KLT Wealth Management is bringing you a bi-weekly podcast with discussions on investing strategies, financial tips, market updates, current events, economic outlooks, and a range of industry respected special guests.
Should you rent or own in 2025? On this episode of Building Wealth On The Go, the KLT Team breaks down the real costs of buying a home, hidden fees to watch for, and why renting might not be such a bad thing after all. Whether you're buying your first place or planning your next move, this one is worth a listen.
Tax season is around the corner—but don't worry, we've got your back. In this month's episode of Building Wealth On The Go, we are focused on practical tax planning strategies to help you feel more prepared, less stressed, and fully in control of your finances.Join us as we share some tips and tricks to help you navigate the season with confidence.
Have questions about navigating Disability Tax Credits and Registered Disability Savings Plans? In this month's episode of Building Wealth on the Go, we break down grant qualification criteria, how RDSP grants work, and key strategies for planning ahead.
As the year wraps up, it's the perfect time to review your tax strategy and find ways to minimize taxes, while maximize your savings. Tune in to our latest podcast for valuable tips on giving back and keeping more of your hard-earned dollars!
In this episode of Building Wealth On The Go, we dig into the economic impact of tariffs following the US election, exploring their effects on trade, inflation, and market responses.
Interested in learning the ins and outs of life insurance? Let us guide you through the various options to uncover the right fit for you.
Navigating your debt can feel intimidating, but we're here to help lessen the burden. On this episode of “Building Wealth On The GO," we provide you with knowledge on the types of debts and management strategies to leverage.
On this episode of “Building Wealth On The GO” we discuss recessions on a global to local scale, the investing landscape, and this month's market outlook.
On this episode of “Building Wealth On The GO” we discuss the latest market news updates, interest rates and Bitcoin ETFS.
On this week's episode of “Building Wealth On The GO” we discuss the latest market news updates and the impact of The Bank of Canada's interest rate decision.
In this week's episode, we discuss the recent rate hikes, sticky inflation, the surge of Artificial Intelligence, and Canada's current standings on household debt among the G7 countries.
In this episode we discuss, what is the US Debt Ceiling and why are we talking about it? What will the ramifications be? Inflation - Showing resilience despite a high interest rate environment
In this episode we cover the recent economic headlines, earning season, housing, market outlook, and our Exclusive upcoming event featuring Larry Berman Live.
In this episode, we discuss the recent headlines regarding the Silicon Valley Bank Collapse and Westjet taking over Sunwing. We also cover job gains in February, the Canadian economy and claiming the Ontario Travel Tax Credit on your Taxes.
In this episode we discuss the year-to-date Economic update, News from the FED, and the Near term outlook.
Welcome to 2023. In this podcast, we discuss New Year's Resolutions, how the markets finished in 2022, and the importance of a diversified portfolio in uncertain markets.
In this episode we look back at 2022 and what effected the volatility in the market. Covid, war, shutdowns, re-openings, real estate, and Inflation rate.
In this recent podcast, we interview Steve Moore of MNP where we discuss Year-End Tax Planning ideas, tax implications, donations, RRSP, TFSA, sole proprietorship and succession planning.
Recently travelled to Europe, we thought we would touch on its economy. Is Europe in a recession or is it going to happen soon? The Russia/Ukraine situation continues, UK separation, Italy just had an election... How does all this effect the economy.
In our latest podcast we Interview Christine Culbertson - Account Executive from Industrial Alliance Insurance and Financial Services about Individual Pension Plans, Personal Pension Plans and Retirement Compensation Arrangements. How does it differ from a regular RRSP?
Based on the current volatility in the Markets, lets look into the three main sectors and how they are being effected - Technology, Oil & Resources, and Consumer Staples. Enthusiasm, Supply & Demand, and Necessity
Joe Cesnik takes a deep dive into fixed income, the bond market and what they are. What Lysander specializes in and the relationship with Canso. We also question Joe on current interest rates going up, how their strategies have changed, and how they mitigate risk in this market.
