Financial Post Article: This couple wants to retire early, but are their government pensions enough?
The Financial Post recently asked me to review the finances of a couple that want to retire. They have a weekly Family Finance section where they ask financial planning experts. If you wonder about the benefits of having a Financial Plan, here is an example. What you will learn: https://financialpost.com/personal-finance/family-finance/retire-early-are-government-pensions-enough Husband is 46 years old…Read More
What is a Hedge Fund? Inside the Semi-Secret Hedge Fund World
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 Canada. From the course and meeting with hedge fund people, I’ve learned the ins and outs of the…Read More
Top 10 Money Myths That Block Your Financial Freedom
Top 10 Money Myths That Block Your Financial Freedom. This is one of my favourite topics. Most ideas that people believe about money are just not true or not optimal. My blog, Unconventional Wisdom, is about all the things I’ve learned over the years from my experience writing thousands of financial plans and reading hundreds…Read More
How to Live Off Your Investments and How Much Do You Need? (Build Wealth Canada Podcast)
I was recently interviewed by Kornel Szrejber on Build Wealth Canada, the podcast that educates Canadians on investing, debt-free living, and how to earn a passive income. In our interview we discuss: I hope you enjoy it! EdRead More
Top 17 Investment Strategies – Do They Work?
There are many strategies and styles of investing. How do you sort through it all to set yourself up for success with good long-term rates of return? In this week’s video I cover the Top 17 Investment Strategies, their history, and whether or not they actually work. Watch to find out: I hope you enjoy…Read More
What Is the Highest Quality Financial Planning Advice?
PART # 1 PART # 2 *Please Note: For some reason the video cut-off, so we have included the second half of the video in Part #2. How do you know you’re getting the highest quality financial planning advice? Last week I asked my social media followers and blog readers what financial topics you would…Read More
How 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 More
Does Borrowing to Invest Make Sense with High Interest Rates?
Should you borrow to invest? With interest rates up 3.5% so far in 2022, you may be wondering if it still makes sense. Spoiled with low interest rates so low, leverage seemed so obvious with a credit line at 3% and tax-deductible. As a financial planner and expert on the Smith Manoeuvre strategy, and a…Read More
Gambling, Speculating, Saving & Investing. What’s the difference?
How should you invest your money? If you don’t invest wisely, it will be hard to fund your future. There are always new areas you can put your money into, but are they worthwhile long-term? In my latest video, I look at all the possible areas to invest your money and fit them into 4…Read More
Why Simple Investment Stats Don’t Give You Good Returns
If you’re investing in equities, you may be using various investment data software like Morningstar. The problem? Investment data often gets misused. This is because you may be looking at short-term stats and ratings from only the last 1-5 years. It takes a lot of effort looking at investment stats, but most people who do…Read More