In this episode of Just Some Musings, Markus and Justin sit down with John Bromley, founder of Charitable Impact, to explore the world of donor-advised funds (DAFs) and the future of philanthropy in Canada.

John shares his journey from corporate finance to founding Charitable Impact, an organization designed to empower donors rather than direct them. His goal: to make charitable giving as seamless and impactful as managing a bank account.

You can find summary notes, transcript, link to the YouTube, and more at www.muhs.ca/jsm309

This month Markus and Justin dig into the realities of diversification in today’s markets, explore the growing appeal of direct indexing, unpack the impact of currency swings on your investments, and reflect on the rise of “Everyday Millionaires” (EMILYs).

Find notes, video, and transcript at www.muhs.ca/jsm308

This month Markus and Justin interview Jason Yee of Finepoint Solutions. Jason is recognized in the Canadian personal finance world for his expertise around determining and explaining Canada Pension Plan benefit calculations. Whether you're nearing retirement, just entering the workforce, or simply curious about how CPP fits into your financial future, this episode offers a wealth of practical insights. The notes and YouTube of this episode can be found at www.muhs.ca/jsm307.