Retirement Planning Wisdom

Why You Need A Growth Mindset

If there is one video you should watch of mine – it’s this one. It is my underlying outlook on life and financial planning. This is the outlook that leads to financial success. In my latest YouTube video, you’ll learn about the differences between a fear-based mindset and a growth mindset, and how wealthy people…

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Using Your Corporation As Your Retirement Fund

Can you fund your retirement from your corporation? That’s the question I answer in my latest video 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 to your accountant),…

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5 Best Ideas To Optimize The Smith Manoeuvre

Is your mortgage tax deductible? You know the basics about the Smith Manoeuvre. This video is about the practical issues you may run into and how to maximize the benefits. We are Canada’s Smith Manoeuvre experts and have helped thousands of families implement it. Many “Smith Manoeuvre experts” just offer you a mortgage and leave…

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How To Be Smart With Your Money In Your 20s & 30s

Want to teach your kids to be smart with their money? Then you’ll want to send them my latest video with an introduction into the world of finance. There are a million things to know. These are the few important ones, based on my Unconventional Wisdom. Whether you’re thinking about buying a car or a…

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Millionaires in Poverty

This may sound like a dumb topic. Why would a millionaire live in poverty? We see it all the time, though.  People living in a paid off home worth more than $1 million while living on an income of $20,000/year before tax. I believe this is caused by the belief that your home is your…

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Is Typical Retirement Advice Good Advice?

If you’re thinking of retiring or your parents or friends are retiring, beware of the typical advice you get. In my latest video, I talk about the 5 conventional wisdom rules of thumb for retirees. As the unconventional wisdom guy, I do the math for you to see whether they actually worked in history. Then…

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Do Bonds Still Make Sense For Retirement Savings? The Debate

My recent video saying bonds are dead as an investment has started a debate on MoneySense and industry forums. Here is what the bond advocates are missing: It’s a financial planning issue. For example, if you and your spouse earn $50,000/year each ($100,000 total) and you want to retire on $80,000/year in today’s dollars in…

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Risk of Bonds To Your Retirement

In my latest YouTube video, I give you insight into what I advise my clients and why I declare the death of bonds as an investment. Here are just some of the topics I cover in the video: Recommended investment strategies for high-yield returns. Why you can’t retire comfortably with a balanced portfolio. The attitude…

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