Transcript: How to Start Saving and Investing
Two young Canadians share how they started saving and investing early. Learn practical tips to help the next generation build smart financial habits and long-term wealth.
Transcript: Maximizing Life Satisfaction and Happiness
Discover how financial planning can enhance life satisfaction. Canadian author Andrew Hallam shares research-backed insights on wealth, purpose, and happiness.
Transcript: Global Investors, Shared Values
In this episode of The Empowered Investor, we explore the shared values that unite global investors and why truly independent, client-first advice is more important than ever.
Transcript: 2021 Year in Review
Get expert insights on 2021 market trends, asset class returns, IPO performance, inflation, and investor behavior. Learn how Canadian investors can avoid hype and stay invested with discipline.
Transcript: The 4% Safe Withdrawal Rule
Is the 4% rule still relevant? Discover how Canadian investors can approach retirement withdrawals with evidence-based strategies, personalized planning, and flexible guardrails.
Transcript: The Wheel of Wellness
Discover the 7 habits of wellness that support long-term financial and personal success. Learn how mindset, routines, and balance contribute to smarter investing and better decision-making.
Transcript: War, Conflict & Long-term Investing
How should Canadian investors respond to war and global conflict? Discover evidence-based strategies to stay disciplined, avoid panic, and protect your long-term investment plan.
Transcript: Stock Market Performance, You Chase – You Lose!
Discover why chasing hot stocks and trends can hurt your portfolio. Learn how evidence-based investing and diversification protect Canadian investors from costly performance-chasing mistakes.
Transcript: Your CPP/QPP & OAS Benefits
Explore when to take CPP/QPP and OAS, how survivor and disability benefits work, and smart strategies to maximize your government retirement income. Tailored for Canadian investors.
Transcript: The Ins and Outs of Preparing Your 2021 Tax Returns
Discover expert tax tips, learn how to maximize RRSPs, avoid penalties, and optimize family, home, and investment tax strategies in Canada.
Transcript: RESP 101: What Every Empowered Parent Needs to Know
Learn how Canadian families can maximize RESP benefits with expert tips on contributions, government grants, tax-free growth, and strategic withdrawals.
Transcript: Market Volatility and Trump’s Tariff Wars
Discover how Trump’s tariffs sparked market volatility and what it means for investors. Learn strategies to stay invested, avoid mistakes, and navigate uncertainty with confidence.