I had a chance to have a discussion with Jason Allan from Allan Law this week about wills, powers of attorney, and estate planning. Jason is an estate planning attorney in Aurora, working with his wife Leslie in a family practice.
Welcome to Episode 36 of Retire Me, and Happy New Year! In today's episode I share 2 lessons that I re-learned in 2020 1) The market cannot be timed 2) Don't mix your investing decisions with politics
Welcome to Episode 35 of Retire Me! I interviewed Nino Notarandrea, a Mobile Mortgage Specialist from RBC. Nino has been a mortgage professional for many years, and he is a go-to person for me whenever I have questions about mortgages that I need help with. We talk about how Nino got started in the mortgage industry, things that have surprised Nino about the mortgage market in 2020, considerations for people who have a mortgage but may want to take advantage of lower rates, the decision between fixed and variable rates and his personal approach, considerations for parents who want to help their children buy homes, and how signing onto a child's mortgage can impact you, what he would change about the mortgage industry, and much more.
This week, I discuss dividend stocks. A lot of retirees wonder if they should simply invest in a portfolio of dividend-paying stocks for their retirement income. I explore the three big myths of dividend-only investors, which are: 1) Dividends are free cash 2) Dividend stocks beat the market 3) Dividend income is stable and reliable From there, I go through my Top 5 holiday movies and talk about some upcoming interviews that I'm going to be bringing to the show in 2021.
How might government spending impact my taxes? What are some year-end financial tips that can help me save some taxes or benefit from existing programs? We discuss on today's episode of Retire Me.
Vaccine News and Value Investing, Luke's first YouTube Video, and setting goals for your retirement. Enjoy!
We are back!! On this week's episode, we discuss Bill Bengen's research into safe withdrawal rates. We also discuss some interesting research into value vs. growth stocks.
Should we just buy FAANGM stocks and call it a day? We look at the historical performance of stocks as they ascend to the top 10, and then their subsequent performance in the following years. From there, we look at reasons that a retiree might want to own life insurance in retirement.
On today's episode, we discuss the role of bonds in a retiree portfolio with yields being so low. We also discuss charitable giving strategies for retirees.
On today's episode, we explore gold and its value to a retiree portfolio. We also talk about ways to reduce taxes and probate when planning your estate.
Trusts aren't just for the rich and famous - they are valuable tools for many retirees. If you own US property, make sure you get your tax documents in order - the CRA is looking at US real estate transactions.
In today's episode we go through the importance of having an updated will as you approach retirement. We also discuss some interesting announcements from Greece to entice retirees to move from abroad and retire in Greece. We also discuss an article in the Globe and Mail describing how only 1% of retirees are deferring CPP to age 70.