Shows
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#193 | Why Donald Trump's Tariffs Could Reshape Your Portfolio Strategy This YearAre you underestimating the real impact of Donald Trump’s looming tariffs on your portfolio?With the August 1st deadline approaching fast, the uncertainty around whether tariffs will actually be imposed—and how markets will react—is growing by the day. In this episode, journalist Diane Francis joins the conversation to unpack what might happen if Trump follows through, and what that could mean for your financial strategy.You’ll learn:Why August 1st could become a pivotal moment for global trade and your investmentsHow to build a decision tree for your portfolio in uncertai...2025-07-2805 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#192 | How Tariffs, Wars & Weak Leadership Are Rewiring Global Power DynamicsAre you prepared for what global politics and economics are about to throw at you?In this episode, journalist and geopolitical analyst Diane Francis unpacks the ripple effects of U.S. tariffs, Canada’s recession risk, and the future of Ukraine—offering a sharp, economics-first lens on international power struggles.With 50 years of reporting experience across world capitals, Diane shares blunt, deeply informed insights on how global decision-making is being reshaped in real time.What you’ll learn in this episode:Why understanding geoeconomics is more critical than ever for investors and citize...2025-07-2425 min
A Canadian Investing in the U.S. with Glen SutherlandEP378 Phychological Vices that Keep Most People Repeating Bad Wealth Decisions w John De GoeyIn this episode, Glen Sutherland talks with financial advisor and author John De Goey about how common behavioral biases—like confirmation bias, loss aversion, and overconfidence—can quietly influence our money choices. John shares real-life examples and practical tips to help investors become more self-aware and make smarter financial decisions.
Learn how your mindset might be shaping your financial future more than you realize.2025-07-2426 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#191 | How Portfolio Managers Actually Make Wealth Decisions—And What You Can Learn From ThemEver wonder how professional portfolio managers actually make wealth decisions on your behalf?In this episode, we sit down with Onno Rutten, portfolio manager at MacKenzie Investments, to explore what it really takes to navigate today’s changing investment landscape—especially when it comes to resources, deglobalization, and niche market strategy.You’ll learn:Why recency bias is holding back most advisors—and what smart managers do insteadHow global changes like tariffs and reshoring are reshaping wealth strategyWhen active investing might be the better move, especially in niche sectors like resourcesTo visit Jo...2025-07-2105 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#190 | How To Make Smarter Wealth Decisions by Thinking Like a Resources Portfolio ManagerAre your wealth decisions based on reality—or outdated assumptions?Most investors stick with traditional strategies like 60/40 portfolios or chase headlines, but today’s markets—especially in resources—demand something far more nuanced.In this episode, we go inside the mind and process of Onno Rutten, Vice President and Portfolio Manager at MacKenzie Investments, who manages mutual funds and ETFs focused on the resource sector. He breaks down the macro forces reshaping the global economy and how disciplined portfolio management adapts to those changes.You’ll learn:Why sustainable free cash flow is the ult...2025-07-1725 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#189 | Should You Invest in Music Royalties If You’re Seeking Stable Alternative Assets?Have you ever considered music royalties as part of your investment portfolio?Most investors stick to the usual suspects—stocks, bonds, mutual funds—because that’s what they know. But what if you’re missing out on a high-performing, low-volatility income stream that’s been hiding in plain sight?In this episode, we dive into music royalties as a powerful and underutilized alternative asset. You’ll learn how this stable income source can improve risk-adjusted returns and why it could be the smartest wealth decision you make this year.Here’s what you’ll discover:...2025-07-1405 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#188 | Should You Add Music Royalties To Your Investment Strategy If You're Seeking Reliable Passive Income?Are you really diversified — or just following outdated portfolio models?If you've never considered music royalties as part of your investment strategy, you're not alone — but you're likely missing out. In this episode, John talks with David Vankka, President and CFO at ICM Asset Management and lead manager of the Crescendo Music Royalty Fund. They explore how this niche asset class delivers surprising stability and strong, uncorrelated returns.In this episode, you’ll discover:How music royalties work — and how you can earn steady income from them.Why streaming trends and catalog deals are changing...2025-07-1024 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#187 | Why Financial Advice Must Reach Underserved Communities NowWho really gets access to good financial advice — and who’s left behind?Financial resilience shouldn't be a privilege. In this episode, we explore how underserved and underrepresented communities — from LGBTQ+ individuals to visible minorities — are often excluded from the guidance they need most.You’ll discover:Why traditional financial systems overlook the people who need them mostHow organizations like CAFE are bridging the advice gap for underserved communitiesWhat financial advice really means when your background didn’t include wealth or securityListen now to learn how we can all support better wealth decis...2025-07-0703 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix ItAre you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers?This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Association for Financial Empowerment), to discuss how trauma-informed, inclusive financial education is changing lives—and saving them.CAFE isn’t just an organization; it’s a movement grounded in equity, social responsibility, and access. With stories that range from systemic reform to saving lives through counseling, William...2025-07-0321 min
Behind the AdviceJohn De Goey is questioning long-held beliefs within the financial services industryIn the first episode of season two, Brenda speaks with John De Goey, a well-known advisor and author who isn't afraid to question industry norms. John's bold ideas and critical perspective have set him apart from most of his peers in the financial services world. With books like "The Professional Financial Advisor" and "Stand Up to the Financial Services Industry," he pushes for changes that better serve investors.
