62 episodes
Just Some Musings Markus Muhs
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- Business
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5.0 • 8 Ratings
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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.
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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.
Customer Reviews
Great team
I enjoy the back and forth discussions. You guys make a great team. Keep it up!
Great podcast
I love the back and forth and the episodes have had great flow and very informative