• #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
  • #291 | Why Traditional Retirement Planning Won't Protect You From Longevity Risk & Poor Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
    2026/07/09

    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 living longer become one of the biggest financial risks you'll ever face?

    Most people spend decades learning how to build wealth, but very few prepare for the far more complex challenge of managing it throughout a longer life. In this episode, Chris Heye, founder and CEO of Whealthcare Solutions, Inc. and Whealthcare Planning LLC, explains why longevity risk is one of the most overlooked threats in retirement planning, and how simplifying your financial life can lead to better wealth decisions as cognitive and healthcare challenges become more likely.

    You'll discover:

    1. How to simplify your finances today to reduce costly mistakes later in retirement.
    2. Why building a trusted financial wellness team and having the right legal documents can protect your wealth and your family.
    3. How smarter decision-making—not just better investing—can improve retirement outcomes as you age.

    Listen now to learn practical strategies that can help you make better wealth decisions, protect your future, and confidently navigate the realities of longevity risk throughout retirement planning.

    Visit Whealthcare Planning: https://whealthcareplan.com/

    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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    23 分
  • #290 | The Two Behavioral Finance Books That Will Help You Make Better Wealth Decisions: Predictably Irrational and Misbehaving - Financial Literacy, Financial Advisors & Wealth
    2026/07/07

    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 your financial decisions really rational, or are hidden psychological biases quietly shaping every choice you make?

    Most of us believe we're logical when it comes to money, investing, and everyday decisions. But behavioral finance research tells a different story. In this episode, we explore two of the most influential books in the field—Predictably Irrational by Dan Ariely and Misbehaving by Nobel Prize winner Richard Thaler—and uncover why understanding human behavior is essential if you want to make better wealth decisions.

    By listening, you'll discover:

    1. How behavioral finance explains the predictable mistakes we all make when managing money and making important life decisions.
    2. Why concepts like heuristics and cognitive biases can create costly blind spots—and how recognizing them can improve your judgment.
    3. Why Predictably Irrational and Misbehaving are two of the best summer reads for anyone who wants to make better wealth decisions while gaining practical insights into human behavior.

    If you're looking for engaging, thought-provoking books that can help you understand yourself, improve your financial decision-making, and make better wealth decisions, this episode is the perfect place to start.

    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
  • #289 | How to Make Better Wealth Building Decisions as Interest Rates Reset the Canadian Real Estate Market - Financial Literacy, Financial Advisors & Wealth
    2026/07/02

    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

    Will higher interest rates keep holding back Canadian real estate, or are investors looking at the market the wrong way?

    If you're trying to navigate today's uncertain economy, understanding the bigger picture has never been more important. In this episode, Chief Economist Carl Gomez shares his outlook on Canadian real estate, interest rates, demographics, the Canadian dollar, and the economic forces shaping wealth building through the rest of 2026. Rather than reacting to headlines, you'll learn how long-term fundamentals can help you make smarter investment decisions.

    In this episode, you'll discover:

    1. Why interest rates may remain higher for longer and what that means for mortgages, housing affordability, and investment opportunities.
    2. How Canadian demographics are reshaping real estate as immigration, aging baby boomers, and changing attitudes toward homeownership influence future demand.
    3. The wealth building principles that matter most, including how to evaluate risk, ignore short-term market noise, and focus on long-term fundamentals.

    If you want a clearer framework for making confident wealth building decisions in today's Canadian real estate market, this conversation provides practical insights you won't want to miss.

    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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    22 分
  • #288 | Does Your Investing Strategy Ignore CUSMA Negotiations? That Could Be a Costly Financial Mistake - Financial Literacy, Financial Advisors & Wealth
    2026/06/30

    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

    Could the outcome of CUSMA negotiations have a bigger impact on your investing decisions than most investors realize?

    As Canada, the United States, and Mexico begin high-stakes trade negotiations, markets are watching closely. While the immediate effects on your portfolio may not be obvious, the decisions made at the negotiating table could influence trade, inflation, manufacturing, supply chains, and the broader finance landscape for years to come. In this episode, we break down what matters most, what investors should be watching, and why patience may be just as important as action.

    By listening, you'll discover:

    1. How CUSMA negotiations could affect investing opportunities and market sentiment over the coming months.
    2. Why the current political and economic landscape may give Canada more negotiating leverage than many expect.
    3. What long-term investors should monitor as trade discussions evolve and begin influencing the finance sector.

    Listen now to understand how CUSMA negotiations could shape the future of investing and finance—and how staying informed can help you make more confident investment decisions.

    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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    5 分
  • #287 | Why Value Investing Matters More Than Ever as Interest Rates Rise: A 2026 Stock Market Outlook - Financial Literacy, Financial Advisors & Wealth
    2026/06/25

    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

    Could rising interest rates, AI-driven speculation, and record market valuations be setting investors up for a difficult decade ahead?

    Many investors are wondering whether today's market can continue climbing despite elevated valuations, growing debt levels, and uncertainty around inflation. In this episode, Professor George Athanassakos, Ben Graham Chair in Value Investing at the Ivey School of Business, shares his perspective on where markets may be headed and what investors should be watching closely as we move through the second half of 2026.

    In this conversation, you'll learn:

    1. Why rising interest rates may be a long-term trend driven by demographics, deglobalization, and growing capital demands from AI and infrastructure investments.
    2. What current market valuations, CAPE ratios, and volatility signals suggest about expected stock returns over the next decade.
    3. How value investing principles can help investors navigate periods of speculation, market exuberance, and economic uncertainty.

    Listen now to hear George's outlook on inflation, interest rates, market valuations, and the practical portfolio decisions he believes investors should consider today.

    See VALUE INVESTING: From Theory to Practice (Second Edition) by George Athanassakos

    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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    22 分