The Bank Account Set Up I've Used to Save $50,000 - Checking, Saving & Investment Account Breakdown

Поделиться
HTML-код
  • Опубликовано: 29 дек 2024

Комментарии • 100

  • @stephandden
    @stephandden  3 года назад +5

    What does your bank account set up look like? Let us know! ⬇️

  • @NatashaAnita14
    @NatashaAnita14 3 года назад +5

    It's like this channel can read my mind - I was just thinking of branching out of my current accounts. Great video!

    • @stephandden
      @stephandden  3 года назад +1

      Woo, we're glad to hear that! 😊

  • @allxiee
    @allxiee 2 года назад +9

    This is so helpful! Thank you! As a 16 yr old almost done highschool and will have to move out! This is incredibly helpful, thank you!

    • @stephandden
      @stephandden  2 года назад

      So glad this was helpful! 😊

    • @allxiee
      @allxiee 2 года назад +1

      @@stephandden do you think that a 16 yr old in Canada could open an account with eq bank? If so, I'd love to use ur link

    • @asoka2000
      @asoka2000 Год назад +1

      ​​​​@@allxiee No, I think you have to be at least 18 yrs. old, because Canada laws says you can't open a TFSA account until you're 18 yrs.old and EQ offers TFSA. It's best to call them, they might allow you to open up at least a high interest savings account.

  • @derangedone13
    @derangedone13 5 месяцев назад

    I have the TD chequing account that waives the all banking fees AND the annual fee of the TD First Class Visa Infinite card if you keep $5000 in your account. I've done the math and between the cc annual fee saved ($139) and the cashback/Rewards I get (last year I got $477.55 in free merch using Rewards), keeping that $5k in my checking saved me $616. That's a 12% "return" on my money, which beats the market average, so it works for me to have that money sitting there. 😊

  • @EmmanuelMotelin
    @EmmanuelMotelin 3 года назад +1

    I find using a premium chequing account useful! Generally, you have to leave a specified balance to waive all the fees including an annual credit card fee!

    • @stephandden
      @stephandden  3 года назад

      That's good to know! Thanks, Emmanuel 😊

  • @matthewwyatt8378
    @matthewwyatt8378 3 года назад +3

    Love the transparency, you guys inspired my Wealthsimple Journey
    ☺️

    • @stephandden
      @stephandden  3 года назад

      Woo, we love to hear it! 😊

  • @missyqureshi
    @missyqureshi 6 месяцев назад

    been here in Canada for 5 years and had no idea I had to keep a minimum amount with my bank. Didn't even realize I was paying monthly fees for my checking account until you mentioned it. Thank you for this video!

    • @stephandden
      @stephandden  6 месяцев назад

      We're happy that you saw this video! Thank you for watching + for your comment 😊

  • @JadenHercules
    @JadenHercules 3 года назад +5

    You convinced me to get Mint! Biggest issue is I don't enjoy having my phone flooded with apps and my phone is pretty antiquated so anytime I'm working, I don't use it as much. But it seems like a helpful way to monitor any spending I do. Thanks!

    • @stephandden
      @stephandden  3 года назад +1

      Amazing!! We hope you like it - it definitely helps us monitor and stay organized 😊

    • @JadenHercules
      @JadenHercules 3 года назад

      @@stephandden For sure! Appreciate all of the insight you both have given me and others!

  • @eddydawood3054
    @eddydawood3054 Год назад +1

    Hi do you have to pay tax on intrest earned in Eq bank saving account, can you house it in TFSA to take advantage of savings on taxes

  • @divyeshparmar5723
    @divyeshparmar5723 9 месяцев назад

    'm new to Canada, and your videos are very helpful for me.. thank you guys

    • @stephandden
      @stephandden  9 месяцев назад

      We’re so happy to hear that 😊 thanks for watching!

  • @iamarjunumashankar
    @iamarjunumashankar 3 года назад +9

    I saw your other video about TD e-series, and I did the same. Really helps to know more from you. Thank you so much for your content 😄

    • @stephandden
      @stephandden  3 года назад

      Amazing - thanks so much for watching, Arjun! 😊

  • @thebusinessgal
    @thebusinessgal 2 года назад +2

    Question! I'm looking to open an EQ account because they seem great & no fees. HOWEVER they don't offer a debit card and sometimes we do need to be able to access physical cash. I don't want to bank with the big 5 anymore and pay monthly fees for nothing, but I guess I'd need another bank to have a chequing account with to be able to access cash on top of a savings account with EQ. What other banks do you recommend to avoid monthly fees, but still access cash/all benefits of a regular chequing account?
    Thanks :) PS really loving your content - I've been binging it all morning!

