The Wealth Round Up Podcast


Episode 31: Markets Update & When to Sell - Jan 28 2026


Episode 30: Assessing Risk and The FOMO - Jan 20 2026


Episode 29: Financial Fact and Fiction - Jan 15 2026


Episode 28: What’s the Bond Market telling us? Financial checklist to Start the Year - Jan 6, 2026


Episode 27: Preparing your Investment Portfolio 2026 - Dec 31 2025


Episode 26: Economic- Outlook Part 2- Dec 24 2025


Episode 25: Economic - Outlook 2026 Part 1- Dec 17 2026


Episode 24: Aging in Place. Renovation and design expert discusses right sizing your home for the future. - Dec 12 2025


Episode 23: Is an AI Bubble responsible for market volatility? A deeper dive into the Federal Budget.- Nov 26 2025


Episode 22: Markets take a breather. Earnings and Capital Spending...who are the Winners and Losers ?- Nov 05 2025


Episode 21: Earnings and the Markets. Does my Portfolio need Alternative Equities ?- Oct 28 2025


Episode 20: Markets, VIX and a Credit Squeeze ? - Oct 22 2025


Episode 19: Markets, Diversification, and some thoughts on Philanthropy Planning- Oct 15 2025


Episode 18: Markets, Taking Profits and Rebalancing to Objectives- Oct 08 2025


Episode 17: Government Shutdowns and "Is the Market Overvalued" - Oct 01 2025


Episode 16: What Happened to Mortgage Rates ? Investment Option Income for Conservative Investors - Sep 24 2025


Episode 15: Market Update Pre-Rate Decision. Solutions to Create More Income From My Investments - Sep 17, 2025


Episode 14: Investing in the Canadian Banks. They are up eh ! - Sep 10, 2025


Episode 13: Important 2 weeks of data for US Economy before FED meeting ! Fees…what am I paying and what is CRM 3 ? – Sep 2, 2025


Episode 12: Why is US Inflation Important to Canadian Investors ? Canada an Energy Super Power ! – Aug 12, 2025


Episode 11: Estate Planning Including Wills and Power of Attorney - Jul 29, 2025


Episode 10: Mid-Year Update, Disruptive Technologies and Investment Themes - Jul 23, 2025


Episode 9: Dividend Income and Financial Fraud (Be Pro-Active) - Jul 16, 2025


Episode 8: Opportunities in infrastructure and the OAS claw back- Jun 25, 2025


Episode 7: Geopolitical events and the Markets. Do I have enough saved for Retirement - June 17, 2025


Episode 6: Bitcoin…Digital Gold ? Saving for Post Secondary Education - Jun 11, 2025



Episode 5: Repercussions of Deficit Spending. Reviewing your Beneficiaries - Jun 04, 2025



Episode 4: First Home Saving Account, The Marketing, Bank of Canada - May 28, 2025



Episode 3: Markets, Investment Products and Considerations- May 21, 2025



Episode 2: Markets, Rates and CPP - May 14, 2025