Episodes

Feb. 28, 2024

PIMCO, Paul Reisz and Probabilities

In today’s episode Greg and Colin interview Paul Reisz. Paul is an Executive Vice President with PIMCO. Paul gives us some commentary on the state of the global bond markets, the economy, and what to expect in interest rate …
Feb. 21, 2024

Dumb & Dumb(er) Money

In today’s episode Greg and Colin review the movie “Dumb Money” and talk about the complexities we are faced with in finance. Enjoy the show!
Feb. 14, 2024

Lasso’s Lessons in Leadership

Ever wonder what makes a good leader? Why is this relevant to the investment advisory world? Listen in as Greg and Colin dissect this interesting topic. Enjoy the show!
Feb. 7, 2024

Econ 101 with Shay Kshatriya

In today’s episode Greg and Colin interview Shay Kshatriya, Director of Investment Strategies with Russell Investments. Shay talks about inflation, interest rates, the chance of a recession, and what to do about all of it. L…
Jan. 31, 2024

Election year musings…

Want to know what to do with your investment portfolio in an election year? Worried about the implications of the US election this year? If so then listen in to find out more…
Jan. 24, 2024

A pot pourri of investment advice

In today’s episode Greg and Colin look at recency bias, current headlines, noise and the value of advice. Listen in to find out more and enjoy the show!
Jan. 17, 2024

Genetic Editing and Portfolio Management

In today’s episode Greg leads Colin through the intricate details of genetic editing. What does this have to do with investing? Listen in to find out more!
Jan. 10, 2024

National Quitter’s Day…

Did you make any new year’s resolutions this year? Greg and Colin discuss National Quitter’s Day. What is it? When is it? How to avoid it? Listen in to find out more and enjoy the show.
Jan. 3, 2024

New Year’s Predictions

In today’s episode Greg and Colin look back at the predictions from analysts for 2023. Did they come true? Do they have merit? Listen in to find out more and enjoy the show!
Dec. 27, 2023

Year end wrap up…

In the final episode of 2023, Greg and Colin review headlines and events over the past calendar year. Have any of these issues caused a change in how you should invest? Listen in to find out more and enjoy the show.
Dec. 20, 2023

The Three Pillars of Retirement Income

In today’s episode Greg and Colin look at retirement funding. What are the three pillars of retirement funding? Are annuities something to consider? Listen in to find out more and enjoy the show.
Dec. 13, 2023

Not a broker…

In today’s episode Blair joins Colin to discuss this gatekeeper myth. Do brokers really have access to information only available to a secret society? Listen in to find out more and enjoy the show.
Dec. 6, 2023

Yogi-ism’s and Investing

In today’s episode Greg and Colin relate famous quotes from Yogi Berra to investing principles and current market events. “It’s tough to make predictions, especially about the future.” Yogi Berra. Enjoy the show!
Nov. 29, 2023

Hey Investor. Are you measuring the right things?

In today’s episode, Greg and Colin answer the question about what to do during times of volatility. Are you comparing the right things to the right things? Do you know what to measure your results against? Listen in to find …
Nov. 22, 2023

Dear AI, what question should I ask you about generative AI?

In today’s episode, Paige and Colin interview Mike Mason. Mike is the Chief AI Officer at ThoughtWorks. Mike gives us a breakdown of what AI is and how it is being used. Listen in to find out more and enjoy the show!
Nov. 15, 2023

Questions to ask your advisor

In today’s episode Greg and Colin discuss 10 things that you should ask your investment professional. If they can’t answer those questions…run! Listen in to find out more and enjoy the show!
Nov. 8, 2023

Swiftie and Arranged “Brand” Marriages

In today’s episode Greg and Colin talk about the importance of brand. How to build and maintain a brand and what do with if you have experienced brand erosion. Just ask Taylor Swift, listen in to find out more, and enjoy the…
Nov. 1, 2023

Hey September. What happened to you?

In today’s episode Greg and Colin look back at September and discuss market results as they relate to current events. Good information on what happened in September and what to do about it. Enjoy the show!
Oct. 25, 2023

Picking Stocks, finding the next Magnificent 7!

In today’s episode Greg and Colin talk about stock picking. Is this a stock pickers market? Listen in to find out more and enjoy the show!
Oct. 18, 2023

Brian Portnoy – Are you a mechanic, a guide, or both?

In today’s episode Steve and Colin interview Brian Portnoy. Brian is a founder of Shaping Wealth, an accomplished author, and just an all around good person with lots of knowledge. Brian breaks down wealth management to ask …
Oct. 11, 2023

Never skip leg day!

In today’s episode Greg and Colin continue their discussion around things that they have learned over the past quarter century of being investment advisors. Blue horseshoe says never skip leg day. Not sure what that means? W…
Oct. 4, 2023

Things we have learned

In today’s episode Greg and Colin discuss things about investing that they have learned over the past quarter century. Listen in to find out more and enjoy the show!
Sept. 27, 2023

The Open Faced Sandwich

In today’s episode, Greg and Colin look at sandwich generations. What stresses, risks, issues do you have when dealing with aging parents and raising kids at the same time. Listen in to find out more and enjoy the show!
Sept. 20, 2023

The Future of Fear, Greed, Risk and AI

In today’s episode Colin shares with Blair and Paige some of the findings from the Future Proof Wealth Festival this year. AI is the big theme…listen in to find out more and enjoy the show!