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Investment Workshop 54: What About the Robo-Advisors?

  Hello again! It’s been awhile, hasn’t it? We first did the Investment Workshop in late 2017, and since then I’ve been inundated with emails saying how helpful it’s been (thanks everyone!), but one glaring question people keep asking me is: What about Robo-Advisors? So I thought now would be a great time to address this by adding a section about them to the end of our existing Investing Workshop. While my own personal investing style is to do everything myself, I get that for some people managing their own portfolio on their own can be a bit overwhelming and […]

Why The Banks Are Out To Get You

So over the break we opened up our email and saw this: Hello and Happy New Year! I’m very much enjoying your book, Quit like a Millionaire, and have a question regarding Chapter 10, specifically on the ability to purchase index funds without a fund manager. Was this set up and purchase of the index fund referenced in Chapter 10 conducted within or outside of Canada (i.e. under “How to Steal from Wall Street” section pg 98 in my book copy)? I am in Canada and have been informed by my financial institution that I’m unable to purchase index funds […]

Our 2019 Finances Part 2

Continuing on from last week’s 2019 spending roundup, I thought I’d take today to give an update on the earnings side of our 2019. How did our Blog/Book Do? I’ve said this before, but I never expected to make any income once we retired. I’d used the POT score (for those of you with college-bound kids or are looking to switch careers, use this score to evaluate and compare degrees) in Quit Like a Millionaire to figure out which degree would increase my income the most per dollar spend on education, but who knew that you could actually make money […]

Our 2019 Finances

    2019 marks the 4th year of our retirement. This means we’ve been out of the workforce for the same amount of time it took us to get our engineering degrees! And for the first time since we’ve been sans-paycheque, our net worth went up by 24% in just 1 year! We made MORE money this year than our highest combined income year as engineers. Say what? Did we go nuts and throw a buttload of money into bitcoin? Secretively buy a bunch of rental estate? Pimp Wanderer out as a man-whore? Nope, nope, and…well, that’s a story for […]

Happy New Year and Reflections on 2019

As my last post of 2019, I wanted to say Happy Holidays to everyone. Hope you had a great year, and here’s to 2020 being even better! Now, at the end every year, in between celebratory champagne and the New Year’s Eve countdown, Wanderer and I always love to reflect back on everything that happened during the year. And boy, do we have a lot to reflect on. So much has happened this year! I swear I’ve been saying this every year since we retired in 2015, but every year it just seems to be getting even more cray cray! […]

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