TK Dale Wealth Podcast
Podcast

TK Dale Wealth Podcast

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Trevor Dale, CFA, founder of TK Dale Wealth brings you The TK Dale Wealth Podcast where he discusses all things money and wealth such as real estate, investing, insurance, debt, estate planning and financial planning. Get up close interviews with and special insights into the world of money and wealth. Trevor has a unique perspective because he runs a portfolio management company, life insurance agency and mortgage brokerage. Very rarely is this level of expertise brought across all three areas at the same time.Portfolio Manager, TK Dale Wealth Management Inc.Life Insurance Agent, TK Dale Wealth Insurance Inc.Mortgage Broker, TK Dale Wealth Mortgages Inc. Lic. #13359

Trevor Dale, CFA, founder of TK Dale Wealth brings you The TK Dale Wealth Podcast where he discusses all things money and wealth such as real estate, investing, insurance, debt, estate planning and financial planning. Get up close interviews with and special insights into the world of money and wealth. Trevor has a unique perspective because he runs a portfolio management company, life insurance agency and mortgage brokerage. Very rarely is this level of expertise brought across all three areas at the same time.Portfolio Manager, TK Dale Wealth Management Inc.Life Insurance Agent, TK Dale Wealth Insurance Inc.Mortgage Broker, TK Dale Wealth Mortgages Inc. Lic. #13359

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More important than the government budget

This is the one data point that is more important than the budget changes. Want to know more? Head over to TKDaleWealth.com Any security or portfolio mentioned are not recommendations, solicitations or financial advice. We do not provide tax or legal advice. This is provided for education purposes only. We recommend that you seek the help of a licensed professional prior to actin on any of this information. We do not warrant or guarantee that any forward looking statement will come true. Basically, this is just someone talking and take it at your own risk. We will not be held liable for any of its contents. Fact check all information in this episode yourself.
Business and industry 1 year
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08:24

What's going on with interest rates?

Is June a rate cut in June in Canada? I don't think it's a done deal. Did you hear about the Swiss National Bank? Did you hear about the Bank of Japan? This is what's happening around the world and as it relates to Canada. Want to know more? Head over to TKDaleWealth.com Any security or portfolio mentioned are not recommendations, solicitations or financial advice. We do not provide tax or legal advice. This is provided for education purposes only. We recommend that you seek the help of a licensed professional prior to actin on any of this information. We do not warrant or guarantee that any forward looking statement will come true. Basically, this is just someone talking and take it at your own risk. We will not be held liable for any of its contents. Fact check all information in this episode yourself.
Business and industry 1 year
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12:14

Financial Plans are Broken. Try the Financial Flywheel.

Why are financial plans broken? Because the don't provide the next steps about how to improve and grow your wealth. Learn about and implement this new financial concept called the Financial Flywheel! Want to know more? Head over to TKDaleWealth.com Any security or portfolio mentioned are not recommendations, solicitations or financial advice. We do not provide tax or legal advice. This is provided for education purposes only. We recommend that you seek the help of a licensed professional prior to actin on any of this information. We do not warrant or guarantee that any forward looking statement will come true. Basically, this is just someone talking and take it at your own risk. We will not be held liable for any of its contents. Fact check all information in this episode yourself.
Business and industry 1 year
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19:22

Financial Education: Jobs Data

We had new job numbers come out. The number of jobs created, unemployment rate and wage growth was reported in Canada and the US. This is how we think about this data as it relates to managing investment portfolios. Want to know more? Head over to TKDaleWealth.com Want to know more? Head over to TKDaleWealth.com Any security or portfolio mentioned are not recommendations, solicitations or financial advice. We do not provide tax or legal advice. This is provided for education purposes only. We recommend that you seek the help of a licensed professional prior to actin on any of this information. We do not warrant or guarantee that any forward looking statement will come true. Basically, this is just someone talking and take it at your own risk. We will not be held liable for any of its contents. Fact check all information in this episode yourself.
Business and industry 1 year
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12:46

Data Points & Financial Education: PMI

We were having issues with the quality of the audio recording however rest assured that the content is quality.  Inside this episode we talk about PMI - The purchasing managers index. Understand how we implement these data into our thinking and construction of portfolios. Want to know more? Head over to TKDaleWealth.com Any security or portfolio mentioned are not recommendations, solicitations or financial advice. We do not provide tax or legal advice. This is provided for education purposes only. We recommend that you seek the help of a licensed professional prior to actin on any of this information. We do not warrant or guarantee that any forward looking statement will come true. Basically, this is just someone talking and take it at your own risk. We will not be held liable for any of its contents. Fact check all information in this episode yourself.
Business and industry 1 year
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06:10

8 Quick Personal Financial Clips

This is not intended to be financial advice and you should seek the help of a licensed professional prior to undertaking any actions.
Business and industry 2 years
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00:16

Retirement Secrets: Make Money - Episode 2

Ever wonder how to increase wealth through making more money? This episode is focused exactly on that.  What are some strategies to increase your pay at work, increase your network and overcome those hurdles to getting the best for you. We look a lot at why people will work so hard for their company's money but not as hard for their own. Plus, where is the loyalty really? Employer or employee?
Business and industry 2 years
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30:08

Retirement Secrets: Financial Flywheel - Episode 1

100's of conversations over 20 years in my career I've seen a lot of financially successful individuals and households. The Financial Flywheel is the culmination of all the success breadcrumbs that I've seen. Join our weekly webinars on Thursdays at 12:15 EST for a quick lunch meeting and get back on your way. Sign up at tkdalewealth.com
Business and industry 2 years
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28:20

$2,000 paid by the government to get a job?

