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Here on the MapleMoney show, we’ve covered stock and real estate investing, but never in the same episode. But that all changes this week. Cody Yeh is my guest, and he’s here to explain how he combines real estate, stocks, and stock options to compound the growth of his investments. Cody is a first-generation immigrant from Taiwan who came to Canada at the age of 18, went to university as an engineer, and eventually left his white-collar job. He’s now a real estate investor and a Stock & Options Coach with a seven-figure investment portfolio. In this episode, Cody Yeh shares how you can earn cash flows and a good amount of revenue from both real estate and stocks. He talks about the mindset you use in real estate that you can carry over to stocks investment so you can win long-term. You can find the show notes for this episode at https://maplemoney.com/176 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

For most of us, price is the driving factor behind our spending decisions. But should we be looking deeper into the things we buy? My guest this week joins the show to explain how we can use our wallets to affect change in the world around us. Tanja Hester retired early from a career in political and social change communications to devote all her time to purpose-driven projects. Tanja is the author of the award-winning book, “Work Optional: Retire Early the Non-Penny-Pinching Way”, called “the best step-by-step guide to retire early” by MarketWatch. She’s used her leadership position within the personal finance media community to push for more social and environmental awareness. Her upcoming book is called Wallet Activism: How to Use Every Dollar You Spend, Earn, and Save as a Force for Change. Tanja sat down with me this week to discuss some of the concepts from the book. You can find the show notes for this episode at https://maplemoney.com/175 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

We’re all familiar with different types of insurance - home insurance, health insurance, car insurance - but what about stock insurance? Jerremy Newsome is my guest this week, and we’re talking about a subject that we haven’t tackled before here on the show - options trading. Options can be complicated, but Jerremy does a great job of breaking things down and making a complex topic much easier to understand. According to Jeremy, options are a type of insurance contract, plain and simple. Is he right? Listen in and find out! You can find the show notes for this episode at https://maplemoney.com/174 This episode of The MapleMoney Show is brought to you by Willful: Online Wills Made Easy. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

Can an insurance policy form part of your investment strategy? It’s one of the many questions I wanted to ask my guest this week. Gregory Rozdeba is the co-founder and President of Dundas Life, a digital insurance brokerage that uses technology to make life insurance simple, accessible, & personalized for Canadians. Greg joins me on the show to discuss the various types of insurance you can buy, and explains when an insurance policy might make sense as an investment. You can find the show notes for this episode at https://maplemoney.com/173 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

One of the great things about financial independence is having the ability to shift priorities when your plans change. My guest this week was on the journey to early retirement, but something changed. Mel Dorion is the blogger and creator of Modest Millionaires. She discovered FIRE early in her career & crafted a 10-year plan for her family to reach financial independence by 2025. In 2021, she made the decision to slow things down, by leaving her career as a public servant and spending more time with her family. You can find the show notes for this episode at https://maplemoney.com/172 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

Have you been the victim of credit card fraud? If so, you’ve felt the anger, and even embarrassment that can come with it. This week, I spoke with someone who knows first hand how it feels to be a victim of fraud. Kari Norman is the author and creator behind the personal finance blog, Money In Your Tea. She has a background in Economics and is now self-employed, providing association management and bookkeeping services. Kari joins me on the show to tell her story, and to share some tips on how you can avoid becoming a victim of fraud, and what to do if it happens to you. You can find the show notes for this episode at https://maplemoney.com/171 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

Have you ever been tempted to buy a stock based on advice from a friend or an article you read online? Maybe you went ahead and bought that hot stock. Unfortunately, those types of stories don’t usually end very well. But that doesn’t mean you should stay out of the market. My guest this week is Joseph Hogue, of Let’s Talk Money YouTube fame. Joseph is a Chartered Financial Analyst with a 20-year background in venture capital and wealth management. I sat down with Joseph at FinCon, in Austin, Texas, in late September. Joseph and I talked about the right and wrong ways to pick stocks. Joseph also was kind enough to give us some insight into his investment portfolio, and how he divides his stock and ETF holdings. You can find the show notes for this episode at https://maplemoney.com/170 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

