

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