John talks about his upbringing on a southwestern Ontario farm, explains why he thinks advisors paint an overly optimistic picture of the market, and outlines what red flags to look out for...2025-06-1828 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#181 | How One Organization Is Making Financial Planning Accessible—And How You Can HelpWho gets real financial advice—and who gets left behind?In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to quality advice for underserved communities.You’ll learn:How the CFFP is mobilizing certified financial planners across Canada to offer pro bono advice.Why basic financial education—from credit cards to budgeting—is still out of reach for many.Wha...2025-06-1604 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#180 | How Carolyn Fallis Is Changing Wealth Decisions in Underserved Communities With Financial PlanningAre wealth decisions only for the wealthy?What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP).Financial resilience isn't about having more—it's about knowing more.John welcomes Carolyn Fallis, Chair of the CFFP, to discuss how this new charity is bringing qualified, pro bono financial planning to underserved communities across Canada—starting with newcomers and expanding into wider DEI groups. If you've...2025-06-1216 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#179 | Think Wealth Comes From Investing? Why Networking Might Matter MoreIs investing the best way to build wealth—or is there something more powerful?This week, we unpack a different perspective: how networking—not just investing—can have the greatest long-term impact on your wealth, career, and life. Inspired by The Ripple Effect by David Tsubouchi, this episode looks at how meaningful relationships, community service, and helping others can open doors money alone can’t.Here’s what you’ll take away from this episode:Discover why wealth is built through people, not just portfoliosLearn how to start networking—even if you're introverted or unsure where t...2025-06-0904 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#177 | How David Tsubouchi Built a Powerful Career Through Integrity-Driven NetworkingIs your networking strategy helping—or quietly holding back—your wealth and purpose?In this episode, former cabinet minister and author David Tsubouchi reveals why integrity-based networking is more powerful than any LinkedIn strategy or business card blitz. Drawing from his new book The Ripple Effect, he shares how real relationships—not transactions—drive real success.This isn’t just about climbing the ladder. It’s about who climbs with you.You’ll learn:Why integrity and culture matter more than quantity when building your networkHow to improve your wealth decisions by surrounding yo...2025-06-0528 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#176 | What Most Investors Don’t Know About Adding Private Real Estate to Their PortfoliosAre you still thinking of real estate as only something you own physically?If so, you might be missing out on one of the most powerful—and underutilized—tools for building a better investment portfolio: private real estate. In this episode, we break down how institutions and hedge funds have been using it for decades, and how you can access it with as little as $20,000.In this episode, you’ll learn:Why private real estate could be your portfolio’s best diversifier in 2025.How real estate compares to stocks and bonds in risk, return, and vola...2025-06-0204 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#175 | Why Private Real Estate Is a Game-Changer for Your Wealth DecisionsAre your investments actually working for you—or just following the herd?If you’ve ever dismissed private real estate or alternative investments as “too complex” or “illiquid,” you might be leaving serious returns on the table.In this episode, Jason Jogia—CIO and co-founder of Avenue Living—shares how his firm built an $8 billion real estate portfolio by leveraging vertical integration, accessing new capital markets, and choosing markets that most investors ignore. We dig deep into the critical differences between public vs. private real estate, and how the best wealth decisions often come from what most people...2025-05-2923 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#174 | Can You Trust Your Financial Advisor? The Hidden Danger of Disinformation in FinanceDo you really know if your financial advisor is giving you facts—or just repeating lies they believe are true?In this episode, we break down the essential difference between misinformation and disinformation, and how both are deeply embedded in the Canadian financial services industry. Drawing on a conversation with a veteran media journalist and supported by academic research, we explore how misguided beliefs are perpetuated by advisors who often don’t realize they’re spreading untruths—and why that should alarm every investor.You’ll learn:The clear distinction between misinformation and disinformation—and why inte...2025-05-2606 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#173 | Why You’re Missing the Bigger Picture on Journalism & Disinformation—Steve Paikin Weighs In - Financial Literacy, Financial Advisors & WealthIs modern journalism helping or hurting your ability to make informed decisions?Legendary Canadian broadcaster Steve Paikin joins the conversation to explore the shifting role of journalism in an era defined by disinformation, industry complacency, and political volatility. From moderating federal debates to closing out The Agenda, Steve reflects on the integrity of his craft—and what happens when misinformation becomes the norm.You’ll hear:How Steve defines the real difference between misinformation vs. disinformation—and why it mattersThe one mistake most media and financial professionals are still making about public trustWhy “tough but fair...2025-05-2227 min
Wealth WitchesHow Biases Shape Your Money Decisions with John De GoeyIn this episode of the Wealth Witches Podcast, Katelyn sits down with portfolio manager and author John De Goey to unpack one of the most overlooked factors in personal finance: cognitive bias.From optimism bias and confirmation bias to recency bias and emotional decision-making, John breaks down how our brains often sabotage our money moves, especially during periods of economic and political uncertainty.Drawing from his book, John shares how many investors falsely believe they’re the exception to risk, why that can lead to poor decisions, and what we can do to recognize and co...2025-05-1937 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#172 | Why Most Wealth Decisions Fail Without Historical Context—And How To Fix ThatDo you base your investment decisions on today’s headlines — or centuries of history?If you’re making wealth decisions without reflecting on capital market history, you could be flying blind. In this episode, we explore why understanding the past—like Japan’s 33-year market recovery and the stagflation of the 1970s—should shape how you invest during today’s volatile economy.You’ll learn:How past recessions and recoveries can sharpen your future investment strategyWhy valuation context matters more than short-term panicThe behavioral finance insight that can keep you grounded when markets shakeStart inv...2025-05-1904 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#171 | Why You Need a Resilient Portfolio Strategy To Navigate Behavioral Bias in Finance - Financial Literacy, Financial Advisors & WealthAre your portfolios actually protecting clients—or just following outdated advice?Despite advancements in behavioral finance, most advisors still follow legacy strategies that ignore how real investors actually behave under stress. In this episode, Philip Toews joins us to challenge the conventional 60/40 portfolio and offer a behaviorally informed alternative that can help investors stay resilient through economic shocks.You’ll discover:How to reframe portfolio construction starting with investor psychology—not historical assumptions.Why behavioral coaching must happen before the crisis, and how to structure it.What makes hedged equities and adaptive bond strategies a smar...2025-05-1526 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#170 | Stop Telling Rational Lies: The Real Reason Your Wealth Isn’t Growing - Financial Literacy, Financial Advisors & WealthAre your financial decisions really smart—or just emotionally comfortable?In this episode, we explore the surprising ways we deceive ourselves when it comes to money, investing, and decision-making. Inspired by a conversation with author Mark Robinson, we dive deep into the psychology behind self-sabotage in wealth-building.You’ll learn:Why overconfidence and ego-protection lead to poor financial outcomes.How to identify the rational lies you tell yourself—and stop repeating costly mistakes.A better framework for making purposeful, clear-headed wealth decisions.