Think Smart with TMFG

Episode 100: The Death of a Client

The death of a client can be one of the hardest parts of an advisor's job. In many cases, this may be a relationship that has been forged over 20-30 years. It is a difficult time for everyone involved, and a financial advisor needs to be the voice of reason for the surviving family members. There is a lot riding on the next steps, and everything needs to be done correctly. Listen today to hear some of the elements that come into play when this part of a client’s financial journey comes into play.

 

Episode 99: Forecasting? Isn't it Obvious?

Trying to predict the outcome of most things, if not based in science, is very nearly impossible, and even then, it can be impractical. Isn't it always way too apparent after the fact what we should have expected or, better, known? But seriously, do you think it's possible to predict some aspects of the market? Find out what we believe today on ThinkSmart.

Episode 98: Strategies to Employ in the Last 5 Years Before Retirement

What steps should you consider taking to ensure a smooth transition into retirement? How should you handle your accounts over the next few years? What are the tax benefits of changing tax brackets? How to cope with your debt. Consider how your future health might be affected. When should CPP be taken? Do both you and your partner have the same ideal retirement in mind?
We answer these and many more questions today on Think Smart. 

Episode 97: Bitcoin - What's All The Hype?

The first Bitcoin ETF was recently launched, and it's certainly become very hard to ignore it in the marketplace. However, there are two sides of this figurative coin; the financial perspective and the technological perspective. There is a severe lack of information and mystery around how it actually works.  While it may, in fact, really help in third-world commerce,  there is still a ton of volatility and uncertainty surrounding it.

Join us as we discuss the ins and outs of Bitcoin!

Episode 96: What's the Difference Between ETFs and Mutual Funds Anyway?

Does anyone know off the top of their head the difference between mutual funds and ETFs? For all intents and purposes, they are pretty similar. However, you may be surprised to know that there are a number of subtle distinctions that can make a difference to your pocketbook.
Listen today to find out more!

Episode 95: How I Made My First Million

Have you made your first million yet? It's not as hard as you might think. Believe it or not, there are some pretty straightforward steps you can take to get there. Listen today as Rob and Mike give you their personal accounts of how their very practical financial decisions worked out and how you might be in a position to do the same.

Episode 94: Signals of Financial Change

Signals of financial change: What types of change are we seeing, and what is the impact on your life?
In many parts of the world where there previously had been none, a rising middle class is working towards a more desirable lifestyle and driving up costs. At the same time, in the Western world, our priorities shift from owning to experiencing things.

From the minimum wage worker to the corporate executive, things are on the move.

We are in a period of growth and the world is changing in many ways.

Find out more here today on Think Smart.

Episode 93: Things You Can Do To Help Your Family During Covid-19

With some time on our hands and many fewer distractions, now is the perfect time to start dusting off some of those old forgotten estate documents. Rob and Mike discuss best practices and some tips and tricks to help you and the important people in your life cope with your estate.

Episode 92: What To-Dos Should You Be Checking Off Your List During Lockdown

Lockdown is getting pretty tough on all of us. This week on Think Smart, Rob and Mike look at what we can do to keep ourselves occupied. Let's start checking off some of those need-to-dos that we keep putting off. 

 

 

 

Episode 91: Owners vs Loaners: Equities and Fixed Income - How Does Your Portfolio Measure Up?

How much control do you want to have of your portfolio? Find out what simple choices you can make to stay successful. We discuss the fundamental differences and problems between heavily weighted fixed income or equity portfolios and what we believe is the undisputable smart choice. Fear often over-shadows historical data to the detriment of investors. Learn how to escape the mistakes investors continue to make.

Today on ThinkSmart.