Artwork

Content provided by Kornel Szrejber and Kornel Szrejber: Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kornel Szrejber and Kornel Szrejber: Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

How to Optimize Your Investments and Taxes for 2025 (for Canadians)

1:22:45
 
Distribuie
 

Manage episode 458075518 series 2657140
Content provided by Kornel Szrejber and Kornel Szrejber: Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kornel Szrejber and Kornel Szrejber: Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

With the end of the year arriving and the new year starting shortly, there are certain deadlines that you should be aware of every year, from an investment and tax optimization perspective.

There are also some elements to keep top of mind as the new year begins. These happen every year, so even if you are listening to this episode years from now, it will still be relevant to you, as these are things to think about and reevaluate every year.

Think of this episode as a checklist that you can use every year to help ensure that you aren’t missing anything from an investment, tax, and government benefit optimization standpoint.

Enjoy the episode!

Links from the Episode:

My ETF Guide: What I invest in and why (free)

My "How to Invest for Canadians Course"

What DIY Passive Investing Style is Optimum for You? (video presentation)

RESP Guide (Registered Education Savings Plan)

Asset Allocation ETFs

ZEQT - BMO All-Equity ETF

ZGRO - BMO Growth ETF

ZBAL - BMO Balanced ETF

Active vs. Passive Investing: Interview with S&P Dow Jones Indices (S&P 500) & How to Choose the Right ETFs

How to do Nobert's Gambit Guide

  continue reading

130 episoade

Artwork
iconDistribuie
 
Manage episode 458075518 series 2657140
Content provided by Kornel Szrejber and Kornel Szrejber: Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kornel Szrejber and Kornel Szrejber: Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

With the end of the year arriving and the new year starting shortly, there are certain deadlines that you should be aware of every year, from an investment and tax optimization perspective.

There are also some elements to keep top of mind as the new year begins. These happen every year, so even if you are listening to this episode years from now, it will still be relevant to you, as these are things to think about and reevaluate every year.

Think of this episode as a checklist that you can use every year to help ensure that you aren’t missing anything from an investment, tax, and government benefit optimization standpoint.

Enjoy the episode!

Links from the Episode:

My ETF Guide: What I invest in and why (free)

My "How to Invest for Canadians Course"

What DIY Passive Investing Style is Optimum for You? (video presentation)

RESP Guide (Registered Education Savings Plan)

Asset Allocation ETFs

ZEQT - BMO All-Equity ETF

ZGRO - BMO Growth ETF

ZBAL - BMO Balanced ETF

Active vs. Passive Investing: Interview with S&P Dow Jones Indices (S&P 500) & How to Choose the Right ETFs

How to do Nobert's Gambit Guide

  continue reading

130 episoade

All episodes

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință

Listen to this show while you explore
Play