In this episode we flipped the script and interviewed BTB Co-Host Dan McMullen.

It is certain that a lifestyle advantage of being a teacher is having the summer months off. Many teachers take advantage of this and spend time lakeside at a family cottage.

In this episode, Dan shares how he is helping cottagers navigate the new realities of cottage ownership. Capital gains taxes, property taxes and rising maintenance costs are a real threat to cottage ownership.

Being a Licensed Life Insurance Advisor, Dan explains how he is using cash value life insurance to help cottagers put a legacy plan in place to secure the family cottage for generations to come.

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We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

Lifestyle Design is not only about finances, but also about experiencing a life of freedom by trying to mitigate the unavoidable stresses in our lives. Teachers who are part of the "sandwich generation" are often handling the responsibilities of their children and aging parents.

In this episode, Anuja tells about the ways in which she is working with senior clients and helping them get into the appropriate home.
As adult children of seniors, many teachers face the concerns and fears of their parents aging safely in their homes.

A year ago, Anuja launched Seamless Rightsizing: Full-Service Real Estate Support for Seniors. This service provides senior homeowners and their children a streamlined process for what can feel like a daunting task of moving into a home that meets current and future needs.

In today's episode, she tells us about the services, how she's been helping families and some suggestions for adult children in maintaining a positive relationship with their parents throughout the process.

Website: Seamless Rightsizing
Download a free copy of the guide: Am I Ready to Rightsize?
Email: Info@SeamlessRightsizing.ca

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Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

Gabrielle McGill is a Teacher in York Region , and serves as a Head of a Guidance Department in a Secondary School.
Gabrielle bought her first property in the early 2000s and after learning the benefits that comes with owning property, she continued as an investor since.
During COVID, this busy mom of two boys was inspired to dive into real estate on the other side and is now also working as a Realtor with Royal LePage.
Listen in as we talk with Gabrielle about the ways in which her teaching skills have benefited her business and the strategies she uses to make it all work.

Learn more here and follow Gabrielle on Instagram

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Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

Adam Buchnea attended summer camps as a kid and worked at them before becoming an Ontario teacher. He loved working with younger people and helping them develop

In 2013, he and another Phys-Ed colleague turned their passion into a camp they named Rouge Valley Sports Camp. They now have multiple locations running and train and employ many counsellors to work at the various teacher-led sports camps.

Adam's story is a great example of being able to create and build a scalable business based on interest and that aligns closely with the work teachers do in the classroom.

To learn more about Rouge Valley Sports Camp, visit
https://rougecamps.com/

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Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

****
Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

In this eye-opening episode, we dive into the world of investments with the expertise of Chris Molder, a seasoned mortgage broker and Exempt Market Dealing Representative. Chris breaks down the complex differences between exempt and public markets, illuminating how educators can leverage these insights to grow their wealth. Discover the advantages of exempt markets, from their unique benefits to the diverse investment opportunities they offer, including Real Estate Investment Trusts (REITs). Whether you're a financial novice or looking to expand your portfolio, this episode is your guide to making informed investment choices.

Connect with Chris Molder -

Email: cmolder@tridacmortgage.com

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Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

Peter Lount is committed to building processes and collaborations that bring a massive reduction to tax exposure for entrepreneurs & investors.
The outcome is greater momentum and control to clients goals while building a true legacy aligned to family values and principles - all while not having to decide between spending a dollar now or saving for the future.

Tune into this episode to learn more about the Infinite Banking Concept, its benefits and how it can provide a user with more control over their finances.

Connect with Peter:

Return on Life website

Book a Strategy Call

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Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

Pura Vida. The Pure Life.

Rob Break had a successful real estate career in Peterborough when he moved his young family to Costa Rica.
Since then, Rob has learned much about the country and continues to work in real estate as an agent with KRAIN Luxury Real Estate.
He has also helped facilitate purchases for Canadians wanting to invest in Costa Rica.

In this episode, Rob discusses the process of buying from outside of the country, the differences in how properties are purchased and the opportunities available for investors who want to include spending time in Central America as part of their lifestyle design.

Connect with our guest:

Rob Break, KRAIN Real Estate

The Breakthrough Podcast

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Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com

Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca