Episodios

  • Retirement Tips with Greg Kraminsky
    Jun 25 2025

    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 the only thing that matters, this episode is full of real talk on what retirement actually looks like.

    Whether you're already retired or just thinking ahead, it’s a conversation worth listening to.

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    31 m
  • What is a SERP? Or an RCA?
    Jun 18 2025

    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, they explore how SERPs fit into a broader strategy for employers and executives alike.

    Whether you're a business owner, executive, advisor, or just SERP curious this conversation is one to listen to.

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    33 m
  • Happy Father’s Day!
    Jun 11 2025

    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 the load.

    Whether you're a dad, love a dad, or support one, this conversation matters.

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    36 m
  • Family Law Fireplace Chat with Marty Birky
    Jun 4 2025

    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 curious, this one’s worth the listen.

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    33 m
  • Bonds vs Bond Funds - What’s Better?
    May 28 2025

    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!

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    29 m
  • Sell in May?...Nah. Busting Market Myths
    May 21 2025

    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!

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    25 m
  • The Cost of Edu(ma)cation
    May 14 2025

    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.

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    31 m
  • What Do Moms Really Want for Mother’s Day?
    May 7 2025

    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!

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    25 m