Tax Strategies

If pensions have you confused, this episode’s for you! I was interviewed on a fun podcast with Chrissy and Money Mechanic from Explore FI Canada answering questions from a listener named Kate about her pension. Kate asked her questions in an entertaining way that showed her frustration with not understanding her options. We discuss DC…

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I was recently interviewed for a fun podcast by Ahmad Saad, from Young Money Simplified. Topics include: How to EASILY outperform investment advisors and robo advisors. The principles to be a successful investor. Having a growth mindset. Confidence, instead of fear. Why students should NOT pay off their student loan. Lifecycle Investing – the ulitmate…

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I’m thrilled to have been interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about their experiences. Interesting video with my insights into “Creating the GPS to Financial Freedom”. The organizer is Annie Hardock, a woman who is passionate about helping entrepreneurs and those wanting to become an entrepreneur. She…

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Very well-written and insightful interview and article on Tangerine.ca by Robin Taub. Worth reading. A couple quotes: “The key to minimizing taxes on retirement income is careful planning, and this normally starts years or even a decade or two before you retire.” “In retirement, your taxable income can be very different from the cash you…

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If you’re a parent, and your family’s income is between $30,000 and $119,000 per year, you could be subject to the new “parent tax”. This might not sound like a positive thing, but there are actually some ways you can benefit from this development. The truth is, the total tax rates of parents can be…

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