I’m down at the Canadian Personal Finance Conference this weekend, which means there will likely be a few first-time readers stopping by, so let me say “Welcome!” and give you a few places to start here, as there’s a lot of stuff in the archives here and it is not all gold.<\/p>\n
I’m the author of The Value of Simple: A Practical Guide to Taking the Complexity Out of Investing<\/a>, a book that walks you through how to become a do-it-yourself investor using a simple, easy-to-follow index investing strategy. It’s focused on just solving that problem, specifically for Canadians, so it can focus down and get into a lot of detail, including step-by-step instructions with screenshots. I’m very proud of the book, and I’m happy (and secretly validated by the fact) that it has a lot of positive feedback and reviews — lots of people have been looking for a guide like this (even if they didn’t know it yet).<\/p>\n After writing the book, I was still getting questions from readers looking for even more detail, so I created an online course to go into even more detail on how <\/strong>to invest<\/a> with multiple media. It is open for registrations, and is mostly complete. Read the syllabus here<\/a> — note that I had originally intended to complete the course roughly now (late November), but due to a family emergency am a few weeks behind full completion. <\/p>\n Investing Resources<\/b>:<\/p>\n I’ve made a number of spreadsheet tools and infographics over the years, these are some of the best and most popular:<\/p>\n Personal Finance Reading Guide<\/a> And a big thing that I’m very happy to be a part of is a tool spearheaded by Sandi Martin to compare the costs of robo-advisors in Canada<\/a>. <\/p>\n I also created a free directory of fee-only planners<\/a> after MoneySense decided to ditch their popular directory.<\/p>\n About Me and the Blog:<\/b><\/p>\n I trained as a scientist (PhD in Medical Biophysics), and have a day job as a science writer\/editor in Toronto. For personal finance, I’ve written a lot, I give talks at the Toronto Public Library from time to time (including this Monday at the Eatonville Branch<\/a>), and I just recently joined the Because Money<\/a> team as the on-air producer for season 3.<\/p>\n The blog covers a lot of ground. It is very old — the silly title dates back to an in-joke in high school. Sometimes I’m all serious and professional, spending a lot of time to craft a guide, infographic, or tool; sometimes I just whip out a rant or get totally silly. I hope you enjoy it. <\/p>\n","protected":false},"excerpt":{"rendered":" I’m down at the Canadian Personal Finance Conference this weekend, which means there will likely be a few first-time readers stopping by, so let me say “Welcome!” and give you a few places to start here, as there’s a lot of stuff in the archives here and it is not all gold. I’m the author […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"_links":{"self":[{"href":"https:\/\/www.holypotato.net\/index.php?rest_route=\/wp\/v2\/posts\/1674"}],"collection":[{"href":"https:\/\/www.holypotato.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.holypotato.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.holypotato.net\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.holypotato.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1674"}],"version-history":[{"count":2,"href":"https:\/\/www.holypotato.net\/index.php?rest_route=\/wp\/v2\/posts\/1674\/revisions"}],"predecessor-version":[{"id":1712,"href":"https:\/\/www.holypotato.net\/index.php?rest_route=\/wp\/v2\/posts\/1674\/revisions\/1712"}],"wp:attachment":[{"href":"https:\/\/www.holypotato.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.holypotato.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.holypotato.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nTFSA vs RRSP Decision Guide<\/a>
\nA Capital Gains Tracking Sheet for Non-Registered Accounts<\/a>
\nGuide to Canadian Taxes for Freelancers<\/a>
\nThe Rebalancing Spreadsheet<\/a>
\nRent vs. Buy: the Investment Spreadsheet<\/a> — note that in hindsight I want to re-write some of the text around this tool to make it easier to jump in cold, but the spreadsheet itself is still a powerful tool. <\/p>\nComing soon<\/del> Now up: a CPP calculator for the new CPP rules<\/a>. <\/p>\n