In today’s episode Greg and Colin look at retirement funding. What are the three pillars of retirement funding? Are annuities something to consider? Listen in to find out more and enjoy the show.
In today’s episode Blair joins Colin to discuss this gatekeeper myth. Do brokers really have access to information only available to a secret society? Listen in to find out more and enjoy the show.
In today’s episode Greg and Colin relate famous quotes from Yogi Berra to investing principles and current market events. “It’s tough to make predictions, especially about the future.” Yogi Berra. Enjoy the show!
In today’s episode, Greg and Colin answer the question about what to do during times of volatility. Are you comparing the right things to the right things? Do you know what to measure your results against? Listen in to find …
In today’s episode, Paige and Colin interview Mike Mason. Mike is the Chief AI Officer at ThoughtWorks. Mike gives us a breakdown of what AI is and how it is being used. Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin discuss 10 things that you should ask your investment professional. If they can’t answer those questions…run! Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin talk about the importance of brand. How to build and maintain a brand and what do with if you have experienced brand erosion. Just ask Taylor Swift, listen in to find out more, and enjoy the…
In today’s episode Greg and Colin look back at September and discuss market results as they relate to current events. Good information on what happened in September and what to do about it. Enjoy the show!
In today’s episode Steve and Colin interview Brian Portnoy. Brian is a founder of Shaping Wealth, an accomplished author, and just an all around good person with lots of knowledge. Brian breaks down wealth management to ask …
In today’s episode Greg and Colin continue their discussion around things that they have learned over the past quarter century of being investment advisors. Blue horseshoe says never skip leg day. Not sure what that means? W…
In today’s episode Greg and Colin discuss things about investing that they have learned over the past quarter century. Listen in to find out more and enjoy the show!
In today’s episode, Greg and Colin look at sandwich generations. What stresses, risks, issues do you have when dealing with aging parents and raising kids at the same time. Listen in to find out more and enjoy the show!
In today’s episode Colin shares with Blair and Paige some of the findings from the Future Proof Wealth Festival this year. AI is the big theme…listen in to find out more and enjoy the show!
In today’s episode Greg and Colin discuss the difference between investing in individual bonds and bond funds. Which one should you invest in? Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin look at headlines, cycles, and investment decisions. What do killer bee’s have to do with investment return? Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin wrap up their mini-series on Electric Vehicles. Today they look at the difference in purchasing vs leasing an Electric Vehicle. Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin continue their summer time mini-series on Electric Vehicles. Today they talk about what incentive programs are available and what the true cost of ownership is. Listen in to find out more a…
In today’s episode Greg and Colin start a limited series looking at electric vehicles. Of course they are looking at expected return and other investment themes, but also getting a back to school basic understanding of the e…
In today’s episode Greg and Colin interview Mark Eibel. Mark is the Director of Client Investment Strategies at Russell Investments. He shares his macro view of the world markets and answers the question about what to do now…
In today’s episode Colin and Blair interview Chris Younger. Chris is the CEO and co-founder of Class VI Partners, a firm that specializes in personal and business planning. Chris takes us through the M&A world of today. Enjo…
In today’s episode Greg and Colin tackle the dividend investment strategy. What do dividends and dairy farmers have in common? Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin discuss what is important when choosing to work with a financial professional. Is it trust? Is it alpha? Listen in to find out more and enjoy the show!
In today’s episode Greg and Colin review risk. Risk tolerance versus capacity and how it relates to fixed income and equity markets. Listen in to find out more and enjoy the show!
