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Tulett Matthews & Associates Inc.
Canada
Приєднався 26 тра 2016
Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals. We are an independent firm dedicated to providing you with the unbiased advice to meet all your financial needs. Our consultative approach aligns our ongoing expert advice and recommendations with your unique financial situation and priorities.
Breaking into the Canadian Real Estate Market | The Empowered Investor
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 affordability seems out of reach? How can creative financing and renovation techniques transform your homeownership experience?
In today’s episode, Keith Matthews and real estate expert Sean Broady from the Broady Windsor Group share insights on navigating today’s real estate landscape. From practical home-buying tips to financing strategies, Sean offers an optimistic perspective on how anyone can enter the market with the right approach.
Join us as we explore real-world stories, strategies for saving, and actionable tips for first-time buyers and their families. This episode is essential listening for anyone considering homeownership or supporting loved ones on their home-buying journey.
Thank you for tuning in!
Key Topics:
Introduction to home-buying challenges (00:00:10)
The evolving profile of first-time homebuyers (00:07:12)
What to look for in a starter home (00:09:45)
Renovation strategies that add the most value (00:10:35)
When to buy: timing and market cycles (00:15:45)
Innovative home-buying approaches (00:17:15)
Partnering with friends or family for homeownership (00:18:33)
Financing options and government programs (00:31:15)
Vendor financing explained (00:38:04)
Creative ways to save for a down payment (00:34:22)
Managing homeownership costs and risks (00:33:45)
How long to stay in a first home before upgrading (00:42:20)
Real estate as a side hustle for wealth building (00:45:10)
Key takeaways for first-time buyers and families (00:47:25)
And so much more!
Mentioned in this Episode:
Tulett, Matthews & Associates (www.tma-invest.com/)
Broady Windsor Group (broadywindsor.com/en/home)
Thanks for Listening!
Be sure to subscribe on Apple (podcasts.apple.com/us/podcast/the-empowered-investor/id1508663970), Google (podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vdGhlLWVtcG93ZXJlZC1pbnZlc3Rvci8), Spotify (open.spotify.com/show/1mBnYMtqkbGqP2xyEThAUc), or wherever you get your podcasts. And 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 on LinkedIn (www.linkedin.com/company/tulett-matthews-&-associates-inc/), Facebook ( TulettMatthewsAssociates/), and more!
Follow The Empowered Investor on Facebook ( theempoweredinvestor/), LinkedIn (www.linkedin.com/company/theempoweredinvestor/), and Instagram ( theempoweredinvestor)
Episode link: play.headliner.app/episode/24585435?
(video made with www.headliner.app)
In today’s episode, Keith Matthews and real estate expert Sean Broady from the Broady Windsor Group share insights on navigating today’s real estate landscape. From practical home-buying tips to financing strategies, Sean offers an optimistic perspective on how anyone can enter the market with the right approach.
Join us as we explore real-world stories, strategies for saving, and actionable tips for first-time buyers and their families. This episode is essential listening for anyone considering homeownership or supporting loved ones on their home-buying journey.
Thank you for tuning in!
Key Topics:
Introduction to home-buying challenges (00:00:10)
The evolving profile of first-time homebuyers (00:07:12)
What to look for in a starter home (00:09:45)
Renovation strategies that add the most value (00:10:35)
When to buy: timing and market cycles (00:15:45)
Innovative home-buying approaches (00:17:15)
Partnering with friends or family for homeownership (00:18:33)
Financing options and government programs (00:31:15)
Vendor financing explained (00:38:04)
Creative ways to save for a down payment (00:34:22)
Managing homeownership costs and risks (00:33:45)
How long to stay in a first home before upgrading (00:42:20)
Real estate as a side hustle for wealth building (00:45:10)
Key takeaways for first-time buyers and families (00:47:25)
And so much more!
Mentioned in this Episode:
Tulett, Matthews & Associates (www.tma-invest.com/)
Broady Windsor Group (broadywindsor.com/en/home)
Thanks for Listening!
