Free Training Video Seminars
Welcome & Introduction
The Financial Industry
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Introduction to the financial industry module (2:49)
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Do you really know your financial planner (12:17)
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What financial advice is really costing you (9:45)
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Mutual funds as the worst investment decision you can make (5:04)
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The benefits of managing your own money (11:46)
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The myth of diversification (6:45)
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The performance of Canadian balanced mutual funds (10:50)
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The myth of having to invest internationally (4:03)
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International balanced and equity mutual fund performance (9:50)
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The PPA foreign currency equation (5:20)
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Homework assignment for Module 1 (5:26)
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Appendix A - Are you winning or losing on your foreign stock holdings? (6:20)
Income & Dividend Investing - How & Why it Works
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Introduction to Module 2 (6:16)
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Tha advantages of Income and dividend investing (9:15)
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The tortoise and the hare (11:35)
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The evidence we'll be examining (2:50)
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Evidence over an 80 year period including the depression (10:17)
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Evidence of 1973 to 2010 and my buddy Einstein (8:27)
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Characteristics of dividend paying companies (10:14)
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Calculating a stock's dividend yield and your yield (7:06)
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Building an income machine on steroids (7:20)
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Capital appreciation vs income approach to retirement (7:58)
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Homework assignment for Module 2 (4:01)
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Tips and help with your Module 2 homework assignment (9:11)
A New Paradigm & Way of Thinking
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Introduction to Module 3 (6:56)
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The old way vs the new way of retirement planning (10:16)
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The new concept of measuring income goals - Your 3 RIPs (10:26)
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Examples of the 3 RIPs and how to calculate them (9:33)
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The power of the three RIP calculations (5:36)
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Calculating your IF factor when you make a new investment (8:08)
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What are ETFs and how do they work and differ from mutual funds (10:17)
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The advantages of ETF investing (10:41)
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What do financial and investment advisors say about ETFs (10:33)
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What are REITs and how do they work (11:46)
Action Steps To Get You On the Right Path
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Introduction to Module 4 and what is covered (1:40)
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Step 1 - Fire your investment advisor (5:12)
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Step 2 - Opening a discount brokerage account (6:43)
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Step 3 - Open your necessary accounts (6:13)
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Step 4 - Tranferring your cash and investments to your new accounts (7:59)
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Step 5 - Determine your desired income frequency and risk profile (7:29)
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Step 6 - Age profile factors and considerations (5:36)
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Step 7 - Risk profile factors and considerations (7:48)
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Step 8 - Picking the securities you want to invest in (3:19)
The CHIP Eligible Securities - What to Invest In
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Introduction to Module 5 (4:10)
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Dividend growth stocks vs income securities (7:19)
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The investment criteria I follow for picking CHIP securities (9:38)
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What Monopoly can teach us about investing and the PPA (5:47)
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Industry #1 - If you can't beat them, join them! (8:45)
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Industry #2 - If you need to go places you'll need these services (7:10)
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Industry#3 - What does everyone with a cell phone need? (5:26)
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Industry #4 - Try living without this and see how long you last (6:31)
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Industry #5 - If you need a roof over your head, you can't go wrong (6:28)
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The web tools you will need to review stocks and securities at buying time (31:35)
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The 5 step process you will use to buy stocks and securities (5:55)
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Step by Step example of buying securities with a brokerage account (9:26)
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CHIP Eligible Manual & Spreadsheet - 2019 Update
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