『The Rob Tetrault Show』のカバーアート

The Rob Tetrault Show

The Rob Tetrault Show

著者： Rob Tetrault
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概要

 Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob Tetrault podcast show includes discussions on investment, tax, insurance, retirement and estate planning. From RESPs to Family Trusts, Rob's goal is to provide value and crucial information to all investors no matter what age and what their current net worth is. Disclaimer: http://ow.ly/XvqU30o8uTc © Copyright 2025 All Rights Reserved. No part of this podcast may be used without permission.© Copyright 2022 All Rights Reserved. No part of this podcast may be used without permission. 個人ファイナンス 経済学
エピソード
  • How Far Does $1 Million REALLY Go in Retirement (Canadian Edition)

    How Far Does $1 Million REALLY Go in Retirement (Canadian Edition)
    2026/02/10

    📊 Master Your Retirement Plan in 45 Minutes
    Register now → https://bit.ly/2THZzNj

    🔔 Want personalized help with your retirement plan?
    Book a call → https://tetraultwealth.com/contact-us/

    ⭐️⭐️ How Far Does $1 Million REALLY Go in Retirement (Canadian Edition)

    If you've saved $1,000,000 for retirement in Canada - first off, congratulations! You're in the top 1% of savers. But here's the truth: how that money is structured, taxed, and withdrawn can make or break your retirement plan.

    In this video, Portfolio Manager Rob Tétrault breaks down the exact investment blueprint he uses for high-net-worth Canadians retiring with $1M - including:

    ✅ The 4-bucket portfolio structure
    ✅ How to avoid RRIF/OAS tax traps
    ✅ Smart withdrawal sequencing for lifetime income
    ✅ Real examples of how couples can save thousands in taxes

    Don't let poor planning eat into your hard-earned savings. Watch now to learn how to turn your $1M portfolio into a sustainable retirement engine.

    Enjoy the video!

    CHAPTERS:
    00:00 - Why This Matters
    01:21 - Mistake #1
    02:27 - Mistake #2
    04:56 - Mistake #3
    05:58 - Real Example
    06:59 - The Next Steps

    📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/

    #RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
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    8 分
  • Most Canadians Miss THIS Retirement Threat (Hint: It's Not Inflation)

    Most Canadians Miss THIS Retirement Threat (Hint: It's Not Inflation)
    2026/02/03

    📊 Master Your Retirement Plan in 45 Minutes
    Register now → https://bit.ly/2THZzNj

    🔔 Want personalized help with your wealth?
    Book a call → https://tetraultwealth.com/contact-us/

    ⭐️⭐️ Most Canadians Miss THIS Retirement Threat (Hint: It's Not Inflation)

    Most Canadians plan for taxes, inflation, and longevity - but there's a silent threat that can quietly destroy your retirement savings: sequence of return risk.

    In this video, Rob Tétrault breaks down what it is, why it's so dangerous, and how to protect yourself from it. Learn practical strategies like the liquidity plan, bucket strategy, and flexible withdrawal planning, so your money lasts as long as you do.

    Enjoy!

    CHAPTERS:
    00:00 - Intro
    00:30 - Sequence of Returns Risk & Why It Matters So Much
    03:07 - Strategy #1
    04:35 - Strategy #2
    06:31 - Strategy #3
    07:43 - Strategy #4
    09:05 - What To Do Next?

    📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/

    #RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Sequenceofreturn
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    10 分
  • The 5 Biggest TFSA Mistakes Canadians KEEP Making

    The 5 Biggest TFSA Mistakes Canadians KEEP Making
    2026/01/26

    📊 Master Your Retirement Plan in 45 Minutes
    Register now → https://bit.ly/2THZzNj

    🔔 Want personalized help with your retirement plan?
    Book a call → https://tetraultwealth.com/contact-us/

    ⭐️⭐️ The 5 Biggest TFSA Mistakes Canadians KEEP Making

    Most Canadians are using their TFSA wrong, and it's costing them thousands 💸
    In this video, Portfolio Manager Rob Tétrault breaks down the 5 biggest TFSA mistakes that can quietly drain your retirement savings.

    The Tax-Free Savings Account (TFSA) is one of the most powerful tools in Canadian retirement planning, but only if you use it properly.

    After sitting down with thousands of Canadians, Rob Tétrault shares the most common TFSA mistakes that lead to unnecessary taxes, lost growth, and missed benefits.

    In this video, you'll learn:
    ✅ Why CRA's outdated numbers cause over-contribution penalties
    ✅ The difference between a TFSA savings account and investment account
    ✅ How to pick the right investments for your TFSA
    ✅ The best way to integrate TFSA withdrawals into your retirement plan
    ✅ How one word on your paperwork could cost your family thousands

    Don't let small TFSA mistakes cost you big in retirement. Watch now to see how to turn your TFSA into a tax-free income engine for life.

    Enjoy the video!

    CHAPTERS:
    00:00 - Why This Matters
    00:51 - Mistake #1
    02:20 - Mistake #2
    04:18 - Mistake #3
    05:46 - Mistake #4
    07:15 - Mistake #5
    09:04 - The Next Steps

    📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/

    #RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
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    10 分
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