Podcasts
When Can I Retire With the Lifestyle I Want?
When can I retire with the lifestyle I want? That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years. They want financial freedom. It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own. Creating…
Read MoreSupport Top Charities with Ed & Ann’s “Best Things First” Foundation
Have you ever wondered how much your donation really helps the poor? Or how much it really helps find cures? Which charities help the poor the most for each dollar donated? You can now donate to the most cost-effective charities in the world with Ed & Ann’s charitable foundation “Best Things First”. In my latest…
Read MoreCelebrating the Life of Ann Hetram
View the recording of Ann’s Celebration of Life with all the talks about her: I am heartbroken. My wife, life partner & business partner Ann Hetram passed away unexpectedly on Sunday, March 30. We will have a Celebration of Life in Ann’s honour to share stories on Thursday, April 17 at 3 PM, followed by…
Read MoreCan You Be Confident in the Stock Market? (UPDATED)
Which is true? To invest effectively for your future, it is vital to be confident in your investments. Here is the historical data to give you a clear picture of what long-term investors can expect. By the end, you’ll have a clearer answer to the big question: Is the stock market the best way to…
Read MoreHow to Donate Effectively and Avoid Telemarketers – Interview with John Bromley, Founder & CEO of Charitable Impact
Last year, I did a video on How to Donate Effectively, where we explored the idea that one of the ultimate status symbols is creating your own charitable foundation—and how to make a real impact with your giving. In my latest video I interview John Bromley, the Founder and CEO of Charitable Impact, the platform…
Read MoreWhat’s New in Tax 2025
Every year, tax rules change. For 2025 there are six main tax changes that you’ll want to know about. And there’s good news: two major uncertainties are finally gone! In my latest YouTube video, podcast episode, and blog post you’ll learn New reporting requirements for trusts Capital gains inclusion For this year, there are few…
Read MoreRealizing You Somehow Became Wealthy
I often talk with people who realize—almost by surprise—that they’ve become wealthy. They never really thought of themselves as wealthy, but after years of saving and investing effectively, it hits them: I’m actually wealthy. And let me tell you—being wealthy feels different. In my latest YouTube video, podcast episode, and blog post I talk about:…
Read MoreRetiring Right Before or During a Recession. Debunking “Sequence of Returns Risk”. (Canadian Financial Summit 2024)
Bloggers and advisors constantly warn about the “Sequence of Returns Risk”—the fear that retiring right before or during a market crash will drain your savings too quickly. This fear often leads retirees to make poor investment choices, resulting in: But how real is this risk? And do the conventional solutions—like investing in bonds or following…
Read MoreNew Study Supports 100% Equity Investing for Life – The Debate
Recently, I posted a video “New Study Supports 100% Equity Investing for Life” that went semi-viral with 14,000 YouTube views & 1,000 podcast downloads. There is an interesting active debate mainly on YouTube, and a bit on my blog with a lot of comments and questions. Let’s look at them and join the debate. The…
Read MoreHow to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors (Canadian Financial Summit 2024)
Why do so many Canadians struggle to achieve financial freedom, even with a solid financial plan? Why do they retire with less than they hoped for, despite diligently saving and investing? The answer often boils down to two things: suboptimal investments and a misguided focus on risk. In my latest YouTube video, podcast episode, and…
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