Posts Tagged ‘equities’
How 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…
Read MoreLive Q&A from Canadian Financial Summit 2022
In November 2022 I was a speaker at the Canadian Financial Summit. It is Canada’s #1 online financial summit. Kornel Szrejber who runs the event & the Build Wealth Canada podcast, did a Live Q&A with me for exclusive access pass holders. He gave me a link to this private event, so I could share…
Read MoreHow to Design Your Retirement Income: An Overview
With so much advice on retirement, sometimes it’s hard to know what to do. How do you put all the details together to get the retirement income you want with the minimum lifetime tax? Quite a few people asked me questions about retirement income in response to my last video. In my latest video, you’re…
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