Guiding Your Canadian Wealth Building Journey
Blog Posts
Episode 136: A Costly Canadian Retirement Planning Myth & How To Avoid It
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now!Are traditional Canadian retirement planning strategies (RRSP, TFSA, RIF, ect) setting you up for success—or failure? What if the research shows that strategy isn’t enough—and that...
Episode 135: Double Your Investment Dollar: A Smith Maneuver-Like Strategy for Growth, Deductions, and Legacy – Part 1
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if you could get one dollar growing in two places at once while creating an income tax write-off just like the Smith Maneuver, but also get a life insurance death benefit for...
Episode 134: What Happens to Your Single Stock Portfolio When Market Volatility Sets In – How Nividia’s (NVDA) 12% Drop Impacts Your Portfolio
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you taking on too much risk by investing in individual stocks, or could a broader sector-based index ETF help protect your portfolio from major swings in the market? In...
Episode 133: Canadian Business Succession Planning: What You Need To Know!
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you a Canadian business owner wondering how to pass your company on to the next generation without sparking a feud or losing its value? Succession planning isn’t just about...
Episode 132: The Four Phases of Wealth: Where Are You Stuck?
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you on the right track in your wealth-building journey, or are you stuck in one of the four wealth building phases and it’s holding you back from financial freedom? Building...
Episode 131: Dividends vs. Salary—Which One’s Secretly Draining Your Wealth?
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you tired of feeling uncertain about whether to pay yourself with a salary vs dividends from your incorporated business? As a Canadian entrepreneur, you want to keep more of...
Episode 130: The Millionaire’s Secret to Investing: Why Successful Canadian Investors Use ETFs Over Stock-Picking
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you tired of stressing over which individual stocks you should be adding to your Canadian investment portfolio? Wondering if there’s a smarter, simpler way to invest without...
Episode 129: Are You Saving/Investing Enough? How To Plan For Your Ideal Canadian Retirement Income
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ever wondered how your current savings stack up against Canada’s surprisingly low average retirement income? Or maybe you’re shocked by Canada’s average retirement income, yet not...
Episode 128: How I Made $616 in 5 Minutes (And You Can, Too) – A Covered Call Options Case Study
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! After our recent episode exposing how a simple covered call options strategy could create some additional income in your Canadian investment portfolio, you might be wondering what...
Episode 127: Expecting Unpredictability: The Secret To Your Million Dollar Canadian Portfolio Growth
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you prepared for the next major curveball life throws your way, or are you hoping it never arrives on your way to financial freedom? If you’ve ever felt uneasy about where...
Episode 126: RRSP & TFSA Maxed Out? Next Step Strategies For High Income Earners
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you wondering what comes next after maxing out all your tax-efficient investment accounts? If you’re a high-income earner who’s already filled up your RRSP, TFSA, and other...
Episode 125: Options Trading – Selling Covered Call Options To Grow Your Canadian Investment Portfolio
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you leaving easy-safe money on the table by letting your stocks sit idle in your portfolio? When the market’s unpredictable swings have you wondering if there’s a better way...
Episode 124: Turning Corporate Cash into Opportunity: A Safe Strategy for Business Owners | FAQ Permanent Life Insurance
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you worried about watching your corporation’s hard-earned savings shrink under heavy taxes, yet hesitant about taking big investment risks? Many business owners struggle to...
Episode 123: Building a Safety Net For Your Aggressive Stock Portfolio | Early Retirement FAQ
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you ready to discover a proven way to create consistent, reliable income without sacrificing your appetite for growth? If you’ve been juggling high-growth investments like...
Episode 122: How to Protect Your Retirement Income During Market Downturns: The Math Behind Early Retirement Part 4
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if there was a proven strategy to protect your retirement savings from market downturns and maximize the income you can withdraw? In this episode, we address one of the most...
Episode 121: Navigating US and Canadian Tax Systems For Canadian Investors| Money Insights
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you curious about how high-income individuals can leverage investment optimization tools to build lasting wealth, even in complex tax environments? In today's intricate...
Episode 120: Three (3) Cash Wedges To Boost Your Annual Income During Retirement: The Math Behind Early Retirement Part 3
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if you could retire years earlier than planned—without sacrificing financial security or peace of mind? Planning for early retirement is a dream for many Canadians, but the...
Episode 119: How Sequence of Returns Can Balloon or Bust Your Financial Plan: The Math Behind Early Retirement Part 2
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you relying on average annualized rates of return to plan your Canadian financial freedom and retirement future? Discover why that strategy might be putting your wealth at...
Episode 118: Why Time Is Your Biggest Ally (or Enemy): The Math Behind Early Retirement Part 1
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! The Math Behind Retirement and Specifically Early Retirement… Could you be unknowingly sabotaging your financial future by not fully understanding how compound interest is...
Episode 117: Stock Trading in Corporations: The Tax Landmine You Need to Avoid
Listen here on our website:Or jump to this episode on your favourite platform:Are you unintentionally giving half of your hard-earned money to taxes because of stock trading inside your corporation? As a business owner or high-income earner in Canada, navigating...