Automating Your Investment Portfolio and Sticking to Your Plan
Today we’re going to cover how you can best automate the management of your investment portfolio, while still paying the lowest possible fees. We also share best practices when it comes to sticking to your investment plan. To help us discuss this, I have Brendan Wood on the show who is one of the founders…
What’s the best type of loan for you? (and how to get the lowest rate)
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…
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…
Market Declines: How to Deal With + 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…
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…
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…
How to Live Off Your Investments and Stress Test Your Portfolio
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…
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,…
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…
Buying a House, a Rental or Flipping Houses
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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