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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 investors respond when uncertainty hits at lightning speed? We explore all of this—and more—in today's deep dive on market turmoil triggered by Trump's sweeping tariff announcements. Keith Matthews and Marcelo Taboada break down the global shockwave of “Liberation Day,” explain how markets and investors reacted, and offer critical lessons on staying invested when storms hit. From VIX surges to record—setting daily returns, they connect the dots between policy, volatility, and long-term perspective. If you've ever felt anxious during a market correction - or wondered if “this time is different”—this episode will guide you through the recent market turbulence with evidence-based insight and calm.Thank you for tuning in!Key Topics:● Today's show focuses on recent market volatility and U.S. tariff policy (0:55)● Marcelo introduces the geopolitical backdrop and tariff volatility (1:34)● Liberation Day and Trump's tariff announcement explained (2:56)● Historical impact and global scale of the tariffs (3:30)● VIX and other measures of market fear during this period (3:48)● S&P 500 drops 10% in two days after Liberation Day (4:13)● Market expectations before the announcement were wrong (4:59)● Global reach and economic shock of the announced tariffs (5:20)● Canada, EU, Japan, China: Who was affected and how (5:38)● VIX compared to past crises like COVID and 2008 (6:06)● How the bond market reacted and its deeper message (6:33)● Reversal of tariffs and a 90-day pause sparks 9.5% S&P rebound (7:55)● Lessons on timing the market and importance of staying invested (16:58)● Performance failures of tactical asset allocation strategies (19:13)● How markets recover after recessions and bear markets (24:03)● Evidence-based investment philosophy and long-term planning (28:22)And much more!Mentioned in this Episode:Dimensional Report: Navigating Market VolatilityTMA Report: Shifting Allocations is the Wrong StrategyTulett, Matthews & AssociatesThanks 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
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 deductions and tax relief options available to you? In this episode, Keith Matthews and Andrea LeRoyer guide you through a structured approach to preparing your taxes efficiently. From crucial deadlines to tax-saving opportunities, they cover everything you need to stay compliant and optimize your return. They also discuss major changes for the 2024 tax season, including updates on the capital gains inclusion rate, home flipping rules, and the latest home buyer plan withdrawal limits. Whether you're a salaried employee, self-employed, a retiree, or a parent, this episode provides a simple and practical framework to handle your taxes effectively. Don't miss this essential conversation to help you file your 2024 return with confidence!Thank you for tuning in!Key Topics:Overview of the 2024 tax season (0:39)Introducing co-host Andrea LeRoyer and her background in tax and finance (1:47)Five key points covered in this episode (2:02)April 30: General filing deadline (3:21)June 16: Self-employed individuals' deadline (4:19)Income slips (T4, T4A, T3, T5, etc.) (4:50)Notice of Assessment: Why it matters (5:35)Installment payment summaries (6:58)Childcare and activity credits (8:42)Tuition and education-related deductions (9:43)Medical expenses and insurance coverage (11:01)Charitable donation changes and extended deadline (13:36)Home office deductions: Employees vs. self-employed (14:28)Tax credits for home support services (16:45)Caregiver tax credits (17:19)Multigenerational renovation tax credit (17:44)Disability tax credit and eligibility (20:08)Changes in relationship status (22:09)Moving, renting, or selling property (23:02)Foreign asset ownership and T1135 requirements (24:03)Capital gains inclusion rate update (25:48)Short-term rental compliance rules (26:47)Home Buyers' Plan withdrawal increase (27:57)New tax rules for property flipping (29:10)Crypto asset reporting for Quebec residents (30:26)Alternative Minimum Tax (AMT) updates (31:26)Final tax season tips & best practices (32:20)Closing thoughts & embracing tax season (32:51)And much more!Mentioned in this Episode:Tulett, Matthews & AssociatesThanks 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
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 market data to position themselves for the future?In this episode, Keith Matthews and Marcelo Taboada provide a comprehensive breakdown of 2024, from asset class returns to geopolitical and economic factors that impacted the markets. Marcelo shares personal milestones from the year, while Keith discusses lessons learned from market trends and the importance of diversification amidst narratives of "U.S. exceptionalism."They also address what the performance of the last decade reveals about long-term investing, touching on inflation, interest rates, and the resilience of global stock markets.Join us as we reflect on the past and look forward to 2025, equipping you with essential insights to remain grounded and confident in your