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 Adapt wisely to avoid outdated investment principles.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. 3d ago

    #285 | How to Protect Your Future Through Retirement Planning, Aging in Place & Caregiving Preparation - 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 What happens to your financial plan when retirement doesn't unfold the way you expected? Most people build their retirement plans assuming life will go according to plan. But unexpected health events, caregiving responsibilities, housing challenges, and family transitions can dramatically change your future. In this episode, internationally recognized retirement and aging expert Dr. Amy D’Aprix shares how to prepare for life's inevitable transitions without living in fear of them. You'll discover how thoughtful conversations today can help preserve your independence, quality of life, and financial security tomorrow. In this episode, you'll learn: How to use the powerful "Plan B" question to prepare for health, mobility, and family changes before they become emergencies.Why housing decisions can have the biggest impact on your quality of life and what to consider when planning to age in place.How caregiving, family dynamics, and life transitions affect retirement planning and the financial decisions you'll face along the way. Listen now to learn how better retirement planning, aging in place preparation, and caregiving conversations can help you maintain more choice, control, and peace of mind throughout every stage of life. 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

    19 min

  2. 5d ago

    #284 | How Smart Investors Adapt to Geopolitical Instability, Portfolio Diversification Challenges, and Inflation - 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 Is your investment portfolio prepared for a world where geopolitical shocks, inflation pressures, and market volatility are becoming the norm rather than the exception? As geopolitical instability continues to reshape global markets, investors face new challenges that traditional strategies may not fully address. In this episode, you'll learn why adapting your portfolio to a rapidly changing world is becoming increasingly important and how diversification can help reduce risk when uncertainty rises. In this episode, you'll discover: Why geopolitical instability can increase market volatility and change how asset classes move together.How portfolio diversification across geographies, currencies, and asset classes can help strengthen financial resilience.What rising inflation means for investors and how to think about positioning your portfolio for a changing future. Listen now to learn how to build a more adaptable investment strategy that can withstand geopolitical instability, support effective portfolio diversification, and navigate inflation-driven uncertainty. 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 min

  3. Jun 11

    #283 | Jon Erlichman Shares Lessons Learned About Entrepreneurship, AI Investing, and Making Better 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 Are your wealth decisions prepared for a world being reshaped by ai investing and entrepreneurship? Everywhere you look, artificial intelligence is changing how businesses operate, how investors evaluate opportunities, and how entrepreneurs build and scale companies. But while most conversations focus on the technology itself, the bigger question is how these changes will affect your career, your investments, and your long-term financial future. In this episode, former national news anchor and business correspondent Jon Erlichman shares insights from his transition into entrepreneurship, his perspective on the rapid rise of ai investing, and why successful wealth decisions start with understanding yourself before trying to predict the future. You'll discover: Why AI investing is creating new opportunities while disrupting traditional business models across industries.What entrepreneurship teaches about focus, adaptability, and staying committed to a long-term vision during periods of rapid change.How better wealth decisions come from aligning your investments with your personal goals, values, and risk tolerance instead of reacting to market headlines. Listen now to learn how AI investing, entrepreneurship, and thoughtful wealth decisions can help you navigate change with greater confidence and clarity. 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

    27 min

  4. Jun 9

    #282 | What Investors Are Missing: The Optimism Bias Affecting Investing and Wealth Management in 2026 - 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 strong markets making you more confident than you should be? Canadians may be feeling more optimistic about the country's direction, but that optimism can become a liability when it spills into investing decisions. In this episode, we explore the difference between healthy optimism and optimism bias, and why investors need to remain objective as economic risks continue to evolve. Drawing on recent research about Canada's growing "precarity mindset," this conversation examines how confidence, uncertainty, and market behavior intersect in today's environment. In this episode, you'll learn: How optimism bias can quietly influence your investing decisions and increase portfolio risk.Why recent market success may create false confidence in future outcomes.How a disciplined wealth management approach can help you navigate uncertainty without abandoning optimism. Listen now to discover how balancing optimism with objective decision-making can help protect your wealth and position your portfolio for an uncertain future. 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 min

