Build Wealth Canada Podcast

Optimizing Your Investments and Finances for the New Year and Beyond

Jan 12, 2021
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Episode notes
1
Introduction
00:00 • 4min
2
How to Maximize Your Retirement Savings
03:46 • 4min
3
Build Wealth Canada, Dot C a Slash Eq.
07:36 • 2min
4
The Financial Summit - Rob, Welcome to the Podcast
09:18 • 2min
5
The Most Tactful Financial Decisions You Can Make
11:01 • 2min
6
Do You Automate Your Investments?
12:50 • 2min
7
How to Automatically Buy a Fund?
14:30 • 3min
8
The Pros and Cons of Automated Investing
17:12 • 3min
9
Is There a Difference Between Individual and Assa Location Tf?
20:11 • 3min
10
Ii Passive Index and Investor Should I Be?
23:15 • 2min
11
Build Wealth Canada, Dose Slash Investing Style
24:53 • 2min
12
Investment Portfolio Review
27:10 • 5min
13
Do You Know How to Cut Your Fees in Half?
32:01 • 3min
14
Can I Sell My Own Actively Managed Funds?
35:09 • 3min
15
Is That the Best Option?
38:24 • 2min
16
Investing in a Balanced Index Portfolio, Is That a Good Idea?
39:57 • 2min
17
Are You Getting Advice From a Discount Broker?
41:29 • 4min
18
Is There a Conflict of Interest?
45:03 • 2min
19
Should I Pay Off My Mortgage or Should I Invest?
47:22 • 3min
20
Using a Free Tool to Quickly Know How Your Portfolio Is Doing
49:58 • 2min
21
Build Wealth Canadian Dot C a Slash Passive
51:44 • 2min
22
Is There a Flat Fee for Portfolio Management?
53:41 • 2min
23
Portfolio Reviews - Is There a Flat Fee?
55:16 • 3min
24
Financial Planning Softer Packages Aren't for Regular Retail Investors
58:32 • 2min
25
Why Wouldn't You Want a Second Pair of Eyes on This?
01:00:14 • 3min
26
How to Manage the Tax Rate Overnight
01:03:33 • 2min
27
Is Your Fixed Income a Substitute for Your Bonds?
01:05:05 • 2min
28
How to Calculate a One Year Cash Flow
01:07:25 • 2min
29
Are You Meeting Your Spending Needs?
01:08:59 • 2min
30
Is That the Right Process for Your Clients?
01:11:14 • 2min
31
Do You Still Recommend Doing Bond ETF?
01:13:34 • 3min
32
Is There Any Negatives to Holding Bonds?
01:16:54 • 3min
33
Canadian Allocation
01:19:32 • 4min
34
Canadian Financial Planning
01:23:55 • 3min