investment strategy.Thank you for tuning in!Key Topics:Introduction and Personal Highlights (0:00)Marcelo's milestone: Becoming a new parent (1:17)Marcelo becoming a shareholder at Tulett, Matthews & Associates (2:10)Keith's personal life update: Downsizing and moving to a smaller home (3:02)Overview of 2024 asset class returns (5:00)Cash and bonds performance (5:45)Stock market highlights: Canadian stocks up 21.6%, U.S. stocks up 35.6% (6:18)REITs performance: Global REITs vs. Canadian REITs (6:52)Currency impact: Canadian dollar depreciation vs. USD (7:44)60/40 portfolio recovery after the tough 2022 market (8:02)Interest rate cuts: Bank of Canada vs. U.S. Federal Reserve (9:32)Inflation trends and economic outlook (10:37)U.S. exceptionalism and the Magnificent Seven's market dominance (13:00)Performance comparison of global markets over the past decade (14:30)Lessons from the U.S. stock market's “lost decade” (2000–2010) (18:08)Bonds vs. inflation over the past decade (22:04)Political events and democratic elections in 2024 (24:12)The importance of diversification and resisting market narratives (26:01)Final reflections and optimism for 2025 (28:03)And so much more!Mentioned in this Episode:Tulett, Matthews & AssociatesThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.
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 & AssociatesBroady Windsor GroupThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
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 investors in and why it may often fall short. They discuss findings from a recent Morningstar report that highlights the returns—and missed returns—associated with thematic strategies, shedding light on how timing and trends impact investors' outcomes.Tune in to learn the do's and don'ts of thematic investing and how a balanced approach can help you achieve your financial goals without chasing the latest investment craze. Thank you for tuning in!Key Topics:Introduction to thematic investing (0:57)Defining thematic investing and its focus on macro trends (2:05)Why fund companies promote thematic investments and the impact of fees (3:12)Key challenges in thematic investing: the allure of trends and timing (3:47)Discussion on the "buy-low, sell-high" difficulty in thematic strategies (4:28)The Morningstar report on thematic fund returns and investor outcomes (5:20)Differences between time-weighted and dollar-weighted returns explained (6:12)Significant return gap in thematic investing (6:52)"Mind the Gap": Morningstar's analysis on investor returns vs. fund returns (7:25)Historical themes and their outcomes, from the Nifty Fifty to BRIC (10:05)Importance of fees in thematic investing and their effect on returns (11:45)ARK Innovation Fund example: performance gaps and timing issues (15:13)Dangers of chasing manager performance and its parallels with thematic investing (17:52)Strategies to avoid thematic investing pitfalls (20:12)Discussion on "Core and Explore" strategy and why it often fails (21:30)Final takeaways on resisting the urge to chase trends (22:45)And so much more!Mentioned in this Episode:Morningstar: Navigating the Global Thematic Fund LandscapeMind the Gap 2024: A Report on Investor Returns in the USTulett, Matthews & AssociatesThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn,
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, partner at BDO Canada, explore the critical strategies for enhancing business operations, ensuring accurate financial reporting, and structuring for optimal tax efficiency. Uros also explains the key factors that potential buyers look for and how to position your business to meet those criteria.Whether you're looking to sell in the near future or planning long-term, this episode offers invaluable insights to help you navigate the complex selling process and secure your financial future.Thank you for tuning in!Key Topics:Why business owners need to prepare their businesses for eventual sale. [00:01:00]5 Key Components: business processes, management structures, people, data and financials, and vision for future growth. [00:02:29]How business owners often get lost in daily operations and fail to plan for long-term goals. [00:03:28]The importance of accurate financial reporting, monthly reporting, and external audits. [00:12:26]The benefits of holding companies and family trusts for tax efficiency and planning. [00:14:11]Explanation of the lifetime capital gains exemption and its criteria [00:15:10]The timing and benefits of setting up holding companies and family trusts. [00:18:32]Understanding business valuation process, who uses it, and its importance in business sales. [00:23:13]Breakdown of different types of buyers (internal, strategic, non-related, and private equity) and how they value businesses. [00:26:03]The growing influence of private equity in the market and their criteria for purchasing businesses. [00:28:25]The differences between selling shares and assets, including tax implications and strategies. [00:31:36]And so much more!Mentioned in this Episode:Tulett, Matthews & AssociatesBDO CanadaThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and...
