Financial Tips

Creating a Financial Roadmap for 2021

With the new year only two months away, I think it’s safe to say we’re over the physical, emotional, and financial rollercoaster of this past year and it’s never too early to start looking ahead to what’s next. Right now is the perfect time to re-evaluate your financial situation. After all, there’s nothing like a…

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The Tailwind Effect

Thanks for reading The Tailwind Effect! This is the number one most profitable habit you could ever learn and do in your lifetime and is one of the oldest tricks in the book. If you are working as a professional or are a fellow entrepreneur making a good living, chances are you’ve done your research…

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Getting Started With Infinite Banking

  Thanks for reading Getting Started With Infinite Banking! We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial foundation.…

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A Beginners Guide To Purchasing Your First Home

  Owning a home is a dream that many share.  It provides a sense of security, pride of ownership, and potential for appreciation.  Over the years, Canadian real estate has proven to be a relatively safe investment, with tremendous long term gains.  Below is a comprehensive beginner’s guide to purchasing your first home.   You’ve…

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How To Make Life Insurance Work For You

  Life insurance is not an investment. It is an alternative asset class.   Life insurance has been around for a very long time and not only has an amazing history, but also an amazing track record. In fact, no Canadian has ever lost a dollar due to a failed insurance company.   Since the…

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4 Ways To Make Your Finances Significant

  “It’s not about how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki   With that in mind, here are some tips on how to make your finances significant.   1. Take care of your money…

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What Should I Do With My Money?

  “Advice is something you ask for when you secretly already know the answer.” – Mike Rowe   What should I do with my money? It’s something we’d all like an answer to and as financial advisor, I hear this all the time. The truth is, however, there’s no one size fits all solution to…

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The 5 Human Problems Getting In The Way

  At The Wise Banker we believe that if you’re looking to get your financial game on point, it’s not about what you do but rather how you do it.   We believe in the idea that says, “I never want to feel limited because of money.” In the idea that also says, “I want…

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READ MORE FINANCIAL TIPS YOU CAN IMPLEMENT TODAY

Creating a Financial Roadmap for 2021

With the new year only two months away, I think it’s safe to say we’re over the physical, emotional, and financial rollercoaster of this past year and it’s never too early to start looking ahead to what’s next. Right now is the perfect time to re-evaluate your financial situation. After all, there’s nothing like a…

The Tailwind Effect

Thanks for reading The Tailwind Effect! This is the number one most profitable habit you could ever learn and do in your lifetime and is one of the oldest tricks in the book. If you are working as a professional or are a fellow entrepreneur making a good living, chances are you’ve done your research…

Getting Started With Infinite Banking

  Thanks for reading Getting Started With Infinite Banking! We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial foundation.…

Creating a Financial Roadmap for 2021

With the new year only two months away, I think it’s safe to say we’re over the physical, emotional, and financial rollercoaster of this past year and it’s never too early to start looking ahead to what’s next. Right now is the perfect time to re-evaluate your financial situation. After all, there’s nothing like a…

The Tailwind Effect

Thanks for reading The Tailwind Effect! This is the number one most profitable habit you could ever learn and do in your lifetime and is one of the oldest tricks in the book. If you are working as a professional or are a fellow entrepreneur making a good living, chances are you’ve done your research…

Getting Started With Infinite Banking

  Thanks for reading Getting Started With Infinite Banking! We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial foundation.…

READ MORE ABOUT HOW TO HAVE GREATER FINANCIAL IMPACT

Today’s Generational Wealth Solution

If you were to invest in an older member of your family and he/she allowed you to do so to create the ultimate family legacy, what investment would be used? Life insurance. Life insurance is the perfect solution for family generational wealth creation. It is a contract the family CONTROLS. The cash value and the…

A Car Loan Nightmare

This couple could have saved nearly $34,000 in interest alone when making a $24,000 car purchase, by starting an IBC policy 4 years earlier.   Recently, I met a young couple with three little kids, two huge dogs, and a massive monthly mortgage payment. They both worked and were struggling to make ends meet. In…

So, You Want More Control Of Your Money?

Thanks for reading So, You Want More Control Of Your Money? We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial…

Today’s Generational Wealth Solution

If you were to invest in an older member of your family and he/she allowed you to do so to create the ultimate family legacy, what investment would be used? Life insurance. Life insurance is the perfect solution for family generational wealth creation. It is a contract the family CONTROLS. The cash value and the…

A Car Loan Nightmare

This couple could have saved nearly $34,000 in interest alone when making a $24,000 car purchase, by starting an IBC policy 4 years earlier.   Recently, I met a young couple with three little kids, two huge dogs, and a massive monthly mortgage payment. They both worked and were struggling to make ends meet. In…

So, You Want More Control Of Your Money?

Thanks for reading So, You Want More Control Of Your Money? We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial…

READ MORE FROM A FINANCIAL ADVISOR'S PERSPECTIVE

These Are Interesting Times Indeed

NOTE: You have two choices. I have written this article to address some of the more frantic questions I have received in the last 6 weeks on matters of finance, the economy and the market and what to consider next. Choice 1 – Reading and understanding the entire article will take you about 30-45 minutes.…

Why Government Fights the Entrepreneur

Politics is boiled down to a bunch of people who want to make decisions about your life. Politicians leaning on the right typically want to determine what your personal life looks like. Politicians on the left typically want to determine what your financial life looks like. Governments who are left such as any NDP party…

At What Cost? Series: On Opportunity Costs

  Part 2 of a 2 Part Series Building wealth isn’t a set it and forget it kind of deal – it’s a decision that’s made every single day and it all starts with a good education. There are of course, many financial strategies that are out there for building wealth. However, as Roberta Kiyosaki…

These Are Interesting Times Indeed

NOTE: You have two choices. I have written this article to address some of the more frantic questions I have received in the last 6 weeks on matters of finance, the economy and the market and what to consider next. Choice 1 – Reading and understanding the entire article will take you about 30-45 minutes.…

Why Government Fights the Entrepreneur

Politics is boiled down to a bunch of people who want to make decisions about your life. Politicians leaning on the right typically want to determine what your personal life looks like. Politicians on the left typically want to determine what your financial life looks like. Governments who are left such as any NDP party…

At What Cost? Series: On Opportunity Costs

  Part 2 of a 2 Part Series Building wealth isn’t a set it and forget it kind of deal – it’s a decision that’s made every single day and it all starts with a good education. There are of course, many financial strategies that are out there for building wealth. However, as Roberta Kiyosaki…