Rob Carrick

[gentle music] Hi there, and welcome to The FinDustry, a podcast for financial planners, investment advisors, and anyone with an interest in personal finance and financial planning.

I'm Rob Carrick, a longtime Globe and Mail personal finance columnist gone independent.

And I'm Shannon Lee Simmons.

I'm a certified financial planner and founder of The New School of Finance, as well as financial author.

I'm Roma Luciw, a personal finance editor at The Globe and Mail.

And I'm Rob Carrick, longtime personal finance guy and contributor to The Globe.

I'll be hosting some episodes this season alongside journalists from The Globe's personal finance team.

This season, we're asking you whether the trade war has changed the way you invest.

Right, in the honeymoon period.

So shout out goes to Rob Carrick of the Globe and Mail for putting this out.

He recently, quote unquote, retired, quote unquote.

Still writing articles and getting paid for it, so I don't know if he's fully retired yet.

Sometimes the smallest steps can make the biggest difference over time.

Today I'm joined by Rob Carrick, personal finance expert and co-host of the Globe and Mail's Stress Test podcast, and Shannon Lee Simmons, certified financial planner and personal finance columnist at CBC's Metro Morning.

Together, we'll cut through the noise, explore practical ways to build healthy financial habits, and talk about how small decisions today can lead to a more secure financial future.

So, let's get into it.

Hello, Shannon Lee Simmons and Rob Carrick.

Welcome to the Pension Blueprint.

Thank you.

With inflation remaining sticky in North America, elevated oil prices and rising bond yields, we're revisiting one of our favorite conversations on inflation and ways investors and advisors can stay ahead of it.

Hope you enjoy this encore, and we'll be back next week for an exciting conversation with veteran finance journalist Rob Carrick, one of Canada's most trusted voices on personal finance.

With inflation on the rise, is the traditional 60-40 portfolio still enough?

Today, we're breaking down what a more inflation resilient portfolio could actually look like in this environment and some practical tools that can help.

for having me.

That's it for today's episode.

Don't forget to tune in next week for some great personal finance nuggets with veteran journalist Rob Carrick.

You won't want to miss it.

I'm Shannon Lee Simmons, a certified financial planner, founder of the New School of Finance, and financial writer.

And I'm Rob Carrick, a long time Globe and Mail personal finance columnist gone independent.

Shannon, I had pretty much unlimited scope in the topics I wrote about as a personal finance guy, but I always followed this one rule: where possible, write about what's newsy.

And so I suggest that we kick off this second season of The Findustry with an episode on what the trade war means to planners, advisors, and clients.

Anything by Shannon Lee Simmons.

Rob Carrick has books.

Preet Banerjee has books.

There's so many.

Who do you think, "Wow, that person is really talented, and people should be giving him or her a lot more attention"?

I think your podcast is basically focused in on that whole group, from Ben Felix to Dan Bortolotti, to Preet Banerjee, to, to Rob Carrick, and a number of financial advisors.

As, as I s- said in an article, I'm writing on your retirement for MoneySense.

It's who...