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Tax Optimization Strategies: Making your Money Work Smarter, not Harder
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In this episode, join Brett and Omari embark on a comprehensive exploration of key financial strategies to help you optimize their financial present and future. They bring decades of experience in the financial services industry to deliver actionable insights for everyone, whether starting out on their financial journey or aiming to enhance existing strategies.
Episode Highlights:
- Tax Optimization: A secret weapon for retaining hard-earned money.
- Exploring tax-efficient investing, they draw parallels to a wine-tasting event, highlighting the importance of timing investments for maximum efficiency.
- Different types of investment returns and their tax implications
- Asset Location Strategies
- The benefits and differences between Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs
- Understanding income splitting strategies
- Estate Planning
And so much more!
Stay Connected with Smart Wealth Podcast Hosts:
Brett Cranson: www.linkedin.com/in/brettcranson/
Omari Whyte: www.linkedin.com/in/omari-whyte/
29 episodes
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