Curious about Brookfield but overwhelmed by the acronyms and moving parts? Here’s the plain-English version—and where to get the full deep dive. Brookfield has been compounding value for more than a century. It operates in 30+ countries, employs a quarter-million people, and oversees over $1 trillion across renewable power, infrastructure, real estate, private equity, credit, and insurance. That scale—and the way Brookfield structures its businesses—creates two reactions from investors: …
Investment Rules to Safeguard Your Retirement [Podcast]
We lay out the core rules that protect your retirement plan: how to size a cash wedge, set a withdrawal policy you’ll actually keep, avoid duplicate exposure when mixing products, and review your plan annually so a market drop doesn’t derail your lifestyle. Join Retirement Loop. The doors are open for podcast listeners only today! Do not miss the reduced price! The membership gives you access to: A community of over 500 retirees (ran on Mighty Networks) where you can speak with and ask …
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Get Ready for the Year-End Review – October Dividend Income Report
In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built and managed this portfolio publicly since 2017 to create and track a real-life case study. In August 2017, I received $108,760.02 in a …
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Income Products for Retirees and How to Package Them [Podcast]
When “income” shelves are overflowing, more products can mean more confusion. Which products to use and how to package them? We break down GIC/bond ladders, all-in-one ETFs, dividend ETFs, individual dividend stocks, preferred shares, and covered-call ETFs—and show you how to package just a few into a simple, reliable plan. Join Retirement Loop. The doors close on November 24th! Do not miss the reduced price! The membership gives you access to: A community of over 500 retirees (ran on …
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How to Spot (and Fix) the Weak Spots in Your Retirement Plan
Even the best retirement plan has cracks. Here’s how to spot them before they become costly. “Everyone has a plan until they get punched in the mouth.” — Mike Tyson It’s a quote that applies to more than just boxing. It’s also the reality of retirement planning. You can have a spreadsheet, a strategy, and all the confidence in the world—until life delivers an unexpected hit. A spike in inflation. A roof repair. An adult child needing financial help. Suddenly, your neat numbers don’t …
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The Best Way to Generate Retirement Income [Podcast]
The best way to generate retirement income isn’t a product—it’s a plan. We break down the shift from building wealth to drawing from it, how much (and why) to keep in a cash wedge, the role of GICs/bonds without going “all fixed income,” and why chasing yield can backfire. You’ll leave with a clear, repeatable process to create your own paycheck—without overhauling a strategy that already works. Join Us Tomorrow for the 6 Retirement Upgrades Webinar. You'll Learn Mindset …
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