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

Епізоди

• #281 | Why Investing With Context Is Essential for Better Wealth Decisions When Investing for the Future 04.06.2026 18хв

  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/podcastLearn more about Flourishing Business: https://flourishingbusiness.org/What if the biggest risk to your portfolio isn’t market volatility—but ignoring the broader context in which wealth decisions are made?Most investors focus on returns, interest rates, and market performance. But what happens when environmental pressures, social instability, resource constraints, and shifting economic realities begin reshaping the foundations of the economy itself? In this episode, we explore why investing with context may be one of the most overlooked aspects of making better wealth decisions.Anthony Upward joins the conversation to discuss how traditional economic models often ignore the larger systems that influence long-term prosperity and why investors should think beyond short-term market movements when evaluating opportunities.In this episode, you'll learn:Why investing with context can help you identify long-term risks and opportunities that many investors overlook.How environmental, social, and economic forces are increasingly shaping business performance and portfolio outcomes.What investors can do to build resilience through local investing, regenerative business models, and a focus on essential human needs.Listen now to discover how investing with context can help you make smarter wealth decisions in an increasingly complex 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 IV
• #280 | How Successful Families Simplify Wealth Management and Financial Planning Through Delegation 02.06.2026 4хв

  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 spending too much time managing your finances when wealth management and financial planning could be handled more effectively through delegation?Many people assume they need to be involved in every investment and planning decision to achieve good financial outcomes. But for those who value their time and prefer focusing on other priorities, a delegation-based approach to wealth management and financial planning can create greater efficiency, clarity, and confidence. In this episode, we explore why more investors are choosing to hand responsibility to trusted professionals and how that shift can improve both the client experience and financial outcomes.In this episode, you'll learn:How delegation can eliminate decision fatigue and reduce the burden of ongoing financial management.Why a clear fiduciary relationship can improve wealth management outcomes and streamline financial planning decisions.How focusing on outcomes instead of constant involvement can create more confidence and peace of mind.Listen now to discover whether a delegation-based approach to wealth management and financial planning could help you achieve better results while reclaiming your time.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
• #279 | How To Make Better Wealth Decisions By Using Factor Investing and Disciplined ETF Investing 28.05.2026 16хв

  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 your investment decisions helping you build long-term wealth — or quietly increasing your risk?In this episode, we sit down with Jonathan Needham, President of Russell Investments Canada, to explore how institutional investing principles can help everyday investors make smarter wealth decisions. From factor investing and ETF investing to portfolio construction and behavioral discipline, this conversation breaks down how investors can build more resilient portfolios in today’s rapidly evolving market environment.You’ll learn why personalization, diversification, and evidence-based investing are becoming increasingly important for Canadians looking to improve long-term outcomes without unnecessary complexity.In this episode, you’ll discover:How factor investing can improve risk-adjusted returns over timeWhy ETF investing continues to evolve beyond simple index trackingThe biggest behavioral mistakes investors make — and how to avoid themIf you want to make more confident wealth decisions using disciplined, evidence-based investing strategies, this episode will give you practical insights 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
• #278 | Why Inflation Is Impacting Your Stock Market Returns More Than You Think 26.05.2026 4хв

  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 happens when the stock market says everything is fine… but the bond market signals rising inflation risks ahead?Stocks continue pushing to new highs while bond yields quietly climb, creating a major disconnect investors can’t afford to ignore. In this episode, we break down why inflation expectations are rising, how central banks may be underestimating the problem, and what higher interest rates could mean for your portfolio in the months ahead.You’ll learn:Why the bond market may be a more reliable inflation indicator than the stock marketHow rising yields and opportunity costs could pressure equities moving forwardWhat investors should watch as central banks face growing pressure around interest ratesIf you want to understand where inflation, the bond market, and the stock market could be heading next — and what it may mean for your investments — this episode is essential listening.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
• #277 | How Understanding Behavioral DNA Helps People Make Smarter Wealth Decisions Under Pressure 21.05.2026 20хв

  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/podcastKnow more about Hugh Massie and DNA Behavior International: https://www.hughmassie.com/Why do smart people still make irrational wealth decisions during uncertainty, market volatility, or financial stress?In this episode, Hugh Massie—founder of DNA Behavior International—explains how your behavioral DNA shapes the way you think about money, risk, investing, and decision-making. You’ll learn why many financial habits are hardwired from early childhood, why most people misunderstand their own financial behavior, and how greater self-awareness can help you make more intentional wealth decisions.In this conversation, you’ll discover:How your behavioral DNA influences risk tolerance, spending habits, and investment decisionsWhy financial behavior often stays consistent even during major life events or market crisesPractical ways to slow down emotional reactions and make smarter wealth decisions under pressureIf you want to better understand how your natural financial behavior affects your long-term wealth decisions, this episode will give you a completely different perspective on money, risk, and decision-making.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
• #276 | Why “Stay Calm and Do Nothing” Might Be Terrible Advice During the Iran War & Inflation Fears 19.05.2026 5хв

