All Episodes
Think Smart with TMFG — 102 episodes
Episode 356: Client Stories Series - Travel Should Be Part of Life, Even Before Retirement with Jonathan van Bilsen
Episode 355: What No One Tells You About Your First Year of Retirement (Financially)
Episode 354: Paying Tax Means You Made Money (Here’s How)
Episode 353: War, Oil, and the Strait of Hormuz - Where Will This Show Up in Your Financial Plan?
Episode 352: Understanding the Disability Tax Credit (DTC) Part 2 – How Approval Impacts Taxes, Benefits, and Long-Term Planning
Episode 351: Client Stories Series - What I Wish I Knew Before Building The McClelland Financial Group with Rob McClelland
Episode 350: Understanding the Disability Tax Credit (DTC) Part 1 – Who Qualifies, How It Works and What It Can Unlock Financially
Episode 349: Revenue Isn’t Success - This Is What Actually Makes a Business Sustainable
Episode 348: Is the Canadian Dream Changing?
Episode 347: From Saving to Spending - The Retirement Mindset Shift
Episode 346: Estate Planning Beyond the Will - What Could Catch Your Family Off Guard
Episode 345: How Should You Pay Yourself as a Business Owner - Salary, Dividends, or Both?
Episode 344: Tax Canada Season - What Every Canadian Should Know Before Filing
Episode 343: Stop Comparing Yourself - Here’s How It’s Hurting Your Finances
Episode 342: AI and Canadian Jobs - Will Automation Replace Your Work?
Episode 341: When the Rules Change - Mark Carney’s Davos Speech and Canada’s Opportunity
Episode 340: Retiring as a Couple vs. Single, What’s the Real Difference?
Episode 339: Invest or Pay Off Your Mortgage - What’s Smarter?
Episode 338: Oil, Power, and Politics, Breaking Down the Venezuela Crisis
Episode 337: Top 5 Financial Moves Every Profitable Canadian Corporation Should Make
Episode 336: 5 Money Mistakes Retirees Make When They Don’t Have a Will
Episode 335: Retire Ready - Top Questions Canadian Retirees Ask
Episode 334: Before You Invest, Ask Yourself These Questions
Episode 333: Retiring Smarter - What’s New for Canadian Seniors in 2025
Episode 332: Trading Beyond Borders - What Tariffs Mean for Smart Investors
Episode 331: The Advisor-for-Life Myth - It Takes a Team to Build Lifelong Wealth
Episode 330: The ChatGPT Illusion - Why AI Confidence Can Be Dangerous
Episode 329: Are we Too Dependent - The Secret Evolution of Smartphone Tech
Episode 328: They Don’t Make ’Em Like They Used To
Episode 327: Retirement Planning - The Real Story
Ep.326 The Biggest Concerns For Soon-To-Be Retirees.
Episode 325: AI - Good or Evil?
Episode 324: Smarter Ways to Give Back
Episode 323: Avoiding Chaos: Protecting Your Legacy Before Its Too Late
Episode 322: Lies They Told Us
Episode 321: Renting vs. Buying: The Money Mistakes Canadians Can’t Afford to Make
Episode 320: Legacy in the Living Years
Episode 319: The Truth Behind Credit Cards: Part 2
Episode 318: The Truth Behind Credit Cards
Episode 317: Too Many Hands in the Pot: The Hidden Cost of Middlemen
Episode 316: Real Talk about Real Estate
Episode 315: How Wars Impact Global Economies
Episode 314: Why You Should Always Keep the End Goal in Mind
Episode 313: The AI Shift: How Artificial Intelligence is Reshaping Our World
Episode 312: How Much Money Should You Have Invested In the Canadian Stock Market
Episode 311: Why Insurance is Evil
Episode 310: The Coming Recession
Episode 309: Spending Lessons in Retirement
Episode 308: What Canada’s New PM Means for Your Money
Episode 307: Things to Think about Before doing Something Yourself
Episode 306: Portfolios Perform Better When the Client Shows Up
Episode 305: Fee-Based vs. Fee-for-Service: Choosing the Right Financial Advisor
Episode 304: The Tariff Talk - How Global Trade Shifts Impact Your Wallet
Episode 303: The Point of Money is to Spend it
Episode 302: Why You Should Stop Buying Individual Stocks
Episode 301: Mistakes You're Likely to Make When Filing Your Tax Return
Episode 300: Are Canadian Banks Truly Serving You?
Episode 299: Why Canada's Stock Market is Shrinking: Insights & Challenges
Episode 298: 20 Common Investment Pitfalls You Might Be Facing (Part 2)
Episode 297: 20 Common Investment Pitfalls You Might Be Facing (Part 1)
Episode 296: A Deep Dive into Trump's Tactics
Episode 295: Bitcoin Boom or Bust: Is It Time to Invest?
Episode 294: Is It Time to Replace Your Financial Advisor?
Episode 293: Retirement Realities: Insights from Fidelity's Latest Report
Episode 292: Why Optimism is Key: Navigating Market Downturns and Global Changes
Episode 291: The Rise of the Magnificent Seven: Are They Becoming Too Big?
Episode 290: Celebrating 20 Years with Dimensional Fund Advisors: A Game-Changing Partnership
Episode 289: Unveiling the Secrets of Private Wealth Management
Episode 288: A New Beginning: Why We're Moving to a New Office
Episode 287: Renovation Realities: Uncovering Hidden Costs and Delays
Episode 286: The Hidden Strength of Family-Owned Businesses
Episode 285: Is the U.S. Market Truly Overvalued?
Episode 284: Exploring the Resilience of Global Capitalism
Episode 283: Demystifying Investment Premiums
Episode 282: Don't Worry, Things Are Actually Improving
Episode 281: 8 Ways To Avoid Financial Fraud
Episode 280: New Mortgage Rules For First-Time Homebuyers In Canada
Episode 279: The Magic Bullets of Smart Investing
Episode 278: The Retirement Checklist - 20 Questions to Consider
Episode 277: The End of Finance's Four Pillars
Episode 276: Navigating Portfolio Adjustments and Market Expectations
Episode 275: The Essential Guide to Trip and Cancellation Insurance
Episode 274: Why People Avoid Financial Advisors
Episode 273: Does Value Still Matter in Investing?
Episode 272: The Election's Impact on Your Investments
Episode 271: The Truth About Bear Markets and What To Do About It
Episode 270: The Rise of DIY Investing Among Young Canadians
Episode 269: How Much of Your Portfolio Should Be in Canadian Stocks?
Episode 268: The Unyielding Power of the U.S. Dollar and Stock Market
Episode 267: Avoiding the Top 3 Investment Pitfalls
Episode 266: The Perils and Promises of Private Equity
Episode 265: The Ripple Effect of Interest Rate Cuts
Episode 264: Top 10 Investment Mistakes
Episode 263: Overcoming Resistance - Key to Successful Financial Planning
Episode 262: Unveiling the S&P 500: A Deep Dive into Its Relation with the US Economy
Episode 261: Do the Wealthy Pay Their Fair Share in Taxes?
Episode 260: The Future Of Real Estate
Episode 259: How To Beat The Stock Market
Episode 258: Why Investors Struggle with Investment Losses
Episode 257: Financial Planning For Summer Expenses
Episode 256: Capital Gains Inclusion Rate Changes In Canada
Episode 255: Top 10 Mistakes in Retirement