Navigating Retirement and Advice-Only Financial Planning on The Wealthy Barber Podcast
It was my tremendous honour and privilege to speak with the one and only David Chilton (aka The Wealthy Barber) on his latest podcast episode.
We spent over an hour discussing retirement planning, advice-only planning, my unconventional transition to the world of personal finance and advice-giving, and much much more.
Dave is one-of-a-kind, a world class communicator, and truly one of the nicest people out there. His earlier work has been incredibly transformative and impactful in my own life, from the original The Wealthy Barber book published in 1989 that I read as a teenager, to The Wealthy Barber Returns in 2011.
Now Dave is back and on a new mission to help Canadians save, invest, and retire comfortably. In addition to the podcast, he frequently puts out short-and-to-the-point videos across his social media channels Subscribe to his newsletter and you’ll get a weekly recap of his videos and link to the latest podcast.
I hope you find the time to listen to the latest podcast episode or watch it on YouTube. I had blast chatting with Dave, and I think you’ll enjoy the conversation. If you can, please share it with someone who you think would benefit from the content.
Listening to it right now (subscribed to the podcast right after it started – great guests). Happy to hear that he had you as a guest. Really good conversation!
Robb: what a great, informative, insightful conversation you had with Wealthy Barber Dave Chilton! It was a pleasure to watch the YouTube video in its entirety. As always, keep up the great work.
Robb, that is a fantastic conversation with Dave! Way to go!
this was a wonderful podcast. I’ve read all dave’s books and follow Robb online. common sense and CALMNESS go a long way. Thank you!
The Wealthy Barber and Robb?
Awesome!
What a great story you told at the end there where he reached out and called you to thank you for the review.
Talk about coming full circle!
I like how he complimented you on just generally being a good human.
That’s such a nice thing to say.
Great Share!
Rob Engen, David Chilton, Preet Banergee and Dan Bartolotti…. all of my favourite financial writers on one podcast platform. If you guys ever decide to go on tour together can I be a roadie?
Thanks for letting us know.
It was a solid episode and I’ve forwarded it to a few folks to listen to.
What a great interview Rob!! Thanks for doing all that you do!!
Thanks for the kind words, everyone – it means a lot!
Very good interview with two experienced writers in the financial space. I especially found the middle part of the podcast about how to be thinking about generosity to kids helpful as we are hitting 65 this year. Lots to consider.
In my opinion this is one of the most comprehensive reviews of investment issues. I’ve shared it with friends and family.
I only have one question for you Robb. If a retiree is contributing to a non-registered account at age 65 is VEQT a tax efficient choice or are there better options.