Podcast appearances and mentions of jonathan chevreau

Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto.  He was the Financial Post's personal finance columnist between 1993 and 2012 and editor-in-chief for MoneySense Magazine from 2012 to 2014.  He still writes the Retired Money column for MoneySense. In 2014, he launched the Financial Independence Hub, which usually publishes four blogs every week. Jon has authored several books with traditional book publishers like McGraw Hill and Key Porter books, including The Wealthy Boomer, and a series of mutual fund guides called Smart Funds. In 2016, he co-authored Victory Lap Retirement, a Globe & Mail bestseller. In my interview with Jon, we discuss: Housing affordability His 32-year-old daughter Helen saving in a FHSA General thoughts on Findependence What he's now doing in semi-retirement now he's turned 70

The Canadian Financial Summit is the #1 personal finance event of the year. And we're only one week away! Once again I'll be one of the speakers this year with three talks, and I'll be joined by over 35 other Canadian personal finance and investing experts such as Rob Carrick from the Globe and Mail, Ellen Roseman former Toronto Star columnist, and Jonathan Chevreau from MoneySense & Financial Independence Hub. As a listener of the Unconventional Wisdom podcast, you can get your FREE passes for a limited time here: FREE Pass www.edrempel.com/summit With your FREE pass, each morning, all the talks for the day will be available to you for a few days. If you want to access them forever, you can purchase an All Access Pass for $89. My three talks are: Thursday, October 19: Smith Manoeuvre in a Financial Plan & the New OSFI rules Friday, October 20: Dividend Investing Perfected with Self-Made Dividends All Access Pass Members ($89 upgrade) How to Design Your Retirement Income: An Overview Listen to my podcast episode to get a sneak peak into what I'll be talking about. Some more info about the talks: It's 100% online so you can stream all the talks right from your computer/tablet/phone. You don't need to go anywhere or buy anything. You can forward this to any of your friends to give them a FREE ticket. Here is your Free pass. See you at the Summit! FREE Pass www.edrempel.com/summit

“I suddenly realized that people were not that financially literate, people find it boring for some reason... and that was one reason for the novel... sugar-coat the bitter pill of personal finance by having a story.“ – Jonathan Chevreau    Connect with Jonathan Chevreau: LinkedIn Twitter Findependence Hub Selected links and people mentioned in this episode: Findependence Day by Jonathan Chevreau Money Sense Financial Post The Plot by Jean Hanff Korelitz Guerilla Frugality & Froogers by Jonathan Chevreau Harry Browne permanent portfolio concept in Fail-Safe Investing Jim Cramer Purpose Diversified Real Asset Fund The Wealthy Boomer by Jonathan Chevreau Victory Lap Retirement by Michael Drak and Jonathan Chevreau Younger Next Year 2021! Facebook group The Master Game by Robert S. de Ropp Connect with REIN Canada REIN Canada CEO@reincanada.com REIN Channel Facebook Instagram Twitter SHOW NOTES [02:08] Patrick introduces his next TEDM guest and fellow research aficionado: Jonathan Chevreau. [03:27] Jonathan and Patrick kick off their conversation to touch on Jonathan's “Findependence Day” and the fun stuff he's working on now in semi-retirement. [05:27] Jonathan recounts his story of getting started in the journalism business, and what brought him into the finance arena to become a leading authority on money and investing through his columns, blogs and books. [09:32] REIN talk: in the context of taking action towards one's future financial security Jonathan includes REIN in that equation and the sound education they have been providing for members. Just one investment property can have a big impact on one's bottom line.... so why didn't Jonathan ever buy one? [13:38] Interest rates, housing prices, debt aversion, and maybe a regret or two. [19:02] Was it always about the writing for Jonathan or did he have a different motivation for the path he took? Jonathan dives a little further into his thought process, the influence of his father, writing, and the great Canadian novel. [23:46] An interesting start in tech writing at Globe and Mail, Jonathan explains his draw to that beat and some notable characters he interviewed in the early days of their business empires. Eventually his beat evolved into finance, and he soon learned that there were a lot of folks not only lacking financial literacy but averse to the conversation at all. He found a way to “sugar coat the bitter pill of finance.” [28:20] Jonathan speaks to the gap he sees between individuals who are behind the eight ball and perhaps living beyond their means and those who appear to be ahead of it and are creating a surplus with their finances. [32:00] Keeping up with Jones'. Jonathan and Patrick discuss the role of social media and consumerism, key differences between generations, side hustles, and social pressures the younger generations face. [39:11] Without a doubt multiple streams of income can alleviate some financial pressures and Jonathan further discusses the concept of diversity in wealth investment to mitigate unforeseen economic impacts. [43:05] Jonathan shares his experience in the stock market over this past year and a half, some of his best picks and his inclination toward conservative risk management. [46:57] Crypto conversation! Jonathan and Patrick speak to both their own experiences and feelings on crypto currency and what they've seen others experience with Bitcoin and Ethereum. [49:37] Clicks over bricks: whether you're online trading, investing in precious metals or utilizing the power of leverage in real estate (ideally a mix of all styles) the key is to understand the game you're in. [51:16] Jonathan shares his view of the current economic situation, and in his view, ways to mitigate the risks. [54:24] Patrick dives into a short rant on the issue of unemployment, economics, the strength of Canadian real estate but also the rocky position of supply and demand.

