Automating Your Investment Portfolio and Sticking to Your Plan

Automating Your Investment Portfolio and Sticking to Your Plan

Today we’re going to cover how you can best automate the management of your investment portfolio, while still paying the lowest possible fees. We also share best practices when it comes to sticking to your investment plan. To help us discuss this, I have Brendan Wood on the show who is one of the founders…

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Market Declines: How to Deal With + Coronavirus Impact

Market Declines - How To Deal With and Coronavirus Impact

A lot has been happening with the significant stock market declines and coronavirus, so I’ve been getting lots of questions such as: How am I adapting our portfolio and investment strategy to these declines? Should we be buying into the market at these low prices or selling? Should we be waiting out for the market…

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Our Early Retirement Story (and Lessons Learned from Achieving It)

Our Early Retirement Story and Lessons Learned from Achieving It

I recently realized that I haven’t really provided an update on our early retirement story and more importantly, the lessons learned from it so far. Therefore my goal for this episode is to share with you what we did wrong and what I think we did right, that allowed us to achieve financial independence by…

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Are You Saving Enough for Retirement? (And Other Top Questions)

Are you saving enough for retirement? (and other top questions)

Today we’re going to cover some of the top financial questions asked by Canadians, including the number one question, “Am I saving enough for retirement?”. The way we came up with these questions, is that as you may know, the fee-for-service financial planner that I use is John Kalos, and on my site, I have a…

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How to Live Off Your Investments and Stress Test Your Portfolio

How to live off your investments and stress test your portfolio - Roger Whitney

In this episode, we talk about how we can set our investments up so that we can live off them in retirement (whether it’s a traditional retirement or early retirement). We also cover the important subject of how to stress-test our investment portfolio so that we can help ensure that we don’t run out of…

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