Here we help Canadians learn how to invest in the stock market the right way. In particular, we focus here on long-term investing! If you're looking to fast track your learning experience, be sure to check out our Investing Academy for online courses and training - https://www.theinvestingacademy.ca Investing is a tool that everyone should be taking advantage of. We have so many valuable years ahead of us to let our investments compound, even by saving small amounts we can generate hundreds of thousands/millions of dollars for retirement. It's the ones that take action today that will be rewarded years down the road.
In this 12-Part Series, we'll cover every aspect that you'll need to know in order to prepare a solid plan for your retirement. Subscribe and Follow Along! Support for this important series is provided by Harvest ETFs.Learn more about how Harvest can help you with your investing and retirement plans. Learn more about the Harvest Healthcare Leaders Income ETF:https://harvestportfolios.com/etf/hhl/ Simplify retirement planning: https://harvestportfolios.com/retirement-planning/?utm_source=Beavis_wealth&utm_medium=Video Three key considerations for RRSP season: https://harvestportfolios.com/three-key-considerations-for-rrsp-season-etfs/?utm_source=Beavis_wealth&utm_medium=Video Harvest Diversified Monthly Income ETF: https://harvestportfolios.com/etf/hdif/?utm_source=Beavis_wealth&utm_medium=Video Growth & High Income - A Smart Balance: https://harvestportfolios.com/harvest-balanced-etfs-hbig-hbie/?utm_source=Beavis_wealth&utm_medium=Video ********************* Download Your Episode 5 "Cheat Sheet" & Health Care Links PDF Summary Herehttps://thepulse.beaviswealth.com/c/secondact ********************** In this episode, I look at the real and often unexpected healthcare costs you may face in retirement—even in Canada. From dental work to mobility aids, I break down what isn't covered, what it actually costs, and how to protect yourself financially and emotionally. Also in this episode:
Thank you to Hamilton ETFs for sponsoring this video! Today we'll cover MIX - Hamilton Enhanced Mixed Asset ETF. This innovative all-in-one ETF aims to provide equity-like returns while helping investors weather market volatility with it's 60/20/20 balance, including US equities, US Treasuries, and gold. Learn more here - https://hamiltonetfs.com/etf/mix/ -----------
Thank you to BMO ETFs for sponsoring this video! Today we'll cover the BMO SPDR Select Sector ETFs Launch! An exciting new option available for Canadian investors to provide exposure to the popular S&P500 sectors. Learn more about the suite here - https://bmogam.com/ca-en/products/exchange-traded-funds/sector-etfs?ecid=sm-F25DirectSectorSPDRGAM1-RSBMO14 -----------
Thank you to Hamilton ETFs for sponsoring this video! Today we'll follow up on the HAMILTON CHAMPIONS™ ETFs Launch and dive into the recent performance of SVMP - the HAMILTON CHAMPIONS™ U.S. Dividend Index ETF. We'll discuss the benefits of this fund, especially focusing on how they may help investors reduce portfolio volatility when compared to the tradition tech-heavy S&P 500. Learn more here: https://hamiltonetfs.com/hamilton-champions/ -----------
Thank you to BMO ETFs for sponsoring this video! #ad In this video, we'll cover ticker ZEQT - the BMO All Equity ETF. This Asset Allocation ETF was the ideal solution for me as I switched to a completely passive ETF investing approach! Let's talk about the benefits, breakdown the holdings & fees, and ultimately share why I selected ZEQT for my personal portfolio! To learn more about ZEQT and BMO's other ETF products, visit the link here - https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs?ecid=us-F25DirectAAGAM1-RSBMO14 -----------
March 1, 2025 Thank you to Investing.com for sponsoring this video!
February 24, 2025 This video is sponsored by BMO Global Asset Management #ad In this video we'll interview Dave Hudson, Head, Structured Solutions at BMO Global Asset Management to ask burning subscriber questions about CDRs (Canadian Depository Receipts). We'll discuss what is a CDR, how do they work, how you can buy a CDR, the pros & cons to be aware of and so much more… Thank you to Dave for spending the time and sharing insights with our audience. If you'd like to learn more about CDRs and how BMO is removing barriers to investing overseas, you can visit https://www.bmogam.com/ca-en/products/canadian-depositary-receipts/?ecid=us-CDRF25GAM1-RSBMO76. -----------
Retirement planning can feel overwhelming—how much do you really need? What's the best way to withdraw from your savings? And what happens if the markets take a downturn right as you stop working? These are real concerns for Canadians, and in this episode, we tackle them head-on. I'm joined by Adam Bornn from Parallel Wealth, one of the most trusted voices in Canadian retirement planning on YouTube. Together, we answer real questions submitted by viewers of my YouTube series, Second Act, covering everything from how to start a retirement plan to managing cash flow, tax efficiency, and withdrawal strategies. Whether you're just beginning to think about retirement or looking for expert insights on optimizing your income, this episode is packed with valuable takeaways. What We Cover in This Episode: How to start building a retirement plan from scratch The importance of having a vision for retirement beyond just the financials Different withdrawal strategies, including managing income-producing ETFs Why tax efficiency is crucial in the decumulation phase Common mistakes retirees make when it comes to CPP, OAS, and RSP withdrawals How to structure your income for predictable cash flow in retirement The impact of sequence of returns and how to mitigate risk Planning for major expenses like vehicles, home repairs, and long-term care Why reviewing and adjusting your plan regularly is essential Listener Questions Answered: How do you plan for cash flow when using income-producing ETFs? What's the best withdrawal strategy for an RRSP? How do you manage a TFSA used as an emergency fund? How does retirement planning differ for couples, especially when one spouse passes away? How often should you review and adjust your retirement plan? Resources & Links: Parallel Wealth YouTube Channel Beavis Wealth YouTube Channel – Second Act Retirement Series CPP Calculator by PWL Capital If you found this episode helpful, don't forget to subscribe, leave a review, and share it with someone who could benefit from better retirement planning!
Thank you to Hamilton ETFs for sponsoring today's video! In this video, we'll be covering their NEW fund launch: HAMILTON CHAMPIONS™ ETF Suite. 1. CMVP - HAMILTON CHAMPIONS™ Canadian Dividend Index ETF2. SMVP - HAMILTON CHAMPIONS™ U.S. Dividend Index ETF3. CWIN - HAMILTON CHAMPIONS™ Enhanced Canadian Dividend ETF4. SWIN - HAMILTON CHAMPIONS™ Enhanced U.S. Dividend ETF Learn more here - https://hamiltonetfs.com/hamilton-champions-dividend-growth-playbook/ -----------
Watch the video on YouTube: https://youtu.be/Au7kORBRPNA
In this episode, I review the current stock market valuation using standard deviation to assess risk. With major indices trading at extreme levels, history suggests a correction could be imminent. Are we in for a market downturn, or is this just another dip before more gains? I break down the data and what it means for investors. Also in this episode:
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