The Unlimited Podcast by Ginsler Wealth

Ginsler Wealth
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The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families. Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.

  1. 3 days ago

    E70: Second Quarter Letter 2026 Client Letter - Anniversary Edition

    From Brian Ginsler, Ginsler Wealth CEO: Over the past year, we spent considerable time and a lot of money building a U.S. business. New SEC registration, new systems, a "next level" investment offering for American clients... And this past quarter, I killed it all. Shut it down. The reason is the whole reason we exist — and it's the subject of my fifth-anniversary (quarterly) letter. For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-second-quarter-2026-client-letter-anniversary-edition/

    16 min

  2. 12 Jun

    E69: All that Glitters with Peter Grosskopf

    "There's a lady who's sure all that glitters is gold..."- Led Zeppelin In this episode of The Unlimited Podcast, Brian speaks with Peter Grosskopf, shareholder and advisor at Forthlane Partners, to explore the current investment case for gold and where the precious metal may be headed. They break down how gold can function as a portfolio's "anchor" and insurance, the rise of gold digitization, how gold and other metals fit into the AI boom, and much more. Peter Grosskopf is a shareholder and advisor at Forthlane Partners, where he supports the investment team's Real Assets strategy. He is also the founder of Argo Digital Gold, Chairman of SCP Resource Finance, and sits on the boards of Agnico Eagle Mines, the World Gold Council, and Alaris Private Equity. With over 35 years of experience in financial services, Peter served as CEO of Sprott Inc. from 2010 to 2022, growing assets under management from $5 billion to over $20 billion, and previously co-founded Newcrest Capital, which was acquired by TD Bank Financial Group in 2000. A self-described libertarian who began his career as a junior commodities and gold trader, Peter is widely recognized as one of Canada's leading authorities on gold and resource investing. He holds both an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario, along with the CFA designation. Stairway to Heaven story source: Spitz, B. (2021). Led Zeppelin: The biography. Penguin Press. The full Led Zeppelin story can be found here. Timestamps 0:00 Stairway to Heaven 5:03 Disclaimer & Intro 9:25 Peter's Journey into Gold 12:38 The case for Gold 22:09 Gold vs. Gold Stocks 30:26 The case against Gold 32:23 Silver, precious metals, & AI 37:16 Canada's resource wealth & outlook 44:13 If Peter could do anything, what would it be?

    46 min

  3. 8 May

    E68: The Executor Playbook with Michael Kulbak

    Everyone says they have a simple estate…until they don’t. In the third episode in our Wealthhard mini-series on wills, estates, and planning for the inevitable, Brian speaks with Michael Kulbak, founder of Kulbak Trust Solutions, about what actually happens after someone dies…and what executors are really left to deal with. Michael is a Toronto-based professional executor and estate trustee. He is a Chartered Professional Accountant, a Trust and Estate Practitioner, and has prior experience as a Chief Financial Officer, director and officer of both private and public companies. Today, through Kulbak Trust Solutions, he works with individuals, families and advisors as a professional executor, agent to executor, trustee, and attorney under power of attorney for property. In this conversation, Michael walks through the real-life chaos of estate administration: funeral arrangements, frozen bank and investment accounts, probate delays, tax filings, family dynamics, beneficiary conflicts, vulnerable beneficiaries, “vulture syndrome,” and the constant executor experience of having to "hurry up and wait". He also explains why even a “simple” estate can take 18 to 24 months—and hundreds of hours—to administer properly. Brian and Michael also discuss practical steps people can take now to make life easier for their executor later. This episode is for anyone who has been named an executor, anyone thinking about who to name as executor, and anyone who assumes their estate will be “simple.” Because as Michael makes clear: being asked to act as executor may be an honour, but it is also a job. Timestamps 0:00 A very simple estate 2:05 Intro & Disclaimer 5:58 What happens when someone passes away? 10:46 What role does a professional executor play? 15:26 What causes the most challenges for the executor? 20:52 How to prepare your affairs in advance 25:07 Real-life complex secnarios 28:23 How to deal with beneficiaries 35:48 Preparing to be an executor 39:58 Compensating a professional executor 45:26 When to bring in a professional 48:16 If Michael could do anything, what would it be? 50:42 Outro

    52 min

  4. 6 Apr

    E67 First Quarter 2026 Client Letter - Mike Tyson Edition

    Everyone has a plan 'till they get punched in the mouth. -- Mike Tyson The first quarter of 2026 threw plenty of punches. In this episode, Brian reads his Q1 2026 quarterly letter to clients. He covers what we knew, what we anticipated, what we tried to avoid, and how we're managing through it: market volatility, liquidity challenges, and the growing impact of AI. And the secret code (and plan) he used to beat Mike! For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-first-quarter-2026-client-letter-mike-tyson-edition/

    18 min

  5. 19 Mar

    E66: Farm Lending with Robb Nelson

    In this episode of the Unlimited Podcast, Brian speaks with Robb Nelson, CEO of Farm Lending Canada, to explore how private lending supports Canada’s agricultural sector and why it can be an attractive investment opportunity. Brian and Robb discuss how farm lending helps fill gaps left by banks, why farmers are particularly great borrowers, where this fits in an investor's portfolio, and more. Farm Lending Canada is a Canadian agricultural lender that provides financing solutions to farmers who may not fit traditional bank requirements. They focus on short term “transition” loans that help farmers stabilize their finances and eventually return to conventional lenders. Beyond lending, they also support farmers with advice around growth, structure, and succession planning, acting as both a capital provider and a partner in navigating financial challenges. Robb Nelson is the CEO of Farm Lending Canada and a founding principal of Agri Roots Capital Management. He has over 35 years of experience in finance, including more than 25 years focused on private lending in agriculture, residential development, and housing. An entrepreneur at heart, Robb has built and exited several successful businesses and has spent much of his career structuring private debt solutions. He co-founded Farm Lending Canada in 2001 and has helped grow it into a national platform. Timestamps: 0:00 Intro & Disclaimer 6:46 What made farm lending attractive to Robb? 8:41 A farmer's life 11:33 Why is farming a great sector to be lending in? 14:23 Why don't farmers just go to the banks? 21:50 Why farmers are the best borrowers 23:50 Evaluating potential borrowers 32:02 Demand for different loan sizes 35:42 Farm Credit Canada 39:28 Dealing with stress on loans 43:07 Why should investors consider Farm Lending? 45:39 If Robb could do anything, what would it be? 47:24 Outro

