Canadian Wealth Secrets
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.
If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O’Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we’re confident you’ll enjoy Canadian Wealth Secrets too.
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.
Canadian Wealth Secrets
How to Grow Your Net Worth While Strengthening Your Financial Foundation
Are you confident that your financial foundation is solid enough to weather any market storms that your risk-on assets might endure, or do you feel like a black swan event leaves you feeling uncertain of your financial future?
In the volatile financial landscape we live in, achieving a balance between growth and stability is important to most, but achieved by few. This episode addresses the importance of striking this delicate balance to ensure your financial foundation remains resilient and is strengthened over time regardless of the fluctuations your risk-on assets may be experiencing. By implementing strategies discussed in the episode, you can navigate uncertain times with confidence, knowing your wealth-building efforts lead to continued asset growth while adding additional layers of protection to grow your worst case financial scenario.
While most investors are on a constant journey to enhance their investment portfolios for higher returns, there is always a desire to minimize the associated risk in the process. This episode explores how you might leverage participating whole life insurance as a tool for building a solid financial foundation, without restricting you from reaching your wealth accumulation growth goals in tandem.
Stick with us as we lead aspiring entrepreneurs and incorporated business owners like yourself to transform long-term dreams into tangible financial goals. By emphasizing the importance of setting and achieving smaller milestones, we will provide a roadmap for turning these aspirations into your financial reality. This approach not only fosters business success but also facilitates personal wealth accumulation, ensuring a brighter financial future for all Canadian Wealth Secret Seekers.
You’ll learn:
- How to ensure that you are not only increasing your overall net worth, but also raising the floor on your foundational “base case” for your financial future;
- Why setting specific goals for yourself both for your “base case” financial goals as well as your stretch goals will be necessary to properly identify when you have reached a particular milestone and when you might reallocate assets to safer financial instruments like participating whole life insurance; and,
- Where you might begin your planning journey to contrast your “risk-on” assets and your conservative, foundational wealth protection assets.
- Understand the significance of tailoring financial solutions to individual circumst
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If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O’Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we’re confident you’ll enjoy Canadian Wealth Secrets too.
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.