  5. Jun 4

    #281 | Why Investing With Context Is Essential for Better Wealth Decisions When Investing for the Future - 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 Learn more about Flourishing Business: https://flourishingbusiness.org/ What if the biggest risk to your portfolio isn’t market volatility—but ignoring the broader context in which wealth decisions are made? Most investors focus on returns, interest rates, and market performance. But what happens when environmental pressures, social instability, resource constraints, and shifting economic realities begin reshaping the foundations of the economy itself? In this episode, we explore why investing with context may be one of the most overlooked aspects of making better wealth decisions. Anthony Upward joins the conversation to discuss how traditional economic models often ignore the larger systems that influence long-term prosperity and why investors should think beyond short-term market movements when evaluating opportunities. In this episode, you'll learn: Why investing with context can help you identify long-term risks and opportunities that many investors overlook.How environmental, social, and economic forces are increasingly shaping business performance and portfolio outcomes.What investors can do to build resilience through local investing, regenerative business models, and a focus on essential human needs. Listen now to discover how investing with context can help you make smarter wealth decisions in an increasingly complex world. 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

    19 min

  6. Jun 2

    #280 | How Successful Families Simplify Wealth Management and Financial Planning Through Delegation - 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 you spending too much time managing your finances when wealth management and financial planning could be handled more effectively through delegation? Many people assume they need to be involved in every investment and planning decision to achieve good financial outcomes. But for those who value their time and prefer focusing on other priorities, a delegation-based approach to wealth management and financial planning can create greater efficiency, clarity, and confidence. In this episode, we explore why more investors are choosing to hand responsibility to trusted professionals and how that shift can improve both the client experience and financial outcomes. In this episode, you'll learn: How delegation can eliminate decision fatigue and reduce the burden of ongoing financial management.Why a clear fiduciary relationship can improve wealth management outcomes and streamline financial planning decisions.How focusing on outcomes instead of constant involvement can create more confidence and peace of mind. Listen now to discover whether a delegation-based approach to wealth management and financial planning could help you achieve better results while reclaiming your time.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 min

  7. May 28

    #279 | How To Make Better Wealth Decisions By Using Factor Investing and Disciplined ETF Investing - 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 investment decisions helping you build long-term wealth — or quietly increasing your risk? In this episode, we sit down with Jonathan Needham, President of Russell Investments Canada, to explore how institutional investing principles can help everyday investors make smarter wealth decisions. From factor investing and ETF investing to portfolio construction and behavioral discipline, this conversation breaks down how investors can build more resilient portfolios in today’s rapidly evolving market environment. You’ll learn why personalization, diversification, and evidence-based investing are becoming increasingly important for Canadians looking to improve long-term outcomes without unnecessary complexity. In this episode, you’ll discover: How factor investing can improve risk-adjusted returns over timeWhy ETF investing continues to evolve beyond simple index trackingThe biggest behavioral mistakes investors make — and how to avoid them If you want to make more confident wealth decisions using disciplined, evidence-based investing strategies, this episode will give you practical insights you can apply immediately. 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

    16 min

  8. May 26

    #278 | Why Inflation Is Impacting Your Stock Market Returns More Than You Think

    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 What happens when the stock market says everything is fine… but the bond market signals rising inflation risks ahead? Stocks continue pushing to new highs while bond yields quietly climb, creating a major disconnect investors can’t afford to ignore. In this episode, we break down why inflation expectations are rising, how central banks may be underestimating the problem, and what higher interest rates could mean for your portfolio in the months ahead. You’ll learn: Why the bond market may be a more reliable inflation indicator than the stock marketHow rising yields and opportunity costs could pressure equities moving forwardWhat investors should watch as central banks face growing pressure around interest rates If you want to understand where inflation, the bond market, and the stock market could be heading next — and what it may mean for your investments — this episode is essential listening. 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 min
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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.

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