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FP Collective

@FP_Collective_

We aggregate content from top Canadian financial planning creators, keeping you informed effortlessly.

 Canada
fpcollective.ca/
Joined March 2024
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When Investment Risk Warnings Can Backfire by Preet Banerjee fpcollective.ca/when-investm…
When Investment Risk Warnings Can Backfire

When Investment Risk Warnings Can Backfire

Warnings are supposed to make us more cautious. But sometimes they can do the opposite. In a recent Globe and Mail column, I looked at research examining situations where warnings can actually...

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Canadian Corporate Tax Explained: How Integration Works by Jason Pereira fpcollective.ca/canadian-cor…
Canadian Corporate Tax Explained: How Integration Works

Canadian Corporate Tax Explained: How Integration Works

If you own a Canadian corporation and nobody has ever walked you through how Canadian corporate tax actually works, start here. This is the foundation for everything else on corporate tax planning....

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Ep 55 Insurance Enema 6 More Comp BS by Jason Watt fpcollective.ca/ep-55-insura…
Ep 55 Insurance Enema 6 More Comp BS

Ep 55 Insurance Enema 6 More Comp BS

Ep 55 Insurance Enema 6 More Comp BS | Financial BS PodcastChael gives an update on his YNAB journey. Listener Jeremiah is trying to get Jason to visit a cardiologist.PodbeanPodBean Development

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Stepping up as POA: Navigating Aging, Advocacy and Unexpected Care by Andrea Thompson fpcollective.ca/stepping-up-…
Stepping up as POA: Navigating Aging, Advocacy and Unexpected Care

Stepping up as POA: Navigating Aging, Advocacy and Unexpected Care

By Andrea Thompson, CFP, CRPC (US), CCS In this episode of the Modern Cents Podcast, Andrea Thompson and Shay Steacy discuss the critical importance of estate planning and the real-life implications...

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Exactly how I invest by Jason Pereira fpcollective.ca/exactly-how-…
Exactly how I invest

Exactly how I invest

How I invest my own money, and where my views on money come from. I walk through my whole balance sheet: one global equity fund, a private equity stake in the company that acquired PWL, the house we...

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Ep 54 Sad Gaad Sad Exit Tax Bad by Jason Watt fpcollective.ca/ep-54-sad-ga…
Ep 54 Sad Gaad Sad Exit Tax Bad

Ep 54 Sad Gaad Sad Exit Tax Bad

Ep 54 Sad Gaad Sad Exit Tax Bad | Financial BS PodcastJason cannot come up with a synonym for ‘exit’ that has a rhythm for this show title and refuses to ask AI for help. Chael lets his true feelings...

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The Missing Pieces of Estate Planning Part I: Who is Connor? by Cameron Smith fpcollective.ca/the-missing-…
The Missing Pieces of Estate Planning Part I: Who is Connor?

The Missing Pieces of Estate Planning Part I: Who is Connor?

Why naming a guardian in your will is only the beginning of preparing someone to care for your children. By Cameron Smith, CFP®, CIM® We spend a remarkable amount of time planning for our children's...

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Helping Adult Children Financially Without Ruining Your Retirement (Guide for Canadian Parents) by Joe Curry fpcollective.ca/helping-adul…
Helping Adult Children Financially Without Ruining Your Retirement (Guide for Canadian Parents)

Helping Adult Children Financially Without Ruining Your Retirement (Guide for Canadian Parents)

Helping adult children financially is common, but without a plan, it can quietly derail your own retirement. In this episode, Joe Curry walks through a practical framework for balancing generosity...

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Why Retirement Planning Shouldn’t Start With a Magic Number by Preet Banerjee fpcollective.ca/why-retireme…
Why Retirement Planning Shouldn’t Start With a Magic Number

Why Retirement Planning Shouldn’t Start With a Magic Number

How much money do you need to retire comfortably? A recent BMO survey put the average Canadian answer at $1.7 million. It is a memorable number. It may also be close to meaningless. In a recent Globe...

