PODCAST · business
Just Some Musings
by Markus Muhs
Justin Lee and Markus Muhs, wealth advisors at CG Wealth Management, discuss the markets, investing, personal finance and life in Alberta. Past episodes, charts, and other links discussed during any episode can be found at www.muhs.ca/podcast.
Episodes
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4.05 - RESP Mistakes
Markus & Justin discuss six key mistakes or misconceptions they see coming up over and over again around Registered Education Savings Plans. Find the episode summary and links at www.muhs.ca/jsm405
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4.04 - Different Pockets: Leveraged ETFs, Mental Accounting, and the Limits of Short-Term Thinking
In episode 4.04 of the Just Some Musings podcast, Markus and Justin circle one idea from three different directions: people don't experience their money, or their weather, the way the math does.Find show notes and charts at www.muhs.ca/jsm404
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4.03 - Has the Democratization of Investing Gone Too Far?
Markus and Justin discuss the double-edged sword of investment accessibility and the rampant marketing of "shiny objects". Find episode notes at www.muhs.ca/jsm403
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4.02 - Balancing Bad News
It's easy to feel like the sky is falling. Between geopolitical tensions, market swings, and an endless scroll of alarming headlines, the temptation to abandon your investment plan is very real. Markus and Justin sit down to talk about why balancing how we consume information is just as important...
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4.01 - Making Sense of the Headlines
In the kickoff to season four, Markus Muhs and Justin Lee are joined by their newest team member in Edmonton, Sam Slauenwhite. The trio dives into the challenge of managing investments in an era of constant "headline risk," ranging from shifting global power dynamics to the rapid rise of…
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3.11 - 6 Lessons from the Markets in 2025
Some years in the markets teach us very little. Others are loud, humbling, and educational. As Markus and Justin discuss, 2025 firmly belonged to the latter category.Summary, links, video, transcript will be found a day or two after publication date on https://muhs.ca/jsm311/
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3.10 - Gung Ho for Alternatives
Markus and Justin explore AI in financial planning, the hype around alternatives, brand cycles, and the price of gold. Find the show notes and YouTube video at www.muhs.ca/jsm310
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3.09 - Giving Better With Charitable Impact
In this episode of Just Some Musings, Markus and Justin sit down with John Bromley, founder of Charitable Impact, to explore the world of donor-advised funds (DAFs) and the future of philanthropy in Canada. John shares his journey from corporate finance to founding Charitable Impact, an...
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3.08 - Why Do We Diversify?
This month Markus and Justin dig into the realities of diversification in today’s markets, explore the growing appeal of direct indexing, unpack the impact of currency swings on your investments, and reflect on the rise of “Everyday Millionaires” (EMILYs). Find notes, video, and transcript at...
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Canada Pension Plan with Jason Yee
This month Markus and Justin interview Jason Yee of Finepoint Solutions. Jason is recognized in the Canadian personal finance world for his expertise around determining and explaining Canada Pension Plan benefit calculations. Whether you're nearing retirement, just entering the workforce, or…
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3.06 - 3 Financial Planning Questions
Justin and Markus dove into the heart of retirement planning and addressed three of the most frequent and pressing questions clients bring up. Get the summary notes and relevant links at www.muhs.ca/jsm306
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3.05 The Great Companies of the World
Markus and Justin reflect on recent travels, turbulent markets, and timeless investing principles including what it actually means to be invested in businesses, as opposed trading stock symbols. Find the summary and other links at www.muhs.ca/jsm305
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3.04 - TFSAs and Other Election Topics
Justin and Markus tackle the proposed Canada First TFSA Top Up, along with a few other personal finance related election promises from both parties.Unfortunately, this was recorded just days before the "Canada Reinvestment Tax Cut" was proposed, which would have fit into this conversation nicely....
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3.03 - Do You Have a Will?
Estate planning isn’t the most cheerful topic, but it’s one of the most critical aspects of financial planning. In this episode of Just Some Musings, Markus and Justin dive into the realities of what happens when you die—and why having a will is essential, no matter your age or financial status.
