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Personal Finance with La Presse’s Acclaimed Nicolas Bérubé

Personal Finance with La Presse’s Acclaimed Nicolas Bérubé

by Tulett, Matthews & Associates | Apr 22, 2025

Discover powerful personal finance tips with journalist Nicolas Bérubé as he shares proven strategies on mindful spending, gratitude, and wealth-building to help secure your financial future.

Chasing Trends, Losing Wealth: The Tactical Allocation Trap

Chasing Trends, Losing Wealth: The Tactical Allocation Trap

by Tulett, Matthews & Associates | Feb 27, 2025

Can tactical allocation boost returns? This episode breaks down Morningstar’s latest research on market timing, risks, and why long-term investing may be the smarter move.

Does Money Buy Happiness?

Does Money Buy Happiness?

by Tulett, Matthews & Associates | Feb 18, 2025

Today we are joined by Dr. Daniel Crosby to discuss behavioral finance, the psychology of money, and insights from his book The Soul of Wealth. Explore the link between wealth and happiness!

Maximize your Savings with the Right Investment Accounts in 2025

Maximize your Savings with the Right Investment Accounts in 2025

by Tulett, Matthews & Associates | Jan 22, 2025

Make the most of your savings in 2025 with practical advice on TFSAs, RRSPs, RESPs, and more. Uncover benefits, clear up misconceptions, and gain strategies to take control of your financial future.

Maximize your Savings with the Right Investment Accounts in 2025

The RDSP: Securing a Financial Future for Canadians with Disabilities

by Tulett, Matthews & Associates | Sep 9, 2024

Learn how the Registered Disability Savings Plan (RDSP) can help secure a financial future for Canadians with disabilities by maximizing government grants, bonds, and tax-deferred growth.

Maximizing the Disability Tax Credit: Key Insights for Canadians

Maximizing the Disability Tax Credit: Key Insights for Canadians

by Tulett, Matthews & Associates | Aug 28, 2024

Explore the Disability Tax Credit and learn how this underutilized benefit can support Canadians with disabilities and their families. Discover eligibility, application tips, and more.

Expert Strategies and Insights for Preparing to Sell your Business

Expert Strategies and Insights for Preparing to Sell your Business

by Tulett, Matthews & Associates | Jun 26, 2024

Are you thinking about selling your business but unsure where to start? Wondering how to maximize its value and attract the right buyers? This episode offers invaluable insights to help you navigate the complex selling process and secure your financial future.

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.

2024 Federal Budget: Capital Gains Inclusion Rate Impact

2024 Federal Budget: Capital Gains Inclusion Rate Impact

by Tulett, Matthews & Associates | Apr 25, 2024

How will the proposed 2024 Federal Budget changes affect your investments? We explore the nuances of the proposed capital gains inclusion rate increases, highlight the direct impacts on various investment structures, and unravel strategies to optimize financial outcomes under these new regulations.

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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Winning Investing & Planning Principles: Putting It All Together
Investment Principal #4: Maximize Returns with Key Investment Factors
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