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

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 organization designed to empower donors rather than direct them. His goal: to make charitable giving as seamless and impactful as managing a bank account.

You can find summary notes, transcript, link to the YouTube, and more at www.muhs.ca/jsm309

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 www.muhs.ca/jsm308

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 simply curious about how CPP fits into your financial future, this episode offers a wealth of practical insights. The notes and YouTube of this episode can be found at www.muhs.ca/jsm307.

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

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

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.

Accompanying blog summary and discussed links can be found at www.muhs.ca/jsm304

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.

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

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