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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Back to Basics: RESPs (How to Maximizing Your Child’s Grant and Minimize Your Fees)

RESP ETF Market Insights

I had the pleasure of being interviewed on ETF Market Insights to share some top best practices when it comes to saving for your child’s education via RESPs (Registered Education Savings Plans). We cover: How to maximize your grant How to minimize your fees The investment products that are very well suited for RESPs What…

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Paying Less in Interest, Getting the Right Mortgage (New or Renewal), Handling the Higher Interest Rates in Canada

Sean Cooper - Paying Less in Interest, Getting the Right Mortgage, Handling Higher Interest Rates in Canada

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on Google Podcasts. With the multiple interest rate hikes that we’ve been experiencing here in Canada, many Canadians have seen their monthly cashflow take a hit, whether it’s because you have a variable rate mortgage, a line of credit, or other forms of debt.…

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Lessons on Mastering Money in Canada – Featuring Fred Masters

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on Google Podcasts. Today we have Canadian author and speaker Fred Masters on the show. Fred has been a professional financial educator for decades here in Canada. He speaks at different universities to students and alumni, teaching financial wellness. In this episode, he’s going…

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How to Optimize Your Investments to Pay the Least in Tax, for Canadians (Featuring Brendan Wood from Passiv)

How to Optimize Your Investments to Pay the Least in Tax (for Canadians) Brendan Wood r

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on Google Podcasts. Today, you’re going to learn how you can save money on your investments, by having the right investments, in the right accounts so that you pay as little tax as possible here in Canada. For example, if you hold Canadian stocks,…

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How Much Should You Optimize Your Investment Portfolio? The Pros and Cons of Each Approach (Featuring Brendan Wood from Passiv)

How Much Should You Optimize Your Investment Portfolio - Brendan Wood - 109

Listen to it on Apple Podcasts. Listen to it on Spotify. Listen to it on Google Podcasts. Today, you are going to learn about how much you can save in fees and taxes on your investments, depending on how much time you want to spend optimizing your investment portfolio. In Canada, there are inexpensive options that…

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