Steering Away from the Financial Extremes with Rob Carrick (EP.39)

Today on the show we are joined by Rob Carrick from The Globe and Mail! Rob has been writing about money and investing for almost 30 years and has a wealth of expertise and insight to share on everything from mutual funds to ETFs. In our discussion we cover common questions that Rob encounters, how his views have changed over the years, the parts of his job he has most enjoyed and his thoughts on where we are at right now. Rob comments on the feelings of worry and dissatisfaction that seems to characterize Canadian finances at the moment and talks about the FIRE Movement and lessons for the next generation. For all of this great content and much more, be sure to join on the podcast today!

John Robertson's spreadsheet

 

Key Points From This Episode:

 

• The most common questions that Rob receives. [0:02:47.8]
• Rob's shifting perspective on seeking out an advisor. [0:04:41.5]
• Why Rob has traditionally enjoyed writing about housing investments [0:07:49.9]
• The current financial climate and Rob's take on it. [0:10:14.4]
• Reasons why current financial worries are justified. [0:13:08.1]
• The rise in popularity of ETFs. [0:14:50.9]
• The bad rep that mutual funds have been getting recently. [0:18:37.4]
• Good practices for parents to teach their children about money. [0:21:42.2]
• The FIRE Movement and comparing generational attitudes. [0:24:56.6]
• Rob's own many practices and who he goes to for advice. [0:30:39.5]
• How Rob defines success. [0:35:23.5]
• And much more!

For more information or to contact Cameron and Ben, visit pwlcapital.com