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Trump Won - What Now?
Here’s a summary of the key points from the transcript: 1. **Trump's Economic Focus**: Trump’s first term focused on protectionism,...
Shaun Humphries B. Admin, CFP
Nov 10, 2024
11 views


Retirement Investing Made Easy!
Here’s a summarized breakdown of the key points from the video *"Retirement Investing Made Ridiculously Easy"*: 1. **Retirement Portfolio...
Shaun Humphries B. Admin, CFP
Nov 10, 2024
9 views
Time Is Slipping Away Too Quickly
Dr. Riley Moynes wrote the book, Ten Lessons - How You To Can Squeeze All The “Juice” Out of Retirement. In this vlog, we discuss the...
Shaun Humphries B. Admin, CFP
Jul 18, 2023
13 views


Retirement - Toggle Switch or Gradual Transition?
This video discusses a key question that you need to wrestle with at least five years before you retire. Do you transition into...
Shaun Humphries B. Admin, CFP
Mar 8, 2022
25 views


How Much Return Do You Need Above The Risk-Free Rate?
Do you know how much return you require to achieve your retirement cashflow goals? Most people can't achieve their retirement goals if...
Shaun Humphries B. Admin, CFP
Feb 9, 2022
13 views


Benefits That Flow From A Retirement Income Plan - Benefit One
In this installment, we're going to talk about the benefits of a Retirement Income Plan. The developmenr and maintenance of an income...
Shaun Humphries B. Admin, CFP
Dec 4, 2021
21 views


Achieve Your Retirement Dreams!
We have put together a Retirement Planning Resource Bundle. Click the link below the image to get more information...
Shaun Humphries B. Admin, CFP
Dec 3, 2021
124 views


Are You Concerned That You Will Outlive Your Retirement Savings?
There are three main concerns that rise to the surface when people are asked about their retirement. Although, they may be excited about...
Shaun Humphries B. Admin, CFP
Apr 16, 2021
17 views

Why Your Portfolio Is Underperforming
There are a lot of people who are very frustrated with the performance of their investment portfolio. We hear stories from family,...
Shaun Humphries B. Admin, CFP
Nov 22, 2020
35 views

10 important components to address when constructing a successful retirement plan
Retirement is one of the most significant life transitions and so you want to make sure you do it well!
Shaun Humphries B. Admin, CFP
Jun 22, 2020
79 views


5 Strategies To Implement As The Retirement Landscape Continues To Change.
The retirement landscape is changing and it's important to implement strategies that keep you on track to reaching your retirement goals!
Shaun Humphries B. Admin, CFP
Jun 8, 2020
85 views


4 key areas of your life that are most impacted after retirement.
Retirement is a huge transition. These 4 areas of your life will be the most impacted after retirement. It's important to plan effectively!
Shaun Humphries B. Admin, CFP
May 26, 2020
351 views


Asset Class Returns vs Investor Returns - Who Wins?
Asset Class Returns Compared To Investor Returns History has shown that the psychology of investing is a huge driver of investment...
Shaun Humphries B. Admin, CFP
May 4, 2020
143 views


Headlines Are Consistently Wrong
Most headline financial stories are interesting but provide little to no actionable information.
Shaun Humphries B. Admin, CFP
Apr 21, 2020
32 views


TFSA: Why we shouldn't call them tax-free SAVINGS accounts!
The power of TFSA's lies in the ability to compound growth on a tax free basis and withdrawing the money without triggering any tax.
Shaun Humphries B. Admin, CFP
Apr 15, 2020
93 views

5 Strategies for dealing with a difficult market
A Bear market can worry and panic investors to the point where they may make short sighted decisions that can affect them long-term.
Shaun Humphries B. Admin, CFP
Apr 1, 2020
51 views


Coronavirus and the Markets: What Should You Do?
The recent market volatility has put many people on edge but now is not the time to make rash decisions. Talk to your advisor
Shaun Humphries B. Admin, CFP
Mar 2, 2020
69 views

Role Reversal: An “Aging Well” Guide for those Caring for Elderly Parents
The day may come when you'll be parenting your parents. Having a useful printable guide can help start the conversations.
Shaun Humphries B. Admin, CFP
Feb 26, 2020
44 views
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