У нас вы можете посмотреть бесплатно Case Conference: Keeping the Tax Hobbits at Bay | MoneyScope 9 или скачать в максимальном доступном качестве, видео которое было загружено на ютуб. Для загрузки выберите вариант из формы ниже:
Если кнопки скачивания не
загрузились
НАЖМИТЕ ЗДЕСЬ или обновите страницу
Если возникают проблемы со скачиванием видео, пожалуйста напишите в поддержку по адресу внизу
страницы.
Спасибо за использование сервиса ClipSaver.ru
Meet with PWL Capital: https://pages.pwlcapital.com/en-ca/co... The overarching theme of today’s conversation revolves around prudent financial decision-making, including tax-efficient investing, risk assessment, and leveraging home equity for investment purposes. This acts as supplementary material for the main episode, where we take a deep dive into the nuances of tax. Join us as we look at taxation and income through the lens of common scenarios that often lead people to make poor decisions with their investments. We uncover the importance of structuring investment portfolios with tax implications in mind and venture into the realm of corporate-class bond ETFs, assessing their potential benefits and complexities. You’ll gain insight into the free dividends fallacy and the benefits of high dividend yield stocks. We also unravel the strategy of leveraging home equity to defer tax and share our personal experiences and insights, along with essential criteria to determine your risk profile. Tune in as we turn dollars into sense and pave the road to a prosperous financial future! Timestamps: 0:00:00 Intro 0:01:42 Case 1: Searching for Income 0:11:02 Case 2: Premium vs Discount Bond Tax Efficiency 0:27:42 Case 3: Leveraging Home Equity to Invest 0:34:40 Main Criteria and How We Fit Them 0:44:55 The Nuts and Bolts Links From Today’s Episode: Rational Reminder Podcast: Professor Samuel Hartzmark — https://rationalreminder.ca/podcast/273 BlackRock — https://www.blackrock.com/ca Horizons ETFs — https://horizonsetfs.com/ Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/ Dr. Mark on X — / looniedoctor Benjamin Felix — https://www.pwlcapital.com/author/ben... Benjamin on X — / benjaminwfelix Benjamin on LinkedIn — / benjaminwfelix