Planning Your Financial Future: Recent Episodes
CHML
Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
Quarter in review:
Philip Petursson, Chief Investment Strategist, at I.G.
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Housing correction
2/
Cottage ownership****Edit needed on intro of segment
3/
Net worth averages
4/
We're #3!
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Financial stress
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Aftermath of a bonkers housing market
3/
Buy sell vs. key person insurance
4/
Stay the course
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Financial stress
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How to borrow at 1%?
3/
Inflation
4/
Timeless investing rules
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5 steps for new parents
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Summer financial planning tips
3/
What to do when your raise is not enough
4/
Winning the lottery
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COVID-19 financial recap
Questions to ask your financial advisor
Half of Canadians work with a financial advisor but less than a quarter of them fully follow the advice they receive
Top investing terms people search for
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CPP & OAS dilemma
2/
Personality tests for clients and planners
3/
Good to know items regarding estates
4/
Best financial advice - work on your marriage
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4 ways housing made more affordable
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Responding to a crisis
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Timing the market
4/
Segregated funds and estate planning
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Life insurance
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Retirement income planning
3/
Top investment terms searched
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How to own a home together
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Picking a financial planner
2/
Fiscal literacy alone will fail
3/
Assessing your current advisor
4/
7 ways to use your tax refund
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Don't out live your money
2/
Avoidable mistakes
3/
Your flight rights
4/
Rental car insurance needed?
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Housing crash or correction
2/
Budget review
3/
Elements of a comprehensive financial plan
4/
Housing help
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The team financial process
2/
Financial spring cleaning
3/
Team process - part 2
4/
Tax info
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Renting vs buying
2/
Warren Buffet quotes
3/
TFSA pitfalls and how to avoid
4/
ABC's of estate planning
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Joining us, Philip Peterson. IG Chief Investment Strategist
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CPP
2/
How you can help with taxes
3/
Interest rates
4/
5 lessons taxes can teach you
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Navigating market fluctuations
2/
Deferring retirement benefits
3/
Importance of saving early
4/
If it sounds too good to be true....
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How changing goals change financial plans.
2/
Understanding the data
3/
Financial scams
4/
Retirement study
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Portfolio proof
2/
Investment plan not a financial plan
3/
Financial tips for Cdn snowbirds
4/
Signs the housing market is bonkers!
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Finacial planning through high interest rates.
2/
Which assets to draw from first
3/
Inflation stradegies
4/
Yes, marry for money!
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“Time in the Market”
2/
RRSPs for the Ages
3/
Behavioral investing
4/
Tax dates to be aware of
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Credit scores now more important than ever
Being an executor
Mortgages
How to retire 'nowish'
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Interest rates
Retirement and under living
Inflation
Secrets to a happy retirement
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'2021 Year in review/2022 Look ahead'
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Disability Benefits
Comprehensive Retirement Plan
Managing Your Credit Card
Top Tips For Young Adults Navigating Tricky Times
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Happy New Year
Drawing money from the corporation
Financial resolutions
Financial resolutions (part 2)
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Work life balance at home Year-end tax strategy Client focus reforms The 4% Rule
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Intergenerational Transfer Of Wealth
Year End Tax Strategy
N F Ts
Financial Well Being
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Christmas spending/inflation Tax strategies for seniors Long term care facilities for seniors Understanding inflation
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Rising inflation
Economic outlook
Financial plan vs investment plan
Managing the RRSP "tax bomb"
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Interest Rates
What A Honest Banker Might Say
Financing Your Retirement
Minimum Wage
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Relationships and money
Patience is a virtue
Critical illness insurance
Are women better investors?
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Estate Planning
Inflation
Wills
Highest Paid Dead Celebrities'
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First Time Home Buyer
Borrowing For Investment Purposes
Crypto Currency
Holistic Financial Planning
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Canadian's Financial Planning
Cost Of A Financial Plan
Overview Of A Financial Planning Career
Cost Of Pets/Pet Insurance
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Wills
Giving away cash before you pass
How much money do you spend?
