Episodes

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!
Sept. 13, 2023

Bonds versus Bond Funds…

In today’s episode Greg and Colin discuss the difference between investing in individual bonds and bond funds. Which one should you invest in? Listen in to find out more and enjoy the show!
Sept. 6, 2023

What happened to all of the killer bee’s?

In today’s episode Greg and Colin look at headlines, cycles, and investment decisions. What do killer bee’s have to do with investment return? Listen in to find out more and enjoy the show!
Aug. 30, 2023

Electric Vehicles. Lease vs Buy?

In today’s episode Greg and Colin wrap up their mini-series on Electric Vehicles. Today they look at the difference in purchasing vs leasing an Electric Vehicle. Listen in to find out more and enjoy the show!
Aug. 23, 2023

Electric Vehicles. Incentive Programs & Cost of Ownership

In today’s episode Greg and Colin continue their summer time mini-series on Electric Vehicles. Today they talk about what incentive programs are available and what the true cost of ownership is. Listen in to find out more a…
Aug. 16, 2023

Electric Vehicles 101, a limited series

In today’s episode Greg and Colin start a limited series looking at electric vehicles. Of course they are looking at expected return and other investment themes, but also getting a back to school basic understanding of the e…
Aug. 9, 2023

Macro Outlook with Mark Eibel

In today’s episode Greg and Colin interview Mark Eibel. Mark is the Director of Client Investment Strategies at Russell Investments. He shares his macro view of the world markets and answers the question about what to do now…
Aug. 2, 2023

Harvesting dollars with Chris Younger

In today’s episode Colin and Blair interview Chris Younger. Chris is the CEO and co-founder of Class VI Partners, a firm that specializes in personal and business planning. Chris takes us through the M&A world of today. Enjo…
July 26, 2023

Dividends and Dairy Farmers

In today’s episode Greg and Colin tackle the dividend investment strategy. What do dividends and dairy farmers have in common? Listen in to find out more and enjoy the show!
July 19, 2023

Trust or Alpha?

In today’s episode Greg and Colin discuss what is important when choosing to work with a financial professional. Is it trust? Is it alpha? Listen in to find out more and enjoy the show!
July 12, 2023

Risky Business

In today’s episode Greg and Colin review risk. Risk tolerance versus capacity and how it relates to fixed income and equity markets. Listen in to find out more and enjoy the show!
July 5, 2023

All bonds are not equal…

In today’s episode Greg and Colin discuss Fixed Income. Questions these days are around GIC rates versus other fixed income options. Want to learn more and maybe what to do? Listen in to find out and enjoy the show.
June 28, 2023

So you lost your job...now what?

In today’s episode Greg and Colin talk about what to do, financially, if you have lost your job. Listen in to find out more and enjoy the show!
June 21, 2023

What about liquid alts?

In today’s episode Greg and Colin discuss alternative investments. Private equity and debt, hedge funds, commodities, crypto, and more. Listen in to find out more and enjoy the show!
June 14, 2023

Pension plans and acronyms…what does it mean?

In today’s episode Colin and Blair dig into pension plans and registered accounts. Listen in to find our more!
June 7, 2023

Hangin’ 10 with Brad Barrett

In today’s episode Steve and Colin interview Brad Barrett. Brad is Managing Director of One Capital Management. This episode focuses on surfing, stock selection, and client services. Listen in to find out more and enjoy the …
May 31, 2023

“Fore!” Golf, Stocks & Probability

In today’s episode Greg and Colin talk about probability and how it relates to golf and investing. Enjoy the show!
May 24, 2023

US Debt Ceiling…what’s the big deal?

In today’s episode Greg and Colin talk about the current US Debt Ceiling discussions that are facing congress. What financial impacts does this decision have on the economy and markets? Listen in to find out more, and enjoy …
May 17, 2023

Spring cleaning your finances

In today’s episode Greg and Colin touch on items to clean up in your personal finances. Listen in to find out more and enjoy the show!
May 10, 2023

Stuff…

In today’s episode, Greg and Colin discuss various investment “stuff.” Advancements in finance, sustainable investing, alternative currencies, biases and areas of disruption. Enjoy the show!
May 3, 2023

Are we headed into a growth recession?

In today’s episode, Greg and Colin interview Tony Crescenzi, executive vice-president, market strategist and portfolio manager with PIMCO. Want to know if we are headed into a growth recession and what that is? Listen in and…