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"Atomic Habits" by James Clear book recommendation financial advice financial planning Sep 20, 2021

Whenever asked for a book recommendation, this is my go to.

๐‘ฐ ๐’“๐’†-๐’“๐’†๐’‚๐’… ๐’Š๐’• ๐’†๐’—๐’†๐’“๐’š 6 ๐’Ž๐’๐’๐’•๐’‰๐’” ๐’๐’“ ๐’”๐’ ๐’ƒ๐’†๐’„๐’‚๐’–๐’”๐’† ๐’Š๐’•'๐’” ๐’‹๐’–๐’”๐’• ๐’”๐’ ๐’…๐’‚๐’Ž๐’ ๐’ˆ๐’๐’๐’…!ย @jamesclearย , the author, clearly put a lot of time and effort into this book, it is the most complete piece on a self improvement theory that Iโ€™ve ever read - he did h...

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A recession is...(likely...possibly...potentially) coming financial advice financial planning investing investment returns Sep 10, 2021

*This is a post from 2019 warning about the risk of a recession on the horizon. The US Stock market is up almost 50% since then - FIFTY! I wrote this at the time because I was fielding questions about the imminent collapse. Here we are six waves of pandemic, world disorder and the Toronto Raptors ...

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Plan A: Make more money! financial advice financial planning Sep 04, 2021

Stop trying to be rich by cutting your Netflix, go make more money.

Seriously. You can 'save' your way into a lifestyle that you donโ€™t want, or you can just work harder, smarter, or do something different.

Gross oversimplification of a very complex situation? Yes! But hear me out...

Fi...

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Mutual Funds are cool, I swear!!! financial advice financial planning investing investment returns mutual funds Sep 03, 2021

Mutual funds get a bad rep! Commercials tell you that their fees are crazy high, their performance sucks, and you can do it better with โ€˜XYZโ€™. I disagree ๐Ÿง

Here is why๐Ÿ’ก

1. ๐“๐ก๐ž๐ซ๐ž ๐š๐ซ๐ž ๐ ๐จ๐จ๐ ๐š๐ง๐ ๐›๐š๐ ๐Ÿ๐ฎ๐ง๐๐ฌ. Just like baseball teams, wine, and car seats โ€“ some are good, some are not. When you ta...

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Five signs Robo investing is for you financial advice financial planning investing investment returns robo investing Sep 01, 2021

ย 

You don't need to pay an advisor to help you invest if:

๐ŸŸฆ YOU ARE WICKED SMART! 3 people in my life come to mind, I donโ€™t bother considering them โ€˜prospectsโ€™ because they're 10x smarter than I am. I go to them with my questions about the market! Ha!

๐ŸŸฆ YOU ARE A PASSIVE INVESTOR! If you think puttin...

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Paying for Insurance stinks! budget disability insurance financial planning insurance policy life insurance term insurance whole life insurance work insurance Aug 30, 2021

Name something else that you pay for just to hope and pray never to use it. Paying insurance premiums for anything stinks. Period.

Bฬพuฬพtฬพ ฬพyฬพoฬพuฬพ ฬพkฬพnฬพoฬพwฬพ ฬพwฬพhฬพaฬพtฬพ ฬพsฬพtฬพiฬพnฬพkฬพsฬพ ฬพmฬพoฬพrฬพeฬพ?

โŒสแดแดœส€ แด‹ษชแด…๊œฑ ษดแดแด› ส™แด‡ษชษดษข แด€ส™สŸแด‡ แด›แด แด˜แด€ส ๊œฐแดส€ แด„แดสŸสŸแด‡ษขแด‡ ษช๊œฐ สแดแดœ แด€ส€แด‡ ษขแดษดแด‡.

โŒสแดแดœส€ ๊œฐแด€แดษชสŸส สœแด€แด ษชษดษข แด›แด แดแดแด แด‡ แดส€ แด…แด...

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Fall in love with boring financial advice financial planning insurance policy mutual funds Aug 29, 2021

Every single mutual fund that I like, that my clients are invested in, that my familyโ€™s money is invested in is boring. ส™แดส€ส€ส€ส€ส€ส€ษชษดษข! I love boring, it gets me up in the morning. Let me explainโ€ฆ๐Ÿ˜Ž

โ–ช๏ธ๐™ฟ๐š•๐šŽ๐šŠ๐šœ๐šŽ ๐š๐š˜๐š—'๐š ๐šŒ๐š‘๐šŠ๐šœ๐šŽ: Donโ€™t chase your crush, fastballs high in the zone, or ridiculously tempting ...

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Forget Netflix and Chill, What's your Net-Net-Net Worth? financial advice financial planning net worth retirement planning Aug 28, 2021

(๐—”๐—ป๐˜†๐˜๐—ถ๐—บ๐—ฒ ๐˜„๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐—ถ๐—ป๐—ฐ๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐—ฎ ๐——๐—ฟ๐—ฎ๐—ธ๐—ฒ ๐—น๐˜†๐—ฟ๐—ถ๐—ฐ, ๐˜„๐—ฒ ๐—ฑ๐—ผ!)

Regardless of your age, your financial future is (reasonably) predictable. Your net worth is your financial scorecard. Having a high net worth does not make you a better person, nor necessarily does it mean you are happier, but it is a good 'c...

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Golf is a Season. RRSP is not. financial advice financial planning retirement savings rrsp tax season Aug 26, 2021

Golf is a Season. RRSP is not. And a wonderful season it is! I love golf nearly as much as I do the Lakers and my family, but I digress...

RRSP season is not a 'thing', or at least it shouldn't be. Here's why โคต๏ธ

I recommend investing monthly or bi-weekly โ€“ whatever matches how you get paid...

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Your kid doesn't need $100,000 for school! calgary money advice education savings financial planning resp Aug 22, 2021

First and foremost, how cute is Quinn?! She was just about two in this photo and it is one of my all-time favourites.

She's cute. I love her to death. But she does not need $100,000 to go to school with! Hot takes on RESP savings below...

RESPs are great โ€“ taking free money from the govern...

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