The Tortoise and the Hare Financial Podcast

10/07/2024

Curious about Behavioral Cash Flow Planning? 😱 In our newest episode, explore the innovation that's setting a new standard in finance with Stephanie Holmes-Winton, CEO of CacheFlo Inc. Don’t miss out on game-changing insights! 💰💡 Watch Now https://youtu.be/YYIgKlf5tbc?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

10/07/2024

It’s important to be aware of the common myths around will planning. This infographics covers the myths and facts so that you can make an informed decision.
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09/07/2024

Welcome to our latest video where we dive deep into the world of Individual Pension Plans (IPPs). If you're a business owner or professional looking to secure a stable and prosperous retirement, this video is for you!

In this video, you will learn:

What is an Individual Pension Plan (IPP)?
Key benefits of an IPP over an RRSP
How IPPs provide higher contributions and tax savings
The importance of predictable pension income
Advantages like creditor protection and tax-free transfers
How to determine if an IPP is right for you and your business
IPPs offer numerous benefits for incorporated business owners and professionals earning T4 income. Whether you're starting late in your retirement planning or looking to enhance your existing strategy, an IPP could be the perfect solution.

📈 Ready to secure your future? Watch now and discover how an IPP can help you build a better retirement plan!

🔔 Don't forget to like, comment, and subscribe for more insights on financial planning and wealth management.

📧 For personalized advice, contact Denis Bisson at [email protected].

Read the blog post: https://tvhwealth.ca/tvh-wealth-blog/f/ipp-vs-rrsp-why-business-owners-should-consider-an-ipp?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

09/07/2024

Behind every financial success is a well-defined process. Explore the essential phases of creating a financial plan.
https://www.heyadvisor.ca/content/0kmeux-ix9tnj?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

09/07/2024

📽️ Sneak Peek Alert! 📽️

Curious about reverse mortgages? Get a taste of our latest YouTube episode with this short clip featuring Jon Sowerby from Verico TvH Mortgages! 🏠🌟

Dive into the highlights and get ready to be enlightened. It's financial wisdom in a nutshell! 🌰💡

👉 Watch the full video for a comprehensive guide: https://youtu.be/nXoWdHmdCz0?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Like, share, and comment to join the discussion! Your insights matter. 💬

08/07/2024

Welcome to our latest video where we dive into the world of Individual Pension Plans (IPPs). If you're a business owner or professional looking to secure a stable and prosperous retirement, this video is for you!

In this video, you will learn:

What is an Individual Pension Plan (IPP)?
Key benefits of an IPP over an RRSP
How IPPs provide higher contributions and tax savings
The importance of predictable pension income
Advantages like creditor protection and tax-free transfers
How to determine if an IPP is right for you and your business
IPPs offer numerous benefits for incorporated business owners and professionals earning T4 income. Whether you're starting late in your retirement planning or looking to enhance your existing strategy, an IPP could be the perfect solution.

📈 Ready to secure your future? Watch now and discover how an IPP can help you build a better retirement plan!

🔔 Don't forget to like, comment, and subscribe for more insights on financial planning and wealth management.

📧 For personalized advice, contact Denis Bisson at [email protected].

Watch the short video: https://youtu.be/4pYgV_iqi_E?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Welcome to our latest video where we dive into the world of Individual Pension Plans (IPPs). If you're a business owner or professional looking to secure a s...

08/07/2024

Mortgages are a key part of homeownership. Learn more about how they work.

Mortgages

08/07/2024

Unlock Your Future with an Individual Pension Plan (IPP)!

Are you a business owner or professional looking to secure a robust retirement plan? Discover the power of an IPP! 🎯

✅ Higher contributions & tax savings
✅ Predictable pension income
✅ Creditor protection
✅ Tax-free transfer to next generation

Learn how an IPP can be the game-changer you need for a secure and prosperous retirement. Don’t miss out!

👉 Read more in Denis Bisson's latest blog post: https://tvhwealth.ca/tvh-wealth-blog/f/ipp-vs-rrsp-why-business-owners-should-consider-an-ipp?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com



Feel free to contact Denis at [email protected] for more information. 💬📧

What is an IPP (Individual Pension Plan)? Is it right for you and your business?

