Retirement Income

Q&A from Canadian Financial Summit (podcast)

Your questions from the Summit are answered here! The biggest online personal finance conference in Canada is the Canadian Financial Summit, which was a few weeks ago. I was interviewed for 2 intriguing talks: How to Easily Outperform Investment Advisors & Robo-Advisors The High Risk of Bonds: Are Bonds Actually Safe Investments? Here are my answers to…

Read More

The High Risk of Bonds (podcast on The Maple Money Show)

The High Risk of Bonds https://maplemoney.com/podcast/high-risk-bonds/ I was recently interviewed by Tom Drake on The MapleMoney Show, the podcast that helps Canadians improve their personal finances to create lasting financial freedom. Most investors see bonds as a safe place to put their money, but conventional wisdom may be deceiving. Investing in bonds can actually put…

Read More

How to Easily Outperform Investment Advisors & Robo-Advisors

Investment advisors and robo-advisors have a massive disadvantage – they are short-term thinkers. You can easily outperform them by learning the skill of long-term thinking. Short-term thinking leads them to select suboptimal investments and focus on the wrong risk. You can clearly see this because nearly all investment advisors and robo-advisors do the “4 Performance…

Read More

Demystifying Pensions – Podcast on Explore FI Canada

If pensions have you confused, this episode’s for you! I was interviewed on a fun podcast with Chrissy and Money Mechanic from Explore FI Canada answering questions from a listener named Kate about her pension. Kate asked her questions in an entertaining way that showed her frustration with not understanding her options. We discuss DC…

Read More

How to Easily Outperform Investment Advisors & Robo-Advisors

Understand how long-term thinking, having a Financial Plan, and unconventional wisdom can help you EASILY outperform both investment advisors and robo-advisors. Fun podcast with Chrissy & Money Mechanic of Expore FI Canada: On this episode, financial planner Ed Rempel tells us how to easily outperform investment and robo advisors. (Hint: it’s simpler and easier than you think—no…

Read More

Minimize Taxes on Retirement Income (on Tangerine.ca)

Very well-written and insightful interview and article on Tangerine.ca by Robin Taub. Worth reading. A couple quotes: “The key to minimizing taxes on retirement income is careful planning, and this normally starts years or even a decade or two before you retire.” “In retirement, your taxable income can be very different from the cash you…

Read More