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 2 Zoom Seminar Oct 20, 2022

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

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.

Video: Can you grow a multi-million dollar portfolio?

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.

Video: How to invest in today’s Environment

The video describes what kinds of #investments to buy in times of #inflation, #volatility and #war. We look at companies with an #economicmoat, strong #balancesheet and increasing #dividends.

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

Video: Analyzing Value Investments

The video is about analyzing value investing for dividends and cashflow.  I review the various ratios, and talk about the economic moat and the overall approach.

The Canadian Money Talk channel concentrates on Canadian investing and personal finance in Canada.

Video: Investing in Different Asset Types

The video looks at the different asset types like bonds, stocks, alternative investments, commodities etc. that you would like to have in your portfolio.