Blog

Cutting Through the Noise


July 29, 2025

By Vanessa Fiorido

An important update (that’s not about your retirement plan)

Scott’s off to his next chapter. Vanessa’s taking the mic – ready to keep things thoughtful, clear, and occasionally offbeat.

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July 24, 2025

By David Toyne

Downsizing in retirement? Avoid these common mistakes

Thinking of downsizing – or helping a loved one through a major life transition? In this Coffee Break episode, we sit down with Adam Gordon of Gordon’s Downsizing to explore what really goes into decluttering and letting go.

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July 10, 2025

By David Toyne

CPP Survivor Benefit: What You Need to Know

If you delay your CPP and pass away before collecting, what happens to your benefits? Here's what your spouse needs to know.

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June 27, 2025

By David Toyne

Making the shift from saving to spending in retirement

Learn how to confidently transition from saving to spending in retirement with insights from Certified Financial Planner Steve Bridge.

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June 12, 2025

By David Toyne

Retirement income planning: when and how to withdraw from your registered accounts

Steve Bridge from Money Coaches Canada joins us in our latest Coffee Break to explore the most effective strategies for withdrawing funds from your retirement and investment accounts.

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June 5, 2025

By David Toyne

The big pension question: Should you commute your defined benefit plan?

Thinking about commuting your pension? In this Coffee Break, Certified Financial Planner Ashley Gordon joins us to break down what you need to know about this major financial decision.

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May 15, 2025

By David Toyne

How much do you need to invest to reach your goals? Try this simple calculator

Find out how much you need to invest to reach your financial goals with this simple calculator.

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March 20, 2025

By David Toyne

The stress-free way to withdraw retirement income

We break down the biggest challenges to generating retirement income from your portfolio—such as market downturns, inflation, and tax efficiency—and explain how the Steadyhand Retirement Withdrawal Program can assist.

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January 20, 2025

By Scott Ronalds

The big charts to watch in 2025

Stock returns come from three sources: dividends, earnings growth, and changes in valuation. A look at the drivers of the U.S. market's return over the past year, and past 10 years, is telling.

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January 15, 2025

By Scott Ronalds

The benefits of diversification — 2024

A colourful look at the benefits of diversification.

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December 16, 2024

By Tom Bradley

Before you read a year-end forecast

In the next few weeks, your newsfeed will be filled with predictions about 2025. Emerging trends. Stock market targets. Impact of government changes. Before you take the time to read any of them, I implore you to look at these two pieces.

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November 21, 2024

By Scott Ronalds

The eye-opening difference of using your TFSA for investing vs. saving

Some fascinating numbers on TFSAs. And why they should be called Tax-Free Investing Accounts instead.

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November 14, 2024

By Scott Ronalds

DIY investing? How to ensure your family isn’t left holding the bag

If you’re a do-it-yourself investor and you’re getting up in years, succession planning may be on your mind. Here are some strategies to consider.

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October 15, 2024

By David Toyne

Do U.S. elections impact your investment returns?

With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.

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October 10, 2024

By Scott Ronalds

Bonds on the rise: Understanding the recent surge

It might surprise you to hear that bonds are up 13% over the past year (ending September 30). Even better, our Income Fund is up nearly 15%. To understand this welcome turnaround, a little recent history is helpful.

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October 1, 2024

By Scott Ronalds

How long will my money last?

It’s a question we get often, ‘How long will my money last in retirement?’ Check out our simple calculator — aptly named Will the Money Last? — to estimate the longevity of your portfolio.

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August 29, 2024

By Tom Bradley

Surefire ways to lose money in the markets

Money manager and writer Ben Carlson highlights 15 surefire ways to make poor investment decisions.

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August 19, 2024

By Salman Ahmed

Preet Banerjee's top 5 tips for building wealth

Renowned personal finance expert Preet Banerjee joins us in this Coffee Break to share his advice on how to set yourself up for long-term financial success.

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August 6, 2024

By Scott Ronalds

CPP Timing Tips

We speak with independent financial planner Jason Evans about some of the intricacies of the Canada Pension Plan, including the best time to start taking benefits.

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July 25, 2024

By Scott Ronalds

Moves like Jagger: A few thoughts on retirement investing

It's hard to believe that Mick Jagger and Keith Richards are octogenarians. They blew the roof off BC Place earlier this month, proving that age is just a number — and the old thinking on retirement is, well, old. Same goes for investing during this phase of life.

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July 22, 2024

By Salman Ahmed

2024 Mid-Year Review

The first six months of the year was a strong period for stocks. That said, returns continue to be driven by a narrow group of equities, the 'Magnificent 7'. We provide additional context on the current environment and offer advice for investors in our mid-year review video.

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July 8, 2024

By Scott Ronalds

Saving for a home: Comparing the RRSP, TFSA, and FHSA

If you're saving for a first home, you might be wondering which account type makes the most sense. We take you through the various benefits and drawbacks of the RRSP, TFSA, and FHSA.

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June 24, 2024

By Scott Ronalds

Wondering what your CPP and OAS payments will be, and when to take them? Check out these calculators

If you're nearing retirement or planning for this phase of your life, you're probably wondering how much you can expect annually from the CPP and OAS. Enter our two handy calculators.

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May 13, 2024

By Scott Ronalds

Mortgages in Canada - Everything you need to know

We demystify the process of securing a mortgage in Canada, a crucial step towards achieving the dream of home ownership. Whether you're a first-time buyer or looking to refinance, you'll find this discussion invaluable.

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April 29, 2024

By Scott Ronalds

Strategies for drawing income from your retirement portfolio

A key concern for investors in or nearing retirement is the question of how to best draw a reliable and steady income from your portfolio. We dive into the topic with financial planner Janet Gray.

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