FIRE (Financial Independence, Retire Early)
When Can I Retire With the Lifestyle I Want?
When can I retire with the lifestyle I want? That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years. They want financial freedom. It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own. Creating…
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 MoreInterview With Ed Rempel, Canadian Financial Advisor and Commentator by Exeleon Magazine
Exeleon Magazine recently interviewed me on the different retirement and financial planning strategies that I’m an expert on and consult my clients on. As a CFP, CPA, CMA and certified hedge fund specialist, I help you create financial independence with effective methods that go against the grain. In my three decades of experience, I’ve seen…
Read MoreTenant for Life by Choice: 5 Steps to “Tenant Freedom”
Many people today feel they have no choice but to be a tenant, however, what if you actually choose this? You can choose to be a tenant forever and it can be a great life! I’m going to introduce you to the concept of “Tenant Freedom,” to show you how great of a life it…
Read MoreHow To Live Off Your Investments and How Much Do You Need? BuildWealthCanada Podcast featuring Ed Rempel
How much do you need to be financially independent? That is just one of the many questions posed by Kornel Szrejber of Build Wealth Canada. He recently interviewed me for his podcast, where I go into depth about financial planning practices I use with my clients, as well as complex tax questions. You can watch…
Read MoreFinancial Post Article: Freedom 55? Statistics professor gambles his way to Freedom 43
The Financial Post asked me to comment on the investment strategy of a Statistics professor who retired at age 43 with a side hustle that uses statistical modelling to primarily bet on sports. The FIRE movement is dedicated to retiring young, which stands for “financial independence, retire early.” Many of these people come to me…
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