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The Day is Finally Upon Us

Nearly three years after the merger between TD Ameritrade and Charles Schwab was first announced, the time has finally come...

The World of Credit Card Miles and Points

I have just returned from a wonderful trip to Europe with my family. We flew to Spain, then to Germany,...

Gavin’s Summer Reading List (2023)

As we enter a summer once again, I find myself looking forward to a much needed vacation, not least because...

Don’t Believe Everything You Think

Investing is both an art and a science, where rational decision making should ideally prevail. However, as we all know,...

Tax-Loss Harvesting

Over the past eighteen months, as the equity markets have experienced downside pressure, which had become all too rare in...

The Requirements of Required Minimum Distributions (RMDs)

All through our working years, we are told to save, Save, SAVE for our retirements, so that when the time...

Strategies for Riding out Volatile Markets

After a nearly 12 year bull market, 2022 was the first truly down year we have seen in the stock...

Risky Business

When learning about investments and investing, it’s inevitable that one of the common words you will run into is “risk.” ...

As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled...
  1. Episode 113: Trump Accounts 8:54
  2. Episode 112: The Emotional Transition Into Retirement 00:08:48
  3. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  4. Episode 110: FOMO and Investing
  5. Episode 109: The Market Crash Is Coming - Someday