Are You Retirement Ready? A Closer Look at Retirement Planning
Release Date: 09/07/2022
June Market Insights Discussion With Tyler and Dave 2025
Smokin' Bulls
In this Market Insights episode, we break down Jim Thorne’s latest newsletter and explore the shifting global landscape—from U.S. economic nationalism to Canada’s potential as a resource superpower under new leadership. 🇺🇸🇨🇦 🔍 Topics we cover: U.S. manufacturing reshoring & global trade implications Mark Carney's vision for Canada's energy future Interest rate outlook & American debt risks Demographic shifts: Millennials stepping up How to invest through uncertainty & media noise The role of AI and long-term strategy in portfolio planning 👉 Tune in for...
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Estate Planning Mistakes to Avoid: Why Corporate Executors Make Sense | Smokin' Bulls
Smokin' Bulls
⚖️ How do smart Canadians avoid costly family fights over inheritance? ✅ The answer: choosing the right executor — and in many cases, that means hiring a corporate executor. In this power-packed Smokin’ Bulls episode, we talk with Jandy John from Concentra Trust to uncover the inside secrets of corporate executors — how they work, when to hire them, and how they can protect your legacy. 💰 Don’t let your loved ones fight over your estate. Learn how proper estate planning and corporate executors can save your family years of stress and legal fees. 👉 In this episode, you’ll...
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Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast
Smokin' Bulls
Join us in this explosive episode of Smokin' Bulls as we sit down with Mark Rarog, Chief Investment Officer at Independent Advisor Solutions (Wellington-Altus Private Wealth), to unpack what’s really happening in today’s investment landscape. 🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail investors need to know about private markets ✅ How to protect your wealth in volatile markets 🔥...
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How to Generate Wealth with Alternative Investments | Smoking Bulls Podcast
Smokin' Bulls
Are traditional investments still cutting it in today’s volatile market? In this episode of Smokin' Bulls, we dive deep into wealth generation through alternative investments with Robin Finlay, Managing Director at Arrow Capital. Learn how Robin’s team leverages liquid alternatives, credit spreads, and innovative fixed income strategies to create consistent wealth without the rollercoaster of stock and bond markets. If you’re looking to build long-term wealth and diversify your portfolio, this is a must-watch! 📈 Whether you're an investor in Edmonton, Alberta, or anywhere across...
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Market Volatility, Trump, and Trading Opportunities 📉📈
Smokin' Bulls
The markets are moving, and emotions are running high! With Trump back in the headlines, investors are reacting, creating market volatility that may present both risks and trading opportunities. But is this reaction driven by fundamentals or just media hype?
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Biggest Economic Shift in 50 Years- Jim Thorne's Bold Predictions for 2025 | Smoking Bulls Podcast
Smokin' Bulls
🌎 The Biggest Economic Shift in 50 Years! 📈 In this compelling episode of Smoking Bulls, we dive deep into the unprecedented economic and political pivots reshaping the global landscape with Dr. Jim Thorne, Chief Market Strategist at Wellington Altus. From U.S. energy independence to Canada’s missed opportunities, discover the strategies, insights, and predictions that could define your financial future. 🚀 🎯 Key Topics Covered: 🔹 The U.S. leading a bold pivot toward small government and private sector growth. 🔹 Canada's economic hurdles: regulatory challenges, resource...
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Canoe Defensive Questions | Smoking Bulls Podcast with Nicolas Papageorgiou
Smokin' Bulls
🌟 Learn the secrets to mitigating investment risks while staying fully invested in the market! 🌟 In this episode of the Smoking Bulls Podcast, we’re joined by Nicolas Papageorgiou, a seasoned portfolio manager at Canoe Financial, and Wayne Myers, District Vice President for Calgary and Edmonton. Together, they dive into Canoe’s defensive investment strategies designed to manage market volatility while preserving long-term growth potential. #RiskManagement #Investing #MarketVolatility #CanoeFinancial #FinancialPlanning #Edmonton #Calgary #InvestmentStrategy #SmokingBullsPodcast...
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December Market Insights Resilience, Inflation, and 2025 Predictions
Smokin' Bulls
Discover Dr. James Thorne's "December Market Insights: The Best of Times, The Worst of Times," where we explore the defining characteristics of 2023 and predictions for 2025. Learn about market resilience, inflation trends, and the effects of high interest rates, along with bold forecasts for Bitcoin, gold, and the future of AI in the economy. Gain valuable insights into navigating today's complex financial landscape with foresight and strategy. 📊 Topics covered: The resilience of global markets Inflation and interest rate dynamics Bold calls on Bitcoin and gold The impact of AI and...
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Critical Illness insurance - Executive Health Plan | Smokin' Bulls Podcast
Smokin' Bulls
Join us in this Smokin' Bulls episode as Lori Hartery from Desjardins Financial Insurance discusses the Executive Health Plan—a powerful strategy designed to protect corporations while offering significant tax savings for business owners. Whether you’re a small or medium-sized business owner, this conversation highlights essential steps to safeguard your business, ensure tax efficiency, and maximize financial security for the future. Subscribe to our channel for more insightful episodes. Follow us on our social media platforms to stay updated on upcoming episodes and more. Thank you for...
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Farm Succession Alyssa Mitha Mackenzie Investments | Smokin' Bulls Podcast
Smokin' Bulls
In this episode of the Smokin' Bulls Podcast, we discuss farm succession planning with experts from Wellington-Altus Private Wealth and Mackenzie Investments. Join Portfolio Managers Tyler Cockbain and Dave Cooper, along with Director of Tax and Estate Planning Alyssa Mitha, as they dive into strategies, tips, and insights for successfully passing on family farms to the next generation. Don't forget to subscribe for more insightful discussions on finance, investments, and wealth planning! Subscribe to our channel for more insightful episodes. Follow us on our social media platforms to stay...
info_outlineYou don't quit saving and stop planning once your hit retirement! Dave and Tyler delve into retirement planning and how to ensure that you are ready to take the big step.