Shows / The Empowered Investor
The Empowered Investor
If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at…
Episodes
The Empowered InvestorFee only, advice only financial planning with Steve Bridge
Advice-Only Planning, Explained In this episode, Keith Matthews sits down with Steve Bridge, advice-only financial planner at Money Coaches Canada, for a…
The Empowered InvestorDownsizing Without the Rush & Stress: Why Starting Two Years Early Changes Everything
Avoiding the Rush Trap: A Smarter Path to Downsizing In this episode, Marcelo Taboada sits down with Scott Broady of the Broady Windsor Group for a engaging…
The Empowered InvestorCRM3 Explained: What Canadian Investors Need to Know Before 2027
About This Episode CRM3 is the next major evolution in investment cost transparency and it arrives on Canadian investment statements in early 2027. In this…
The Empowered InvestorFiduciary vs. Suitability: What Every Canadian Investor Needs to Know
About This Episode In this episode, Keith Matthews sits down with TMA's Chief Compliance Officer and Director of Operations, Michael Baldoni, for an important…
The Empowered InvestorPhilanthropy & Tax Planning with Flow-Through Shares
About This Episode In this episode, Ruben Antoine sits down with Albert Labelle, partner at PearTree Canada, to close out the three-part series on charitable…
The Empowered Investor2026 Mid-Year Investment Review
Geopolitical tension, market volatility, and remarkable investment returns. In this episode, Keith Matthews and Lawrence Greenberg sit down for a mid-year…
The Empowered InvestorYour Money, Your Legacy: How Donor Advised Funds Work
The Donor Advised Fund Playbook In this episode, Lawrence Greenberg continues the three-part series on charitable giving in Canada with Part Two: Donor Advised…
The Empowered InvestorGive More, Keep More: How to Maximize Your Charitable Impact in Canada
Donations 101: A Canadian Guide to Tax-Smart Charitable Giving In this episode, Lawrence Greenberg and Jackson Matthews kick off a three-part series on…
The Empowered InvestorHow to Manage the Financial and Emotional Reality of Aging Parents
In this episode of the Empowered Investor Podcast, Marcelo Taboada sits down with financial journalist and CFP professional Beth Pinsker to discuss one of the…
The Empowered InvestorRun Your Business with Clarity: Operating Systems with Shelby Hacala
In this episode, Keith Matthews sits down with Shelby Hacala, Co-Founder of BOS360, to break down how business operating systems can transform the way…
The Empowered InvestorStop Overthinking, Start Investing: A Guide for Young Canadians in their 20's and 30's
In this episode, Lawrence Greenberg and Jackson Matthews break down how young Canadians in their 20's and 30's should approach investing and building a strong…
The Empowered InvestorNicolas Bérubé: 17 Lessons for Canadian Investors
In this episode, Marcelo Taboada sits down with Nicolas Bérubé to discuss his latest book L’art de multiplier son argent : 17 leçons pour réussir en bourse…
The Empowered InvestorStaying the Course: Investing Through War & Uncertainty
In this episode, Keith Matthews and Jackson Matthews take a step back to help investors make sense of market volatility during periods of geopolitical tension…
The Empowered InvestorTax Time Made Simple: Your 2025 Canadian Filing Guide
In this episode of The Empowered Investor Podcast, Keith Matthews and Andrea LeRoyer break down how to approach tax season with clarity and structure. From key…
The Empowered InvestorShould I Buy Gold? Returns, Risks & Portfolio Strategy
What’s behind the recent surge in gold prices and should you reconsider gold as part of your investment portfolio? Is gold truly a safe haven, or is it riskier…
The Empowered InvestorEntrepreneurship Through Acquisition with Expert Marc Deegan
Entrepreneurship through Acquisition: Buying and Selling Canadian Small Businesses In episode, Keith Matthews welcomes Marc Deegan, founder of R33 Ventures and…
The Empowered Investor2025 Market Recap & 2026 Outlook
Key Financial Trends of 2025 In this episode, Keith Matthews and Lawrence Greenberg reflect on an extraordinary investment year and what it means for…
The Empowered InvestorHuman Capital - 5 Guiding Career Principles with Mark Halloran
Why Human Capital Is Your Most Important Investment: In this episode, host Keith Matthews is joined by Mark Halloran, Co-Founder of Career Lion and expert in…