Grocery prices have been in the headlines lately, but it’s not a good news story. For various reasons, inflationary pressures are causing prices to rise for many household items, including the food in your fridge. Thankfully, there are ways you can fight back. Bob Lai is my guest this week. He and his wife are dividend investors who also know a thing or two about how to manage higher prices at the grocery store. Bob runs the personal finance blog Tawcan and has spent a lot of time researching changes in grocery prices for the past few years. He reveals which grocery store really does have the lowest prices, and shares some other ways you can lower your food bill. You can find the show notes for this episode at https://maplemoney.com/169 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

You don’t have to be an expert to invest, but if you want to invest using leverage, some advanced knowledge is required. This week, I sat down with the Money Mechanic to discuss how he and his wife invest with leverage to get ahead financially. For the unfamiliar, Money Mechanic is the host of two Canadian personal finance podcasts, FI Garage and Explore FI Canada. He's a helicopter mechanic by trade, but an investor at heart. He loves talking about anything money and is passionate about teaching Canadians how to achieve Financial Independence. You can find the show notes for this episode at https://maplemoney.com/168 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

If I told you that you could build a real estate portfolio using other people’s money, would you be interested? That’s exactly what my guest this week did, to the tune of $75 million dollars! Edna Keep’s journey from single mom at age 16 to multi-millionaire Real Estate Entrepreneur and Coach is inspiring. She owns long term, buy-and-hold rental apartment buildings in Canada and the US. Her claim to fame is a $75 Million real estate portfolio built with “Other People’s Money.” Edna joins me on the show to explain how she became a successful real estate entrepreneur. You can find the show notes for this episode at https://maplemoney.com/167 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

In recent years, mobile technology has made banking more convenient than ever. Or has it? My guest week would say that while online banking has come a long way, it remains far from seamless. Andrew Chau is the co-founder and CEO of Neo Financial, a technology company that’s creating a fully digital banking experience, without the fees and the hassles of dealing with a traditional bank. Andrew has a deep background as an entrepreneur. Prior to starting Neo Financial, in 2014, Andrew co-founded SkipTheDishes, Canada’s leading food ordering and delivery platform. You can find the show notes for this episode at https://maplemoney.com/166 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%. Last, but not least, here’s one final reminder to grab your free tickets to the Canadian Financial Summit, which kicks off on September 22nd. To get your free tickets, head over to https://maplemoney.com/summit

The very thought of leaving a comfortable career, uprooting your family, and relocating overseas is a scary one for most people. But sometimes adventure calls, and you have to answer. This is what happened to this week’s guest. Kyle Prevost is an author and runs the website, Million Dollar Journey. He’s also a longtime educator. Recently, he and his wife left their home in small town Manitoba and relocated to Doha, Qatar, in the Middle East. I sat down with Kyle to discuss the reasons for his move, and how relocating overseas can impact your Canadian residency and income tax status. You can find the show notes for this episode at https://maplemoney.com/165 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

They say that personal finance is just that... personal. But with that in mind, there seems to be a consensus among the experts on certain money matters. For the past seven years on his podcast, Kornel Szrejber has asked top finance experts to share their best practices, tips, and tactics when it comes to personal finance in Canada. He joined me this week to share those lessons with us. Kornel is the host of the Canadian Financial Summit and the Build Wealth Canada Show. He has been featured for paying off his mortgage in only 6 years while still in his 20s, and becoming one of Canada's youngest retirees at the age of 32. He now runs one of the top personal finance and investing podcasts for Canadians, as well as Canada's largest personal finance and investing conference. You can find the show notes for this episode at https://maplemoney.com/164 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%. Also, don’t forget to grab your free tickets to the Canadian Financial Summit, which is hosted by Kornel and happens later this month, on September 22nd. To get your free tickets, head to https://maplemoney.com/summit. I hope you’ll join me there!

