Weekly Round-Up -- May 28, 2026

Author

Aidan Stride
May 28, 2026

Good morning! One of the most common questions we receive is: How do I find a good financial advisor? This week, the fourth and final installment of our advisor series was released. If you’re looking for an advisor, be sure to check out this series.

Our guest this episode is Robb Engen, advice-only financial planner and longtime voice behind Boomer & Echo. Dave and Robb dive into one of the biggest challenges in retirement planning: why so many Canadians who have saved diligently their entire lives struggle to spend their money in retirement. Along the way, they discuss tax planning, RRIFs, retirement-income strategies and the psychological side of decumulation.

PODCAST
Robb Engen: Retirement Advice for Regular Canadians

⬆️ Click to watch the podcast.

Our guest this episode is Robb Engen — a Qualified Associate Financial Planner (QAFP), advice-only financial planner and the longtime voice behind Boomer & Echo, one of Canada's most-read personal finance blogs. Robb returns to the show to share what he's learned helping regular Canadians plan, save and spend through retirement with confidence.

In this episode, Dave and Robb take a deep dive into one of the biggest paradoxes in retirement planning: why so many Canadians who have done everything right are still afraid to spend their savings. They break down the "golden tax planning windows" in your sixties, the trade-offs between RRSP and TFSA withdrawals and why DIY retirement income planning is much harder than the accumulation years that came before it. Robb also explains how to budget for lumpy, one-time retirement expenses and why the current RRIF minimum withdrawal rules deserve a rethink, especially for single retirees.

Whether you're approaching retirement, already there or just trying to think more clearly about decumulation, this episode is packed with practical, no-nonsense insights from one of Canada's most trusted personal finance voices. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms!

THROWBACK THURSDAY
Parents: Do NOT Feel Guilty

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⏪Throwback Thursday: A message a lot of parents in Canada probably need to hear right now.

“The housing-affordability crisis is also affecting some want-to-be-buyers’ parents.”

PODCAST CLIP
The Three Keys to Living a Happy Life

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Daniel Crosby explains why true wealth is about far more than money.

INVESTING/SPENDING WISELY
The Investing Epidemic Affecting Many Young Men

⬆️ Click to watch this video.

Dave and Daniel Crosby discuss the dangerous rise of gambling disguised as investing.

INVESTING
How Do You Find the Right Financial Advisor? Part 4

⬆️ Click to watch this video.

Can ChatGPT handle your financial planning? Dave explains why people should still be very careful.

RETIREMENT PLANNING
Many Retirees Aren’t Spending as Much as They Safely Could

⬆️ Click to watch this video.

Robb Engen discusses what the research says about retirement spending and why some of the best savers have the hardest time drawing down their capital.

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