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| Episode | Date |
|---|---|
|
How to Protect an Inheritance from a Child’s Spouse (EP 82)
|
Jun 23, 2026 |
|
The 5 Retirement Planning Mistakes DIY Investors Make (EP 81)
|
Jun 09, 2026 |
|
Why Even Wealthy Canadians Feel Nervous About Retirement (EP 80)
|
May 26, 2026 |
|
Using Trusts In Retirement: What You Need to Know (EP 79)
|
May 12, 2026 |
|
How the Primary Residence Exemption Really Works (EP 78)
|
Apr 28, 2026 |
|
The Canadian Retirement Tax Trap (EP 77)
|
Apr 14, 2026 |
|
Most Canadians Miss These 2 Estate Documents (EP 76)
|
Mar 31, 2026 |
|
Should You Spend Everything Before You Die (EP 75)
|
Mar 17, 2026 |
|
3 Ways to Make Tax Season Less Stressful (EP 74)
|
Mar 03, 2026 |
|
You May Have Outgrown Your Financial Advisor (EP 73)
|
Feb 17, 2026 |
|
The 7 Step Blueprint for Tax Wise Retirement Income (EP 72)
|
Feb 03, 2026 |
|
Dividend Investing Could Be Hurting Your Retirement (EP 71)
|
Jan 20, 2026 |
|
5 Steps to Retire Confidently in 2026 (EP 70)
|
Jan 06, 2026 |
|
Christmas Episode – Five Important Steps to Planning a Secure Retirement (FRP) – Re-Release
|
Dec 23, 2025 |
|
How to Prepare Your Retirement Portfolio for the Next Market Crash (EP 68)
|
Dec 09, 2025 |
|
Top 5 Tax Strategies for Wealthy Canadians (EP 67)
|
Nov 25, 2025 |
|
Should You Sell Your Rental Properties in Retirement (EP 66)
|
Nov 11, 2025 |
|
How to Build a Retirement Portfolio That Lasts (EP 65)
|
Oct 28, 2025 |
|
What It’s Really Like Working With a Retirement Planning Team (EP 64)
|
Oct 14, 2025 |
|
FRP Step # 5 - Estate Planning (EP 63)
|
Sep 30, 2025 |
|
FRP Step # 4 - Health Care Planning (EP 62)
|
Sep 16, 2025 |
|
FRP Step # 3 - Tax Planning (EP 61)
|
Sep 02, 2025 |
|
FRP Step # 2 - Income Planning (EP 60)
|
Aug 19, 2025 |
|
FRP Step # 1 - Investment Allocation (EP 59)
|
Aug 05, 2025 |
|
Too Much Cash Could Cost You Millions in Retirement (EP 58)
|
Jul 22, 2025 |
|
Giving Your Kids an Early Inheritance (EP 57)
|
Jul 08, 2025 |
|
Should You DIY Your Retirement Investments (EP 56)
|
Jun 24, 2025 |
|
How Investment Fees Quietly Destroy Retirement Wealth (EP 55)
|
Jun 10, 2025 |
|
The $3 Million TFSA Retirement Strategy (EP 54)
|
May 27, 2025 |
|
Retirement Scams You Need to Watch Out For (EP 53)
|
May 13, 2025 |
|
Your Retirement Portfolio May Be Exposed to US Estate Tax (EP 52)
|
Apr 29, 2025 |
|
Does Your Will Match Your Intentions (EP 51)
|
Apr 15, 2025 |
|
How to Retire During Uncertain Times (EP 50)
|
Apr 01, 2025 |
|
Will Your Retirement Survive the Next Market Crash (EP 49)
|
Mar 18, 2025 |
|
Would Your Spouse Be Financially Prepared Without You (EP 48)
|
Mar 04, 2025 |
|
Oversaving for Retirement Can Create Big Problems (EP 47)
|
Feb 18, 2025 |
|
The Danger of Entering Retirement With Too Much Stock (EP 46)
|
Feb 04, 2025 |
|
Managing Taxes From Multiple Retirement Incomes (EP 45)
|
Jan 21, 2025 |
|
Tax Wise Decumulation in Retirement (EP 44)
|
Jan 07, 2025 |
|
Christmas Episode – The Fundamental Retirement Plan (Re-Run)
