Weekly Podcast Notes
Chapter 1 - Why We Do This
Chapter 2 - Compounding Simplicity
Chapter 2 - Compounding Simplicity
In this episode we cover the origins of Express Innovation Personal Finance and how we help investors gain control over their financial plans.
Chapter 2 - Compounding Simplicity
Chapter 2 - Compounding Simplicity
Chapter 2 - Compounding Simplicity
In our second instalment we talk about the power of compounding and holding key investments - ETF's, blue chips and solid dividend payers.
Chapter 3 - Basic Research
Chapter 2 - Compounding Simplicity
Chapter 4 - Thirty Minute Drill
In our third episode we will discuss the importance of using readily available research tools and focusing on a short list of data metrics to support decision making.
Chapter 4 - Thirty Minute Drill
Chapter 6 - Why Own Individual Stocks
Chapter 4 - Thirty Minute Drill
In today's episode we walk through the 30 Minute Drill with our real life experience updating our financial health at the start of 2025 !
Chapter 5 - Chasing Hype and Doom
Chapter 6 - Why Own Individual Stocks
Chapter 6 - Why Own Individual Stocks
Today we discuss the need to avoid chasing over hyped stocks and falling out of line with our investing strategy.
Chapter 6 - Why Own Individual Stocks
Chapter 6 - Why Own Individual Stocks
Chapter 6 - Why Own Individual Stocks
On January 18th episode we talk about the risks and benefits of owning individual stocks. In 2023 and 2024 we achieved significant upside owning specific names.
Chapter 7 - Company and Government Freebies
On January 25th we talk about investments that come with support from the companies we work for every day and the government.
Chapter 8 - The 4% Withdrawal Rule
Today we stray a little from the usual broader topics to talk about the 4% Withdrawal Rule and how it may need some refining. This episode leans toward soon to retire audience, but also useful for others in their long term planning.
Chapter 9 - ETF Strategy
Chapter 10 - Play Macro Game
This week we look at ETF's as an excellent way to build a balanced portfolio with less expense and risk. We look at a number of ETF options and how they might fit in your portfolio.
Chapter 10 - Play Macro Game
Chapter 10 - Play Macro Game
Today we talk about the importance of keeping an eye on macroeconomic indicators that can affect our investments. We believe in monitoring unemployment rates, interest rates and GDP levels that can affect the broader economy.
Chapter 11 - Build an Investor Network
Chapter 12 - How Investing is Like (and unlike) Blackjack
This week we talk about building a network of other investors to share information with and exchange content from a range of trusted sources.
Chapter 12 - How Investing is Like (and unlike) Blackjack
Chapter 12 - How Investing is Like (and unlike) Blackjack
A recent trip to a casino had us thinking...how are blackjack players like stock market investors. Hint: Short term thinking not helpful for either individual.
About Us
The Planning Model
$99 Service - Promotion
$99 Service - Promotion
We offer a straightforward model for planning and measuring your long term financial objectives. Our "30 Minute Drill" allows anyone to update progress easily and identify areas for improvement.
We are not "industry" advisors focused on fees or commissions. Simply everyday investors who have successfully navigated changing markets for over twenty years.
$99 Service - Promotion
$99 Service - Promotion
$99 Service - Promotion
After participating in our introductory session, clients will receive immediate feedback on current investment approach and a worksheet to begin tracking progress every quarter.
The $99 fee includes a 30 minute information sharing session and a 30 minute follow up to review the worksheet and understand the updating process. Clients can continue with guided updates or continue independently.
Staying Connected
$99 Service - Promotion
Staying Connected
Clients can continue to meet quarterly and review worksheet inputs and progress to short, medium and long term investing goals. As with the initial consultation and follow up, EI Personal Finance does not hold any investor private data. All financial models are built using hypothetical values and percentages. Clients to update all personal information separately.
Sharing Results
$99 Service - Promotion
Staying Connected
EI Personal Finance produces a weeky podcast outlining real life investing activity with updates to portfolio performance. We publish the podcast notes weekly at expressinnovation.ca.
This content will be used to illustrate real time activities and their impact on a live investment portfolio.