TK Dale Wealth Podcast

Trevor Dale

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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...

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Recent episodes

  • More important than the government budgetApr 17, 2024 · 8 min
  • What's going on with interest rates?Apr 12, 2024 · 12 min
  • Financial Plans are Broken. Try the Financial Flywheel.Apr 8, 2024 · 19 min
  • Financial Education: Jobs DataApr 5, 2024 · 13 min
  • Data Points & Financial Education: PMIApr 4, 2024 · 6 min
  • 8 Quick Personal Financial ClipsNov 2, 2023 · 0 min
  • Retirement Secrets: Make Money - Episode 2May 2, 2023 · 30 min
  • Retirement Secrets: Financial Flywheel - Episode 1Apr 27, 2023 · 28 min

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