Canadian Investing and Personal Finance
This is the story of how I achieved #financialindependence, with a 5 million net worth, and why I started the #CanadianMoneyTalk channels.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
The video asks questions for your #retirement, such as how much you need to #save, #invest and whether to use a #RRSP or #TFSA.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
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.
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.
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.
Day 2 – October 20, 2022:
Account Types vs. Investment Vehicle,
Which Vehicle to use when,
Taxation and Account Types,
RRSP,
TFSA,
Non-Registered or “Cash” account,
Comparisons and Notes,
Tax Table – Marginal Tax Rates,
Mortgages,
Credit Score,
Consumer Debt,
Pensions at Work,
Scams
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
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.
The video reviews whether one can grow a two-million dollar portfolio from 0 in 25 years. I use #financialplanning tools including #excel and #montecarlosimulation to confirm it is possible, depending on the return and amount invested every month.
The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.
The video looks at the different asset types like bonds, stocks, alternative investments, commodities etc. that you would like to have in your portfolio.
Canadian Money Talk