Just Some Musings

Justin and Markus dove into the heart of retirement planning and addressed three of the most frequent and pressing questions clients bring up. Get the summary notes and relevant links at www.muhs.ca/jsm306

Markus and Justin reflect on recent travels, turbulent markets, and timeless investing principles including what it actually means to be invested in businesses, as opposed trading stock symbols.

Find the summary and other links at www.muhs.ca/jsm305

Justin and Markus tackle the proposed Canada First TFSA Top Up, along with a few other personal finance related election promises from both parties.Unfortunately, this was recorded just days before the "Canada Reinvestment Tax Cut" was proposed, which would have fit into this conversation nicely.

Accompanying blog summary and discussed links can be found at www.muhs.ca/jsm304

Estate planning isn’t the most cheerful topic, but it’s one of the most critical aspects of financial planning. In this episode of Just Some Musings, Markus and Justin dive into the realities of what happens when you die—and why having a will is essential, no matter your age or financial status.

Justin & Markus discuss investing in an era of unpredictable tariffs, trade wars and generally a lot of geopolitical noise.

Notes and links can be found at www.muhs.ca/jsm302

In the last of this series, Justin and Markus discuss some areas topical to most retirees in their 70s and older. The accompanying blog post can be found at www.muhs.ca/fp70

In the season 2 finale Markus and Justin discuss some year end tax planning basics, rebalancing, and some other recent developments in the markets. Accompanying blog post at www.muhs.ca/jsm223

Markus and Justin discuss some of the top things we talk about with our clients in their 60s, including how RRIFs work, when to start CPP and OAS, and the importance of reducing your volatility in retirement. Find the accompanying blog post at www.muhs.ca/fp60

If you missed Financial Advice for Someone in Their 50s, that's because it was done as a special YouTube collaboration. Find it at www.muhs.ca/fp50

We continue with "Financial Advice Through the Ages" with a look at some of the top things that come to mind when discussing financial planning with our clients in their 40s. The accompanying blog post can be found at www.muhs.ca/fp40

Justin & Markus review the 2024 U.S. Presidential election and potential ramifications for the markets.