💸 If you're serious about building real wealth, it starts by telling y...2025-05-1203 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#169 | Why Your Ego Is Sabotaging Your Financial Decisions Without You Realizing It - Financial Literacy, Financial Advisors & WealthAre your financial decisions based on facts—or ego?In this hard-hitting conversation with Mark Robinson (a.k.a. The “Shitty Leadership Guide”), we unpack how our self-deception, optimism bias, and avoidance of uncomfortable truths undermine our ability to lead, invest, and grow wisely.Whether you're a financial advisor, business leader, or just someone trying to make smarter decisions, this episode reveals how ego distorts your sense of realism—and how to shift back into clarity.In this episode, you’ll discover:Why optimism bias leads people to ignore risk and cling to illusio...2025-05-0826 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#167 | Are You Missing Out on Structured Notes in Your Finance Plan? Here's What to Know - Financial Literacy, Financial Advisors & WealthDo you really understand structured notes—or are you missing out on one of finance’s most flexible tools?Structured notes have exploded in popularity, yet remain misunderstood by many investors. This episode breaks down how they work, why they’re so adaptable, and how they help balance risk and return in volatile markets.In this conversation with Matthew Thomas, Director at National Bank Financial, you'll learn:How structured notes blend equity upside with downside protection for modern investorsThe key trade-offs—especially tax treatment—and where to use these products most effectivelyWhy structured notes may help m...2025-05-0115 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#166 | How Your Choice of Spouse Determines Your Wealth (And What To Do If It Falls Apart) - Financial Literacy, Financial Advisors & WealthIs marriage really a wealth decision — or just a romantic one?In today’s episode, you'll uncover the uncomfortable truth about how who you marry shapes your financial future — and why using a mediator, not a courtroom, is critical if things go wrong.If you’ve never thought about marriage as one of your biggest wealth decisions, you’re not alone — but this episode will give you the perspective (and tools) you need to protect yourself. We break down why proactive planning beats painful surprises every time.You’ll discover:How marriage impacts your w...2025-04-2804 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#165 | How Mediation Saves You From Financial Disaster in Divorce – According to a Veteran Expert - Financial Literacy, Financial Advisors & WealthWhat’s the real cost of divorce—emotionally and financially?If you’re married—or thinking about getting divorced—you might be missing the most important financial decision of your life: how you exit the relationship. This episode dives deep into how mediation can protect your wealth and minimize emotional chaos, especially when marriage ends.It’s easy to get swept into expensive court battles, but the truth is: most couples don’t need them.Divorce mediator Tom Davis shares how the wrong decisions early on can lead to unnecessary financial loss, extended legal battles...2025-04-2425 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#164 | How To Level Up Your Financial Literacy By Rethinking Your Wealth Decisions - Financial Literacy, Financial Advisors & WealthDo you really know why you’re making the financial decisions you make?Whether you’re a financial advisor or someone trying to grow long-term wealth, understanding how you make decisions is just as important as the decisions themselves.In this thought-provoking episode, host John De Goey sits down with global finance executive Warren Collier to unpack how our mental shortcuts, cognitive biases, and default behaviors are quietly shaping our financial outcomes — often in the wrong direction.In this episode, you’ll discover:Why “thinking about how you think” is a critical skill for fi...2025-04-2103 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#163 | Finance Pros Can Make Better Wealth Decisions, Too - Financial Literacy, Financial Advisors & WealthHave you ever stopped to ask yourself why you’re making the financial decisions you are or whether they’re even yours to begin with?Most of us like to believe we’re rational investors, but the truth is, 90–95% of our daily decisions are made unconsciously shaped by hidden patterns, personal history, and emotional biases. In a world of rising rates, global uncertainty, and complex investment choices, blindly following these internal scripts could be quietly sabotaging your financial future.In this episode, you’ll discover:1) Why understanding your own subconscious patterns is the sec...2025-04-1727 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#162 | Are You Ignoring Insurance In Your Business Wealth Planning Strategy? - Financial Literacy, Financial Advisors & WealthHave you ever wondered how wealthy business owners legally grow their wealth without paying huge personal taxes?If you're a small business owner or incorporated professional, you’ve likely been told to invest or save but rarely to use insurance as a strategic financial tool. This episode dives into a powerful, often-overlooked method that could help you protect your assets, plan your retirement, and access capital while minimizing taxes.In this episode, you will:1) Discover how overfunded permanent life insurance can act as a tax-efficient savings strategy within your corporation....2025-04-1403 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#161 | Insurance Can Help Build Wealth - Financial Literacy, Financial Advisors & WealthWhat if your life insurance policy could double as a powerful, tax-advantaged investment tool without locking up your cash?If you're a business owner, investor, or high-income earner sitting on idle cash or looking for smarter ways to preserve wealth and create optionality, this episode will show you how a properly designed whole life insurance policy can do a lot more than just provide a death benefit. It could be the missing piece in your wealth strategy that gives you liquidity, tax efficiency, and long-term leverage.In this episode, you will:1...2025-04-1027 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#160 | How Could New U.S. Tariffs Could Reshape Your Investment Strategy? - Financial Literacy, Financial Advisors & WealthWhat if the world's largest economy just rewrote the rules of global trade overnight would your investments survive the fallout?Whether you're a seasoned investor or just trying to protect your savings, the sudden imposition of sweeping U.S. tariffs has triggered a seismic shift in global markets, alliances, and economic stability directly impacting your portfolio in