The Empowered InvestorDon't let Your Advisor's Retirement Disrupt Yours
What happens if your financial advisor retires? Can you be confident your investments and retirement plan will stay on track? Why do so few advisors plan…
The Empowered InvestorHow to Calculate your Retirement Spending
How much money do you really need for retirement? Is your current plan actually aligned with your future spending habits, or are you at risk of falling short?…
The Empowered InvestorThe Index Investing Revolution: Lessons from “Tune out the Noise”
Join host Keith Matthews and co-host Marcelo Taboada as they take a fascinating deep dive into the origins and rise of index funds, inspired by the documentary…
The Empowered InvestorCanadian Wealth Management Is Changing: 4 Trends Investors Can’t Ignore
What global trends are reshaping the way Canadians invest and plan for their financial future? How can you avoid paying unnecessary fees and take advantage of…
The Empowered InvestorCanadian Retirement: Myths, Realities, and Smart Planning Strategies
What does a “comfortable” retirement look like today, and how much do you actually need to fund it? Are you underestimating your spending levels, or…
The Empowered Investor2025 Mid-Year Investment Review
Mid-Year Review 2025: Markets Weather Geopolitical Storms: In this episode, Keith Matthews and Marcelo Taboada dive into the first half of 2025, unpacking a…
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Global Investors, Shared Values: A Conversation with David Andrew
Host Keith Matthews welcomes David Andrew, founder of Capital Partners in Australia, for a discussion on global trends in independent advice and wealth…
The Empowered InvestorRESP 101: What Every Empowered Parent Needs to Know
What exactly is an RESP and how can it be used to fund your child’s post-secondary education? What are the key rules around contributions, grants, and…
The Empowered InvestorPersonal Finance with La Presse’s Acclaimed Nicolas Bérubé
What role do expectations and consumer culture play in shaping our financial well-being? How can we make smarter, long-term decisions that align with a…
The Empowered InvestorMarket Volatility and Trump's Tariff Wars
What sparked the most dramatic stock market volatility in recent memory? Why did tariffs suddenly become the centerpiece of U.S. economic policy? How should…
The Empowered InvestorEssential Tax Tips to Complete your 2024 Tax Returns
Are you ready for tax season? Do you know the key deadlines and the essential documents you need to file your 2024 tax return? Have you explored all the…
The Empowered InvestorChasing Trends, Losing Wealth: The Tactical Allocation Trap
Have you ever wondered if moving your portfolio allocations around can lead to better returns? To help answer this question, one just needs to look at how…
The Empowered InvestorDoes Money Buy Happiness? With guest Daniel Crosby
What role does psychology play in financial decision-making? How can behavioral biases influence your investment success? And what does it truly mean to find…
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US-Canada Tariffs, Trade & Investor Impact
What happens when unexpected tariffs are imposed on a country? How do they impact businesses, consumers, and the economy at large? And most importantly, what…
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Maximize your Savings with the Right Investment Accounts in 2025
In this episode, Lawrence Greenberg and Jackson Matthews provide a comprehensive guide to the various types of investment accounts available to Canadians. From…
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2024 Financial Year in Review and Looking Ahead for 2025
What were the key financial trends that shaped 2024? How did the markets perform across various asset classes? And what can investors learn from a decade of…
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Breaking into the Canadian Real Estate Market
Have you ever wondered how to break into the challenging housing market as a first-time homebuyer? What strategies can help you secure your first property when…
The Empowered InvestorThematic Investing: Investment Goldmine or Pitfall?
Have you ever wondered if investing in emerging trends, like AI or green energy, could give you an edge? Are thematic investments a smart choice for long-term…
The Empowered InvestorShould you trade on the US Election?
