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All Episodes

Free Lunch — 91 episodes

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Title
1

The Energy Professional’s Financial Playbook – Episode 1 of 3 Building Wealth in a Cyclical Industry

2

Ag in Motion: A Farming Experience

3

Summer Reading Series

4

Lori Curtiss – Financial Planning Faux Pa’s

5

"Yeehaw" Chuckwagon Marketing

6

Philip McInnis – How to invest for the next 30 years…

7

Why Great Investors Think Like Great Coaches - World Cup Edition!

8

Why the AI is there a tech sell off??

9

A New Fed Chair

10

IPO Mania!

11

Mentoring for discipline, not NVIDIA...

12

Estate Planning in Canada. Protecting Your Family, Wealth & Legacy.

13

What do you do for research?

14

A Quick Tutorial on Private Credit

15

Talk’n Bonds with Tony Crescenzi

16

Illusion of Income

17

Decorum and Diplomacy

18

Seduced by Headlines

19

DIY (not as easy as you think....)

20

RRIF Meltdown Strategy

21

Big Acquisition News!

22

War and Volatility

23

Leprechauns, Luck & Discipline

24

Happiness!

25

Financial Planning Miniseries Episode 4 - Wrap Up

26

Financial Planning Miniseries Episode 3 - Investing and Taxes

27

Financial Planning Miniseries Episode 2 – The Canadian Landscape

28

Financial Planning Miniseries Episode 1 – Macro View

29

When the world shifts: Geopolitics

30

Top Stock Pick’s 2025 and 2026

31

Boomer to Millennial: Lessons for the next gen.

32

What Have We Learned Along the Way?

33

Leasing vs Buying Market Volatility

34

A Fireside Chat with Rob Carrick

35

12 Steps to Greatness in 2026!

36

What is Free Lunch?

37

Giving Thanks to The Pioneers

38

Mark Eibel, Stay in the Game!

39

Meir Statman, Man Plans and God Laughs

40

Financial Therapy with Ashley Quamme

41

Year End Tax Planning

42

Silver Linings & The Stock Market Playbook

43

Is the CPP Well Managed?

44

A Potpourri for “Smart” Investors

45

Jonathan Clements’ Words of Wisdom

46

The Evolution of AI

47

Education "FUN"ding

48

Being "Sharpe" with Diversification

49

How Did That Stock Find You?

50

Trump, Too Late Powell and Tariffs

51

Assets in Multiple Provinces - Is One Will Enough?

52

Your Money with Carl Richards

53

IPPs - Supercharged RRSPs

54

Soul of Wealth and Barenaked Ladies

55

World of Finance: Theory vs Application

56

Further Reflections with Greg Kraminsky

57

Reflecting on Life with Greg Kraminsky

58

The 12 Steps to Better Investing

59

Bobby Bonilla Day

60

Talking about Independence with Greg Kraminsky

61

Retirement Tips with Greg Kraminsky

62

What is a SERP? Or an RCA?

63

Happy Father’s Day!

64

Family Law Fireplace Chat with Marty Birky

65

Bonds vs Bond Funds - What’s Better?

66

Sell in May?...Nah. Busting Market Myths

67

The Cost of Edu(ma)cation

68

What Do Moms Really Want for Mother’s Day?

69

Trade wars, Portfolio Strategies & The Central Bank

70

Reading Your Way (To Success!)

71

Preserving Wealth for the Ones You Love

72

The Evolution of Advice

73

World Health Day…Stress, Fitness & Finances

74

Diversification and Zero-Sum Games

75

Death & Taxes: What You Need to Know

76

Can You Escape Market Volatility?

77

Does Gender Make a Difference in Investing?

78

When Markets Seduce and Confuse

79

Millennials Wealth with Dan Solin

80

Valentine’s Day – Heroes & Villains

81

“It’s Groundhog Day!” with Brian Portnoy

82

Blue Monday and Dr. Daniel Crosby

83

An interview with a Chief Evangelist, Samantha Russell

84

Talk’n Stocks and Stuff with Shay Kshatriya

85

Capital Market Assumptions and 2025!

86

New Year’s Tax Tips

87

12 Steps of Investing & The 12 Days of Christmas

88

Priority vs Proprietary

89

Unusual Indices and Purchasing Price Parity

90

What Investors Get Wrong

91

Our Partnership with Q Wealth