Transcript: The 5 Ws of Estate Planning
Discover the essentials of estate planning with Edmond Fhima. Learn the 5 Ws of creating effective wills and ensuring your assets are managed and distributed according to your wishes
Transcript: Inflation, Interest Rates and Bond Returns
Explore the impact of inflation, interest rates, and bond returns in this insightful discussion with Sooyeon Mirda, CFA, of Dimensional Fund Advisors. Learn strategies to navigate today’s financial markets.
Transcript: Maximizing Disability Tax Credit
Discover key insights on maximizing the Disability Tax Credit in Canada and learn how it benefits individuals and families with disabilities.
Transcript: Navigating Market Volatility and the Lessons from Intel
In this episode, we discuss market volatility and the risks of over-concentrated investments, using Intel as a cautionary tale. Stay diversified and think long-term.
Transcript: 2024 Mid-Year Investment Review
Join Keith and Lawrence as they discussing technology stocks, portfolio diversification, AI’s impact, and the effects of interest rates on Canadian households.
Transcript: Money and Couples
Discover why managing money as a couple is crucial. Learn strategies to align financial goals, communicate effectively, and avoid conflicts.
Transcript: The 4 Criteria to Evaluate Financial Advice
Learn the 4 criteria to evaluate financial advice and ensure you get the best guidance, expertise, and service for your financial needs.
Transcript: 15 Questions to Ask a Financial Advisor
Discover essential questions to ask when choosing a financial advisor. Ensure you get the right guidance, expertise, and service for your financial needs
Transcript: Managing Your Investment Portfolio Through a Recession
Learn to manage your investment portfolio through a recession. Get insights on strategies, historical lessons, and expert advice for economic downturns.
Transcript: Retirement Planning: Understanding your RRIF Options
Understand your RRIF options, RRSP conversion, RRIF withdrawals, and estate considerations to optimize your retirement strategy
Transcript: Teaching Kids About Money with Will Rainey
Learn effective strategies for teaching kids about money with Will Rainey. Discover how to instill good financial habits early for a secure future.
Transcript: Are rising interest rates a curse or a blessing?
Explore whether rising interest rates are a curse or a blessing. Understand their impact on bond investors, borrowing costs, and long-term financial strategies.