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“We got to revisit what works and what doesn't work... and we came up with a solution in 2009 that we still follow today” – Greg Kraminsky This week, Colin sits down with Greg to revisit what the world of advice looked like in the 90s and how it has evolved over the past three decades. From the days of paper forms and product pitches to purpose-driven conversations and personalized planning, it’s...

Ever feel like your money decisions are on a hype cycle? This week, Colin and Karyn share 12 steps to help cut through the noise and bring some calmness back into your financial mindset. From tuning out market headlines to trusting your process, they explore what has helped people stay on track, and what creates distraction. 🎧If you’ve ever wondered whether “timing the market” is a real thing (sp...

What do baseball, patience, and a big annual payday have in common?   Colin and Greg break down the story of Bobby Bonilla, a retired MLB player who still collects a cheque every July 1st thanks to one clever contract that turned into decades of steady income.   They unpack why consistency and patience often outperform perfect timing, and how you can apply these lessons to your own finan...

In this episode, Colin and Steve sit down with longtime friend and former partner Greg Kraminsky to reflect on their transition to independence, why they made the move, how it's going, and what it’s meant for the people they work with. They share what it’s like to step away from the familiar and what they have gained in the process.

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴. 𝗟𝗶𝘃𝗶𝗻𝗴 𝗶𝘁 𝗶𝘀 𝗮𝗻𝗼𝘁𝗵𝗲𝗿. Colin sits down with Greg Kraminsky, longtime advisor, recent retiree, and returning voice to the podcast, to talk about the shift from planning retirement for clients… to living it himself. From navigating long, unstructured days, to finding purpose beyond work, and to why financial peace of mind isn’t...

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 plan. What it is, how it works, and why more companies are using it to support long-term planning for key talent. From compensation design to funding mechanics and flexibility...

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 pressures to societal expectations and silent burnout, they unpack 10 major challenges men face, especially fathers and offer practical, compassionate tools to help lighten...

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 shares real-world insights from his experience helping families through major transitions - especially when emotions run high. Whether you're planning, separating, or simply...

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!

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!

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.

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!

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!

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...

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!

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!

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!

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!

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.

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.

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!

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.

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.

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!

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!