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Essential  Financial Strategies for Entrepreneurs

Essential Financial Strategies for Entrepreneurs

by Tulett, Matthews & Associates | Jun 12, 2024

How can entrepreneurs effectively plan and accumulate wealth? Join us as we dive into key financial strategies for entrepreneurs, including optimizing tax savings, protecting assets, and setting up holding companies for legal and tax benefits.

Happy Birthday! The Mutual Fund Structure Turns 100

Happy Birthday! The Mutual Fund Structure Turns 100

by Tulett, Matthews & Associates | May 7, 2024

Celebrate 100 years of mutual fund history, tracing their evolution from niche products to investment essentials. Explore their benefits: diversified exposure, easy access to foreign markets, and convenient trading. Confront their drawbacks: high fees, transparency issues, and sales-driven practices.

A Simple, Effective & Stress-Free Way to Invest in the Stock Market

A Simple, Effective & Stress-Free Way to Invest in the Stock Market

by Tulett, Matthews & Associates | Apr 12, 2024

Wondering how you can simplify your investment strategy without sacrificing returns? Tune in as Nicolas Bérubé, an award-winning financial journalist and author, discusses the benefits of a stress-free investment strategy.

Beyond Borders: Tax Implications for Non-Resident Canadians

Beyond Borders: Tax Implications for Non-Resident Canadians

by The Empowered Investor | Feb 14, 2024

Have you ever wondered what happens to your tax obligations when you leave Canada to become a non-resident? Join us as we shed light on the often misunderstood and overlooked aspects of taxation for non-residents.

How Much is Financial Advice Worth?

How Much is Financial Advice Worth?

by The Empowered Investor | Jan 24, 2024

Can you quantify the value of financial advice? Dive into the intricate relationship between financial advice and investment success, featuring the insightful expertise of Emile Bouchard from Vanguard.

Book Review: Same as Ever, by Morgan Housel

Book Review: Same as Ever, by Morgan Housel

by The Empowered Investor | Dec 19, 2023

Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?

An economic soft-landing? Yes, no, maybe…

An economic soft-landing? Yes, no, maybe…

by The Empowered Investor | Dec 5, 2023

In today’s episode, we dissect the elusive concept of a “soft landing” economically, analyzing the potential for such an outcome in the current U.S. economy.

The Dividend Trap: How Seeking Stability Might Limit Your Returns

The Dividend Trap: How Seeking Stability Might Limit Your Returns

by The Empowered Investor | Nov 22, 2023

In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.

Enemy #1 in Investing: Your Brain!

Enemy #1 in Investing: Your Brain!

by The Empowered Investor | Sep 12, 2023

Is your brain tricking you and influencing your investment choices,perhaps leading you astray? Join us as we explore the role of behavioural biases and their profound impact on investment decisions.

TMA Book Review: Psychology of Money by Morgan Housel

TMA Book Review: Psychology of Money by Morgan Housel

by The Empowered Investor | Sep 6, 2023

Do emotions play a pivotal role in shaping our financial choices, and influencing our long-term outcomes? We deep dive into this book to learn more!

Lifestyle Creep: The Silent Threat to Your Retirement Plans

Lifestyle Creep: The Silent Threat to Your Retirement Plans

by The Empowered Investor | Aug 21, 2023

Lifestyle creep—a subtle increase in expenses as income grows—could be impacting your financial future and threatening your retirement more than you realize.

Inspired Retirement – Maximizing retirement satisfaction

Inspired Retirement – Maximizing retirement satisfaction

by The Empowered Investor | Aug 7, 2023

Retirement has the potential to be the happiest phase of one’s life. Learn how retirees can uncover their unique paths to a gratifying and purposeful retirement.

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Recent Posts

Winning Investing & Planning Principles: Putting It All Together
Investment Principal #4: Maximize Returns with Key Investment Factors
Investment Principal #3: Using Passive/Index Funds or ETFs
Investment Principal #2: Diversify Your Asset Classes
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Recent Podcasts

17 Lessons for Canadian Investors with Nicolas Bérubé
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Entrepreneurship Through Acquisition with Marc Deegan

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