2022
December 15th, 2022: Gifting - An Early Inheritance
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1:01 - Intro
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2:29 - Reasons to give a gift
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5:07 - Benefits to giving a gift
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6:08 - Potential downfalls of gifting
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6:15 - 1) Sacrificing comfort in retirement
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7:13 - 2) Potential legal issues for a child
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7:37 - 3) Division of property rights
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7:37 - 3) Division of property rights
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9:15 - 4) Scenario with multiple children - the Hotchpot Clause
More information on the Hotchpot Clause
September 5th, 2022: Retirement Beyond The Money
July 18th, 2022: Financial Planning for Young Adults, Part 4/4 - Real Estate
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2:04 - Don't be a perpetual renter
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3:00 - Maximizing benefits of TFSAs and RRSPs for buying a home, The First Time Homebuyer's Plan
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6:07 - The Registered Home Savings Account
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7:03 - Considerations to lower your home purchase price
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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
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1:40 - Initial Thoughts
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2:17 - Roboadvisors
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2:50 - Make it Automatic
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5:58 - Ideas around Risk
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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
June 1st, 2022: Financial Planning for Young Adults, Part 1/4 - Budgeting
May 9th, 2022: Getting Exposure to the Cryptocurrency Space - How To's and What to Look Out For
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1:25 - Refresher on what cryptocurrency and blockchain technology is
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3:46 - Getting exposure to the cryptocurrency asset class
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5:02 - Exchanges
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6:03 - Basics of research and use cases
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8:40 - Wallets
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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
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1:03 - Stefan Sohns, Director, Business Advisory and Succession Planning
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15:12 - Chris Markou, Director, Estate Planning
April 4th, 2022: Business Owner Webinar Series, Part 1 of 2 - Business Taxation and Insurance Strategies
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1:09 - Noel Perera, Director, Tax Planning
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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
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1:32 - Introduction to Kristen Schulz and the Luxe Realty Group
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5:58 - How healthy is the real estate market today?
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9:39 - Advice for first time homebuyers
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13:59 - Paying for a full service real estate team vs. using a discount broker
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21:27 - What do home buyers and sellers put too much focus on when looking to buy or sell a home
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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
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1:17 - Introduction to Shawn and his work
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2:55 - Difference between whole foods and refined foods and how it affects us
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8:54 - Genetic determinism - can the food we eat help prevent or reverse disease?
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24:59 - Supplements vs. getting nutrition solely through whole foods
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34:43 - What are "Superfoods" and are they worth the hype?
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40:32 - Affect of antibiotics and hormones, used in processed livestock, on the human body
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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
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2:04—4:06 - Ages 3-6
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4:07—8:20 - Ages 7-10
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8:21—12:21 - Ages 11-14
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12:22—16:40 - Ages 15-18