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Plain English Finance
Tré Bynoe CFP®, CIM®
27 episodes
1 week ago
In this episode of Plain English Finance, Tré Bynoe, CFP®, CIM® breaks down the foundations of smart investing. Joined by Sierra, he walks through the same conversation he has with every new client — what “risk” really means, why most people misunderstand it, and how to build a portfolio that matches both your goals and your comfort level. Tré explains how to think about equity versus fixed income, why the U.S. still dominates global markets, and how to stay calm through inevitable market dro...
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Investing
Business
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All content for Plain English Finance is the property of Tré Bynoe CFP®, CIM® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of Plain English Finance, Tré Bynoe, CFP®, CIM® breaks down the foundations of smart investing. Joined by Sierra, he walks through the same conversation he has with every new client — what “risk” really means, why most people misunderstand it, and how to build a portfolio that matches both your goals and your comfort level. Tré explains how to think about equity versus fixed income, why the U.S. still dominates global markets, and how to stay calm through inevitable market dro...
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/f9/96/57/f9965731-3b25-8162-4f92-5802167db96f/mza_12090336157903131297.jpg/600x600bb.jpg
Ep. 21 | The Right Way to Use Your TFSA
Plain English Finance
36 minutes
1 month ago
Ep. 21 | The Right Way to Use Your TFSA
“Tax-Free Savings Account” is a bad name. It’s an investment account, not a savings jar. In this episode, Tré explains what the TFSA really is, how to use it properly, and how it fits with your RRSP. You’ll learn the real contribution rules (including why withdrawals don’t reset until January 1), why TFSA room is more valuable than a one-time tax break, and the estate move that can add six figures of lifelong tax-free space for your spouse. You’ll learn TFSA vs RRSP—what actually differ...
Plain English Finance
In this episode of Plain English Finance, Tré Bynoe, CFP®, CIM® breaks down the foundations of smart investing. Joined by Sierra, he walks through the same conversation he has with every new client — what “risk” really means, why most people misunderstand it, and how to build a portfolio that matches both your goals and your comfort level. Tré explains how to think about equity versus fixed income, why the U.S. still dominates global markets, and how to stay calm through inevitable market dro...