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Home Retirement

DIY Retirement Planning Tips

by bullnews
June 19, 2025
in Retirement
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Alright, so here’s the thing. Roberts is juggling this gig—it’s a passion project, not just a grind. Maybe sounds cliché, but that’s how it is. He ditched a comfy ad job back in 2013 to chill in Tangerine. Says he’d leap at the chance to yap about investments all day if someone threw money at him for it. Honestly, who wouldn’t?

So, Roberts shoots out these email updates to the Retirement Club crew, y’know? And he’s all about that financial security. You can almost see him waving around a list of killer retirement calculators. He swears by them—some free, some you gotta shell out for.

His blog’s a fun read too—especially if you’re into self-driven investing. I can’t say I wasn’t roped into the whole thing: bashing high-fee funds and singing praises for low-cost index funds. DIY retirees basically steering their own pension ships. Wild, huh?

Now, those all-in-one ETFs we hear so much about? Supposed to be the magic bullet, right? Except people are biting their nails over market jitters, nuanced tax rules, and Trump’s trade antics. So yeah, a spot to swap stories with like-minded folks? Makes sense.

Jumping trains of thought here—Retirement Club isn’t just Zoom calls and emails. Roberts dubs their online space the “private island.” And why not? It’s a place to noodle on retirement stuff, with members tagging their pals and posting thoughts. They dream it’ll be the hangout for all Canadian retirees rushing through this crazy ride called life. Real-world survival stories are gold, you know?

I’ve sat in on these Zoom marathons—they’re epic. You got Roberts and Schmidt at the helm, fielding questions, letting members swap stories in breakout rooms. May’s session? Covered everything from annuities to the mysterious Purpose Longevity Fund. The vibes were strong.

ETFs were a big topic—brands thrown around like BlackRock and Vanguard—solid stuff. Roberts? He’s an ETF maestro, eyeing that “balanced growth” lineup but always sprinkling in some REITs, gold, even a dash of bitcoin. And oh, the Purpose Real Asset Fund? Total favorite. It’s like the Avengers of inflation-fighting ETFs.

And yeah, the wheels keep turning, but I think you get the picture.

Tags: DIYPlanningRetirementTips
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