Guiding You On Your Wealth Building Journey
Recent Podcast Episodes
Episode 169: House Hacking in Canada: Genius Strategy or Hidden Tax Trap?
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Is sacrificing your home’s capital gains tax exemption really a deal breaker when it comes to house hacking in Canada? For many Canadians, homeownership feels like an impossible...
Episode 168: The Hidden Tax Traps of Scaling Real Estate and Day Trading Without a Plan
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you trying to scale your real estate investments while navigating the complexities of day trading profits, corporate structures, and tax strategy? If you’re building wealth...
Episode 167: Canadian Real Estate Investing with Other People’s Money (OPM): Myth vs. Reality
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you risking your financial future by blindly following the use “Other People’s Money (OPM)” playbook in real estate investing? If you’ve ever been tempted by social media...
Episode 166: 4 Financial Milestones to Ensure Your Early Retirement Strategy Works — Are You on Track?
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What does a nearly perfect Canadian financial freedom health score look like — and where do even the best wealth planners stumble? If you're working hard, investing smart, and...
Episode 165: How to Start Your Canadian Real Estate Investing Journey Without Fear or Failure
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What would you do if you had $60,000 available on your Home Equity Line of Credit (HELOC), a stable job, and a dream of real estate investing—but fear, family dynamics, and...
Episode 164: Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada? Many Canadians discover too late that cleaning up a poorly managed...
Episode 163: The Hidden Bias Costing Canadian Investors Thousands
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are your investment and business decisions secretly driven by fear of losing money more than the potential to gain? Whether you're chasing high returns through crypto, real...
Episode 162: 23 Years Old & Already Thinking Like A Millionaire: A Canadian Business Owner Case Study
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What if you could lay the perfect financial foundation for your future? Whether you're just starting your Canadian business journey or already juggling multiple ventures, knowing...
Episode 161: When Easy Leverage Beats Complex Strategies – A Canadian Business Owner Case Study
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you leveraging your assets the smart way here in Canada—or making it harder than it needs to be? Many Canadian business owners and investors have both corporate and personal...
Episode 160: The Hidden Cost of Your Financial Plan: The Gap Between Expectation & Reality
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are your financial planning wins leaving you feeling... underwhelmed? Even with growing savings or a booming Canadian business, it’s easy to feel like you’re financial planning is...
Episode 159: Navigating Big Market Drawdowns: Strategies for Canadian Investors
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you building your financial or investment portfolio just to watch it bleed during a downturn? If recent market drawdowns and dips have you wondering whether your DIY strategy...
Episode 158: When to Fund the RRSP Over Using the Smith Maneuver – A Blueprint for Canadian Business Owners
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you a Canadian business owner wondering whether to keep investing through your corporation, maximize your RRSP, or leverage the Smith Maneuver — and how each choice could...
Episode 157: Think You’re Diversified? The Risk Hiding in Your Canadian Portfolio
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you unknowingly putting your investments or your Canadian portfolio at risk by focusing too narrowly on familiar markets? Many investors, especially in Canada, believe they're...
Episode 156: How Fast Can I Access Leverage? Utilizing The Cash Value From Whole Life Insurance
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! How soon can you actually use your high early cash value participating whole life insurance policy to invest? Days, months or YEARS? If you’re an ambitious real estate investor or...
Episode 155: The Hidden Cost of Passive Income (And How to Fix It): A Canadian Business Owner Case Study
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are your passive income investments growing your wealth—or growing your tax bill? It's easy to think that getting started is the hardest part of building wealth. But what happens...
Episode 154: When NOT to Do The Smith Maneuver – A Case Study Exposing a Common Tax Trap
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Is the Smith Maneuver really the smartest move for the extra money you have sitting around? What about for a corporation’s retained earnings? If you're an incorporated business...
Episode 153: Navigating Canadian Real Estate with Investors Nick Hill and Daniel Foch
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! What’s holding Canadian real estate investors back from taking action — and how can creative financing unlock deals in today’s tough market? With rising rates, tighter lending,...
Episode 152: The Million Dollar Mistake Most Canadians Are Making Part 3 | Smith Maneuver Edition
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you making the million-dollar mistake most Canadians don't realize until it's too late? If you're laser-focused on crushing your mortgage as fast as possible, it might feel...
Episode 151: The Million Dollar Mistake Most Canadians Are Making Part 2 | Pay Off Your Mortgage? A Case Study
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Is it smarter to pay off your mortgage fast—or start investing now? Many Canadians instinctively rush to pay off their mortgage early, thinking it’s the safest financial move. But...
Episode 150: How Much Kevin O’Leary Says You Need to Retire — And What Would He Invest In?
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Think you're saving enough for your Canadian retirement — or are you just chasing returns while missing the wealth-building moves that Canadians like Shark Tank’s Kevin O’Leary...
Episode 149: Why More Learning Isn’t Growing Your Wealth (And What To Do Instead for Financial Freedom)
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Is your constant desire for continued learning actually holding you back from financial freedom? It’s possible that your are stuck in a cycle of constant learning without real...
Episode 148: The Safest Retirement Plan in Canada? A Zero-Risk Solution To Cover 100% of Your Lifestyle Needs
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here. What if you could...
Episode 147: Hope Is Not A Financial Retirement Strategy: The Silent Threat Limiting Your Portfolio’s Growth
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here. Are you making...
Episode 146: How To Reset Your Financial Plan and Know When it’s Time For A Change
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you feeling stuck in your financial journey—like no matter what you do, you’re spinning your wheels without making real progress or you’re unsure that your plan is the right...
Episode 145: Will Doubt Cost You Your Retirement or Financial Independence?
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here. Have you ever...
Episode 144: Don’t Get Tricked Into This Common Canadian Wealth Building Misstep
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here. What if the...
Episode 143: What We Can Learn From The National Study of Millionaires
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here. Are you constantly...
Episode 142: How to Turn Your Fixed Income Assets Into a Tax Efficient Canadian Wealth Building Machine
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here What if you could unlock more cash flow...
Episode 141: Why This Asset is the Core of Safe and Flexible Wealth Building Strategies
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you missing out on one of the most powerful financial tools available to Canadian investors and business owners? Many dismiss whole life insurance as just another expense, but...
Episode 140: Your Financial Goals Are Lying to You… Here’s Why
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you sure your financial goals here in Canada are on track? If you’ve been feeling stuck, it’s not because your financial goals are too big—it's because you may not have the...
Episode 139: The Dividend Investing Myth That Might Be Costing You More Than You Think
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are dividends really delivering “free money,” or is there a hidden cost draining your portfolio’s potential? If you’ve been relying on quarterly dividend checks to feel...
Episode 138: Keep, Sell, or Leverage: Why Keeping Your Home as a Canadian Rental Property May or May Not Be The Best Move!
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Thinking about turning your current home into a rental when upgrading to a new one? Before you commit, how do you know if it’s a smart financial move or a costly mistake?...
Episode 137: Double Your Investment Dollar: A Smith Maneuver-Like Strategy for Growth, Deductions, and Legacy – Part 2 – Corporate Edition
Listen here on our website:Or jump to this episode on your favourite platform:Watch Now! Are you leaving valuable tax deductions and investment opportunities on the table by not leveraging your corporate retained earnings efficiently? Many Canadian business owners...
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...