|
Dec 24, 2024 |
|
Should You Delay CPP and OAS (EP 43)
|
Dec 10, 2024 |
|
Should You Downsize in Retirement (EP 42)
|
Nov 26, 2024 |
|
What Good Retirement Advice Is Really Worth (EP 41)
|
Nov 12, 2024 |
|
5 Mistakes to Avoid in Your First Year of Retirement (EP 40)
|
Oct 29, 2024 |
|
Retirement’s Biggest Threat Is Inflation (EP 39)
|
Oct 15, 2024 |
|
Year End Tax Planning for Retirees (Ep 38)
|
Oct 01, 2024 |
|
Financial Freedom and Finding the Right Balance (EP 37)
|
Sep 17, 2024 |
|
How to Calculate Your Retirement Income (EP 36)
|
Sep 03, 2024 |
|
Should Elections Change Your Investment Plan (EP 35)
|
Aug 20, 2024 |
|
Big Tax Vs Little Tax (EP 34)
|
Aug 06, 2024 |
|
Asset Location Explained (EP 33)
|
Jul 23, 2024 |
|
Typical Investor Vs Transformed Investor (EP 32)
|
Jul 09, 2024 |
|
How to Destroy Your Retirement (And How to Avoid It) (EP 31)
|
Jun 25, 2024 |
|
5 Steps to a Secure Retirement Plan (EP 30)
|
Jun 13, 2024 |
|
15 Retirement Mistakes You Will Regret (EP 29)
|
May 28, 2024 |
|
Hiring a Financial Advisor: 10 Questions to Ask(EP 28)
|
May 14, 2024 |
|
Spousal Loan Strategy to Reduce Taxes (EP 27)
|
Apr 30, 2024 |
|
Non-Registered Account Tax Strategies (EP 26)
|
Apr 16, 2024 |
|
Advisor Fees in Canada: What Are You Really Paying (EP 25)
|
Apr 02, 2024 |
|
Alternative Investments in Canada: What to Know (EP 24)
|
Mar 19, 2024 |
|
Beneficiary Designations: Avoid Costly Mistakes (EP 23)
|
Mar 05, 2024 |
|
Make your Retirement Plan (Almost) Indestructible (EP 22)
|
Feb 20, 2024 |
|
Get Organized Before You Retire (EP 21)
|
Feb 06, 2024 |
|
Being The Executor of a Will: What You Need to Know (EP 20)
|
Jan 23, 2024 |
|
Inheritance Planning: 7 Crucial Steps (EP 19)
|
Jan 09, 2024 |
|
Retirement Planning in Canada: Beyond the Numbers (EP 18)
|
Dec 28, 2023 |
|
First Home Savings Account: Help Your Kids Buy a Home (EP 17)
|
Dec 12, 2023 |
|
Pension Style Investing (EP 16)
|
Nov 28, 2023 |
|
10 Ways to Reduce OAS Clawbacks (EP 15)
|
Nov 14, 2023 |
|
Retirement Income Guardrails Explained (EP 14)
|
Oct 31, 2023 |
|
Joint Ownership: Beware of Costly Estate Mistakes (EP 13)
|
Oct 17, 2023 |
|
Evaluate Working With Us: How It Works (EP 12)
|
Oct 03, 2023 |
|
Budgeting In Retirement: Simple Rules to Get It Right (EP 11)
|
Sep 19, 2023 |
|
Losing a Spouse: 6 Financial Steps to Take (EP 10)
|
Sep 05, 2023 |
|
Top 5 Retirement Income Strategies (EP 9)
|
Aug 22, 2023 |
|
RESP for Grandchildren: What to Know (EP 8)
|
Aug 08, 2023 |
|
5 Years & Counting - Checklist For Pre-Retirees (EP 7)
|
Jul 25, 2023 |
|
Not Enough Money to Retire: What to Do (EP 6)
|
Jul 11, 2023 |
|
Crown Corporation Retirement: 7 Key Decisions (EP 5)
|
Jun 27, 2023 |
|
One-Page Financial Plan: Why Simplicity Wins (EP 4)
|
Jun 13, 2023 |
|
Cottage Succession: Avoid Costly Tax Mistakes (EP 3)
|
May 30, 2023 |
|
Blended Families: Avoid Estate Planning Mistakes (EP 2)
|
May 16, 2023 |
|
Don’t Make THIS Mistake With Your TFSA (EP 1)
|
May 02, 2023 |
|
Trailer
|
Dec 20, 2021 |