How to Be Your Own Money Manager: Passiv + Wealthica

How to Be Your Own Money Manager: Passiv + Wealthica

Today we’re going to focus on how to best track your investments, as well as your net worth. This is of course critical, as you need this data to determine: 1. How much more do you need to be financially independent and retire? 2. Whether you are trending in the right direction(i.e. Is your net…

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The Best ETFs in Canada for 2021

The Best ETFs in Canada for 2021

In today’s episode, we’re going to cover the top ETFs in Canada, specifically for Canadian investors. These findings are based on 8 experts in this field who are part of the Best ETFs in Canada Guide which is published annually on MoneySense and written by the one and only Jonathan Chevreau. In this episode, we’re…

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How to Get Your Will Done in 20 Minutes (and Why It’s Critical)

How to Get Your Will Done in 20 Minutes (and Why It’s Critical)

More than half of Canadian adults don’t have a will which can cause additional legal costs, family conflict, and unnecessary legal battles.  Unfortunately getting a will done is very easy to procrastinate on as it can be a hassle to set up meetings with a lawyer, ask those difficult questions and be involved in all…

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How to Save On Taxes in Canada, Featuring Tax Expert Neal Winokur

How to save on taxes in Canada - Neal Winokur

Whether you’ve already done your taxes for the year or not, I wanted to dedicate this episode to the tax optimizations that you can do to save tax not only this year, but for future years as well.  To help me with this, I’ve brought on accountant Neal Winokur on the show. Neal is a…

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Rising Mortgage Interest Rates & Real Estate Update For Canadians

Rising Mortgage Rates - Sean Cooper

With fixed mortgage rates finally beginning to increase in Canada, many Canadians are wondering whether they should be locking in their mortgage rate in case interest rates continue to climb. We also cover whether you can lock-in a mortgage rate now, and then have the option to renew at the lower rate if the interest…

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What Investments to Hold in an RRSP vs TFSA vs Taxable Account (Asset Location)

What investments to hold in your RRSP vs TFSA vs taxable accounts (Asset Location)

Students of the investing course frequently ask me which investments to hold in an RRSP vs a TFSA vs their taxable accounts (i.e. their non-registered accounts). More specifically, we are referring to which ETF to hold in each account to maximize the tax efficiency that you receive. This guide will take you through what I…

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How To Do Norbert’s Gambit (currency conversion for the lowest possible cost)

How to do Norbert's Gambit

I’m frequently asked by students of my investing course on how to do Norbert’s Gambit. In a nutshell, Norbert’s Gambit is the least expensive way to convert Candian currency to US currency, and vice versa. In other words, it’s converting CDN to USD, or USD to CDN without having to pay the very high fees…

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Retired at 29 – How They Did It In Canada – A Case Study

Retired at 29 - Rejean Venne Interview

One of my favourite things to do on the show is to interview other early retirees, especially those in Canada to learn how they did it, and really dissect their journey to financial independence and/or early retirement.  No matter where you are on your financial independence journey, I truly believe that we can all learn…

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Optimizing Your Investments and Finances for the New Year and Beyond

Robb Engen - Build Wealth Canada Interview

Today we have Robb Engen on the show who is the creator of one of the most respected personal finance blogs in Canada over at Boomer and Echo. He’s been writing about personal finance and investing on the blog for more than 10 years, and he’s also a fee-only financial planner, where he helps Canadians…

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How To Structure Your Investments For An Early Retirement

Mark Seed - My Own Advisor - How to Structure Your Investments for an Early Retirement

In this episode, we’re going to cover how you can retire early, or at the very least, semi-retire early so that you have more time for friends, family and recreation. My guest for this month is Mark Seed, who instead of rushing to achieve some giant investment portfolio number and fully retiring to never have…

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