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How to Optimize Your Investments and Taxes for 2025 (for Canadians)
Manage episode 458075518 series 2657140
With the end of the year arriving and the new year starting shortly, there are certain deadlines that you should be aware of every year, from an investment and tax optimization perspective.
There are also some elements to keep top of mind as the new year begins. These happen every year, so even if you are listening to this episode years from now, it will still be relevant to you, as these are things to think about and reevaluate every year.
Think of this episode as a checklist that you can use every year to help ensure that you aren’t missing anything from an investment, tax, and government benefit optimization standpoint.
Enjoy the episode!
Links from the Episode:My ETF Guide: What I invest in and why (free)
My "How to Invest for Canadians Course"
What DIY Passive Investing Style is Optimum for You? (video presentation)
130 ตอน
Manage episode 458075518 series 2657140
With the end of the year arriving and the new year starting shortly, there are certain deadlines that you should be aware of every year, from an investment and tax optimization perspective.
There are also some elements to keep top of mind as the new year begins. These happen every year, so even if you are listening to this episode years from now, it will still be relevant to you, as these are things to think about and reevaluate every year.
Think of this episode as a checklist that you can use every year to help ensure that you aren’t missing anything from an investment, tax, and government benefit optimization standpoint.
Enjoy the episode!
Links from the Episode:My ETF Guide: What I invest in and why (free)
My "How to Invest for Canadians Course"
What DIY Passive Investing Style is Optimum for You? (video presentation)
130 ตอน
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1 How to Optimize Your Investments and Taxes for 2025 (for Canadians) 1:22:45
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1 5 Major Lessons Learned When Managing Your Retirement Finances (In Canada) 1:02:53
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1 The Top Money Blind Spots and Questions Canadians Have 1:17:28
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1 How to Live Off Your Investments in a Sustainable, Stress-Free, and Tax Efficient Way in Canada. Featuring Ed Rempel, CFP 57:04
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1 Avoiding the Yield Trap: Are You Too Focused on Generating Income From Your Investments? 1:02:14
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1 Important Tax & Investing Changes for 2024 (for Canadians) 1:17:41
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