RRSP Meltdowns and the Math of Delaying CPP/OAS Why are more retirees taking RRSP withdrawals earlier and delaying CPP and OAS? Dave and Brenda Hiscock explain the strategy. 💈💈💈 Now what about the RRS...

The Wealthy Barber Book Tour Begins August 15 The Wealthy Barber Book Tour officially kicks off on August 15! Join Dave at Indigo Kitchener (11 a.m.) or Indigo North London (5 p.m.). Dave will be sign...

Common Money Mistakes in Retirement Michael Wiener shares the two retirement spending mistakes he sees Canadians make most often. 💈💈💈 What do you see out there right now as being the big mistakes peop...

How Money Printing Has Impacted Asset Prices and Generational Fairness Dave and Hanif discuss the relationship between money supply, asset prices and generational fairness. 💈💈💈 One of the things you’v...

Why Does Canada Have Some of the Highest Mutual Fund Fees in the World? Canadians know more about fees than ever before, yet actively managed mutual funds still dominate. Dave and Sandi discuss why. 💈...

Is Canada in a Recession or Not? Weak Economic Data vs. Packed Malls Weak economic data. Packed shopping centres. Dave and Ben discuss how both can be true. 💈💈💈 What’s weird for me is I’m in Toronto l...

Estimate: 10% of the GTA Won’t Be Able to Refinance Their Mortgage in 2027 Ben Rabidoux explains the recent Bank of Canada estimate and the important difference between renewing and refinancing a mort...

Where Are Canadian Housing Prices Headed? Ben Rabidoux explains where he thinks housing prices could be headed in Canada. 💈💈💈 But the big question is where do you think it’s going? And I hate to put y...

Should You Buy an Annuity in Retirement? Andrea Thompson explains why annuities can help retirees spend with more confidence. 💈💈💈 You recently wrote something about annuities and it was music to my ea...

Should Your Retirement Plan Include a Cash Wedge? Adam Bornn explains why many retirees should keep a few years of cash outside the market. 💈💈💈 Markets are very expensive by any measure now? We’re at ...

What Are the Go-Go, Slow-Go & No-Go Years for Retirees? Your retirement spending probably won’t stay level for 30 years. Adam Bornn explains why. 💈💈💈 You’ve used the expression many times before about...

How to Use Your TFSA in Retirement Adam Bornn explains why the TFSA can be one of the most flexible tools in retirement planning. 💈💈💈 Talk to us about the TFSA and why it’s such an important tool in r...

Does Canada Have Too Much Business Regulation and Red Tape? Dave and Benjamin Tal discuss why many Canadian businesses feel overwhelmed by regulation. 💈💈💈 You know what’s interesting? When you, when y...

Changes Coming to the Condo Markets in Canada Benjamin Tal explains why the next generation of condos won’t look like the last one. 💈💈💈 When you say no building, I mean, in some areas it’s literally n...

Canada’s Broken Housing Market & How to Fix It Benjamin Tal explains why Canada’s housing market remains broken — even after prices have fallen. 💈💈💈 Now listen, you recently came out with a report abo...

The Four Categories of Lump-Sum Expenses in Retirement Robb Engen talks about the four categories of retirement expenses many people forget to budget for. 💈💈💈 I find a lot of people, especially the DI...

What Age Should You Start Retirement Planning? Robb Engen discusses the ideal time to start building a retirement roadmap. When people are looking at tax planning in retirement, trying to optimize the...

How Do You Find the Right Financial Advisor? Part 4 Can ChatGPT handle your financial planning? Dave explains why people should still be very careful. 💈💈💈 We’re finally done this series on finding a f...

The Three Keys to Living a Happy Life Daniel Crosby explains why true wealth is about far more than money. 💈💈💈 If you were dealing with, uh, a group of, say, twenty-five to thirty-five-year-olds, and ...

The Investing Epidemic Affecting Many Young Men Dave and Daniel Crosby discuss the dangerous rise of gambling disguised as investing. 💈💈💈 One of the questions I was most excited to ask you was, what d...

How to Invest Better with the “Three E’s” Daniel Crosby breaks down the “Three E’s” of better investing: education, environment and encouragement. 💈💈💈 As you pointed out, you’re more likely to be pani...

How to Avoid Family Estate Conflict with The VHS System Daniel Glazier explains his VHS system for identifying the items most likely to cause family conflict: valuable, heirloom and sentimental. 💈💈💈 D...

All-in-One ETFs for Canadian Investors Mark McGrath breaks down how all-in-one ETFs simplify investing and why their fees are so low. 💈💈💈 You mentioned the all in one ETFs. Tell our audience what they...

Send This to Your HR Department Talk to your employer/CFO/HR department about Project FLIP. Best ROI ever. 💈💈💈 Hey, we’ve started a new initiative that is drawing an incredible reception. Project FLIP...

Perfectly Optimizing Your Finances vs. Simplicity Dave and Mark McGrath discuss why keeping your finances simple can be more effective than chasing perfection. 💈💈💈  If you wanna min max your finances ...