Be sure to subscribe on Apple (podcasts.apple.com/us/podcast/the-empowered-investor/id1508663970), Google (podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vdGhlLWVtcG93ZXJlZC1pbnZlc3Rvci8), Spotify (open.spotify.com/show/1mBnYMtqkbGqP2xyEThAUc), or wherever you get your podcasts. And 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 on LinkedIn (www.linkedin.com/company/tulett-matthews-&-associates-inc/), Facebook ( TulettMatthewsAssociates/), and more!
Follow The Empowered Investor on Facebook ( theempoweredinvestor/), LinkedIn (www.linkedin.com/company/theempoweredinvestor/), and Instagram ( theempoweredinvestor)
Episode link: play.headliner.app/episode/24585435?
(video made with www.headliner.app)
Переглядів: 15
Відео
Thematic Investing: Investment Goldmine or Pitfall? | The Empowered Investor
Переглядів 172 місяці тому
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 success? What are the potential pitfalls, and how can investors avoid them? In this episode, we explore these questions and more. Keith Matthews and Marcelo Taboada examine the appeal of thematic investing, looking at why it draws investo...
Should you trade on the US Election? | The Empowered Investor
Переглядів 242 місяці тому
Do presidential elections determine the stock market's performance? Is there a difference in returns between Republican and Democrat administrations? In today’s episode, Marcelo Taboada and Jackson Matthews break down the data from past elections and examine the long-term impact-or lack thereof-of political events on the stock market. How does human ingenuity shape market outcomes, and what les...
The RDSP Explained: Securing a Financial Future for Canadians with Disabilities | The Empowered...
Переглядів 1373 місяці тому
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 government benefits? The Registered Disability Savings Plan (RDSP) could be the answer you’re looking for. Hosts Lawrence Greenberg and Jackson Matthews break down the complexities of the RDSP, explaining how it offers significant government su...
Maximizing Disability Tax Credit: Key Insights for Canadians | The Empowered Investor
Переглядів 144 місяці тому
Have you ever wondered how the Disability Tax Credit (DTC) can assist Canadians with disabilities and their families? What are the challenges involved in applying for this underutilized credit? How can one effectively navigate the application process to maximize benefits? These and more questions will be explored in today’s episode. Host Lawrence Greenberg sits down with Christine Brunsden, CEO...
Navigating Market Volatility and the Lessons from Intel | The Empowered Investor
Переглядів 94 місяці тому
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 diversification really the key to long-term success? In this episode, Keith and Lawrence dive into the recent bouts of market volatility and share their thoughts on how you can maintain your composure during these turbulent times. They also delve into ...
2024 Mid-Year Investment Review | The Empowered Investor
Переглядів 195 місяців тому
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 overview of year-to-date asset class returns. They elaborate on the strong performance of various asset classes, particularly emphasizing how technology stocks like NVIDIA have propelled the S&P 500's gains. But they remind us of the importance...
Expert Strategies & Insights for Preparing to Sell your Business | The Empowered Investor
Переглядів 66 місяців тому
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 your finances to maximize the value of your business? Tune in as host Keith Matthews and guest Uros Milekic (www.linkedin.com/in/urosmilekic/?originalSubdomain=ca), partner at BDO Canada (www.bdo.ca/), explore the critical strategies for...
Essential Financial Strategies for Entrepreneurs with Uros Milekic, CPA | The Empowered Investor
Переглядів 186 місяців тому
How can entrepreneurs effectively plan and accumulate wealth? What role do holding companies and the capital dividend account play? Join host Marcelo Taboada and Uros Milekic (www.linkedin.com/in/urosmilekic/) from BDO Canada (www.bdo.ca/) as they dive into key financial strategies for entrepreneurs. Learn how to optimize tax savings, protect assets, and set up holding companies for legal and t...
