Canadian Wealth Secrets

How would you feel if you could be given “THE” Investment Strategy PROVEN to Build Generational Wealth so your legacy lasts well beyond your time here in this world?  Well, we’ve got you covered.  Today, we’re going to unpack what Morgan Housel, author of The Psychology of Money has proven to be the most important factors to build generational wealth that lasts - AND it does not require taking “ho...

Are your Canadian investments earmarked as fixed income and secured assets still locked in the slow lane with GICs and bonds? Maybe you’re starting to realize that fixed rates of 5% are more like 3% to 3.5% after taxes. Ever wondered if there's a way to navigate through the “safe” portion of your Canadian investment portfolio without having to commit the ongoing effort to ensure your return i...

Ever wondered how you can turn the process of buying a car into a strategic financial move that aligns seamlessly with your short term financial safety goals and your long-term wealth building goals? In this episode, we're diving into the powerful concept of utilizing participating whole life insurance to revolutionize the way you approach financing major purchases like your dream car. Pictur...

In this episode of The Invested Teacher Podcast, Kyle chats with Rene Masse, a seasoned entrepreneur and investor based in Kingston, Ontario. With a diverse portfolio and full-service real estate investment offerings through Masse Property Investments, Rene specializes in multi-family properties, duplexes, and student rentals. Take some time to listen in as Rene shares his journey of acquisition,...

Are you risking financial turmoil without an adequate emergency fund? In this episode, we're diving deep into the critical questions: How much should be in your emergency fund? Is your emergency fund matching expert recommendations? And are you optimizing your emergency fund with the right investment vehicles? Brace yourself for a bold exploration that challenges financial norms! As we ponder...

Back in episode 52, we explored managed mutual funds under the microscope and investigated whether there is ever a time where managed mutual funds might make sense. In this episode, we will unpack whether there is a case to be made for investing in the stock market as a “Stock Player” (or picker) or whether you should really be a “stock spectator” and take the indexed fund or mutual fund approach....

In this episode of the podcast, Jon Orr and Kyle Pearce dig into the pros and cons of investing in managed mutual funds versus their benchmark index funds. Despite the common messaging in the media surrounding the high management fees and the inability for any managed fund to consistently beat the market from year to year, we look to unpack some of the potential benefits that managed mutual funds...

In the latest episode of The Invested Teacher podcast, we dig into the often-overlooked world of buy-sell agreements—a crucial aspect of business ownership that can either safeguard your financial future or if missing or poorly written, can lead to unforeseen challenges. Your company’s buy-sell agreement, sometimes known as a buyout agreement, a business will, or a business prenup, could be the li...

In this episode, we welcome real estate entrepreneur, podcaster, best-selling author and private capital specialist, Dave Dubeau. Join us as we dig into Dave’s real estate journey beginning when he was a child growing up in what some might call a “house hack” with his parents, growing and operating an English language program in Costa Rica, followed by packing up his family and starting over in Ka...

In this episode of the Invested Teacher Podcast, we delve into the weeds to discuss which government tax incentivized investment vehicle in Canada will best serve our Invested Student audience: the Tax-Free Savings Account (TFSA) or the Registered Retirement Savings Plan (RRSP).  We will take some time to dig into some specific cases including those in “golden handcuff” careers with Defined Benefi...

In this week’s podcast episode, we explore essential concepts that challenge the way we perceive wealth and financial planning. The first big idea revolves around the evolving nature of money's value over the past three decades, highlighting how traditional savings might no longer suffice in our financial world of rapid inflation and money printing. In particular, we also delve into the decep...

In this episode of the Invested Teacher Podcast, we'll delve into the transformative journey of taking that crucial first step towards your financial and time freedom goals. Join us as we discuss why you're never "not ready" to get started on your investment journey, the significance of mentorship and coaching, and how to break through limiting mindsets that may be holding you...

