『Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World』のカバーアート

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

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

著者: John De Goey (a podcast covering financial literacy financial advisors & wealth)
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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protect your wealth with hard assets in a stagflationary economy. 3. Adapt wisely to avoid outdated investment principles. Tune in every Thursday where you’ll hear thought leader, author and portfolio manager John De Goey interviews financial experts about industry trends and thinking. Every Tuesday thereafter, he releases a short primer episode that provides context to make sure you understand what it all means and what you can do to help yourself. If you're ready to Make Better Wealth Decisions, hit play on recent fan favorite episode #147 with Tom Czitron that deals with valuations, bubbles, and the finance industry's overall lack of preparedness in 2025.This work is licensed under a Creative Commons License - Attribution-NonCommercial-ShareAlike - http://creativecommons.org/licenses/by-nc-sa/2.0/ 経済学
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  • #294 | Why You Need a Resilient Portfolio to Make Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
    2026/07/21

    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/podcast

    Are 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:

    1. How to create a disciplined investing plan that keeps emotions from driving your wealth decisions.
    2. Why market volatility can become one of the greatest opportunities to strengthen your portfolio when approached strategically.
    3. 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:

    1. Bullshift: How Optimism Bias Threatens Your Finances
    2. STANDUP to the Financial Services Industry
    3. The Professional Financial Advisor IV

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    3 分
  • #293 | Should You Add Alternative Investments to Your Portfolio? The Future of Portfolio Management with James Burron - Financial Literacy, Financial Advisors & Wealth
    2026/07/16

    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

    Can 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:
    1. 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.
    2. 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.
    3. 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:

    1. Bullshift: How Optimism Bias Threatens Your Finances
    2. STANDUP to the Financial Services Industry
    3. The Professional Financial Advisor IV

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    24 分
  • #292 | Why You Need Critical Thinking to Make Wise Decisions in Uncertain Times - Financial Literacy, Financial Advisors & Wealth
    2026/07/14

    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

    Are 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:

    1. How to evaluate the credibility of the people and sources influencing your financial decisions.
    2. Why reacting to headlines can lead to poor judgment—and how to avoid that trap.
    3. 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:

    1. Bullshift: How Optimism Bias Threatens Your Finances
    2. STANDUP to the Financial Services Industry
    3. The Professional Financial Advisor IV

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    4 分
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