Archive for September 2021
Designing Your Retirement Lifestyle: It All Starts With Purpose
Transitioning to a successful retirement is much more than a math problem, it’s a design problem. Every retiree needs to design a retirement lifestyle that will work for them based on their own unique values, needs and wants and then ensure they have sufficient cash flow to finance it. The challenge is that most retirees…
Read MoreWeekend Reading: Curbing Your Investing FOMO Edition
I hope you’ve had a chance to check out the Canadian Financial Summit this week. This online personal finance and investing conference features more than 35 prominent experts in Canadian money matters, with a wide range of topics from investing, retiring early, travel, and much more. In my session I spoke with co-host Kyle Prevost…
Read MoreA Look At BMO Asset Allocation ETFs
This article has been sponsored by BMO Canada. All opinions are my own. I’m on record to say that the vast majority of self-directed investors should simply use a single asset allocation ETF to build their investment portfolios. What’s not to like about asset allocation ETFs? Investors get a low cost, risk appropriate, globally diversified…
Read MoreConverting Your RRSP To A RRIF At Questrade
Many investors like to take the reins and self-manage their own investment portfolio using a discount brokerage platform. DIY investing can be relatively straightforward during your contribution years, but investing can get more complicated when it comes time to withdraw from your portfolio. This article will explain the steps involved in converting your RRSP to…
Read MoreWeekend Reading: Die With Zero Edition
One of the biggest worries for retirees is the fear of outliving their savings. This fear leads many to spend less than they are able to, both during their working years and throughout retirement. It can also lead to “one-more-year” syndrome, where individuals kick the retirement can down the road a little bit longer while…
Read MoreWeekend Reading: Canadian Financial Summit 2021 Edition
The Canadian Financial Summit is back once again this fall with a terrific line-up of 35+ personal finance experts, including yours truly, to tackle the burning financial questions facing us today. You’ll hear from PWL Capital’s Ben Felix, Millionaire Teacher Andrew Hallam, The Globe and Mail’s Rob Carrick, consumer advocate Ellen Roseman, along with long-time…
Read More