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)

Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protect your wealth with hard assets in a stagflationary economy. 3. Adapt wisely to avoid outdated investment principles. Tune in every Thursday where you’ll hear thought leader, author and portfolio manager John De Goey interviews financial experts about industry trends and thinking. Every Tuesday thereafter, he releases a short primer episode that provides context to make sure you understand what it all means and what you can do to help yourself. If you're ready to Make Better Wealth Decisions, hit play on recent fan favorite episode #147 with Tom Czitron that deals with valuations, bubbles, and the finance industry's overall lack of preparedness in 2025.

  1. 1d ago

    #295 | John Rapley Explains Why Investing Success Depends on Understanding Inflation & Market Volatility - Financial Literacy, Financial Advisors & Wealth

    Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Could the biggest risks to your portfolio be hiding in today's headlines instead of the stock market? From conflict in the Middle East to rising government debt, stubborn inflation, and growing questions surrounding AI-driven market valuations, today's macroeconomic environment is creating challenges that many investors aren't fully considering. In this episode, John Rapley, contributing columnist for The Globe and Mail, explains how geopolitics, monetary policy, energy markets, and global economic shifts could shape investing opportunities and risks over the coming years. You'll discover: Why inflation may remain higher for longer—and what that could mean for interest rates, bonds, and your investment portfolio.How geopolitical events, energy markets, and government debt can create market volatility that investors should prepare for.Why emerging markets may offer compelling long-term investing opportunities as global economic leadership continues to shift. If you want a clearer understanding of how today's biggest global events could influence your investing decisions tomorrow, this episode will help you connect the dots before the next wave of market volatility arrives. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

  2. 3d ago

    #294 | Why You Need a Resilient Portfolio to Make Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth

    Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking. Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Are you making wealth decisions that will strengthen your portfolio—or weaken it the next time markets turn volatile? Successful investing isn't about predicting the next market move. It's about following a disciplined framework that helps you make better wealth decisions regardless of what the markets are doing. In this episode, you'll learn five practical strategies that can help build a more resilient portfolio, reduce emotional decision-making, and improve your long-term investing outcomes. By listening, you'll discover: How to create a disciplined investing plan that keeps emotions from driving your wealth decisions.Why market volatility can become one of the greatest opportunities to strengthen your portfolio when approached strategically.How rebalancing, tax-loss harvesting, and professional portfolio management can improve long-term investing results and resilience. Listen now to discover a practical framework that can help you make more confident wealth decisions, strengthen your investing strategy, and build a portfolio designed to weather any market environment. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

  3. Jul 16

    #293 | Should You Add Alternative Investments to Your Portfolio? The Future of Portfolio Management with James Burron - Financial Literacy, Financial Advisors & Wealth

    Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Can individual investors benefit from the same investment strategies used by Canada's largest pension funds? Alternative investments are no longer reserved for institutions and ultra-high-net-worth investors. As access continues to expand, understanding how these assets fit into a well-designed portfolio has become increasingly important. In this episode, James Burron, Founder of the Canadian Association of Alternative Strategies and Assets (CAASA), shares why alternative investments have become a cornerstone of institutional portfolio management, how Canada's globally recognized Maple Model has delivered long-term success, and what everyday investors should consider before incorporating alternative assets into their own investment strategy. In this episode, you'll learn:Why alternative investments are becoming more accessible and how the democratization of private markets and liquid alternatives is changing the investment landscape for retail investors.How Canada's Maple Model differs from traditional investing and why pension funds use alternative assets to improve diversification, reduce portfolio risk, and pursue more consistent long-term returns.What role alternative investments should play in your portfolio including the benefits, trade-offs, liquidity considerations, and why working with an experienced advisor can help you make better long-term wealth decisions. Whether you're curious about private equity, hedge fund strategies, liquid alternatives, or simply want to build a more resilient portfolio, this conversation provides practical insights into how institutional investing principles can help inform your own financial future. Tune in to discover how alternative investments can strengthen your portfolio management strategy and help you make better wealth decisions over the long term. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