Do presidential elections determine the stock market's performance? Is there a difference in returns between Republican and Democrat administrations? In…
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The RDSP Explained: Securing a Financial Future for Canadians with Disabilities
Are you or a loved one facing the challenges of long-term financial planning with a disability? Wondering how to secure a stable future while navigating…
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Maximizing Disability Tax Credit: Key Insights for Canadians
Have you ever wondered how the Disability Tax Credit (DTC) can assist Canadians with disabilities and their families? What are the challenges involved in…
The Empowered InvestorNavigating Market Volatility and the Lessons from Intel
How should investors react to recent market volatility? What are the lessons from Intel's rise and fall that modern investors can learn from? Is…
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2024 Mid-Year Investment Review
Mid-year review - inflation down, stocks and bonds up: In this episode Keith and Lawrence delve into the 2024 mid-year review, providing a comprehensive…
The Empowered InvestorExpert Strategies & Insights for Preparing to Sell your Business
Are you thinking about selling your business but unsure where to start? Wondering how to maximize its value and attract the right buyers? How can you structure…
The Empowered InvestorEssential Financial Strategies for Entrepreneurs with Uros Milekic, CPA
How can entrepreneurs effectively plan and accumulate wealth? What role do holding companies and the capital dividend account play? Join host Marcelo Taboada…
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Raising Money-Smart Kids is the Wisest Investment with Guest Robin Taub, CPA, CA
As parents, we all want to set our kids up for financial success. But how do you teach them about money in a way that sticks? In our latest episode, Marcelo…
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Happy Birthday! The Mutual Fund Structure Turns 100
Join us as we celebrate 100 years of mutual fund history, reflecting on how they've helped shape investor access to the markets. Keith and Marcelo discuss the…
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2024 Federal Budget – implications of the proposed capital gains inclusion rate increases with guest Gerry Theus CPA, LL.M (Tax)
Are you wondering how the proposed 2024 Federal Budget changes might affect your investments? Curious about the implications of the increased capital gains…
- The Empowered Investor
A simple, effective & stress-free way to invest in the stock market with guest Nicolas Bérubé
Wondering how you can simplify your investment strategy without sacrificing returns? How does a straightforward approach to investing lead to financial…
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Beyond Borders: Tax implications for Non-Resident Canadians.
Have you ever wondered what happens to your tax obligations when you leave Canada to become a non-resident? What about the complexities of owning property in…
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How Much is Financial Advice Worth?
Can you quantify the value of financial advice? How does an advisor enhance your investment returns? What role does behavioral coaching play in your financial…
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2023 Financial Year in Review and Looking Ahead for 2024
How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us…
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Book Review: Same as Ever, by Morgan Housel
Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can…
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An economic soft-landing? Yes, no, maybe...
Curious about what a "soft landing" in the economy means? Is the United States on the brink of achieving one amidst current economic challenges? Interested in…
- The Empowered Investor
The Dividend Trap: How Seeking Stability Might Limit Your Returns
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment…
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International Diversification Part 2: Not so crazy
In this episode, we continue our in-depth look at international diversification strategies for Canadians. Building on last week’s conversation, today we ask…
- The Empowered Investor
Why Global Diversification is Good for Canadian Investors
In today's episode, we highlight the benefits of global diversification for Canadian investors. We highlight actionable strategies for Canadians looking to…
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Enemy #1 in Investing…Your Brain!
Behavioural Biases and Investment Decisions Have you ever found yourself blindly following the crowd, even when deep down you knew it wasn’t the right…
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TMA Book Review: Psychology of Money by Morgan Housel
Improves decision making for all investors. Have you ever wondered whether your financial decisions align with your future goals? Do our emotions play a…
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Lifestyle Creep: The Silent Threat to Your Retirement Plans
Lifestyle creep—a subtle increase in expenses as income grows—can have a substantial impact on your financial future. It is a subtle yet powerful force that…
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Inspired Retirement – Maximizing retirement satisfaction with guest Susan Hogan
Today, we delve into the art of crafting a rewarding retirement with Susan Hogan, an expert coach specializing in the non-financial aspects of retirement…
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Mid-year investment review: inflation down, resilient economy, stocks up!
Mid-year review - inflation down, resilient economy, stocks up: As of now, recession concerns haven't materialized as many had predicted six months to one year…