Financial Planning Simplified
I’m Robb — the guy behind Boomer & Echo. I’ve been a personal finance blogger since 2010 and an advice-only financial planner since 2015. I help regular Canadians with regular problems make smarter decisions about their money — without selling them a thing.
My philosophy is simple: Money shouldn’t be complicated.
You don’t need 17 bank accounts, 12 ETFs, or a side hustle to retire comfortably. You just need a good plan, grounded in what really matters to you.
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New Articles from Robb
Weekend Reading: When To Take CPP Edition
Robb Engen | November 7, 2020 |
Last week I previewed Fred Vettese’s completely updated and revised edition of Retirement Income For Life. I’m giving away an extra copy of the book and asked readers to enter to win by sharing when they took (or plan to take) CPP. The results were interesting. The vast majority of responses were in favour of…
Weekend Reading: Retirement Income For Life Giveaway Edition
Robb Engen | October 31, 2020 |
Fred Vettese is one of Canada’s leading retirement planning experts. The former chief actuary for Morneau Shepell spent his entire career working within Canada’s retirement income system. He’s written three books on retirement, including The Real Retirement, co-authored with former Finance Minister Bill Morneau, and The Essential Retirement Guide: A Contrarian’s Perspective. Mr. Vettese’s latest…
Weekend Reading: Airbnb Resurgence (and IPO) Edition
Robb Engen | October 24, 2020 |
Our kids were off school during Thanksgiving week so we took a much needed mini vacation to Canmore / Banff. There were plenty of deals to be found that week and so we splurged on a penthouse condo with a private hot tub (through Airbnb). It was so nice to get away from the mundane…
Addressing Major Gaps In Your Retirement Plan
Robb Engen | October 15, 2020 |
A good majority of my clients reach out to me looking for retirement planning advice. They want to know if they have enough assets to retire comfortably, how much longer they should work, what type of investment strategy makes sense in retirement, when to take CPP and OAS, and how to set up tax efficient…
RE Royalties Green Bonds Secured 6% Annual Return
Robb Engen | October 13, 2020 | Comments Off on RE Royalties Green Bonds Secured 6% Annual Return
This post is sponsored by RE Royalties. All opinions are my own. The federal government’s recent throne speech put climate change and sustainability at the forefront, making it abundantly clear that the future of economic and job growth will be led by investments in green technology. This shift towards more sustainable investing is not only…
Weekend Reading: Investing Before The U.S. Election Edition
Robb Engen | October 10, 2020 |
Many investors tend to be nervous about their portfolio and the direction of the stock market during an election year. You may even think it’s wise to hold off on investing a lump sum of cash until after the election is over. This behaviour comes from the belief that markets are more volatile leading up…
