Posts Tagged ‘equities’
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 and podcast episode, 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…
Read MoreTop 17 Investment Strategies – Do They Work?
There are many strategies and styles of investing. How do you sort through it all to set yourself up for success with good long-term rates of return? In this week’s video and podcast episode I cover the Top 17 Investment Strategies, their history, and whether or not they actually work. Watch and listen to find…
Read MoreHow to Afford the Life You Want
If you are worried about your finances & your future – you are not alone. Many people are worried about their finances. I receive daily notices from the “Free 30-Minute Consultation” form pouring out their life, what they are worried about & what they want. National Post family finances – I was interviewed for 6…
Read MoreFinancial Post Article: This Alberta couple won’t retire for another 30 years, but they can start planning now
The Financial Post asked me to review the finances of a 30-something Alberta couple who hope to have another child in the next few years and see themselves buying some property and building a home where they will retire. See why it’s a big benefit for you to plan for the retirement you want years…
Read MoreTop 10 Money Myths That Block Your Financial Freedom
Top 10 Money Myths That Block Your Financial Freedom. This is one of my favourite topics. Most ideas that people believe about money are just not true or not optimal. My blog, Unconventional Wisdom, is about all the things I’ve learned over the years from my experience writing thousands of financial plans and reading hundreds…
Read MoreRental Property vs Stock Market – What’s the Best Investment?
From the eye of a growth investor, what is the best investment – a rental property or the stock market? We will discuss topics you won’t see anywhere else: Head to head: Returns on rental property vs. stock market. Saving tax on rentals with smart use of CCA & properly recording sale on your tax…
Read MoreHow to Easily Outperform Investment Advisors & Robo-Advisors
Investment advisors and robo-advisors have a massive disadvantage – they are short-term thinkers. You can easily outperform them by learning the skill of long-term thinking. Short-term thinking leads them to select suboptimal investments and focus on the wrong risk. You can clearly see this because nearly all investment advisors and robo-advisors do the “4 Performance…
Read MoreFinancial Post Article: B.C. couple has plenty of money, but even the wealthy need a coherent financial plan
A financial plan is really a life plan to think through what you want to do with your money and life. This is why the wealthy need a Financial Plan, just like everyone else. What lifestyle do they want to live and what do they want to do with their money? How comfortable of a…
Read MoreInvestment Risk That Affects Your Life vs Investment Industry Risk
Did you know that how you define risk can actually make or break your retirement? This video and podcast episode offers you a direct head-to-head comparison of two different outlooks on the world and on investment risk. Defining risk is critical to decide the best investment strategy for you. People with the right outlook on…
Read MoreFinancial Post Article: This retired man has been living on cash savings – but that’s a mistake.
The Financial Post asked me to review the finances of a retired man making the mistake of living off his cash savings. See how learning to have a higher risk tolerance makes his retirement more comfortable. CLICK THE LINK BELOW TO READ THE ARTICLE BY MARY TERESA BITTI: This retired man has been living on…
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