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 Millionaire), to explore the benefits of a stress-free investment strategy. Nicolas shares his journey from being a curious reporter during the financial crisis to becoming a proponent of index investing, highlighting the importance of understanding market behavior and the futility of trying to predict the future. We dissect common misconceptions about active and passive investing, why aiming for average returns is a pathway to exceptional long-term success, and how maintaining discipline in your investment strategy can lead to financial empowerment.Thank you for tuning in!Key Topics:● Introduction to Nicolas Bérubé and his journey in financial journalism (00:39)● Impact of the 2008 financial crisis on investment perspectives (03:20)● Misconceptions about stock market investing and the reality of index funds (05:56)● The significance of behavior in investment success (13:02)● Importance of starting early in investing and the concept of compounding (20:50)● Debunking the myths around index investing and market timing (27:14)● Discussion on the downside protection in index funds (34:07)● Nicolas Bérubé's investment philosophy and his view on being a 'lazy investor' (38:22)● Future of index investing in Canada and globally (43:00)● The early adoption of exchange-traded funds (ETFs) and the gradual recognition of their benefits in the investment community (44:57)● Why active management often underperforms index funds, even in volatility(49:13)And much more!Mentioned in this Episode:Tulett, Matthews & AssociatesNicolas Bérubé's book, "From Zero to Millionaire"La PresseThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and more! Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
In this episode, Keith Matthews, Partner and Portfolio Manager of Tulett, Matthews and Associates, shares insights into real estate trends, financial instruments for homebuyers, challenges in the Canadian housing market, and his philosophy on wealth management.Real Estate Trends:- A record number of couples or individuals live in four-bedroom homes with no kids.- High demand for properties, but a lack of suitable options for young individuals trying to enter the market.- Challenges faced by active seniors in finding suitable housing options.Financial Instruments for First-Time Homebuyers:- Discussion on the First Home Savings Account (FHSA) and its benefits.- Comparison with the First Home Buyer Plan through an RSP.- Recommendations for sequence of deposits for optimal financial planning.Seniors and Equity Release:- Exploration of reverse mortgages as a financial instrument for seniors.- How individuals can tap into home equity through reverse mortgages.- Considerations for using home equity to maintain lifestyle in retirement.Current Real Estate Situation in Canada:- Analysis of the imbalance between housing demand and supply in Canada.- The role of immigration and municipal policies in shaping the housing market.- Challenges posed by the reluctance to embrace higher density housing.Wealth Management Philosophy:- Keith Matthews' philosophy on passive investing and timeless principles of asset allocation.- Emphasis on the importance of staying disciplined in investment strategies.- The role of diversification in managing risk and achieving long-term financial goals.Challenges and Solutions:- Recognition of the need for compromise and open dialogue in addressing housing challenges.- The impact of housing affordability on future generations and healthcare.- Urgency in redefining urban planning, transportation, and rezoning to meet growing demand.Conclusion:- The importance of continued discussions and education on real estate challenges.- Recognition of the vital role real estate professionals play in guiding individuals through market complexities.- Encouragement for individuals to stay informed and engaged in the ongoing dialogue on housing issues.Connect with Keith and become an Empowered Investor: The Empowered Investor BookWebsite - Tulett Matthews and AssociatesConnect with Keith Matthews on LinkedIn - Visit the website- Download a complimentary copy of the book, fourth edition- Tune in to the podcast available in English and FrenchClosing Remarks:A big thank you to Keith Matthews for sharing valuable insights, shedding light on the complexities of the Canadian housing market, and providing a glimpse into his wealth management philosophy. Tune in for more discussions on the Empowered Investor Podcast.
