Canadian Wealth Secrets

Canadian Wealth Secrets

Canadian Wealth Secrets Podcast [Formerly Invested Teacher Podcast] Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows you to live a truly wealthy life; a life on your own terms. Canadian Wealth Secrets is a show focused on growing wealth to strengthen all five (5) pillars of a good life including health, family, finances, work, and play. We seek to ensure that you have a foundational financial plan in your life including Canadian investment, tax, and insurance strategies so that you can focus more of your time and attention on the other important pillars of life. Tune in every Wednesday as we uncover unknown strategies that allow you to protect your profits from income taxes, safely compound your investments more predictably, and help you take your high net income and create a wealthy lifestyle while creating a legacy that lasts. Before you can start on your own unique wealth building journey, you have to determine what a wealthy life looks like for you. Get started by listening to Episode #38: Clarifying Your Life’s Why So You Can Achieve Your Dream Lifestyle. Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Episodes

March 27, 2024 38 mins

Have you ever wondered how a seasoned entrepreneur transitions from start-up to start-up, and what unique insights they gained along the way?

In a world where career transitions, entrepreneurial risks, and technological advancements are increasingly common, understanding the journey of someone who has successfully navigated these changes can offer valuable lessons for your own professional and personal growth.


You’ll learn:

  • G...
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Are you tired of paying more taxes than necessary when withdrawing money from your corporation?

As a business owner, effectively managing your finances and understanding the tax implications of withdrawing money from your corporation is crucial. Whether you're considering salary or dividend payments, or looking for ways to shelter money from taxes, this podcast episode is tailored to your needs.

Unlock the secrets to smarter fin...

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Are you wondering if incorporating your Canadian business is the wealth-building powerhouse you expected, and how to navigate the complexities of corporate wealth management and tax saving strategies?

This episode directly addresses the dilemmas faced by incorporated Canadian entrepreneurs and business owners, delving into effective wealth management strategies within a corporation. It's particularly relevant if you're see...

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How can you retire early and gain time freedom you’ve been after since you started your wealth building journey?

In today's fast-paced world, achieving financial independence and early retirement is a coveted goal for many, but it often feels out of reach.

In this episode we speak with the Lazy Canadian Millionaire Investor: Jim Chuong. Jim retired at the age of 40 after building his investment and real estate portfolio to level...

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Are you tired of hearing how amazing the Ontario Teachers’ Pension Plan (OTPP) is, leaving you feeling left on the sidelines for a comfortable retirement just because you’re a pensionless T4 employee, Canadian business owner, or entrepreneur?

For the few industries that still provide Canadians defined benefit pension plans (DBPP), these sources of financial security in retirement are one of the major contributing factors that keep e...

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If you have been successful in entrepreneurship, business, investing, or even life - but you aren’t actually clear on what you’re striving towards - it’s highly likely that you’ve just been lucky.

The real question you need to ask yourself is: 

How long will your luck last if you continue to drift through your entrepreneurial daily ritual, aimlessly working without intentionality, without clarity, or without a clear goal in mind? 

As ...

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Choosing between term and permanent life insurance for Canadian entrepreneurs or business owners can be as pivotal as deciding between renting and owning a home. This episode is crucial for anyone looking to make informed decisions about their financial security, legacy planning, and long-term wealth, especially if you are a business owner, real estate investor, or Canadian entrepreneur interested in personal financial planning.

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The unspoken challenges of real estate investing in today's market needs to be your number one concern. In this episode Elizabeth Kelly, a seasoned real estate investor and coach, reveals the often-overlooked realities and struggles of being a Canadian Real Estate Entrepreneur. 

Whether you're a budding investor feeling overwhelmed by the complexities of the 2024 real estate market, or an entrepreneur seeking long-term suc...

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The big question on the mind of many Canadian homeowners minds these days revolves around interest rates. With the Bank of Canada’s overnight interest rate popping significantly over the last two years, homeowners with a mortgage are wondering what is their next move. 

While those whose fixed interest rate mortgage might be coming up for renewal over the next 6-18 months might be wondering what their next move is, those who took on ...

