Rising Interest Rates, Variable vs Fixed Mortgages, and How to Take Equity Out of Your Home
In this episode, we cover the rising interest rate environment that we’re currently in here in Canada, and how it can impact you financially. We also cover how to decide whether you should go fixed or variable on your mortgage in the current interest rate environment. Next, we cover the subject of how you can…
Your Guide to All-In-One ETFs and Socially Responsible Investing
On this month’s episode, we’re going to help you evaluate whether you should pick one ETF for your entire portfolio (these are referred to as ), or if you should pick and choose multiple ETFs for your portfolio to fine-tune it based on your specific preferences. We also talk about how to determine the for…
How to Use Factor ETFs to Fine-Tune Your Portfolio + Market Update
Many listeners of the show (myself included) are total market index investors, where we just buy ETFs that are meant to represent the entire market as a whole, worldwide (as opposed to stock picking, or trying to speculate what will go up or down and investing based on that). After you’ve been index investing for…
How to Live Off Your Investment Portfolio With Best Selling Author Andrew Hallam
Today I’m extremely excited to have Canadian best selling author, Andrew Hallam on the show. His first book, Millionaire Teacher is currently the #1 best seller in the Investment and Portfolio Management category on Amazon. He has been investing in the stock market for 32 years, having built a million-dollar portfolio on a schoolteacher’s salary…
How to Make Sure You’re Covered: Optimizing Insurance in Your Financial Planning
If you’re working with a good certified financial planner here in Canada (a CFP), there are specific categories that they should be helping you optimize. According to FP Canada, which is the organization that issues the Certified Financial Planning designation, there are 6 areas that should be covered, as they are critical to your financial…
Lessons Learned After 5 Years of Early Retirement + Post Pandemic Small Business Update for Canadians
Today we’re going to have a two-part episode. Part 1 will be about the lessons that I’ve learned after being either fully retired, or semi-retired for the past 5 years. I definitely made some mistakes both during retirement and leading up to retirement; things that I definitely would have done differently if I were to…
How to Save Money: Top Lessons From Teaching 100,000+ Canadians
This episode is with Arian Beyzaei, the Vice President of Enriched Academy, a financial literacy educator, and one of the most successful companies to be featured on the show Dragon’s Den. Over the past 6 years, Arian has travelled around the country teaching Canadians how to get smarter with their finances. He has presented to…
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…
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…
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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