In this episode of The Free Lunch Podcast, Colin and Blair continue their financial planning series by examining the Canadian macro environment, from housing and household debt to interest rates and inflation. Using a real-li...
In this episode of The Free Lunch Podcast, Colin is joined by Blair, Director of Financial Planning at Canvas Wealth, to kick off a new series focused on the role planning plays in long-term financial success. They explore ho...
From wars and sanctions to trade disruptions and surprise political events, global markets react quickly to uncertainty. In this episode of The Free Lunch Podcast , Greg and Colin walk through decades of data on geopolitical ...
Every January, investment firms release their top picks and bold projections for the year ahead. In this episode of The Free Lunch Podcast , Greg and Colin look back at the stock lists published in early 2025 and ask the ques...
In this episode of The Free Lunch Podcast, Greg and Jacob reflect on how the reality of wealth advising differs from what’s taught early on. Technical knowledge matters, but it isn’t what ultimately sets wealth advisors apart...
If there’s one lesson that kept showing up over nearly 300 episodes, it’s this: being reasonable beats being brilliant. In this episode of The Free Lunch Podcast , Colin reflects on five themes that have shaped the show over ...
When markets move, our instincts kick in fast. ⏱️ In this episode, Colin and Greg share a real example of a new investor reacting to a small short-term loss, and use it to explain why checking your portfolio too often can do ...
We’ve become far more comfortable with debt than we used to be. In this episode of The Free Lunch Podcast , Rob Carrick, one of Canada’s most trusted personal finance journalists and longtime columnist at The Globe and Mail j...
We procrastinate on taxes for the same reason we avoid the dentist. We know it’s important, it just feels uncomfortable. In this episode of The Free Lunch Podcast, Colin and Blair talk about tax optimization, early planning, ...
Is there really a free lunch when it comes to investing? According to Greg and Colin, there is one: diversification. It’s not exciting. It doesn’t make headlines. But it’s one of the few strategies that has improved outcomes ...
Where would modern thinking about markets be without the people who pushed it forward? This week on the Free Lunch Podcast, Colin and Greg reflect on the thinkers and researchers who reshaped the way we understand economic be...
We buy everything else on sale, but with stocks we do the opposite? In this episode, Colin and Greg talk with Mark Eibel about the strange way human behaviour shows up around money. The market rises more than 70% of the time,...
Most clients don’t actually want a stock tip. They want reassurance, they want clarity. They want to know, “will I be okay?” This week, Colin and Greg explore the emotional side of money with financial therapist Ashley Quamme...
🏡 Have a kid who’ll buy their first home one day? The First Home Savings Account (FHSA), part RRSP, part TFSA, all opportunity. In this week's episode of the Free Lunch Podcast, Colin and Greg explain how the FHSA works, the ...
In 2008, one client went all in on silver. Convinced inflation would soar, governments would lose control, and precious metals were the only safe bet, he put everything into silver. And technically, he was right. It hit $50 a...
If the Canada Pension Plan were a mutual fund, would you still buy it? 🤔 Greg and Colin dig into the real costs behind Canada’s national pension, how it stacks up against low-fee investing, and what it teaches us about simpli...
What are smart investors doing right now? According to Greg and Colin on this week of the Free Lunch Podcast they are: staying diversified, staying disciplined, and staying calm. They unpack how to think about: 💰 Bonds & cash...
Jonathan’s style was to blend practical financial advice with human behaviour and life lessons. This week, Colin and Greg reflect on the life and legacy of Jonathan Clements , the longtime Wall Street Journal columnist whose ...
AI was everywhere at Future Proof Festival. From Google searches to client service, every conversation circled back to how artificial intelligence is reshaping the industry. On this week’s episode of the Free Lunch Podcast, C...
🎓💰 Sending kids off to college or university? The sticker shock is real. Tuition, books, housing, can quickly add up to $20,000+ per year. In this week’s episode, Colin and Greg break down the real costs of post-secondary edu...
True or False: ❓ Diversification increases expected stock returns. ❓ Owning Canadian banks, pipelines, and utilities is enough diversification. ❓ Most active fund managers outperform their benchmarks over time. If you hesitat...
Tariffs go up. Inflation lingers. Politics heat up. And the cost of everyday life feels it. On this episode of the Free Lunch Podcast, Colin and Greg explore how U.S. policy shifts ripple through interest rates, inflation, an...