Posts Tagged ‘financial planning’

How Does a Financial Plan Help You?

In this week’s video I’m interviewed by Kornel Szrejber, founder of the Build Wealth Canada podcast and website, and host of the Canadian Financial Summit. Kornel runs the #1 personal finance podcast in Canada & the Canadian Financial Summit. He has been getting advice from me for awhile when it comes to financial planning and…

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Live 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…

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How 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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What Financial Question Is on Your Mind?

What burning financial question is on your mind? What topic(s) would you like me to tackle next?

I post a video or article on my blog, YouTube & my email list every Thursday and try to make it as relevant to you as I can. I am asking you now to find out what is most relevant for you.

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Why You Need A Growth Mindset

If there is one video you should watch of mine – it’s this one. It is my underlying outlook on life and financial planning. This is the outlook that leads to financial success. In my latest YouTube video, you’ll learn about the differences between a fear-based mindset and a growth mindset, and how wealthy people…

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5 Best Ideas To Optimize The Smith Manoeuvre

Is your mortgage tax deductible? You know the basics about the Smith Manoeuvre. This video is about the practical issues you may run into and how to maximize the benefits. We are Canada’s Smith Manoeuvre experts and have helped thousands of families implement it. Many “Smith Manoeuvre experts” just offer you a mortgage and leave…

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