Artwork for podcast Free Lunch
Lori Curtiss – Financial Planning Faux Pa’s
Episode 321 • 29th July 2026 • Free Lunch • Canvas Wealth
00:00:00 00:35:17

Share Episode

Shownotes

What if the biggest financial planning mistake has nothing to do with your investments?

This week on The Free Lunch Podcast, Colin sits down with Lori Curtiss, a fee based financial planner with a master's in financial psychology, to dig into the money story playing in your head and how it quietly shapes every decision you make, from the grocery aisle to your retirement plan.

Colin and Lori get into the debt traps that are easier to fall into than ever (wait until you hear the rolled over car loan numbers), the real answer to "should I pay down my mortgage or invest," and why the questions you're too embarrassed to ask are far more common than you think.

Because knowing you're going to be okay starts with being willing to look.

Links

Chapters

Video

More from YouTube

More Episodes
321. Lori Curtiss – Financial Planning Faux Pa’s
00:35:17
320. "Yeehaw" Chuckwagon Marketing
00:27:19
319. Philip McInnis – How to invest for the next 30 years…
00:32:32
318. Why Great Investors Think Like Great Coaches - World Cup Edition!
00:32:10
317. Why the AI is there a tech sell off??
00:21:08
316. A New Fed Chair
00:21:18
315. IPO Mania!
00:26:09
314. Mentoring for discipline, not NVIDIA...
00:18:30
313. Estate Planning in Canada. Protecting Your Family, Wealth & Legacy.
00:33:48
312. What do you do for research?
00:28:26
311. A Quick Tutorial on Private Credit
00:19:45
310. Talk’n Bonds with Tony Crescenzi
00:32:09
309. Illusion of Income
00:25:10
308. Decorum and Diplomacy
00:19:51
307. Seduced by Headlines
00:23:44
306. DIY (not as easy as you think....)
00:26:03
305. RRIF Meltdown Strategy
00:24:30
304. Big Acquisition News!
00:24:49
303. War and Volatility
00:27:43
302. Leprechauns, Luck & Discipline
00:20:57
301. Happiness!
00:28:40
300. Financial Planning Miniseries Episode 4 - Wrap Up
00:32:20
299. Financial Planning Miniseries Episode 3 - Investing and Taxes
00:20:06
298. Financial Planning Miniseries Episode 2 – The Canadian Landscape
00:23:07
297. Financial Planning Miniseries Episode 1 – Macro View
00:22:53
296. When the world shifts: Geopolitics
00:23:53
295. Top Stock Pick’s 2025 and 2026
00:22:14
294. Boomer to Millennial: Lessons for the next gen.
00:25:18
293. What Have We Learned Along the Way?
00:20:28
292. Leasing vs Buying Market Volatility
00:30:55
291. A Fireside Chat with Rob Carrick
00:34:15
290. 12 Steps to Greatness in 2026!
00:23:26
289. What is Free Lunch?
00:29:41
288. Giving Thanks to The Pioneers
00:27:29
287. Mark Eibel, Stay in the Game!
00:32:04
286. Meir Statman, Man Plans and God Laughs
00:39:03
285. Financial Therapy with Ashley Quamme
00:32:41
284. Year End Tax Planning
00:23:57
283. Silver Linings & The Stock Market Playbook
00:28:41
282. Is the CPP Well Managed?
00:25:15
281. A Potpourri for “Smart” Investors
00:32:38
280. Jonathan Clements’ Words of Wisdom
00:27:45
279. The Evolution of AI
00:24:56
278. Education "FUN"ding
00:25:30
277. Being "Sharpe" with Diversification
00:29:57
276. How Did That Stock Find You?
00:30:55
275. Trump, Too Late Powell and Tariffs
00:32:16
274. Assets in Multiple Provinces - Is One Will Enough?
00:36:05
273. Your Money with Carl Richards
00:33:22
272. IPPs - Supercharged RRSPs
00:34:22
271. Soul of Wealth and Barenaked Ladies
00:26:16
270. World of Finance: Theory vs Application
00:41:20
269. Further Reflections with Greg Kraminsky
00:33:45
268. Reflecting on Life with Greg Kraminsky
00:32:03
267. The 12 Steps to Better Investing
00:26:20
266. Bobby Bonilla Day
00:25:55
265. Talking about Independence with Greg Kraminsky
00:30:23
264. Retirement Tips with Greg Kraminsky
00:30:44
263. What is a SERP? Or an RCA?
00:33:23
262. Happy Father’s Day!
00:36:12
261. Family Law Fireplace Chat with Marty Birky
00:33:14
260. Bonds vs Bond Funds - What’s Better?
00:29:19
259. Sell in May?...Nah. Busting Market Myths
00:24:45
258. The Cost of Edu(ma)cation
00:31:17
257. What Do Moms Really Want for Mother’s Day?
00:24:36
256. Trade wars, Portfolio Strategies & The Central Bank
00:34:04
255. Reading Your Way (To Success!)
00:28:22
254. Preserving Wealth for the Ones You Love
00:34:46
253. The Evolution of Advice
00:27:57
252. World Health Day…Stress, Fitness & Finances
00:44:48
251. Diversification and Zero-Sum Games
00:31:53
250. Death & Taxes: What You Need to Know
00:30:25
249. Can You Escape Market Volatility?
00:33:14
248. Does Gender Make a Difference in Investing?
00:39:53
247. When Markets Seduce and Confuse
00:41:27
246. Millennials Wealth with Dan Solin
00:36:54
245. Valentine’s Day – Heroes & Villains
00:27:38
244. “It’s Groundhog Day!” with Brian Portnoy
00:38:49
243. Blue Monday and Dr. Daniel Crosby
00:35:56
242. An interview with a Chief Evangelist, Samantha Russell
00:33:18
241. Talk’n Stocks and Stuff with Shay Kshatriya
00:33:01
240. Capital Market Assumptions and 2025!
00:26:26
239. New Year’s Tax Tips
00:25:57
238. 12 Steps of Investing & The 12 Days of Christmas
00:15:36
237. Priority vs Proprietary
00:18:56
236. Unusual Indices and Purchasing Price Parity
00:29:09
235. What Investors Get Wrong
00:27:29
234. Our Partnership with Q Wealth
00:37:08