The Empowered Investor
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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
Understanding Robo-Advisors – Pros, Cons & Dilemmas
Discover the efficiency and benefits of robo-advisors on this episode. Explore how technology shapes modern wealth management strategies.
Voluntary Disclosures: You can run but you can’t hide
Explore the nuances of voluntary disclosures in financial planning on this episode of The Empowered Investor Podcast. Gain insights into tax strategies and regulatory compliance today!
Net Worth Boom and Inflation
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
Family & Money with Family Legacy Guide Steve Legler
Join Steve Legler as he shares insights on Family & Money: preserving family wealth and crafting legacies that withstand generations.
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