Navigating Retirement and Advice-Only Financial Planning - The Legend of Hanuman

Navigating Retirement and Advice-Only Financial Planning


It was my tremendous honour and privilege to speak with the one and only David Chilton (aka The Wealthy Barber) on his latest podcast episode.

We spent over an hour discussing retirement planning, advice-only planning, my unconventional transition to the world of personal finance and advice-giving, and much much more.

Dave is one-of-a-kind, a world class communicator, and truly one of the nicest people out there. His earlier work has been incredibly transformative and impactful in my own life, from the original The Wealthy Barber book published in 1989 that I read as a teenager, to The Wealthy Barber Returns in 2011.

Now Dave is back and on a new mission to help Canadians save, invest, and retire comfortably. In addition to the podcast, he frequently puts out short-and-to-the-point videos across his social media channels Subscribe to his newsletter and you’ll get a weekly recap of his videos and link to the latest podcast.

I hope you find the time to listen to the latest podcast episode or watch it on YouTube. I had blast chatting with Dave, and I think you’ll enjoy the conversation. If you can, please share it with someone who you think would benefit from the content.

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