Think Smart with TMFG

Episode 20: The CPP Debate- Early or Late Withdrawal What Are The Benefits?

When is the best time to start to take CPP? Many considerations include estate plans, clawbacks, benefits and tax advantages. How to optimize CPP withdrawal planning to get you through the 3 phases of your retirement; the Go-Go, Slow-Go and No-Go phases. Listen here today to find out what your best-case scenario may be.

Episode 19: The Right Advice Every Time

Right all the time vs. most of the time and protection against the possible. Are there black-and-white answers when it comes to financial advice? Who to turn to when navigating the complex investment landscape of asset mixes. Start date bias and how this affects 10-year vs. 20-year returns. Find this and more today on Think Smart with TMFG.

Episode 18: Concentrated Positions

Today on Think Smart: Does the tail wag the dog when you are making financial decisions about your future or vice-versa? Every company has some level of risk associated with it. Nortel lessons learned. The ins and outs of preferred shares and navigating the risks of alternative investments.

 

Episode 17: Sticking To The Plan

Is the real estate portion of your retirement plan really where it should be? How does the brain see your money? Cash occupies a different part of your brain than your retirement savings. Too many unadvised upgrades can your retirement downfall.

Episode 16: Trade with China; Tariffs and Volatility in the Market

How do Trump's imposed tariffs on China affect the market. Do you know how tariffs actually work?
Find out here.

Episode 15: Can Mutual Funds Outperform The Index

Examining the mutual fund landscape. An in depth look at the active funds from 1999-2018. Rob and Mike discuss "Survival Bias" and what it can do the skew the numbers. Is it all just a shell game?

Episode 14: Optimism: The Secret to Your Success

Today On Think Smart: Investor success and how it is tied to attitude. What are the fundamental steps any investor needs to take in order for their financial lives to have the outcome they expect.

 

Episode 13: Back from the Outback

What we learned from the DFA Australia Tour from advisors across the globe.

Episode 12: What Insurance is Really the Right Fit for You?

How The McClelland Financial Group have been insured and what we think will work for your future. 

Episode 11: The Best of Both Worlds: The Transition To Global Portfolios

Technological Advancements - Factor and Fee Based Investing - Re-balancing and Tax Effectiveness