Episode 122 – Jonathan Chevreau – Flying the Findependence Flag by Patrick Francey

Today we're going to cover the top ETFs in Canada, specifically for Canadian investors. These findings are based on 8 experts in this field who are part of the Best ETFs in Canada Guide which is published annually on MoneySense and written by the one and only Jonathan Chevreau. In this episode, we're going to talk about what the findings were with the creator of the guide, and one of the top Analysts from the panel. We will actually give you the ticker symbols of the top ETFs according to the panel of experts, and we will discuss why those particular ETFs were chosen, and go into detail about some of the nuances so that you can better choose which ETF is better for your situation. Each category has several finalists so it's important to know the caveats of how they differ so that you can choose the one that's right for you. This interview expands on what you will find in the text version of the guide, so use this interview as a supplement to the MoneySense written guide, which you can find at buildwealthcanada.ca/moneysense. If you liked the episode sign up for free to receive all new episodes as they get released, news on giveaways, and the free guide on the Top 5 Personal Finance and Productivity Tools.

Our guest this week is Eduardo Repetto. Eduardo is chief investment officer of Avantis Investors, where he is responsible for overseeing the research, design, and implementation of the firm's investment strategies. Prior to forming of Avantis in 2019, Eduardo was co-CEO, co-CIO, and a director at Dimensional Fund Advisors. Eduardo earned a Ph.D. in aeronautics from the California Institute of Technology, and an MSc degree in engineering from Brown University.BackgroundBio“American Century Launches Systematic Active Manager Avantis Investors,” by Christine Williamson, Pensions & Investments, June 26, 2019. Hal HershfieldSuzanne ShuMeir StatmanMarkets and Factors "'Is a Hot Dog a Sandwich?' Ex-DFA Chief Weighs Factor Funds and Starting Anew,” by Alex Steger, citywireusa.com, July 30, 2019.“The Joint Distribution of Value and Profitability: International Evidence,” by Sunil Wahal and Eduardo Repetto, papers.ssrn.com, Nov. 30, 2020.“Could ‘Flying to Safety' Be Dangerous?” by Eduardo Repetto and Phil McInnis, avantisinvestors.com, April 2020. “Patrick O'Shaughnessy: ‘Custom Indexing Unlocks a Lot of Benefits,'” The Long View, Morningstar.com, May 12, 2021.“A Discussion About Value and Small-Cap Factors With Avantis Investors' CIO Dr. Eduardo Repetto,” Jonathan Chevreau, findependencehub.com, March 30, 2021.”“Two Active ETFs We Like,” by Ben Johnson and Susan Dziubinski, Morningstar.com, Feb. 21, 2021.

A veteran journalist, Jonathan Chevreau has more than 4 decades of experience in newspapers and magazines. He's a book author with titles like Smart Funds, The Wealthy Boomer, Findependence Day, and most recently co-authored Victory Lap Retirement. These days he's CFO at the Financial Independence Hub. Who better to talk to about the state of the investor! This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain 'forward looking' information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.

