Weekly Round-Up -- April 23, 2025

This week Dave sits down with Brian Orlando—aka "Calm Money Coach”—for a practical conversation on simplifying your finances and building a plan you can actually stick to. From RRSP misconceptions to real-world challenges like rising costs and lifestyle pressure, Brian brings clear, no-nonsense advice you can use right away.

Also this week: The French version of “The Wealthy Barber” hits shelves in 6 days, and we’ve released Part 1 of our highly requested series on how to find a financial advisor—stay tuned for the next parts in the coming weeks.

PODCAST
Brian Orlando: The Case for Keeping Your Finances Simple

Our guest this episode is Brian Orlando — CPA and creator of the fast-growing Canadian personal finance account "Calm Money Coach.” Brian has over 15 years of experience across accounting, finance and tech, before recently leaving the corporate world to pursue financial coaching full time. His mission is simple: reduce money stress and help people build plans they can actually stick to.

In this conversation, Dave and Brian explore why simplicity is often the most powerful strategy in personal finance — from automating savings and avoiding high-fee products to cutting through common misconceptions around RRSPs and investing. They also dive into real-world challenges Canadians are facing today, including the rising cost of living, lifestyle inflation and the pressure to “keep up.” Along the way, Brian shares practical insights on everything from the Smith Maneuver to employer RRSP matching, renting vs. buying, insurance decisions and how to make smarter financial choices in your 30s and beyond.

If you’re looking for straightforward, no-nonsense financial advice that actually works in the real world, this episode is packed with practical takeaways you can implement right away. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms!

INVESTING
How Do You Find the Right Financial Advisor? Part 1

There are some incredibly good financial advisors out there today—so how do you actually find one?

ESTATE PLANNING
The Power of Attorney Problem No One Talks About

MAJOR problem in the Estate-planning space. PLEASE watch this video (We don’t beg often!)

KIDS’ EDUCATION
RESP Withdrawal Rules & Strategies

Moira Rose breaks down the two “buckets” of RESP withdrawals and why they need to be handled differently.

INVESTING
RRSPs Don’t Deserve The Hate They Get Online

Dave and Brian Orlando on why paying tax later doesn’t make RRSPs a bad choice.

KIDS’ EDUCATION
How to Get Grandparents Involved in Your Kids’ RESPs

Dave shares with Moira how his “joke” about getting grandparents to chip in for RESPs… actually worked.

THROWBACK THURSDAY
A Brilliant Way to Teach Teens About Investing — Part 2

⏪Throwback Thursday: Part 2 of a creative way to teach teens about investing—sometimes the best lesson is seeing how bad investments actually work.

“A great way to lose money!”

"Le Barbier riche” Hits Shelves in 6 Days

37 years ago my dad did much of the original translation work on “The Wealthy Barber.” When I received the 1st copy it was called “Un barbier riche.” I asked him, “Why ‘Un’ not ‘Le’?” — expecting a deep answer. “Wow, that’s a careless mistake by me!” Fixed in this version!

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