    50 min

  6. 27 Feb

    E65: Tax Strategy with Matthew Getzler

    Let me tell you how it will beThere's one for you, nineteen for me'Cause I'm the taxmanYeah, I'm the taxmanAnd you're working for no one but me.-- Taxman, The Beatles In this second episode in our Wealthhard series, Brian speaks with Matthew Getzler, Partner and Co-Chair of the Private Client Services & Tax groups at Torkin Manes, about the practical tax opportunities still available to high-net-worth families and private business owners. Matt picks up where Jessica Feldman Chittley left off in You Need a Will (our last podcast episode), and walks through will-related tax tools: avoiding loss of the spousal rollover, probate planning and using wills as succession vehicles, plus U.S. estate-tax traps. He then moves to active tax planning: estate freezes and refreezes, prescribed-rate loan strategies, and the pragmatic use of Canadian corporations to manage U.S.-situs exposure and defer tax. Along the way he explains the mechanics, the admin rules that can kill a plan, cross-border pitfalls, and real client examples so listeners understand when a strategy makes sense, and when it doesn’t. Practical, technical and actionable, this episode is for families and advisers who want to keep more of what they build while avoiding common implementation mistakes. Timestamps: 00:00:00 — Intro & Legal Disclaimer00:03:54 — Guest Intro / Matthew Getzler00:07:45 — Dying Intestate & Spousal Rollover00:11:41 — Spousal Trusts & Control00:14:01 — Probate & Probate-Planning00:18:56 — Joint Ownership & Adding Children00:21:41 — Succession for Business Owners00:27:13 — Estate Freeze: The Basics00:32:03 — When an Estate Freeze Makes Sense00:35:15 — Control, Voting Shares & Practical Mechanics00:38:32 — Wills & U.S. Estate-Tax Issues00:41:34 — U.S. Estate Tax Overview & Stakes00:44:16 — Trust-Based Solutions & Cross-Border Structuring00:49:56 — Using Canadian Corporations to Protect US-Situs Investments00:51:16 — Prescribed-Rate Loan Planning01:00:01 — Investment Limits & “Kiddie Tax” / TOSI Risks01:01:59 — Common Pitfalls & Implementation Risks01:06:17 — Closing / The “Unlimited” Question01:08:21 — Outro

    1hr 9min

  7. 30 Jan

    E64: You Need a Will with Jessica Feldman Chittley

    “If you die without a will… the law has written one for you.” In this episode of The Unlimited Podcast—the first in our Wealthhard series—Brian speaks with Jessica Feldman Chittley, partner at Bales Beall LLP, about wills and powers of attorney: what they are, why everyone needs them, and how to draft them so they reduce tax and probate, protect minor children, and avoid executor headaches. Jessica explains the real consequences of dying intestate (meaning, without a will), how guardianship and trusts for minors work, and why powers of attorney for property and personal care are urgent. She also walks through the scope of the executor’s role, probate-planning options (e.g., multiple wills, bare-trust structures), and simple but powerful drafting tools that prevent family conflict. Practical, clear and essential listening for anyone who hasn’t reviewed estate documents in the last few years. And especially for those who haven't yet organized their wills and/or powers of attorney...What are you waiting for? Jessica Feldman Chittley is a Partner at Bales Beall LLP who focuses on estate and trust planning and estate administration. She advises individuals, families and private-business owners on tax-minimization at death, drafts wills, trusts and powers of attorney, and guides executors through the administration process. Jessica serves on the Executive Committee of the Ontario Bar Association’s Trusts & Estates Law Section, is a member of Society of Trust and Estate Practitioners and the Canadian and Ontario Bar Associations, and was recognized in The Best Lawyers in Canada (2025) for Trusts and Estate. Timestamps: 0:00 Disclaimer & Intro 1:25 Wealthhard 4:47 Why do you need a will? 7:57 What happens if you don't have a will? 13:02 The key elements of a will 18:56 The role of the executor 24:36 How a will impacts children 29:32 Planning for maximum value 31:55 What to do once a will is written 34:28 What is a power of attorney? 42:40 If Jessica could do anything, what would it be? 43:56 Outro

    45 min

  8. 9 Jan

    E63: Fourth Quarter 2025 Client Letter - WealthHard Edition

    From Brian Ginsler, Ginsler Wealth CEO: Wealth doesn’t get simpler as it grows — it gets harder. In this quarter’s letter, I explain the full story of our firm's colour palette, and introduce Wealthhard, a theme that reflects the realities of managing wealth, family complexity, and investments in real time. I share how we help families organize that complexity, what 2025 taught us about markets, and how we continue to position portfolios when nobody knows what comes next (as the first week of 2026 illustrates). You can watch the genesis of Wealthhard here. Plus I introduce the Wealthhard game: https://game.wealthhard.com/ For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-fourth-quarter-2025-client-letter-wealthhard-edition/

    17 min
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The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families. Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.

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