233.
A New Chapter: Introducing Canvas Wealth
232.
The Evolution of a Fiduciary
231.
The $3 Billion Dollar Mistake
229.
Looking in the rearview mirror
228.
How to lose $415 million…
227.
The Stock Market and War…
226.
Evolution of Advice – Greg’s Story
225.
What do you spend your money on?
224.
Disco, Diversification and Cycles
223.
Break Out the Plaid Suit
221.
Planning and The Forgotten Generation
219.
Dollar’s to Doughnuts, Volatility Explained!
218.
Entertainment Advice
217.
12 Steps to Better Investing Mini-Series Part 4
216.
12 Steps to Investing Mini-Series Part 3
215.
12 Steps to Investing Mini-Series Part 2
214.
12 Steps to Investing mini-series – Episode 1
212.
Lottery Tickets & Travel Medical Insurance
211.
Coaching & the ABC’s of Health & Wealth
210.
Introducing Karyn, discussing Health & Wealth
209.
University or Trades School?
208.
Identity Take Over...Ouch!
207.
Capital Gains Tax Changes
206.
Weather Patterns & Stock Market Returns
205.
Upcycling with Shawn Leggett
204.
The Debt Free Dad Returns!
203.
Caitlin Clark and Concentration Risk
202.
Is NVIDIA the next Groupon?
201.
Trump, SPACs & intrinsic value
200.
Episode 200 – Hindsight is 200 (episodes)
199.
Fireside chat with Graham Matheos
198.
Health, Diet & Investing Fad’s
196.
Service or Performance?
195.
PIMCO, Paul Reisz and Probabilities
194.
Dumb & Dumb(er) Money
193.
Lasso’s Lessons in Leadership
192.
Econ 101 with Shay Kshatriya
191.
Election year musings…
190.
A pot pourri of investment advice
189.
Genetic Editing and Portfolio Management
188.
National Quitter’s Day…
187.
New Year’s Predictions
185.
The Three Pillars of Retirement Income
183.
Yogi-ism’s and Investing
182.
Hey Investor. Are you measuring the right things?
181.
Dear AI, what question should I ask you about generative AI?
180.
Questions to ask your advisor
179.
Swiftie and Arranged “Brand” Marriages
178.
Hey September. What happened to you?
177.
Picking Stocks, finding the next Magnificent 7!
176.
Brian Portnoy – Are you a mechanic, a guide, or both?
174.
Things we have learned
173.
The Open Faced Sandwich
172.
The Future of Fear, Greed, Risk and AI
171.
Bonds versus Bond Funds…
170.
What happened to all of the killer bee’s?
169.
Electric Vehicles. Lease vs Buy?
168.
Electric Vehicles. Incentive Programs & Cost of Ownership
167.
Electric Vehicles 101, a limited series
166.
Macro Outlook with Mark Eibel
165.
Harvesting dollars with Chris Younger
164.
Dividends and Dairy Farmers
161.
All bonds are not equal…
160.
So you lost your job...now what?
159.
What about liquid alts?
158.
Pension plans and acronyms…what does it mean?
157.
Hangin’ 10 with Brad Barrett
156.
“Fore!” Golf, Stocks & Probability
155.
US Debt Ceiling…what’s the big deal?
154.
Spring cleaning your finances
152.
Are we headed into a growth recession?
151.
How much information is too much?
150.
What is on your bucket list?
149.
Sound Retirement Planning with Jason Parker
148.
Are pessimists smarter?
147.
Are we headed for GFC 2? An interview with Shay Kshatriya
145.
Hunting Hawks & Doves
144.
To pay (down debt) or not to pay.
142.
Bedrooms & Bank Accounts
141.
Guess who’s back…60/40!
140.
Markets, “MAID” and the final plan
139.
Talk’n Taxes with Jamie Golombek
137.
What…you are still invested in bonds? Why?
136.
Headlines, Dividends and Market Cycles, Replay
135.
Fees, Expenses & Taxes…the silent killers, Replay
134.
Factors of Return, Replay
133.
Stock Picking & Market Timing, Replay
132.
Asset Allocation & Diversification, Replay
131.
What is a mutual fund? Replay
130.
Bull & Bear Market Cycles, Replay
128.
US Midterm Elections, is it different this time?
126.
“Ask”ing the right questions, with Dan Solin
123.
Dr. Joel Simmons & Medicinal Marijuana
122.
Having the courage to stay invested
121.
Opinions, Predictions & Forecasts
119.
Passive Income Investing in Real Estate
118.
Is there enough? Daniel Matalon discusses Social Impact.
117.
A Case Study on Factors of Return
116.
Crowd Psychology and Sample Size
115.
Bobby Bonilla Day & Magical compounding!
114.
Why invest in private real estate?
113.
Its (not) a stock pickers market!
112.
A Penny Phillips for your thoughts…
111.
Worst start since 1970…what’s your plan?
110.
Talk’n Trusts with Kat Ratcliffe
109.
