips. These are the 6 big strategies to save you thousands in tax throughout your retirement. This talk was based on an article, which…
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? Check out our whiteboard video, or read the full post below! I have asked this question to…
Read More“Fake Financial Plans” Podcast on the Alain Guillot Show
Fun podcast and enlightening questions on the Alain Guillot Show. Topics: How to recognize a “Fake Financial Plan”. If you are a new immigrant to Canada or a Millennial, where do you start to get finances on track? How tax planning tells you whether to invest in a TFSA or RRSP. Why a financial plan…
Read MoreNew “Parent Tax” – What Is It and How Can You Benefit?
If you’re a parent, and your family’s income is between $30,000 and $119,000 per year, you could be subject to the new “parent tax”. This might not sound like a positive thing, but there are actually some ways you can benefit from this development. The truth is, the total tax rates of parents can be…
Read MoreMy Story – Podcast with John Francis on Theonera
Listen to my new podcast: My Story. An insightful & fun podcast. John Francis of Theonera asks great questions. My Story podcast Ed
Read MoreFREE passes to Canada’s top online financial conference – Canadian Financial Summit
Join me and 25+ top financial experts, journalists and bloggers for 3 days of online educational videos you can watch in your PJs. It’s 100% online so you can stream all the talks right from your computer/tablet/phone. You can get FREE passes, a list of speakers, and scroll down to see the schedule and topics for…
Read MoreSee my Talk at the MoneyShow Toronto – Attend FREE or Live Stream
Join me at The MoneyShow Toronto, September 14-15, 2018, at the Metro Toronto Convention Centre, where you can meet me and dozens of other financial experts face-to-face. You can also “Live Stream” and watch my talk from your home. The best speakers are at the Canadian MoneySaver Day event on Saturday, September 15. My talk is on…
Read MoreListen to my new podcast – Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies
Listen to my new podcast with the incomparable Kornel Szrejber. Kornel is Canada’s #1 financial podcaster and the best interviewer I know. This podcast “Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies” includes these topics: Dividend investing vs. growth investing. Self-made dividends. Retirement income withdrawal strategies to maximize your retirement reliably. Rising interest rates…
Read MoreThrilled by a full page “Writer Spotlight” in Canadian MoneySaver magazine!
I am thrilled to have a full page “Writer Spotlight” about me in Canadian MoneySaver magazine! I prefer reading paper newspapers, magazines and books to online reading, which is part of why I find it so cool to have a print magazine with a full page about me. Clients sometimes tell me they have a…
Read MoreIs Typical Retirement Advice Good Advice? – Testing Retirement Rules of Thumb (As seen in Canadian MoneySaver)
You want to retire soon. How should you setup your retirement income? You talk with some friends, read about it on the internet, and talk with a financial advisor. Are you actually getting good advice? When it comes to retirement income, most financial advisors rely on a few rules of thumb handed down from one…
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