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
Retirement Plan Reimagined: Canadian Strategies for Maximizing Your Golden Years
32% of Canadians are approaching retirement with no savings.
Is your retirement strategy safeguarded for the future?
Will your investment portfolio hold up?
Could you aim for higher rewards while minimizing risk?
As more Canadians face the uncertainty of retirement without traditional defined benefit pension plans, understanding your options is crucial to secure a comfortable future. As a real estate investor, small business owner, or entrepreneur, safeguarding your assets into the future is top of mind (or should be). This episode looks at how to protect your hard earned assets while at the same time giving you investment growth opportunities that can dramatically increase your chances of that Canadian retirement you envision.
What you’ll learn:
- Learn to create your own pension plan through strategic investment choices, understanding the balance between risk and reward.
- Discover how to use permanent life insurance in the form of participating whole life policies not just as a safety net, but as an active financial tool that offers stability and growth potential through leverage.
- Gain insights into managing investment risks and structuring your portfolio to ensure long-term growth and security - even during market downturns - to ensure that your retirement fund never dries up.
Listen to this episode now to start building a retirement plan that not only secures your future but also maximizes your financial potential today!
Resources:
- Episode 63: Create Your Own Canadian Pension Plan So Good That Ontario Teachers’ Pension Plan (OTPP) Members Will Be Jealous!
- Episode 57: Canadian Wealth Strategies for Your Safe, Fixed Income Investments Beyond GICs and Bonds
- Retirement ‘becoming unaffordable’ for many Canadians. What can they do?
- Dig into our Ultimate Investment Book List
- Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!
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Ready to connect? Text us your comment including your phone number for a response!
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.