  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 happens to your money when geopolitical tensions suddenly escalate and markets haven’t fully reacted yet?In this episode, John breaks down why the growing concerns surrounding the Iran War could have major ripple effects across global markets, inflation, oil prices, food costs, and ultimately your investment portfolio. While many investors assume markets instantly price in all available information, the bond market may already be signaling that deeper risks are ahead.Inside this episode, you’ll learn:How the Iran War could drive inflation higher through oil and fertilizer pricesWhy market reactions may not fully reflect future economic consequences yetWhat investors should consider when evaluating risks to their investment portfolio during geopolitical uncertaintyIf you want to better understand how inflation and global conflict could impact your financial future, this episode will help you think more strategically about protecting your investment portfolio.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
• #275 | Why the Risks of Valuations, Risk of War, And Sclerotic Economy Are Quietly Reshaping Your Portfolio in 2026 - Financial Literacy, Financial Advisors & Wealth 14.05.2026 25хв

  Have markets become disconnected from reality—or are investors correctly pricing in geopolitical shocks, high valuations, and a slow-growth global economy?In this episode, a veteran investment expert breaks down how today’s markets are being shaped by inflation pressures, geopolitical instability, and long-term structural shifts that many investors may be overlooking.You’ll learn how these forces interact and why traditional signals may no longer behave the way they used to.How war-driven supply shocks and inflation pressures can reshape global asset pricingWhy elevated valuations may signal weaker long-term returns, even if markets keep risingHow a “sclerotic” low-growth economy changes the rules for investing, diversification, and riskIf you want to understand what may actually be driving markets beneath the surface—and how to position yourself accordingly—this episode is essential listening.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
• #274 | How Geopolitics Could Reshape Global Investing And Change Your Portfolio Forever - Financial Literacy, Financial Advisors & Wealth 12.05.2026 4хв

  What happens to your portfolio when wars, energy shocks, and supply chain disruptions collide with global markets?Most investors are told to separate geopolitics from investing decisions — but current events in Ukraine, Iran, energy markets, and global trade may be proving otherwise. This episode explores why geopolitical instability could have much deeper consequences for inflation, capital markets, food prices, supply chains, and long-term wealth preservation than many financial professionals are willing to admit.In this episode, you’ll discover:How global conflicts and energy disruptions can directly impact your portfolio performanceWhy supply chain instability and inflation remain major risks for modern investing strategiesWhat historical crises can teach investors about protecting wealth during geopolitical uncertaintyTune in to learn how understanding geopolitics could help you make smarter investing decisions and better protect your portfolio in an increasingly unstable world.Worried about the current investment climate and your money?Go to https://makebetterwealthdecisions.s.gy/podcast to book a call for personalized advice to help you feel secure and protected about your retirement.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
• #273 | How Investors Use Private Markets & Alternative Investments To Transform Portfolio Diversification - Financial Literacy, Financial Advisors & Wealth 07.05.2026 22хв

  Are you missing out on better returns by ignoring private markets?Most investors stick to stocks and bonds, but that approach may be limiting your true portfolio diversification. As markets become more correlated and volatility increases, understanding alternative investments and private markets is becoming essential for long-term wealth building.In this episode, you’ll discover:How private markets can improve risk-adjusted returns through long-term investingWhy alternative investments offer powerful diversification beyond traditional assetsThe truth about liquidity, gating, and whether these strategies actually fit your portfolioIf you want to build a more resilient portfolio and make smarter long-term decisions, this episode breaks down exactly how private markets and alternative investments can elevate your portfolio diversification.Check out Benjamin Sinclair's podcast: Beyond the Exchangewww.beyondtheexchange.ca.Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.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
• #272 | How the Stock Market Hits Highs Despite Global Conflict: Rethinking the Efficient Market Hypothesis - Financial Literacy, Financial Advisors & Wealth 05.05.2026 5хв

