Teaching Kids About Money with Will Rainey

Teaching Kids About Money with Will Rainey

How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.

The Ins and Outs of Preparing Your 2021 Tax Returns

The Ins and Outs of Preparing Your 2021 Tax Returns

Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.

Retirement and the 4% Safe Withdrawal Rule

Retirement and the 4% Safe Withdrawal Rule

In an ideal world, following the 4% withdrawal rule would allow you to plan your retirement cash flow in a way that ensures your financial investments can support you throughout retirement. But as with all generalizations, the 4% withdrawal rule comes with both advantages and disadvantages.

Custodian Services & Independent Portfolio Management Firms

Custodian Services & Independent Portfolio Management Firms

In this episode, Matthew and Keith talk about why third party custodians are crucial partners for PM firms, how discount brokerages can afford to offer no trading fees, the latest trends Matthew has identified from his work with PM firms across the country, succession planning in PM firms, and so much more!

Delta variant & investor implications

Delta variant & investor implications

In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!

Voluntary Disclosures: You can run but you can’t hide

Voluntary Disclosures: You can run but you can’t hide

With increasing global connectedness, the world today is smaller than it’s ever been. Countries are coming together to share information in a global trend towards greater transparency and with that, undeclared assets are much more likely to be discovered. So if you’ve found yourself in a situation with undeclared assets, what can you do to get on the right side of things?

Net Worth Boom and Inflation

Net Worth Boom and Inflation

We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.