  4. Jul 9

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

    Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Can living longer become one of the biggest financial risks you'll ever face? Most people spend decades learning how to build wealth, but very few prepare for the far more complex challenge of managing it throughout a longer life. In this episode, Chris Heye, founder and CEO of Whealthcare Solutions, Inc. and Whealthcare Planning LLC, explains why longevity risk is one of the most overlooked threats in retirement planning, and how simplifying your financial life can lead to better wealth decisions as cognitive and healthcare challenges become more likely. You'll discover: How to simplify your finances today to reduce costly mistakes later in retirement.Why building a trusted financial wellness team and having the right legal documents can protect your wealth and your family.How smarter decision-making—not just better investing—can improve retirement outcomes as you age. Listen now to learn practical strategies that can help you make better wealth decisions, protect your future, and confidently navigate the realities of longevity risk throughout retirement planning. Visit Whealthcare Planning: https://whealthcareplan.com/ John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

  5. Jul 7

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

    Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Are your financial decisions really rational, or are hidden psychological biases quietly shaping every choice you make? Most of us believe we're logical when it comes to money, investing, and everyday decisions. But behavioral finance research tells a different story. In this episode, we explore two of the most influential books in the field—Predictably Irrational by Dan Ariely and Misbehaving by Nobel Prize winner Richard Thaler—and uncover why understanding human behavior is essential if you want to make better wealth decisions. By listening, you'll discover: How behavioral finance explains the predictable mistakes we all make when managing money and making important life decisions.Why concepts like heuristics and cognitive biases can create costly blind spots—and how recognizing them can improve your judgment.Why Predictably Irrational and Misbehaving are two of the best summer reads for anyone who wants to make better wealth decisions while gaining practical insights into human behavior. If you're looking for engaging, thought-provoking books that can help you understand yourself, improve your financial decision-making, and make better wealth decisions, this episode is the perfect place to start. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

  6. Jul 2

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

    Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Will higher interest rates keep holding back Canadian real estate, or are investors looking at the market the wrong way? If you're trying to navigate today's uncertain economy, understanding the bigger picture has never been more important. In this episode, Chief Economist Carl Gomez shares his outlook on Canadian real estate, interest rates, demographics, the Canadian dollar, and the economic forces shaping wealth building through the rest of 2026. Rather than reacting to headlines, you'll learn how long-term fundamentals can help you make smarter investment decisions. In this episode, you'll discover: Why interest rates may remain higher for longer and what that means for mortgages, housing affordability, and investment opportunities.How Canadian demographics are reshaping real estate as immigration, aging baby boomers, and changing attitudes toward homeownership influence future demand.The wealth building principles that matter most, including how to evaluate risk, ignore short-term market noise, and focus on long-term fundamentals. If you want a clearer framework for making confident wealth building decisions in today's Canadian real estate market, this conversation provides practical insights you won't want to miss. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

  7. Jun 30

    #288 | Does Your Investing Strategy Ignore CUSMA Negotiations? That Could Be a Costly Financial Mistake - Financial Literacy, Financial Advisors & Wealth

    Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast Could the outcome of CUSMA negotiations have a bigger impact on your investing decisions than most investors realize? As Canada, the United States, and Mexico begin high-stakes trade negotiations, markets are watching closely. While the immediate effects on your portfolio may not be obvious, the decisions made at the negotiating table could influence trade, inflation, manufacturing, supply chains, and the broader finance landscape for years to come. In this episode, we break down what matters most, what investors should be watching, and why patience may be just as important as action. By listening, you'll discover: How CUSMA negotiations could affect investing opportunities and market sentiment over the coming months.Why the current political and economic landscape may give Canada more negotiating leverage than many expect.What long-term investors should monitor as trade discussions evolve and begin influencing the finance sector. Listen now to understand how CUSMA negotiations could shape the future of investing and finance—and how staying informed can help you make more confident investment decisions. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your FinancesSTANDUP to the Financial Services IndustryThe Professional Financial Advisor IV

About

Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protect your wealth with hard assets in a stagflationary economy. 3. Adapt wisely to avoid outdated investment principles. Tune in every Thursday where you’ll hear thought leader, author and portfolio manager John De Goey interviews financial experts about industry trends and thinking. Every Tuesday thereafter, he releases a short primer episode that provides context to make sure you understand what it all means and what you can do to help yourself. If you're ready to Make Better Wealth Decisions, hit play on recent fan favorite episode #147 with Tom Czitron that deals with valuations, bubbles, and the finance industry's overall lack of preparedness in 2025.

You Might Also Like