What The 4% Rule Leaves Out for Near-Retirees Dave and Mark McGrath explain why the 4% rule is often misunderstood — and shouldn’t be treated as a plan. 💈💈💈 You tweeted out yesterday, uh, a little pie...

When Do Reverse Mortgages Make Sense? Fred Vettese breaks down when a reverse mortgage can make sense in retirement. 💈💈💈   What do you think about reverse mortgages? Well, uh, you know what? I actuall...

How Do You Find the Right Financial Advisor? Part 3 Part 3: Dave shares how to actually choose the right financial advisor—from credentials to chemistry. 💈💈💈 So we’ve set the stage, you understand the...

Retirement Mistake: Risking Capital When You Don’t Have To Dave and Fred Vettese explain why taking unnecessary risk in retirement can be a costly mistake. 💈💈💈 Now, when you go back to looking at your...

The Biggest Wealth Killer for Young People Dave and Brian Orlando on why overspending on cars quietly destroys wealth—especially when you’re young. 💈💈💈 My biggest pet peeve. I think it’s the only thin...

How Do You Find the Right Financial Advisor? Part 2 Part 2: Dave breaks down the three advisor models so you can figure out which one actually fits you. Stay tuned for Part 3 next week! 💈💈💈 Okay, befo...

The Triple Benefits of FHSAs — Use One If Saving For a Home Dave and Brian Orlando discuss why the FHSA offers a rare “triple benefit” for first-time home buyers. 💈💈💈 The FHSA, is it not one of the gr...

The Power of Attorney Problem No One Talks About MAJOR problem in the Estate-planning space. PLEASE watch this video (We don’t beg often!) 💈💈💈 We have a major problem in Canada right now with Power of...

RESP Withdrawal Rules & Strategies Moira Rose breaks down the two “buckets” of RESP withdrawals and why they need to be handled differently. 💈💈💈 Other mistakes that we see, a lot of people don’t reall...

How Do You Find the Right Financial Advisor? Part 1 There are some incredibly good financial advisors out there today—so how do you actually find one? 💈💈💈 Very important video. Actually, videos — a ra...

How to Get Grandparents Involved in Your Kids’ RESPs Dave shares with Moira how his “joke” about getting grandparents to chip in for RESPs… actually worked. 💈💈💈 Now, you’ll get a kick out of this. I d...

Don’t Make This Investing Mistake Ben Felix explains why not taking enough risk can quietly cost you a huge amount of wealth over time. 💈💈💈 You produced a video a while ago. 10 mistakes that investors...

Key Financial Advice for Canadians 55+ I’m imploring you: If you’re nearing retirement you MUST do this one thing. MUST. Hey, if you’re 55+ or your parents are, please listen to this video. Recently, ...

All-in-One ETFs: A Great Choice for DIY Investors Ben Felix explains why all-in-one ETFs make DIY investing simpler — and often more effective. 💈💈💈 What do you think of the all in one ETFs that have b...

Mortgage Renewing This Year? Why More People Are Shopping the Market 2026 is a record year for mortgage renewals. Ron Butler explains why Canadians are shopping around more than ever. 💈💈💈  Renewals ar...

Retiring Soon? Follow This Advice Financial planning matters—but retirement also requires a plan for purpose, routine and meaning. 💈💈💈 When my father retired, he was a really hard worker, and then he ...

How AI Could Change Your Personal Finance Priorities AI has many worried. And that concern is leading to… 💈💈💈 Wow. AI talk is everywhere. And, frankly, it’s rapid improvement is truly scaring a lot of...

Owning a Home is SO Expensive — Be Prepared Dave and Rob Carrick discuss the idea that owning a home can feel more like a “forced spending plan” than a “forced savings plan.” 💈💈💈 Here’s something that...

Annuities Explained: What They Are and Why You Should Care Annuities. What are they and why should you care? Did that make them sound intriguing? 💈💈💈 What is an annuity? I find a lot of people kind of...

How Dave’s Dad Beats 99% of Wall Street Dave explains how investing is like no other field in that his dad’s hands-off index investing approach beats most professional money managers. Amber Kanwar tal...

Is Private Equity a Good Investment for Retail Investors? Amber Kanwar and Dave discuss why more private equity products are being sold to retail investors—and who really benefits. 💈💈💈  I wanna pick u...

The Most Powerful Rule in Personal Finance Still personal finance’s most important learning. 💈💈💈 “Pay Yourself First” remains the most important advice in personal finance. The undefeated champion. Yo...

Why Your Need to Add Colour and Intent to Your Will Gary explains why it’s so important to convey intent with your will. Your family needs to understand the “why,” not just the “what.” You may have pr...

Is it Fair to Leave Different Inheritances to Your Kids? Dave and Gary discuss why inheritance decisions shouldn’t be a one-way conversation. 💈💈💈  Fairness, unfortunately is often quite subjective as ...