ways you may not have imagined.In this episode, you will:1) Discover how these new tariffs signal a deeper geopolitical strategy that could permanently alter investment fundamentals.2) Understand which asset classes are most vulnerable—an...2025-04-0705 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#159 | How will Trump's Tariff's Affect Your Finances? - Financial Literacy, Financial Advisors & WealthAre tariffs the start of a trade war or a signal that the global economy as we know it is fracturing?If you're trying to make smart wealth decisions right now, you must understand how the new U.S. tariffs especially those hitting Canada could radically reshape everything from your portfolio’s performance to global currency values. This episode unpacks why we're not just seeing a trade dispute, but a poly crisis that could blindside even seasoned investors.In this episode, you will:1) Gain insider insight from one of North America’s to...2025-04-0332 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#158 | Navigating Financial Blind Spots To Improve Decision Making - Financial Literacy, Financial Advisors & WealthDid you know that financial advisors rely on a specialized press to stay ahead of industry changes and provide the best advice to their clients?While much focus is placed on consumer financial literacy, there’s an equally important side to the equation how advisors educate themselves to make better wealth decisions on your behalf. With shifting markets, evolving regulations, and new financial products emerging, staying informed is essential for professionals guiding your investments.In this episode, you’ll learn:1) How financial journalism tailored for advisors helps them make better recommendations.2025-03-3104 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#157 | How the Financial Press Can Guide You Towards Smarter Wealth Decisions & Investments - Financial Literacy, Financial Advisors & WealthEver wonder who decides which financial headlines you see and which ones you don’t?If you're relying on financial media to stay informed, you might be getting only part of the picture.This episode dives deep into how trade media and consumer media shape your view of markets, regulations, and risk and why understanding who they're speaking to matters more than ever in a volatile economy.In this episode, you will:1) Learn the key differences between consumer financial journalism and advisor-focused trade media and how it impacts the advice you re...2025-03-2728 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#156 | How The Best Advisors Up Their Game By Working With Consultants - Financial Literacy, Financial Advisors & WealthWho teaches the financial advisors giving you advice? Have you ever wondered how they stay ahead in an ever-changing financial landscape?Financial advisors help clients navigate complex financial decisions, but they don’t do it alone. Behind the scenes, financial consultants provide crucial insights, helping advisors refine their strategies, solve recurring client problems, and stay competitive.In this episode, you will:1) Discover how financial consultants shape the advice your advisor gives you.2) Learn why strategic decision-making is essential for financial advisors to serve clients effectively.3) Un...2025-03-2404 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#155 | How Do Consultants Help People To Make Better Wealth Decisions? - Financial Literacy, Financial Advisors & WealthHave you ever wondered how your social circles and online communities influence your financial decisions—without you even realizing it?In a world where personal connections are shifting post-COVID, many investors are unknowingly making decisions based on advice from online communities rather than trusted financial experts.This episode dives into a ground breaking study on how social influence, gender dynamics, and trust impact the way we manage money.In this episode, you will:1) Discover how online communities are shaping financial decisions—often leading to risky behavior.2) Understand why women inve...2025-03-2024 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & WealthHow do you align your investments with your values while navigating unexpected global economic shifts?With new tariffs from the U.S. and a newly elected Prime Minister in Canada, investors are facing heightened uncertainty. Should you adapt your investment strategy to these changes, or stay the course with your existing approach? This episode explores the balance between personal values, market risks, and strategic adjustments in today’s financial landscape.In this episode, you will:1) Discover how to align your investments with your values without compromising returns.2) Le...2025-03-1705 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & WealthWhat if your investments could do more than just make money—what if they could also shape the kind of world you want to live in?Many investors struggle with aligning their portfolios with their personal values, especially in a world of financial uncertainty, global tensions, and rising economic instability. This episode dives into how you can balance financial returns with ethical and sustainable investing.In this episode, you will:1) Understand the difference between ESG investing, socially responsible investing, and impact investing—and how they impact your portfolio.2) Learn how...2025-03-1327 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#152 | Why You Absolutely Need Hard Assets To Improve Risk-Adjusted Returns With The New Reality of InvestingAre you prepared for the new economic reality, or are you still making investment decisions based on a world that no longer exists?For over 40 years, investors have benefited from falling interest rates, globalization, and economic tailwinds. But now, with rising geopolitical tensions, persistent inflation, and a shift in market dynamics, the game has changed. If you're still relying on outdated strategies, your wealth could be at risk.In this episode, you will:1) Understand why higher interest rates and inflation require a shift in your investment approach.2...2025-03-1006 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#151 | Why Traditional Investing Strategies May Fail in Today’s Inflationary EraHave you adjusted your portfolio for the new inflationary reality we’re living in? Are you still investing as if the last 40 years of low inflation and globalization haven’t changed?Inflation isn’t going away anytime soon. Rising global tensions, reshoring, AI investments, and increased defence spending are reshaping the economic landscape. In this episode, we explore how these shifts impact your investments and why traditional asset allocation strategies may no longer work in this new era.In this episode, you will:1) Discover why inflation is likely to remain...2025-03-0626 min
Modern Investing PodcastJohn De Goey on Bullshift, Bias, and the Case for Alternative Investing | Modern Investing PodcastMessage the HostIn this episode, we sit down with John De Goey, portfolio manager at Design Wealth Management and author of Bullshift, to unpack how investors can navigate today’s financial turbulence through evidence-based decision-making and strategic diversification.John shares his post-2008 pivot to discretionary portfolio management and explains why removing emotion from financial planning is critical in an era defined by market overvaluation and hype. He dives deep into the psychology of investing—particularly the dangers of optimism bias and overconfidence—and how these tendencies lead investors astray. Drawing insights from his three books...2025-02-2136 min
The Alternative Investing AdvantageEpisode 146: Navigating Investment Suitability with John De GoeyIn this episode of the AIA podcast, host Alex Perny welcomes John De Goey for a discussion on investment suitability.
