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Artwork for 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

John De Goey (a podcast covering financial literacy, financial advisors & wealth)
Financial Advisors
Financial Literacy
Behavioral Economics
Wealth Management
Investment Strategies
Financial Planning
Alternative Investments
Risk-Adjusted Returns
Entrepreneurship
Liquidity In Investments
Lifestyle Goals
Maslow's Hierarchy Of Needs
Personal Values
Continuing Education
Consumer Protection
Portfolio Management
Pension Plans
Flow-Through Companies
Tax Planning
CAPE Ratio

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 eve... more

PublishesTwice weeklyEpisodes177Foundeda year ago
Number of ListenersCategory
Business

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

Latest Episodes

Are 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... more

Are you ready to make your financial plans for 2026—but worried about missing key tax and contribution rules in Canada?

Understanding tax brackets, RSP, and TFSA contribution limits can dramatically affect how much you keep and grow next year. Wheth... more

Are you confident that your decision making actually leads to an impactful decision—especially when the stakes are high?

In this episode, we unpack how decision making really works when lives, wealth, and long-term outcomes are on the line. Drawing ... more

Are you basing your financial planning on recent market gains—without accounting for how stock market valuations change investment risk?

Many investors assume that strong past returns mean strong future returns. But history shows that when stock mar... more

Uncertainty is rising — but your decision-making doesn’t have to fall apart with it.

In this conversation with keynote speaker, consultant, author, and behavioral scientist Sam Sivarajan, we explore the mindset, tools, and frameworks that help peopl... more

Are your finance decisions being quietly distorted by AI’s massive—and possibly unsustainable—market influence?

The surge of AI dominance has reshaped everything from valuations to investor behavior, and it’s created a level of concentration risk th... more

What if someone in your family qualifies for the disability tax credit — and you’ve never set up an RDSP?

Most people who receive the disability savings tax credit have never been told how powerful an RDSP really is. In this episode, advisor Eldon D... more

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 an... more

Key Facts

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Recent Guests

Sheila Hamilton
Founder and CEO of Beyond Well Media, five-time Emmy Award-winning journalist
Beyond Well Media
Episode: #213 | Why Ignoring Mental Health Leads To Costly Wealth Decisions & Strained Relationships [Financial Literacy, Financial Advisor & Wealth]
Jay Zigmont
CFP with a PhD and founder of Childfree Wealth
Episode: #211 | Should You Rethink Retirement Planning If You’re Child-Free? How To Protect Your Wealth in a Shifting Economy [Financial Literacy, Financial Advisor & Wealth]
Ken Read
Former Olympic skier and philanthropist, known for his advocacy for cystic fibrosis research.
Canadian Cystic Fibrosis Foundation
Episode: #209 | How To Make Bold Decisions Without Ignoring Risk and Reward (Ken Read’s Take) [Financial Literacy, Financial Advisor & Wealth]
Fraser Stark
President of the Longevity Retirement Platform and Purpose Investments
Purpose Investments
Episode: #207 | How To Strengthen Your Retirement Planning By Managing Longevity Risk Smarter [Financial Literacy, Financial Advisor & Wealth]
Mike Schwartze
Co-founder and lead instructor at Basis Point Media, helps financial advisors create engaging videos
Basis Point Media
Episode: #206 | How To Build Trust As A Financial Advisor When Financial Influencers Are Taking The Spotlight [Financial Literacy, Financial Advisor & Wealth]
Josh Will
President of Virtus Capital Corporation and Virtus Real Estate GP Inc. with over 20 years of executive experience in asset management.
Virtus Capital Corporation
Episode: #204 | Why You Need a Clear Strategy To Make Better Wealth Decisions in Private Real Estate Investing [Financial Literacy, Financial Advisor & Wealth]
Patricia Lovett-Reid
A financial journalist and personal finance expert, named one of the 100 most powerful women in Canada
Home Equity Bank
Episode: #202 | From Bank Teller to Financial Journalist: How Patricia Lovett-Reid Shaped Her Wealth Decisions & Mindset [Financial Literacy, Financial Advisor & Wealth]
Lili Simon
Lieutenant Commander of the United States Coast Guard
United States Coast Guard
Episode: #200 | Why Decision Hygiene Matters More Than You Think in Everyday Decision Making, Even In Finance [Financial Literacy, Financial Advisor & Wealth]
Rob Carrick
Retired Globe and Mail columnist with insights from nearly 30 years in personal finance
The Globe and Mail
Episode: #199 | How Total Cost Reporting in 2027 Will Change The Way You See Your Investments [Financial Literacy, Financial Advisor & Wealth]

Host

John De Goey
Host and portfolio manager known for his focus on helping investors address modern financial challenges through informed decision-making.

Talking Points

Recent interactions between the hosts and their guests.

#213 | Why Ignoring Mental Health Leads To Costly Wealth Decisions & Strained Relationships [Financial Literacy, Financial Advisor & Wealth]
Q: What should one do if family members are enabling the illness and not acknowledging the problem?
Carefully set boundaries for yourself, and consider involving a therapist to navigate the complexities of the situation.
#211 | Should You Rethink Retirement Planning If You’re Child-Free? How To Protect Your Wealth in a Shifting Economy [Financial Literacy, Financial Advisor & Wealth]
Q: What advice would you give people to help them make better wealth decisions?
Plan for your life first, then your finances. Figure out what matters to you in your life, what your purpose is, and let that guide your financial decisions.
#207 | How To Strengthen Your Retirement Planning By Managing Longevity Risk Smarter [Financial Literacy, Financial Advisor & Wealth]
Q: What should people consider when planning their retirement?
People should factor in uncertainties like lifespan, expenses, and market conditions when developing a retirement income plan.
#207 | How To Strengthen Your Retirement Planning By Managing Longevity Risk Smarter [Financial Literacy, Financial Advisor & Wealth]
Q: What is longevity risk and how can people deal with it?
Longevity risk is the uncertainty about lifespan; it can be managed by spending responsibly based on the potential variability in life expectancy.
#206 | How To Build Trust As A Financial Advisor When Financial Influencers Are Taking The Spotlight [Financial Literacy, Financial Advisor & Wealth]
Q: How do you genuinely help people while maintaining engagement?
By creating an emotional connection through storytelling that resonates with the audience.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This series offers insights into the changing landscape of investing, focusing on the impact of biases and traditional financial advice on wealth management. It delves into critical topics such as mental health in financial decision-making, the implications of government policies on investment strategies, and innovative approaches to retirement planning. The unique format includes in-depth interviews with industry experts, coupled with shorter context-setting episodes to ensure listeners grasp the complexities of contemporary issues. This approach is designed to equip listeners with the knowledge needed to navigate an evolving economic environment effectively, making it particularly relevant for those seeking to adjust their financial strat... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Wealthy Barber Podcast
2. The Investing for Beginners Podcast - Your Path to Financial Freedom
3. Catching Up to FI
4. The Personal Finance Podcast
5. Build Wealth Canada Podcast

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this podcast launched a year ago and published 177 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Sheila Hamilton
2. Jay Zigmont
3. Ken Read
4. Fraser Stark
5. Mike Schwartze
6. Josh Will
7. Patricia Lovett-Reid
8. Lili Simon

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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