Video: Written Financial Plans

We look at official, purposeful #financialplans, that identify your #financial #goals and #plan to achieve them. Plans also include a #budget, review of #income, #expenses, #planning for #retirement, retirement #withdrawals, #riskmanagement, keeping #taxes low, #estateplanning like #wills, and getting out of #debt.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/

FREE investing and personal finance Zoom seminars January 16, 18 & 23

Hello everyone. I wanted to let you know about a series of three (3) FREE investing and personal finance Zoom seminars I will be running the next two weeks in January, 2024: January 16, 18 & 23 starting at 6 PM Pacific. Each seminar is different.
I’ll discuss investing strategies, Canadian taxation, comparing different asset types including real estate, and personal finance topics like credit cards, mortgages, credit scores, online scams and how to achieve financial independence.
The seminars are intended for beginners, but I will discuss more advanced topics as well e.g., which types of investments go in RRSPs, TFSAs and non-registered accounts.
If you’d like to attend, please sign up for all three seminars at https://canadianmoneytalk.ca/education/
There will be NO selling of any kind. I’m hoping to help you achieve the same financial independence as I did. I will answer questions during the sessions, and they will be interactive.

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.