At the end of the day, personal finance is all about how you manage your money. Anyone can outspend their income, no matter how much they make. What you need is a plan and a few helpful tips to follow. Patrina Dixon is a Personal Finance Expert and founder of It’$ My Money®️. Her mission is to help people transform their lives by mastering money management. She teaches these skills through workshops and her financial course and has been featured in Black Enterprise, Yahoo Finance, and Experian. Patrina joins me on the show to share helpful tips for budgeting, tracking expenses, and growing your income. You can find the show notes for this episode at https://maplemoney.com/163 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

Are you, or someone you know, trying to get out of renting and into the real estate market? Depending on where you live, these days, buying your first home can seem like an impossibility. Michael Dominguez is a successful real estate investor who, along with his wife, owns more than 10 investment properties in Ontario. He’s also the author of a book, Armchair Real Estate Millionaire. Michael joins me on the show to discuss how renters can make the jump into the real estate market through house hacking and other means. You can find the show notes for this episode at https://maplemoney.com/162 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you’ve put a plan in place to protect your children, pets, and loved ones in the event of an emergency.Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

Do you have a great story to tell about your experiences as a homeowner? Your house is the biggest purchase you’ll ever make, so it’s no surprise if there are a few adventures along the way. J.D. Roth is my guest this week. Well known in the personal finance and financial independence communities. J.D. is the founder of Get Rich Slowly, a long-standing personal finance blog named one of the best by Time magazine. I sat down with J.D. to chat about his experience as a homeowner over the past four years, and why he recently decided to sell his dream property and relocate to a different city. You can find the show notes for this episode at https://maplemoney.com/161 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

In financial circles, ‘debt is bad, and savings is good’ is a common refrain. But the truth is somewhat more complicated, and not enough people are educating themselves about how to properly use loans and other credit products to their advantage. Vlad Sherbatov is the President and Co-Founder of Smarter Loans, Canada's largest loan, and financial directory. He is also the host of the Smarter Money Show, the video podcast that helps people excel with money in life and in business. He is a passionate entrepreneur and business leader in the Canadian financial sector and was selected as a 2019 Top 25 Leaders in Lending by the Canadian Lenders Association. Vlad joins me on the show this week to explain how the right credit products can help propel you forward. You can find the show notes for this episode at https://maplemoney.com/160 Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you have a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.

At what age should you start teaching your kids about money? Do you worry that they’ll make the same money mistakes you made when you were young? Can you show them how to properly spend, save, and share their money? If you’ve asked yourself any of these questions, you’ll want to listen to this week’s episode. Susan O’Brien is an award-winning wealth management advisor and author of the book, Net Worth Thinking: A New Way Forward for Wealth Management. Early in her career, Susan realized that what weighed on parents’ minds most when it came to their finances, was their kids. She joins me on the show this week to discuss ways to teach kids about money, and help them navigate the heavy consumer influences that are all around them. You can find the show notes for this episode at https://maplemoney.com/159 Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!

Do you ever feel overwhelmed by choices you have when it comes to managing your investments? In addition to the multitudes of financial advisors vying for attention, there are dozens of online brokers and robo-advisors. No wonder it’s so hard to know what to do with your portfolio. Thankfully, my guest this week is here to help you sort things out. Jim Yih is the founder of RetireHappy.ca, Best Selling Author, and Financial Speaker on wealth, retirement and personal finance. Jim takes us through the history of financial advice in Canada, and explains where things stand today. By the end of the episode, you should have more confidence about where and how to invest your money. You can find the show notes for this episode at https://maplemoney.com/158  Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you have a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%. 

How often do you think about your retirement? When you do, what is it that concerns you the most? If it’s money, then you’re not alone. But as you’re about to find out, there’s a lot more to a successful retirement than the money. Mike Drak is the author of the books Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle, and Victory Lap Retirement, Work While You Play, Play While You Work. Mike joins me this week to share his story, how he found himself in a place he calls ‘retirement hell,’ and how he managed to escape. You can find the show notes for this episode at https://maplemoney.com/157 Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you have a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.