212 episodes

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time.

The Free Lunch Podcast is hosted by The CM Group a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles:
-Markets Are Efficient and Work over Time
-Successful Investing Results from a Long-Term Disciplined Approach
-Fear and Greed Degrade Portfolio Returns
-Costs Make a Difference
-Portfolio Diversification Reduces Risk

To learn more about The CM Group visit our website https://markets-work.com/ and listen to our podcast every Wednesday.

Free Lunch The CM Group

    • Business
    • 5.0 • 5 Ratings

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time.

The Free Lunch Podcast is hosted by The CM Group a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles:
-Markets Are Efficient and Work over Time
-Successful Investing Results from a Long-Term Disciplined Approach
-Fear and Greed Degrade Portfolio Returns
-Costs Make a Difference
-Portfolio Diversification Reduces Risk

To learn more about The CM Group visit our website https://markets-work.com/ and listen to our podcast every Wednesday.

    Lottery Tickets & Travel Medical Insurance

    Lottery Tickets & Travel Medical Insurance

    Do you buy medical insurance before you travel? What about trip cancellation insurance? What do these have to do with playing the lottery? Listen in to find out more and enjoy the show!

    • 27 min
    Coaching & the ABC’s of Health & Wealth

    Coaching & the ABC’s of Health & Wealth

    In today’s episode Colin and Karyn talk about the benefits of coaching. What are the ABC’s of health and wealth? Listen in to find out more and enjoy the show!

    • 27 min
    Introducing Karyn, discussing Health & Wealth

    Introducing Karyn, discussing Health & Wealth

    In today’s episode we introduce Karyn Silenzi, our most recent team member to join The CM Group. Karyn has an interesting background in health and fitness along with financial planning. Listen in to find out more about how these areas are linked and enjoy the show!

    • 24 min
    University or Trades School?

    University or Trades School?

    In today’s episode Greg and Colin talk about what to do after high school. Confused? Have a younger family member trying to figure out life? Listen in to find out more and enjoy the show!

    • 23 min
    Identity Take Over...Ouch!

    Identity Take Over...Ouch!

    In today’s episode Greg and Colin talk about fraud. What it is, how to avoid it, how to deal with it. Sharing a personal story as a public service announcement. Enjoy the show!

    • 26 min
    Capital Gains Tax Changes

    Capital Gains Tax Changes

    In today’s episode Greg and Colin discuss the upcoming changes to how capital gains are taxed in Canada. Listen in to find out more and enjoy the show!

    • 30 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

Mxsandy12 ,

Amazing wealth management pod!

Love this show!!!

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