  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 markets really pricing in reality when global tensions are rising and uncertainty is everywhere?If you’ve been relying on the efficient market hypothesis to understand the stock market, recent events might feel confusing or even contradictory. With ongoing global conflict, supply chain disruptions, and inflation concerns, you’d expect markets to react differently—yet they continue climbing. This episode breaks down that disconnect and challenges long-held assumptions.In this episode, you’ll discover:Why the efficient market hypothesis may not fully explain today’s stock market behaviorHow global conflict and delayed information impact market reactionsA new way to think about uncertainty, expectations, and pricing in modern marketsListen now to rethink how the stock market really responds to global conflict—and what that means for your decisions.Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.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
• #271 | How Seasonal Investing Shapes Investor Psychology & Market Timing More Than You Think - Financial Literacy, Financial Advisors & Wealth 30.04.2026 23хв

  Are your investment decisions being quietly influenced by the time of year more than actual market fundamentals?Seasonal changes, sleep disruption, and even your mood can subtly shape how you perceive risk and make financial decisions. This episode breaks down the surprising connection between seasonal investing, investor psychology, and market timing—revealing why markets don’t always behave as rationally as we assume.You’ll walk away understanding:How seasonal investing patterns influence risk tolerance and market behaviorWhy investor psychology shifts throughout the year—and how it affects your portfolioWhat market timing mistakes to avoid when emotions (not data) are driving decisionsListen now to learn how to make smarter, more consistent investment decisions—no matter the season.Know more about Mark Kamstra: https://www.markkamstra.com/Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.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
• #270 | Why Relying On Tax Filing Refunds Feels Like A Win But Hurts Your Long-Term Wealth - Financial Literacy, Financial Advisors & Wealth 28.04.2026 3хв

  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 actually do with your refund right after tax filing season ends?After another tax filing deadline, many people either scramble to submit last-minute paperwork or finally breathe once their refund hits—but most miss the opportunity to turn this moment into a financial reset instead of just another yearly cycle.In this episode, you’ll learn how to:Use your tax filing refund strategically to eliminate high-interest debt fasterReposition your money into RRSPs or TFSAs to strengthen long-term financial growthTurn the post-tax filing period into a “fresh start” system so next year feels organized, not chaoticListen to this episode to learn how to turn tax filing season into one of the most financially productive moments of your year.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
• #269 | How To Avoid The Net Worth Trap By Mastering Investor Psychology & Strengthening Financial Resilience - Financial Literacy, Financial Advisors & Wealth 23.04.2026 16хв

  Are your investment decisions setting you up for a hidden trap that could stall your wealth for years?Most investors focus on returns, timing, and market outlook—but overlook how investor psychology shapes what happens after a downturn. This episode breaks down the concept of the net worth trap and why even sophisticated investors struggle to recover once they fall into it.Today we sit down with Goutham Gopalakrishna to understand how belief systems impact decision-making during crises. You’ll see why financial resilience matters more than chasing performance—especially in today’s uncertain market environment.In this episode, you’ll learn:How the net worth trap keeps investors stuck after losses—and why recovery is harder than you thinkThe surprising role investor psychology plays in both optimism and pessimism-driven mistakesHow to build true financial resilience so your portfolio can survive shocks and rebound fasterIf you want to protect your wealth and make smarter decisions when it matters most, this episode will change how you approach investing—press play now.Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.
• #268 | Why Optimism Bias Is Dangerous For Portfolio Managers (And What To Do Instead) - Financial Literacy, Financial Advisors & Wealth 21.04.2026 3хв

  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 being subtly influenced by forward guidance without even realizing it?From central banks to portfolio managers, the same strategies are being used to shape how you think about markets, risk, and the future. When optimism bias enters the picture, it can either support better decisions—or quietly lead you in the wrong direction.In this episode, you’ll discover:How forward guidance is used to influence investor behavior and market confidenceThe hidden role optimism bias plays in your financial decision-makingWhy understanding the overlap between politics and portfolio managers can improve your outcomesListen now to uncover how these forces shape your financial future—and how to think more clearly in uncertain times.Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.John De Goey's Books. Grab your copy from Amazon:Bullshift: How Optimism Bias Threatens Your Financeshttps://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6STANDUP to the Financial Services Industryhttps://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGMThe Professional Financial Advisor IVhttps://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733
• #267 | How Cognitive Decline Quietly Leads To Financial Vulnerability (And What Families Miss) - Financial Literacy, Financial Advisors & Wealth 16.04.2026 20хв

