Rob Tetrault
1010-201 Portage Avenue R3B 3K6 Winnipeg, MB, Canada

The ABCs Of Financial Freedom With Tiffany Thomas On The Tetrault Show. Tiffany Thomas financially empowers individuals through her wealth building strategies and investing principles. She has successfully created a 7-figure investment portfolio through the stock market and real estate, achieved financial freedom at age 38 and became a millionaire at age 40.... Her mission lies in empowering individuals with confidence and clarity to build their own wealth to become financially free at a young age. Tune in LIVE on The Tetrault Show - Monday November 9th at 4pm EST.

The ABCs Of Financial Freedom With Tiffany Thomas - Your Wealth Mentor On The Tetrault Show. Tiffany Thomas financially empowers individuals through her wealth building strategies and investing principles. She has successfully created a 7-figure investment portfolio through the stock market and real estate, achieved financial freedom at age 38 and became a millionaire at age 40.... Her mission lies in empowering individuals with confidence and clarity to build their own wealth to become financially free at a young age. Tune in LIVE on The Tetrault Show - Monday November 9th at 4pm EST.

Our guest today on The Tetrault Show is Kris Putnam-Walkerly. Kris is a trusted advisor to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact.... As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments. Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders, and is a Forbes.com contributor on philanthropy. Tune in LIVE on The Tetrault Show on Monday November 2nd at 4pm EST.

Our guest today on The Tetrault Show is Kris Putnam-Walkerly, a trusted advisor to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanth...ropists strategically allocate over half a billion dollars in grants and gifts. Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments. Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders, and is a Forbes(dot)com contributor on philanthropy. Tune in LIVE on The Tetrault Show - Monday November 2nd at 4pm EST.

Estate Planning In Your Retirement 1) Determine your goals 2) Start with creating a Financial Plan... - Look into how you can optimize the estate. 3) Update the following documents - Will - Power of Attorney - Living Will - Health Care Directive - Beneficiaries updated on every account - Insurance 4) Avoid large tax bills on death 5) Divide assets fairly amongst next generation (example: through an insurance policy) 6) Estate Taxation -RRSP & RRIF is tax deferred money. Once you pass away, typically these can roll over to the spouse. When 2nd person passes away, that’s when taxes are due. (close to 50% of the amount from those accounts). -Through proper planning, we aim to withdraw from it to lower that tax rate. -Non-registered assets are a deemed disposition. Taxes are owned on that capital gain. -Your home is complete tax-exempt provided that it’s your principal residence. Cottage and rental properties will have a deemed disposition on death and are NOT tax-exempt. 7) If you’re a sole proprietor - When you pass away, business just stops 8) If you have a corporation... - The value of the shares of the owner that passed away are subject to estate taxes and deemed disposition rules. - How to liquify the estate - A whole set of rules that apply for every scenario - Possible capital gains tax and/or additional dividend tax 9) Get your estate plan done early Watch our other video on How To Prepare A Sound Retirement & Estate Planning Strategy: https://youtu.be/ibUMkB9mdnU Register to our FREE Retirement Masterclass - https://bit.ly/2THZzNj Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB Watch our other video on Old Age Security | Old Age Pension | Canada Pension Plan: https://youtu.be/Yv_ig3rk47U

Want to hear how crypto expert Ian Balina went from $20K to $5 Million in one year or how he got hacked and lost $2.5 Million? Join us LIVE where Ian shares his stories.