Listen to my new podcast – Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies

Listen to my new podcast – Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies

Listen to my new podcast with the incomparable Kornel Szrejber. Kornel is Canada’s #1 financial podcaster and the best interviewer I know. This podcast “Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies” includes these...
Is Typical Retirement Advice Good Advice? – Testing Retirement Rules of Thumb (As seen in Canadian MoneySaver)

Is Typical Retirement Advice Good Advice? – Testing Retirement Rules of Thumb (As seen in Canadian MoneySaver)

You want to retire soon. How should you setup your retirement income? You talk with some friends, read about it on the internet, and talk with a financial advisor. Are you actually getting good advice? When it comes to retirement income, most financial advisors rely...
Is a robo-advisor right for you?

Is a robo-advisor right for you?

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...
The 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)

The 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)

You will have a lot more tax saving opportunities after you retire than before. If you get a salary, you may have limited tax deductions or tax saving strategies. When you retire, it is completely different. You can essentially determine the amount of income you will...
When can I Retire with the Lifestyle I Want? (As seen in October 2017 issue of Canadian MoneySaver)

When can I Retire with the Lifestyle I Want? (As seen in October 2017 issue of Canadian MoneySaver)

Financial freedom. It is what we really want. The most common questions I am asked are about retirement and financial freedom. For example: Jonathan (age 29) – I want to retire very young and very comfortably. How can I achieve that? Emma (age 34) – What do I have to...

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