Smart Wealth: Navigating Your Financial Future
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every week, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics including investment principles, debt management, retirement planning, and tax optimization. With our guidance, you'll navigate the complex world of finance with ease, making confident decisions for your financial future. Join us on this journey towards achieving smart wealth, because the best investment you can make is in yourself.
Smart Wealth Hosts:
Brett Cranson: www.linkedin.com/in/brettcranson/
Omari Whyte: www.linkedin.com/in/omari-whyte/
Episodes
60 episodes
Ep 60 Group Benefits Explained
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the importance of understanding and enhancing personal financial protection through group benefits and individual coverage. They explore the limitations of group benefits, t...
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Episode 60
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11:23
Ep 59 Understanding Financial Risks
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the critical importance of financial protection, particularly in the context of life insurance and estate planning. They explore the risks associated with premature death an...
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Episode 59
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10:18
Ep 58 The Power of Consistency
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the significance of establishing and maintaining routines in both personal health and financial management. They emphasize the importance of having a structured approach to ...
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Season 1
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Episode 58
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6:58
Ep 57 Mastering Tax Season
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the importance of tax planning as the tax season approaches. They emphasize the need for early preparation, especially for cross-border tax considerations, and the significa...
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Season 1
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Episode 57
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8:57
Ep 56 Think Like Gretzky: Financial Foresight
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss key concepts in wealth building, focusing on financial foresight, investment strategies, and the importance of tax-sensitive investing. They share insights from client inter...
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6:24
Ep 55 Navigating Your Pension: What You Need To Know
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the importance of understanding pensions and retirement accounts, especially when transitioning between jobs. They emphasize the need for financial literacy and tracking leg...
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Season 1
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Episode 55
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9:34
Ep 54 Unlocking the Secrets of Retirement Accounts
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the intricacies of Locked-In Retirement Accounts (LIRAs) and their importance in retirement planning. They explore how LIRAs function, the options available for managing the...
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9:06
Ep 53 Maximize Your Wealth: The Power of RRSPs
In this episode of Smart Wealth, Brett Cranson and Omari Whyte delve into the intricacies of retirement savings, focusing primarily on Registered Retirement Savings Plans (RRSPs). They discuss the benefits of RRSPs, including tax advantages and...
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Season 1
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Episode 53
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11:47
Ep 52 Navigating Tariffs: What You Need To Know
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the implications of tariffs imposed by the U.S. on imports from Canada and Mexico. They explain what tariffs are, how they affect consumer prices, and the broader economic c...
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Season 1
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Episode 52
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15:12
Ep 51 Navigating Your Retirement Journey
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the essential steps in retirement planning, emphasizing the importance of starting with a clear understanding of personal goals and seeking professional guidance. They explo...
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Season 1
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Episode 51
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10:01
Ep 50 Master Your Retirement Plan
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss essential strategies for retirement planning, focusing on the importance of RSP and TFSA accounts. They explore how these accounts function, their tax implications, and the ...
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Season 1
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Episode 50
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11:19
EP 49 Tax Saving Retirement Strategies
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss effective strategies for wealth building and retirement planning, focusing on the transition from RSPs to RIFs. They explore tax planning techniques to optimize income durin...
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9:06
Ep 48 Understanding Retirement Income Fund (RIF) payments
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the importance of setting financial goals for the new year, particularly focusing on retirement income funds (RIFs) and registered retirement savings plans (RSPs). They delv...
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Season 1
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Episode 48
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12:40
EP 47 The Power of Achieving Your New Years Resolutions
In this episode, Brett Cranson and Omari Whyte discuss the significance of New Year's resolutions, particularly in the context of financial goals. They emphasize the importance of setting clear objectives, creating actionable plans, and maintai...
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15:10
Ep 46 Why Setting Goals is Crucial for Financial Planning & Life
In this conversation, Brett Cranson and Omari Whyte discuss the importance of setting life goals in conjunction with financial planning, especially as the new year approaches. They emphasize the need to integrate health and wellness into financ...
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14:01
Ep 45 The Impact of Charitable Giving
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the transformative power of gratitude in financial decision-making and the importance of charitable giving. They explore how gratitude can shift one's mindset from scarcity ...
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Season 1
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Episode 45
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8:08
Ep 44 Budget Tips for Holiday Shopping
In this episode, Brett Cranson and Omari Whyte discuss effective strategies for holiday shopping and budgeting to avoid financial stress during the festive season. They emphasize the importance of planning ahead, creating a budget, and consider...
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Season 1
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Episode 44
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10:07
Ep 43 A Case Study on Strategies for a Successful Retirement
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss various strategies for navigating financial planning, particularly for retirees. They share a detailed case study of a retired professor facing cross-border financial challe...
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Season 1
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Episode 43
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13:42
Ep 42 Why you need to change Financial Advisors
In this episode of Smart Wealth, hosts Brett Cranson and Omari Whyte delve into the essential aspects of financial advising, emphasizing the importance of understanding the different types of advisors and the value they bring. They discuss the ...
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Season 1
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Episode 42
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19:42
Ep 41 Protecting Your Wealth: Discussing CDIC Insurance
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the importance of understanding financial protections, particularly focusing on CDIC insurance in Canada. They explore how consumers can safeguard their investments, the lim...
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Season 1
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Episode 41
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15:09
Ep 40 Behavioral Investing & Market Timing
In this episode of Smart Wealth, hosts Brett Cranson and Omari Whyte delve into the concept of dollar cost averaging as a powerful investment strategy. They discuss how this method helps manage price risk by allowing investors to buy stocks or ...
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Season 1
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Episode 40
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10:51
Ep 39 Effect of Interest Rates on Your Wealth
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the significant impact of interest rates on asset pricing and the financial realities faced by clients. They explore the challenges of mortgage renewals, the effects of inte...
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Season 1
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Episode 39
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11:16
Ep 38 Cash Flow Secrets for Long-Term Success!
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the critical importance of cash flow management in achieving financial stability and wealth building. They explore common cash flow issues faced by individuals, the signific...
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Episode 38
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15:37
Ep 37 How much should I be setting aside for savings?
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the critical importance of savings rates in financial planning. They emphasize the need for individuals to regularly review and adjust their savings rates, ideally aiming fo...
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Season 1
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Episode 37
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14:23
Ep 36 Should You Pay Off Your Mortgage Fast?
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the complexities of mortgage management, particularly focusing on whether to pay off a mortgage quickly or to invest that money elsewhere. They explore the concept of good d...
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Season 1
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Episode 36
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17:14