Podcast

The Fry Team Podcast

Welcome to our podcast Series hosted by The Fry Investment Group

2022

September 5th, 2022: Retirement Beyond The Money

  • 1:08 - Intro

  • 3:20 - Chapters In Retirement

  • 5:58 - Cultivating Meaningful Relationships

  • 8:52 - Social Supports

  • 11:25 - Plan Bs

July 18th, 2022: Financial Planning for Young Adults, Part 4/4 - Real Estate

  • 2:04 - Don't be a perpetual renter

  • 3:00 - Maximizing benefits of TFSAs and RRSPs for buying a home, The First Time Homebuyer's Plan

  • 6:07 - The Registered Home Savings Account

  • 7:03 - Considerations to lower your home purchase price

  • 8:00 - Downpayments and CMHC Mortgage Insurance

Down Payment Tiers

CMHC Mortgage Insurance Premiums

June 27th, 2022: Financial Planning for Young Adults, Part 3/4 - Investing

  • 1:40 - Initial Thoughts

  • 2:17 - Roboadvisors

  • 2:50 - Make it Automatic

  • 5:58 - Ideas around Risk

  • 9:36 - RRSPs vs. TFSAs

Compound Interest Calculator

RRSP Tax Refund Calculator

June 13th, 2022: Financial Planning for Young Adults, Part 2/4 - Credit and Debt

  • 2:00 - Credit Cards

  • 3:39 - Line of credit

  • 5:01 - Leveraged Investing

  • 5:43 - Good debts vs. bad debts

June 1st, 2022: Financial Planning for Young Adults, Part 1/4 - Budgeting

  • 1:47 - Initial Thoughts

  • 2:50 - 50-30-20 Rule

  • 4:45 - Budgeting Examples

May 9th, 2022: Getting Exposure to the Cryptocurrency Space - How To's and What to Look Out For

  • 1:25 - Refresher on what cryptocurrency and blockchain technology is

  • 3:46 - Getting exposure to the cryptocurrency asset class

  • 5:02 - Exchanges

  • 6:03 - Basics of research and use cases

  • 8:40 - Wallets

  • 10:37 - Taxation of cryptocurrencies in Canada

*Please note this is not an inducement to invest in the cryptocurrency space, but rather only for informational purposes

April 15th, 2022: Business Owner Webinar Series, Part 2 of 2 - Business Succession, Transition, and Estate Planning

  • 1:03 - Stefan Sohns, Director, Business Advisory and Succession Planning

  • 15:12 - Chris Markou, Director, Estate Planning

April 4th, 2022: Business Owner Webinar Series, Part 1 of 2 - Business Taxation and Insurance Strategies

  • 1:09 - Noel Perera, Director, Tax Planning

  • 20:49 - Tim Simpson, Senior Estate and Insurance Advisor

If you would like access to the 2 concept sheets on Tim's discussion about two ways of using insurance as a tax strategy, please send Bryndon an email at bryndon.fry@nbpcd.com

March 15th, 2022: Real Estate, How Healthy is the Market, Advice for First Time Homebuyers, and more, with Kristen Schulz

  • 1:32 - Introduction to Kristen Schulz and the Luxe Realty Group

  • 5:58 - How healthy is the real estate market today?

  • 9:39 - Advice for first time homebuyers

  • 13:59 - Paying for a full service real estate team vs. using a discount broker

  • 21:27 - What do home buyers and sellers put too much focus on when looking to buy or sell a home

  • 27:32 - How Kristen finds balance between work life and home life

Instagram: kristenschulzrealtor

Email: info@luxerealtygroup.ca

February 1st, 2022: Holistic Nutrition and Disease Prevention with Shawn Persaud

  • 1:17 - Introduction to Shawn and his work

  • 2:55 - Difference between whole foods and refined foods and how it affects us

  • 8:54 - Genetic determinism - can the food we eat help prevent or reverse disease?

  • 24:59 - Supplements vs. getting nutrition solely through whole foods

  • 34:43 - What are "Superfoods" and are they worth the hype?

  • 40:32 - Affect of antibiotics and hormones, used in processed livestock, on the human body

  • 47:01 - Difference between food allergies and food sensitivities

Webite: The Center for Holistic Healthcare and Nutrition Inc.

Instagram: holistic.shawn

Email: info.thechhe@gmail.com

*This episode should not be taken as medical advice and is for informational purposes only

January 3rd, 2022: Financial Literacy for Kids​

  • 2:04—4:06 - Ages 3-6

  • 4:07—8:20 - Ages 7-10

  • 8:21—12:21 - Ages 11-14

  • 12:22—16:40 - Ages 15-18

2021

December 13, 2021: 2021 Year End Tax Tips

May 17, 2021: Should I Hire a Financial Advisor?

May 3, 2021: Proper Estate Planning with Andrew Felker, Part 2 - Probate, Power of Attorney, and Joint Ownership

April 19, 2021: Proper Estate Planning with Andrew Felker, Part 1 - Wills

April 1, 2021: Spring Cleaning Your Finances - A Mini-Checklist

March 15, 2021: Frequently Asked Questions about ESG Investing, with Matthew Santoro

March 1, 2021: Responsible Investment and the ESG Framework

February 16, 2021: Bitcoin Explained, with Josh McDougall

February 1, 2021: Retiring Comfortably, with Daniel Fry

January 18, 2021: RRSPs vs. TFSAs

January 1, 2021: 5 Misconceptions of Financial Planning

Podcast

The Fry Team Podcast

Welcome to our podcast Series hosted by The Fry Investment Group.

