Podcasts
When can I Retire with the Lifestyle I Want?
Financial freedom. It is what we really want. You need a Retirement Plan to get there. It will not happen on its own. Creating your Retirement Plan is fun. It makes you wealthier. It’s not about your money – it’s about your life. Prefer an overview? Like videos or podcasts? Check out our whiteboard video,…
Read MoreHow To Live Off Your Investments and How Much Do You Need? BuildWealthCanada Podcast featuring Ed Rempel
How much do you need to be financially independent? That is just one of the many questions posed by Kornel Szrejber of Build Wealth Canada. He recently interviewed me for his podcast, where I go into depth about financial planning practices I use with my clients, as well as complex tax questions. You can watch…
Read MoreInvest a Lump Sum or Bit-by-Bit. Which Is Smarter?
Invest a Lump Sum or Bit-by-Bit. Which Is Smarter? You have a lump sum of cash and you’re trying to figure out how to invest it. The stock market seems pretty turbulent at the moment, so you may be wondering if you should invest your lump sum all at once or bit-by-bit. Maybe you got…
Read MoreBeware of Nice Advisors
I’ve talked with thousands of Canadians that will not have the life they want because their advisor gave them bad advice. Why do they stick with their advisor? I’ve heard it over and over again. They say: “because he’s a nice guy”. The advice here is, you need a competent advisor & real advice, not…
Read MoreOptimism is the Only Realism
Optimism is the Only Realism. That’s my belief, and you’ll learn why in my latest YouTube video and podcast episode. I feel compelled to talk about optimism for 2 reasons: 1/ Optimism is absolutely necessary for financial success – effective investing and financial planning. You need to feel you will be better off in the…
Read MoreUsing Your Corporation As Your Retirement Fund
Can you fund your retirement from your corporation? That’s the question I answer in my latest video and podcast episode specifically for business owners. This is part # 2 of the video I did last week, where I go deeper into tax-efficient investment strategies when owning a corporation. It may seem complicated (if you’re talking…
Read MoreWhy Most Financial Plans Fail
Many people who work with us to figure out their retirement plan, have created a financial plan before. You can get a financial plan from a bank, online methods, financial advisors or fee-only financial planners, but often these financial plans fail. They do not give you the life you want. In my latest video and…
Read MoreYour FREE passes: See my talks at the #1 online event – Canadian Financial Summit 2023
The online Canadian Financial Summit is coming up the week of October 18-21. It’s the #1 personal finance event of the year. As a reader of the Unconventional Wisdom blog, here are your FREE passes for a limited time. With these FREE passes, you can watch all the talks. You can also offer your friends…
Read MoreWhy the Economy Is Not Relevant to Investing
Right now everyone is talking about the economy… Interest rate hikes. High inflation. Out-of-control government spending. Decline in global trade. Possible looming recession. So what do you do if you have money in the stock market? In my latest video and podcast episode, you’ll learn why the economy is not relevant to investing, and how…
Read MoreFinancial Security Comes From a Huge Nest Egg
Financial security comes from a huge nest egg
Read More