Jonathan is a veteran financial columnist, blogger and author based in Toronto. He was the Financial Post's long-time personal finance columnist and editor-in-chief for MoneySense Magazine. Unlike many of my interviewees who have made radical changes in their post-career initiatives, Jon continues with many of his former activities, but at a more relaxed pace, scaling back, he says, from a former 4-hour work day to a current 3-hour one!

Watching the stock market these days is like looking at a falling elevator — and investors are starting to panic. Personal finance columnist Jonathan Chevreau joins host Emily Jackson with advice on how best to ride out this storm

Watching the stock market these days is like looking at a falling elevator — and investors are starting to panic. Personal finance columnist Jonathan Chevreau joins host Emily Jackson with advice on how best to ride out this storm

I read a lot of personal finance books. I also read a lot of niche books on retirement planning. And I’ve gotta say, most of them are so dry it takes me months to finish them. Not Victory Lap Retirement by Mike Drak though. I was given this book (the 1st edition) by Mike’s co-author Jonathan Chevreau at the Canadian Personal Finance Conference a few years ago, and even though it took me until last winter to finally read it…I loved it! I’d say the only other book that I whipped through in record time was Andrew Hallam’s Millionaire Teacher. So, once I finished reading it, on top of telling everyone I know to read it, I made a plan to get Mike on the show. And here is that episode! Mike Drak is a 38-year veteran of the financial services industry, so when he started his victory lap in 2014, he felt compelled to write a book about what he knew on the subject. That and he found that all the retirement books out there only talked about saving up enough for retirement, not what life in retirement actually meant. Something to get excited about too, his second book titled Retirement – Heaven or Hell? is coming out in 2020. Now, what I love most about Mike’s concept of victory lap retirement is that it’s a way to stop thinking of retirement as an end to something. I honestly dread the idea of retirement. It means you’re done with your career and are basically in the last phase of your life. I know many people think of retirement as one big vacation and what’s not to love about that, but for me it always fills me with dread and panic. I don’t want to just hang out with nothing to do and just watch the clock tick. I love working! I love having a purpose! I don’t want to retire! Mike agrees. We need to stop this idea of full-stop retirement and think of “retirement” as point in your life in which you’ve reached financial independence (you have enough money or assets to live on without working again) so you can do whatever you want with very little risk taken. It’s when you can start a second career, or just devote your time how you want, not how you have to because you need to earn money. For me, the concept of victory lap retirement fills me with hope, not dread. So if you ever feel a bit panicked when you start thinking about retirement, read this book (and obviously listen to this episode!). Visit jessicamoorhouse.com/contests to enter to win a copy of her book! For full episode show notes visit https://jessicamoorhouse.com/208

On the show today we are going back to basics, just Cameron and Benjamin going through some useful topics for your financial benefit! We start talking about GIC's and the article on MoneySense that led to this conversation. GIC's have a somewhat mix and match reputation, one which we believe has been often misunderstood and misrepresented. We try to show in which ways people have been misled into thinking that GIC's are the best option when, we believe, they are not. From there we turn to more general portfolio ideas, comparing the performance of the S&P 500 over time and drawing on a very useful study that illuminates the index's limitations. Our last topic for today is around saving for college and RESP's or registered education saving plans. We talk about asset allocation, how to think about starting and best practices when drawing on these funds. We finish off the show with some bad advice regarding dividend investing that actually referenced a video we made! So for all and a bunch more great stuff, be sure to tune in today!   Key Points From This Episode:  Our recent summer travels and getting away from it all! [0:03:02.4] The article by Jonathan Chevreau that sparked part of today's discussion. [0:05:46] GIC's, long term returns and the financial implications of your choices now. [0:07:15.2] Reasons why returns on GIC's can be misleading in the short term. [0:11:02.7] The S&P 500's performance against other portfolio options. [0:13:56.3] Market drops and risk appetites during panic periods. [0:19:15.2] Saving and drawing on college funds and education plans. [0:22:40.2] Asset allocation and the best way to think about covering costs. [0:27:41.1] Withdrawing funds and making the most of unused college savings. [0:31:21.3] This week's bad advice! An argument about dividend investing. [0:33:30.8] And much more!

