Travis Feddema

Simplifying wealth for Canadians 🇨🇦
CIM

[Eric Nelson, CFA @ServoWealth]

If history is any guide, the Magnificent 7 wont stay magnificent forever. Better off diversifying.

[Travis Feddema @tfedds]

@AravindSitham Did this thread on HBP ever materialize? Would you choose RRSP HBP over a TFSA withdrawal? (assuming both are fully funded already).

From my view they are identical (tax-free withdrawal) but HBP comes with a forced repayment schedule to manage.

[Travis Feddema @tfedds]

Pretty amazing stuff right here. Congrats @WarwickBraden and the whole team behind this amazing tool!

[Braden Warwick PhD @WarwickBraden]

Worried about retirement?

Unsure if you are saving enough?

Not sure what accounts to save in? 
 
Introducing PWL Capital’s Retirement Planning Tool. 

It will help you answer all these questions, and more. 

Completely free. 

Link 👇🏻

[Travis Feddema @tfedds]

THIS.

[William Barreca, CFP® @willbarreca]

"With the stock market in free fall"

I'm seeing so much language like this online

And yet... The global stock market is basically flat on the year

Let's have some perspective. Hysteria doesn't help anyone

[Travis Feddema @tfedds]

@willbarreca Cool chart! I've never seen inflation shown this way.

[Travis Feddema @tfedds]

@MarkMcGrathCFP This is on its way to my kindle right now! Congrats Mark!

[Braden Warwick PhD @WarwickBraden]

When an athlete defers salary, it only benefits the organization, not the athlete.

This is such a common fallacy in the sporting world, and it is only becoming more common due to misunderstanding of taxes and financial planning.

Let's break this down.

🧵

[Travis Feddema @tfedds]

@WarwickBraden Incredible analysis Braden!

[Travis Feddema @tfedds]

@AravindSitham Great thread! Generally I have found a mix of both salary and dividends is the sweet spot to get the best of both worlds - CPP credits/RRSP/IPP room from salary & Corporate refunds through RDTOH accounts from dividends.

[David Chilton @wealthy_barber]

This simple way to think of the world of investing can really help to take the intimidation out of all the choices. Basic but helpful.

[Travis Feddema @tfedds]

Couldn't agree more.

"Avoid the noise" sounds vaguely familiar...

[David Chilton @wealthy_barber]

Tons of financial-market intelligence is produced daily. From analysis to forecasts to advice, it never stops coming. Here's what to do with it.

[Travis Feddema @tfedds]

@WarwickBraden this is a mind-blowing finding.

[Travis Feddema @tfedds]

Ben's quick answer to a very common objection:

[PWL Capital @PWLCapital]

Why do people hire financial advisors when low-cost ETFs seem to solve investing? 🤔 @benjaminfelix explores the emotional motivations behind this choice.
Curious to learn more? https://t.co/sjr4xNfobw
Avez-vous un conseiller financier? Pourquoi? Partagez vos réflexions!

[Travis Feddema @tfedds]

@jasonpereira you hid it well! Great presentation.

[PWL Capital @PWLCapital]

Investing isn't rocket science—it's been solved! 🚀 But why are so many still doing it wrong? 🤔

@benjaminfelix

L'investissement n'est pas de la science-fusée, c'est déjà résolu! 🚀 Mais pourquoi tant de gens continuent-ils à se tromper? 🤔 (vidéo anglais seulement)

[PWL Capital @PWLCapital]

Your child is all grown up and headed to post-secondary education! After years of saving and investing inside of an RESP, it’s finally time to use those funds.

➡️ Read more about it here: https://t.co/uWGxuhunRA

Written by @nrdonovan

[Travis Feddema @tfedds]

@AaronHectorCFP @YouTube I was attempting to create exactly this yesterday. Incredibly thankful that you have created a much better version then I would have and shared here.

The hero we need, not the one we deserve!

[David Chilton @wealthy_barber]

If I could convince people of one thing in the world of personal finance, it would be this.

[Travis Feddema @tfedds]

This is a U.S based thread but 98% applicable to Canadians. Excellent and detailed summary of the value an advisor can add for the right person.

[Travis Feddema @tfedds]

@TKopelman Do you have a go-to tool for your audits? Or just good ol' Excel?