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3.02 - Tariffs, Trade Wars, and Investing
Justin & Markus discuss investing in an era of unpredictable tariffs, trade wars and generally a lot of geopolitical noise. Notes and links can be found at www.muhs.ca/jsm302
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3.01 - Financial Advice for Your 70s and Beyond
In the last of this series, Justin and Markus discuss some areas topical to most retirees in their 70s and older. The accompanying blog post can be found at www.muhs.ca/fp70
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2.23 - Year End Tax Planning and Other Things
In the season 2 finale Markus and Justin discuss some year end tax planning basics, rebalancing, and some other recent developments in the markets. Accompanying blog post at www.muhs.ca/jsm223
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2.22 - Financial Advice for Someone in Their 60s
Markus and Justin discuss some of the top things we talk about with our clients in their 60s, including how RRIFs work, when to start CPP and OAS, and the importance of reducing your volatility in retirement. Find the accompanying blog post at www.muhs.ca/fp60 If you missed Financial Advice for...
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2.21 - Financial Advice for Someone in Their 40s
We continue with "Financial Advice Through the Ages" with a look at some of the top things that come to mind when discussing financial planning with our clients in their 40s. The accompanying blog post can be found at www.muhs.ca/fp40
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JSM Minicast: Post Election Edition
Justin & Markus review the 2024 U.S. Presidential election and potential ramifications for the markets.
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2.20 - Financial Advice for Someone in Their 30s
Justin and Markus continue the series, with financial advice for their younger selves. What are some things people in their 30s can do to get a good start on their retirement planning and how to prioritize their financial goals. The accompanying blog post can be found at www.muhs.ca/FP30
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2.19 - Financial Advice for Someone in Their 20s
Justin and Markus discuss Markus' blog post, which can be found at www.muhs.ca/fp20 and share their experiences of early adulting, in their 20s, what they might have done differently and what some of the main things are to look out for, to start on the right path of financial security and wealth...
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JSM Minicast: Live at Future Proof
In our first "minicast" Markus shares a bit of his experiences at the Future Proof Wealth Festival in Huntington Beach, CA.
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2.18 - The One About Japan
Justin and Markus discuss the Japanese carry trade, and some other things going on in Japan. Show notes at www.muhs.ca/jsm218
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2.17 - How to Withdraw From an RESP
Justin and Markus update a bit on recent market volatility. Then, a very important topic at this time of year: how to withdraw from a Registered Education Savings Plan in a tax efficient manner, avoiding the pitfalls that many parents end up in.
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2.16 - Investment Products, with Andrew Pennington
Justin and Markus interview Canaccord Genuity's Product Specialist on what factors to consider when selecting an investment portfolio, among other things.
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2.15 - Spending more and when to sell a winning stock
This week two cowboy cosplayers discuss when it's right to actually increase your spending (and the challenges some of us have in actually enjoying our money after being conditioned to save save save) , and the challenges around selling a winning stock, or holding on to one.
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2.14 - Mergers in Banking, and Justin's Origin Story
It's a new dawn for the Just Some Musings Podcast! We're now simulposting on YouTube! Tune in this week for Justin Lee's origin story, as well as some discussion about a local regional bank take-over.
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2.13 - What does the BoC rate cut mean for mortgages and housing?
Might housing finally become affordable for younger generations and what does the the BoC's recent rate cut mean for your investments and the Canadian dollar?
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2.12 - AI Invades Wealth Tech
Markus and Justin discuss how technology facilitates the job of financial advisor and some of the cool new AI-enabled tech Markus witnessed at the recent WealthStack conference.
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2.11 - Sell in May and Go Away?
In a solo episode this week, Justin muses as to whether we should sell in may, as the old saying goes...
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2.10 - SRSPs and Faster Trade Settlement
This week Justin & Markus discuss the ins and outs of Spousal RSPs as well as what faster T+1 trade settlement might mean for investors.
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2.09 - Federal Budget 2024 Update
This week Markus and Justin reconnect again in the hours after Budget 2024 was announced, to discuss a variety of announcements.
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2.08 - How to find a good Financial Advisor. Or is it Adviser?
Jason Watt is our guest host this week, in place of the vacationing Justin Lee. We discuss a number of topics on what actually differentiates advisors/planners and some things the consumer can think about when finding/choosing one. Lot's of useful links on the podcast page: www.muhs.ca/JSM208
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2.07 - CDRs, ADRs, and Old Age Security Clawback
Justin talks CDRs... Canadian Depository Receipts, a twist on the old ADRs (American Depository Receipts). The conversation concludes with a discussion about Old Age Security Clawback: what it means, who is affected, and how.