Larry has over 35 years of experience in the industry, working his way up in the early stages of his Career to Chief Technical Strategist of CIBC World Markets. From there, Larry went on to Co-found ETF Capital Management, and has continued that practice to date where EFT Capital Management is a partner of QWealth. Larry also has a popular weekly segment on BNN, Berman's call. Larry replies to some key questions on option strategies, volatility, inflation, interest rates, and what can we expect.
In this podcast, we cover things that should be discussed as a married or common-law couple: Common goals, joint bank accounts, spending habits, beneficiary, estate planning, life insurance, taxes, and spousal RRSP
In this podcast episode, we introduce our new QWealth Portfolio Manager Josh Brown where he discusses his role as a Discretionary Portfolio Manager as well as What's happening in the Markets.
This new episode covers the current volatile market caused by the Russian invasion on Ukraine. How the economy has been impacted with higher interest rates and the new Covid variant.
This episode covers market uncertainty, protest blockades, the Russia and Ukraine possible invasion, Investing 101 and RRSP Season.
In our first episode of 2022, we discuss what the Markets have been doing, Inflation and the current effects of Omicron.
Our final episode of 2021 has us reflecting on the year that was. We also are excited to share some big news about our firm. Lastly, we touch on things we are watching as we cross over into 2022. Take care and happy holidays! kltwealth.ca
Welcome back to Season 2 Episode 3 - in this episode we discuss some hot button issues at the top of the tabloids. We also dive into the recent market volatility. With all of this causing concerns, we walk through 5 steps to manage your emotions in volatile markets.
We are back with a quick recap of the summer that was. We discuss current market conditions and economic outlook. We also dive a little but into the Canadian election. www.kltwealth.ca #election #economy #markets #investing
Last episode of Season 2! In our Season 2 finale the team gets together to discuss strategies to manage stress, and how to manage financial stressors. We also touch on personal experiences in finding motivation, and dealing with stress/anxiety. Looking forward to being back in the fall with Season 3!! kltwealth.ca
In this episode we dive into a June market update, and take a look at the state of the. housing market. What does the increase to the qualifying mortgage rate mean for you? We also look at the re-opening factors with increasing vaccination rates worldwide and especially here in Canada. www.kltwealth.ca
In this episode we dive into the world of financial advice and the various types of advisors out there. We also look at how you can evaluate your advisor, and finding the right fit. If you have any questions feel free to contact us via social media or at team@knowliketrust.ca www.kltwealth.ca
Gross....Life Insurance, nobody likes to talk about it! But let's dive deep into the topic, and understand some of the ins and outs. There is more to life insurance when you have the right product with the right amount of coverage. There are also so many strategies to employ at all stages of life, and it is especially important when you are younger, as it is the cheapest! Contact us if you have any questions or for a free needs analysis! team@knowliketrust.ca kltwealth.ca
In this episode we give a market update and dive deeper into some of the more popular indexes. These indexes are often used to track the "General Market". We look at what companies exist in them and if is fair to compare your portfolio to these indexes. We also touch on if you should invest in the index, and what that really means. www.kltwealth.ca www.instagram.com/kltwealthmanagement
Our third consecutive podcast on the topic of Cryptocurrency. In this episode we explain what Altcoins are and how they are impacting the crypto market. We discuss the current crypto environment and what the future holds. We are scratching the surface in a rapidly evolving space. Stay tuned to the podcast for further news on Bitcoin and Crypto, especially in our market update podcasts. Website: www.knowliketrust.ca https://www.instagram.com/kltwealthmanagement/?hl=en
We are back with our part 2 on the topic of crypto. In this episode we dive deeper into Bitcoin to further understand it and how it has evolved. We discussed the ways in which you can buy and sell bitcoin, and what to look for in a trading platform. We also touch on cold vs hot storage of bitcoin and which may be best for you. A must not miss 30 minute deep dive into bitcoin! On our next episode we will discuss Altcoins! Website: www.knowliketrust.ca Instagram: https://www.instagram.com/kltwealthmanagement/
