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This interview will be a bit different as I was recently interviewed by Financial Journalist, Ellen Roseman from Canadian MoneySaver Magazine where she asked me some great questions, and so I thought it would be great to also publish that interview, here on the Build Wealth Canada Show.
In the interview, we cover what lessons for Canadians I have learned after doing close to two hundred interviews with financial experts, over the past 10 years.
My wife and I have also been either fully or semi-retired for the past 8 years, and so Ellen asked me if I have any advice for those who are also planning to retire in their 30s like us, or just retire early in general, and she asks what kind of financial changes or challenges were we surprised by that you should know about to help you with your own journey towards financial independence and early retirement.
Ellen has also been teaching investing at the University of Toronto for the past 20 years, so in the interview, she also shares some of her lessons learned over that time.
Enjoy the episode, and if you’d like to hear more interviews done by Ellen, you can check them out on the Canadian MoneySaver Podcast which you can find in your favourite podcast player.
Thanks for tuning in, and now let’s get into the interview.
Resources Mentioned:
Canadian MoneySaver Magazine Podcast
Ellen and her website: https://www.ellenroseman.com
Ellen teaching at the University of Toronto
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Questions:
- What lessons have you learned and applied to your own life after speaking to so many experts in their specific fields?
- How are you finding life after retirement? Are you facing financial changes and/or challenges you expected, as well as some that took you by surprise? Do you have any tips or advice for those also planning to retire in their 30s?
- What else are you doing in retirement? You have a blog and an investing course. There’s also the Canadian Financial Summit. Do you offer financial coaching to clients? Do you look for freelance work in marketing?
- Ellen’s lessons learned in the 20 years she’s been teaching Investing for Beginners at the University of Toronto
Disclaimer:
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For greater certainty, no part of this presentation may be provided to investors and/or potential investors without the written permission of BMO GAM. The information contained herein is not, and should not be construed as, investment advice and or tax advice to any individual. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. This communication is intended for information purposes only. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. BMO GAM undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law.
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