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 in this episode as we delve into these questions and more.Keith Matthews and Lawrence Greenberg offer a comprehensive analysis of 2023, highlighting the performance of different asset classes, the role of major tech firms, and the impact of inflation and central bank policies. They discuss strategies for navigating the markets and how to avoid common investment mistakes, providing valuable insights for investorsThanks for joining us on this journey through the past year and into the future. We hope these insights will guide your investment decisions in 2024.Thank you for tuning in!Key Topics:Discussion on 2023 asset class returns (1:41)Analysis of the 60/40 portfolio performance (2:29)Impact of the Magnificent Seven tech firms on the market (4:53)Style factors in the stock market (8:19)Major economic and stock market themes of the year, including rates and inflation (9:16)Interest rate policy and its effects (11:21)Possibility of a soft landing or a recession? (14:05)Canada's economic growth and TSX returns (14:43)Discussion on stock pricing and recession expectations (16:13)Analysis of Federal Reserve rate cuts (17:08)Long-term investing perspectives (18:20)Bond yields and investor positioning (19:03)Enthusiasm around artificial intelligence and its market impact (22:37)Importance of avoiding errors and pitfalls in investing (23:50)And much more!Mentioned in this Episode:Tulett, Matthews & AssociatesThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Technical Director of the Global Food Traceability Center with IFT Blake Harris and former American Bar Association Representative at the Council for Agricultural Science and Technology and Of Counsel at Wiley Rein LLP Keith Matthews answer the question, "What is the current state of traceability in the food industry, and where is it headed?"
Hello everyone! Welcome to the Upper Room Podcast. We are so happy you've joined us today! This Wednesday we heard an incredible word from Bro. Keith Matthews. He taught a message titled "No Thanks I'm Not Hungry" which covers the danger of yielding to intense cravings. When you are hungry what do you grab? Cheap substitutes that will leave you empty? Or do you seek after something that is lasting? This episode is full of godly wisdom that we hope you find encouraging! God bless.
Shopify is built so that virtually anyone can launch their own eCommerce store easily. While customizable templates and a simple UI make it easy, the overwhelming number of apps and options can be a bit much for a busy store owner to sift through.Keith Matthews of Milk Bottle Labs, Ireland's top Shopify agency, spoke with us about what aspects of a store can really make a brand shine.Keith is the agency's founder and host of his own eCommerce podcast, the Milk Bottle eCommerce Show. Previously, he worked with several Blue Chip organizations, including O2, Telefonica, and Digicel.Brendan Hughes, Optily's CEO, joined the conversation, drawing from his extensive experience with eCommerce clients.Among the topics we discussed were:The value of project management for store building action itemsWhen a business can benefit from professional web developmentEmail automation for business growthResources:BasecampRewindKlaviyoOrderlyEmails and OrderlyPrints Loox
Canadian Investing & Personal Finance For Beginners - Find me now on YouTube - Link in Description
Now on YouTube exclusively! Find me on YouTube: youtube.com/c/canfin I'm Andrew Reed, Juris Doctor, small business development, IT and marketing guru from Sunny Victoria BC. Follow me for new podcasts on beginner investing in Canada, Canadian business development and marketing, and personal development as I survive, grow, and prosper in a Post-Covid Canada. Citing from Keith Matthew's still on-point and relevant portfolio strategy guide, "The Empowered Investor" (Keith is one of my favourite Canadian investing mentors) - this podcast makes the argument that ETFs a should be a major part of any low-moderate risk portfolio, which would be the typical portfolio type (or at the least the ideal one) for beginning Canadian investors. If you were going to give a Canadian you love a book about investing, this is the kind of book you would give them. (Along with "The Wealthy Barber" by David Chilton, of course). This is my heartfelt unsponsored review. This is because Keith Matthews puts a high priority on balancing and managing risk, and his strategy involves consistently growing in wealth over the long-term. This is the kind of knowledge and strategy consideration I would want in the minds of my friends and family. To learn more about Keith Matthews, go to: https://www.tma-invest.com/author/keithmatthews/ and www.empoweredinvestor.ca Buy the updated