Weekend Reading: Canadian Financial Summit Edition

Last year hundreds of you signed up to watch me and dozens of other personal finance and investing experts speak at the Canadian Financial Summit. Well, we’re back with a fresh new line-up of information designed to make you better savers, investors, and take control of your financial future.

Get your free ticket today to access this virtual financial summit, which takes place online from September 12-15, 2018. You’ll be able to watch an all-star panel of 25+ Canadian personal finance experts, including yours truly, offering sessions that include:

  • How to retire early and on your own terms
  • How to invest better, easier, and more efficiently
  • How to protect yourself from corporate chicanery
  • How to see through financial jargon meant to confuse you
  • How to negotiate the best deals for yourself
  • How to avoid crippling fees and terrible advice
  • How the Carbon Tax will affect your budget
  • How to get your credit cards to pay you for buying what you were going to buy anyway
  • How to earn hundreds more every week with innovative side hustles
  • How to travel on the cheap to exotic locales
  • And MUCH MORE!

Sign up for free tickets to the 2018 Canadian Financial Summit right here and you’ll also be eligible for the early bird discount for lifetime access to every single session for just $87. The All Access Pass also includes exclusive access to five expert sessions, plus other extras such as e-books, guides, and apps, that’ll make you a better saver and investor.

My session will be on September 14th and in it I explore some uniquely Canadian money misconceptions that I’m sure you have all heard, but now you’ll know how to debunk the next time your advisor, co-worker, or crazy uncle brings them up!

Just head on over to the Canadian Financial Summit, sign up for free, and be automatically entered to win one of the free Premium All Access Passes they will giving away when the event goes LIVE on September 12th.

Canadian Financial Summit 2018

This Week’s Recap:

On Monday we had a guest post from Dale at cuthtecrapinvesting.com where he questioned the four percent rule as a safe withdrawal rate for Canadian retirees.

Dale followed up that article with a great piece on Seeking Alpha looking at what the creator of the four percent rule had to say.

Back here on Friday I reviewed the new RBC InvestEase robo-advisor platform and gave it a thumbs-up as a great low-cost online investing solution.

Watch for the cover of Smart Money in the Toronto Star this Tuesday as I share my tips to maximize value from Aeroplan flight rewards while minimizing fees.

Weekend Reading:

Dear investor, that cocky voice inside your head is wrong. Why the findings from behavioural economics apply to everyone. Especially you.

Andrew Hallam on why the rich think they’re happier than research says they are.

Jason Heath shares three behavioural barriers to solid retirement planning, and how you can overcome them.

They thought they’d get rich. Then it all came crashing down. Hard lessons for cryptocurrency investors after the Bitcoin boom.

Emerging market stocks as a group are dangerously close to the accepted definition of a bear market. Ben Carlson gives a short history lesson on emerging market corrections and bear markets.

Investing has become a commodity in a sense that trading stocks and ETFs is now free on some platforms, while the cost of maintaining a portfolio of ETFs has never been cheaper. Here’s the Reformed Broker Josh Brown on why a portfolio is not a plan.

Here’s a throwback to Warren Buffett’s first television interview – Discussing Timeless Investment Principles:

Investment advisor Blair duQuesnay suggests we adopt these investing superstitions to avoid behavioural mistakes.

Here’s how pre-retirees can transition to a bucket approach for their retirement portfolio withdrawals.

Building a $1-million RRSP might not be as difficult as you think. Morningstar breaks down the math to help you achieve this goal (hint: start early).

Most Canadian caregivers are paying too much tax. Here’s how to remedy that.

Executor duties can be overwhelming. Jason Heath explains where to start.

My Own Advisor blogger Mark Seed lists 10 goals to achieve in 10 years to reach early retirement.

Rob Carrick calls out realtors and family members to stop pushing seniors to sell their homes:

“Seniors have often lived in their homes long enough that the value has doubled or tripled. This wealth brings out behaviour in others that may in some cases amount to financial abuse.”

Who killed Toys ‘R’ Us? Hint: It wasn’t only Amazon. A small group of hedge funds decided the iconic retailer was worth more dead than alive.

Finally, gold-plated coffins, Rolls-Royce hearses, and other lavish displays of wealth and power at funerals:

“Some go as far as flying loved ones abroad to watch as their body is pushed out to sea like Viking warriors and the boat set ablaze.”

Have a great weekend, everyone!

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  1. Steve Bridge on August 27, 2018 at 1:16 pm

    Great roundup Robb, thanks for sharing these. I really liked the Warren Buffett interview (who wouldn’t, right?) and his line, “If all you have is a hammer, everything looks like a nail.” Kind of reminds me of mutual fund salespeople.

    • Robb Engen on August 27, 2018 at 2:16 pm

      Thanks Steve! I liked that, and also enjoyed his take on not having to swing at every pitch thrown at you – investing isn’t baseball, you’re not going to strike out looking!

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