Aug 31, 2023
The choice between savoring retirement and leaving an inheritance can become a pivotal decision when you’re planning for retirement. We examine some common misconceptions, revealing that this dilemma isn't an either-or situation. Rather, it's a nuanced balance between personal enjoyment and providing for...
Aug 24, 2023
In this episode, host Joseph welcomes travel expert Danielle to the show. With years of experience in finding creative ways to afford travel, Danielle shares her insights on financially savvy travel. She highlights the importance of understanding your travel style and aligning your spending with your priorities. Whether...
Aug 17, 2023
In this episode, we dive further into the world of taxes for business owners. We highlight the advantage of tax deferral by keeping profits within the corporation. Dividends emerge as an option, offering flexibility in personal investment choices and the opportunity to avoid CPP contributions.
Read the full show notes...
Aug 10, 2023
In this podcast episode, we delve further into the world of tax planning in retirement. We stress the importance of basic financial education and understanding the tax buckets that can significantly impact tax liability. Joe emphasizes the long-term benefits of tax deferral, debunking misconceptions that can lead to...
Aug 7, 2023
In Episode 4 of Fireside Financial, Joseph and Regan discuss the increasing trend of parents supporting their millennial children financially. They explore different forms of assistance parents are offering, including down payments on homes, groceries, rent, and mortgages. The hosts stress the importance of a...