The Empowered Investor
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Stock Market Performance: You Chase – You Lose!
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!
War, Conflict & Long-term Investing
When we're facing major geopolitical events, war, health crises, or a recession, many investors' immediate reaction is that we've never seen something like this before. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
The Wheel of Wellness: 7 Habits of Healthy, Happy People
Heather Martin talks about The Wheel of Wellness, changing public perception of wellness, the role of genetics versus lifestyle, and how to find your purpose.
Retirement and the 4% Safe Withdrawal Rule
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.
2021 Year in Review
2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the pandemic.
Maximizing Life Satisfaction and Happiness with Author Andrew Hallam
In this episode, Keith, Marcelo, and renowned author Andrew Hallam discusses real success: how to spend for happiness, how to invest effectively, how to boost life satisfaction and enhance longevity.
Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
An Investor Guide to Inflation
In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!
Custodian Services & Independent Portfolio Management Firms
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 Matthews has identified from his work with PM firms across the country, succession planning in PM firms, and so much more!
Death & Taxes: What you need to know.
Discover essential insights on navigating the complexities of death & taxes: executor roles, legal and financial planning importance, will implications, post-death investment handling, and estate winding-up delays.
Tax Planning for Medical Professionals with Riccardo Zerbino
Today we discuss the unique considerations doctors have when planning their finances - early career challenges, what to do about student loan debt, whether they benefit from forming a corporation, the advantages of RSPs and IPPS, and what doctors need to think about when it comes to retirement planning.
Delta variant & investor implications
Explore investor strategies amid the Delta variant's impact. Expert insights on navigating market volatility and securing financial resilience
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