Kurtismycfo

Kurt was featured in a recent article on Common Cents Investing answering some questions about financial advice, the financial service industry, and interest rates. (Article no longer available).

“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, give it a read and let me know your thoughts. Read more.

Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in order to reach our financial goals and produce the best results. Join Liz West and Kurt Rosentreter as they discuss how to prioritize financial goals to ease decision making.

Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions are gone, 60-year-olds still have mortgages, kids live at home as parents retire and many people feel that they won’t ever have enough saved to retire at all. Join Liz …

Personal Investment Strategies | How Much Do I Need to Retire? (Podcast) Read More »

There are presently thousands of products available for purchase for your Registered Retirement Savings Plan (RRSP) and other investing needs. Exchange-Traded Funds (ETFs) have quickly moved to the forefront for many investors. During this podcast, Liz West and Kurt Rosentreter explain what ETFs are and discuss why they are the product of choice for many …

ETFs for Long Term Financial Prosperity (Podcast) Read More »

If you are the primary income earner for a family that includes dependents and you die, your family will no longer have your income to pay the bills. Life insurance is a safety net that provides money to replace lost income after death. Life insurance can also serve business needs to provide liquidity money on …

Understanding Life Insurance | How to Choose and Purchase Life Insurance (Podcast) Read More »

Poor estate planning can leave our family members battling over money, property and goods like the artwork on our walls when we are gone. Inadequate estate planning can also result in thousands more in income tax paid at death, leaving our heirs with less. In this episode of Future Forward, Kurt Rosentreter and Liz West …

How to do Estate Planning | Issues and Solutions (Podcast) Read More »

Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal investing can be intimidating, confusing and stressful. Join Liz West and Kurt Rosentreter as they discuss six simple steps each of us can take to meet our financial goals.

Kurt was interviewed for The Globe and Mail to discuss different investment types for Canadians. Read the article.