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We've had tremendous movement in the stock market this year. We've had a massive sell-off and an incredible recovery.In this podcast I talk about my market outlook, some economic developments and look at your wealth to see if it is in alignment with who you are.Find more podcasts at tkdale.com/podcast

Happy New Year, TK Dale Wealth listeners!  A new year is always an exciting prospect, and this could not be more true after 2020, so how can you make 2021 your best year yet?  In this podcast, I cover one of my favourite topics: goal setting.  We talk about using the 4 Pillars of Wealth to focus your financial goals, using positive and negative reinforcement to motivate you, and setting small milestones to achieve big goals!To receive the digital assets discussed in the podcast, send me an email at info@tkdale.comLet's talk about how to achieve your financial goals for 2021, book a consultation call with me at tkdale.com!If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.*Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.

In this episode I go over some of the reasons for the strength in the November stock market as well as start along the path to understanding if you're wealthy.Find out more at tkdale.comIf you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.*Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.

You've been growing your realty business, making good money, and bringing in new clients - you may be wondering: what's next for my business?  If incorporating has ever come to mind, this is the podcast for you.  In this episode, I go over the major considerations when deciding whether to incorporate and the team that you should assemble to ensure your success.Find out more at tkdale.comIf you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.*Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.

This marks our 100th episode!!!  October was an interesting month in the markets. It had a sharp rise followed by a sharp sell-off. It neared the U.S. presidential election and in this episode I talk about:Interest rates & your homeWhere's the jobs?US Election & stock market inflation???Covid-19 & stock market protecting your moneyFind out more at tkdale.com*Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.

This marks our 100th episode!!!  October was an interesting month in the markets. It had a sharp rise followed by a sharp sell-off. It neared the U.S. presidential election and in this episode I talk about:Interest rates & your homeWhere's the jobs?US Election & stock market inflation???Covid-19 & stock market protecting your moneyFind out more at tkdale.comIf you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.*Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.

This is a special episode of the TK Dale Wealth Podcast!  I'll be speaking with Michael Damazo, a member of the US Navy and a content creator that focuses on achieving financial freedom. Michael went from having $50,000 of debt to $750,000 of net worth in only 10 YEARS.  Once he took control of his own finances, he built up his platform on YouTube to help people in the same situation.  We talk actionable steps to identify your biggest spending waste (buying coffee may not be your biggest problem, despite what finance articles suggest) and to become the leader in your own life.This episode is all about finding strategies that work for you and taking responsibility for the future you want to create.  It was great sharing experiences with someone who has also been in the military and speaking to a leader that is constantly helping others.  If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.

As if 2020 couldn’t get any crazier. The world was basically shut down due to a global pandemic, kids worldwide not attending in-person school, a hot button US election with the chances of the incumbent president likely to reject the results if he loses, and now the US President contracts COVID-19 along with the First Lady and many of his closest advisors.  All that and more, including their financial impacts, will be discussed in this episode, including:        - Stock market movements for September       - Disney recently laying off 28,000 furloughed employees       - Probability of the survival of restaurantsShare this podcast with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.  If you're looking for more information, check out our website at tkdale.com and book a consultation!

A new school year starts up and change is in the air.  In this podcast, I give an overview of the major market moves of August and how this will have an effect on September's economy.  Key topics include COVID-19 and school re-opening, and how retail sales are affecting the markets.If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.

You may have heard of an all-in-one mortgage before and its ability to help you pay off your mortgage up to 15 years faster.  While this sounds like a great plan, it isn't right for everyone, and it's important to understand how it is set up before you open this type of account.In this podcast, my Business Development Associate Niklas will be explaining the pros and cons of an all-in-one mortgage.  If this sounds like the account fro you, book a consultation with me at tkdale.com.If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.

COVID-19 has surprisingly been an incentive for many people to retire earlier than expected, but this raises an important question: what will happen to my benefits?  This podcast explores avenues for if your benefits extend into retirement or if they end with your employment, and also discusses retirement planning and the Manulife FollowMe plan.Share this podcast with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.To learn more, book a consultation at tkdale.com

2020 has been flying by, and as we enter the second half of the year, this is a great time to review the systems that have and have not been working in your life.  As a Family CFO, my guiding principle is to monitor your finances like a business would, and that is exactly what a personal financial audit entails.In this podcast, my summer intern Sabrina explains the key components of a financial system and how you can audit your own systems to optimize the rest of the year.Share this podcast with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.For help with setting up your financial systems, book a consultation at tkdale.com

Life is complicated and busy, but this is no reason for your finances to be pushed to the side.  By creating a financial plan, uncertainty can be eliminated and you can take active steps towards your goals.In this podcast, my summer intern Sabrina talks about the benefits of creating a financial plan, both in the short and long term.Share this podcast with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.To learn more, book a consultation at tkdale.com

When looking at finances, it is so easy to get bogged down in the details and look at our lives in segments.  We keep our savings separate from our checking account which is separate from our mortgage, but this actually prevents you from seeing your finances and financial plan holistically.  Ultimately, this keeps you from getting ahead.In this podcast, I talk about the benefit of considering your finances like a business's general ledger and how to plan ahead for greater efficiency.Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.To learn more, book a consultation at tkdale.com

We've come to expect that paying down mortgages means also paying high interest fees - but it doesn't have to be this way.  Traditional banking has all your bank accounts separated, creating a wide spread in the interest rates between savings accounts and loan accounts; it's no wonder we end up paying so much more.  However, the All in One Bank Account puts all of your accounts together, keeping a competitive interest rate that lowers your mortgage faster and reduces your interest payments.  In this podcast I talk about how an All in One mortgage operates to help you pay off your mortgage faster while still giving you financial freedom.  Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.To learn more, book a consultation at tkdale.com

I've had clients come to me after a period of investing on their own, ready to make a change.  Some are happy to pass over the role of portfolio manager to me, while others are still interested in managing parts of their investments.In this podcast, I talk about how to manage a co-advising relationship.  Co-advising gives you the freedom to live your life, without worrying about the performance of your portfolio every day, while still controlling a small portion of your assets.  I explore what these relationships look like and the freedom it gives investors in the smaller assets they continue to invest on their own.Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.To learn more go to tkdale.com

As parents, we want what's best for our kids: we hope they'll grow up to be responsible, happy, and successful adults.  For that to happen, kids need to have good financial skills, or at least a strong basis - and that's where we, as parents, come in.A study by Cambridge University found that kids' spending habits are being formed by age 7, so there is no better time than the present to teach your kids financial literacy.  In this podcast, my summer intern Sabrina presents 3 essential financial skills that will set kids up for success and how to teach them.

What is going on? The markets are ripping higher, the population is closing back down.What do the economics say? In this podcast I outline the positive and negative data and tell you my thoughts on the market going forward.As a bonus I talk about how today's valuations can actually be warranted and the factors that play into those.

We've all heard of the power of decluttering our spaces, but what about decluttering our financial statements and purchases?  Financial minimalism means only spending on what truly brings you value to give you greater freedom in the future by saving.In this episode, my summer amazing intern Sabrina explains how financial minimalism works and how small changes can improve your financial future.You can pre-order an electronic copy of my new book "The Family CFO's Guide To Wealth Building" at TheFamilyCFO.ca

Trevor talks about some of the considerations for buying a cottage. What do you need to know in the buying stage with respect to permits and certificates?What's unique about getting a mortgage for the property?Tune in to find out more.