Conversations on Money, Values, and Parenthood | Ep. 52

Conversations on Money, Values, and Parenthood | Ep. 52

Send us Fan Mail What changes when a financial planner becomes a parent? More than you think—and less than you might expect. In this episode, Tre shares the practical money moves he made after having a child, from updating the family will to reviewing life insurance, adjusting cash flow, and setting money aside early for future needs. He also talks about the bigger parenting challenge: teaching kids how money works without spoiling them, scaring them, or making money the centre of everything....

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Jaksot(57)

Why Investing Gets Complicated for Corporation Owners | Ep.57

Why Investing Gets Complicated for Corporation Owners | Ep.57

Send us Fan Mail Investing gets more complicated once you move beyond RRSPs, TFSAs and simple registered accounts. For Canadian corporation owners, incorporated professionals, and investors with taxab...

26 Kesä 24min

Send This to Someone Who Needs to Start Investing | Ep. 56

Send This to Someone Who Needs to Start Investing | Ep. 56

Send us Fan Mail Do you know someone who keeps saying they’ll start investing “later”? This episode is for the person who knows investing is important but feels overwhelmed by where to begin. Tré and ...

19 Kesä 26min

RRSPs Aren’t a Scam, But This Mistake Is Costly | Ep. 55

RRSPs Aren’t a Scam, But This Mistake Is Costly | Ep. 55

Send us Fan Mail RRSPs are not a scam, but using one without a withdrawal plan can create an avoidable tax problem. In this episode, we explain when RRSP contributions help, when they don't, and why r...

12 Kesä 32min

Are You Paying Too Much to Invest? | Ep. 53

Are You Paying Too Much to Invest? | Ep. 53

Send us Fan Mail Paying more for investing does not automatically mean you are getting better advice, better products, or better returns. In this episode, Tre breaks down what Canadians should underst...

29 Touko 1h 3min

Too Good to Be True? Investment Red Flags Explained | Ep. 51

Too Good to Be True? Investment Red Flags Explained | Ep. 51

Send us Fan Mail Have you ever looked at an investment and wondered if it was too good to be true? In this episode, we walk through the red flags that can show up in private investments, real estate ...

15 Touko 27min

Why Smart People Make Bad Money Decisions | Ep. 50

Why Smart People Make Bad Money Decisions | Ep. 50

Send us Fan Mail Your calm self is not always a good judge of what your stressed self will do. In this episode, we talk about why smart people still make poor financial decisions under pressure. What...

8 Touko 56min

Popular Money Advice vs What the Research Says | Ep. 49

Popular Money Advice vs What the Research Says | Ep. 49

Send us Fan Mail Most money advice is popular because it’s easy to follow — not because it’s right. In this episode, I break down what academic research says about personal finance versus what popula...

1 Touko 39min

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