    • @stephandden
      @stephandden  2 года назад

      Hey Chantal! Great question - Dennis has been using Simplii Financial for their chequing account (which gives you the debit card!) for a few years now and it's been great - the account is no fee, and they have a bonus of $350 right now for signing up www.simplii.com/en/special-offers/no-fee-chequing-account.html?utrc=A204:1&&click_id=13987806&finteltag=a-27929b-25607c- Hope that helps (and thank you!) 😊

  • @Realcarlos
    @Realcarlos 9 месяцев назад

    What’s the age requirement for an EQ personal account? Thanks

  • @jeffkaczmarek
    @jeffkaczmarek Год назад

    Hi Steph, thanks for the video. Could you keep your emergency fund/potential investments in your TFSA? What would be the pros and cons to that if you can?

  • @brent6518
    @brent6518 Год назад

    To clarify, you transferred your TD TFSA to Wealthsimple?

  • @alishajagnarine486
    @alishajagnarine486 9 месяцев назад

    I'm looking to build my wealth and would love to follow your steps. Is there an update for this video?

    • @stephandden
      @stephandden  9 месяцев назад +1

      Great timing - we’ll actually be posting an updated version of this video next week! 😊

    • @alishajagnarine486
      @alishajagnarine486 8 месяцев назад

      @@stephandden I love this, thank you!

  • @rahelabebe4
    @rahelabebe4 3 года назад

    Hi there. Did that updated video ever come out re: Simplii and other no fee chequings accounts? Can't seem to find it.

    • @stephandden
      @stephandden  3 года назад +1

      Hi Rahel! Not yet, no! We might end up releasing that in the new year 😊

    • @rahelabebe4
      @rahelabebe4 3 года назад

      @@stephandden looking forward to it. Thank you for all the great information you both share. I’m new to all this and you guys have been such a pillar for me. Wishing you all the best!

  • @4kemz
    @4kemz 3 года назад

    Thanks Steph! This is superr! Look forward to hearing about what credit cards you use as well.

    • @stephandden
      @stephandden  3 года назад +1

      😊 credit card content coming soon!

  • @esmielawrenceoly2845
    @esmielawrenceoly2845 Год назад

    Did I make a mistake? I used one of your links that said $150 for signing up, I signed up but did not get the $150. Did I misunderstand you?

  • @myriamgagnon68
    @myriamgagnon68 3 года назад +3

    Love your videos, would like to see you talk more about ecoconscious banking, ESG investing and making sure your money isn’t used to fund fossil fuels and instead invested in actually sustainable businesses :) really not many videos on that subject out here on youtube !

    • @stephandden
      @stephandden  3 года назад

      Hey Myriam! It's definitely not something that's talked about frequently - we'll keep that in mind for a future vid 😊

  • @AshrutNarula
    @AshrutNarula 3 года назад

    Look into the TD Every Day Chequing Account too - no monthly fees if you keep an over $3K balance at the end of every day.

    • @stephandden
      @stephandden  3 года назад

      Thanks for the suggestion!

    • @rhymeswithbinda5166
      @rhymeswithbinda5166 3 года назад +1

      Mmm I would still be wary abput keeping 3k in a chequing account thats not growing...

  • @thinkpassiv
    @thinkpassiv Год назад

    Mint will be gone soon! What are you going to use after January 2024?

  • @pams450
    @pams450 2 года назад

    What're your thoughts on the Neo Financial's savings account offering 1.3%?

    • @stephandden
      @stephandden  2 года назад

      We love Neo Financial! We still have the EQ Bank HISA, but use the Neo cash back credit card 😊

  • @Camiloqz
    @Camiloqz 3 года назад +3

    I wish this type of content was available before, like many I had to learn the hard way and now I feel more confident managing, investing and budgeting my money 👍🏻 thank you Steph ! Great video !

  • @lee-13
    @lee-13 Год назад

    Hi! Can we get an update?

  • @elizabethojesekhoba294
    @elizabethojesekhoba294 3 года назад +2

    Thank you for sharing Steph. Just wondering how the taxes would work on the interest income received at the end of the year? does that hinder one from saving as much?

  • @natashaburke1500
    @natashaburke1500 3 года назад

    Okayyy but can we just sit down and you tell me which buttons I should click and what to put where. I’m saving, but my money just isn’t working for me. Ya kno?

    • @stephandden
      @stephandden  3 года назад

      Hey Natasha! We feel you - our 'Every Money Account Explained' video is more high level and may help - also the platform walk through videos, like EQ Bank and Wealthsimple may be more hands on for you too 😊

  • @diegocortes304
    @diegocortes304 3 года назад

    This is dope, thanks!

    • @stephandden
      @stephandden  3 года назад

      🙌🏾🙌🏻 Thanks, Diego!

  • @wassaapRA
    @wassaapRA 3 года назад

    Great video as always! Considering you may want to get into Real Estate in the future I'm wondering why you wouldn't consider opening an RRSP with Wealth Simple? I'm looking to take benefit of the Home Buyers Plan in the next couple years so my investing is more in my RRSP vs TFSA. Thoughts on this?
    Thanks :)

    • @stephandden
      @stephandden  3 года назад +1

      Hey! Thank you 😊 We talked about that in our past RRSP video (called 'RRSP Explained: What You Need To Know Before The 2021 Deadline, The Home Buyers Plan & RRSP vs TFSA!')