08/07/2024

Ready to transform your financial future? Your journey starts with one click! ⏩ Watch the episode! https://youtu.be/YYIgKlf5tbc?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

07/07/2024

Purchasing life insurance when you are young can have many benefits. Check out this infographic to learn more.

https://tvh-financial.dubb.com/v/uffkXY?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

07/07/2024

📖 New Blog Post Alert!

We've just published a new blog post exploring the recent decline in the value of financial advice. Dive into the findings from Russell Investments Canada Ltd. and discover what this means for investors. Learn how financial advisors still add significant value through holistic planning, behavioral coaching, and more.

Read the full blog post now and stay informed about the evolving role of financial advisors!

🔗 Read the Blog Post: https://tvhfinancial.ca/blog-posts/f/how-to-maximize-investment-returns?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

07/07/2024

🌟 Discover Hidden Wealth in Your Cash Flow! 🌟

🔍 Presented by TvH CacheFlo Solutions 🔍

👀 Are you puzzled about where your hard-earned money vanishes each month? You're not alone! While many have access to investment and insurance advice, practical guidance on debt and cash flow management often remains elusive.

💼 Whether you're a well-off Canadian, a business owner, or just someone aiming to make the most of your income, understanding and managing your cash flow and debts is crucial.

💡 Here's a fact: Many individuals, just like you, uncover HUNDREDS or even THOUSANDS of dollars monthly through effective cash flow planning. This newfound wealth can be redirected to what truly matters to you.

🚀 Don't let your income slip through the cracks. Unlock the potential of your finances with TvH CacheFlo Solutions and experience a transformation in your financial journey!

👉 Stay tuned for more insights and start mastering your money today!

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Do you feel like you make a good living, but you're not sure where all of your money goes? A lot of people can easily access advice about their investments or insurance, but it’s less common to receive practical debt and cash flow management advice. Most working Canadians, including higher income ...

06/07/2024

In this episode, Jim and Ryan discuss the recent decline in the value of financial advice, as documented by Russell Investments Canada Ltd. Explore the factors contributing to this trend and what it means for investors. Learn how financial advisors can still provide significant value despite these changes and why their guidance remains crucial for achieving financial success. Tune in for an in-depth analysis and valuable insights.

https://youtu.be/XauGWxVtIJw?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

06/07/2024

Meet Jim & Ryan, your guides to financial freedom! 🌟 In this episode, we’re unraveling a financial innovation you NEED to know! Watch the full episode https://youtu.be/YYIgKlf5tbc?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

06/07/2024

If you’re feeling stressed, overwhelmed, or frustrated by your money situation, this episode of our podcast is for you. We’ll help you develop a money mindset that will empower you to make better financial decisions. You’ll learn how to avoid the pitfalls of budgeting, how to spend smartly, how to reduce debt, and how to find money for your goals. This episode will change the way you think and feel about money. Don’t miss it! https://youtu.be/LRTHQ8HjQe0?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

05/07/2024

In this episode, Jim and Ryan delve into the holistic approach to financial planning and its benefits. Discover how financial advisors provide comprehensive services that cover everything from investment management to retirement, tax, and estate planning. Learn why a holistic approach ensures that all aspects of your financial life are aligned with your goals and how it leads to better financial outcomes. Don’t miss this insightful discussion!

https://youtu.be/XauGWxVtIJw?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

05/07/2024

🌟🛍️ Ready to conquer holiday spending? Join us on the latest episode of Money Mindset Mastery! We're breaking down Suzanne Yar Khan's insightful blog on managing your finances during the festive season. Learn to celebrate without the stress of overspending! Perfect for anyone looking to enjoy the holidays without breaking the bank. Tune in now! 🎉💰

In this episode, Jim and Ryan share five smart spending tips to help manage holiday spending effectively. They discuss the cost of the holidays and the impor...

05/07/2024

04/07/2024

In this episode, Jim and Ryan explore the significant impact of behavioral coaching on financial decision-making. Learn how advisors add value by keeping clients from making emotionally-driven investment choices and helping them stay focused on long-term goals. Discover real-life examples of how behavioral coaching can enhance financial outcomes and ensure steady growth. Tune in for essential insights on the power of staying rational in the financial world.

https://youtu.be/XauGWxVtIJw?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

04/07/2024

🌟📖 New Blog Post Alert! 📖🌟

Are you ready to revolutionize your approach to money management? Dive into our latest blog post where we unveil the game-changing secrets of Behavioral Cash Flow Planning, featured in our recent Money Mindset Mastery Podcast episode! 🎧💰

🔍 Discover the "10 Signs You Need a Behavioral Cash Flow Plan" and learn how this innovative approach can transform your financial life. Say goodbye to the stress of traditional budgeting and hello to a strategy that empowers you to take control of your finances with confidence! 🚀✨

Whether you're planning for retirement, managing debts, or just seeking a more sustainable financial future, this blog post is your ultimate guide to mastering your money mindset. 💼📈

👉 Read the full blog post here: [Insert Link to Blog Post]

Don't forget to tune into the Money Mindset Mastery Podcast for more insightful discussions and expert advice on navigating the world of personal finance. 💬🎙️

In a world where financial stability often feels like an intricate puzzle, the Money Mindset Mastery Podcast stands as a beacon of clarity and empowerment. In our latest episode, hosts Jim and Ryan, a

03/07/2024

In this episode, Jim and Ryan discuss the critical role communication plays in financial planning and advisor-client relationships. Discover how effective communication ensures that investments align with goals, facilitates tax and estate planning, and enhances overall financial well-being. Learn valuable tips on how to communicate better with your financial advisor and why it's essential for your financial success. Don't miss out on these insights!

https://youtu.be/XauGWxVtIJw?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

03/07/2024

✨ Your golden years deserve a golden plan!
Complete TvH CacheFlo’s Retirement Readiness Quiz for FREE and uncover the steps to a financially secure retirement. Dive in 👉 https://cacheflo.typeform.com/RRQ19d4dcfc?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

03/07/2024

🎥 New YouTube Episode Out Now! 📺

Jim and Ryan reveal the true value of financial advisors in the latest episode of Money, Mindset, and Mastery! Learn how advisors can add 3.52% in value through expert wealth management services like behavioral coaching, family wealth planning, tax-smart strategies, and more.

Don't miss out on this insightful discussion that highlights why having a trusted advisor is crucial for your financial success.

👉 https://youtu.be/XauGWxVtIJw?si=CKruMVggRp9ZYsjO&utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

In this episode of the Money Mindset Mastery podcast, the hosts discuss the value of financial advice and the benefits it brings to investors. They highlight...

02/07/2024

In this episode, Jim and Ryan uncover the incredible value financial advisors bring to their clients, based on the latest study by Russell Investments Canada Ltd. Discover how advisors add 3.52% in value through comprehensive wealth management, behavioral coaching, family wealth planning, tax-smart strategies, and more. Learn why having a trusted advisor is essential for your financial well-being. Tune in to get valuable insights and tips!

https://youtu.be/XauGWxVtIJw?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

02/07/2024

📢 New Episode Alert! 🎧

Join Jim and Ryan on the latest episode of the Money, Mindset, and Mastery podcast as they dive into the true value financial advisors bring to their clients. Discover how advisors add 3.52% in value through comprehensive wealth management, behavioral coaching, customized family wealth planning, tax-smart planning, and active rebalancing and asset allocation.

Learn why having a trusted advisor is essential for your financial well-being. Don't miss out!

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In this episode of the Money Mindset Mastery podcast, the hosts discuss the value of financial advice and the benefits it brings to investors. They highlight the importance of working with a professional advisor who can provide personalized portfolio construction, diversification, and emotional coac...

02/07/2024

Maximize retirement savings and enjoy tax benefits with Spousal RRSPs! Watch our latest video to discover what they offer and how they differ from RRSPs.
https://www.heyadvisor.ca/content/0kmeux-glkqx8?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com