Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

Епизоде

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  #311 | What the World’s Best Investing Research Reveals About Building a Portfolio, Reducing Investment Risk, and Diversifying Investments - Financial Literacy, Financial Advisors & Wealth 17.09.2026 21мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you building a portfolio based on stories, headlines, and hot picks—or on what actually works?Most investors believe smart investing means finding the right stock, the right fund, or the right manager. But decades of real-world evidence suggest something very different. In this episode, John sits down with veteran financial professional Patrick Frigon to unpack what Nobel Prize–winning research reveals about building a portfolio, reducing investment risk, and diversifying investments in a way that actually improves long-term outcomes.You’ll hear why stock picking is so difficult, how markets absorb information almost instantly, and why trying to outsmart everyone else often leads investors to beat themselves instead.By listening, you’ll learn how to:Build a portfolio using evidence-backed principles instead of predictions and opinionsReduce investment risk without sacrificing long-term returnsDiversify investments in a way that smooths volatility and minimizes costly mistakesIf you want to stop guessing and start making smarter, calmer, and more reliable wealth decisions, this episode will change how you think about investing—press play and listen now.Start planning with STANDUP Advisors:https://johndegoey.ca/John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #310 | Should You Rethink Retirement Planning If You’re Child-Free? How To Protect Your Wealth in a Shifting Economy - Financial Literacy, Financial Advisor & Wealth 15.09.2026 20мин

  Are your financial decisions built on assumptions that no longer hold true?Most investors still rely on growth models tied to population expansion — but what happens when 25% of Americans are child-free and birth rates keep falling?In this episode, we dive into the controversial but urgent conversation around Child-Free Wealth, Demographics, and Investing with Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. He explains why the “standard life script” no longer applies, how demographic decline threatens our economy, and what that means for your money.You’ll discover:Why demographic realities may upend traditional investing assumptions like constant market growth.How being child-free changes financial planning — from estate design to long-term care.What investors and advisors must do now to prepare for a future where sustainability, not endless growth, is the benchmark.👉 Listen now to learn how to design wealth decisions that fit the real world — not outdated assumptions.Know more about Childfree Wealth: https://childfreewealth.com/About John De Goey: https://www.johndegoey.ca/
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  #309 | What the Research Reveals About Financial Planning For Women And Why Women Retirement Planning Looks So Different 10.09.2026 22мин

  Are women really facing the same retirement reality as men—or are planners missing something critical?Women live longer, earn less on average, and experience more career interruptions—yet retirement advice often assumes a one-size-fits-all approach. In this episode, we explore why financial planning for women requires a fundamentally different lens and how structural, behavioral, and educational factors shape women retirement planning outcomes in ways many advisors underestimate.In this conversation, you’ll discover:Why compounding life events—not behavior alone—put women at a retirement disadvantageHow financial literacy and confidence directly influence women’s long-term wealth outcomesWhat planners can do differently to create more effective, empathetic retirement strategies for womenIf you want a clearer understanding of the real challenges shaping women’s financial futures—and how better planning decisions can close the gap—this is an episode you don’t want to miss.More about Tanya Staples: https://research.conestogac.on.ca/our-team/tanya-m-staples-cfpWorried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #308 | Why I’m Changing the Brand—and Making Retirement Planning the Focus 08.09.2026 2мин

  What happens when you stop trying to say everything in a few minutes and instead go deeper on what matters most?This episode marks a major change in the podcast. Instead of continuing with short Tuesday commentary, John is ending the Tuesday episodes and putting more time and attention into longer, more actionable conversations and standalone episodes.The podcast will also be rebranded with a stronger focus on retirement planning, wealth, pensions, and the decisions that can help you prepare for retirement. Going forward, Thursday episodes will feature a mix of John's standalone discussions and conversations with guests, while Saturday videos will continue providing visual explanations of important financial topics.By listening, you'll learn:Why the podcast is shifting its focus toward retirement planning and what that means for future episodes.How deeper, standalone episodes can provide more actionable financial guidance than brief weekly commentary.What to expect from the new podcast format, including the balance between solo episodes, guest conversations, and Saturday videos.Listen to the episode to understand why the podcast is changing—and how the new focus on retirement planning can give you more practical, in-depth guidance.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #307 | How Shannon Lee Simmons Is Changing Financial Literacy Through Financial Planning for Canadians 03.09.2026 21мин

