Personal Wealth

Another year is essentially over, but there is still time to get a couple financial items off your to do list before the year end. While there are lots of things to do when it comes to personal finance, there are a few that are time sensitive and have annual deadlines. Here are some items you’ll want to check off your list before December 31st.

This is Episode 23 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest, Glenn Cooke.

In this bonus episode of the Rational Reminder Podcast, Benjamin Felix and special guest Robert Little briefly discuss the Yield Curve.

In my last post, I shared four “qualifying” questions you can use to determine whether a financial advisor is a good fit for your needs. As we continue with our “Best of No Dumb Questions” series, let’s review five more questions to ask a financial advisor, to help you further narrow the field.

What do diets and owning a home have in common? Well, the way we struggle with diets and exercise actually says something about whether you should rent or buy your home.

I was struck by two news items last week that said a lot about where we are as a society and where we need to go. The first was the annual consumer orgy known as Black Friday, the kick-off to the Christmas shopping season. Once again, there were scenes from the U.S. of stampeding shoppers, frenzied merchandise grabbing and even fist fights as people tried to get in on bargains.

This is Episode 22 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest, Shopify co-founder Daniel Weinand.

I discuss what I personally do on a regular basis to make sure I’ve got my financial house in order in honour of Financial Literacy Month’s theme “Take Control of your Finances”.

Good news! November is Financial Literacy Month, when Canadians are encouraged to “invest in their financial well-being [by] taking control of their finances and reducing financial stress.”

Episode 21 of Rational Reminder is focused on the question of investing in real estate. It is still a common conundrum for investors and even those who may not consider themselves active investors, whether to buy or to rent a property.