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Transcript: 15 Questions to Ask a Financial Advisor

by Tulett, Matthews & Associates | Jul 24, 2024

Discover essential questions to ask when choosing a financial advisor. Ensure you get the right guidance, expertise, and service for your financial needs

Transcript: Managing Your Investment Portfolio Through a Recession

by Tulett, Matthews & Associates | Jul 24, 2024

Learn to manage your investment portfolio through a recession. Get insights on strategies, historical lessons, and expert advice for economic downturns.

Transcript: Retirement Planning: Understanding your RRIF Options

by Tulett, Matthews & Associates | Jul 24, 2024

Understand your RRIF options, RRSP conversion, RRIF withdrawals, and estate considerations to optimize your retirement strategy

Transcript: Teaching Kids About Money with Will Rainey

by Tulett, Matthews & Associates | Jul 23, 2024

Learn effective strategies for teaching kids about money with Will Rainey. Discover how to instill good financial habits early for a secure future.

Transcript: Are rising interest rates a curse or a blessing?

by Tulett, Matthews & Associates | Jul 23, 2024

Explore whether rising interest rates are a curse or a blessing. Understand their impact on bond investors, borrowing costs, and long-term financial strategies.

Transcript: 2022 Financial Year in Review

by Tulett, Matthews & Associates | Jul 23, 2024

Review the 2022 financial year and explore 2023 market predictions. Understand key investment trends, market performance, and strategies for the upcoming year

Transcript: Should you Die with Zero

by Tulett, Matthews & Associates | Jul 23, 2024

Maximize life experiences and optimize resources with ‘Die with Zero.’ Achieve fulfillment through smart financial planning

Transcript: Building Confidence Through Annual Review Meetings

by Tulett, Matthews & Associates | Jul 23, 2024

Build confidence in your financial future through annual review meetings. Learn how to set goals, track progress, and ensure you’re on the right path

Transcript: Protect Your Money from Scams and Fraud

by Tulett, Matthews & Associates | Jul 23, 2024

Learn how to protect your money from scams and fraud. Get expert advice on recognizing Ponzi schemes and safeguarding your investments

Transcript: 2022 Expert Tax Tips

by Tulett, Matthews & Associates | Jul 23, 2024

Debunk tax myths with expert Hugh Campbell. Learn accurate tax return tips and avoid penalties for underreporting.

Transcript: Debunking 8 common myths and misunderstandings about taxes

by Tulett, Matthews & Associates | Jul 23, 2024

Counter bad tax advice during tax season with expert Réginald Pierre-Louis. Bust tax myths, ensure accurate returns, and avoid penalties for underreporting.

Transcript: Navigating mortgages and high interest rates

by Tulett, Matthews & Associates | Jul 23, 2024

Navigate mortgages and high interest rates with specialist Morgan Englebretsen. Get expert advice on finding the best mortgage strategy for your needs.

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