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https://www.instagram.com/Advant...2025-01-2253 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 123 - How Political Shifts Shape the Market And How to Stay Ahead : Financial Literacy, Financial Advisors & WealthHave you ever wondered how election outcomes impact your investments and the economy—and what you can do to stay ahead of the curve?In this episode of Make Better Wealth Decisions, host John De Goey sits down with Chris McHaney, Vice President at Global X ETFs, to break down the aftermath of the recent U.S. election. If you’re concerned about how policies on tariffs, inflation, and interest rates might affect your financial future, this conversation offers clarity and actionable insights.By listening to this episode, you’ll learn:1) How po...2024-11-2825 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 120 - The Hidden Influence of AI on Financial Markets Are You Prepared? : Financial Literacy, Financial Advisors & WealthWith AI’s powerful entry into the financial world, many investors are re-evaluating their strategies to stay ahead of trends and avoid the herd mentality. Whether you're cautious or curious about AI's role in finance, understanding its impact could be the key to smarter investment decisions and capturing new opportunities.In this episode, you’ll learn:1) How major firms are leveraging AI to influence market trends.2) The risks and rewards of integrating AI into investment strategies.3) Tips on evaluating AI-driven options to strengthen your personal wealth strategy.2024-11-1802 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 119 - The Future of Investing: How AI Is Revolutionizing Wealth Management : Financial Literacy, Financial Advisors & WealthAre you tired of feeling like you’re in the dark when it comes to making smarter investment choices?If you're frustrated with the confusing world of Wall Street or feel like traditional investment advice just doesn’t cut it, this episode is for you. We’re diving into the world of artificial intelligence with George Kailas, CEO of Prospero.ai, to reveal how AI can empower retail investors like you to make informed and strategic financial decisions previously accessible only to industry insiders.In this episode, you will:1) D...2024-11-1428 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 118 - Stop Overpaying Taxes — Here’s What Smart Investors Do Differently : Financial Literacy, Financial Advisors & WealthAre you looking to make the most of your investments while keeping your tax bill as low as possible?Many investors are unaware of tax-saving opportunities and often miss out on valuable deductions.In this episode, we explore how strategies like investing in flow-through shares and limited partnerships can offer significant tax relief, even if you're not an accredited investor, so you can make better, more informed wealth decisions as the year wraps up.In this episode, you’ll gain insights on:1) How flow-through shares can help reduce yo...2024-11-1103 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 117 - How Flow-Through Shares Can Save You Thousands on Taxes Each Year : Financial Literacy, Financial Advisors & WealthAre flow-through shares the smart investment choice that could be saving you thousands on taxes each year?For investors focused on lowering tax burdens while exploring charitable giving options, flow-through shares present a unique opportunity. This episode of Make Better Wealth Decisions dives into how flow-through shares work, why they offer advantages for tax savings, and how to assess if they’re right for your investment strategy.In this episode, you'll gain insights into:1) How flow-through shares work and why they offer substantial tax advantages for both individuals an...2024-11-0721 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 116 - Are Your Financial Strategies Outdated? How to Build Wealth Smarter : Financial Literacy, Financial Advisors & WealthAre outdated financial strategies and advisor biases holding you back from reaching your wealth potential?Many investors today face the challenge of navigating a financial industry that still promotes high-cost, actively managed funds over more effective, evidence-based investment strategies. In this episode, we dive into how you can avoid these pitfalls and make smarter, tax-efficient investment choices that build true wealth.In this episode, you will:1) Gain insights into how advisor biases and hidden fees could be impacting your financial success and what you can do about it.2024-11-0405 min
Freedom Finances ShowSpecial Guest John De Goey!Thank you for joining us with special guest John De Goey for episode 7 of the Freedom Finances Show. You can find John De Goey's book Bullshift on Amazon, and his podcast, Make Better Wealth Decisions is available on all major platforms.2024-11-0123 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 115 - The Hidden Forces Driving Your Investment Choices And How to Stay Ahead : Financial Literacy, Financial Advisors & WealthAre you investing with confidence, or could your advisor's hidden motivations be impacting your returns?With evolving trends in mutual funds and ETFs, many investors are questioning how financial advisors' incentives may affect the guidance they receive. In this episode, we delve into the complexities of advisor motivations, fund flows, and the future of passive vs. active management in Canada and the U.S. to help you make more informed wealth decisions.By tuning in, you’ll discover:1) how current investment trends impact the cost and effectiveness of mu...2024-10-3126 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 114 - Wealth Experts Agree on ONE Thing for Eldercare Decisions : Financial Literacy, Financial Advisors & WealthAre you prepared to navigate the financial and emotional complexities of eldercare for a loved one?As people live longer, families increasingly face tough choices around eldercare, often without sufficient planning or clarity. In this episode, you’ll learn essential steps to manage eldercare costs, protect family dynamics, and preserve your loved one’s dignity during a delicate time.In this episode, you will:1) Understand the financial and legal tools, like powers of attorney, that simplify eldercare decisions.2) Gain insights into how family meet...2024-10-2805 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 113 - The Seniors' Guide to Wealth Management Success : Financial Literacy, Financial Advisors & WealthAre you financially prepared for the rising costs of elder care? What happens when your loved ones need full-time care but no plan is in place?In this episode of Make Better Wealth Decisions, we dive into a critical topic many overlook—preparing for the financial and logistical challenges of elder care. With the growing aging population, families are often unprepared when faced with the reality of long-term care for parents or grandparents. Understanding the options and costs involved can help you make better decisions be...2024-10-2427 min
The Future-Ready AdvisorBreaking the Optimism Bias in Financial Advisory with John De GoeyIn this episode, host Sam Sivarajan interviews John De Goey, a wealth advisor and consumer advocate, discussing his journey in the financial advisory industry, the concept of optimism bias, and its implications for investors. They explore the role of financial advisors in managing client expectations, the importance of diversification, and the impact of technology on financial decision-making. John shares practical strategies for advisors to help clients navigate biases and make informed investment choices, emphasizing the need for critical thinking and evidence-based practices in the industry.takeawaysJohn De Goey's journey began in public service, leading to...2024-10-2247 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 112 - Financial Planning the Secret to Making SMART Wealth Decisions! : Financial Literacy, Financial Advisors & WealthAre you confident that your financial decisions are setting you up for long-term success, or are you missing crucial blind spots that could harm your wealth?Many people think financial planning is just about investments, but in reality, it involves so much more—like tax strategies, insurance, and family dynamics. This episode explores the comprehensive world of financial planning and how it can help you maximize your wealth while minimizing risks.In this episode, you’ll learn:1) The key differences between financial planning and selling fina...2024-10-2104 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 111 - Mutual Fund Sales Secrets That Will Make You Rethink Your Financial Plan : Financial Literacy, Financial Advisors & WealthHave you ever wondered if your