Educational Videos
Listen as Kurt and other global experts talk about the state of the investment markets, tax planning, retirement, investing strategies, estate planning, insurance and more. Videos are updated regularly so check back periodically or sign up for Kurt's E-newsletter on the home page to be notified when new videos are posted.
Disability Insurance with Kurt Rosentreter
January 2014
Kurt talks about the key characteristics of disability insurance, what disability insurance is, why it is important and how to design a good policy. He also explains why your employer's coverage is rarely the best choice to protect you thoroughly.
Goal Planning with Kurt Rosentreter
January 2014
Kurt talks about how everyone's financial plan centres around personal and financial goals. He describes how to complete short term and long term goal planning, attach time lines and put dollar amounts on each goal. He also addresses how to prioritize goals when you cannot do them all or partners disagree.
Financial moves to make in your 30s and 40s
March 14, 2012, The Globe and Mail
Expert: Kurt Rosentreter
Part three in Kurt’s look at the financial future of 30-year-olds in Canada today.
Where should you be financially in your 30s and 40s? Kurt outlines the ideal financial situation at this age, and provides tips on how to get there.
Saving too little and spending too much
March 7, 2012, The Globe and Mail
Expert: Kurt Rosentreter
Part two in Kurt’s look at the financial future of 30-year-olds in Canada today.
Examining the tendency of many young Canadians to live beyond their means, Kurt focuses on the importance of looking ahead financially.
Why today’s 30-year-olds are in trouble
February 1, 2012, The Globe and Mail
Expert: Kurt Rosentreter
Part one in Kurt’s look at the financial future of 30-year-olds in Canada today.
Kurt explains the reasons why many of Canada’s 30-year-olds are headed for trouble financially.
Common mistake: Too much real estate debt
December 18, 2009, The Globe and Mail
Expert: Kurt Rosentreter
Kurt offers advice on building a solid family budget, and sheds light on common financial mistakes to watch out for when doing so.
How insurance keeps you afloat
November 17, 2009, The Globe and Mail
Expert: Kurt Rosentreter
Kurt discusses the differences between life, disability, and critical illness insurance, looking at the costs and benefits of each.
Stocks for the Long Run and Long Term Returns
October 10, 2009, ClientInsights
Expert: Professor Jeremy Siegel
Jeremy Siegel, Finance Professor at the Wharton School of Business, discusses his famed book 'Stocks for the Long Run' and his views on long term returns.