Essential Financial Strategies for Entrepreneurs with Uros Milekic, CPA
Переглядів 106 місяців тому
How can entrepreneurs effectively plan and accumulate wealth? What role do holding companies and the capital dividend account play? Join host Marcelo Taboada and Uros Milekic (www.linkedin.com/in/urosmilekic/) from BDO Canada (www.bdo.ca/) as they dive into key financial strategies for entrepreneurs. Learn how to optimize tax savings, protect assets, and set up holding companies for legal and t...
Raising Money-Smart Kids is the Wisest Investment with Guest Robin Taub, CPA, CA
Переглядів 147 місяців тому
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 speaks with Robin Taub (www.thewisestinvestment.com/) , CPA and author of "The Wisest Investment (www.thewisestinvestment.com/theempoweredinvestor) ," to get her expert advice on instilling money smarts from an early age. Robin Taub is the ...
Happy Birthday! The Mutual Fund Structure Turns 100
Переглядів 148 місяців тому
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 journey of mutual funds (MF) from a niche product created in 1924 to a mainstay in the investment world, examining both the benefits and challenges they present for today's investors. They highlight mutual funds' ability to provide divers...
2024 Federal Budget - implications of the proposed capital gains inclusion rate increases with gu...
Переглядів 188 місяців тому
Are you wondering how the proposed 2024 Federal Budget changes might affect your investments? Curious about the implications of the increased capital gains inclusion rates? Want to know the key considerations for financial planning in light of these changes? Today's episode dives deep into these questions and more. Today, Keith is joined by Gerry Theus, a seasoned tax expert, to explore the nua...
A simple, effective & stress-free way to invest in the stock market with guest Nicolas Bérubé
Переглядів 978 місяців тому
Wondering how you can simplify your investment strategy without sacrificing returns? How does a straightforward approach to investing lead to financial security? Discover the answers in this episode as we discuss the principles of index investing and the power of keeping it simple. Keith Matthews is joined by Nicolas Bérubé, an award-winning financial journalist and author (of From Zero to Mill...
Beyond Borders: Tax implications for Non-Resident Canadians.
Переглядів 228 місяців тому
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 Canada while living abroad? Are you aware of the intricate tax implications involved in these scenarios? In today’s episode, Marcelo Taboada speaks with Julie Cote from Chaise Bleu. With her extensive experience in taxation and specializin...
2023 Financial Year in Review and Looking Ahead for 2024
8 місяців тому
2023 Financial Year in Review and Looking Ahead for 2024
Book Review: Same as Ever, by Morgan Housel
Переглядів 128 місяців тому
Book Review: Same as Ever, by Morgan Housel
An economic soft-landing? Yes, no, maybe...
Переглядів 48 місяців тому
An economic soft-landing? Yes, no, maybe...
The Dividend Trap: How Seeking Stability Might Limit Your Returns
Переглядів 68 місяців тому
The Dividend Trap: How Seeking Stability Might Limit Your Returns
International Diversification Part 2: Not so crazy
Переглядів 58 місяців тому
International Diversification Part 2: Not so crazy
Why Global Diversification is Good for Canadian Investors
Переглядів 38 місяців тому
Why Global Diversification is Good for Canadian Investors
TMA Book Review: Psychology of Money by Morgan Housel
Переглядів 18 місяців тому
TMA Book Review: Psychology of Money by Morgan Housel
Lifestyle Creep: The Silent Threat to Your Retirement Plans
Переглядів 28 місяців тому
Lifestyle Creep: The Silent Threat to Your Retirement Plans
Inspired Retirement - Maximizing retirement satisfaction with guest Susan Hogan
8 місяців тому
Inspired Retirement - Maximizing retirement satisfaction with guest Susan Hogan
Mid-year investment review: inflation down, resilient economy, stocks up!
Переглядів 18 місяців тому
Mid-year investment review: inflation down, resilient economy, stocks up!
Understanding Cybersecurity: Education, Prevention, and Response Strategies
Переглядів 28 місяців тому
Understanding Cybersecurity: Education, Prevention, and Response Strategies
Take advantage of the new First Home Savings Account
Переглядів 58 місяців тому
Take advantage of the new First Home Savings Account