The Invested Teacher Team is back with another podcast episode where we delve into the critical aspects of building a solid financial plan that serves as the foundation for successful investing. Many people find themselves hesitant to start their investment journey, feeling like the financial successes of others are unattainable. This episode provides valuable insights and practical advice to disp...

Join us for another podcast episode deep dive with the spotlight on Dan Sullivan and Dr. Benjamin Hardy's book, " 10x is Easier Than 2x ," which challenges conventional thinking and paves the way for transformative success in life and in business. The episode delves into several key ideas that can help listeners embark on a journey towards their financial and time freedom goals with...

Join us in this episode as we dive into the intricacies of the Smith Maneuver, a powerful financial strategy that can help you grow your wealth while efficiently managing your mortgage. We break down the key concepts, strategies, and potential benefits of implementing the Smith Maneuver, and provide real-world examples to help you understand its application. Whether you're a seasoned investor...

In our latest podcast episode, we dive deep into the transformative concept of the Flywheel Effect—a principle that holds immense power not only in business but in every aspect of life. Join us as we explore how the Flywheel Effect can help you generate unstoppable momentum through steady, consistent effort in your business, life, or financial portfolio.  In this episode, you'll discover: The...

In our latest episode, Jon Orr and Kyle Pearce take some time to discuss some of what wealth building and investment opportunities have been keeping them busy.  Tune in to hear our journey to expand your investment horizons and refine your decision-making skills. Explore an intriguing concept shared by Kyle for those who hold shares of private corporations and discover the art of recognizing when...

In our latest episode, we dive deep into the world of real estate investment, offering invaluable insights for both beginners and seasoned investors. Explore the critical question of when to enter the real estate market, and why thinking short term can hinder your investment potential. Prepare to capitalize on the vast opportunities in the real estate market by setting your mindset for success, an...

We all know there are certain tasks that we gravitate towards and others that we tend to shy away from. However, what if we told you that there are many activities that you are doing on a daily basis that give you energy, while many others that are draining you of that energy?  In this episode, Kyle Pearce and Jon Orr will take a deep dive into learning what drives you and what drains you through...

Are you like many of the Invested Teacher listeners who are thinking you want to go all in on side hustles, real estate, stock options trading, infinite banking, and more? While it might all seem like roses and butterflies, there is a lot of learning and a ton of ongoing work related to the Invested Teacher Team wealth building journey. In fact, our journey might be a perfect fit for you, or it mi...

Taking that initial step into entrepreneurship can be a leap of faith, and we dive into strategies to navigate this pivotal moment. Discover actionable tips to overcome uncertainties and embrace the first steps towards building your entrepreneurial path. Uncover the driving force behind taking risks and stepping outside your comfort zone. We explore the factors that motivate individuals to embrace...

Welcome to a transformative episode of the Invested Teacher Podcast, where we delve into the realm of financial planning and empowerment. Join us as we uncover invaluable insights to guide you on the journey of finding the funds you need to secure your financial future. Navigating the maze of debt is a crucial step, and we explore the art of consolidating debt with purpose. Discover strategies to...

In this episode we dive into the heart of personal development and wealth building. Join us as we uncover key insights that empower you to take your journey towards prosperity to the next level. Kyle, Jon, and Matt dissect Woody Allen’s quote: “90% of Success Is Just Showing Up”.  Is it really true? What makes up the first 90% and the last 10% for real success?  The 80-20 rule also shows up, offer...

On this episode of the Invested Teacher podcast we explore the topic of investing risk, how we perceive it, understanding what you are actually risking, risk’s impact on our investing decisions, how you can leverage expertise to minimize risk, and how risk evolves with learning and experience. As you’ll quickly learn, your investment advisor’s definition of risk is pretty limited and it may even b...

Join us on a captivating journey as we sit down with Ryan Malcolm, the multi-talented Canadian Idol winner, who has since blossomed into a thriving entrepreneur, restaurant owner, and real estate investor. Ryan's inspirational story and profound insights will undoubtedly leave you motivated and empowered to embrace life with purpose. In this episode, we explore the notion of "living&quot...