Feeling behind? Why your parent’s financial timeline won’t work for you

02/19/25 • 27 min

We've all seen the ads: Hip investors in their 20s, happy homeowners in their 30s, and content retirees at 65. There's a lot of pressure to reach certain financial milestones by a certain age. But these deadlines aren’t working for everyone. It’s never been harder - or more unrealistic - to hit these milestones at the same age as previous generations. In this episode, Roma speaks with Sam Lichtman, founder of Millen Wealth Advisors, about why we need to adjust our expectations and rethink the personal finance timeline. We also speak with a B.C. man who just bought his first home in his mid-40s.

Previous Episode

From tariffs to crypto: A survival guide to investing in the Trump era

The news cycle hasn’t stopped since U.S. President Donald Trump was reelected. The past month has seen big ups and downs in the stock market, crypto, and the dollar. Whether you’re a novice investor or have lots of money in the stock market, you’re probably wondering what the second Trump presidency will mean for your finances. In this episode, Rob speaks with Aravind Sithamparapillai, an associate at Ironwood Wealth Management Group, to get his advice on investing during turbulent times. They talk about how tariffs could impact the market, the growing fascination with crypto, and whether now’s a good time to invest in the first place.

Next Episode

They ditched Canada's big cities for a cheaper lifestyle. How did it work out?

It’s been five years since the pandemic lockdowns began. As they dragged on, people working in cramped condos began craving more space – and began relocating to smaller cities, towns or rural areas, where housing was cheaper. So how did it work out for them? In this episode, we check in with guests from previous seasons to discuss their moves, whether it was good for their financial situation and if they’d ever think about moving back. We reconnect with a former pro hockey player who we met in Season 3. He relocated from Toronto to St. John, New Brunswick in the first year of the pandemic. We also hear from a B.C. woman who we spoke with in Season 9. She left her life in Vancouver for the coast of Spain.