Investment Wisdom
“Fake Financial Plans” Podcast on the Alain Guillot Show
Fun podcast and enlightening questions on the Alain Guillot Show. Topics: How to recognize a “Fake Financial Plan”. If you are a new immigrant to Canada or a Millennial, where do you start to get finances on track? How tax planning tells you whether to invest in a TFSA or RRSP. Why a financial plan…
Read MoreListen 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 topics: Dividend investing vs. growth investing. Self-made dividends. Retirement income withdrawal strategies to maximize your retirement reliably. Rising interest rates…
Read MoreIs 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 on a few rules of thumb handed down from one…
Read MoreMinimize Tax on Retirement (SiriusXM Radio podcast)
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,…
Read MoreIs 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 want a Financial Plan or Plan Discussion from me…
Read MoreThe 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 be taxed on once you retire. You can decide:…
Read MoreAre you using your TFSA to its full potential?
Read the Globe & Mail article here. Ed
Read MoreCan we retire now? Ed Rempel tests retirement income rules of thumb
John and Jennifer (Jen) are 62 and want to retire comfortably soon. Can they retire now? They want to know how to set up their retirement income to give them the maximum income that will be reliable for the rest of their life. Will common rules of thumb about retirement income help them? They have…
Read MoreListen to my first podcast!
I am very excited to have my first podcast with the incomparable Kornel Szrejber. Kornel is Canada’s #1 financial podcaster and the best interviewer I know. I am a reader, myself, but have learned there is a huge audience of educated, intelligent listeners for podcasts. To see how podcasters are different, an ideal video is only…
Read MoreRead my article in Money.ca Magazine: Understanding the Differences Between Financial Advisors and Brokers
This article from Money.ca Magazine: As a fee-only financial advisor, I am surely biased to this type of advisor. I do think everyday investors are much better off if they have someone in their corner who is recommending a particular investment product because it actually is the best product for them, given their circumstances and…
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