Archive for June 2024
How To Have a Long Lifespan, Healthspan & Wealthspan With 3.0 Level Thinking
How long should you expect to be retired? You want your money to last the rest of your life. How long will you live? What quality of life will you have? What will your lifestyle cost you when you are older? What if you could: 1. Live longer (long lifespan). 2. Be healthy longer (long…
Read MoreHow To Create a Financial Plan That Is Your Life Plan – Interview with Kornel Szrejber
I recently worked with Kornel Szrejber, host of Canada’s #1 financial podcast “Build Wealth Canada,” on his family’s financial plan, so he could feel confident about his retirement. Kornel retired in his 30s, but he was starting to feel anxious because he wanted to make sure he wasn’t overspending. This YouTube interview and podcast episode…
Read MoreNational Post Article: A single dad nearing retirement hopes to fund daughter’s education and his golden years
The National Post asked me to review the finances of a single dad nearing retirement who hopes to fund his daughter’s education in his golden years. The 55-year-old is a health-care professional and earns about $210,000 annually before tax. Since January, in addition to his current employment income, John has been receiving a pension of…
Read MoreHow to Successfully Implement the Smith Manoeuvre (Podcast with Ed Rempel)
You know the basics about the Smith Manoeuvre. It’s a big decision. Here is a discussion of the big issues. Listen to my new podcast with Sean Cooper from BurnYourMortgage.ca . Here is the link: How to Successfully Implement the Smith Manoeuvre with Ed Rempel We discuss: • Why should you consider the Smith Manoeuvre?•…
Read More