How to Live Off Your Investments in a Sustainable, Stress-Free, and Tax Efficient Way in Canada

Ed Rempel - How to Live Off Your Investments

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on YouTube Music or YouTube When we first hit our financial independence number 8 years ago, one of the financial planners that I asked to look at our numbers before my wife and I quit our full-time jobs was Ed Rempel. At the time, I asked…

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Avoiding the Yield Trap: Are You Too Focused on Generating Income From Your Investments?

Avoiding the Yield Trap - Chris Heakes

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on YouTube Music or YouTube Having your investments pay you large dividends or yield sounds great. It’s truly passive income where money just shows up in your account without you having to do anything, and without you having to sell off any of your investments even…

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How to Prevent Fraud in Your Accounts in Canada

How to Prevent Fraud in Your Accounts in Canada

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on YouTube Music or YouTube A big thanks to RBC for sponsoring this episode.  We talk a lot about growing our net worth as Canadians, but what about actually protecting our assets from threats like fraud? So, I thought we’d get some security experts on the…

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The Top Investing Mistakes Canadians Make

The Top Investing Mistakes Canadians Make - Peter McMurtry

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on YouTube Music or YouTube Listen to it on Google Podcasts. When it comes to managing our investment portfolios, there are definitely some mistakes that are easy to make, and ones that a lot of Canadian investors tend to do.   In this episode, we have Peter…

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How to Save Money on Your Mortgage + 2024 Housing & Interest Rate Update

How to Save Money on Your Mortgage + 2024 Housing & Interest Rate Update

With inflation slowing down here in Canada, we are starting to hear talks about the Bank of Canada no longer planning to increase our interest rates, or maybe even lowering them. This can have an impact on your investment portfolio, particularly if you hold bonds, because remember there is that inverse relationship between interest rates…

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Important Tax & Investing Changes for 2024 (for Canadians)

Important Tax and Investing Changes for 2024 (for Canadians), Jason Heath, Hannah McVean

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on YouTube Music or YouTube Listen to it on Google Podcasts. Today, we’re going to cover what you need to know from a tax, investing, and financial planning perspective as we head into this new year. As you know, the government makes changes every year…

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Where to Park Your Cash? Regulatory Changes & What are Your Options in Canada?

Where to Park Your Cash in Canada - Matt Montemurro

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on YouTube Music or YouTube Listen to it on Google Podcasts. We’ve all heard of high interest savings accounts that we can open up at our bank. But is that always our one and only best option when it comes to where we keep our short…

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How to Live Off Your Investments in Canada – Kyle Prevost

How to Live Off Your Investments in Canada - Kyle Prevost

In this episode, you’re going to learn: How to deal with the volatility of the stock market, once you are financially independent and are living off your investments:There are many schools of thought and structures when it comes to dealing with this challenge here in Canada. Retirement expert, Kyle Prevost takes us through his research…

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4 Steps to a Worry-Free Retirement in Canada – Kyle Prevost

4 Steps to a Worry Free Retirement in Canada - Kyle Prevost

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on Google Podcasts. In this episode, our guest Kyle Prevost is going to take us through how much we need to retire, as Canadians, and how much can we sustainably withdraw from our portfolio to not run out of money once we retire. If…

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RESP Guide (Registered Education Savings Plan)

UPDATE: I was recently interviewed about RESPs again for the 2023/2024 year and so I wanted to include that video for you since the RESP training video that I was asked to do for all the Questrade customers (see below) is now a few years old (although it it still highly relevant and applicable since…

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