Your Money

As the guys continue thru the Omny Formula, Life Insurance is the main focus and just why it's so important in building your financial plan.

With Life Insurance being so crucial, you will want to listen to this episode right away!

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TAXES TAXES TAXES.

Peter and David talk all about taxes on this episode and why they're so important when building your financial plan. 

"It's not about what you make, it's about what you save" as Peter outlines in the show opening and trying to find those savings is essential.

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As the guys continue to work through the Omni Formula, Episode 8 is all about RRSP's. 

David and Peter go thru all the do's and don'ts around RRSP's and the big misconception about there being a "RRSP Season". That term makes Peter physically ill and he explains why in this informative episode.

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As the title suggests, this episode is all about TFSA's. What are they, why are they important and how does it relate to the conversation of this entire season and that is the Omni Formula.

Listen to David Pratt and Peter Cishecki break it all down and give you the do's and don'ts when it comes to TFSA's. It's a very informative episode that you don't want to miss!

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All season long, Peter has talked about the Omni Formula and the different steps and in this episode, the main focus is Portfolio Managers. To talk about this important step, Peter is joined by three unique voices to break down the role and why you need a portfolio manager.

Jeff Gruber from Dixon Mitchell, Janice Sowden of Connor, Clark and Lunn and Chris Ambridge of Provisus Wealth Management all take their turn in the hot seat. 

It's an informative episode you don't want to miss.

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As Season 3 moves on outlining the Omni Formula, Peter and Dave break down the need for portfolio managers and why you should use one when creating your financial plan.

Times have changed and the need for a portfolio manager is more important than ever. Listen to this episode and all previous Season 3 episodes to hear more about the Omni Formula.

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"Fees" can be a scary word to some, but with the Omny Formula and following along with some simple Do's and Don'ts, you'll no longer think of that word the same way.

On Season 3, Episode 4, Dave Pratt and Peter Cisecki break it all down and will debunk a lot of the myths and confusing language in the investment space.

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On episode 3, Peter takes over the host mic and is joined by Vy Tri Truong, mortgage broker with Everything Financial.

As the guys work thru the Omny Formula during Season 3 of the podcast, this episode is all about mortgages and securing the right one as a key part to your financial plan.

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On episode 2, Peter and Dave break down the necessary information you need for when you are constructing your financial plan.

A lot of people are intimidated by what is needed, but Peter shows you just how easy the process can be and breaks it down step by step.  

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Peter and Dave are back for Season 3 of 'Your Money' and in the season premiere, they talk about the top 10 Questions to ask when you're interviewing from a financial planner. Creating a financial plan is so important and the guys talk about the steps that are involved in finding the right person to fit your needs. If you have a topic or question you want the guys to cover in a future season 3 episode please email [email protected]  .

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