We welcome you to “Bare With Us,” the podcast where we Bare Out the latest economic and financial questions that matter to you. Mike Robinson, a Chartered Investment Manager (CIM) from Calgary, Scott Richardson, a Certified Financial Planner (CFP) from Edmonton, and Finn McKay, a Chartered Financial Analyst (CFA) from Winnipeg, engage in an unstructured discussion, bringing you a wealth of knowledge and a diverse experience from the world of finance.
Each episode features an unstructured, unscripted and entertaining discussion where we pursue ideas and concepts as they arise naturally through our conversation. We tackle a broad range of timely topics, from economic or market trends and financial planning strategies.
Whether you’re one of our valued clients, or someone new to our insights, our goal is to provide you with valuable information, from diverse perspectives, that can help you navigate the complex world of finance.
We are experts in our field, but we are new to podcasting, so we invite you to Bare With Us, while we learn, grow and share! Please feel free to reach out to us with any feedback, to suggest any topics, or to learn how to work with us. You don’t have to, but you can!
Last refreshed: ⓘ
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
In this episode of Bare With Us , we explore a side of retirement planning that rarely gets the attention it deserves—everything beyond the financial projections. Today’s retirees are navigating a new reality, often spending 10 to 30 years in retirement, and many are discovering that it’s not the money that’s the hardest part…it’s finding purpose. Drawing from their firsthand experience helping dozens of clients transition into retirement, Scott and Mike share what they’ve observed over the year...
In this episode of Bare With Us , we explore the essential financial decisions that we believe everyone should be making—or at least seriously considering—throughout their life. Starting with young adults entering the workforce and progressing through various life stages, we highlight the habits and strategies that form the backbone of long-term financial success. Join Mike Robinson, Scott Richardson, and Finn McKay as they discuss: Understanding where your money goes Spending less than you earn...
In this episode of Bare With Us , we dive deep into one of the most debated topics in investing: passive vs. active strategies. We begin by breaking down what an index actually is, how different indices are constructed, and why not all indices are created equal. From there, we explore some of the lesser-known mechanics behind passive investing—what’s happening behind the scenes that most investors never see. Finn shares his perspective as an active Portfolio Manager, explaining how active manage...
Tariffs, Trade, and Turbulence: Navigating Market Volatility - Part 2 In this episode of Bare With Us , we dive into the recent market volatility sparked by the U.S. government's reintroduction of tariffs. For nearly 40 years, tariffs haven’t played a major role in economic policy—but that’s changing, and so is the way we think and feel about the U.S.–Canada trade relationship. Join Mike Robinson, Scott Richardson, and Finn McKay as we explore what tariffs are, why they’re back in the spotlight,...
Tariffs, Trade, and Turbulence: Navigating Market Volatility In this episode of Bare With Us , we dive into the recent market volatility sparked by the U.S. government's reintroduction of tariffs. For nearly 40 years, tariffs haven’t played a major role in economic policy—but that’s changing, and so is the way we think and feel about the U.S.–Canada trade relationship. Join Mike Robinson, Scott Richardson, and Finn McKay as we explore what tariffs are, why they’re back in the spotlight, and how ...
In this episode of "Bare With Us," Mike, Scott, and Finn tackle a hot topic that's been making waves in the news and on social media: the rising cost of groceries. With many people suspecting that grocery stores are taking advantage of consumers, we delve into the truth behind these claims. Join us as we explore the economics and business metrics of grocery stores to understand the factors driving up prices. We also examine the role of consumer habits in influencing these costs. Our discussion a...
In this episode of "Bare With Us," Mike, Scott, and Finn dive into one of the most pressing issues facing young adults today: the housing market. With headlines and social media buzzing about the challenges of buying a home, we take a deeper look beyond the surface. Join us for a thoughtful discussion on current housing expectations, the evolving size of homes, and the impact of interest rates on affordability. Our goal is to provide you with valuable insights that go beyond the typical news sto...
We invite you to Bare With Us as we kick off the discussion with a common question: Should you be investing in your TFSA or your RRSP? As we delve deeper, we suggest reframing the question to focus on your financial objectives and which savings vehicles best align with them. Join Mike Robinson, Scott Richardson, and Finn McKay as they explore the various options beyond just TFSAs and RRSPs, including RESPs, FHSAs, and saving within a holding company. Each option comes with its own unique benefit...
