The 5 Ws of Estate Planning with Edmond Fhima
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.
Tax-Free First Home Savings Account (FHSA)
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?
Solutions for the Canadian Housing Crisis
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.
Understanding Your CPP, QPP and OAS Pension Benefits
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.
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.
Maximizing Life Satisfaction and Happiness with Author Andrew Hallam
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.
Death & Taxes: What you need to know.
Discover essential insights on navigating the complexities of death & taxes: executor roles, legal and financial planning importance, will implications, post-death investment handling, and estate winding-up delays.
Tax Planning for Medical Professionals with Riccardo Zerbino
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.
Voluntary Disclosures: You can run but you can’t hide
Explore the nuances of voluntary disclosures in financial planning on this episode of The Empowered Investor Podcast. Gain insights into tax strategies and regulatory compliance today!
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.
Family & Money with Family Legacy Guide Steve Legler
Join Steve Legler as he shares insights on Family & Money: preserving family wealth and crafting legacies that withstand generations.
Navigating Conflicts of Interest in the Financial Services Industry
It’s important to be aware of the ways that conflicts of interest can show up with financial advisors and how they can impact your portfolio.