Welcome to Episode 35 of the Rational Reminder Podcast. Today on the show we are joined by Jonathan Chevreau who is the founder of Independence Hub. He has authored and co-authored many books and has contributed to The Globe and Mail, The Financial Mail, and Money Sense. Jonathan is here today to talk about financial independence and having that “findependence” while still being extremely engaged in things that you enjoy doing. He also shares with us why your aim shouldn’t be retirement and what he means by a victory lap. We also dive into the role that media plays in investor behaviors and exactly what Jonathan defines as a success life. Jonathan’s insights on financial independence alone are incredibly valuable, and anything on top of that is simply a bonus! So, for an incredible conversation, be sure to join us!  

Jonathan Chevreau, founder of the Financial Independence Hub and co-author of Victory lap retirement fills us in on how retirement is going.

What is Findependence and how did the term originate? What's the difference between Findependence and Retirement? How about the difference between Findependence and Victory Lap Retirement? How did that book come about? What does Canada’s two-tiered retirement system mean? How to pensionize a nest egg? What is the role of annuities? How to enhance retirement income, delay CPP or OAS? What are the 4 stages of Retirement?   Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto. In 2014, he launched the Financial Independence Hub, aka FindependenceHub.com, which covers the topic from a North American perspective. It is aimed at both baby boomers and their children, the millennials.  The site has now published more than 1,000 blogs. He published the financial novel Findependence Day in Canada (Power Publishers, 2008) and a US edition of Findependence Day in the United States (Trafford, 2013, also on Kindle). Both books make a distinction between traditional “full-stop” retirement and the more useful term, Financial Independence, which the books contract to simply Findependence. In 2014, he also published two concise e-books (also in US and Canadian editions) that summarize the plot and the major financial lessons learned by the characters:  A Novel Approach to Financial Independence (Amazon.com). Jon has also authored several books with traditional book publishers, including The Wealthy Boomer and several editions of Smart Funds, all published by Key Porter Books. His latest book, co-authored with Mike Drak, is Victory Lap Retirement, was published this fall, and is available at Chapters Indigo and major independent book stores, or online at http://www.victorylapretirement.com/ He has a large Twitter following at @jonchevreau and uses most other major social media platforms.

Why hoarding your RRSP's until the end may not be the best plan. Jonathan Chevreau is founder of the Financial Independence Hub and co-author of Victory Lap, weighs in. 

On today's show, I review 10 personal finance books that would make great gifts and/or would be a great start to your own personal finance library. All 10 books are listed below, with the time stamp from the podcast, if you wish to jump ahead and listen to my comments on a particular book: General Money Management The Wealthy Barber Returns by David Chilton (2:35) Wealthing Like Rabbits by Robert Brown (3:20) 397 Ways to Save Money by Kerry K. Taylor (9:40) Stop Over-Thinking Your Money by Preet Banerjee (11:06) Debt-Free Forever by Gail Vaz-Oxlade (11:54) Protecting Your Money – A Guide to Identity Theft and Fraud by Kelley Keehn (14:24) Real Estate When the Bubble Bursts by Hilliard Macbeth (19:32) Burn Your Mortgage by Sean Cooper (23:26) Retirement Victory Lap Retirement by Jonathan Chevreau and Mike Drak (27:19) Thinking Thinking, Fast and Slow by Daniel Kahneman (28:48) Of course, I am also quite proud of my own book, Straight Talk on Your Money, which I discuss briefly at the end of the show.The first five books on the list are great for all age groups. Books #6 and #9 are particularly good for either seniors or adult children of seniors, and book #10 is great for anyone who wants to take a "deep dive" into how our brains work. I hope you enjoy the list!

In this episode, Aman provides some interesting updates from his previous episode where he was critiqued by a blogger regarding his use of questions as it pertains to the performance of his robo portfolio. It's also an episode of firsts as Aman presents his first book report since Grade 3. One of his goals this year is to read some of the personal finance books that have been piling up in his house. Aman's book report is on the book, Victory Lap Retirement, written by Mike Drak and Jonathan Chevreau.

