What’s the best type of loan for you? (and how to get the lowest rate)

What is the best type of loan for you episode

In this episode, we cover the types of debt tools available to us Canadians, and how to get the lowest rate on them. In other words, what debt options do we have in our Canadian toolbox that we can potentially use, and what are the pros and cons of each? My goal for you is…

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What Can You Get? COVID-19 Government Benefits and Major Mortgage Changes

What Can You Get - COVID-19 Government Benefits and Major Mortgage Changes

There’s been a lot of new programs and initiatives put in place by the Canadian government due to COVID-19 to help you financially. In this episode, I’m going to take you through what’s out there so that you can make sure you don’t miss out on some free money or benefits that can really help…

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Market Declines: How to Deal With + Coronavirus Impact

Market Declines - How To Deal With and Coronavirus Impact

A lot has been happening with the significant stock market declines and coronavirus, so I’ve been getting lots of questions such as: How am I adapting our portfolio and investment strategy to these declines? Should we be buying into the market at these low prices or selling? Should we be waiting out for the market…

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Our Early Retirement Story (and Lessons Learned from Achieving It)

Our Early Retirement Story and Lessons Learned from Achieving It

I recently realized that I haven’t really provided an update on our early retirement story and more importantly, the lessons learned from it so far. Therefore my goal for this episode is to share with you what we did wrong and what I think we did right, that allowed us to achieve financial independence by…

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Are You Saving Enough for Retirement? (And Other Top Questions)

Are you saving enough for retirement? (and other top questions)

Today we’re going to cover some of the top financial questions asked by Canadians, including the number one question, “Am I saving enough for retirement?”. The way we came up with these questions, is that as you may know, the fee-for-service financial planner that I use is John Kalos, and on my site, I have a…

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How to Live Off Your Investments and Stress Test Your Portfolio

How to live off your investments and stress test your portfolio - Roger Whitney

In this episode, we talk about how we can set our investments up so that we can live off them in retirement (whether it’s a traditional retirement or early retirement). We also cover the important subject of how to stress-test our investment portfolio so that we can help ensure that we don’t run out of…

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Insider Look At Top 7 Insurance Tricks That Keep You Overpaying

Insider Look At Top 7 Insurance Tricks That Keep You Overpaying

Today we have insurance industry insider, Laura McKay on the show, who reveals some of the top tricks and tactics used in the insurance industry, to keep us overpaying.  She covers what to look out for, and what we can actually do on our end to make sure that we get the best rates possible,…

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How to Create and Optimize Your Investment Portfolio (Pre and Post Retirement)

How to Create and Optimize Your Investment Portfolio Pre and Post Retirement

Our guest today is Jason Heath, CFP who has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense and is also a regular contributor to RetireHappy.ca. I’ve been reading his insightful financial planning articles on MoneySense…

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Buying a House, a Rental or Flipping Houses

Buying a House, a Rental, or Flipping Houses - Interview with Meghan Chomut

Today we have Meghan Chomut on the show who is a financial planner specializing in real estate for both your primary residence and rental properties. She has also personally done property flipping before so I thought it would be great to have her on the show to teach us some lessons and best practices that…

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Canada’s Youngest Retirees – How They Did It: Kristy Shen and Bryce Leung

Canada's Youngest Retirees - How They Did It - Kristy Shen, Bryce Leung

Today we have Kristy and Bryce on the show who are Canada’s youngest retirees. Kristy retired at 31 while Bryce was 32, and today I pick their brains on how they pulled it off, how they invest, and how they structured their investment portfolio to ensure that they never run out of money. Listen to it on…

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