Episodes

  • 6 Steps to RIF/LIF Success, Part 2

    6 Steps to RIF/LIF Success, Part 2
    Nov 19 2023
    This week, Richard covers part 2 of the 6 Steps to RIF Success & Justin Elliot joins us from Caldwell Investment Management Inc.
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    22 mins
  • 6 Steps to RIF/LIF Success, Part 1

    6 Steps to RIF/LIF Success, Part 1
    Nov 12 2023
    This week, Richard covers part 1 of the 6 Steps to RIF Success & Naseem Husain, Horizon’s ETFs joins us.
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    23 mins
  • Cross Border Banking

    Cross Border Banking
    Nov 5 2023
    This week, Richard covers tax loss harvesting & Marlene Atzori joins us to talk about Cross Border Banking.
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    23 mins
  • Volatility Impacting your Retirement

    Volatility Impacting your Retirement
    Oct 29 2023
    This week, Richard covers how Volatility can impact your Retirement and Dennis Taillefer joins us from Caldwell Investment Management Inc.
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    22 mins
  • Cash Buffer

    Cash Buffer
    Oct 22 2023
    Richard covers the Cash Buffer, maximizing your cash flow and minimizing your taxes in retirement. Surenanthan Tharumkuasingam from Vanguard Investments joining us to discuss long term strategic view for US Value and US Growth.
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    22 mins
  • Year End Tax Strategies Continued

    Year End Tax Strategies Continued
    Oct 15 2023
    Richard continues with Year-End Tax strategies for a second week. Then we have special guests Nick Piquard & Pat Sommerville Joining us from Hamilton ETFS to talk about Bond Funds.
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    22 mins
  • Year-End Tax Planning Tips

    Year-End Tax Planning Tips
    Oct 8 2023
    Richard goes over key year-end tax planning tips & Michael Kovac’s Founder, President and CEO of Harvest ETFs joins us to go over Covered Call Treasury Bonds.
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    22 mins
  • 6 Benefits of having a Financial Plan

    6 Benefits of having a Financial Plan
    Oct 1 2023
    Richard covers the 6 Benefits of having a Financial Plan Jeff Parks, CEO of Stack Capital also joins us!
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    23 mins