TK Dale Wealth Podcast

I've had clients come to me after a period of investing on their own, ready to make a change.  Some are happy to pass over the role of portfolio manager to me, while others are still interested in managing parts of their investments.

In this podcast, I talk about how to manage a co-advising relationship.  Co-advising gives you the freedom to live your life, without worrying about the performance of your portfolio every day, while still controlling a small portion of your assets.  I explore what these relationships look like and the freedom it gives investors in the smaller assets they continue to invest on their own.

Listen to this podcast and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.

To learn more go to tkdale.com

As parents, we want what's best for our kids: we hope they'll grow up to be responsible, happy, and successful adults.  For that to happen, kids need to have good financial skills, or at least a strong basis - and that's where we, as parents, come in.

A study by Cambridge University found that kids' spending habits are being formed by age 7, so there is no better time than the present to teach your kids financial literacy.  In this podcast, my summer intern Sabrina presents 3 essential financial skills that will set kids up for success and how to teach them.

What is going on? The markets are ripping higher, the population is closing back down.

What do the economics say? In this podcast I outline the positive and negative data and tell you my thoughts on the market going forward.

As a bonus I talk about how today's valuations can actually be warranted and the factors that play into those.

We've all heard of the power of decluttering our spaces, but what about decluttering our financial statements and purchases?  Financial minimalism means only spending on what truly brings you value to give you greater freedom in the future by saving.

In this episode, my summer amazing intern Sabrina explains how financial minimalism works and how small changes can improve your financial future.

You can pre-order an electronic copy of my new book "The Family CFO's Guide To Wealth Building" at TheFamilyCFO.ca

Trevor talks about some of the considerations for buying a cottage. What do you need to know in the buying stage with respect to permits and certificates?
What's unique about getting a mortgage for the property?
Tune in to find out more.

A CHIP Reverse mortgage is not for everyone. It is a perfect tool for some people though and most advisors should be aware of it so that should the situation arise.

This is a very special episode with my summer student recording her first podcast!

She did a great job in explaining how a CHIP reverse mortgage can be useful.

Enjoy!

The FIRE movement seems a little extreme to me however what can I learn from it and can I implement some of those things in my life?

I'm a married Canadian executive and I like to maintain a certain lifestyle. I'm not willing to sell my home and move my wife and two kids into a Tiny Home.

In this episode I talk about my takeaways and things I can implement.

Find out more at tkdale.com and socials are @tkdalewealth

I hope this podcast finds you in good health. In this month's newsletter I discuss:

• The social unrest in the US
• How it affects the market
• How it affects the US elections
• How the US elections affect the markets
• Sector rotation occurring & the recent trade

Towards the end of the month I sold the Canadian utility ETF and bought an undervalued sector. Find out what I bought and why in this month's newsletter.

Read the full article here:  https://tkdale.com/articles

I hate budgeting. Well I hate the continual maintenance that comes with budgeting.
The success I have with it is great but sometimes we all fall off the wagon.
Know that you can jump back on at any time and there is no shame in that.
In this episode I give you one thing to do and how to turn it into making a better financial profile.

Today I spotlight an ETF that gives US exposure but hedges out the currency risk. It has a low MER of 0.09% and is a Canadian legal entity.

This is not intended as advice or a solicitation of the investment. You should seek the help of a licensed professional prior to investing.