Posts Tagged ‘investment wisdom’
Investment 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 MoreBest Ways to Get a Bigger Tax Refund
I was recently interviewed by Isabelle Docto from Daily Hive on the “Best Ways to Get a Bigger Tax Refund”. She asked two really interesting questions that didn’t make it into the interview, so I thought I’d answer them in this video and podcast. The questions are: Please check out the original article here: https://dailyhive.com/canada/best-ways-bigger-tax-return…
Read MoreBank Collapses for Dummies. Is Your Money Safe?
You may have heard in the news recently about the Silicon Valley Bank collapse. Here is a simple explanation with stories so anyone can understand why it collapsed. Could this happen to our Canadian banks? In my latest YouTube video and podcast episode, you’ll learn all about bank collapses and the best way to protect…
Read MoreTop 15 Hacks for Your First Home Savings Account (FHSA) aka The “Renter’s RRSP”
There is a brand new type of account in Canada coming out in April 2023. It’s called Your First Home Savings Account (FHSA) aka The “Renter’s RRSP”. You may know about RRSPs & TFSAs, well this is the third one, and it’s worth knowing because for many people, this is going to be the best…
Read MoreHow 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…
Read MoreFinancial Post Article: This couple wants to retire early, but are their government pensions enough?
The Financial Post recently asked me to review the finances of a couple that want to retire. They have a weekly Family Finance section where they ask financial planning experts. If you wonder about the benefits of having a Financial Plan, here is an example. What you will learn: CLICK THE LINK BELOW TO READ…
Read MoreWhat 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.
Read MoreYour FREE passes: See my talks at the #1 online event – Canadian Financial Summit 2022
The online Canadian Financial Summit is coming up the week of October 12-15. It’s the #1 personal finance event of the year. As a reader of the Unconventional Wisdom blog, here are your FREE passes for a limited time. With these FREE passes, you can watch all the talks. You can also offer your friends…
Read More5 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…
Read MoreDo Bonds Still Make Sense For Retirement Savings? The Debate
My recent video saying bonds are dead as an investment has started a debate on MoneySense and industry forums. Here is what the bond advocates are missing: It’s a financial planning issue. For example, if you and your spouse earn $50,000/year each ($100,000 total) and you want to retire on $80,000/year in today’s dollars in…
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