In this episode of The Free Lunch Podcast, Colin and Blair walk through a real conversation many investors are having right now: “Should we get out before it gets worse?” The instinct is understandable. But the plan often bec...
In reality, fear shows up in every market cycle. In this episode of The Free Lunch Podcast, Colin and Greg talk about why even seasoned investors feel unsettled during downturns, and why that doesn’t mean you should act on it...
With St. Patrick’s Day behind us, it’s a good time to separate myth from reality. In this episode of The Free Lunch Podcast, Colin and Greg explore why chasing the next big winner, timing the market, or relying on “being earl...
Each year, the World Happiness Report ranks nations based on factors like social support, health, freedom, trust, and economic security. In this episode of The Free Lunch Podcast , Colin and Greg dig into the patterns behind ...
In this episode of The Free Lunch Podcast, we explore how even high-earning households can feel “house poor” and why lifestyle inflation, low savings rates, and heavy debt can quietly erode financial flexibility.
In this episode of The Free Lunch Podcast, Colin and Blair walk through a case study of “Linda,” a 55-year-old investor with a $780,000 balanced portfolio. When markets fell 18%, she panicked and sold half her equities, only ...
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...