by Sandi Martin | Aug 13, 2020 | Book Review, Budgets, Eugenié George, Front Page, Wealth Management
Book Review I’ve been waiting for Eugenié George’s Our Money Stories to come out since she talked about writing it on Nerd’s Eye View (a financial planning industry blog written by Michael Kitces). What drew me to Eugenié, and got me excited about her book, was her...
by Sandi Martin | Aug 11, 2020 | Budgets, Canadian Personal Finance News, Retirement
How great was it to enjoy Kathryn’s curating last month and have Karen’s top reads to look forward to next month? I’ll answer for all of us: very. I hope every single one of you is finding a (safe) way to enjoy the summer. Hopefully on, in, or beside the water, with a...
by Sandi Martin | Jun 9, 2020 | Canadian Personal Finance News, Financial Wellness Plan, Personal Finance
Financial Wellness Plan & Amplifying Diverse Voices The purpose of our regular Great Reads feature has always been to reduce the mind-boggling number of smart and interesting articles, blog posts, podcasts (and occasional comic strips) produced in a given month to...
by Sandi Martin | May 21, 2020 | Book Review, Front Page, Investing
Book Review I had the pleasure of sitting in on a talk by Bonnie Foley-Wong of Pique Ventures on the concept of Integrated Investing for a small group of other advice-only planners. I now have a huge crush on her because of her passion for making a difference in the...
by Sandi Martin | May 16, 2020 | Canadian Personal Finance News
Tender Money Conversations You may have found, like me, that your ability and desire to read anything except for the back of the cereal box has diminished significantly. That’s okay – the written word will still be ready for you when you’re ready for it. I...
