Blog
Check out my 30 minute Beat the Bank conversation with personal debt expert Doug Hoyes. You will learn about how high fee mutual funds can be as damaging as paying high interest charges on your credit card, how paying down your... Read More
A conversation with Kornel Szrejber of Build Wealth Canada on Canada’s #1 Personal Finance Podcast. Click here.... Read More
Are you wondering what to do with this year’s TFSA or RRSP contribution? Perhaps you are looking to switch out of some crappy bank mutual funds? I have three great picks you should consider and some thoughts on timing. (Spoiler... Read More
A few years ago, my sister Mary discovered how much of her retirement savings she had lost to mutual fund fees. That spark led me to write Beat the Bank. I asked readers about their “wake-up calls”. Here are a... Read More
Many thanks to those who have provided great Amazon book reviews, emails and comments. It is very gratifying to hear that Beat the Bank is helping real people! Here are a few quotes drawn from the Amazon reviews, presumably from... Read More
“Beat The Bank like Larry Bates”….my conversation with Mark Seed of My Own Advisor https://www.myownadvisor.ca/beat-the-bank-like-larry-bates/... Read More
Do employers which have handed over some or all of the responsibility for retirement security have a duty to help employees acquire the basic investment knowledge? Read my guest post in Nest Wealth’s latest newsletter.... Read More
I recently received this email from a Beat the Bank reader: My wife and I are mid thirties with two loving girls, seven and five. We have been fully self directed investors for 3 years now, with a core holding... Read More
A 30 minute deep dive into how you can BEAT THE BANK with Dan Bortolotti on The Canadian Couch Potato Podcast. We talk about why I wrote the book, why simple is better, hidden fees, closet sprinters, Rip Van Winkle... Read More
From “Beat the Bank: The Canadian Guide to Simply Successful Investing” In early 2013 I was at my desk in the trading room on Scotiabank’s sixty-eighth floor in downtown Toronto when I received a call from my sister Mary,... Read More