The NextGenInvestor Podcast

著者: Jeff Howard Barrett
  • サマリー

  • Most Financial Advisor's don't think you're worth anything unless you have a half-million dollars to invest but I want you to know they're dead wrong. I've created this practice with you in mind. Truth and Wealth for Millennials and Gen-X'ers ------ Investment Fund Advisor * Life & Health Insurance Advisor *The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.
    Jeff Howard Barrett
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あらすじ・解説

Most Financial Advisor's don't think you're worth anything unless you have a half-million dollars to invest but I want you to know they're dead wrong. I've created this practice with you in mind. Truth and Wealth for Millennials and Gen-X'ers ------ Investment Fund Advisor * Life & Health Insurance Advisor *The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.
Jeff Howard Barrett
エピソード
  • SE06:EP01 Self-Reliance and Resilience in Business and in Life. A Question of Compound Return.
    2021/05/13

    In this, my first post-vaccine episode, I implore you (again) to maintain your resilience and adaptability in the face of lockdowns and quarantines. Needless animosity and advocacy is, at some level, a waste of time. Time goes on and opportunities aren't locked down. They ceaselessly search for their own champions of delivery and execution in all markets and conditions. 

    I also explain the power of compound yield and the benefits of:

    • reinvesting earnings
    • systematically invest new money each year, or better, every month
    • and if possible, as part of an RRSP, reinvest the tax savings generated by their contributions

    If you want to generate scenarios based on your own assumptions, there are different calculators online, including the one, very well done, of the site "Manage Your Money Better" offered by the Ontario Securities Commission. See here https://www.getsmarteraboutmoney.ca/calculators/compound-interest-calculator/

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    Follow my Facebook Page here: https://www.facebook.com/jeffhowardbarrett/

    -To subscribe to my e-Newsletter Actualis and to learn all things about basic investment, debt, savings, and insurance advice click here: http://newsletter.actualisbulletin.ca/8787 

    -To Schedule a consultation (virtual) click here: https://outlook.office365.com/owa/calendar/JeffreyHBarrettCIM@sfl.ca/bookings/

    Jeffrey H Barrett CIM® Investment Fund Advisor * Life & Health Insurance Advisor

    7051 Bayers Rd. Suite 202 | Halifax (Nova Scotia) B3L 2C1

    Phone: 902.799.1185 | Fax: 888.384.8818 | Office: 902.446.4560

    jeffrey.barrett@dfsin.ca| www.dfsin.ca/jeffreyhbarrett

    *The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.

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    26 分
  • SE05:EP10 Lockdown Phase 3, the Canadian Budget, Conspiracy, Ignorance, and the Absence of Kaleidoscopic Intelligence.
    2021/05/05

    In this episode I discuss how the pressures of the prolonged lockdown have exposed emotional biases in our attempts to understand and deal with the world. Our resistance to balanced analysis is driven by personal traumas, personal motivations or, instead, betrays a selfish desire for power and influence. Perhaps too, ignorance can be a choice ("philistinism"). Whatever it is, when faced with a common human tragedy our ability to coordinate a total human response has been fractured by reinforced assumptions of our own individual preciousness of opinion and purpose. Just a theory.

    Oh. I also give you seven takeaways from the Apr 19th Budget.

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     Follow my Facebook Page here: https://www.facebook.com/jeffhowardbarrett/

    -To subscribe to my e-Newsletter Actualis and to learn all things about basic investment, debt, savings, and insurance advice click here: http://newsletter.actualisbulletin.ca/8787 

    -To Schedule a consultation (virtual) click here: https://outlook.office365.com/owa/calendar/JeffreyHBarrettCIM@sfl.ca/bookings/

    Jeffrey H Barrett CIM® Investment Fund Advisor * Life & Health Insurance Advisor

    7051 Bayers Rd. Suite 202 | Halifax (Nova Scotia) B3L 2C1

    Phone: 902.799.1185 | Fax: 888.384.8818 | Office: 902.446.4560

    jeffrey.barrett@dfsin.ca| www.dfsin.ca/jeffreyhbarrett

    *The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.

    続きを読む 一部表示
    33 分
  • SE05:EP09 Another Lockdown, My "Four Kids' Mentality" Thesis, and Six Tips to Prevent a 2020 Tax Calamity.
    2021/04/23

    In this impromptu episode I remind you that lobbying is not relevant in the battle to contain the pandemic. Doing so takes resources and time away from meaningful discussions with essential workers, science and government on stopping the spread of the virus.  I also explore my thoughts on my attempting to take an old-school approach to parenting, and I provide six tips on handling your irregular 2020 income tax bill. 

    ---------------

    Follow my Facebook Page here: https://www.facebook.com/jeffhowardbarrett/

    -To subscribe to my e-Newsletter Actualis and to learn all things about basic investment, debt, savings, and insurance advice click here: http://newsletter.actualisbulletin.ca/8787 

    -To Schedule a consultation (virtual) click here: https://outlook.office365.com/owa/calendar/JeffreyHBarrettCIM@sfl.ca/bookings/

    Jeffrey H Barrett CIM® Investment Fund Advisor * Life & Health Insurance Advisor

    7051 Bayers Rd. Suite 202 | Halifax (Nova Scotia) B3L 2C1

    Phone: 902.799.1185 | Fax: 888.384.8818 | Office: 902.446.4560

    jeffrey.barrett@dfsin.ca| www.dfsin.ca/jeffreyhbarrett

    *The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.

    続きを読む 一部表示
    28 分

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