TK Dale Wealth Podcast

These are the principals that I use to decide which debts to payoff first and keep a good credit score. It doesn't matter whether we are in Covid-19 times or not. Here's how I look at dealing with credit.

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How do you actually select investments? Well there are a couple of ways to arrive at the conclusion as to whether it should be bought... or shorted.

Two of them are Top Down and Bottom Up investing.

Top Down investing is the process of looking at a rising tide raises all ships.

Bottom Up investing is the process of looking at the individual company first and then looking at how it fits in with the economy.

In this episode I go over the data that I look for as well as where you can find this information on the internet.

Please like, subscribe and share. Remember you can always find more of what I do at tkdale.com

In the previous episode I talked about what the first thing I would do right now.

That's separating my stock and bond exposure.

The next thing I want to focus on is the assets themselves. The stocks and bonds. In this episode I give out some of the ETF's that I'm using and why I'm in those investments.

Listen on Apple Podcasts, Google Play, Spotify and Stitcher.

This is also available on YouTube.

tkdale.com/podcast

If I'm going to bet on anyone, it's going to be me. I have the most control over my own outcomes.

I can take a course, upgrade my skills, learn about marketing, sales, systems, family, relationships, fitness, nutrition.

Learn anything but the point is to keep learning and growing always. Use these small stepping stones as points of success to build more success on.

Covid-19 aka Coronavirus has come and left a major impact on the world. The human and economic impact has been substantial.

In this podcast and video I'm going to discuss what is the first thing I would do with my portfolio and how to make changes.

In the next episode I will talk about where to invest and where I see the most opportunity: Pitfalls and Possibilities

Listen on Apple Podcasts, Google Play, Spotify and Stitcher.
Also available on YouTube.
tkdale.com/podcast

Have you considered changing HOW you live? The bigger house, the maintenance, the stress? Have you considered selling your luxury home and buying a luxury condo?

With the proximity to the lifestyle you love and none of the maintenance it can be a beautiful move for many. 

I know people that have moved from having the house with the pool in Mississauga to a condo with a pool downtown Toronto. They were spending all their free time in the city at shows and events anyways so why not move closer to the things that they love?

In this episode I talk about the lifestyle, financing and options for downsizing luxury homes.

In this episode I talk about the recent portfolio changes I made the week of February 24, 2020.

I provide context around the thought framework, the news/data that I was seeing, the conclusion I made and the changes made in my client's portfolios.

The article can be found in text at https://tkdale.com/2020/03/02/containment/

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Using debt to invest is often labelled as absolutely wrong for most people.
I'll have you consider that likely your largest investment was done using large amounts of leverage.
If you put $100,000 on a $700,000 house then you are 7 times leveraged.
The reason that you are likely okay with this is because you won't be selling until the debt (mortgage) is paid off... likely in retirement.
While I don't recommend borrowing to invest for many people I outline circumstances under which you may want to consider it.
I also outline a method that seems less risky but still uses debt to invest and then using the income to pay down your mortgage.
This podcast is 13 minutes long so be sure to subscribe on Google Play, Apple Podcast, Spotify and Stitcher.
Of course you can always find us at http://tkdale.com/podcast
Email us if you have questions at [email protected]