third edition of Keith Matthew's book here from Amazon Canada (highly recommend book; not paid to say this): https://www.amazon.ca/Empowered-Investor-Canadian-Investment-Experience/dp/0991978307 Podcast Frequency: At least one new podcast every week (Typically Wednesdays) Andrew Reed is a certified digital marketing expert located in Victoria BC, working with a fantastic graphic designer from Victoria BC as well - find out more at www.babydragoncanada.com Check out Andrew's latest project - a full scale Shopify e-commerce store: www.babydragonfitness.com - use coupon code CanadaStockMarket for an additional 30% off, no restrictions. Shipping is always fast and free. Follow Andrew on Instagram for instant info and business philosophy, and much more: @canadastockmarket @babydragonfitness @babydragoncanada @zbabydragon I love WealthSimple - get the cash value of two free stocks when you sign up for a free, zero commission investing account with no minimum balance. You can have more than one TFSA so might as well get this one. So easy to use. And - now offering fractional shares and crypto. Highly recommended. Use this link, and get TWO free stocks to trade: https://my.wealthsimple.com/app/public/trade-referral-signup?code=850LEG --- Send in a voice message: https://anchor.fm/canadastockmarket/message Support this podcast: https://anchor.fm/canadastockmarket/support
Canadian Investing & Personal Finance For Beginners - Find me now on YouTube - Link in Description
Now on YouTube exclusively! Find me on YouTube: youtube.com/c/canfin I'm Andrew Reed, Juris Doctor, small business development, IT and marketing guru from Sunny Victoria BC. Follow me for new podcasts on beginner investing in Canada, Canadian business development and marketing, and personal development as I survive, grow, and prosper in a Post-Covid Canada. Citing from Keith Matthew's still on-point and relevant portfolio strategy guide, "The Empowered Investor" (Keith is one of my favourite Canadian investing mentors) - this podcast makes the argument that ETFs a should be a major part of any low-moderate risk portfolio, which would be the typical portfolio type (or at the least the ideal one) for beginning Canadian investors. If you were going to give a Canadian you love a book about investing, this is the kind of book you would give them. (Along with "The Wealthy Barber" by David Chilton, of course). This is my heartfelt unsponsored review. This is because Keith Matthews puts a high priority on balancing and managing risk, and his strategy involves consistently growing in wealth over the long-term. This is the kind of knowledge and strategy consideration I would want in the minds of my friends and family. To learn more about Keith Matthews, go to: https://www.tma-invest.com/author/keithmatthews/ and www.empoweredinvestor.ca Buy the updated third edition of Keith Matthew's book here from Amazon Canada (highly recommend book; not paid to say this): https://www.amazon.ca/Empowered-Investor-Canadian-Investment-Experience/dp/0991978307 Podcast Frequency: At least one new podcast every week (Typically Wednesdays) Andrew Reed is a certified digital marketing expert located in Victoria BC, working with a fantastic graphic designer from Victoria BC as well - find out more at www.babydragoncanada.com Check out Andrew's latest project - a full scale Shopify e-commerce store: www.babydragonfitness.com - use coupon code CanadaStockMarket for an additional 30% off, no restrictions. Shipping is always fast and free. Follow Andrew on Instagram for instant info and business philosophy, and much more: @canadastockmarket @babydragonfitness @babydragoncanada @zbabydragon I love WealthSimple - get the cash value of two free stocks when you sign up for a free, zero commission investing account with no minimum balance. You can have more than one TFSA so might as well get this one. So easy to use. And - now offering fractional shares and crypto. Highly recommended. Use this link, and get TWO free stocks to trade: https://my.wealthsimple.com/app/public/trade-referral-signup?code=850LEG --- Send in a voice message: https://anchor.fm/canadastockmarket/message Support this podcast: https://anchor.fm/canadastockmarket/support
