Advisors once lived by the phone, a notepad, and a stack of prospecting lists.

Now? AI, CRM systems, and customized pools are shaping the way advice is delivered, and relationships are built.

This week, Colin continues his conversation with Greg Kraminsky in part two of their reflection on 30+ years of change in the investment world. They unpack the real evolution: not just in products and technology, but in purpose, relationships, and trust.

🎧 From regulatory shifts and tech revolutions to the human side of advice, this episode is a candid look at how far the industry has come, and where it’s heading next.

“We got to revisit what works and what doesn't work... and we came up with a solution in 2009 that we still follow today” – Greg Kraminsky

This week, Colin sits down with Greg to revisit what the world of advice looked like in the 90s and how it has evolved over the past three decades.

From the days of paper forms and product pitches to purpose-driven conversations and personalized planning, it’s a look at how far the profession and expectations have come.

Ever feel like your money decisions are on a hype cycle?

This week, Colin and Karyn share 12 steps to help cut through the noise and bring some calmness back into your financial mindset.

From tuning out market headlines to trusting your process, they explore what has helped people stay on track, and what creates distraction.

🎧If you’ve ever wondered whether “timing the market” is a real thing (spoiler: it's not), or why some approaches just feel safer, this one’s worth a listen.

What do baseball, patience, and a big annual payday have in common?

Colin and Greg break down the story of Bobby Bonilla, a retired MLB player who still collects a cheque every July 1st thanks to one clever contract that turned into decades of steady income.

They unpack why consistency and patience often outperform perfect timing, and how you can apply these lessons to your own financial plans.

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴. 𝗟𝗶𝘃𝗶𝗻𝗴 𝗶𝘁 𝗶𝘀 𝗮𝗻𝗼𝘁𝗵𝗲𝗿.

Colin sits down with Greg Kraminsky, longtime advisor, recent retiree, and returning voice to the podcast, to talk about the shift from planning retirement for clients… to living it himself.

From navigating long, unstructured days, to finding purpose beyond work, and to why financial peace of mind isn’t the only thing that matters, this episode is full of real talk on what retirement actually looks like.

Whether you're already retired or just thinking ahead, it’s a conversation worth listening to.

Saving for retirement doesn't come with a one-size fits all plan.

Colin and Karyn sit down with Ryan Ackers, Senior Vice President at Growth and Corporate development with GBL, to unpack the Supplemental Executive Retirement plan. What it is, how it works, and why more companies are using it to support long-term planning for key talent.

From compensation design to funding mechanics and flexibility, they explore how SERPs fit into a broader strategy for employers and executives alike.

Whether you're a business owner, executive, advisor, or just SERP curious this conversation is one to listen to.

Being a dad doesn’t come with a playbook.

Colin and Karyn get candid about what it really means to be a dad in today’s world and why mental health needs to be part of the conversation. From financial stress and parenting pressures to societal expectations and silent burnout, they unpack 10 major challenges men face, especially fathers and offer practical, compassionate tools to help lighten the load.

Whether you're a dad, love a dad, or support one, this conversation matters.