KISS, keep it simple…
108.
Estate Planning Pitfalls with Judd
107.
Talking Energy with Rafi Tahmazian
106.
Do you have ‘Headline Stress Disorder’?
105.
Spring Cleaning your Investment Plan
104.
The (annual) death of the 60/40 portfolio…
103.
You left it in cash???
102.
Atomic Habits, a book review!
101.
Dollars to Doughnuts, it’s volatility!
100.
My stocks are down, my bonds are down…what do I do?
99.
Flying Solo with Shay Kshatriya
98.
‘Mean Reversion’ is not mean…
97.
What do you mean my bonds are down?
95.
Franchise vs Licensing
94.
So, you want to buy a franchise…
93.
Factor Investing & The Coefficient of Determination!
92.
Fun with Factors of Return!
91.
CAPM and Expected Return [E(Rm)-rf]
90.
Volatility Explained - What is Heteroskedacity?
89.
Groundhog Day, Prognosticators of Probability
88.
Allison Schrager, ‘An Economist Walks into a Brothel’
87.
Choosing a financial advisor – Mini-series
86.
Talking Taxes with Jay Schmidt
85.
2022 Stock Market Forecasts
84.
Hit’s and Misses from 2021…
83.
Credit Market Quandary or Opportunity?
81.
Having a Money Mindset with Melissa Houston
80.
Estate Planning with Jonathan Ng, continued….
79.
Will & Estate Planning with Jonathan Ng
78.
‘Superforecaster' Warren Hatch
77.
Mountains and Markets with David Rosell
76.
“Boo”, Spooky Investment Stories
75.
Erik Ristuben, Looking Beyond 2022
74.
In the news…headlines reviewed.
73.
“I’m dead…I hope I was organized!”
72.
Arm chair research with Sarah Newcomb
70.
Looking under the hood
69.
Reflections on Elections
68.
What is inflation and why is it important?
67.
How to become an expert
66.
Talking Inflation, Interest Rates and Market Cycles with Paul Eitelman
65.
Headlines Dividends & Market Cycles
64.
The Silent Killers…Fees, Expenses & Taxes
63.
Back to Basics…Factors of Return
62.
Back to School…Stock Picking & Market Timing
61.
Back to School…Asset Allocation & Diversification
60.
What is a mutual fund?
59.
Gratitude, Meditations, Touchdowns & Health
58.
How safe is my money?
57.
Heath & Wealth Mini-series - Complexified Perfectionism
56.
Heath & Wealth Mini-series - The Mind
55.
Health & Wealth Mini-Series - Your Body!
53.
“To DIY, or not to DIY”
52.
IPP, a Super Charged RRSP?
51.
The Anniversary Edition
50.
Probably its Probability
49.
Unbiased Biases with Daniel Crosby
48.
How Goldilocks Invests In Retirement
46.
A Random Walk Through Retirement
45.
If I had a million dollars...
44.
Filling in the gaps of Philanthropy
43.
A Buffet of ‘Buffett' and Bonds
42.
“The” Investment Question, Always…
41.
Too McCool for School, Compassionate Leadership
40.
Indices, you must reconstitute!
39.
Cautionary Tales, it’s story time!
38.
Stock Market Outlook with Erik Ristuben
37.
Fixed Income Facts with Marc Goldfried
36.
Debunking the RRSP vs TFSA Debate
35.
Getting Philosophical on (Investment) Philosophy
34.
Showing Grit in 2020, Bring on 2021!
33.
You Just Got “2020’d”, Stock Picking For 2021!
32.
Two Canadians Having a Sorry Fight with Penny Phillips
31.
It’s a Marathon not a Sprint!
30.
Spidey Sense & Risky Business
29.
What is the value in “Value?”
28.
Don’t get “Madoff”d, Spotting and Avoiding Investment Fraud
27.
Timing the market or “Time in” the market, one is better…
26.
The 60/40 versus the Death Star Portfolio
25.
A fireside chat with Ben Carlson
24.
"ESG”, as easy as 1,2,3
23.
Carl Richards interview, Simplify the Complex Message!
22.
Hanging with Golombek
21.
Hey, watch your language!
20.
Robocop and Terminator are not fiduciaries!
19.
“HHH”, Headlines Hurt Hairlines
17.
Yeah, but it’s different this time…
16.
Having a Plan versus Planning
15.
Fear and Loathing (or “FOMO” and “FOBI”)
13.
Bulls & Bear Market Cycles
12.
Entertainment Advice or Fake News?
11.
The Importance of Trust, Compassion, and Kindness in Investing
10.
Not All Fixed Income is Created Equal
9.
The Impact of Market Timing and Getting a Haircut
8.
Who You Calling Small Cap?
7.
The Great Debate, Active or Passive…
6.
Betting Against the House
5.
The Evolution of Investment Advice
4.
Stock Picking - The Zero Sum Game
2.
Asset Allocation – Your Only Free Lunch
1.
Introducing "Free Lunch"