Arizona is offering employees who were previously unemployed and who find a full time job $2,000 if they stay on the job for 10 weeks. Source This is one of the incentives to get people back to work while unemployment benefits are being closed. How does this effect inflation which effects interest rates which effect the stock market? Find out to see how the narrative is changing (or not) at central banks and a number of quotes from executive level management at publicly traded companies on inflation. *Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.
Business and industry 4 years
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08:22

Taper Tantrum or Foreshadowing?

This is the reason markets sold off in July. The markets were positive but volatile this month. Underneath the overall index, there were even more moves in individual sectors. Let's find out why.
Business and industry 4 years
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06:47

How To Benefit From Inflation

In this episode, Trevor Dale, CEO of TK Dale Wealth, gives a quick market update followed by an in depth discussion on the affects of inflation across the 4 Pillars of Wealth and how to benefit from inflation.
Business and industry 4 years
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09:15

Interest rates, global production and portfolio positioning!

What is going on with inflation, global production and currencies? In this episode Trevor Dale discusses the debate that's happening among market participants and the media. Find out more at tkdale.com If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher. *Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.
Business and industry 4 years
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13:40

The Monthly: March 2021

In the March edition of The Monthly, Trevor Dale, CEO of TK Dale Wealth, looks at how COVID is affecting unemployment rates, supply influencers, and movements in the stock and bond market.\r\n\r\nDon't forget to subscribe, watch on YouTube or visit our website at tkdale.com\r\n
Business and industry 4 years
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14:17

Rising Rates & The Effect On Markets

We've seen an abrupt rise in interest rates in the beginning of March. In this episode, Trevor Dale, CEO of TK Dale Wealth talks about the reason why rates are rising, the affect on different sectors and one reason that he believes will affect rates like they did in 2016. Don't forget to subscribe, watch on YouTube or visit our website at tkdale.com
Business and industry 4 years
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12:47

Selling Your Home During COVID

This was a super fun Instagram Live with superstar realtor Gemma Leggett. We talk about what's changed about selling your house during COVID, what's stayed the same and how to drive value up when you're selling but also how to drive value down when you're buying. Want the inside scoop? Check out this video. Don't forget to hit the like button, leave a comment and SUBSCRIBE!!! Find out more about TK Dale Wealth at tkdale.com Video of the interview is on YouTube here: https://youtu.be/Y40vLUJjmAg
Business and industry 5 years
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44:11

Is the economy as good as the markets say it is?

We've had tremendous movement in the stock market this year. We've had a massive sell-off and an incredible recovery. In this podcast I talk about my market outlook, some economic developments and look at your wealth to see if it is in alignment with who you are. Find more podcasts at tkdale.com/podcast
Business and industry 5 years
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19:11

Goal Setting Strategies To Make 2021 Your Best Year Yet

Happy New Year, TK Dale Wealth listeners!  A new year is always an exciting prospect, and this could not be more true after 2020, so how can you make 2021 your best year yet?  In this podcast, I cover one of my favourite topics: goal setting.  We talk about using the 4 Pillars of Wealth to focus your financial goals, using positive and negative reinforcement to motivate you, and setting small milestones to achieve big goals! To receive the digital assets discussed in the podcast, send me an email at info@tkdale.com Let's talk about how to achieve your financial goals for 2021, book a consultation call with me at tkdale.com! If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher. *Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.
Business and industry 5 years
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33:21

Best Month & Are you Wealthy?

In this episode I go over some of the reasons for the strength in the November stock market as well as start along the path to understanding if you're wealthy. Find out more at tkdale.com If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher. *Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.
Business and industry 5 years
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17:36

Incorporating for Realtors - What You Need To Know

You've been growing your realty business, making good money, and bringing in new clients - you may be wondering: what's next for my business?  If incorporating has ever come to mind, this is the podcast for you.  In this episode, I go over the major considerations when deciding whether to incorporate and the team that you should assemble to ensure your success. Find out more at tkdale.com If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher. *Not intended as advice, for educational purposes only. Always seek the help of a licensed professional prior to acting on any of this information. Forward looking statements may not come true nor can we guarantee results.
Business and industry 5 years
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22:49

October 2020 Market Recap

October 2020 was a heavy month, with the US heading towards their federal election and some major selloffs in the market.  All that and more discussed in this episode, including: - cheap interest rates - the job market - the second wave of COVID-19 If you found this podcast interesting, share it with a friend and don't forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.
Business and industry 5 years
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28:09
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