Episodes
256
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. Tune in and enjoy the show!
255
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 journey, this episode is packed with page-turners that can help you build wealth, understand risk, and avoid common investing mistakes. Tune in and add some smart reads to your list!
254
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 emotional steps to safeguarding wealth for aging loved ones. Listen and enjoy the show!
253
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 touch still matters, especially when the stakes are high. Listen and enjoy the show!
252
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, Monique will share practical tips to take control of your financial future without losing sleep over it. Listen and enjoy!
251
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 vs. passive investing, and whether hedge funds live up to the hype. Listen and enjoy the show!
250
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.
249
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 stay invested for the long haul.
248
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 to the episode to find out!
247
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 stay grounded and make better investment decisions.
246
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 teach our younger investors.
245
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 challenges that arise when financial views don’t align. Listen and enjoy the show!
244
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 learn how to build a more intentional financial future!
243
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 5 pillars of happiness.
242
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!
241
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!
240
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!
239
Jan. 1, 2025
Episode 239 - Happy New Year!
In today’s episode Colin and Karyn talk about tips for the new year. It is never to early to start planning out the year ahead. Listen in to find out more and enjoy the show!
238
Dec. 25, 2024
12 Steps of Investing & The 12 Days of Christmas
In today’s holiday episode Colin and Blair take us through the 12 fundamental steps of investing. Linking those steps to the traditional Christmas Carol. Enjoy the show and seasons greetings to all!
237
Dec. 18, 2024
Priority vs Proprietary
In today’s episode Colin and Steve talk about proprietary products and a consumer pushback that is happening in Canada. Listen in to find out more and enjoy the show!
236
Dec. 11, 2024
Unusual Indices and Purchasing Price Parity
In today’s episode Colin and Karyn review some of the more unique indices out there. What is the significance of underwear, lipstick, and Big Mac sales? Listen in to find out more and enjoy the show!
235
Dec. 4, 2024
What Investors Get Wrong
In today’s episode, Colin and Blair dive into the evolution of Canvas Wealth, share the philosophy that drives their success, and unveil the future path with Q Wealth Partners. Listen now and enjoy the show!
234
Nov. 27, 2024
Our Partnership with Q Wealth
In today’s episode, we are joined by Jared Rabinowitz and Stephen Gasparek from Q Wealth Partners. Listen in to find out more about our recent partnership!