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How would you feel if you could be given “THE” Investment Strategy PROVEN to Build Generational Wealth so your legacy lasts well beyond your time here in this world? 

Well, we’ve got you covered. 

Today, we’re going to unpack what Morgan Housel, author of The Psychology of Money has proven to be the most important factors to build generational wealth that lasts - AND it does not require taking “home run swings” at investments that pr...

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Are your Canadian investments earmarked as fixed income and secured assets still locked in the slow lane with GICs and bonds? Maybe you’re starting to realize that fixed rates of 5% are more like 3% to 3.5% after taxes. Ever wondered if there's a way to navigate through the “safe” portion of your Canadian investment portfolio without having to commit the ongoing effort to ensure your return is worth the while? Stay tuned for a...

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Ever wondered how you can turn the process of buying a car into a strategic financial move that aligns seamlessly with your short term financial safety goals and your long-term wealth building goals? In this episode, we're diving into the powerful concept of utilizing participating whole life insurance to revolutionize the way you approach financing major purchases like your dream car.

Picture this: financing your car purchase ...

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In this episode of The Invested Teacher Podcast, Kyle chats with Rene Masse, a seasoned entrepreneur and investor based in Kingston, Ontario. With a diverse portfolio and full-service real estate investment offerings through Masse Property Investments, Rene specializes in multi-family properties, duplexes, and student rentals. Take some time to listen in as Rene shares his journey of acquisition, renovation, and management that has...

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December 27, 2023 33 mins

Are you risking financial turmoil without an adequate emergency fund? In this episode, we're diving deep into the critical questions: How much should be in your emergency fund? Is your emergency fund matching expert recommendations? And are you optimizing your emergency fund with the right investment vehicles? Brace yourself for a bold exploration that challenges financial norms! As we ponder the burning question: "Is it ...

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Back in episode 52, we explored managed mutual funds under the microscope and investigated whether there is ever a time where managed mutual funds might make sense.

In this episode, we will unpack whether there is a case to be made for investing in the stock market as a “Stock Player” (or picker) or whether you should really be a “stock spectator” and take the indexed fund or mutual fund approach.  We’ll look at a Foolish...

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In this episode of the podcast, Jon Orr and Kyle Pearce dig into the pros and cons of investing in managed mutual funds versus their benchmark index funds. Despite the common messaging in the media surrounding the high management fees and the inability for any managed fund to consistently beat the market from year to year, we look to unpack some of the potential benefits that managed mutual funds might provide for those seeking a m...

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In the latest episode of The Invested Teacher podcast, we dig into the often-overlooked world of buy-sell agreements—a crucial aspect of business ownership that can either safeguard your financial future or if missing or poorly written, can lead to unforeseen challenges.

Your company’s buy-sell agreement, sometimes known as a buyout agreement, a business will, or a business prenup, could be the linchpin in determining the fate of yo...

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In this episode, we welcome real estate entrepreneur, podcaster, best-selling author and private capital specialist, Dave Dubeau. Join us as we dig into Dave’s real estate journey beginning when he was a child growing up in what some might call a “house hack” with his parents, growing and operating an English language program in Costa Rica, followed by packing up his family and starting over in Kamloops, British Columbia to start a...

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November 22, 2023 22 mins

In this episode of the Invested Teacher Podcast, we delve into the weeds to discuss which government tax incentivized investment vehicle in Canada will best serve our Invested Student audience: the Tax-Free Savings Account (TFSA) or the Registered Retirement Savings Plan (RRSP). 

We will take some time to dig into some specific cases including those in “golden handcuff” careers with Defined Benefit Pension Plan (DBPP) in your job an...

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November 15, 2023 32 mins

In this week’s podcast episode, we explore essential concepts that challenge the way we perceive wealth and financial planning. The first big idea revolves around the evolving nature of money's value over the past three decades, highlighting how traditional savings might no longer suffice in our financial world of rapid inflation and money printing. In particular, we also delve into the deceptive impact of inflation, revealing...

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