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/
Smart Wealth: Navigating Your Financial Future
Ep 26 How Will Canada’s Capital Gains Increase Affect You
Have you ever wondered how changes in tax laws could impact your financial future?
In this episode, we dive deep into the recent changes to the capital gains inclusion rate introduced in Canada’s 2024 federal budget. This significant policy shift affects Canadian investors, particularly those with substantial capital gains. You'll learn about the new tax rules, their implications for different types of taxpayers, and strategies to navigate these changes effectively.
By tuning in, you'll gain valuable insights into how to manage your investments, plan your taxes, and make informed financial decisions in this new tax landscape.
Episode Highlights:
- Overview of the Capital Gains Inclusion Rate Increase
- Impact on Different Taxpayers
- Potential Effects on Middle-Class Earners,
- Detailed Breakdown of the New Tax Rules,
- Investment Portfolio Strategies,
- Tax Planning and Professional Guidance
- Diversification and Alternative Investments
- Diversification and Alternative Investments
- Implications for Estate Planning
- Cautions Against Hasty Financial Decisions
Stay Connected with Smart Wealth Podcast Hosts:
Brett Cranson: www.linkedin.com/in/brettcranson/
Omari Whyte: www.linkedin.com/in/omari-whyte/
LinkedIn Brett Cranson: linkedin.com/in/brettcranson
LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
brett.cranson@ipcsecurities.com
omari.whyte@familyfirstadvisors.ca
Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.