  How confident are you when it comes to making decisions about your money?For many Canadians, the problem isn't a lack of information—it's having too much information, not knowing which sources to trust, and feeling embarrassed to ask basic financial questions. Financial literacy is about more than knowing the difference between a TFSA and an RRSP; it's about developing the confidence and habits to make sound financial decisions, even when the future feels uncertain.In this episode of Make Better Wealth Decisions, John speaks with Shannon Lee Simmons, financial planner and founder of New School Finance, about the state of financial literacy in Canada and the practical financial planning questions Canadians should be asking.You'll learn:How to build financial confidence by turning financial knowledge into practical habits and decisions.How to think about CPP, investment returns, TFSAs and RRSPs without falling into common assumptions and misconceptions.How to manage financial uncertainty with realistic expectations and smaller, actionable “micro financial plans” that keep you moving forward.Listen to the episode to build the financial literacy and confidence you need to make better wealth decisions—one small plan at a time.
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  #306 | See Things As They Are - Financial Literacy, Financial Advisors & Wealth 01.09.2026 5мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking. What happens when the optimistic story you’re being told isn’t the same as the reality you’re facing?From Canada’s looming tariff pressures to the way financial advisors frame market risk, there’s a common theme: optimism bias can influence how you think, act, and prepare. When governments and financial professionals have incentives to maintain confidence, it can become difficult to distinguish between a plausible story and what’s actually likely to happen.This episode explores why seeing things as they are is becoming increasingly important for making responsible financial decisions—without falling into panic or knee-jerk reactions.You’ll learn:How optimism bias can distort your perception of financial risk and leave you less prepared for difficult outcomes.Why traditional approaches to portfolio risk are changing and what the shift toward low-, medium-, and high-risk classifications means for investors.How to build greater resilience into your financial decisions while remaining prudent rather than reactive.Listen to the episode to learn how seeing things as they are can help you make clearer, more resilient financial decisions in an uncertain world.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IVWorried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcast
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  #305 | Did You Know That Your Biological Age Can Vary Significantly From Your Chronological Age? - Financial Literacy, Financial Advisors & Wealth 27.08.2026 19мин

