Episodes

June 18, 2025

What is a SERP? Or an RCA?

Saving for retirement doesn't come with a one-size fits all plan. Colin and Karyn sit down with Ryan Ackers, Senior Vice President at Growth and Corporate development with GBL, to unpack the Supplemental Executive Retirement ...
June 11, 2025

Happy Father’s Day!

Being a dad doesn’t come with a playbook. Colin and Karyn get candid about what it really means to be a dad in today’s world and why mental health needs to be part of the conversation. From financial stress and parenting pres...
June 4, 2025

Family Law Fireplace Chat with Marty Birky

Colin and Blair are joined by special guest Marty Birky for a candid conversation about one of the toughest topics to discuss: divorce. From navigating asset division and child support to avoiding common legal missteps, Marty...
May 28, 2025

Bonds vs Bond Funds - What’s Better?

Colin and Karyn dig into one of the most common fixed income questions: should you buy individual bonds or bond funds? They cover everything from yield curves and cash flow needs to diversification. Whether you are building w...
May 21, 2025

Sell in May?...Nah. Busting Market Myths

Should you really “sell in May and go away”? Colin and Karyn are here to bust that old market myth—and a few others while they’re at it. From summer slumps to tariff turmoil and the real role of global markets, they separate ...
May 14, 2025

The Cost of Edu(ma)cation

Colin and Karyn dive into the true cost of post-secondary education in Canada - from tuition and rent to blenders and parking passes. They break down RESPs, government grants, student debt, and whether a university degree or ...
May 7, 2025

What Do Moms Really Want for Mother’s Day?

It’s not just flowers or brunch. Colin and Karyn unpack what moms actually want: peace of mind, financial stability for their kids, and a future free from money stress. From saving strategies to estate planning, this heartfel...
April 30, 2025

Trade wars, Portfolio Strategies & The Central Bank

Colin, Karyn, and Steve break down the global tensions making headlines. From the impact of tariffs and currency swings to central bank policy and investor behaviour, this episode is your market sanity guide in a noisy world....
April 23, 2025

Reading Your Way (To Success!)

In honour of World Book Day, Colin, Karyn, and Blair share their top finance and investing book recommendations - from timeless classics to modern favourites. Whether you are just getting started or deep into your financial j...
April 16, 2025

Preserving Wealth for the Ones You Love

Colin and Karyn welcome back special guest Jonathan Ng for a conversation important for your loved ones. From spotting the signs of financial vulnerability to choosing a trusted contact person, they explore the key legal and ...
April 9, 2025

The Evolution of Advice

From stock-picking stress to personalized planning, Colin and Karyn trace how financial advice has transformed over the years. They explore the shift from commissions to fees, the rise of robo-advisors, and why the human touc...
April 2, 2025

World Health Day…Stress, Fitness & Finances

Colin, Karyn, and Monique discuss how financial stress affects our health, mindset, and decision-making. From money worries to comparison traps, they explore ways to reframe financial anxiety and build resilience. Plus, Moniq...
March 26, 2025

Diversification and Zero-Sum Games

Calgary is built on oil & gas, but does your investment portfolio reflect too much of the same? Colin and Karyn break down how home bias may affect investors in resource-heavy cities. They also unpack zero-sum games, active v...
March 19, 2025

Death & Taxes: What You Need to Know

Colin and Blair tackle two things no one can escape—death and taxes. From TFSAs and RRSPs to joint accounts, they break down strategies to minimize estate taxes, maximize wealth transfer, and avoid costly mistakes.
March 12, 2025

Can You Escape Market Volatility?

This week, Colin and Karyn dive into the reality of market ups and downs—spoiler alert: volatility is unavoidable! From recent tariff-driven swings to the power of diversification, they unpack how to navigate uncertainty and ...
March 5, 2025

Does Gender Make a Difference in Investing?

Colin and Karyn sit down with Dr. Meghaan Lurtz, a leading expert in financial psychology, to explore how men and women approach investing. Do women really take fewer risks? What does it all mean for long-term success? Listen...
Feb. 26, 2025

When Markets Seduce and Confuse

Colin sits down with Meb Faber, co-founder and Chief Investment Officer of Cambria Investment Management, to unravel the emotional rollercoaster of investing. From market euphoria to unexpected downturns, they discuss how to ...
Feb. 19, 2025

Millennials Wealth with Dan Solin

In todays episode Colin and Karyn interview Dan Solin. Dan is a New York Times Best Selling Author who has recently published Wealthier: The Investing guide for millennials. Listen in as Dan shares his knowledge on what to te...
Feb. 12, 2025

Valentine’s Day – Heroes & Villains

Every couple has a story. Sometimes one plays the hero, while the other plays the villain. In reality, it all comes down to perspective. In today’s episode, Colin and Karyn discuss the dynamics of couples and money, and the c...
Feb. 5, 2025

“It’s Groundhog Day!” with Brian Portnoy

Colin and Karyn are joined by special guest Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth. Together, they explore how investors can avoid repeating the same financial mistakes. Listen in to lea...
Jan. 29, 2025

Blue Monday and Dr. Daniel Crosby

In today’s episode Colin and Karyn interview Dr. Daniel Crosby, who is the Chief Behavioural Officer at Orion, a New York Times Best Selling author, and friend of the show. Listen in to find out more about Blue Monday and the...
Jan. 22, 2025

An interview with a Chief Evangelist, Samantha Russell

In today’s episode Colin interviews Samantha Russell, Chief Evangelist with FMG Suite. What is a Chief Evangelist? Listen in to find out more and enjoy the show!
Jan. 15, 2025

Talk’n Stocks and Stuff with Shay Kshatriya

In today’s episode Colin interviews Shay Kshatriya. Shay shares his insight on the markets, economy, interest rates, inflation, and other things. Listen in to find out more and enjoy the show!
Jan. 8, 2025

Capital Market Assumptions and 2025!

In today’s episode Colin and Karyn talk about what to expect for 2025. Another year of double digit return in equities? Or something else? Listen in to find out more and enjoy the show!