 

September 5th, 2022: Retirement Beyond the Money


1:08 Intro
3:20 Chapters In Retirement
5:58 Cultivating Meaningful Relationships
8:52 Social Supports
11:25 Plan Bs

July 18th, 2022: Financial Planning for Young Adults, Part 4/4 - Real Estate

2:04 Don't be a perpetual renter
3:00 Maximizing benefits of TFSAs and RRSPs for buying a home, The First Time Homebuyer's Plan
6:07 The Registered Home Savings Account 
7:03 Considerations to lower your home purchase price
8:00 Downpayments and CMHC Mortgage Insurance

Down Payment Tiers
CMHC Mortgage Insurance Premiums

June 27th, 2022: Financial Planning for Young Adults, Part 3/4 - Investing


1:40 - Initial Thoughts
2:17 - Roboadvisors
2:50 - Make it Automatic
5:58 - Ideas around Risk
9:36 - RRSPs vs. TFSAs

Compound Interest Calculator
RRSP Tax Refund Calculator 

June 13th, 2022: Financial Planning for Young Adults, Part 2/4 - Credit and Debt

2:00 - Credit Cards
3:39 - Line of credit
5:01 - Leveraged Investing
5:43 - Good debts vs. bad debts

June 1st, 2022: Financial Planning for Young Adults, Part 1/4 - Budgeting 

 

 

1:47 - Initial Thoughts
2:50 - 50-30-20 Rule
4:45 - Budgeting Examples

May 9th, 2022: Getting Exposure to the Cryptocurrency Space - How To's and What to Look Out For


1:25 - Refresher on what cryptocurrency and blockchain technology is
3:46 - Getting exposure to the cryptocurrency asset class
5:02 - Exchanges
6:03 - Basics of research and use cases
8:40 - Wallets
10:37 - Taxation of cryptocurrencies in Canada 

*Please note this is not an inducement to invest in the cryptocurrency space, but rather only for informational purposes 

 April 15th, 2022: Business Owner Webinar Series, Part 2 of 2 - Business Succession, Transition, and Estate Planning

1:03 - Stefan Sohns, Director, Business Advisory and Succession Planning
15:12 - Chris Markou, Director, Estate Planning

April 4th, 2022: Business Owner Webinar Series, Part 1 of 2 - Business Taxation and Insurance Strategies

 

1:09 - Noel Perera, Director, Tax Planning 
20:49 - Tim Simpson, Senior Estate and Insurance Advisor

If you would like access to the 2 concept sheets on Tim's discussion about two ways of using insurance as a tax strategy, please send Bryndon an email at bryndon.fry@nbpcd.com 

March 15th, 2022: Real Estate, How Healthy is the Market, Advice for First Time Homebuyers, and more, with Kristen Schulz

1:32 Introduction to Kristen Schulz and the Luxe Realty Group
5:58 How healthy is the real estate market today?
9:39 Advice for first time homebuyers 
13:59 Paying for a full service real estate team vs. using a discount broker
21:27 What do home buyers and sellers put too much focus on when looking to buy or sell a home
27:32 How Kristen finds balance between work life and home life

Instagram: kristenschulzrealtor
Email: info@luxerealtygroup.ca

February 1st, 2022: Holistic Nutrition and Disease Pervention with Shawn Persaud

 

1:17 Introduction to Shawn and his work
2:55 Difference between whole foods and refined foods and how it affects us
8:54 Genetic determinism - can the food we eat help prevent or reverse disease?
24:59 Supplements vs. getting nutrition solely through whole foods
34:43 What are "Superfoods" and are they worth the hype?
40:32 Affect of antibiotics and hormones, used in processed livestock, on the human body
47:01 Difference between food allergies and food sensitivities

Webite: The Center for Holistic Healthcare and Nutrition Inc.

Instagram: holistic.shawn

Email: info.thechhe@gmail.com

*This episode should not be taken as medical advice and is for informational purposes only

 January 3rd, 2022: Financial Literacy for Kids​ 


Ages 3-6: 2:04 - 4:06
Ages 7-10: 4:07 - 8:20
Ages 11-14: 8:21 - 12:21
Ages 15-18: 12:22 - 16:40

December 13, 2021: 2021 Year End Tax Tips

 
 

May 17, 2021: Should I Hire a Financial Advisor?


May 3, 2021: Proper Estate Planning with Andrew Felker, Part 2 - Probate, Power of Attorney, and Joint Ownership

 


April 19, 2021: Proper Estate Planning with Andrew Felker, Part 1 - Wills

 


April 1, 2021: Spring Cleaning Your Finances - A Mini-Checklist

 


March 15, 2021: Frequently Asked Questions about ESG Investing, with Matthew Santoro

 


March 1, 2021: Responsible Investment and the ESG Framework


February 16, 2021: Bitcoin Explained, with Josh McDougall

 


February 1, 2021: Retiring Comfortably, with Daniel Fry


January 18, 2021: RRSPs vs. TFSAs

 


January 1, 2021: 5 Misconceptions of Financial Planning

 


June 29: Introduction