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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)
Investment Strategies
Inflation
Financial Planning
Financial Literacy
Financial Advisors
Donald Trump
Tariffs
Wealth Management
Decision Making
Canada
Behavioral Finance
Behavioral Economics
Retirement Planning
Real Estate
Interest Rates
Personal Finance
United States
Stock Market
Networking
Financial Advice

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

PublishesDailyEpisodes231Foundeda year ago
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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

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:

makebetterwealthdecisions.s.gy/podcast

Will higher inter... more

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:

makebetterwealthdecisions.s.gy/podcast

Could the outcome... more

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:

makebetterwealthdecisions.s.gy/podcast

Could rising inte... more

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:

makebetterwealthdecisions.s.gy/podcast

What if the bigge... more

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:

makebetterwealthdecisions.s.gy/podcast

What happens to y... 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

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:

makebetterwealthdecisions.s.gy/podcast

Are your wealth d... more

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:

makebetterwealthdecisions.s.gy/podcast

Are strong market... more

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Recent Guests

Jonathan Needham
President of Russell Investments Canada Limited; member of Russell's Global Operating Committee; trustee on Russell's board
Russell Investments Canada Limited
Episode: #279 | How To Make Better Wealth Decisions By Using Factor Investing and Disciplined ETF Investing - Financial Literacy, Financial Advisors & Wealth
Hugh Massie
Founder of DNA Behavior International
DNA Behavior International
Episode: #277 | How Understanding Behavioral DNA Helps People Make Smarter Wealth Decisions Under Pressure - Financial Literacy, Financial Advisors & Wealth
Tom Czitron
Toronto-based investment professional with four decades of experience
Independent investment professional
Episode: #275 | Why the Risks of Valuations, Risk of War, And Sclerotic Economy Are Quietly Reshaping Your Portfolio in 2026 - Financial Literacy, Financial Advisors & Wealth
Benjamin Sinclair
Investment advisor and associate portfolio manager
Design Securities
Episode: #273 | How Investors Use Private Markets & Alternative Investments To Transform Portfolio Diversification - Financial Literacy, Financial Advisors & Wealth
Mark Kamstra
Professor of Finance, Schulich School of Business, York University
York University
Episode: #271 | How Seasonal Investing Shapes Investor Psychology & Market Timing More Than You Think - Financial Literacy, Financial Advisors & Wealth
Goutham Gopalakrishna
Assistant Professor of Finance, Rodman School of Business, University of Toronto
University of Toronto
Episode: #269 | How To Avoid The Net Worth Trap By Mastering Investor Psychology & Strengthening Financial Resilience - Financial Literacy, Financial Advisors & Wealth
Jill Aitken
Founder of For Better Minds, expert on cognitive impairment and financial vulnerability
For Better Minds
Episode: #267 | How Cognitive Decline Quietly Leads To Financial Vulnerability (And What Families Miss) - Financial Literacy, Financial Advisors & Wealth
Jim Reed
Seasoned executive and trusted advisor who guided CEOs and led transformational growth
Episode: #265 | How Top Executives Use Leadership & Decision Making To Master Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Tina Di Vito
Representative of First Affiliated Holdings, Inc.; CPA, TEP, CFP, and FEA
First Affiliated Holdings, Inc.
Episode: #263 | Inside a Family Office: The Smarter Way To Handle Wealth Decisions & Estate Planning - Financial Literacy, Financial Advisors & Wealth

Host

John De Goey
Host of Make Better Wealth Decisions

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Talking Points

Recent interactions between the hosts and their guests.

#261 | How Risk Investing Shapes Smarter Portfolios When Investing in Uncertainty (Wealth Decisions 2026) - Financial Literacy, Financial Advisors & Wealth
Q: What about gold and cryptocurrencies as hedges in this environment?
Gold and silver have historically been stores of value and may benefit from currency debasement and policy uncertainty, while crypto is expected to remain niche and not a universal hedge; diversify rather than chase a single asset class.
#261 | How Risk Investing Shapes Smarter Portfolios When Investing in Uncertainty (Wealth Decisions 2026) - Financial Literacy, Financial Advisors & Wealth
Q: What role do AI and technology play in investment decisions going forward?
AI is a productivity tool that enhances analysis and workflow but won't substitute the nuanced judgment of experienced investors; those who leverage AI will likely outperform those who don't.
#261 | How Risk Investing Shapes Smarter Portfolios When Investing in Uncertainty (Wealth Decisions 2026) - Financial Literacy, Financial Advisors & Wealth
Q: What are your thoughts on how people should invest in 2026 given geopolitical uncertainty?
Stay calm, keep a long-term horizon, and avoid overreacting to short-term noise; diversify, be selective with exposures, and look for investments with solid fundamentals that can grow into their valuations over time.
#259 | Why Financial Stress Is Rising for Canadians (And How Financial Planning Can Fix It) - Financial Literacy, Financial Advisors & Wealth
Q: How should listeners approach financial decisions to avoid regret?
Ask-informed questions, ensure the advisor understands their goals, and consider how the recommended actions align with long-term objectives before saying yes.
#259 | Why Financial Stress Is Rising for Canadians (And How Financial Planning Can Fix It) - Financial Literacy, Financial Advisors & Wealth
Q: Why is advice shown to reduce stress in the FP Canada findings?
Because having a clear plan and an advisor provides familiar terrain and guidance in turbulent times, which lowers uncertainty and increases confidence in decisions.

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?

A finance-focused show that challenges traditional investing wisdom by exploring how biases, demographics, and macro shifts impact wealth decisions. Across recent episodes, the conversations span holistic financial planning, the role of private markets and alternative assets, inflationary environments, real estate debt, mortgage investing, energy economics, and gender gaps in retirement planning. Listeners are likely finance professionals and serious individual investors who want practical, forward-looking guidance to improve decision-making in a changing world, with actionable takeaways on asset allocation, risk management, and portfolio resilience. A notable strength is bringing experienced practitioners—from CFPs and portfolio managers t... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

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

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this podcast launched a year ago and published 231 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. Jonathan Needham
2. Hugh Massie
3. Tom Czitron
4. Benjamin Sinclair
5. Mark Kamstra
6. Goutham Gopalakrishna
7. Jill Aitken
8. Jim Reed

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