financial planner is truly working for your best interests or just trying to sell you products?In this episode, we dive into a crucial distinction that affects your financial future—understanding the difference between comprehensive financial planning and mere product sales. If you've ever felt unsure about whether your investments are part of a bigger plan or just a sale, this episode will shed light on why it matters and how to ensure you're getting the financial advice you deserve.In this episode, you wi...2024-10-1727 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 110 - EXPERTS Reveal Decision Making Secrets You Never Knew : Financial Literacy, Financial Advisors & WealthIn today's complex world, financial decisions are often clouded by external distractions and uncertainties. But by focusing on what you can control, you can make informed, strategic choices. This episode helps you cut through the clutter and align your wealth decisions with your long-term goals, no matter the shifting landscape.By tuning in, you'll discover:1) How to filter out noise and make confident financial decisions based on what matters most.2) Practical strategies for building a flexible, long-term wealth plan that adapts to unexpected...2024-10-1404 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 109 - Leading Psychologist Spills Wealth Secrets Financial Advisors Don't Tell You : Financial Literacy, Financial Advisors & WealthAre you letting procrastination or uncertainty control your financial decisions?In today's unpredictable world, navigating financial markets and making confident money choices is more challenging than ever. This episode explores how emotions, procrastination, and behavioural finance impact your wealth-building decisions—and what you can do to take control.In this episode, you will:1) Learn how to overcome the psychological barriers, like procrastination, that can sabotage your financial goals.2) Discover actionable strategies to make better investment decisions, even in times of uncertainty.3 Ga...2024-10-1022 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 108 - Concrete Examples Of Non-Investment Decisions Around Wealth & Financial Literacy : Financial Literacy, Financial Advisors & WealthAre you making wealth decisions based solely on investments without considering the bigger picture?Many people focus only on investing when it comes to managing their wealth, overlooking other critical factors like taxes, estate planning, and insurance. In this episode, we explore how these overlooked areas can have a bigger impact on your long-term financial success than picking the right stocks or mutual funds.In this episode, you will:1) Learn why asset location might not matter as much for taxes in 2024, but how to optimize...2024-10-0707 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 107 - Investing Secrets Nobody Tells You About : Financial Literacy, Financial Advisors & WealthAre you confident that you're making the best financial decisions for your future, or are you missing key factors that could impact your wealth?In this episode, we explore comprehensive financial planning beyond just investments. Whether it's ensuring you have the right insurance, maximizing tax efficiency, or preparing for generational wealth transfer, this conversation tackles the financial blind spots that many overlook, costing them long-term wealth.In this episode, you will:1) Learn how to integrate tax planning, estate planning, and insurance into a holistic financial...2024-10-0324 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 106 - Investment Decisions! Does This Hold the Key to Successful Wealth Accumulation? : Financial Literacy, Financial Advisors & WealthAre you maximizing your investment returns by taking advantage of factor investing strategy?In a world where investment decisions can feel overwhelming, understanding how to tailor your portfolio using factor investing can help you minimize risk while enhancing returns. If you're looking for a smarter way to invest, this episode will guide you through a crucial strategy that goes beyond traditional stock-picking or passive indexing.In this episode, you will:1) Learn how factor investing can improve your portfolio's performance while managing risk.2) Discover...2024-09-3005 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 105 - How factor investing gives you options for wealth management : Financial Literacy, Financial Advisors & WealthAre you missing out on smarter investment strategies by overlooking factor investing?In today’s volatile market, simply choosing growth or value stocks might not be enough to safeguard your portfolio. Factor investing offers a more strategic way to achieve better returns while managing risk. Whether you’re a seasoned investor or just starting out, understanding these strategies can be the key to maximizing your investments without taking unnecessary risks.In this episode, you will:1) Discover how factor investing can help...2024-09-2622 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 104 - Wealth decisions you need to make in preparing for retirement : Financial Literacy, Financial Advisors & WealthWorried that your financial advisor's blind spots might be hurting your investments? Are you missing out on key strategies that could improve your financial future?In today's complex financial landscape, it's easy to overlook critical factors that can make or break your investment success. This episode dives into the often-ignored strategies that can help you make smarter wealth decisions—ensuring you get the most out of your investments while minimizing taxes.In this episode, you will:1) Uncover why starting your in...2024-09-2306 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 103 - The Hidden Trap: Wealth managers and emotions : Financial Literacy, Financial Advisors & WealthDid you know that even high-powered investors like CFAs and cabinet ministers can fall into the same emotional traps as everyday people when the market takes a dive?This episode dives into the surprising ways emotional investing affects even the most seasoned professionals, and how those blind spots can impact your own investment strategy. Whether you’re a novice or a pro, understanding these common mistakes can help you avoid them in your financial journey.In this episode, you will:1) Discover the key emotional triggers that cause even th...2024-09-1925 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 102 - Wealth Management Hacks: Mastering Your Biases : Financial Literacy, Financial Advisors & WealthDo you know when you're most likely to make risky financial decisions and how it might be affecting your investments?If you're striving for better financial outcomes, understanding how unconscious biases impact your investment decisions is key. Most of us are unaware of how our habits, especially at the end of the week or month, influence our risk-taking. This episode uncovers the hidden patterns behind these behaviours and shows you how to turn them to your advantage.In this episode, you will:2024-09-1604 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 101 - Unconscious Optimism Bias & How Its Affects Your Wealth : Financial Literacy, Financial Advisors & WealthAre you unknowingly taking more financial risks at the end of the week or month? Research shows that you might be—without even realizing it.In this episode, we dive into the surprising ways your decision-making process changes at key points in time, such as the end of a week, month, or year. If you're an investor, understanding these psychological triggers could help you avoid unnecessary risks and optimize your wealth strategy.In this episode, you will:1) Learn how optimism bi...2024-09-1226 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 100 - The Keys to both Financial Literacy & Increasing Your Wealth : Financial Literacy, Financial Advisors & WealthHow often do we make financial decisions only to find ourselves straying from our goals or feeling uncertain about our choices? What if the real problem lies in the advice we're given?In this milestone 100th episode, we dive deep into the concept of the "implementation gap," revealing how even well-intentioned financial advice can miss the mark, leading to less than optimal outcomes.Whether you're managing your wealth solo or working with an advisor, understanding this gap is crucial for achieving your financial goals.2024-09-0904 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 99 - Make Better Wealth Decisions: What's The Key To Lasting Financial Happiness & Wealth Accumulation? : Financial Literacy, Financial Advisors & WealthHave you ever wondered why some financial plans, despite being meticulously crafted, end up collecting dust instead of leading