  Are your loved ones quietly making financial mistakes due to cognitive decline—and you don’t even realize it yet?For more resources on cognitive health and support, visit www.forbetterminds.comAs we age, our ability to make sound financial decisions changes, and with dementia, those changes can happen years before a diagnosis. Families often miss the early warning signs—until financial vulnerability becomes a serious problem.In this episode, Dr. Jill Aitken breaks down how dementia impacts financial decisions and what you can do right now to protect your family.You’ll learn:How to spot early warning signs of cognitive decline before major financial damage occursPractical strategies to reduce financial vulnerability and safeguard assetsThe critical steps to take now to protect dementia financial decisions before it’s too lateListen now to learn how to protect your family’s finances and stay ahead of cognitive decline before it turns into costly mistakes.Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.
• #266 | How the Strait of Hormuz Blockade Under Trump Is Driving Market Uncertainty - Financial Literacy, Financial Advisors & Wealth 14.04.2026 3хв

  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 could Trump’s actions around the Strait of Hormuz really mean for your financial future?With rising geopolitical tension and potential disruption to one of the world’s most critical energy routes, the economic impact could be far greater than most investors expect. This episode unpacks what’s happening, why it matters, and how it could ripple through markets, inflation, and your portfolio.By listening, you’ll learn how to:Understand the real economic impact of potential disruptions in the Strait of HormuzIdentify how Trump’s actions could influence global energy supply and market stabilityPrepare your portfolio for increased volatility and uncertaintyListen now to better understand the potential impact of blocking the Strait of Hormuz before it hits the markets.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
• #265 | How Top Executives Use Leadership & Decision Making To Master Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 09.04.2026 20хв

  Worried about the current investment climate and your money?Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.Are your wealth decisions actually being held back by poor decision making—not lack of knowledge?Most people think better outcomes come from better information, but the truth is, without strong leadership and decision making, even the best strategies fall apart. This episode breaks down how top executives think, decide, and build trust—so you can apply those same principles to your financial life.In this episode, you’ll discover:How elite leaders define the right problem before making any wealth decisionsWhy surrounding yourself with the right people is the ultimate decision making advantageThe discipline framework that separates average choices from exceptional financial outcomesIf you want clearer thinking, stronger discipline, and smarter wealth decisions, this episode will change how you approach every major choice—start listening now.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
• #264 | Why This Is a Time for Urgency If You Want to Protect Your Portfolio From a Global Crisis - Financial Literacy, Financial Advisors & Wealth 07.04.2026 3хв

  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/podcastWeekly 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 prepared for what happens if global markets shift overnight and your portfolio isn’t ready?We’re entering a moment where geopolitical tension, energy supply shocks, and trade disruptions could rapidly reshape the global economy. If your portfolio hasn’t been stress-tested for volatility, this kind of environment can expose serious risk.In this episode, you’ll discover:How escalating global conflict could drive inflation, oil spikes, and economic strainWhy traditional long-term strategies may fail during extreme market conditionsWhat steps you can take right now to reduce risk and protect your investmentsIf you want clarity on what’s unfolding—and how to respond strategically—this episode will help you act before the market does.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
• #263 | Inside a Family Office: The Smarter Way To Handle Wealth Decisions & Estate Planning - Financial Literacy, Financial Advisors & Wealth 02.04.2026 22хв

  Are your wealth decisions actually setting your family up for long-term success—or quietly creating risk?In today’s increasingly complex world, managing money isn’t just about investments anymore. From global uncertainty to tax implications and estate planning gaps, many people overlook the bigger picture—leaving critical decisions fragmented and exposed.In this episode, you’ll learn:How a family office approach brings clarity and coordination to your wealth decisionsThe hidden estate planning mistakes that can cost your family time, money, and stressWhy cash flow, taxes, and global risks matter more than ever in today’s environmentTune in to discover how to simplify your financial life and make more confident, future-proof wealth decisions with the right strategy in place.More about Tina Di Vito: https://www.ey.com/en_ca/people/tina-di-vitoJohn 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
• #262 | Why The Real Estate Market Is Impacting You During Mortgage Renewal As Interest Rates Rise - Financial Literacy, Financial Advisors & Wealth 31.03.2026 3хв

  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 rising interest rates about to turn your mortgage renewal into a financial squeeze—or a massive opportunity?The real estate market is shifting fast, and if you’re a homeowner or planning to buy, mortgage renewal could hit harder than expected. With interest rates climbing and economic uncertainty growing, what used to be a safe bet is now forcing people to rethink their strategy.In this episode, you’ll discover:How rising interest rates are directly impacting your mortgage renewal and home equityWhy the real estate market is softening after decades of growth—and what it means for youWhen this shift could become the best buying opportunity in years (and how to prepare)Listen now to understand where the real estate market is heading and how to stay ahead of mortgage renewal risks while positioning yourself for what’s next.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