Episodes

July 5, 2023

All bonds are not equal…

In today’s episode Greg and Colin discuss Fixed Income. Questions these days are around GIC rates versus other fixed income options. Want to learn more and maybe what to do? Listen in to find out and enjoy the show.
June 28, 2023

So you lost your job...now what?

In today’s episode Greg and Colin talk about what to do, financially, if you have lost your job. Listen in to find out more and enjoy the show!
June 21, 2023

What about liquid alts?

In today’s episode Greg and Colin discuss alternative investments. Private equity and debt, hedge funds, commodities, crypto, and more. Listen in to find out more and enjoy the show!
June 14, 2023

Pension plans and acronyms…what does it mean?

In today’s episode Colin and Blair dig into pension plans and registered accounts. Listen in to find our more!
June 7, 2023

Hangin’ 10 with Brad Barrett

In today’s episode Steve and Colin interview Brad Barrett. Brad is Managing Director of One Capital Management. This episode focuses on surfing, stock selection, and client services. Listen in to find out more and enjoy the …
May 31, 2023

“Fore!” Golf, Stocks & Probability

In today’s episode Greg and Colin talk about probability and how it relates to golf and investing. Enjoy the show!
May 24, 2023

US Debt Ceiling…what’s the big deal?

In today’s episode Greg and Colin talk about the current US Debt Ceiling discussions that are facing congress. What financial impacts does this decision have on the economy and markets? Listen in to find out more, and enjoy …
May 17, 2023

Spring cleaning your finances

In today’s episode Greg and Colin touch on items to clean up in your personal finances. Listen in to find out more and enjoy the show!
May 10, 2023

Stuff…

In today’s episode, Greg and Colin discuss various investment “stuff.” Advancements in finance, sustainable investing, alternative currencies, biases and areas of disruption. Enjoy the show!
May 3, 2023

Are we headed into a growth recession?

In today’s episode, Greg and Colin interview Tony Crescenzi, executive vice-president, market strategist and portfolio manager with PIMCO. Want to know if we are headed into a growth recession and what that is? Listen in and…
April 26, 2023

How much information is too much?

In today’s episode Greg and Colin review the goldilocks approach to gathering data and information. Listen in to find out more!
April 19, 2023

What is on your bucket list?

In today’s episode of The Free Lunch Podcast, Greg and Colin talk about bucket lists. What is on your bucket list? Listen in for some fun ideas to consider and enjoy the show!
April 12, 2023

Sound Retirement Planning with Jason Parker

In today’s episode Greg and Colin interview Jason Parker. Jason is the author of “Sound Retirement Planning” and “Retirement Calculator: How much money do I need to retire?” Listen in to find out more and enjoy the show!
April 5, 2023

Are pessimists smarter?

In today’s episode Greg and Colin discuss current headlines and why pessimists seem to sound smarter than optimists. Is it true? Listen in to find out and enjoy the show!
March 29, 2023

Are we headed for GFC 2? An interview with Shay Kshatriya

In today’s episode Greg and Colin interview Shay Kshatriya, Director of Investment Strategies North America with Russell Investments. Shay shares with us his view on the stock market, inflation, interest rates and the econo…
March 22, 2023

Bank runs explained

In today’s episode Greg and Colin discuss the recent collapse of Silicon Valley Bank. What is a bank run and how does a bank run work? Listen in to find out more and enjoy the show!
March 15, 2023

Hunting Hawks & Doves

In today’s episode Greg and Colin talk about the hawkish tone of the US Federal Reserve. What does that mean? What are the consequences? Listen in to find out more.
March 8, 2023

To pay (down debt) or not to pay.

In today’s episode Greg and Colin look to answer a common question. Should you be paying down debt or investing? Listen in to find out more and enjoy the show!
March 1, 2023

Starting Early…

In today’s Free Lunch podcast, Greg and Colin discuss the benefits of planning from an early age, specifically career planning. Listen in to find out more and enjoy the show!
Feb. 22, 2023

Bedrooms & Bank Accounts

In today’s Free Lunch podcast, Greg and Colin talk about over coming power struggles when it comes to your finances and relationships. Listen in to find out more and enjoy the show!
Feb. 15, 2023

Guess who’s back…60/40!

In today’s episode Greg and Colin discuss the re-birth of the 60/40 portfolio and the impact of the bond market. Listen in to find out more and enjoy the show!
Feb. 8, 2023

Markets, “MAID” and the final plan

In today’s episode Greg and Colin discuss the current market conditions before moving onto a deeper subject, medically assisted suicide. Listen in to find out more!
Feb. 1, 2023

Talk’n Taxes with Jamie Golombek

In today’s episode Greg and Colin interview Jamie Golombek, Managing Director Tax and Estate Planning at CIBC. Jamie talks about changes to be aware of for 2023 and beyond. Digging into the benefits of an FHSA account…you w…
Jan. 25, 2023

Howard Atkinson

In today’s episode Greg and Colin interview Howard Atkinson about the changing landscape of the wealth management industry. Howard is CEO and President of Pascal WealthTech. Previously Howard has held senior positions at va…