by The Empowered Investor | Mar 8, 2023
Financial fraud is a serious issue that has unfortunately cost many investors their hard-earned savings. From Ponzi schemes to fake investment opportunities, these scams lure investors in with promises of high returns and low risk.
by The Empowered Investor | Feb 15, 2023
Effective client meetings are about transparency and empowering investors to move forward confidently and with a clear vision of their financial future.
by The Empowered Investor | Feb 1, 2023
You’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment – in today’s podcast we discuss Bill Perkins’ book around this concept.
by The Empowered Investor | Nov 30, 2022
How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.
by The Empowered Investor | Oct 12, 2022
A good evaluation goes beyond a financial advisor’s performance and lets you get a sense of their processes, structure and the people helping you.
by The Empowered Investor | Sep 28, 2022
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
by sebrina jones | Apr 18, 2022
Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.
by sebrina jones | Apr 3, 2022
Depending on your unique circumstances throughout your life, understanding your CPP, QPP and OAS pension options can be challenging yet it’s critical for financial success.
by sebrina jones | Mar 18, 2022
What it means to chase stock market performance and why is it dangerous for your investment portfolio? Join us as we discuss strategies to avoid this trap!
by sebrina jones | Jan 30, 2022
In an ideal world, following the 4% withdrawal rule would allow you to plan your retirement cash flow in a way that ensures your financial investments can support you throughout retirement. But as with all generalizations, the 4% withdrawal rule comes with both advantages and disadvantages.
by sebrina jones | Oct 27, 2021
In this episode, Matthew and Keith talk about why third party custodians are crucial partners for PM firms, how discount brokerages can afford to offer no trading fees, the latest trends Matthew has identified from his work with PM firms across the country, succession planning in PM firms, and so much more!
by sebrina jones | Sep 14, 2021
In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!