Financial Acronym Decoder Ring Part 1

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/1c/e4/41/1ce4416f-b870-c26a-0440-7f4dfba76c9f/mza_8072437821842730403.jpg/600x600bb.jpg

Money Questions

Evangeline Wealth Management

6 episodes

3 months ago

Are money worries keeping you up at night? You’re not alone. Join Matt, a finance expert with over 20 years of experience, and Nate, a self-employed financial planner with 15 years in the industry, as they help you take control of your financial future. From financial literacy basics to practical tips for building wealth and avoiding common pitfalls, Matt and Nate bring clarity, empowerment, and a healthy perspective to your personal finances. Whether you're looking to reduce stress, improve your money habits, or simply get answers to your financial questions, this podcast is your go-to guide for navigating the complexities of money management. Tune in to Money Questions—where knowledge is power, and financial freedom starts with a single step.

All content for Money Questions is the property of Evangeline Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Financial Acronym Decoder Ring Part 1

Money Questions

31 minutes

8 months ago

Financial Acronym Decoder Ring Part 1

In the conversation, Matt and Nate discuss the importance of understanding financial tools like RRSPs, TFSAs, and FHSAs. They argue that financial advisors often lead with the tools rather than the purpose behind them, which can be misleading. They emphasize the need to understand your financial goals and the appropriate use of these accounts. They explain that RRSPs are tax-deferred, meaning you get a tax refund when you contribute, but you pay taxes when you withdraw. TFSAs are after-tax contributions that grow tax-free. FHSAs are for first-time homebuyers and offer tax deductions. They also stress the importance of reinvesting tax refunds and planning for future tax brackets. Tune in if you want to demystify these financial tools and make them more accessible to you.

To learn more visit: https://www.evangelinewealth.com/

DISCLAIMER: The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This presentation was prepared, by Matthew McGowan and Nathan England CFP, for the benefit of Matthew McGowan and Nathan England CFP, Mutual Fund Representative with Evangeline Wealth Management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe are reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the Fund Fact sheet or prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.