
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
Episodes
89
Latest episode
Jun 2026
Language
EN-CA
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.

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

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 as balancing our portfolios. Find notes and links at www.muhs.ca/jsm402

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 artificial intelligence. Notes and links at www.muhs.ca/jsm401

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/

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
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