『The Empowered Investor』のカバーアート

The Empowered Investor

The Empowered Investor

著者： Keith Matthews
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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 Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.comCopyright 2026 Keith Matthews マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • Stop Overthinking, Start Investing: A Guide for Young Canadians in their 20's and 30's

    Stop Overthinking, Start Investing: A Guide for Young Canadians in their 20's and 30's
    2026/04/22

    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 financial foundation.

    They walk through the biggest challenges beginners face, from information overload to the fear of making mistakes, and explain how to simplify the process. The conversation covers the different ways to start investing, whether through traditional banks, robo-advisors, or DIY platforms, and how to choose the right approach based on your level of involvement.

    They also explain how to prioritize accounts like the FHSA, TFSA, and RRSP, and why understanding their tax advantages can significantly impact long-term wealth. Beyond that, they highlight the importance of diversification, avoiding stock picking, and keeping fees low.

    Throughout the episode, the focus remains on building good habits early, staying disciplined, and letting time and compounding do the heavy lifting.

    Key points from the episode:
    • Why young investors struggle to get started (01:29)
    • Investment options: banks, robo-advisors, and DIY platforms (02:12)
    • How robo-advisors like Wealthsimple simplify investing (03:00)
    • DIY investing and the role of ETFs (04:00)
    • Introduction to the FHSA and how it works (06:28)
    • Why the FHSA is a powerful “hybrid” account (06:38)
    • Understanding the TFSA and its flexibility (08:39)
    • Long-term power of tax-free growth in a TFSA (10:02)
    • How RRSP contribution room works (11:16)
    • Tax benefits and income optimization with RRSPs (12:38)
    • Employer matching and why it’s free money (13:29)
    • When to use a non-registered account (16:05)
    • Why stock picking underperforms the market (18:15)
    • What the SPIVA report reveals about active management (19:22)
    • The power of starting early and compounding (21:46)
    • How fees impact long-term returns (24:04)
    • Final takeaway: build habits, stay disciplined, and think long term (25:59)

    Thanks for Listening!

    Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.

    Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!

    Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
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    28 分
  • Nicolas Bérubé: 17 Lessons for Canadian Investors

    Nicolas Bérubé: 17 Lessons for Canadian Investors
    2026/04/09
    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 Art of Multiplying Your Money: 17 Lessons for Success in the Stock Market). Together, they break down the key lessons every investor should understand to build long-term success in the stock market.Nicolas brings deep expertise in wealth management and financial planning, with a strong focus on helping families make thoughtful, long-term decisions. He is also the author of three books and a regular personal finance columnist for La Presse, where he shares practical insights with a broad audience. His work has been published in multiple languages (primarily French and English), reflecting his broad reach with readers interested in practical personal finance.Known for his disciplined approach and ability to simplify complex financial concepts, Nicolas has built a reputation for delivering clear, client-centered advice that aligns strategy with real-world goals.Overall, this episode is a reminder that successful investing is not about complexity, but about consistency and avoiding common mistakes.Key points:Introduction to Nicolas Bérubé and his book (00:40)Why he wrote L’art de multiplier son argent : 17 leçons pour réussir en bourse (05:56)The main lessons behind the book (05:30)Market timing and common investing myths (22:54)Why starting early makes a difference (23:49)The importance of diversification (04:00)ETFs and building a simple portfolio (04:00)Investor psychology and behavioral biases (04:00)Why beating the market is so difficult (12:14)The impact of fees on returns (36:13)Dividend investing explained (37:25)Risks of chasing popular sectors (47:58)Why “boring” companies often outperform (49:44)The role of bonds in a portfolio (43:31)Final takeaway: discipline and simplicity win long term (50:30)Mentioned in this episode:One Hundred Years in the U.S. Stock MarketsL’Investisseur Transforme podcastNicolas Berube weekly article in LaPresseBook: Les millionnaires ne sont pas ceux que vous croyez, Nicolas BérubéBook: De zéro à millionaire: investir en bourse sans souffrir, Nicolas BérubéBook: Millionaire Next Door, Thomas J. Stanley Ph.D., William D. Danko Ph.DBook: Zero to Millionaire. A simple, effective and stress-free way to invest in the stock market, Nicolas Bérubé Book: L'art de multiplier son argent: 17 leçons pour réussir en bourse, Nicolas BérubéBook: Die with Zero, Bill PerkinsThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
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    1 時間 8 分
  • Staying the Course: Investing Through War & Uncertainty

    Staying the Course: Investing Through War & Uncertainty
    2026/03/24

    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, focusing on the current situation in the Middle East. They walk through what has been happening in the markets so far in 2026, starting with a strong beginning to the year followed by a noticeable pullback as uncertainty increased.

    They explain how disruptions in oil supply are influencing inflation expectations and why this matters for interest rates, stock valuations, and the broader economy. By putting today’s events into historical context, they show that while every conflict feels unique in the moment, markets have consistently demonstrated resilience over time.

    The conversation also challenges the instinct to react or make sudden portfolio changes during uncertain periods. Through real data and long-term evidence, they highlight how trying to time the market often leads to weaker results, especially when investors miss key recovery days. Instead, the focus remains on maintaining discipline, staying invested, and following a clear long-term plan.

    Overall, this episode is a reminder that while short-term uncertainty is unavoidable, long-term success in investing comes from consistency, diversification, and the ability to stay grounded when markets become volatile.

    Key points:
    1. Introduction to the episode and Jackson Matthews’ role at the firm. (00:38)
    2. Overview of recent geopolitical conflicts and their impact on investors. (01:46)
    3. Market performance in early 2026: strong start followed by correction. (03:25)
    4. Peak-to-trough declines across major global indices. (05:00)
    5. Why markets are reacting: oil supply shocks and inflation fears. (06:27)
    6. The strategic importance of the Strait of Hormuz and global oil flow. (06:50)
    7. Inflation implications and potential central bank responses. (09:17)
    8. Risk of stagflation and economic slowdown scenarios. (10:27)
    9. Economist expectations: recession probabilities and inflation outlook. (11:00)
    10. Historical analysis of 19 military conflicts and market performance. (12:24)
    11. Average market returns and drawdowns following geopolitical events. (13:00)
    12. Why markets tend to recover despite uncertainty and conflict. (14:02)
    13. The myth of timing the market during crises. (15:59)
    14. Evidence against tactical asset allocation strategies. (17:13)
    15. The impact of missing the best days in the market. (20:32)
    16. Importance of staying invested during volatile periods. (22:11)
    17. Long-term investing discipline and portfolio strategy. (23:34)
    18. Final takeaway: control behavior, stay diversified, and think long-term. (24:08)

    Thanks for Listening!

    Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.

    Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!

    Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
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    26 分
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