A dive into the world of cryptocurrency! How did we get to this point? We reviewed the history of money and currency and how it has evolved over time. We also touch on the blockchain, and why decentralized currency is so lucrative. Stay tuned as our upcoming podcasts will feature more on Bitcoin, and crypto, including how to buy & sell, and where to store it. Instagram: instagram.com/kltwealthmanagement/ Website: knowliketrust.ca Anonymous Financial Ranking Calculator: rank.knowliketrust.ca
Where is ESG going? What does the rise of ESG and SRI mean for the industry. A super interesting conversation with Shelly Dhawan, Head of ESG Analysis with Vancity Investment Management Group. Shelly shares great insight on the screening process, how ESG has evolved, and where it is heading. Follow us on instagram: https://www.instagram.com/kltwealthmanagement/?hl=en Check out our website: www.knowliketrust.ca
It is RRSP Season! In this episode we dive into what an RRSP is and strategies to best utilize it. We compare it to a TFSA, and look at Tax Strategies to help you at this time of the year. RRSPs have many benefits such as the HBP, and LLP. We breakdown both, and discuss strategies to optimize them. Stay tuned for future episodes on crypto currency and life insurance.
We are back and there is so much to talk about. We first dissected the madness happening in the markets driven by the WallStreetBets reddit forum. We then took a step back to review the year that was in 2020. Lastly we shifted focus to the market outlook for 2021. Find us on instagram: www.instagram.com/kltwealthmanagement Check out our website: www.knowliketrust.ca
Welcome to our final podcast of 2020! In this special holiday episode the whole KLT gets together and shares our top 12 tips and tricks for success in 2021. Thank you for tuning in to our first year of podcasts and we will be back strong in the new year to continue season 2!
Welcome to S2E5 of Building Wealth On The Go. In this episode Brad is joined by Greg Bracken a Mortgage Agent with Capital Mortgages. They discuss the current Real Estate market in Ottawa, and dive into detail on the Mortgage Approval process and the current rate environment. Contact Greg: greg@brackenmortgages.ca www.brackenmortgages.ca #realestate #homebuying #klt #mortgage #firsttimehomebuyer #homebuying #housing #investment #investmentproperty #financialadvice #personalfinance #investments #economy #buildingwealth
In Season 2 Episode 4 of our podcast, we follow up from our US Election podcast, and take a look at the current status in the US. We discuss rising Covid cases and vaccine optimism. We also look ahead to December, and what the markets could do to close out the year.
Welcome to our post US Election podcast. In this episode we dive into the status of the US presidential race as of November 6th, 2020 and our assessment of how the markets have reacted. We also touch on how the global markets will be affected and what we in Canada might see with a change of administration.
Welcome to a special episode of Building Wealth on the Go, where the entire team at KLT Wealth Management touch on important things to review and consider before the year ends. This includes tax planning, preparing to file next year. Looking at RESP contributions and top ups, especially if your kids are getting older, and TFSA strategies. Additionally we stress the importance of communication and now is a great time to touch base with your advisor if you haven't yet already. Stay tuned for the next episode and special guests to come in the coming weeks.
Welcome to season 2 of Building Wealth on the Go. In our first episode, we are back and recapping the end of the summer and turbulent September in the markets. We reviewed the current economic conditions, COVID-19 resurgence, and the US presidential election. Stay tuned for the next episode in 2 weeks.
On this episode of Building Wealth on the Go, we had Bernd Silbermann, District Vice President with Manulife Investments join us. We discussed Manulife and their partners, their outlook on the economy, and how they are positioning their funds moving forward. We also touched on the volatility that we have experienced, and what to expect as we close out 2020. Stay tuned for our next episode.
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