This video is about some actions to help with #taxes, #financialgoal and #Budget for the #2023 calendar year.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Category Archives: Financial Planning
Video: Actions to take before Year End
This video is about some actions to help with #taxes for the 2022 calendar and tax year. It includes #dollarcostaveraging and #rebalancing.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video: My Thoughts on Market Happenings – Dec 9, 2022
I look at the #market, #marketnews, #marketupdates and overall #businessnews for the #week ending December 9, 2022.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video: TFSA and the coming 2023 changes
The video is about the #registeredaccount #TFSA, with a look at #taxes and upcoming changes for 2023.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video: Withdrawal Strategies for Retirement
I answer how to get #cashflow in #retirement from #dividends or #systematicwithdrawal.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video: Investing Basics Part 4: Oct 27, 2022
Agenda Day 4 – October 27, 2022
Question & Answer Session
#personalstory #FIRE #mutualfunds #USrealestate #Knowyourclient #timeframe #taxes #investing #howtostart
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video: Investing Basics Part 3: Oct 25, 2022
Day 3 – October 25, 2022, 6 PM Pacific
Taxes Continued,
Insurance,
Becoming Financially Independent,
Portfolio Examples,
Mutual funds,
Mutual Fund Loads,
How to begin,
Alternate Investments,
Investment Comparisons,
Financial Advisors,
Bank Financial Advisors & independent Financial Advisors,
Robo-Advisors,
Even if you have a financial adviser…,
Information,
Reading List
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video:Investing Basics Part 1 Zoom Seminar Oct 18, 2022
Day 1 – October 18, 2022
Contents
Presentation Goals
About Me, Caveats & Notes
Glossary
Vehicle Types
Risk
Risk and Types of Investments
Asset types
Importance of starting early
Importance of low fees
Markets go up in the Long Run
Investing Strategies
Lump Sum
Dollar Cost Averaging
Rebalancing
Personal Oversight
When Markets go down
My Strategy for the stock market
Video: Evaluating Mutual Funds & Which Ones I Own
I reveal my #portfolio of #mutualfunds and share my process of how to look for mutual funds for #growth and #dividends.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Video: Canadian & US Housing Price & Debt Analysis
The video reviews #Canadian and #US #RealEstate and refers to #Debt and #DisposableIncome. Canadian balance sheets are worse off than Americans’.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
Canadian Money Talk 