  How much does your chronological age really tell you about how long you’re likely to live—and whether your retirement plan is built to last?Traditional retirement planning relies heavily on population averages and mortality tables. But as longevity science advances, biological age and the aging patterns captured by everyday devices such as phones, watches, and rings may provide a more personalized view of longevity risk.In this episode, Evgeny Yakushev, founder and CEO of Life & Health Metrics, explains how biological age can differ significantly from chronological age and why that difference could matter when making retirement and wealth decisions.You’ll learn:How your biological age can reveal a different longevity trajectory than your chronological age alone.Why personalized aging data could influence decisions around Social Security, annuities, investing, liquidity, and retirement income.How wearable and smartphone data could become a new input for financial planning, helping advisors move beyond population averages toward more personalized retirement strategies.Listen to the episode to discover how understanding your biological age could help you make more informed decisions about your wealth, retirement, and longevity.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #304 | Why You Shouldn’t Let the Canada-US Trade War Dictate Your Investments Despite Rising Inflation - Financial Literacy, Financial Advisors & Wealth 25.08.2026 4мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.What should you do with your money when the Canada-US trade war is pushing prices higher and creating even more uncertainty?The Canada-US trade war is adding to an already inflationary environment, and its effects won’t be felt equally. Some people may face job losses or reduced incomes, while others may simply see higher prices for groceries, electronics, and other consumer goods.The key is understanding what you can control. Rather than making emotional portfolio changes, this episode looks at practical ways to navigate the financial pressure ahead and prepare for what could be a prolonged period of uncertainty.You’ll learn:How the Canada-US trade war and inflation could affect your income, expenses, and investments differently.Why paying down non-deductible debt and reducing discretionary spending can strengthen your personal finance position.How staying disciplined with your investment strategy can help you avoid costly decisions during economic uncertainty.Listen to the episode to learn how to protect your personal finance, stay disciplined with your investments, and navigate the inflationary pressure ahead.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #303 | Why Index Investing Won’t Give You Everything You Want From Diversification & Expected Returns: Factor Investing Explained - Financial Literacy, Financial Advisors & Wealth 20.08.2026 17мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWhat if there’s a way to pursue higher expected returns without relying on concentrated stock picking or simply accepting market returns?Factor investing offers a systematic approach that sits between traditional active management and conventional indexing. In this episode, Daniel Ong of Avantis Investors explains how investors can use profitability, valuation, broad diversification, and disciplined portfolio construction to target companies with higher expected returns—while keeping fees and concentration under control.Daniel also explains why investors should think carefully about risk, tracking error, asset allocation, and the limitations of buying companies simply because they are cheap or profitable. Most importantly, he shares why making portfolio decisions based on headlines can undermine long-term investment outcomes.By listening, you’ll learn:How factor investing works and why combining profitability with attractive valuations can provide a more systematic alternative to traditional stock picking.How diversification and expected returns can work together, including why a broadly diversified portfolio may offer a more efficient way to pursue a risk premium.Why disciplined investing matters and how avoiding headline-driven portfolio changes can help you make better long-term wealth decisions.Listen to the full episode to understand how factor investing can help you build a more diversified, systematic, and potentially higher-returning investment strategy.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #302 | What Trump Tariffs Really Mean for Investors as Canada-U.S. Trade Talks Reach the Deadline - Financial Literacy, Financial Advisors & Wealth 18.08.2026 2мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Will the August 19 deadline for Trump Tariffs and Canada-U.S. Trade actually matter to your investments?With negotiations continuing and the two sides still far apart, investors may be tempted to react to every headline surrounding Trump Tariffs and Canada-U.S. Trade. But short-term political and trade developments don't necessarily translate into long-term portfolio consequences.In this episode, you'll learn:How to put the Trump Tariffs deadline into historical perspective rather than treating it as a potentially market-defining event.Why Canada-U.S. Trade uncertainty may not warrant a change to your investment strategy despite volatile headlines.How staying the course can help you avoid making emotional investment decisions when political developments change rapidly.Listen to the full episode to learn why keeping your perspective may be more valuable than trying to predict the next move on Trump Tariffs and Canada-U.S. Trade.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #301 | Why Decision Hygiene Is Impacting Your Wealth Decisions: How Media Literacy Can Help - Financial Literacy, Financial Advisors & Wealth 13.08.2026 21мин