Writer, teacher, and pastor Keith Matthews had the unique opportunity to teach beside Dallas Willard for 18 years. Pastors and students who had read Dallas would often come and say: "We know his writing is special, but we're here to find out if he's for real."In this episode, Nathan and Keith discuss Dallas Willard's thoughts on character, his legacy, and the work being carried on through Dallas Willard Ministries, the Dallas Willard School of Kingdom Living, and the newly formed Dallas Willard Publishing.[5:20] Tell me the story of when you first met Dallas.He teared up when he read scripture. I felt like I was entering a candy store, he was the owner, and he was dispensing the candy out – candy he’d already tasted. Great teaching of ideas and thoughts of transformation, but that it was out of his experience that he taught from. He was the real deal.[9:05] What did you learn from him?Character as primary. Character is different from giftedness. Dallas would say that “gifts will only take you as far as your character will let you go”. One of the defining characteristics of Jesus life was that he was unhurried. John Wesley said that too, “I’m always in haste, but I’m never in a hurry.”[15:54] What do you miss most about him?I miss being able to call him up and ask what he thinks about what’s going on in the world, or a theological question. He was a brilliant thinker on a wide range of topics. I don’t think there was ever a question that he had not read something about the topic that he could impart. And I miss his presence.[17:05] Thinking of the line when Jesus told his disciples that it was better for him to go, has there been anything good about his passing?There is manifold goodness because of the seeds that he sowed. He was very generous to everyone he taught. Maybe now it’s a reset time, a time to ask what we can do differently, to ask what our current culture needs differently.[19:30] Many people have picked up and are working with his work. Do you see holes or things that are lacking?Evangelicalism has faded considerably – a message still built around conversion and atonement, and still don’t understand fully the idea of spiritual formation and our role in becoming holy. The culture has shifted.[22:00] What does that look like for you living daily for Christ (on a personal level)I try to practice developing a life around formational prayer, prayer that is engaging with the truth and vision of who God is in ancient prayers.[24:20] Dallas Willard Publications has recently been formed to try to preserve, protect, and proclaim the legacy of Dallas.Favorite Dallas Willard book: Divine ConspiracyGreat Dallas book to start with: The Great Omission[29:17] Dallas Willard School of Kingdom LivingWe are beginning our first cohort of 30 people in a couple of months and is for those who want to read deeper in Dallas and have a community to do it in.Scripture References:Being a fragrant aroma: 1 Corinthians 2:15John Wesley quote: “Though I am always in haste, I am never in a hurry; because I never undertake any more work than I can go through with perfect calmness of spirit.”BooksThe Divine ConspiracyThe Great OmissionRenewing the Christian MindTo learn more about Dallas Willard and the ministries mentioned during the podcast visit:Dallas Willard MinistriesSchool of Kingdom Living
Doug and J.R. sit down with Keith Matthews for this amazing conversation on leadership, formation and health. Keith has been a pastor, church planter, and professor so each sentence drips with wisdom like honey. We know you are going to enjoy this conversation as much as we did. Oh yeah, and He co wrote the Study guide for Dallas Willard’s The Divine Conspiracy. Resources: Keith and Dallas Willard’s Book: Dallas Willard's Study Guide to The Divine Conspiracy Questions: -When can you go for a painfully slow walk and reflect on 2 questions? 1.What are you noticing about yourself? 2.What are you noticing about God? -What part of your character is the Lord inviting you to change? If this podcast adds value to you, your team, or your organization, consider (1) subscribing (2) leaving a review (3) sharing it with others and (4) staying connected with us at www.kairospartnerships.org
Sometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision to know when something makes sense for your practice or your clients even though it isn’t yet mainstream in your field is a quality that can separate the average advisors from the exceptional ones. Today’s guest – an early adopter of ETFs – has insights to share about the importance of knowing when to swim against the tide. Keith Matthews is a Partner and Portfolio Manager at Tulett, Matthews & Associates. He has an MBA from the Richard Ivey School of Business and is a Chartered Investment Manager. For close to 25 years, Keith has been working with his clients to deliver leading-edge wealth management strategies to help his clients reach their long-term goals. Listen to the episode to hear Keith talk about why he decided to become an advisor, what attracted Keith to ETFs in the early days, and how clients respond to Keith’s book, The Empowered Investor. Topics Discussed in This Episode: Why Keith decided to become an advisor (3:22) What attracted Keith to ETFs early on (5:57) How Keith approaches advising and serving his clients (12:08) Why doing