Sep 28, 2023
Joe and Lindsay share key insights taken from the financial classic, "The Millionaire Next Door” by Thomas J. Stanley and William D. Danko. With the book's principles freshly revisited, they explore how these valuable lessons can be applied to retirement planning and shared with the next generation. Throughout the...
Sep 21, 2023
In the latest episode, Joe and Lindsay dive into the often-perplexing world of financial professionals and their designations. With titles ranging from financial advisors, financial planners, investment advisors, and wealth managers, Joe and Lindsay look at untangling the confusion surrounding these roles.
Read the full...
Sep 14, 2023
Mary Ellen French and David Wing of “The Retirement Years” podcast join Joe on this week’s episode of “Your Retirement Planning Simplified.”
With a blend of personal experiences and expert insights, they guide listeners through the multifaceted journey of retirement preparation and living life after the...
EP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet Banerjee
Sep 7, 2023
Joe welcomes Dr. Preet Banerjee to “Your Retirement Planning Simplified”. Preet is a well-known Canadian personal finance and investing expert, Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com. They delve into Preet’s research on...
Sep 4, 2023
In this engaging episode of Fireside Financial, Joe and Regan dive into a range of retirement-related questions from their audience. Covering topics like CPP, pension plans, and retirement planning strategies, they provide insightful advice and analysis. They explore scenarios involving part-time work after age 60 and...