Today, we bring you another live episode, this time from the Annual Canadian Physician Financial Wellness Conference. We answer a series of compelling […] The post Episode 17: Live at CPFW 2024 first appeared on The Money Scope Podcast.| The Money Scope Podcast
Today’s episode comes to you live from the 22nd Institute for Advanced Financial (IAFP) Planning Conference in Gatineau, Quebec, recorded in front of […] The post Episode 16: Live at IAFP 2024 first appeared on The Money Scope Podcast.| The Money Scope Podcast
Understanding the implications of the 2024 Federal Budget and its proposed changes to capital gains taxation is crucial for individuals and corporations alike. […] The post Episode 15: Budget 2024: The Capital Gains Inclusion Rate first appeared on The Money Scope Podcast.| The Money Scope Podcast
Business owners often have reservations about paying into the Canada Pension Plan (CPP). Many think they’re getting a bad deal by paying both the employer and the employee portion of the contribution, but can they do better by paying themselves dividends? In the last two episodes, we did an extensive review of how you can| The Money Scope Podcast
In this episode we will be covering portfolio management, including an overview of portfolio planning, portfolio execution, and portfolio maintenance. Much of the episode will focus on asset allocation. This topic builds on what we covered in our last episode. Asset allocation is the mix of investments that you hold. When designing a portfolio for| The Money Scope Podcast
Financial planning help us to use our money to build The Good Life. A daunting task. Fortunately, there is a large body of literature that can inform us based on our biology and psychology. Even better, it has been distilled into practical models that we can use.| The Money Scope Podcast
Episode 10: Investing in a Canadian Corporation| moneyscope.ca
In the last episodes, we've been talking about using a Canadian Controlled Private Corporation to invest. However, the main reason why corporations exist is to run businesses through. As a small business owner, it is important to know how to pay yourself from your business. Whether incorporated, or as a sole proprietor. Compensating yourself can| The Money Scope Podcast
Welcome to the supplemental episode to the main episodes about investing using a Canadian Controlled Private Corporation (CCPC). In this episode, we apply some of the knowledge-base from the main episodes on corporate investment taxation and investing strategy. We've picked three cases that highlight different common conundrums that people face trying to mesh their investment| The Money Scope Podcast
In the last episode, we introduced how investment taxation using a Canadian Controlled Private Corporation (CCPC) works. Different types of income are taxed differently in a corporation. We reviewed different types of investment income flow through a corporation and how that interacts with the corporation's active income. Plus, how you pay yourself. Today we'll start| The Money Scope Podcast
In the last episode, we discussed taxable investing for an individual taxable investor. We dove into the different forms that investment returns can take, and how they interact with your tax bill. We also talked about attribution rules, tax deferral, and tax drag. In this episode we cover investing in a Canadian corporation. Investment returns| The Money Scope Podcast
Welcome to the supplemental episode to the main episode about taxable investing in Canada. In this episode, we explore some common issues that investors can run into when they are investing in a taxable investment account. Taxable investing has no limits on contributions, so it's possible to accumulate a lot of taxable wealth, but it's| The Money Scope Podcast
In the last episode, we covered the types of accounts that we can hold investments in Canada. Each account has specific features and rules that dictate how they should be used. Most of the account types - called registered accounts - also have limited contribution room. The one account type that is unconstrained by contribution| The Money Scope Podcast
Welcome to the supplemental episode to the main episode about Canadian investment account types. In this episode, we explore some of dilemmas that people face in deciding which accounts to use for investing. Accounts are basically just containers to hold investments. Like rooms in the house that is your portfolio. How do you choose which| The Money Scope Podcast
In the last episode, we discussed different investments that you can buy. Like stocks, bonds, or funds that bundle those together. You hold those investment products inside containers called accounts. This week, we start exploring the different investment accounts that you can use to hold those investments in. We will home in on an alphabet| The Money Scope Podcast
When it comes to creating an optimal compensation strategy plan, there’s a lot to navigate. And while there may be a plethora of general rules floating around on the internet, each individual’s optimal strategy is ultimately going to be dependent on their unique situation. That is why we’re using today’s conversation to break down the| The Money Scope Podcast
