By Keith Matthews
The podcast currently has 102 episodes available.
Have you ever wondered if investing in emerging trends, like AI or green energy, could give you an edge? Are thematic investments a smart choice for long-term success? What are the potential pitfalls, and how can investors avoid them? In this episode, we explore these questions and more.
Keith Matthews and Marcelo Taboada examine the appeal of thematic investing, looking at why it draws investors in and why it may often fall short. They discuss findings from a recent Morningstar report that highlights the returns—and missed returns—associated with thematic strategies, shedding light on how timing and trends impact investors' outcomes.
Tune in to learn the do’s and don’ts of thematic investing and how a balanced approach can help you achieve your financial goals without chasing the latest investment craze.
Thank you for tuning in!
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
Do presidential elections determine the stock market's performance? Is there a difference in returns between Republican and Democrat administrations? In today’s episode, Marcelo Taboada and Jackson Matthews break down the data from past elections and examine the long-term impact—or lack thereof—of political events on the stock market. How does human ingenuity shape market outcomes, and what lessons can investors learn from history?
Join Marcelo and Jackson as they dive into key historical periods, such as the Great Depression, World War II, and the COVID-19 pandemic, to explore how markets react in times of crisis and growth. They also address common misconceptions about the stock market and offer a fresh perspective on investment strategies in the face of political change.
Thank you for tuning in!
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
Are you or a loved one facing the challenges of long-term financial planning with a disability? Wondering how to secure a stable future while navigating government benefits? The Registered Disability Savings Plan (RDSP) could be the answer you’re looking for.
Hosts Lawrence Greenberg and Jackson Matthews break down the complexities of the RDSP, explaining how it offers significant government support through income-based grants and bonds, making it a powerful savings tool to help Canadians with disabilities secure their financial future.
With tax-deferred growth, matching grants, the ability for multiple family members to contribute and bonds for low-income families, the RDSP allows for faster savings growth.
Lawrence and Jackson discuss the RDSP’s complexity and the need for expert guidance to fully leverage its potential. Whether you’re planning for yourself or helping a family member, the RDSP can be a game-changer for securing a better financial future.
Thank you for tuning in!
Key Topics:And much more!
Mentioned in this Episode:Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media: LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
Have you ever wondered how the Disability Tax Credit (DTC) can assist Canadians with disabilities and their families? What are the challenges involved in applying for this underutilized credit? How can one effectively navigate the application process to maximize benefits? These and more questions will be explored in today’s episode.
Host Lawrence Greenberg sits down with Christine Brunsden, CEO of Benefits2, to discuss the Disability Tax Credit—a powerful yet often overlooked resource for Canadians. Christine delves into the intricacies of the DTC, clarifying eligibility requirements, debunking common misconceptions, and revealing the broader benefits it can unlock.
The conversation also sheds light on how aspects of aging, such as mobility issues, cognitive decline, and incontinence, as well as chronic illnesses like diabetes, can qualify as disabilities under the DTC. Christine offers practical advice on navigating the application process and underscores the importance of educating both professionals and the public about this valuable financial tool.
Whether you’re exploring the DTC for yourself or a loved one, this episode provides essential insights into obtaining financial support for those with disabilities.
Thank you for tuning in!
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
How should investors react to recent market volatility? What are the lessons from Intel's rise and fall that modern investors can learn from? Is diversification really the key to long-term success?
In this episode, Keith and Lawrence dive into the recent bouts of market volatility and share their thoughts on how you can maintain your composure during these turbulent times. They also delve into the cautionary tale of Intel, once a stock market darling of the late 90's, to emphasize the risks of over-concentrated investments in seemingly "can't miss" stocks.
Whether you're concerned about recent market trends or curious about the fate of once-dominant companies, this episode provides a clearer understanding of why it's essential to stay the course, ignore the noise, and maintain a diversified portfolio that aligns with your long-term financial goals.
Thank you for tuning in!
Key Topics:And much more!
Mentioned in this Episode:Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media: LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
Mid-year review - inflation down, stocks and bonds up: In this episode Keith and Lawrence delve into the 2024 mid-year review, providing a comprehensive overview of year-to-date asset class returns.