to real action?This episode dives into the critical, often overlooked aspect of financial planning: keeping clients motivated and engaged throughout the process. If you're a financial advisor or someone who wants to ensure their financial plan is more than just numbers on paper, this discussion is directly relevant to you. Understanding these nuances can be the difference between a plan that gets shelved and one that truly works for you.2024-09-0526 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 98 - Make Better Wealth Decisions: Avoid Regrets: Why You Need a Will For Your Wealth & How Financial Advisors Help : Financial Literacy, Financial Advisors & WealthHave you ever thought about what would happen to your loved ones or your assets if something unexpected occurred? Are you sure your estate plan is truly protecting your wishes?Estate planning isn't just for the wealthy—it's an essential step for anyone who wants to ensure their family is cared for and their assets are distributed according to their wishes. Without proper planning, the government could make these decisions for you, potentially leaving your family in a difficult position.In this episode, you'll discover:...2024-09-0206 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 97 - Make Better Wealth Decisions: How to Laugh at Death in Taxes - Estate Planning Made Simple : Financial Literacy, Financial Advisors & WealthHave you ever wondered what would happen to your hard-earned assets if you weren’t around to manage them? Do you know who would make the crucial decisions on your behalf?Estate planning can feel overwhelming and even a bit morbid, but it’s a critical part of securing your financial legacy. In this episode, we dive into the steps you can take to ensure that your wishes are honoured, your loved ones are taken care of, and your assets are managed with the least amount of hassle. 2024-08-2926 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 96 - Make Better Wealth Decisions: Why Every Investor Needs a Pre-Mortem : Financial Literacy, Financial Advisors & WealthHave you ever made an investment decision without considering what could go wrong? What if there was a simple strategy to safeguard your portfolio from unexpected market turns?This episode dives into the concept of an investing pre-mortem—a proactive approach to financial planning that helps you anticipate potential pitfalls before they happen. In a world where markets can shift unpredictably, understanding how to prepare for the worst is key to long-term success.By tuning in, you will:1) Learn how to...2024-08-2605 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 95 - Make Better Wealth Decisions: Strategies for Navigating Market Volatility : Financial Literacy, Financial Advisors & WealthAre you ready to navigate the unpredictable waves of market volatility? What if your financial future depended on decisions you made today?In today’s world, market ups and downs are a given, but how well are you prepared to ride them out? Whether you’re an investor or a financial advisor, understanding the dynamics of volatility can be the key to protecting your wealth and sanity. This episode dives into the strategies and mindset shifts you need to stay ahead in uncertain times.2024-08-2225 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 94 - Make Better Wealth Decisions: The Power of Financial Commitment Contracts : Financial Literacy, Financial Advisors & WealthHave you ever wondered how a simple document could drastically improve your investment decisions and keep your emotions in check during market turbulence?In today’s fast-paced financial world, it’s easy to get caught up in the chaos and make hasty investment decisions that may not align with your long-term goals. This episode is tailored for those who want to bring order and clarity to their investment strategy, ensuring they stay true to their values and objectives regardless of market fluctuations.By tuning in, you’ll discover the concept of an...2024-08-1905 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 93 - Make Better Wealth Decisions: Mastering Your Emotions for Better Investing : Financial Literacy, Financial Advisors & WealthHave you ever wondered why two people with similar portfolios have drastically different reactions to market changes? What if the key to better investment outcomes isn't just about the numbers, but how you handle the emotions behind them?In today’s episode, we dive into a ground breaking approach to investing with Greg Davies, Head of Behavioral Innovation at Oxford Risk. If you’ve ever felt overwhelmed by market volatility or unsure about the best way to structure your investments, this conversation will show you how understanding your financial personality can...2024-08-1528 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 92 - "Make Better Wealth Decisions" - Recap From Exploring Financial Blind Spots with Jeff Rubin : Financial Literacy, Financial Advisors & WealthAre your investments truly secure in today’s volatile world? Have you considered how global geopolitical shifts could impact your financial future?In a rapidly changing world marked by rising inflation, geopolitical tensions, and climate disruptions, it's more important than ever to reassess your financial strategies. This episode dives into these critical issues and provides insights on how they could affect your investments and retirement plans.In this episode, you will:1) Understand how global geopolitical events, like the resurgence of Co...2024-08-1208 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 91 - What if understanding your advisor's blind spots could save you from costly investment mistakes? : Financial Literacy, Financial Advisors & WealthAre you tired of making financial decisions that don't quite hit the mark?In today's complex financial landscape, many investors are unknowingly affected by the hidden biases and blind spots of their financial advisors. This episode of "Make Better Wealth Decisions" explores how these unseen factors can harm your investments and offers strategies to achieve better financial outcomes by maximizing investments and minimizing taxes.In this episode, you will:1) Gain insights into the most common blind spots financial advisors have and how they can impact...2024-08-0824 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 90 - Are You Prepared For How The Shifting Economy Could Impact Your Investments & Financial Future? : Financial Literacy, Financial Advisors & WealthIn this episode, we explore the new economic landscape shaped by inflation, international sanctions, and shifting global power dynamics. Understanding these changes is crucial for making informed decisions about your investments and financial strategies.In this episode, you will:1) Learn how global economic shifts and inflation trends can affect your investment strategies.2) Discover actionable tips to protect and grow your wealth in a new bipolar world economy.3) Gain insights into how higher interest rates and production costs might influence your financial planning and lifestyle.2024-08-0506 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 89 - Is Your Financial Advisor Prepared For A World Where Economic Paradigms are Changing? : Financial Literacy, Financial Advisors & WealthAre your investments prepared for a world where global economies are drastically changing due to inflation, war, and sanctions?In today's rapidly shifting economic landscape, understanding the forces at play can mean the difference between securing your financial future and facing unexpected losses. This episode dives deep into how current geopolitical events are reshaping our world and impacting your wealth.In this episode, you will:1) Learn how global sanctions and geopolitical tensions are disrupting traditional economic models and what that means for your investments.2) Discover the long-term impacts...2024-08-0127 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 88 - We're Rebranding To Help You Make Better Wealth Decisions : Financial Literacy, Financial Advisors & WealthWe're rebranding! This short episode will tell you why and what to expect moving forward from Make Better Wealth Decisions. The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-2907 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 86 - Bullshift The Podcast : Financial Literacy, Financial Advisors & WealthA brief summary of this episodeThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-2600 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 85 - Strategies For Millennials facing unique challenges in Building Wealth : Financial Literacy, Financial Advisors & WealthHave you ever wondered why so many young investors are overly confident in their financial decisions, and