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.
Today we discuss critical factors to think about to optimize your RRIF strategy and the significant impact that strategic planning can have on your estate value.
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Managing your finances as couples is hard. How do you get on the same page to work together towards a shared vision and budget for your future?
Estate planning should be a priority for every Canadian investor. Without a valid legal Will, the government is the decision-maker for the future your assets.
The Tax-Free First Home Savings Account (FHSA) is coming, giving first-time homebuyers the ability to save $40,000 towards the purchase of a home. What is the FHSA and what should you consider?
What are the factors affecting Canada’s housing crisis? How do we start to tackle this housing crisis issue? Public policy professional, Steve Lafleur, joins us to discuss these questions.
Depending on your unique circumstances throughout your life, understanding your CPP, QPP and OAS pension options can be challenging yet it’s critical for financial success.
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.
In this episode, Keith, Marcelo, and renowned author Andrew Hallam discusses real success: how to spend for happiness, how to invest effectively, how to boost life satisfaction and enhance longevity.
In this episode, Ruben and Hugh talk about the role of the executor of the estate, why it’s important to work with legal and financial professionals for estate planning, the implications of not having a proper will, how different types of investments are treated after death, why the winding up of an estate takes so long, and so much more!
Today we discuss the unique considerations doctors have when planning their finances – early career challenges, what to do about student loan debt, whether they benefit from forming a corporation, the advantages of RSPs and IPPS, and what doctors need to think about when it comes to retirement planning.