Episodes

Dec. 7, 2022

What is a mutual fund? Replay

In today’s episode Greg and Colin discuss how a mutual fund is constructed. What are the different classes of mutual funds, expenses, expense ratios, and liquidity factors? Listen in and enjoy the show!
Nov. 30, 2022

Bull & Bear Market Cycles

In today’s episode, Greg and Colin discuss different market cycles. Where do the terms bull and bear markets come from? Enjoy the show!
Nov. 23, 2022

Samantha Postman

In today’s episode Greg and Colin interview Samantha Postman. Samantha is founder and CEO of SmartArrow, specializing in business and wellness advisory, ideation and strategy, innovation, and community development. Enjoy th…
Nov. 16, 2022

US Midterm Elections, is it different this time?

In today’s episode Greg and Colin discuss the most recent US midterm elections. What do these elections have to do with expected return in portfolios? Listen in to find out more and enjoy the show!
Nov. 9, 2022

Stacy Francis

In today’s episode Greg and Colin interview Stacy Francis. Stacy is an expert who deals with divorcing, divorced and widowed clients. Stacy has been featured on Forbes, CNBC, Psychology Today and The Wall Street Journal. Sta…
Nov. 2, 2022

“Ask”ing the right questions, with Dan Solin

In today’s episode Paige and Colin interview Dan Solin. Dan is a New York Times bestselling author who focuses on effective evidence based communication style. Listen in to learn more and enjoy the show!
Oct. 26, 2022

Options 101

In today’s episode Greg takes Colin and the audience on a journey through the land of options. Discussing puts, calls, spreads, straddles, collars and more. Listen in to find out more!
Oct. 19, 2022

Take a hike!

In today’s episode Greg and Colin talk about monetary policy. Why all the interest rate hikes over this past year? What is the desired outcome? What other levers do the central banks have to fight inflation? Listen in and…
Oct. 12, 2022

Dr. Joel Simmons & Medicinal Marijuana

In today’s episode Greg and Colin interview Dr. Joel Simmons. Joel is a trained radiation oncologist who has become a subject matter expert in medicinal cannabis use. Enjoy the show!
Oct. 5, 2022

Having the courage to stay invested

In today’s episode Greg and Colin talk about hindsight bias. One of our favourite biases, also one that is used a lot when we look at todays markets. It takes courage to stay invested when you are surrounded by noise. Enjoy…
Sept. 28, 2022

Opinions, Predictions & Forecasts

In today’s episode Greg and Colin discuss opinions, predictions and forecasts. Looking back at some of these made over the past few years and comparing to the actual results. Listen in to get the answers!
Sept. 21, 2022

Future Proof…

In today’s episode Colin is joined by Blair Howell and Paige Hilton. Paige goes through a breakdown of the Future Proof Wealth Festival that Colin and Blair recently attended. Discussing direct indexing, yield farming, fee …
Sept. 14, 2022

Passive Income Investing in Real Estate

In today’s episode Greg and Colin interview Spencer Hilligoss. Spencer is the CEO of Madison Investing, a real estate investment firm that specialize in real estate syndication. Spencer shares his views on creating passive i…
Sept. 7, 2022

Is there enough? Daniel Matalon discusses Social Impact.

In today’s episode Greg and Colin interview Daniel Matalon. Daniel, an expert in survival economics and social justice, attempts to answer the question “Is there enough?” Listen in to find out more…
Aug. 31, 2022

A Case Study on Factors of Return

In today’s episode Greg and Colin continue their discussion on the value of research. Doing a case study on Dimensional Fund Advisors and their use of factors of return in portfolio construction. Listen in and enjoy the show!
Aug. 24, 2022

Crowd Psychology and Sample Size

In today’s episode Greg and Colin talk about some areas focused around research. Discussing the issues of sample size, focus groups and biases and ultimately the wisdom of crowds. Enjoy the show!
Aug. 17, 2022

Bobby Bonilla Day & Magical compounding!

In today’s episode Greg and Colin talk about the power of compounding and how it relates to Bobby Bonilla Day. To learn more about the magic of compounding listen to the show!
Aug. 10, 2022

Why invest in private real estate?

In today’s episode Greg and Colin interview Jason Jogia from Avenue Living Asset Management. Jason is the CIO of Avenue Living, a company that invests in multi-family residential, farmland and self-storage facilities. Listen…
Aug. 3, 2022

Its (not) a stock pickers market!

In today’s episode Greg and Colin talk about stock picking. Given where markets have been trading we keep hearing about how you need to be a stock picker and be nimble in volatile markets. Listen in to find out if that is tr…
July 27, 2022

A Penny Phillips for your thoughts…

In today’s episode Greg and Colin interview Penny Phillips. Penny is a repeat guest to the show and is the founder of Journey Strategic Wealth. Penny shares with us her insight on how people should work with their financial …
July 20, 2022

Worst start since 1970…what’s your plan?

In today’s episode Greg and Colin discuss how stock markets have had their worst start to a calendar year in over 50 years. Those are facts, but what do you do about it as an investor? Listen in to find out.
July 13, 2022

Talk’n Trusts with Kat Ratcliffe

In today’s episode Greg and Colin interview Katherine Ratcliffe. Kat is a partner and lawyer with Lindsey MacCarthy LLP, who specializes in will and estate planning. Kat talks about the pro’s and con’s of estate planning. E…
July 6, 2022

KISS, keep it simple…

In today’s episode Greg and Colin answer the question about what to do now, during a bear market. Keep it simple! Listen in to find out more and enjoy the show!
June 29, 2022

Estate Planning Pitfalls with Judd

In today’s episode Greg and Colin interview Judd Blitt from Lindsey MacCarthy LLP. Judd is a lawyer who specializes in estate litigation, he shares with us some pitfalls of estate planning and how to avoid them. Enjoy the s…