Archive for May 2018

Listen to my 7-minute podcast interview “Minimize Tax on Retirement” on the Moolala Show on SiriusXM Radio by the very lively Bruce Sellery. I discuss the 6 best strategies to minimize tax on  your retirement income. Bruce Sellery is a business journalist, TV host and professional speaker. He is the author of two bestselling books,…

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It’s the hot new debate: do you invest your money through a robo-advisor, or seek out a human one to take care of your investments? Read my interview by Kathryn Kyte from Yahoo Finance Canada here: Is a robo-advisor right for you? I offer a robo-advisor service if you want a Financial Plan or Plan Discussion from me…

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