Investment Wisdom
Creating the GPS to Financial Freedom (Video from “4 Pillars of Entrepreneurship Summit”)
Excellent video that summarizes our practice. It’s worth your time to understand: The profound change in your life a Financial Plan can give you. How Unconventional Wisdom creates very different and far more effective advice for you. I was recently interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about…
Read MoreCovid-19: Making Wise Investment Decisions during the “Great Pause”
Remember February 2009? Stock markets had fallen more than 40% over 6 months. What did investors do? They sold more stocks that month than any other in history – at the market low! It was followed by the longest bull market in history – 11 years and 2 days from March 10, 2009 till March…
Read MoreCreating the GPS to Financial Freedom (Talk at 4 Pillars of Entrepreneurship Summit)
I’m thrilled to have been interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about their experiences. Interesting video with my insights into “Creating the GPS to Financial Freedom”. The organizer is Annie Hardock, a woman who is passionate about helping entrepreneurs and those wanting to become an entrepreneur. She…
Read MoreYour FREE tickets to Canada’s top online financial conference – Canadian Financial Summit (online)
It’s back! 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. The Summit is on September 26-28. You can get FREE tickets, a list of speakers, and…
Read MoreWhy aggressive stock investors should take CPP early (MoneySense by Jonathan Chevreau)
Very interesting article on MoneySense by Jonathan Chevreau. Every article I have ever read (other than this one and mine) about whether to start CPP at 60, 65 or 70 misses one of the 2 main factors – how you invest. If you take CPP early, you can take less from your investments. Will they…
Read MoreWhat Women Want – and How to Get It
There was a gasp from the audience, when this photo of a homeless woman was shown at a talk I recently attended. A new survey shows that almost half of women fear they will become a “bag lady” someday. They fear being financially desperate and living on the street. No job. No income. No partner.…
Read MoreThe 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 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 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 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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