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Ep 53 Insurance Enema Demutualization by Jason Watt fpcollective.ca/ep-53-insura…
Ep 53 Insurance Enema Demutualization

Ep 53 Insurance Enema Demutualization

Ep 53 Insurance Enema Demutualization | Financial BS PodcastWhere did you see your life going? Did it take you to a place where you were going to actively choose to listen to a podcast with the word...

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When You Retire in Canada, Tell NO ONE (Until You Do These 3 Things) by Joe Curry fpcollective.ca/when-you-ret…

When You Retire in Canada, Tell NO ONE (Until You Do These 3 Things)

In this episode, Joe Curry breaks down three essential steps to take immediately after retiring in Canada to avoid costly mistakes. Learn how to optimize your RRSP withdrawal strategy, properly time...

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The truth about leverage ETFs by Benjamin Felix fpcollective.ca/the-truth-ab…
The truth about leverage ETFs

The truth about leverage ETFs

$10,000 in a 3x leveraged S&P 500 ETF (UPRO) at launch in 2009 would be worth about $1.3 million today, more than 10x a regular S&P 500 ETF. So are leveraged ETFs a smart long-term tool or a disaster...

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Should You Incorporate? It Depends on Your Profit by Jason Pereira fpcollective.ca/should-you-i…
Should You Incorporate? It Depends on Your Profit

Should You Incorporate? It Depends on Your Profit

Should you incorporate your business in Canada, or stay a sole proprietor? The answer depends on your profit, your liability exposure, and whether you plan to sell one day. In this video I walk...

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Gamification Could Actually Make Investors... Better? by Preet Banerjee fpcollective.ca/gamification…
Gamification Could Actually Make Investors... Better?

Gamification Could Actually Make Investors... Better?

Gamification has earned a bad reputation in investing. And for good reason. Previous research from the Ontario Securities Commission found that investors who were rewarded with meaningless points for...

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Who You Marry Is a Financial Decision by Benjamin Felix fpcollective.ca/who-you-marr…
Who You Marry Is a Financial Decision

Who You Marry Is a Financial Decision

Who you marry and how the two of you handle money together will shape your financial life as much as almost any investment decision you make. But finances are often an afterthought in a marriage. In...

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Jason Heath (Returns): The Future of Financial Planning by Dave Chilton fpcollective.ca/jason-heath-…
Jason Heath (Returns): The Future of Financial Planning

Jason Heath (Returns): The Future of Financial Planning

In this episode, Dave and Jason dive into where financial planning is headed. They explore the role of technology in democratizing planning, from financial planning software to the future of AI in...

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Optimal RESP Funding - A New Answer to an Old Question by Aaron Hector fpcollective.ca/optimal-resp…
Optimal RESP Funding - A New Answer to an Old Question

Optimal RESP Funding - A New Answer to an Old Question

For twenty years the default answer to "how should I best maximally fund an RESP?" has been one of two things: drop the $50,000 in on day one, or run the Traditional Maximizer — $16,500 up front,...

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6 Costly Retirement Mistakes Canadian Retirees Keep Making (And How To Avoid Them) by Joe Curry fpcollective.ca/6-costly-ret…
6 Costly Retirement Mistakes Canadian Retirees Keep Making (And How To Avoid Them)

6 Costly Retirement Mistakes Canadian Retirees Keep Making (And How To Avoid Them)

In this episode, Joe Curry breaks down six costly retirement mistakes Canadians make around CPP timing, RRSP withdrawals, TFSA usage, and OAS clawback. Learn how proper retirement income planning can...

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Why Shrinkflation Works So Well by Preet Banerjee fpcollective.ca/why-shrinkfl…
Why Shrinkflation Works So Well

Why Shrinkflation Works So Well

Consumers hate shrinkflation. We notice when the package gets smaller. We complain about it. Sometimes we even swear we will stop buying the product. And yet shrinkflation keeps working. In a recent...

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Lessons from Decades as a Personal Finance Author & Journalist by Dave Chilton fpcollective.ca/lessons-from…
Lessons from Decades as a Personal Finance Author & Journalist

Lessons from Decades as a Personal Finance Author & Journalist

Jonathan Chevreau — veteran personal finance journalist, author and founder of the Financial Independence Hub. Jonathan spent nearly two decades as the National Post's personal finance columnist,...

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