  How do you know whether the financial information you're consuming is actually helping you make better wealth decisions—or influencing you in ways you don't recognize?With more financial content coming from banks, journalists, influencers, social media, and increasingly AI, knowing what to believe has become just as important as knowing how to invest. Bryan Borzykowski, founder and CEO of ALLCAPS Content and an experienced business journalist, shares why media literacy and decision hygiene are essential to making sound financial choices.In this episode, you'll learn:How to evaluate financial information more critically by comparing multiple credible sources instead of taking a single story at face value.How to recognize potential misinformation, influence, and AI-driven fraud before they affect your financial decisions.Why seeking out financial education and starting to save early can put you in a stronger position to achieve your long-term wealth goals.Listen to the episode to strengthen your decision hygiene, sharpen your media literacy, and make more confident wealth decisions.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #300 | How To Prepare Your Portfolio Management Strategy for AI-Driven Market Volatility - Financial Literacy, Financial Advisors & Wealth 11.08.2026 5мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you truly prepared for the next market drawdown—or are you simply assuming you’ll stay the course when things get difficult?With AI driving excitement, valuations remaining elevated, and investors becoming increasingly optimistic about what the future holds, today’s market environment has some striking similarities to previous periods of investor exuberance. The difference is that when markets turn, knowing what you should do and actually doing it can be two very different things.Drawing on lessons from the 2007–2009 global financial crisis, this episode explores how investor behavior, loss aversion, and portfolio management can shape your ability to withstand market volatility—and why having a plan before a crisis is very different from trying to create one during a crisis.You’ll learn:How to assess whether your portfolio can withstand a meaningful market drawdown before you're forced to make decisions under pressure.Why AI-driven optimism and elevated valuations can create risks for investors who assume recent market performance will continue indefinitely.How proactive portfolio management and a commitment to your investment strategy can help you respond more constructively when markets become difficult.Listen to the episode to reflect on whether your portfolio is truly built for the next downturn—and make sure you’re prepared to stay the course when it matters most.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcast
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  #299 | How Competing Forecasts and Current Events Are Converging to Shape Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 06.08.2026 26мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you making wealth decisions based on headlines—or are you weighing competing forecasts before acting?Markets, technology, demographics, and geopolitics are all evolving at the same time, making it harder than ever to separate signal from noise. In this solo episode, John explores how competing forecasts can help you think more clearly about current events without relying on predictions. Rather than telling you what will happen next, he walks through a framework for making better wealth decisions in an increasingly uncertain world.In this episode, you'll discover:How long-term structural trends, AI developments, and geopolitical events can interact to influence investment decisions.Why comparing competing forecasts leads to stronger decision-making than relying on a single narrative or market prediction.Practical ways to build resilience into your portfolio by focusing on diversification, decision hygiene, and thoughtful risk management.If you want to make more confident wealth decisions while navigating today's current events and competing forecasts, this episode will give you a practical framework for thinking before you act.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #298 | Why Ignoring Climate Change Won't Help Your Portfolio & What to Do Instead - Financial Literacy, Financial Advisors & Wealth 04.08.2026 3мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.What do record-breaking wildfires, historic rainfall, and extreme weather really mean for your portfolio?Climate change is no longer a distant concern—it's becoming an economic reality that can influence industries, insurance costs, business performance, and long-term investment outcomes. In this episode, you'll explore why today's environmental changes deserve a place in your investment thinking and how the decisions you make now could affect your portfolio for years to come.By listening, you'll discover:Why climate change is becoming a significant long-term risk factor for your portfolio.How extreme weather can influence industries, insurance, and investment performance.Key questions to ask yourself when evaluating whether your portfolio is prepared for a changing world.If you want to better understand how climate change could shape your portfolio and future investment decisions, this episode will give you a valuable perspective to help you think ahead.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastJohn De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #297 | Does Your Portfolio Ignore Climate Change & Geopolitics? Here's Why That Could Be a Costly Mistake - Financial Literacy, Financial Advisors & Wealth 30.07.2026 23мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre today's biggest risks to your portfolio coming from the markets—or from climate change and geopolitics?Most investors focus on interest rates, inflation, and stock performance. But the forces shaping long-term wealth may be far bigger. In this episode, international policy expert Akaash Maharaj explains how climate change, global conflict, energy security, and public policy are increasingly influencing investment returns, economic stability, and the financial decisions we make for ourselves and future generations.You'll discover:Why climate change and geopolitical events are becoming major drivers of long-term investment performance and portfolio risk.How sustainability, energy transitions, and resource scarcity could create both investment opportunities and financial challenges over the coming decades.Why successful wealth decisions require long-term thinking, trusted advice, and understanding the global trends that markets often overlook.Listen now to discover how understanding climate change and geopolitics can help you make more informed, resilient, and confident wealth decisions for the future.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #296 | The Strait of Hormuz, Oil Shortage & the Global Economy: What Investors Need to Know Now - Financial Literacy, Financial Advisors & Wealth 28.07.2026 5мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCould the closure of the Strait of Hormuz trigger an oil shortage severe enough to reshape the global economy—and what would that mean for your investments?As tensions between the United States and Iran continue to escalate, the risk of prolonged disruption to global energy markets is becoming harder to ignore. In this episode, we examine why the Strait of Hormuz remains one of the world's most important economic chokepoints, why an extended conflict could lead to an oil shortage, and how these developments may impact markets, inflation, and long-term wealth decisions.In this episode, you'll discover:Why the Strait of Hormuz is critical to the global economy and how disruptions could affect oil prices, inflation, and supply chains.What geopolitical and economic experts are watching as negotiations stall and the probability of a prolonged conflict increases.How investors can think strategically about portfolio positioning when faced with rising geopolitical risk and potential energy market shocks.If you want to better understand how a Strait of Hormuz oil shortage could affect the global economy—and how to make more informed wealth decisions in an increasingly uncertain environment—this episode provides the context you need.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #295 | John Rapley Explains Why Investing Success Depends on Understanding Inflation & Market Volatility - Financial Literacy, Financial Advisors & Wealth 23.07.2026 24мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCould the biggest risks to your portfolio be hiding in today's headlines instead of the stock market?From conflict in the Middle East to rising government debt, stubborn inflation, and growing questions surrounding AI-driven market valuations, today's macroeconomic environment is creating challenges that many investors aren't fully considering. In this episode, John Rapley, contributing columnist for The Globe and Mail, explains how geopolitics, monetary policy, energy markets, and global economic shifts could shape investing opportunities and risks over the coming years.You'll discover:Why inflation may remain higher for longer—and what that could mean for interest rates, bonds, and your investment portfolio.How geopolitical events, energy markets, and government debt can create market volatility that investors should prepare for.Why emerging markets may offer compelling long-term investing opportunities as global economic leadership continues to shift.If you want a clearer understanding of how today's biggest global events could influence your investing decisions tomorrow, this episode will help you connect the dots before the next wave of market volatility arrives.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #294 | Why You Need a Resilient Portfolio to Make Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 21.07.2026 3мин

  Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you making wealth decisions that will strengthen your portfolio—or weaken it the next time markets turn volatile?Successful investing isn't about predicting the next market move. It's about following a disciplined framework that helps you make better wealth decisions regardless of what the markets are doing. In this episode, you'll learn five practical strategies that can help build a more resilient portfolio, reduce emotional decision-making, and improve your long-term investing outcomes.By listening, you'll discover:How to create a disciplined investing plan that keeps emotions from driving your wealth decisions.Why market volatility can become one of the greatest opportunities to strengthen your portfolio when approached strategically.How rebalancing, tax-loss harvesting, and professional portfolio management can improve long-term investing results and resilience.Listen now to discover a practical framework that can help you make more confident wealth decisions, strengthen your investing strategy, and build a portfolio designed to weather any market environment.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #293 | Should You Add Alternative Investments to Your Portfolio? The Future of Portfolio Management with James Burron - Financial Literacy, Financial Advisors & Wealth 16.07.2026 23мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCan individual investors benefit from the same investment strategies used by Canada's largest pension funds?Alternative investments are no longer reserved for institutions and ultra-high-net-worth investors. As access continues to expand, understanding how these assets fit into a well-designed portfolio has become increasingly important. In this episode, James Burron, Founder of the Canadian Association of Alternative Strategies and Assets (CAASA), shares why alternative investments have become a cornerstone of institutional portfolio management, how Canada's globally recognized Maple Model has delivered long-term success, and what everyday investors should consider before incorporating alternative assets into their own investment strategy.In this episode, you'll learn:Why alternative investments are becoming more accessible and how the democratization of private markets and liquid alternatives is changing the investment landscape for retail investors.How Canada's Maple Model differs from traditional investing and why pension funds use alternative assets to improve diversification, reduce portfolio risk, and pursue more consistent long-term returns.What role alternative investments should play in your portfolio including the benefits, trade-offs, liquidity considerations, and why working with an experienced advisor can help you make better long-term wealth decisions.Whether you're curious about private equity, hedge fund strategies, liquid alternatives, or simply want to build a more resilient portfolio, this conversation provides practical insights into how institutional investing principles can help inform your own financial future.Tune in to discover how alternative investments can strengthen your portfolio management strategy and help you make better wealth decisions over the long term.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV
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  #292 | Why You Need Critical Thinking to Make Wise Decisions in Uncertain Times - Financial Literacy, Financial Advisors & Wealth 14.07.2026 3мин

  Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you making financial and investment decisions based on facts—or simply trusting the loudest voice in the room?In this episode, we explore why critical thinking matters more than predictions when markets and world events are constantly changing. Rather than focusing on whether any single forecast proves correct, you'll discover why evaluating the credibility of information is one of the most valuable skills you can develop to make wise decisions.By listening, you'll learn:How to evaluate the credibility of the people and sources influencing your financial decisions.Why reacting to headlines can lead to poor judgment—and how to avoid that trap.A practical mindset for making more thoughtful, informed wealth decisions during uncertain times.If you want to make wise decisions with greater confidence and avoid being misled by changing narratives, this episode will give you a framework you can apply immediately.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV