Think Smart with TMFG

Episode 78: Interview with Dr. Riley Moynes "Squeezing the Juice Out of Retirement" Part 3

Join us for the third and final part of our interview series with Dr. Riley Moynes as he discusses his latest book; "The Ten Lessons: How You Too Can Squeeze All the Juice Out of Retirement". What is the secret to a successful retirement? Reinvent yourself. Finding your purpose in retirement and contributing your unique knowledge to create a vibrant community, can help you to have an amazing sense of satisfaction in this extraordinary time of your life.

Learn This and More Today on Think Smart.

Episode 77: Interview with Dr. Riley Moynes author of the "The Four Phases of Retirement" Part 2

What is it that equals a successful retirement? You may be surprised that it's not only about financial success. 10,000 people are retiring every day in North America and this modern age can mean that 1/3 of your life is spent in retirement.
Dr. Riley Moynes discusses "The Four Phases of Retirement" in detail. Listen, as we journey through part 2 of his discoveries in this three-part series on financial education and retirement. 

We explore this and more today on Think Smart!

Episode 76: Interview with Dr. Riley Moynes author of the "Money Coach" Part 1

The life and times of Dr. Riley Moynes, including his work for many years in the field of education, as a teacher, as a consultant to various school boards, and even to the Royal Ontario Museum. In speaking with Dr. Moynes, he has always been passionate about education and learning. He took his first major steps as a financial educator with the writing of his book "The Money Coach". Listen as we journey through his discoveries in this three-part series on financial education and retirement. 

We explore this and more today on Think Smart!

Episode 75: The Upcoming U.S. Election Part 1

What impact will the Presidential election have on the financial markets? Taking a look back at the history and data, what are we able to predict for the future of world economies?
Which party has consistently been more successful over time at providing better market returns? We look at the many factors that define profitability in one election year vs another. From FDR to Obama what has the office of the President been able to contribute to the nation's wealth.

We explore this and more today on ThinkSmart!

Episode 74: How to Work with and Manage Multi Generations of Families

Over the years, we have worked with many Canadian families and generations within those families. We have found that some of the key factors to generational financial success are often found in creating a supportive open environment for families to communicate in addition to a well-organized and executed plan. Clearly understanding the needs of parents, children and grandparents can allow for easy life transitions. Whether it's buying a home, selling a family cottage, opening a trust account for your grandchildren or settling an estate. Join us today as we discuss in detail what we do as family advisors to help create that legacy. 

Episode 73: Apps Make The World Go Round

For many of us apps have become a part of our lives and there is no debate; the benefits are tremendous.
Apps are changing our personal and business lives by freeing us from tedious, often repetitive, tasks and teaching us new ways to create and explore. Join us as Rob and Mike discuss a few apps they love and what makes them fun and useful.

Episode 72: Bonds - The Fun Part of Your Portfolio

There are many different types of bonds; government, corporate, treasury bills, AAA, long- and short-term bonds. Advisors Rob McClelland and Mike Connon walk you through the bond world and discuss the advantages and disadvantages of various bond strategies; including tax implications and their role in your portfolio. 
Are your bonds hedged or not? How does the yield curve work? 

We explore this and more today on Think Smart!

Episode 71: Demystifying the 4% Retirement Income Withdrawal Rule

With interest rates at their lowest in 200 years; is the 4% retirement income withdrawal rule dated? Experts say past investment results cannot predict future returns; is that important? What are the rules around withdrawal percentages and what is a safe amount to consider? This and More Today on Think Smart!

Episode 70: Future Portfolio Returns

Deutsche Bank published a report announcing the lowest bond yields in over 200 years; so what's the point? Most portfolios are built with some portion of fixed income. We look back at 94 years of data to examine if bonds are needed in the modern portfolio and what, if any options you may have. We explore this and more today on ThinkSmart!

Episode 69: Tax the Super Rich

Is it such a bad idea to tax the super-rich to help pay for COVID-19? 
Are we better off paying our debt or letting some of the greatest minds of our time reinvest in our future as a species? Join us as we discuss the controversial and uber-rich Elon Musk, the unassuming Bill Gates and the Steve Jobs legacy and their contributions to the world.