Archive for September 2021

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…

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…