Financial Planning Wisdom
LIT FIRE! Create Financial Independence & Retire Early with Lifecycle Investing
You may have heard of FIRE, which is Financial Independence Retire Early, but how do you actually get there? How do you LIGHT your fire? You do it with Lifecycle Investing. It’s the #1 wealth-building strategy for young people to retire early. This investment strategy is based on a concept by two university professors who…
Read MoreWhy Is Inflation Scarier Than a Market Crash?
Inflation is now the #1 fear with “6 in 10 Canadians concerned they might not have enough money to feed their family”, according to an Ipsos poll. Most Canadians have never experienced high inflation. It has been flat at 2% for 3 decades, but jumped to 8% in 2022 and is down to 5% now…
Read MoreFinancial Post Article: This retired man has been living on cash savings – but that’s a mistake.
The Financial Post asked me to review the finances of a retired man making the mistake of living off his cash savings. See how learning to have a higher risk tolerance makes his retirement more comfortable. CLICK THE LINK BELOW TO READ THE ARTICLE BY MARY TERESA BITTI: This retired man has been living on…
Read MoreHow Does a Financial Plan Help You?
In this week’s video I’m interviewed by Kornel Szrejber, founder of the Build Wealth Canada podcast and website, and host of the Canadian Financial Summit. Kornel runs the #1 personal finance podcast in Canada & the Canadian Financial Summit. He has been getting advice from me for awhile when it comes to financial planning and…
Read MoreFinancial Post Article: This couple wants to retire early, but are their government pensions enough?
The Financial Post recently asked me to review the finances of a couple that want to retire. They have a weekly Family Finance section where they ask financial planning experts. If you wonder about the benefits of having a Financial Plan, here is an example. What you will learn: CLICK THE LINK BELOW TO READ…
Read MoreHow to Live Off Your Investments and How Much Do You Need? (Build Wealth Canada Podcast)
I was recently interviewed by Kornel Szrejber on Build Wealth Canada, the podcast that educates Canadians on investing, debt-free living, and how to earn a passive income. In our interview we discuss: I hope you enjoy it! Ed
Read MoreLive Q&A from Canadian Financial Summit 2022
In November 2022 I was a speaker at the Canadian Financial Summit. It is Canada’s #1 online financial summit. Kornel Szrejber who runs the event & the Build Wealth Canada podcast, did a Live Q&A with me for exclusive access pass holders. He gave me a link to this private event, so I could share…
Read MoreHow to Design Your Retirement Income: An Overview
With so much advice on retirement, sometimes it’s hard to know what to do. How do you put all the details together to get the retirement income you want with the minimum lifetime tax? Quite a few people asked me questions about retirement income in response to my last video. In my latest video, you’re…
Read MoreYour FREE passes: See my talks at the #1 online event – Canadian Financial Summit 2022
The online Canadian Financial Summit is coming up the week of October 12-15. It’s the #1 personal finance event of the year. As a reader of the Unconventional Wisdom blog, here are your FREE passes for a limited time. With these FREE passes, you can watch all the talks. You can also offer your friends…
Read MoreWhy You Need A Growth Mindset
If there is one video you should watch of mine – it’s this one. It is my underlying outlook on life and financial planning. This is the outlook that leads to financial success. In my latest YouTube video, you’ll learn about the differences between a fear-based mindset and a growth mindset, and how wealthy people…
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