    • @wassaapRA
      @wassaapRA 3 года назад

      @@stephandden thanks! I'll check it out 🙂

  • @Rebel-ct2pq
    @Rebel-ct2pq 3 года назад

    Do you contribute to an employer sponsored retirement plan? If so, do you get a match?

    • @stephandden
      @stephandden  3 года назад

      I became eligible for an employer match program not long ago, but I have a bit in there! Den has been contributing for a longer time frame 😊

  • @adventurousbec
    @adventurousbec 3 года назад

    We have the same TFSA investing goals

    • @stephandden
      @stephandden  3 года назад

      🥳🥳 the best type of goals!

  • @LKMMcLaw
    @LKMMcLaw Год назад

    Banks like it when you have everything linked because they can try to to convince you to relocate allocated fu ds that are growing in one account for other purposed!

    • @stephandden
      @stephandden  Год назад

      Hey Leah! We couldn't agree more - one of our recent videos titled 'Stop Using Big Banks (You're Losing Money)' - really dives deep into the world of big banks and where you should re-consider using them 😊

  • @RonMashate
    @RonMashate 3 года назад +4

    Wow... Had no idea TD required a minimum $4000 in a chequing account to avoid a fee! Certainly doesn't benefit customers, when they could be earning a return on that money if it were invested.

    • @iamarjunumashankar
      @iamarjunumashankar 3 года назад +1

      Yeah they have that policy. I recently switched to TD and the requirement was that I need 4k $ in my CHQ account to avoid a monthly fee. One advantage is that if you're on a work permit, you have 6 months time to accumulate 4k in your CHQ account and you won't be charged a fee during those 6 months.

    • @JadenHercules
      @JadenHercules 3 года назад +1

      I didn't know about the 4k in chequing to avoid any fees. They never shared that info with me, or at least if they did - I forgot. However, I think it's an outstanding feature! BMO has the same, but they also have it where if you have 4k in savings, you avoid the monthly fee too.

    • @stephandden
      @stephandden  3 года назад

      @@iamarjunumashankar That's great there's a buffer period!

    • @stephandden
      @stephandden  3 года назад

      Exactly how we feel!

    • @stephandden
      @stephandden  3 года назад +1

      ​@@JadenHercules It's definitely nice that there's a way to avoid fees - but there are also other banks that have no minimums for people who aren't able to keep that amount of money there (or would rather invest the difference) - overall the important thing is the knowledge to make the best choice for you! 😊

  • @karlat4507
    @karlat4507 3 года назад

    Why did you spell chequing like that?!

    • @stephandden
      @stephandden  3 года назад +1

      It's the American way - just gotten in the habit of spelling it that way. 😊

  • @CL3ARHOUSE
    @CL3ARHOUSE Год назад

    Mint might sell your data, id double check

  • @andrewmeacham5187
    @andrewmeacham5187 3 года назад +1

    Second view.

    • @phaldaz
      @phaldaz 3 года назад +2

      Lol relax

    • @stephandden
      @stephandden  3 года назад

      🥳🥳🥳 so quick!!

    • @andrewmeacham5187
      @andrewmeacham5187 3 года назад

      @@stephandden Very much have enjoyed both of your videos. Keep 'em coming!

  • @Linda.Rose2014
    @Linda.Rose2014 3 года назад +1

    Speak Slowerrrrrrrrr!!! Lol I love your content but this one especially sounds like your rushing through it 🥸

  • @thrillhouse9633
    @thrillhouse9633 2 года назад

    $50000 isn’t that much

    • @stephandden
      @stephandden  2 года назад

      It’s all about perspective! Isn’t that much for who? At what stage of life? Either way, the amount isn’t the point of this video 😊

    • @profitsoverpeople4777
      @profitsoverpeople4777 2 года назад

      It's more then most people and it all depends on your spending habits and it's actually great that she has this amount at a young age

  • @musicworship4520
    @musicworship4520 Год назад

    Wow this presentation was pretty annoying.

  • @2484moon
    @2484moon 3 года назад

    I couldn’t use wealthsimple bc they asked first hand about the USA security number and I’m in Canada ..may you help me

    • @stephandden
      @stephandden  3 года назад +1

      Hey Iman! That's weird - Wealthsimple is a Canadian platform. Have you tried again? 😊

  • @daishi15
    @daishi15 2 года назад

    Borrowell is a window into Equifax, Creditkarma is a window into TransUnion

  • @cindyxc.
    @cindyxc. Год назад

    i want to save for emergency fund, should I open a regular high saving account (eq @2.5%) or a high saving tfsa (eq @3%)? I’m thinking tfsa since it’s higher in interest and it’s tax free? am I understanding the accs wrong pls help 🥲