Retirement Income
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 MoreCreating the GPS to Financial Freedom (Video from “4 Pillars of Entrepreneurship Summit”)
Excellent video that summarizes our practice. It’s worth your time to understand: The profound change in your life a Financial Plan can give you. How Unconventional Wisdom creates very different and far more effective advice for you. I was recently interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about…
Read MoreMinimize 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 MoreWhy aggressive stock investors should take CPP early (MoneySense by Jonathan Chevreau)
Very interesting article on MoneySense by Jonathan Chevreau. Every article I have ever read (other than this one and mine) about whether to start CPP at 60, 65 or 70 misses one of the 2 main factors – how you invest. If you take CPP early, you can take less from your investments. Will they…
Read MoreThe 6 Best Strategies to Minimize Tax on Your Retirement Income (Video of MoneyShow talk)
I am pleased to announce that the MoneyShow has posted the video of my talk. Many people have asked me where they can see it again. These are not just tax tips. These are the 6 big strategies to save you thousands in tax throughout your retirement. This talk was based on an article, which…
Read MoreFREE passes to Canada’s top online financial conference – Canadian Financial Summit
Join me and 25+ top financial experts, journalists and bloggers for 3 days of online educational videos you can watch in your PJs. It’s 100% online so you can stream all the talks right from your computer/tablet/phone. You can get FREE passes, a list of speakers, and scroll down to see the schedule and topics for…
Read MoreSee my Talk at the MoneyShow Toronto – Attend FREE or Live Stream
Join me at The MoneyShow Toronto, September 14-15, 2018, at the Metro Toronto Convention Centre, where you can meet me and dozens of other financial experts face-to-face. You can also “Live Stream” and watch my talk from your home. The best speakers are at the Canadian MoneySaver Day event on Saturday, September 15. My talk is on…
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,…
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