Pandemic pets
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Financial life stages
In-kind vs in-cash
Know your product
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Meet Mitch
Post-election financial fallout
Charity and financial planning
Moving out vs. staying with parents
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Insurance
Election and your finances
Life insurance
Withdrawing RESPs
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"Financial advantage of renting over buying"
"Estate planning and joint ownership'
"Post pandemic, almost summer"
"2021 financial stress index "
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"Wealth transfer, dead or alive"
"What does a Private Wealth meeting look like?"
"Investors Syndicate"
Worlds 'bubbliest' housing market"
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"Income splitting"
"When to take your pention?"
"Don't let kids squander your inheritance"
"Summer and your financial plan"
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"I.G. living plan"
"Longevity risk"
"Do you need health insurance in retirement?"
"Higher stress test for mortgages"
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"Premium offset on your insurance"
"Helping your kids"
"When should kids have a debit card?
"Borrowing to invest"
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"Vacation property succession planning"
"Investment concepts"
"Value of Canadian dollar"
"Taxing your online income"
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"Crypto currency"
"Tale of 2 pandemics"
"How much life insurance do you need?"
"Why affluent buy insurance"
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"3 steps to debt reduction"
"Charitable giving"
"Post pandemic financial habits"
"Another pandemic Mother's Day"
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"3 steps to successful investing"
"5 forces investors may be under estimating"
"Selling your principal residence"
"Behavioral investment councilor"
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"Budget update 2021"
"Budget 2021"
"Budget 2021"
"Budget 2021"
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"Maximizing fun!"
"Tax strategy"
"Achieving 4% return"
"More tax tips"
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"Old age security"
"The markets"
"Value of advice"
"Finances and dementia"
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"Help your kids buy a house"
"Income protection"
"Non-Fungible Token."
"Ontario Budget"
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"The markets a year later"
"Personal financial review"
"Tax tips for 2020"
"Benefits of incorporation"
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"FOMO"
"Payday loans. Help or hindrance?"
"3 lessons from a battle with the taxperson"
"6 steps to save money"
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"Series T"
"1 Year, 3 classic mistakes"
"Risks of retirement"
"Handling the tax bomb after death"
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"Fixed income teeter totter"
"Should you always contribute to an RSP"
"Stock market roller coaster"
"Splitting income always a good idea"
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"Searching for financial stability"
"Home office expenses"
"Last minute RSP's"
"Sudden wealth"
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"How to handle a wealth crisis during a health crisis"
"Annuities"
"Annuities part 2"
"RSP room and I don't know what to do with it"
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"How to avoid retirement failure"
"Markets"
"Borrowing to invest"
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"GameStop explained"
"Canadians with U.S. retirement plans"
"Canadians retiring in U.S."
"RESP checklist"
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"The markets"
"Living common law in Ontario"
"RESP mistakes"
"Latin words"
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"Pandemic financial habits"
"Family investment habits"
"Avoiding RSP mistakes"
"Will revue"
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"Out of province executors"
"2020 review mirror predictions"
"The Kitchen Reno"
"Working from home"
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"New Years fiscal resolutions"
"Taking CPP early"
"CPP tips"
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"To share or not to share"
"DIY investing"
"CERB and mortgages"
"Delaying CPP"
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"10 lessons we have learned over 25 years"
"Tax planning check list"
"Tax planning check list"
"The home office"
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"Forms of financial abuse"
"Behavioral investing"
"Tax law selling"
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"Financial planning week"
"Sustainable investing"
"10 tips to build your future"
"Banton trust"
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"Get a will!"
