Retirement Planning Wisdom
The 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 MoreMy Story – Podcast with John Francis on Theonera
Listen to my new podcast: My Story. An insightful & fun podcast. John Francis of Theonera asks great questions. My Story podcast Ed
Read MoreFREE passes to Canada’s top online financial conference – Canadian Financial Summit
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. You can get FREE passes, a list of speakers, and scroll down to see the schedule and topics for…
Read MoreSee my Talk at the MoneyShow Toronto – Attend FREE or Live Stream
Join me at The MoneyShow Toronto, September 14-15, 2018, at the Metro Toronto Convention Centre, where you can meet me and dozens of other financial experts face-to-face. You can also “Live Stream” and watch my talk from your home. The best speakers are at the Canadian MoneySaver Day event on Saturday, September 15. My talk is on…
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…
Read MoreMinimize Tax on Retirement (SiriusXM Radio podcast)
Listen to my 7-minute podcast interview “Minimize Tax on Retirement” on the Moolala Show on SiriusXM Radio by the very lively Bruce Sellery. I discuss the 6 best strategies to minimize tax on your retirement income. Bruce Sellery is a business journalist, TV host and professional speaker. He is the author of two bestselling books,…
Read MoreThe 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)
You will have a lot more tax saving opportunities after you retire than before. If you get a salary, you may have limited tax deductions or tax saving strategies. When you retire, it is completely different. You can essentially determine the amount of income you will be taxed on once you retire. You can decide:…
Read MoreFinancial Advice Or “Quackery?”: How To Spot The Difference
How can you tell if the financial advice you’ve received is real, useful financial guidance or just a case of “fake news”, i.e. financial “quackery”? Unfortunately, a lot of what happens in the financial industry in Canada is financial “quackery,” as we like to call it. Since the most common methods are so familiar to…
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