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77 episodes — Page 2 of 2

Ep 260Bonds 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 wealth or looking for simplicity, this episode lays out the pros, cons, and misconceptions of each strategy. Tune in and enjoy the show!

May 28, 202529 min

Ep 259Sell 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 fact from fiction so you can invest with confidence all year long. Listen and enjoy the show!

May 21, 202524 min

Ep 258The 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 a trade offers the better return on investment. Spoiler alert: the answer may surprise you.

May 14, 202531 min

Ep 257What 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 heartfelt episode explores how financial security can be the most meaningful gift of all. Listen and enjoy the show!

May 7, 202524 min

Ep 256Trade 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!

Apr 30, 202534 min

Ep 255Reading 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!Here are some of our favourites if you want to add to your list!📚 Foundational Investing BooksThese form the bedrock of investing knowledge.The Intelligent Investor by Benjamin Graham: The bible of value investing; timeless lessons on risk and discipline.Common Stocks and Uncommon Profits by Philip Fisher: Introduced the idea of qualitative analysis and "scuttlebutt" research.A Random Walk Down Wall Street by Burton Malkiel: Covers everything from index funds to behavioral finance; great for all levels.One Up on Wall Street by Peter Lynch: Simple strategies to find winning stocks as an everyday investor.The Little Book of Common Sense Investing by John C. Bogle: Bogle's no-nonsense guide to passive, low-cost index investing.🧠 Behavioural Finance & PsychologyUnderstand the why behind investor decisions.The Psychology of Money by Morgan Housel: Short, powerful stories about how people think about wealth, greed, and happiness.The Behavioral Investor by Daniel Crosby: In-depth look at how psychology drives poor investment decisions.Misbehaving: The Making of Behavioral Economics by Richard Thaler: How economic decision-making often defies rational logic.Thinking, Fast and Slow by Daniel Kahneman: Explains cognitive biases that impact judgment — including in finance.💼 Portfolio Management & StrategyMore sophisticated frameworks for wealth building.Unconventional Success by David Swensen: Yale's endowment manager explains why most investors should avoid active funds.Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein: A sweeping history of how humans learned to understand and manage risk.The Most Important Thing by Howard Marks: Legendary investor shares key insights on risk, cycles, and second-level thinking.Antifragile by Nassim Nicholas Taleb: For those interested in systems that benefit from volatility and uncertainty.🚀 Bonus: Modern & PracticalFor today's fast-moving financial landscape.I Will Teach You To Be Rich by Ramit Sethi: Actionable personal finance for millennials and Gen Z, with a side of humor.The Bogleheads’ Guide to Investing by Taylor Larimore, Mel Lindauer, Michael LeBoeuf: A step-by-step, practical investing guide rooted in Bogle’s principles.Just Keep Buying by Nick Maggiulli: Data-driven decisions on when to spend, save, and invest.The Laws of Wealth by Daniel Crosby: A blend of practical investing advice and behavioral insight.Flash Boys by Michael Lewis: A look into high-frequency trading and how markets have evolved with technology.The One-Page Financial Plan by Carl Richards: Simple strategies for aligning your money with your life.

Apr 23, 202528 min

Ep 254Preserving 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!

Apr 16, 202534 min

Ep 253The 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!

Apr 9, 202527 min

Ep 252World 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!

Apr 2, 202544 min

Ep 251Diversification 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!

Mar 26, 202531 min

Ep 250Death & 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.

Mar 19, 202530 min

Ep 249Can 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.

Mar 12, 202533 min

Ep 248Does 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!

Mar 5, 202539 min

Ep 247When 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.

Feb 26, 202541 min

Ep 246Millennials 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.

Feb 19, 202536 min

Ep 245Valentine’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!

Feb 12, 202527 min

Ep 244“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!

Feb 5, 202538 min

Ep 243Blue 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.

Jan 29, 202535 min

Ep 242An 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 22, 202533 min

Ep 241Talk’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 15, 202533 min

Ep 240Capital 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!

Jan 8, 202526 min

Ep 239New Year’s Tax Tips

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!

Jan 1, 202525 min

Ep 23812 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!

Dec 25, 202415 min

Ep 237Priority 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!

Dec 18, 202418 min

Ep 236Unusual 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!

Dec 11, 202429 min

Ep 235What 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!

Dec 4, 202427 min

Ep 234Our 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!

Nov 27, 202437 min