Saversodes

Dave on the joys of simplicity

By Oaken Financial

November 6, 2019

Dave may describe his life as “simple”, but there’s a lot to be said about seeking an unassuming lifestyle, and Dave will be the first to tell you that true happiness is not based merely on your possessions. After a successful career in a demanding field, and thanks to his careful financial planning and down-to-earth...read more

Ted and his thoughts on the changing workforce

By Oaken Financial

September 25, 2019

It’s interesting to hear Ted describe how much easier it was for a young person to build a career back “in his day”. As Ted remembers it, in those days, if you had an undergraduate degree companies were eager to hire you and put you on the fast-track to middle management. Things have definitely changed...read more

Patricia and Ian on saving strategies and retirement

By Oaken Financial

August 22, 2019

By all accounts, Patricia and Ian have adjusted well to retirement, thanks largely to having the foresight and discipline to plan for their financial needs. However, as they discuss in this latest Saversodes video, the path to getting there was not always smooth. As many Canadians know only too well, saving for retirement or any...read more

Maria on distinguishing needs versus wants

By Oaken Financial

July 23, 2019

At some point or other, almost everyone struggles with the sensation of feeling a little “out of balance”. For those experiencing this phenomenon, the source can often be traced to some form of conflict or external stress. Not surprisingly, financial concerns are a frequent source of this conflict. And whether it’s managing your household expenses,...read more

Kevin on balancing his zest for life and fiscal responsibility

By Oaken Financial

July 4, 2019

The expression carpe diem, loosely translated from the original Latin, means to “seize the day” or “live for the moment”. Today, this same sentiment is found in the expression “you only live once”, or, as you’ve probably seen online, “YOLO”! The idea of living for the moment is a wonderful sentiment and may make for...read more

Marc on staying true to his values

By Oaken Financial

June 10, 2019

By his own admission, Marc is a frugal individual. He also has a long history of trying to live in an environmentally responsible manner, and it is personally important for him that his investments align with his values and ethics. Marc may have been an early advocate for what we now refer to as Socially...read more

Heather on financial survival and travel dreams

By Oaken Financial

May 22, 2019

You’ve probably heard stories about how people have been able to save astonishingly large amounts of money, simply by throwing their spare change into a jar they keep on their dresser at the end of each day. With the rise in use of electronic payments these days, this approach to saving may now be a...read more