how this might be impacting their wealth?If you're a millennial navigating the complexities of personal finance, this episode dives deep into the unique challenges and biases faced by your generation, and how to turn these potential pitfalls into opportunities for financial growth and stability. In this episode you'll:Understand the common behavioral biases that young investors face and how to overcome them.Learn about effective financial planning strategies, including the...2024-07-2529 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 84 Consumer protection and environmental protection. How the both relate to your wealth. : Financial Literacy, Financial Advisors & WealthDeconstructing Episode #74 With Burkhard MausbergThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-2204 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 83 How wealth can be impacted by corporate interests. Improving Advocacy through Literacy. : Financial Literacy, Financial Advisors & WealthHave you ever considered the similarities between financial consumer protection and environmental protection? These two seemingly disparate fields have a lot in common because they have to fight against well-funded industry players who represent corporate interests. Tune in to hear Burkhard Mausberg of the Greenbelt and the Small Change Fund weigh in on what a difference advocacy can make. Episode #74 With Burkhard MausbergThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make...2024-07-1725 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 82 Alternative investments and their role in wealth management : Financial Literacy, Financial Advisors & WealthDeconstructing Episode #73 Vikram RajagopalanThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-1505 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 81 Alternative investments are only starting to catch on with financial advisors. Why the lag? : Financial Literacy, Financial Advisors & WealthMany people are coming to realize that there may be benefits to using more alternative investments as part of their portfolio design. Pension funds have been using them for generations. Tune in to learn how alternatives can impact, risk, expected return and liquidity considerations. Episode #73 with Vikram RajagopalanThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-1026 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 80 How can a financial advisor help when the stock market fails? : Financial Literacy, Financial Advisors & WealthDeconstructing Episode #72 with Colleen JaconettiThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-0805 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 79 How can a financial advisor help preserve wealth and manage emotions when the stock market fails? : Financial Literacy, Financial Advisors & WealthEpisode #72 with Colleen JaconettiThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-0325 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 78 Quantifying the value of good financial advice. .. and a good financial advisor : Financial Literacy, Financial Advisors & WealthDeconstructing Episode #71 with Colleen JaconettiThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-07-0105 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 77 Get good financial advice from advisors rooted in evidence : Financial Literacy, Financial Advisors & WealthEpisode #71 With Colleen (Scheetz) JaconettiThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-06-2627 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 76 Finfluencers are all over the map. Be careful who you trust when making decisions about wealth. : Financial Literacy, Financial Advisors & WealthDeconstructing Episode #70 with Ryan Munson The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-06-2405 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 75 Finfluencers and their role in decision-making and wealth management : Financial Literacy, Financial Advisors & WealthEpisode #70 with Ryan MunsonThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-06-2023 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 74 Is financial literacy all its cracked up to be? : Financial Literacy, Financial Advisors & WealthDeconstructing episode #69 with Bruce Sellery.The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-06-1604 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 73 Who cares about financial literacy? What matters is financial behaviour! : Financial Literacy, Financial Advisors & WealthThis week’s guest, CEO, radio host, podcaster and author Bruce Sellery argues that it doesn’t matter what you KNOW, but what you DO that counts.Episode 69: Bruce SelleryThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-06-1226 minMake Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing WorldEp. 72 Have you done all you can regarding estate planning? Preserve your wealth. : Financial Literacy, Financial Advisors & WealthTips on simple estate planning stepsThe podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.2024-06-0905 min
Insight is Capital™ PodcastJohn De Goey - Investing ahead of unknown market risksJohn De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us to discuss and explore the current investment landscape and the choices available to investors. He highlights the importance of managing risk and staying on the short end of the yield curve, for time being where fixed income is concerned. We also delve into the topics of optimism and pessimism, with a focus on the potential challenges and uncertainties in the market. We talk about the shifts in real estate markets, particularly the shift happening that's favouring the US Sun Belt, and the potential impact of...2024-01-161h 24
The MoneySaver PodcastOptimism Bias with John De Goey, Investment Advisor and AuthorEllen Roseman speaks to John De Goey, Investment Advisor and author of his new book "Bullshift" about optimism bias that investors and advisors have and whether or not it introduces risk to our portfolios. 2024-01-0438 min
Insight is Capital™ PodcastJohn De Goey – Complacency, Optimism Bias & Investment RiskJohn De Goey, Senior Investment Advisor and Portfolio Manager at Wellington-Altus Private Wealth joined us for this episode to discuss dangers of complacency arising from the industy's optimism bias, as well as numerous others, threaten to derail the best laid plans of investment and financial planning and the finances of everyday investors. Our conversation covers a range of topics, including John's career in finance, his latest book "Bullshift: How Optimism Bias Threatens Your Finances," and the importance of addressing biases in investing. We also discuss the challenges of introducing new ideas in the financial services industry, the importance of...2023-03-271h 23
Mostly Money77: John De Goey explains how to "Standup to the financial services industry"Send us a textJohn De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. You can learn more about John and his book at https://standup.today/2019-08-0858 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaThe Value of ETFs Within Client Portfolios with John De GoeyEpisode Length: 18:13
Learn about:
· The evolving role of the financial advisor
· Changes to the wealth management industry
· Rising popularity of ETFs
· Current investor trends and socially responsible investing mandates
· Current investment themes
· Views on how age may play a factor to investment decisions
· Predictions on the future of the Canadian ETF industry
· Helpful tips for investors
Keynote Speaker: John De Goey, Portfolio Manager, Wellington-Altus Private Wealth Inc.
John is a portfolio manager at Wellington-Altus Private Wealth Inc. He is a C...2019-06-1418 min
The MoneySaver PodcastInterview with John De Goey, Portfolio ManagerIn the seventh edition of the MoneySaver Podcast, we chat with John De Goey, Portfolio Manager, Author of four books, Canadian MoneySaver contributor and frequent Business News Network. We talk about embedded compensations, regulatory reform, ETFs and portfolio management. Getting to Know John De Goey: Questions Covered 1.28 What questions should ask when I am looking for in a good financial advisor? 6:22 What do you think about setting future expectations on portfolio performance based on past performance? 10:38 Do you think that a call from your manager/advisor is necessary when the...2018-07-2340 minMostly Money60: John De Goey discusses "Professional Financial Advisors"Send us a textJohn De Goey, a portfolio manager with Industrial Alliance Securities, is back to talk about the latest edition of his book, The Professional Financial Advisor IV. Topics include: what to look for in a financial advisor, what questions to ask them, should commissions be embedded, and more.2017-08-271h 37