Month: June 2024

FEATURE
Navigating Financial Planning for Major Life Events (Ep.22)

Navigating Financial Planning for Major Life Events (Ep.22)

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You might think buying a car is always smarter than leasing, but is that really true? Are you prepared for the financial implications of life’s major milestones, like buying a house or getting married?

John and Alex Soutsos dive into financial planning for major life milestones like buying a car, getting married, and purchasing a home. Discover key insights on handling financial decisions during these pivotal moments, and learn practical tips on saving, investing, and making informed choices to ensure your financial stability and peace of mind.

John and Alex touch on: 

  • Buying vs. leasing a car: pros, cons, and financial implications
  • The importance of pooling financial resources in marriage for better money management
  • Strategies for saving for a home, including first-home savings accounts and tax-free savings accounts
  • How to navigate prenuptial agreements and estate planning
  • And more

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FEATURE
Navigating the Complexities of the Canadian Economy with Kim Moody (Ep 21)

Navigating the Complexities of the Canadian Economy with Kim Moody (Ep 21)

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Part one left off the conversation on taxation and policies with new questions to be answered. Discover even more answers to some of those new questions. 

John and Alex Soutsos sit down once more with celebrated CPA and Amazon bestselling author, Kim GC Moody. They delve into the recent unveiling of the Canadian budget, its implications on the economy, and particularly its impact on the healthcare sector and business owners across Canada.

John, Alex, and Kim discuss: 

  • The profound implications of the recent Canadian budget on professionals and business owners.
  • A deep dive into the capital gains inclusion rate debate and its potential repercussions.
  • The controversial aspects of governmental subsidies in sectors such as electric vehicle production.
  • Strategies and insights for financial planning amidst shifting economic policies.
  • And more

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About Our Guest: 

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

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