taxes for clients gives you an edge (15:53) The role of Keith’s book in the client acquisition process (21:17) How Keith leverages software at his practice (32:11) Advice for new advisors (40:11) Links and Resources: Tulett, Matthews & Associates The Empowered Investor Quotes From the Show: “All of the early advisors that were doing this knew it made sense, knew it was the right thing, knew it was very friendly for clients.” “The idea of at least understanding tax sensitivities is huge for an advisor, and it’s a huge value-add for clients.” “If a client buys into all the following things and wants to have the sort of comprehensive approach that we’re dealing with, wants to be engaged, is serious, wants to see themselves reach their goals, and subscribes to the investment approach, then I think we’ve got a really nice connection.” With an expansive career in the industry, Keith has become an expert on ETFs and passively managed strategies. His knowledge and experience can help you evaluate your processes, no matter what career stage you are in. Below, we’re discussing three key ideas from today’s episode: How Keith Pioneered the use of ETFs
Welcome to the first episode of The Empowered Investor. Today we're introducing ourselves to you and sharing the foundational principles of the Empowered Investor. Join us on this inspiring journey, hosted by Keith Matthews and Marcelo Taboada. Keith Matthews is the author of The Empowered Investor: A Guide to Building Better Portfolios, and a Partner and licensed Portfolio Manager at Tulett, Matthews & Associates (TMA). Keith left the institutional investment management industry in 1997 to work directly with private investors because he wanted to make a difference. He felt that he could have a positive impact on helping individuals create a successful investment experience. Marcelo Taboada is an Associate at TMA and after finishing his studies, he decided that he wanted to work in a field that allowed him to help people and cultivate his intellectual curiosity. Marcelo decided to make the move to Private Wealth Management to grow professionally in an environment where the client is priority number one. On this episode, Keith and Marcelo share their stories on how they joined the private client world and talk about the Empowered Investor narrative, why they believe financial security is the thread that links all investors, what you'll learn from listening to the show, and more! Key Topics: · Marcelo's role at TMA (1:26) · How Marcelo went from childhood in El Salvador to becoming a financial advisor in Canada (3:37) · Why Marcelo almost left finance to start a new career path (6:03) · The benefits of an independent firm (6:55) · Keith's role at TMA (7:42) · Why Keith's inclination towards helping people led him away from bond trading (8:32) · The aha moment that kick-started Keith's private client career (10:16) · Why Keith wrote The Empowered Investor (13:18) · The common goal all investors are aiming for (14:13) · The biggest challenge investors face (16:04) · How our core belief will inform the direction of this show going forward (18:45) · What you'll learn by joining us for this podcast (19:23) · And much more! Thanks for Listening! Be sure to subscribe on https://podcasts.apple.com/us/podcast/the-empowered-investor/id1508663970 (Apple), https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vdGhlLWVtcG93ZXJlZC1pbnZlc3Rvci8 (Google), https://open.spotify.com/show/1mBnYMtqkbGqP2xyEThAUc (Spotify), 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 https://www.linkedin.com/company/tulett-matthews-&-associates-inc/ (LinkedIn), https://www.facebook.com/TulettMatthewsAssociates/ (Facebook), and more! Follow The Empowered Investor on https://www.facebook.com/theempoweredinvestor/ (Facebook), https://www.linkedin.com/company/theempoweredinvestor/ (LinkedIn), and https://www.instagram.com/theempoweredinvestor/ (Instagram)
World AIDS Day is December 1st, and we thought we’d observe it by interviewing Mr. Keith Matthews and Mrs. Sandy Fagen of the Unity Wellness Center, a local AIDS Service Organization (ASO). In this episode we cover a lot of ground. We talk about treatment options for individuals living with HIV/AIDS. We expose myths about the chronic condition. We discuss how to support individuals living with the disease, and we even talk about steps for getting help if you think you might’ve been exposed to the virus. The prognosis of people living with HIV/AIDS has changed a lot since the 1980’s, and we want to celebrate that! We hope you enjoy this episode. Helpful Links:Visit https://www.cdc.gov/hiv/ for more information and to find an ASO near you!Visit https://www.eamc.org/find-a-service/hiv-care-counseling/ for more information on the Unity Wellness Center!
