Starting Out Nancy Graham Revisiting Your Estate Planning Essentials PWL Capital 2021-01-25T16:40:46 January 25, 2021 As long you’ve got worldly goods and loved ones, basic estate planning materials are a must-have for almost everyone. If anything, the coronavirus pandemic has shown us how important these legal documents remain, even if you are relatively young, and you expect to be around for years to come. But what makes for good, basic estate planning? As I covered back in 2018, your plans don’t usually have to be highly complicated.
Starting Out Susan Daley RESP: What If My Child Doesn’t Go To Post-Secondary School? 2020-11-25T14:25:57 November 25, 2020 What happens to your RESP if your child doesn’t go to school? If you have an individual or family RESP, you can get your money out of the plan with relatively little pain. I outline the options to withdraw money from an RESP if the beneficiary of the RESP doesn’t attend post-secondary school.
Personal Wealth Capital Topics Episode 4: “Blank Cheque” IPOs and the Differences Across Market Indexes 2020-11-11T14:57:27 November 11, 2020 In this fourth episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects: In the news: the flurry of “blank cheque” IPOs (Special Purpose Acquisition Corporations or “SPACs”) in the U.S.
Starting Out Nancy Graham Don’t Let 2020’s “Breaking News” Break Your Investment Resolve 2020-11-11T09:00:58 November 11, 2020 Unfortunately, too much news glut can be harmful to your financial and emotional well-being alike. How so? Whether you know it or not, your deep-down brain reacts to certain cues, like the color red in a headline (“Made you look!”) or a repeated falsehood, presented as fact (which becomes more believable simply because you’ve heard it more than once).
Starting Out The Rational Reminder Episode 121: Day Trading and Overconfidence 2020-10-22T16:28:03 October 22, 2020 Despite the mountain of evidence against it, day trading is thriving. Today we dive into the research and explore why the practice is alive and well before answering the question — “Can too much confidence lose you money?” After touching on investing news, listener feedback, our books of the week, and our take on the ‘Ultimate Ned Debate,’ we open our discussion on day trading.
Starting Out Nancy Graham How to Make the Most of Turning 18 in 2020 2020-10-21T08:00:22 October 21, 2020 It’s hard to throw a big birthday bash in the middle of a pandemic. That said, with new financial opportunities to seize and a lengthy investment timeline ahead of you, you may end up luckier than you think. Here are a handful of 5 best practices for 18 year old’s we’ve provided in the past, to help you control your finances during this pandemic.
Starting Out The Rational Reminder Podcast Episode 120: Annie Duke – How to Decide 2020-10-19T17:55:04 October 19, 2020 Good decision-making is a fundamental part of achieving our goals, so getting better at it would be in anybody’s best interest. Here to talk about making better decisions is Annie Duke, expert poker player and author of How to Decide: Simple Tools for Making Better Decisions, and Thinking in Bets.
Starting Out The Rational Reminder Podcast Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis 2020-09-3T05:30:59 September 3, 2020 When it comes to your financial life, you can have endless conversations about asset allocation but we often neglect the impact of communication and asking difficult questions. Today we speak with Chief Financial Commentator and awarded media personality, Pattie Lovett-Reid.
Starting Out The Rational Reminder Podcast Episode 112: Michael Kitces on Retirement Research and the Business of Financial Advice 2020-08-20T05:30:32 August 20, 2020 Michael weighs in on three approaches to variable spending, why people can do what they love and still retire well, and his research on the ‘rising equity glidepath’. He also speaks about why it’s normal to start saving after you hit forty, and why withdrawal policy statements can help you have a better idea of when your portfolio is in the red.
Starting Out The Rational Reminder Podcast 104: Fred Vettese: A Complete Guide to Retirement Income 2020-06-25T05:30:57 June 25, 2020 Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese. Fred is a Partner and former Actuary at Morneau Shepell and author of three retirement books including Retirement Income For Life.
Starting Out The Rational Reminder Podcast Episode 99: Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) 2020-05-21T17:11:03 May 21, 2020 We often talk about better planning, reduced spending and a consistent long-term strategy on the show and today we have a guest who not only gives that advice himself but clearly lives it too! Andrew Hallam is the author of the new book Millionaire Expat in which he details some strategies for what has been called geographic arbitrage, or moving to another part of the world in order to maximize your financial independence!