When you retire, you stop getting a paycheck—but decisions don’t stop. If you're not properly guided, you might make big mistakes without realizing it. We dig into the 7 most common retirement pitfalls, from claiming benefits too early to not spending enough of your savings. This one is packed with financial wisdom, real-life examples, and tough love. "You plan for 30 years. If you’re wrong, you're going to run out of money—or miss out on life." You'll Learn Claiming CPP/OAS too …
3 Income-Focused Products for Retirees [Podcast]
Welcome to the world of income-focused products for retirees! Once we retire, living off our investments becomes essential. Many people rely on income products to achieve their financial goals. Today, we'll review three types of products across low, medium, and high complexity. Get ready for honest opinions, surprising facts, and tips to avoid costly mistakes! You'll Learn Complexity Levels in Retirement ProductsThe world of retirement investing is massive. Some products are simple and easy …
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The Ultimate Retirement Framework for All Ages [Podcast]
We dive into what really matters behind your investments: retirement. We’re giving you a clear, practical framework for navigating every stage of the journey. Whether you’re 10+ years away, 5 years out, recently retired, or well into your later years, this episode covers mindset shifts, planning tips, investment strategy, and lifestyle considerations for each phase. You'll Learn 10+ Years Before Retirement: Laying the Groundwork At this stage, you aim to build good habits and get your …
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Reaching FIWOOT with Dividends – Mark from My Own Advisor [Podcast]
We’re joined by Mark from My Own Advisor, who has been investing since his twenties and is now preparing for semi-retirement through a lifestyle he calls FIWOOT: Financial Independence, Work On Own Terms. We discuss saving, investing, building a flexible life, and how a hybrid investing strategy can provide both income and growth. Get ready for inspiration, strategy, and practical advice! You'll Learn The Power of Paying Yourself First Mark's journey began with The Wealthy Barber, a …
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Canadian Banks Ranking 2025 – Which Bank to Hold?
Let's rank the Big 6 Canadian banks from worst to best! Whether you already hold one of these financial giants or are considering adding a bank to your portfolio, this will help you understand key strengths, weaknesses, and long-term investment potential. Here's the good, the bad, and the boring. Looking for other stock ideas? Download the Dividend Rock Stars List to select from the best only! You'll Learn Scotiabank (BNS) Bear Case: Volatility from international exposure, no …
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Trump-Proof Your Portfolio in 5 Steps [Podcast]
We're diving into a timely topic: tariffs, inflation, uncertainty, and how to prepare your portfolio for what's ahead—without getting lost in the noise. This is not about politics. It’s about smart investing and long-term thinking. You'll Learn The Impact of Tariffs Tariffs act like taxes on imported goods, making them more expensive and potentially fueling inflation. While they can protect specific industries, they also raise costs for businesses and consumers, making long-term planning …
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