Keith Matthews chats to Enda Regan is an Irish based Customer Support team Lead for Shopify's automation tool - Kit. He's passionate about Shopify and loves Kit which enables busy stores owners to automate tasks so they can focus on growing their online sales. So is Kit a virtual assistant or is it an AI tool? Maybe both. Enda explains.Special Guest: Enda Regan.Sponsored By:The Point of Sale StoreRewind.io
Jon Haley, David Wenger, Andrew Even, Keith Matthews
Jon Haley, David Wenger, Andrew Even, Keith Matthews
Jon Haley, David Wenger, Andrew Even, Keith Matthews
For our 1st episode, our host Keith Matthews interviews Milke Potter of Rewind.io from his office in Ottowa, Canada. Mike is the founder of Rewind.io. Rewind gives you control and protection over the cloud apps you use by creating automatic backups allowing you to recover your accounts from any disaster. While most users now store all data in the cloud, it's an assumption to think everthing is saved. In the case of Shopify, if you make a change such as deleting a product or menu item by accident, it's actually not recoverable. And that's why Mike came up with Rewind.io. Mike gives us an insight into how he conceived the idea for a back up app, explains how he sells through the Shopify apps store and shares his experience to date.Special Guest: Mike Potter.Sponsored By:Rare.ioLinks:Rewind.io — We make sure your Shopify store is backed upShopify — The eCommerce platform made for youMilk Bottle Labs — Ireland's No.1 Shopify Experts
Congress passed a GMO disclosure law earlier this summer, but food companies are still a little confused about out how to comply. One of the reasons for the confusion: not everyone agrees on what a GMO is or whether we should even call them GMOs. For this episode of Parts Per Billion, we speak with environmental attorney Keith Matthews about what the new law will mean for the food industry, for federal agencies and for shoppers in the grocery aisle.
DJ Speedy talks to Keith Matthews about a comedy soap that is being given a reading in the Oxfam Bookshop, on Kentish Town Road, on Friday 9th and Saturday 10th March. Keith’s inspiration are the people he meets in the charity shop. Recorded by: Lucy Waterhouse Edited by: Athos Harber Blog :: Supafine Myspace :: Supafine on Twitter :: Supafine on Facebook :: Oxfam :: Back to Camden Community Radio :: CCRadio on Twitter :: File Download (14:51 min / 34 MB)
In February's episode Keith Matthews describes a new cattle vaccination and Kelly Jobling explains how she found ubiquitin in bacteria. We hear how stem cells could lead to new treatments for Parkinson's disease, and find out how the university has been engaging with the public.
Welcome to BioPOD. Today's podcast features interviews with research staff in the School - Keith Matthews, Peter Keightley and Katelyn Fenn and also with Aubrey Manning
This is the second session I recorded at the Kairos Gathering. Keith Matthews is the main presenter. To be honest, I had never really heard of him before, but through this presentation and through getting to know him over a couple of days, I am very, very impressed by the guy. In this session, Keith talks about our personal Spiritual Formation, particularly as ministers and church leaders. This is really worth listening to. AE
This is session one from a small retreat called Kairos. I know it is unusual for me to post it here, but I didn't teach this week and this is extremely good stuff. To my knowledge, these are the only recordings of this event. The speaker for this session is Brian McLaren, and he is speaking on spiritual formation in communities/churches. Tomorrow I plan on posting a session by Keith Matthews on Spiritual Formation in individuals (particularly those in ministry), and Monday I plan on posting a Q & A session with McLaren (which was excellent). There was one more session, but I left the retreat early to attend a funeral and wasn't there to record it. Enjoy. AE