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.
We introduce a 5 part series on Estate planning and announce our first webinar which will be held on September 10, 2020. Details to follow soon!
On this week's episode, we wrap up the series Key Questions for the Long Term Investor. Today we look at the question: Should I make changes to my portfolio based on what I am hearing in the news?
Learn how to incorporate employee stock options into your personal financial planning. We also discuss the role of market timing and why it is so difficult to do effectively.
In today's episode we discuss ways that Sue and Dave can effectively split income. We also discuss how international investing can boost your returns and lower your volatility in the long run.
6 ways that you can prepare for a possible layoff & introducing factor investing.
Today we discuss Question 4 in our series - Key Questions for the Long Term Investor. We also talk about asset allocation, measuring your risk tolerance, and why now is a good time to revisit your personal comfort level with volatility in your portfolio.
Today we discuss an article from Alexandra Maqueen. The article discusses several ways the Coronavirus pandemic might change the way we think about retirement planning in Canada. We also continue with our series: Key Questions for the Long-Term Investor.
6 ways to collaborate with your employer to get the most of COVID-19 benefits. Important if you have been laid off, believe you might be laid off, or expecting to be rehired. Then we go into the approach to choose an outperforming mutual fund. It's harder than you think.
Today, we discuss Larry Swedroe's new book "Your Complete Guide to a Successful and Secure Retirement". Larry is a prolific author and practitioner in the investment and retirement space. We talk about the key elements to a successful retirement. This list has nothing to to with numbers and figures. It has everything to do with your passions, your purpose, and your growth. It applies to retirees, and to anyone who wants to build a purpose-driven life.