81 episodes

Canadian Wealth Secrets Podcast [Formerly Invested Teacher Podcast]

Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future?

Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. 

Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows you to live a truly wealthy life; a life on your own terms.

Canadian Wealth Secrets is a show focused on growing wealth to strengthen all five (5) pillars of a good life including health, family, finances, work, and play. We seek to ensure that you have a foundational financial plan in your life including Canadian investment, tax, and insurance strategies so that you can focus more of your time and attention on the other important pillars of life. 

Tune in every Wednesday as we uncover unknown strategies that allow you to protect your profits from income taxes, safely compound your investments more predictably, and help you take your high net income and create a wealthy lifestyle while creating a legacy that lasts. 

Before you can start on your own unique wealth building journey, you have to determine what a wealthy life looks like for you. 

Get started by listening to Episode #38: Clarifying Your Life’s Why So You Can Achieve Your Dream Lifestyle.

Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Canadian Wealth Secrets Kyle Pearce, Jon Orr

    • Business
    • 4.9 • 15 Ratings

Canadian Wealth Secrets Podcast [Formerly Invested Teacher Podcast]

Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future?

Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. 

Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows you to live a truly wealthy life; a life on your own terms.

Canadian Wealth Secrets is a show focused on growing wealth to strengthen all five (5) pillars of a good life including health, family, finances, work, and play. We seek to ensure that you have a foundational financial plan in your life including Canadian investment, tax, and insurance strategies so that you can focus more of your time and attention on the other important pillars of life. 

Tune in every Wednesday as we uncover unknown strategies that allow you to protect your profits from income taxes, safely compound your investments more predictably, and help you take your high net income and create a wealthy lifestyle while creating a legacy that lasts. 

Before you can start on your own unique wealth building journey, you have to determine what a wealthy life looks like for you. 

Get started by listening to Episode #38: Clarifying Your Life’s Why So You Can Achieve Your Dream Lifestyle.

Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

    Are You On the Right Path for Financial Independence, Retire Early (FIRE)? [Secret Sauce Ep1]

    Are You On the Right Path for Financial Independence, Retire Early (FIRE)? [Secret Sauce Ep1]

    Are you truly prepared for financial independence, or could the FIRE movement be leading you astray?In this “Canadian Wealth Secret Sauce” episode of the podcast, we dive into the weeds of the FIRE movement (Financial Independence, Retire Early) and question the practicality of living “financially free” while in the lowest Canadian tax bracket. If you’re aiming for financial freedom but uncertain about the steps that can get you there, this episode addresses the critical issue of accurately d...

    • 12 min
    Unlocking Income Tax Secrets: Transforming Equipment Purchases Into Tax Deductions and Tax-Free Income

    Unlocking Income Tax Secrets: Transforming Equipment Purchases Into Tax Deductions and Tax-Free Income

    Ever wondered if there's a smarter way to arrange ownership of the equipment necessary for your incorporated business to operate while creating additional tax advantages for your corporation and yourself, personally?Well, there is!In this episode, Frank McGillicuddy will be sharing some Canadian Wealth Secret Sauce as we unpack a creative and compliant entity structure that will allow your incorporated business to create more tax deductions for itself while the shareholders create tax-free or...

    • 48 min
    Your Net Worth Really Isn’t Your Real Net Worth: How to Create a Wealth Management Strategy and Estate Plan That Works

    Your Net Worth Really Isn’t Your Real Net Worth: How to Create a Wealth Management Strategy and Estate Plan That Works

    Do you have a blurred understanding of what your true net worth or net wealth really is?After digging into articles and resources across the web, it is clear that many Canadians have a misguided or incomplete understanding of what their true net worth or net wealth really is. If you’ve been following the basic formula of assets minus liabilities to calculate your net worth, then it is highly likely that the resulting value is inaccurate and ultimately useless for your financial wealth ma...

    • 33 min
    Retirement Plan Reimagined: Canadian Strategies for Maximizing Your Golden Years

    Retirement Plan Reimagined: Canadian Strategies for Maximizing Your Golden Years

    32% of Canadians are approaching retirement with no savings. Is your retirement strategy safeguarded for the future? Will your investment portfolio hold up? Could you aim for higher rewards while minimizing risk? As more Canadians face the uncertainty of retirement without traditional defined benefit pension plans, understanding your options is crucial to secure a comfortable future. As a real estate investor, small business owner, or entrepreneur, safeguarding your assets...

    • 43 min
    From Business Burnout to True Traction: An Entrepreneurial Roadmap for Scaling Your Greatest Investment

    From Business Burnout to True Traction: An Entrepreneurial Roadmap for Scaling Your Greatest Investment

    Do you ever feel like your passion for entrepreneurship is leading you down a path of burnout?In this episode, we take a trip into Ian Murray's journey from young Canadian entrepreneur to successful, burned out business owner and the steps he took to help overcome this challenge. His experiences navigating long hours, health crises, and the importance of finding balance offer valuable insights for anyone struggling with the demands of entrepreneurship or their careers.Hit play on your podcast...

    • 42 min
    Crossing the Corporate Veil: Tax Planning For Canadian Business Owners

    Crossing the Corporate Veil: Tax Planning For Canadian Business Owners

    Are you tired of the salary vs. dividends debate for Canadian incorporated business owners? In today’s episode, we’ll dig deeper into the land of personal and corporate tax minimization strategies to uncover some Canadian Wealth Secrets to tax-free or tax-optimized income from your corporation.As incorporated entrepreneurs and investors, we are tirelessly working to optimize our businesses to increase income and reduce expenses - typically re-investing our profits back into our own busin...

    • 44 min

Customer Reviews

4.9 out of 5
15 Ratings

15 Ratings

SaySomethingFool ,

Sincere & Honest

Had a great conversation with Jon and Kyle about what to do with rental property and LLC. Asked a lot of good questions to help me think through pros and cons of process.

Thank you!

Chris S. Shore ,

Inspiring

These invested teachers have inspired this retiring teacher to diversify my portfolio to include rental properties. They give very practical advice to us common folk on how to build wealth safely and steadily. I can't wait to listen to more episodes.

JCRiley09 ,

I finally understand personal finance

Love the thought behind the pod! The early episodes inspired me to really dig further in to personal finance and I’ve made huge changes in my savings habits since then (pay yourself first!).
That said, I know real estate is y’all’s wheelhouse, but maybe bring on some experts who can talk retirement accounts and diversifying investments? Not everyone is willing to take on the risk and labor necessary for real estate investment.

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