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2.06 - GRANOLAS Stocks & Investment Concentration
Justin and Markus discuss the "GRANOLAS"... or GRANNNOLASS? Also, some talk about portfolio concentration, whether by industry or individual businesses.
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2.05 - Media Layoffs and Pension Prudence
Justin and Markus discuss recent layoffs at Bell Canada, and the changing media landscape. Also, should Canada's big Maple 8 pension plans invest more in certain sectors to support the domestic economy?
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2.04 - Separating Politics from Investing
Justin shares an easy no-fail way to lose your wallet on a plane (keep it in a jacket pocket). The discussion then goes into separating political ideology from investment strategy.
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2.03 - "RRSP Season"
Markus and Justin discuss what Justin learned at the 2024 CFA Society Forecast Dinner in Calgary, some challenges for the Canadian economy, and then finish things off discussing RRSPs as we approach the Feb 29th deadline day.
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2.02 - Americans Finally Have Spot Bitcoin ETFs
At long last, spot bitcoin ETFs are finally available for American investors (Canada has had them for 3 years). Is that a good thing? We also talk a bit about the tech "washout" that has occurred over the past two years.
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2.01 - Four Financial New Year's Resolutions
Markus & Justin discuss four New Year's resolutions that everyone can make for a more financially rewarding 2024.
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Encore - Market Linked GICs and Subs (Episode 11)
In another encore broadcast of one our most listened to episodes of the past year, Justin and Markus discuss the Market Linked GICs that banks often push at this time of year, and touch on a few other risk-mitigating investment strategies. The second half of the episode they discuss...
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Encore - Education Savings Planning (Episode 33)
Another encore episode where Justin & Markus devoted an entire episode to discussing education savings planning, and primarily the ins and outs of RESPs. Find out more about RESPs, and links to various government websites about them, at www.muhs.ca/resp.
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Encore - Estate Planning Basics (Episode 24)
This is an encore of our most listened to episode of the past year, where we were joined by Jeff Haggerty, CFP®, CLU, Wealth & Estate Planner in our Edmonton branch. The conversation hits on a number of things we often talk to clients about when it comes to starting to plan for the inevitable. As...
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47 - Vibecession Malaise and Withdrawing from RRSPs
Markus and Justin lament the lengthy duration of the current market malaise; how as it drags on it can have a more detrimental impact on investor emotions than the quick crashes in the recent past. They conclude the podcast discussing the ramifications of making a pre-retirement RRSP withdrawal.
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46 - Year-End Tax Planning
Markus & Justin discuss year end tax planning, with some basics that every Canadian tax payer should keep top of mind as we near the end of the calendar year.
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45 - Schemes & Scams in the Age of AI
Markus & Justin describe more scams and schemes they've encountered, how to steer you clear, and just how difficult it's getting now in the age of Artificial Intelligence.
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44 - Financial Advice for Someone in their 50s
This is another solo episode where Markus discusses is blog post of the same name, going over scams and schemes which might target everyone, but people in their 50s in particular often get wound up in. Find the original post at www.muhs.ca/fp50
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43 - First Home Savings Accounts
Justin and Markus discuss some of the ins and outs of the newly available FHSA. Find notes and more info at www.muhs.ca/fhsa
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42 - 4 Questions for Justin & Markus
Justin & Markus answer 4 pressing investment and personal finance questions that Justin has come up in various client meetings in the past while.
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ABOUT THIS SHOW
Justin Lee and Markus Muhs, wealth advisors at CG Wealth Management, discuss the markets, investing, personal finance and life in Alberta. Past episodes, charts, and other links discussed during any episode can be found at www.muhs.ca/podcast.
HOSTED BY
Markus Muhs
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Frequently Asked Questions
How many episodes does Just Some Musings have?
Just Some Musings currently has 91 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Just Some Musings about?
Justin Lee and Markus Muhs, wealth advisors at CG Wealth Management, discuss the markets, investing, personal finance and life in Alberta. Past episodes, charts, and other links discussed during any episode can be found at www.muhs.ca/podcast.
How often does Just Some Musings release new episodes?
Just Some Musings has 91 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Just Some Musings?
You can listen to Just Some Musings on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Just Some Musings?
Just Some Musings is created and hosted by Markus Muhs.
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