Retirement Planning Wisdom
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? I recently asked my social media followers and blog readers what financial topics you would like…
Read MoreThe High Risk of Bonds
The conventional wisdom is that bonds and fixed income are safe investments and you need them to stabilize your portfolio. The truth is much more complex. Understanding the high risk of bonds can be one of the easiest ways to get higher investment returns and achieve your life goals. While bonds are less risky short-term…
Read MoreFinancial Post Article: 54-year-old’s retirement plan needs finessing in sickness and in health
The Financial Post asked me to review the finances of a 54-year old teacher who lives on her own and has health issues. She is wondering at what age she will be able to retire, and keep the same lifestyle she has now. In this article you’ll learn: CLICK THE LINK BELOW TO READ THE…
Read MoreIs Your Money Safe OR Secure?
I know what you’re thinking. Isn’t the expression “safe AND secure”? Possibly the single most important thing to know about money is this: Safe and secure are often opposites. With money, it’s usually safe OR secure. It was the disaster in their life that made this clear for Summer and Autumn. They are identical twins.…
Read MoreHow to Donate 10 Times More with the Donation Flow-Through Strategy
Have you ever wondered how people donate millions to a charity, like to a large hospital, or have their name as a charitable foundation? Do they actually give away that much money? Or, do they have a method to do it? The truth is – it’s often an effective tax plan that people use to…
Read MoreFinancial Post Article: Costly divorce leaves this 61-year-old woman wondering if she can ever retire
The Financial Post asked me to review the finances of an Edmonton woman who is in the process of finalizing a costly divorce and preparing for a fresh start. She is looking for ways to retire soon, despite her divorce and her age. In this article you’ll learn: CLICK THE LINK BELOW TO READ THE…
Read MoreThe Ultimate Status Symbol & Making a Difference in the World
In my latest YouTube video and podcast episode I talk about the ultimate status symbol and making a real difference in the world. That may sound like two completely different topics, but it’s actually one topic and I’m going to show you how to do both at the same time! Here’s what I cover: Each…
Read MoreFinancial Post Article: Looking for the right strategy to draw down retirement income
The Financial Post asked me to review the finances of a Toronto couple who would like to know the best strategy for drawing income from their pension, RRSPs, Canada Pension Plan and Old Age Security. Currently they have focused their investment strategy on dividend-paying stocks (largely based in North America) and away from growth and…
Read MoreHow 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 and podcast episode 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…
Read MoreFinancial Post Article: Early retirement just a dream for couple who want to buy new home in Vancouver
The Financial Post asked me to review the finances of a Vancouver couple whose money is already tied up in real estate, but want to purchase a new home. What’s the better option when it comes to saving for retirement: real estate or the markets? It’s a question Joe* and Alice are grappling with as…
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