Video: Things I do January 1st

This video is about some actions to help with #taxes, #financialgoal and #Budget for the #2024 and #2025 calendar years. With the #NewYear having come and gone, I thought I would share some things that I did on #January 1st of 2025, and what the state of my #finances is. I look at my #networth, budget, total #dividends, #taxbrackets, #compare my #investing prowess against the #benchmark, show my 2025 #TFSA purchase, #fees, creating #SMART #goals, #rebalancing a #portfolio and other #administrative things for 2025.

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/

Video: Dave Ramsey: Why His Advice Isn’t for Everyone

Are you following the #DaveRamsey #financialadvice but feeling like it doesn’t quite fit your situation? In this video, I take a deep dive into Dave Ramsey’s popular personal finance theories and offer a #criticalanalysis of why his #one-size-fits-all #approach might not work for everyone. From his stance on #debt to his #investment #strategies, I challenge some of Ramsey’s key principles and provide #alternative #perspectives to help you find a financial strategy that suits your #unique #needs. I explore the #pros and #cons of Ramsey’s methods and discuss more flexible, modern approaches to managing your money.

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/

Video: Stock Buying & Selling Strategies

The video covers a #question about #entry and #exit #strategy for #stocks – how much to buy and when to buy, and what to do if the stock goes up or down. I look at #buy and #sell #strategies, as well as the #psychological and #mindset aspects of #owning stocks. I discuss the best way to #allocate #capital for the #best #ROI.

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/

Video: November 2024 Stock Pick: Toronto-Dominion Bank

This is the #stockpick for the month of #November, #TD or #TorontoDominion, a #Canadian #BigBank #financial #company. They are a #value #stock and a #dividend payer and are inexpensive because of a #regulatory #scandal about #moneylaundering.

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/

Video: Investment Opportunities around the Globe in 2025

The video looks at #Investing #Themes, #Sectors and #geographical #locations to invest in through #2025 and beyond. I look at #themes like #AI #infrastructure, #applications, #geopolitics, #Environmental #Sustainability, #Private #Markets, and the #Energy #Transition. The #sectors I cover are #Technology including #Cybersecurity, #Healthcare, #Energy, #Industrials, #FinancialServices and #BasicMaterials. Finally, I look at several #countries, grouped by #fastest-growing, #emergingmarkets, #developedmarkets and #Other.

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/

Video: Sunlife vs. Manulife

I compare #Sunlife vs. #Manulife #stocks, looking at #dividends, #cashflow, #pe #ratios and the stocks’ histories. Manulife has only recently escaped a #tradingrange, and started its #appreciation, while Sunlife has been a decent #capital appreciation stock for a while.

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/

Video: October 2024 Stock Pick: Canadian Natural Resources

This is the #stockpick for the month, #CNQ or #CanadianNaturalResources, a #Canadian #BigOil #oil company. They are a #value #stock and a #dividend payer and are inexpensive because of a relatively low, but #increasing oil #price.

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/

Video: Six Financial Goals to Hit by 60

I review the 6 #financial items you should have handled, or at least thought about, by 60: #retirement number, #AssetAllocation, #TaxPlanning, #Insurance, #retirement #goals and #Government #Pensions.

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/

Video: A Canadian Retirement Study

I discuss a May 2024 Harris #Poll on #Canadian #retirement, done on behalf of #EdwardJones. We discuss what the survey found as #keys to #success in retirement, what financial course corrections one can make, like #reducing #debt, #maximizing #savings, following a #plan and a #budget, and getting #financial #education and #Financialadvice. It is important to #testdrive your retirement first if you can, and two-thirds of #Millennials are concerned that their #parents or #in-laws may not have enough money to live comfortably in retirement.

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/

Video: September 2024 Stock Pick: Bank of Montreal

This is the #stockpick for the month, #BMO or #Bank of Montreal, a #Canadian #BigFive company. They are a deep #value #stock and a #dividend payer and are inexpensive because of a couple of arguably bad quarters.

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/