Weekend Reading: What’s In Your Wallet Edition

Weekend Reading: What's In Your Wallet Edition

My approach to credit card spending has evolved over the years. Once I got out of debt and got my spending under control, I quickly realized (if you paid off your card in full each month) that using a rewards credit card was much more advantageous than paying with cash or debit. I started out…

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Weekend Reading: Passive Investing Returns Edition

Weekend Reading: Passive Investing Returns Edition

One concept Couch Potato investors need to accept is that their portfolio will move up and down with the market(s). Since the essence of passive investing means tracking a particular index, or set of indices, an investor’s returns must closely mirror those of the index (minus a small fee). That notion can be downright scary…

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Weekend Reading: The Truth About F.I.R.E. Edition

Weekend Reading: The Truth About F.I.R.E. Edition

A personal finance workshop held just outside of Toronto last month attracted a group of 75 financial independence seeking Canadians and Americans. This ‘Camp Mustache’ gathering was borne out of the F.I.R.E. (Financial Independence Retire Early) movement made famous by Mr. Money Mustache and has attracted followers from around the world. The Globe and Mail’s…

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Weekend Reading: Ask Me Anything About Money Edition

Weekend Reading: Ask Me Anything About Money Edition

It seemed like I was everywhere but here this week. The Canadian Financial Summit launched on Thursday and my 30-minute retirement readiness interview with host Kyle Prevost was included in Friday’s line-up. There’s still time to catch Saturday’s sessions and/or get the All Access Pass for instant lifetime access to all three days (25+ sessions)…

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Weekend Reading: Investor Bias Edition

Weekend Reading: Confronting Investor Bias Edition

Home country bias is when investors overweight domestic stocks relative to their weight in the global market. Canadian investors tend to suffer from home bias, but this is also true of investors in most countries. It’s particularly troubling in Canada where our stock market is highly concentrated in the financial and energy sectors. A related…

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Weekend Reading: Retirement Income For Life Edition

Weekend Reading: Retirement Income For Life Edition

I’m on record saying that every Canadian retiree and soon-to-be retiree should read Retirement Income For Life by Fred Vettese. It offers five clear strategies for making the most of your accumulated savings and turning it into predictable, sustainable retirement income. In the book, Mr. Vettese refers to an online calculator to help Canadians take…

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Weekend Reading: Canadian Financial Summit Edition

2019 Canadian Financial Summit Edition

For the past two years, hundreds of you signed up to watch me and dozens of personal finance and investing experts speak at the Canadian Financial Summit. Well, we’re back again with a fresh new line-up of information designed to make you better savers, investors, and take control of your financial future. Get your free…

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Weekend Reading: Bad Investment Advice Edition

Weekend Reading_ Bad Investment Advice Edition

I enjoy listening to Dan Bortolotti’s Canadian Couch Potato podcast. One of the best parts is a regular segment he calls, “bad investment advice”, which takes aim at myths and misunderstandings about the markets. It’s not hard to find an article in mainstream media where the author is spinning half-truths, conflicted advice, and downright dangerous…

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Weekend Reading: Money Gaps Edition

Weekend Reading_ Money Gaps Edition

One of the great joys of running this blog is that I’ve been able to help so many Canadians take control of their finances and gain a greater understanding of their relationship with money. The blog comments, emails, and daily interactions on social media is what ultimately led to the start of my own fee-only…

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