Compound Wealth

Podcast

As your trusted Advisors, we also view ourselves as Financial Architects, working in partnership with you and our strong, multi-generational team, to build and protect your unique blueprint to financial wellness. Our goal is to make financial literacy more accessible and to provide practical insight into our thoughts and actions.

These quick updates are designed to keep you abreast of markets and provide financial literacy to enable every generation to build a legacy of wealth, knowledge, and understanding.

Check in regularly for new podcasts.

Episode 10: War, Oil, and Why Diversification Still Matters

March 2026

Kathleen discusses the investment implications of the Iranian-U.S.-Israeli conflict and why geopolitical shocks don’t necessarily derail long-term markets. She explains how strong global growth, historically low oil prices, and diversified portfolios help investors navigate periods of uncertainty while maintaining long-term momentum.

Episode 9: The S&P 500 Long-Term Uptrend

February 2026

Michael revisits a long-term S&P 500 chart he has followed for decades, outlining the market’s historical uptrend channel and what it signals about today’s environment. He explains how earnings strength, valuations, investor sentiment, and economic risks fit within that framework, and how the team balances growing and protecting capital in a market trading near the upper end of its long-term trend.

Click here to view chart: S&P 500 Long-Term Uptrend Channel (1975–Present)

Episode 8:The U.S. Dollar Debasement Trade

February 2026

Kathleen examines the long-term implications of rising government debt and explains why currency debasement may be the path of least resistance for policymakers. She outlines how a weaker dollar, lower short-term rates, and inflation tolerance can reshape purchasing power, and how portfolios are positioned with precious metals and increased international exposure to both protect and capitalize on this structural trend.

Episode 7: Financial Podium Finishes

February 2026

Michael draws inspiration from the Olympic Games, reflecting on the discipline, sacrifice, and persistence required to achieve success. He connects those same qualities to long-term financial planning and explains why the team’s greatest satisfaction comes when clients achieve their own financial podium finish.

Episode 6: Active Management, Gold, and Momentum Markets

February 2026

Kathleen reflects on the value of active management through long-term relationships with skilled portfolio managers, highlighting the impact of disciplined due diligence and conviction. She discusses current positioning in areas like gold and global innovators, and why a momentum-driven market, major IPOs, and a falling U.S. dollar could shape opportunities ahead.

Episode 5: Strategist Targets and the S&P 500

February 2026

Michael examines how accurate analyst forecasts have been over the past 26 years. With markets being up over 68% in the last 3 years, are analysists forecasts even relevant? He explains how these projections are often inaccurate, how they should be interpreted, and how the team approaches portfolio decisions in a market that remains risk-on but valuation-aware.

View graphs (source: Bespoke Investment Group)
     • Wall Street Strategist Price Targets by Year
     • Individual Strategist 2026 S&P 500 Targets

Episode 4: 2026 Outlook - Money Everywhere

January 2026

Kathleen discusses the key themes shaping 2026, including accommodative central banks, expansive government spending, and abundant liquidity. She explores how these forces may impact growth, inflation, interest rates, and where risks and opportunities may emerge across global markets.

Episode 3: Breaking Down RRSPs

January 2026

With the beginning of the year underway, Michael provides an overview of Registered Retirement Savings Plans (RRSPs). He explains what RRSPs are, how contributions work, and how these accounts can be used to build long-term wealth and generate retirement income. Michael also addresses common questions and misconceptions highlighted in the media, including the tax implications of RRSPs and how they may affect beneficiaries.

Episode 2: Venezuela, Markets, and the Global Outlook

January 2026

Kathleen examines recent U.S. actions in Venezuela and their potential implications for global markets. She also discusses the team’s broader economic outlook during global events such as this. Kathleen touches on continued U.S. growth, government spending, China and emerging markets, currency expectations, and how their portfolios are still well positioned for optimism while maintaining prudent defensiveness in this unpredictable world.

Episode 1: Introducing the Compound Wealth Podcast

January 2026

In this inaugural episode, we introduce the Compound Wealth podcast and set the stage for the conversations ahead. We share why we launched this series, what listeners can expect each week, and how we’ll approach timely financial topics with clarity and perspective.

Whether you’re navigating today’s markets or thinking longer-term, this podcast is designed to offer thoughtful insights and practical context to help you move forward with confidence.

The opinions expressed are the opinions of the author and readers & listeners should not assume they reflect the opinions or recommendations of Richardson Wealth or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a subsidiary of iA Financial Corporation Inc. and is not affiliated with James Richardson & Sons, Limited. Richardson Wealth is a trade-mark of James Richardson & Sons, Limited and Richardson Wealth Limited is a licensed user of the mark. Richardson Wealth Limited, Member Canadian Investor Protection Fund.