TK Dale Wealth Podcast

Trevor Dale
  • 5.0 (1)
  • Investing

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

Episodes

  1. 04/17/2024

    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.

  2. 04/12/2024

    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.

  3. 04/08/2024

    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.

  4. 04/05/2024

    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 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.

  5. 04/04/2024

    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.

  6. 05/02/2023

    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? 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.

  7. 04/27/2023

    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 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.

  • 7 Episodes

Ratings & Reviews

About

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

Information

  • Creator
    Trevor Dale
  • Years Active
    2019 - 2024
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © 2026 TK Dale Wealth Podcast
  • Show Website
    TK Dale Wealth Podcast