Just Some Musings

Markus & Justin discuss four New Year's resolutions that everyone can make for a more financially rewarding 2024.

In another encore broadcast of one our most listened to episodes of the past year, Justin and Markus discuss the Market Linked GICs that banks often push at this time of year, and touch on a few other risk-mitigating investment strategies. The second half of the episode they discuss subscription-based businesses, both from the perspective of consumer benefit/detriment and business benefit.

Another encore episode where Justin & Markus devoted an entire episode to discussing education savings planning, and primarily the ins and outs of RESPs. Find out more about RESPs, and links to various government websites about them, at www.muhs.ca/resp.

This is an encore of our most listened to episode of the past year, where we were joined by Jeff Haggerty, CFP®, CLU, Wealth & Estate Planner in our Edmonton branch. The conversation hits on a number of things we often talk to clients about when it comes to starting to plan for the inevitable. As always, per our disclosure, none of what we discuss constitutes advice in and of itself, and we are definitely not will and estate lawyers. This discussion is meant to get you thinking about some things, avoid some common mistakes, and maybe then meet with a qualified legal professional for further advice.

Markus and Justin lament the lengthy duration of the current market malaise; how as it drags on it can have a more detrimental impact on investor emotions than the quick crashes in the recent past. They conclude the podcast discussing the ramifications of making a pre-retirement RRSP withdrawal.

Markus & Justin discuss year end tax planning, with some basics that every Canadian tax payer should keep top of mind as we near the end of the calendar year.

Markus & Justin describe more scams and schemes they've encountered, how to steer you clear, and just how difficult it's getting now in the age of Artificial Intelligence.

This is another solo episode where Markus discusses is blog post of the same name, going over scams and schemes which might target everyone, but people in their 50s in particular often get wound up in. Find the original post at www.muhs.ca/fp50

Justin and Markus discuss some of the ins and outs of the newly available FHSA. Find notes and more info at www.muhs.ca/fhsa

Justin & Markus answer 4 pressing investment and personal finance questions that Justin has come up in various client meetings in the past while.