Weekly Round-Up -- April 30, 2026

Happy Thursday! This week Dave sits down with Frederick Vettese, one of Canada’s leading retirement experts, for a wide-ranging conversation on how prepared Canadians really are for retirement and the key decisions that shape it. From annuities to RRSP strategies, Fred brings thoughtful, practical insight throughout.

Also this week: Part 2 of our “how to find a financial advisor” series, a popular throwback on probate and more podcast highlights.

PODCAST
Frederick Vettese: Retirement Planning Advice on CPP, Annuities and More

Our guest this episode is Frederick Vettese — former Chief Actuary at Morneau Shepell (now Telus Health), longtime Globe & Mail columnist and one of Canada’s leading voices on retirement planning. Fred is also the author of four books on retirement, including the bestselling “Retirement Income for Life.”

In this episode, Dave and Frederick cover a wide range of retirement topics from why many Canadians may be more prepared than they think to how annuities can fit into a retirement income plan. They also discuss reverse mortgages, whether it makes sense to delay OAS, RRSP meltdown strategies and how thinking around withdrawals has evolved over time. Along the way, Frederick shares thoughtful perspectives on carrying a mortgage into retirement, gifting to adult children, universal life insurance and his own estate planning approach.

Whether you’re approaching retirement or simply want to better understand the key decisions that shape it, this episode is packed with practical insights and real-world advice from one of Canada’s top experts. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms!

THROWBACK THURSDAY
Probate Explained — Key Lessons and Mistakes to Avoid

⏪Throwback Thursday: One of our most watched videos—and for good reason. Probate is one of those topics people often overlook… until it really matters.

“Probate. What is it? Why should you care? This is interesting! I promise!”

SPENDING WISELY
The Biggest Wealth Killer for Young People

Dave and Brian Orlando on why overspending on cars quietly destroys wealth—especially when you’re young.

INVESTING
The Triple Benefits of FHSAs — Use One If Saving For a Home

Dave and Brian Orlando discuss why the FHSA offers a rare “triple benefit” for first-time home buyers.

INVESTING
How Do You Find the Right Financial Advisor? Part 2

Part 2: Dave breaks down the three advisor models so you can figure out which one actually fits you.

Stay tuned for Part 3 next week!

RETIREMENT PLANNING
Why You Might Be in Better Shape for Retirement Than You Think

Dave and Fred Vettese discuss why many Canadians may need less income in retirement than they think.

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