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Hedge Fund Strategies
Hedge Funds: Common Traits
The 4 Ds of tax planning
Canada Pension Plan (CPP): Overview & when to collect
Pay for your child’s education using the Registered Education Savings Plan (RESP)
Save for your child’s education with the Registered Education Savings Plan (RESP)
How The 2024 Budget Changes Affect Your Stock Options
10 Tax Tips for Millennials
Episode 41: The Future of Canadian Fintech: Leading the Charge with Robo-Advisors
Episode 55: Being Frugal: The Crux of Financial Happiness
A Common Sense Confession: I’ve Been Unfaithful to Market-Cap Weighting
Index Fund Investing: Truth or Dare?
Reconsidering REITs in Your Investment Portfolio
Does Market-Timing Ever Work?
RESP Myth: Offsetting Receipts
Why worry about whether we’re in another speculative bubble?
Should you be worried about high inflation?
A Dollar Saved is $2.43 Earned
What I Learned from a Year Long Shopping Ban
Student Loan Debt Repayment Case
RESP Grants (Canada Education Savings Grants)
4 Steps to Calculate Your Disability Coverage
How to Calculate Your Life Insurance Needs
Payroll Taxes and Taxable Benefits
Leaving a Job with a Defined Contribution Pension Plan
What You Need To Know About Debt
Handling Money (and Taxes) with a Side Hustle or Self-Employment
I Tracked All My Taxes for a Year
Isn’t Investing Just Gambling
How Much will you spend in retirement? Determining Your Replacement Ratio
Withdrawing from your RESP
What to Do with your Tax Refund
Withdrawing from the RRSP – How and Why?
Withdrawing Money from the RRSP through the Lifelong Learning Plan
Debt Repayment Strategies
How Much Do You Need to Retire?
Why You Need an Emergency Fund & How Much You Should Set Aside
How to Build an Emergency Fund
5 Ways to Pay for Post-Secondary Education
4 Ways to Save for your Child’s Post-Secondary Education
Everything You Need to Know About RESPs
Using Budgeting & Tracking Your Spending to Make Informed Decisions
Regular Actions to Take Control of Finances
Year End Financial Tips
Life Insurance for Millennials
Term vs. Permanent Life Insurance
Critical Illness Insurance
Intro to Retirement Planning for Millennials
A better way to fund your retirement: ARVA explained
Is saving 10% of your income enough for retirement?
Canada Pension Plan Explained
Old Age Security (OAS) Explained
Ebook: A Better Way to Fund Your Retirement
Episode 50: Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs
Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020
Episode 221: Permanent Life Insurance
Episode 211: Stocks for the Long Run…? (plus Reading Habits w/ Mark Sutcliffe)
Episode 203: S*** (Misguided) Financial Advisors Say
Episode 197: The Immortality of Bonds
Episode 178: Are Inflation Concerns Inflated?
Episode 172: Is the debate over renting vs. buying a home really over? Featuring Rob Carrick
Episode 170: Are Homeowners Happier than Renters?
Episode 164 – Comprehensive Overview: The 4% Rule
Episode 165 – Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning
Episode 162 – How to Select a (Good) Financial Advisor
What is (Good) Financial Advice?
Rational Reminder Episode 158 – Loss Harvesting and the Myth of Tax Alpha
Rational Reminder Episode 155 – Don Ezra: Planning for Life After Full Time Work
Rational Reminder Episode 154 – Renting vs. Buying a Home: How to Decide
Rational Reminder Episode 152 – Evaluating Systematic Equity Strategies
Episode 150 – The Ultimate Inflation Hedge
Investing in Technological Revolutions
Episode 99: Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy)
Market Crashes (Is This Time Different?)
Episode 89: Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau.
Episode 88: Market Drops, Biological Age, and FIRE any Time
3 Caveats to Consider About Investing in IPOs
Episode 81: Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson
Episode 80: A Planning Checklist, Portfolio Concentration, and Leverage
Episode 76: Over the Horizon: Forecasting Tips on Expected Returns, Property Cap Rates, and Capital Leveraging.
Episode 74: Playing with FIRE, Having a Belief System, and Term Life Insurance
Episode 73: The Loonie Doctor: Finance for Physicians: Personal Finance for High Income Earners
Is Investing Risky? Yes … and No
Episode 70: Fee-only Financial Planning, Home Country Bias, and Big RRSPs
Episode 68: Listener Questions and Re-Framing Risk
Are You Ready for a Recession?
Episode 65: Dr. Wendall Mascarenhas: Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession.
What Happens If You Can No Longer Make Your Own Money Decisions?
Episode 42: IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth
Episode 59: Alexandra Macqueen: Financial Economics and Annuities: Rational Planning for Retirement
Episode 53: Preet Banerjee: The Real Value of Financial Advice: An Empirical Perspective
Episode 47: The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme.
Rent or Own Your Home? A Handy 5% Rule
Episode 32 – Active or Passive Management: The Behavioural Explanations of Factors
Episode 30: The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe
Prescribed Annuity Income for a US Citizen in Canada
Episode 23 – The Basic Rules of Purchasing Insurance: What, Why, When and How Much!
Episode 20 – The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It?
Should You Invest or Pay Off Your Mortgage?
The business difference between product and advice
Episode 12 – Living through the financial crisis
Life Insurance: Who Needs It?
The 4% Rule for Retirement: The Trick Is in the Timing
FIRE? Here’s Why The 4% Spending Rule Does Not Apply to You
Housing: The Best Investment in History (On Paper)
Is Your High-Priced Advisor Any Wiser Than You?
The Case for Renting a Home – Part 1
Newsflash: Market Gurus Are Guessing
The Case for Renting a Home – Part 2
Episode 39: Steering Away from the Financial Extremes with Rob Carrick