Guests: Jonathan Chevreau and Mike Drak, Muluba Habanyama, Katherine Parent, Kris Abel & Amanda Sadler. Support What She Said on Patreon: http://www.patreon.com/WhatSheSaidTalk SUBSCRIBE to What She Said! http://www.youtube.com/WhatSheSaidTalk Download our Free iTunes Podcast: http://www.apple.co/1U700c0 Follow us on Facebook/Twitter/Instagram: @WhatSheSaidTalk http://www.whatshesaidtalk.com What She Said! with Christine Bentley & Kate Wheeler airs Saturday and Sunday at 6PM ET on The Jewel Radio Network. Listen LIVE on the APP: http://www.streamdb5web.securenetsystems.net/v5/CKDX

It was billed as a tell-all memoir of Rob Ford's time in office. Doug Ford promised he would call out the scams, the cheats and the liars in his new book, Ford Nation, but does it deliver? He joins Libby in studio to talk about it. And – As we age, many people want to discuss retirement – but not these two! At least not how most people think of it…Mike Drak and Jonathan Chevreau wrote Victory Lap Retirement, a retirement book about not retiring. Libby finds out all the details from the two authors.

It was billed as a tell-all memoir of Rob Ford

Veteran financial columnist and author Jonathan Chevreau shares insights from his latest book, including why financial independence is better than retirement, why the word “retirement” needs to be retired, and money advice for millennials.

Today’s podcast is the first ever podcast interview with Jonathan Chevreau and Mike Drak together, talking about their new book Victory Lap Retirement.  This is so exclusive an interview that the book won’t even be officially released until October 10, 2016 but it is available for pre-order at amazon.ca, and the Kindle version is available now. Jonathan was a guest back on Show #5 where we discussed his previous book, Findependence Day. Mike Drak created the concept of a Victory Lap as an alternative to retirement, and teamed up with Jonathan to write their new book. So what is a Victory Lap? You will have to read the book for a full description, but as Jonathan and Mike and I discussed the concept of retirement has changed significantly.  Our grandparents and parents had a good chance of working at the same company until aged 65, and then retiring with a full pension before dying at age 70. Today almost no-one works at the same company for their entire working life, and most employers no longer offer full pensions, so the old fashioned view of retirement at age 65 with a full pension is no longer reality for most workers. Full details on the podcast.

For the month of August we are rebroadcasting our most popular shows. We're going to wrap up our "Best Of" summer series with a discussion we had with Jonathan Chevreau about obtaining your own version of Financial Independence or "Findependence" as Jonathan calls it. Jonathan's approach to getting out of debt is to adopt a form of guerrilla frugality in order to get out of debt, stay out of debt and reach your goal of financial freedom. Last week with talked about how people get so deep in debt without evening knowing how they got there. One of the underlying problems is a lack of a balanced budget.  To get out of debt Jonathan suggested taking the concept of balancing your budget one step further to something he calls 'Guerrilla Frugality'. He suggests we should live below our means, not just for a year or two, but as a life-long habit. Only by doing so can you pay off your debts and build a strong financial foundation that will support you throughout your life.   In many regards that is the lesson learned by most people who file bankruptcy or a consumer proposal. Without access to credit while they are bankrupt, they must learn to live within their means. No credit cards means paying for groceries, the rent and everything else by cash or cheque. This is the ultimate way to ensure you live within your means. 

Veteran finance writer Jonathan Chevreau discusses investing in Canada and why the word “retirement” needs to be retired.

Jonathan Chevreau’s byline has appeared on the National Post for over 20 years writing about personal finance topics.  As he says in today’s interview: “To me, debt is something to be dispensed with as soon as possible.”   It's impossible to be financially independent if you are carrying debt.  Eliminating debt is the first step.  How do you do that?  Mr. Chevreau explains his concept of guerrilla frugality to live as frugally as possible, so that you can pay down debt, and then start saving money.

The election promises are coming fast and furious, and that's been no different on the personal finance side of things. The Conservatives recently announced they will allow couples to split their income for tax purposes, and also said they will double the TFSA contribution limit. FP's personal finance columnist, Jonathan Chevreau, provides his take. Also — with the ECB raising interest rates this week for the first time in three years, attention now turns to Canada, which has not touched its own rates since last September. Doug Porter, deputy chief economist with BMO Capital Markets, gives FP a rundown of the issues.

Alert, cheap chic shoppers everywhere: Target is coming to Canada. FP retail reporter Hollie Shaw has the all the details on the newest competitor on the shopping landscape./They're the two acronyms that force you to make one big investment decision. This week we sit down with FP's personal finance columnist, Jonathan Chevreau, to talk about the best way to make use of these investment options.