"Follow the plan"
"CPP take up decision"
"Navigating retirement during a pandemic"
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"Lessons for your kids"
"Down sizing your home"
"Elections should not alter your financial plans"
"Financial impact of a pandemic"
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"U.S. election fallout"
"Politics, pandemic and planning"
"Too good to be true"
"Life changing decisions"
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"Case study on retirement"
"Your personal financial health numbers"
"Trump vs Clinton"
"1% tax opportunity"
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"U.S. election and the markets"
"Estate planning"
"Testamentary trusts"
"Estate bond"
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"Renting vs. buying"
"Reverse mortgages"
IG living plan assessment"
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"Estate planning and probate tax"
"New C-19 benefits"
"U.S. election and the markets"
"Snowbirds-What to do?"
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"Market and the pandemic"
"Estate planning"
"How strong is your financial plan?'
"Building a new habit"
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"Stocks for the long run"
"Things people forget to do with their money"
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"Disability insurance"
"4 rules of investing"
"Rules of investing"
"Emotional investing during C-19"
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1-RESP's
2-Spending In Retirement
3-Renting vs. Buying
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Deferring OAC"
"Purchasing a car in retirement"
"Income splitting"
"COVID retirement plan"
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"To commute or not to commute"
"The truth about credit"
"Truth about debt"
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"Looming consumer debt crisis"
"The markets and your portfolio during COVID 19"
"Selling your home in retirement"
"Summer stay-cations"
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"Retirement 1 year later"
"Transferring the family cottage"
"Creating your retirement income plan"
"What to do with lock down savings"
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Covid 19 Severance Packages
5 Years To Retirement
Investment Profile Questionnaire
Value Of Advisors
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"Investor behaviour"
"COVID 19 benefits: CEWS"
"COVID 19 benefits"
"Most missed tax deductions"
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Reopening
'Seniors getting COVID 19 money'
How far does a $1million go?
'tax tips'
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1 Superior Returns Vs Risks - Dividend Fund
2 Emotion And Money
3 Hope To Work In retirement...But Few Do
4 Value Of Working With A Financial Advisor
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1 Market Info Update
2 Asset Allocation Matching Needs
3 Market Volality Strategies
Working Past 65 Is Not A Failure
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RRSP SHOW
a)-Why Get A RR%SP
b)-Asset Allocation
c)-Income Strategies
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How A Mortgage Specialist Work
Secured Line Of Credits
Tax Deductible Injterest
Mortgage Stress Test
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Prepare Today For Your Family's Future
70% Of Canadians Say They Are Unprepared For Retitrement
Extra Cash? RRSP Contribution Or Mortgage Paydown
How To Invest When Markets At All Time High
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Keep More Money In Your Pocket During Retirement
Financing Your Retirement
Certified Financial Planner
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RRSP Options
Case Study: 1 Year To retirement
Corona Virus-Should I Sell My Stocks
Finajncial Snapshot
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Monte Carlo Analasis
Pitfalls Of Early Retirement
Updating Your Will
Cash Is Trash
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5 Steps To An Awesome Retirement
2019 RRSP Strategies
2019 Financial Predictions Accuracy
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Guest Craig Hughes-Charitable Giving
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Principal Resident Exemption
Selling Your Home & Renting In Retirement
Shareholder Loans
Equity Investing
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Running Out Of Money
Small Changes Make A Massive Difference
December Tax Planning
Synchronized Banking
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Leveraging In Retirement
Reverse Mortgages
GIC-Good Or Bad
Chasing Returns Is A Losing Game
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Who Moved My Cheese
Debt Strategies
"Terrible" Easy Credit
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Joint Ownership
Tax The Rich
Behavioral Investing
Letter Of Understanding
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10 Tips To Funding Your Kids Education
Creating A Retirement Income Plan
Looking After Your Pets After You Are Gone
Gifting Money To Your Childen
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Comprehensive Financial Planning
Value Of An Advisor
Does Advise Pay?
Power Of Attorney
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New rules for First Time Homebuyers
RESP strategies
Tax bracket Management
Don’t Let the Kids Squander their inheritance
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