They elaborate on the strong performance of various asset classes, particularly emphasizing how technology stocks like NVIDIA have propelled the S&P 500's gains. But they remind us of the importance of not chasing returns, and of the importance of maintaining a globally diversified portfolio for long-term performance and for risk management.
As they look ahead to the upcoming fall US elections, they advise us that sticking to a consistent, diversified investment strategy is far more effective than trying to predict investment outcomes based on election results.
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Are you thinking about selling your business but unsure where to start? Wondering how to maximize its value and attract the right buyers? How can you structure your finances to maximize the value of your business?
Tune in as host Keith Matthews and guest Uros Milekic, partner at BDO Canada, explore the critical strategies for enhancing business operations, ensuring accurate financial reporting, and structuring for optimal tax efficiency. Uros also explains the key factors that potential buyers look for and how to position your business to meet those criteria.
Whether you're looking to sell in the near future or planning long-term, this episode offers invaluable insights to help you navigate the complex selling process and secure your financial future.
Thank you for tuning in!
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
How can entrepreneurs effectively plan and accumulate wealth? What role do holding companies and the capital dividend account play?
Join host Marcelo Taboada and Uros Milekic from BDO Canada as they dive into key financial strategies for entrepreneurs. Learn how to optimize tax savings, protect assets, and set up holding companies for legal and tax benefits.
Discover the pros and cons of taking a salary versus dividends, managing cash flow, and planning for retirement. Uros explains the Capital Dividend Account (CDA) and Refundable Dividend Tax on Hand (RDTOH) for tax-efficient fund distribution, and highlights Individual Pension Plans (IPPs) as a powerful wealth accumulation tool.
Tune in to navigate financial planning complexities and make informed decisions for your business!
Key Points:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
As parents, we all want to set our kids up for financial success. But how do you teach them about money in a way that sticks? In our latest episode, Marcelo speaks with Robin Taub, CPA and author of "The Wisest Investment," to get her expert advice on instilling money smarts from an early age.
Robin Taub is the bestselling author of The Wisest Investment. The Canadian edition of this book was awarded the Best Adult Book of 2022 by the Institute for Financial Literacy.
Join us as we discuss the practical tips and exercises Robin outlines in her book, explore her personal experiences, and understand why financial literacy is essential for children, adolescents and young adults. This episode is packed with insights for parents, grandparents, and mentors who are keen on making a lasting impact on their children’s financial future.
Thank you for tuning in!
Key Topics:
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Join us as we celebrate 100 years of mutual fund history, reflecting on how they've helped shape investor access to the markets.
Keith and Marcelo discuss the journey of mutual funds (MF) from a niche product created in 1924 to a mainstay in the investment world, examining both the benefits and challenges they present for today's investors.
They highlight mutual funds' ability to provide diversified exposure to various markets, easy access to foreign investments, and convenience in buying and selling shares.
They also tackle the downsides of mutual funds head-on: high fees, lack of transparency, and sales-driven practices from big banks and others that plague the industry. Despite the availability of lower-cost alternatives like ETFs and other low fee MFs, Canadians continue to be pulled to high-fee MFs. Why?
Keith and Marcelo remain optimistic about the future, pointing to an increasing availability of low-fee investment options and the growing demand for independent, evidence-based financial advice.
Explore the pivotal moments in mutual fund history and gain insights into how understanding this history can benefit your investment strategy today.
Thank you for tuning in!
Key Topics:
● The historical significance and impact of mutual funds on investing (00:39)
● Overview of mutual fund benefits, including diversification and accessibility (01:15)
● Mutual funds' role in the democratization of financial markets (03:22)
● High fees associated with Canadian mutual funds and transparency issues (05:15)
● Evolution of mutual funds and the introduction of ETFs (07:30)
● The shift from defined benefit pensions to defined contributions (09:45)
● Canadian vs. U.S. investment trends in mutual funds and ETFs (11:05)
● Discussion on mutual fund fee structures in Canada (13:18)
● The changing landscape of investing and the rise of passive strategies (15:30)
● Long-term trends and future for mutual funds (18:25)
● Summary of key takeaways and the importance of informed investing (20:40)
● Adoption of Vanguard's ETF Portfolio and Shift Towards Passive Investing in Canada (22:18)
And so much more!
Mentioned in this Episode:
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.
Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!
Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
The podcast currently has 102 episodes available.
30,756 Listeners
900 Listeners