Joined April 2009
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- Followers 63,211
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1,161 Photos and videos
Jun 8
For substack subs, now putting the finishing touches on the first installment of my ETF One-pagers for 2026. A short list of exchange-traded funds in key categories for investors who want help with the clutter of 2,000 ETFs listed on the TSX. robcarrickpf.substack.com/
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Jun 2
My AI experience this week booking a routine HVAC service call via AI-powered chat. Wrong fee quoted, and several dates were proposed that turned out not to be available. A human had to clean it up.
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May 20
In episode 5 of The Findustry podcast, I ask CFP Shannon Lee Simmons if it's a fail when someone who has an advisor retires with debt. open.spotify.com/episode/0FO…
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May 13
I tried six different high interest savings accounts - here are my thoughts open.substack.com/pub/robcar…
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Apr 17
Got aging parents? This checklist will help you prepare to help them manage their finances and care. open.substack.com/pub/robcar…
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Apr 8
Why I'm taking a pass on buying health insurance in retirement.
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Mar 31
My latest experiment on maximizing convenience and minimizing cost when paying the bills for travel.
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Mar 13
Introducing The Findustry, a new podcast for people in the financial advice biz. Co-hosted by me and Shannon Lee Simmons, CFP. open.spotify.com/episode/4qb…
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Mar 11
Season 12 of the Stress Test personal finance podcast for Gen Z and millennials kicks off with a look at how to prepare for something we all know is coming at some point - a stock market crash. theglobeandmail.com/investin…
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Mar 11
Thoughts on oil, inflation and how to protect your finances
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Mar 3
Thoughts on stocks, bonds, crypto and more amid war in the Middle East.
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Feb 24
How many times have I told a reader, "what you need is a financial planner?" Oh, thousands of times. That's why I wrote this post on my Substack personal finance newsletter. robcarrickpf.substack.com/p/…
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Feb 19
For 25 years, I've been writing about brokers and apps for DIY investing. Here's my latest take on who rules in 2026. robcarrickpf.substack.com/p/…
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Feb 13
A five-year glidepath into retirement from someone who has been there. robcarrickpf.substack.com/p/…
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Feb 3
The golden age of DIY investing is here, and it's not because anyone with a pulse can make money in stocks lately. Details in the first installment of the 2026 Digital Brokerage Report.
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Jan 27
Suddenly, I'm wondering if we have a worsening retirement savings problem in Canada.
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Jan 7
Adventures in cellphone land, trying to get a better deal on a monthly plan.
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23 Dec 2025
For investors who don't believe the stock markets will deliver yet another double-digit gain in 2026: open.substack.com/pub/robcar…
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15 Dec 2025
The year ahead in personal finance will be a handful: Eight totally doable steps you can take to get ready open.substack.com/pub/robcar…
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