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The One-Page Financial Plan

The One-Page Financial Plan Book Review and Giveaway

Feeling tormented by your finances? Read this book folks. “The fact is, in a single page you can prioritize what you really want in life and figure out how to get there.”– Carl Richards, author, The One-Page Financial Plan. I liked Carl’s book for many reasons and today’s blogpost will share some of my favourite quotes, takeaways and provide you with an overview of what you’ll read about in The One-Page Financial Plan.  After a few hundred words I’ll give you a chance to win a copy of this book, autographed ...
>Weekend Reading: Dividends, Investing, Emergency Funds and Other PF Musings

Newbie Investor Resources – Empowered, with value, like rabbits and more

The My Own Advisor inbox was nearly flooded last month, with reader emails about just starting out on their investing journey.  Again, thanks for your emails folks and keep them coming.  Here are some of my favourite resources, free or for a very small fee, for new investors to check out.  Spending a few bucks now could save you thousands of investing dollars later – so read on. Want to feel empowered? “To ensure a prosperous and financially secure future, we need to understand the potential roadblocks that can prevent us from succeeding. ...
The Global Expats Guide to Investing

The Global Expatriate’s Guide To Investing – Review and Takeaways

Andrew Hallam, the author of Millionaire Teacher, was kind enough to send me a copy of his latest book The Global Expatriate’s Guide To Investing last fall.  I finished the book a few weeks ago but have been delinquent in completing my review and posting my favourite takeaways from this book, until now. If you’re an expat, an aspiring expat or you simply want to learn about index investing from this digital nomad you’ve found a good book. Why follow Andrew Hallam’s advice? I’ll let Andrew answer this question largely in his own words… “In ...
The Value of Simple

The Value of Simple Book Review and Giveaway

“Investing can be a scary thing. There are entire TV stations dedicated to the topic, yet for many it’s completely unfamiliar. It can be technical with its own language, and requires a long-term perspective unlike the rest of everyday life. It also looks suspiciously like math in places.” – John Robertson, Author, The Value of Simple. I think John’s comments above are spot-on and The Value of Simple was written specifically to change all that for Canadian investors, to help you get a handle on your investments.  Using The Value of ...
The Empowered Investor

The Empowered Investor Book Review and Giveaway

“To ensure a prosperous and financially secure future, we need to understand the potential roadblocks that can prevent us from succeeding. Knowing the rules of the playing field can save you a lot of headaches down the road – and dramatically improve your odds of future success.” –Keith Matthews, Author, The Empowered Investor. Your Canadian guide to building a better investor experience is here folks. Before the link to this book I want to share with you my takeaways from The Empowered Investor, a book sent to me by the author who ...

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