Canadian Wealth Secrets
Kyle Pearce, Jon Orr
Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future?Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth.Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows you to live a truly wealthy life; a life on your own terms.Canadian Wealth Secrets is a show focused on growing wealth to strengthen all five (5) pillars of a good life including health, family, finances, work, and play. We seek to ensure that you have a foundational financial plan in your life including Canadian investment, tax, and insurance strategies so that you can focus more of your time and attention on the other important pillars of life. Tune in every Wednesday as we uncover unknown strategies that allow you to protect your profits from income taxes, safely compound your investments more predictably, and help you take your high net income and create a wealthy lifestyle while creating a legacy that lasts. Before you can start on your own unique wealth building journey, you have to determine what a wealthy life looks like for you. Get started by listening to Episode #38: Clarifying Your Life’s Why So You Can Achieve Your Dream Lifestyle.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance. We choose not to become Authorized Infinite Banking Practictioners because we only apply the most effective uses of Participating Whole Life Insurance as a leverage tool for accumulating assets and minimizing personal income taxes - not for personal expenses.Canadian Wealth Secrets Podcast Was Formerly Invested Teacher Podcast.
Episodes
Mentioned books
Jan 18, 2023 • 41min
Your Wealth Building Blueprint - Part 3
Now that you’ve taken care of a plan to identify and fund your first investment on your journey to financial freedom, there is no doubt that you are going to want to get started faster than your pay yourself first strategy will currently allow. In this episode we’ll outline two strategies where you can learn to supercharge your investment seed money. This is the third and final episode in the Wealth Building Blueprint series. What you’ll learn: Where can I find money that I have access to so I can fuel my financial future; Why paying down your mortgage as fast as possible isn’t always the best strategy for financial freedom;How to benefit from other people’s assets; and, Why you are the average of the 5 people you hang out with the most.Resources: Download our Wealth Building BlueprintThe Invested Teacher Wealth Building BooklistInterested in Partnership Opportunities?For those interested in potential Joint Venture (JV) Partnerships, reach out to us here.Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Jan 11, 2023 • 37min
Your Wealth Building Blueprint - Part 2
As you continue to understand your budget and systematically pay yourself first you should also be thinking about what that first investment will be. In this episode the guys share what asset classes you could be investing in and how you can get started with those investments. This is the second episode in the Wealth Building Blueprint series. What you’ll learn: How you might get started investing in real estate through improving your primary residence;How you might enter into the stock market in a way that is easy and safe compared to what you may currently think;How the Baader-Meinhof Phenomenon can help you do more learning unexpectedly;How becoming a true Invested Student can be very different from one person to the next; and,Why participating in a Joint Venture (JV) Partnership can allow you to benefit from the real estate expertise of other investors;Resources: Download our Wealth Building BlueprintThe Invested Teacher Wealth Building Booklist@TheLeslieStyle - Instagram Channel of Matt’s PartnerRule #1: The Simple Strategy for Successful Investing in Only 15 Minutes a Week! - Phil TownMake Math Moments - Kyle & Jon’s Math Consulting BusinessInterested in Partnership Opportunities?For those interested in potential Joint Venture (JV) Partnerships, reach out to us here.Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Jan 4, 2023 • 31min
Your Wealth Building Blueprint - Part 1
How do we start changing the trajectory of our financial future? Where will I get the money to start my investment portfolio? How can I make small changes in my life now that will result in huge gains in the future? In this episode the Invested Teachers outline two of the five steps in the Invested Teacher Wealth Building Blueprint. They’ll outline how to creatively think and design your budget to create pockets of money you didn’t know existed so you have your investment seed money to invest when the time is right. What you’ll learn: Why understanding your budget is a key first step to building wealth;How understanding your budget can take on many forms to fit different personalities and spending habits;Why your first budget line item should be paying yourself first above all else; and,Multiple strategies you can take to free up some extra funds to start your investment seed fund.Resources: Download our Wealth Building BlueprintI Will Teach You To Be Rich - Ramit SethiNew School of Finance CoursesTil Debt Do Us PartReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Jan 4, 2023 • 26min
Moving From Uninvested Towards Financial Freedom
In this inaugural episode of the Invested Teacher Podcast the hosts Jon, Kyle, and Matt discuss mindsets, beliefs, and goals of planning for their financial freedom. Stick around and you’ll hear what youw didn’t learn in school that you should have, how your parents may have influenced your financial decisions in a positive or negative way, and how you can start your journey to becoming financially free. What you’ll learn: How we can move toward financial freedomHow can we help people discover what they really want? How to start your wealth building journey.How your parents may have positively or negatively influenced your financial decisions. Resources: https://investedteacher.com/episode1Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Jan 4, 2023 • 40min
Why You Don’t Want To Pay Down Your Mortgage As Fast As You Can
The hosts address this common idea or “teaching” that many people have been taught to believe: you should pay down your mortgage as fast as possible. Stick around and you’ll learn how you can best leverage the value of your home so you can build and compound your wealth. What you’ll learn: Why paying down your mortgage may not be the best option to build your wealth; What is the difference between good debt and bad debt;How can I use the equity in my house to build wealth; and, Understanding your own need for safety.Resources: https://investedteacher.com/episode2 - Show Notes PageRich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - Robert KiyosakiYou are a Badass at Making Money - Jen SinceroThink and Grow Rich - Napoleon HillDie with Zero - Bill PerkinsReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Dec 29, 2022 • 2min
Invested Teacher Trailer
Listen & Grow Your Wealth Building SkillsBetween work, family and other commitments in your life, finding time to learn can be difficult.Put your exercise, commute or even work time to use by listening to the Invested Teacher Podcast.Your weekly dose from The Invested Teachers Team helping you to grow your wealth building skills while you exercise, drive or work!Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
