by Sandi Martin | Oct 6, 2020 | Big Picture, Book Review, Financial Intimacy, Financial Literacy, Front Page, Relationships
Big Picture Because Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate by Jacquette Timmons was written while the 2008 financial crisis was unfolding, its lessons feel particularly relevant in what has been, with a few exceptions, a...
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 | 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 | Mar 16, 2020 | Book Review, Personal Finance
Results for "book review" Until I read Living Your Dream by Larry Wilson, I hadn’t found an all-purpose personal finance 101 book that delivers practical information in enough depth and breadth that I could responsibly recommend it. I’m happy to say that...
by Sandi Martin | Jan 15, 2020 | Book Review
Results for "book review" I thought when I picked up Your Digital Undertaker: Exploring Death in the Digital Age in Canada, that I’d learn more about how digital assets are treated after death, how to plan properly for my own digital assets and to guide...
by Sandi Martin | Nov 5, 2019 | Book Review, Retirement Planning
When our retirement income planning clients tell us they’ve read Retirement Income for Life, or one of Fred Vettese’s other books on retiring in Canada, I usually get very excited. No, it’s not because we’re huge book nerds at Spring and love talking to people who’ve...
