How Much Should I Be Saving to Retire?
A quick video on calculating how much you should be putting away in order to retire ...
The FACTS of Financial Planning – What Should I be Thinking About?
A short video on what you should be considering when making a financial plan, and how that progresses throughout your ...
Will I Run Out of Money in Retirement?
A short video on how to calculate how much money you will need to retire ...
My Emergency Fund – How Much?
A breakdown of how much you should have set aside for your emergency fund ...
Where to Keep Your Emergency Fund
An informative look at four principles to follow when deciding where to keep your Emergency Fund ...
How To Compare Investment Options
A quick primer on how to think about investments when choosing among some different options ...
2020 So Far: Reflections on 6 Crazy Investing Months
Well, today's that day! The stock market just passed where it started on January 1st, so against all odds we ...
Simple Money-Saving Shopping Tip!
Use this strategy whether you're shopping online or in-person. 2 minutes can save you a ton! ...
Saving and Investing With Confidence: The Simple Plan Podcast Episode 6
Today's Tools and Freebie: Quickstart Guide to Investing in Canada How can we save and invest with confidence? And what ...
Assuring Your Financial Security: The Simple Plan Podcast Episode 5
Are you confident that you and your family are ready to face anything financially? Do you worry about what could ...
3.5 Essential Minutes to Protect Your Family
Want the quickest lowdown on life insurance, well here it is. Just the basic facts of what you need to ...
Working With A Financial Coach: Interview with ‘Moneycoach Mike’ Crofts
How Does A Financial Coach Help People? April 10, 2019 My interview with Moneycoach Mike, aka Mike Crofts. Mike is ...
8-10-12% Investment Returns? Really?
What Returns Can I Expect From My Canadian Mutual Funds? February 1, 2019 Many hear about good returns that they ...
Index Funds and ETFs
What Are Index Funds and ETFs--Maybe Not What You Think February 22, 2019 Index funds and ETFs (Exchange Traded Funds) ...
Index Funds and ETFs: A Primer
What are Index Funds and ETFs? Are they the same thing? What are they for and what do they do: ...
Actively Managed, Dave Ramsey-esque Portfolio for Canadians (with lower fees!)
We have arranged special access for our clients to a privately managed fund that aligns nicely with the Dave Ramsey ...
The Problem (and Opportunity!) With Your Mortgage Insurance
Be sure you understand the hidden risks to mortgage insurance ...
Retirement Nestegg Calculator
How much are you going to have to accumulate to retire in the lifestyle you're planning for? And how much ...
Today’s Investing Demystified…
Wondering what ETFs, Index Funds, Robo Advisors, and Fees all mean to you? [rev_slider alias="highlightposts"] ...
Simple, Low-Fee ETF Index Investing
The hottest talk in investing today is about fees, ETFs, and Index Funds. Do you really need an advisor? Are ...
Build Your Own Financial Plan
Master your own finances and eliminate money worries. Everyone should have a written financial plan suited to their stage in ...
TFSA or RRSP–Which Is Right For Me?
Two great options, but how to choose the right one for your life? This short video gives you the complete ...
Top 3 Life Insurance Questions–Answered!
> Link in this video: Calculator: How Much Life Insurance Should I Have? [rev_slider alias="highlightposts"] ...