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

Are you confident that the financial advice you receive is actually helping you make better wealth decisions? Many people rely on financial planners without ever understanding how those professionals are trained, what shapes their judgment, or why some advice feels more trustworthy than others. In this episode, we pull back the curtain on financial advice by exploring how financial planners are ed...

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. Are we sleepwalking into a pension crisis as globalization unravels? For decades, Canada benefited from globalization, stable trade r...

Are bonds and GICs really the best way to generate reliable interest income anymore? If you’ve been relying on traditional fixed income, you may be missing a lesser-known corner of alternative investments that institutions have used for decades. Private real estate debt offers a different approach to earning interest income—one backed by physical assets, shorter lending terms, and structural prote...

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. Are you relying on outdated investing assumptions while the world is fundamentally changing? For decades, investors have been taught...

Are you confident that the financial advice you’re getting is actually helping you make better money decisions? Most people focus on what financial advice they receive—but far fewer think about who is delivering it and how they were trained. In a world of rising debt, longer retirements, emotional money decisions, and financial stress, choosing the right financial planner can be one of the most im...

Are you heading into the new year in 2026 hoping your finances improve — without a clear plan? As the new year approaches, optimism is high, but uncertainty is real. This episode encourages you to pause, reflect, and use the momentum of a new year in 2026 to clarify your money goals and build simple saving money habits that fit your real life. In this episode, you’ll learn: How to set money goals...

Are you building a portfolio based on stories, headlines, and hot picks—or on what actually works? Most investors believe smart investing means finding the right stock, the right fund, or the right manager. But decades of real-world evidence suggest something very different. In this episode, John sits down with veteran financial professional Patrick Frigon to unpack what Nobel Prize–winning resear...

Are you ready to make your financial plans for 2026—but worried about missing key tax and contribution rules in Canada? Understanding tax brackets, RSP, and TFSA contribution limits can dramatically affect how much you keep and grow next year. Whether you’re a high earner or just starting to save, knowing the numbers now sets you up for success. In this episode, you’ll learn: How the new Canadian...

Are you confident that your decision making actually leads to an impactful decision—especially when the stakes are high? In this episode, we unpack how decision making really works when lives, wealth, and long-term outcomes are on the line. Drawing from healthcare, entrepreneurship, and leadership under pressure, this conversation reveals why clarity, human capital, and trust matter just as much a...

Are you basing your financial planning on recent market gains—without accounting for how stock market valuations change investment risk? Many investors assume that strong past returns mean strong future returns. But history shows that when stock market valuations rise, investment risk quietly increases and expected returns often fall. If your financial planning doesn’t reflect this reality, you ma...

Uncertainty is rising — but your decision-making doesn’t have to fall apart with it. In this conversation with keynote speaker, consultant, author, and behavioral scientist Sam Sivarajan , we explore the mindset, tools, and frameworks that help people stay calm, think clearly, and make better decisions in the face of unpredictable change. Sam’s new book, The Uncertainty Edge , reveals why the abil...

Are your finance decisions being quietly distorted by AI’s massive—and possibly unsustainable—market influence? The surge of AI dominance has reshaped everything from valuations to investor behavior, and it’s created a level of concentration risk the world hasn’t seen before. If you hold the Magnificent Seven, follow AI-driven narratives, or simply want to protect your long-term portfolio, this ep...

What if someone in your family qualifies for the disability tax credit — and you’ve never set up an RDSP? Most people who receive the disability savings tax credit have never been told how powerful an RDSP really is. In this episode, advisor Eldon Dunseith breaks down exactly how the system works, why so many families miss out, and how simple the process can be once you understand it. You’ll walk...

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. Have you ever wondered why some people build wealth effortlessly while others get lost in financial complexity? Most people think imp...

Are geopolitics and inflation quietly reshaping your portfolio without you realizing it? In this episode, macro expert Bipan Rai breaks down the evolving global environment of 2025–2026 and explains how geopolitics, inflation, and portfolio strategy now intersect in ways investors can’t afford to ignore. By listening, you’ll discover: How rising geopolitical tension can influence supply chains, pr...

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. Are you unknowingly losing money to outdated fees that shouldn’t exist anymore? For Canadian investors, two major developments just c...

Why do smart people freeze when making financial choices — even when they know better? Most Canadians don’t struggle with knowledge; they struggle with behavior . And in this conversation with Dr. Preet Banerjee, one of the most respected voices in Behavioral Finance, you’ll hear how biases, paralysis, and decision overload silently undermine your ability to make better wealth decisions. You’ll al...

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. Are you making AI investing moves without thinking, or are you pausing to consider the risks before acting? With Warren Buffett holdi...

Are you making truly informed wealth management decisions—or just reacting to headlines and social media noise? In this conversation, senior editor David Kitai of Wealth Professional Magazine explores how critical thinking shapes better financial decisions, both for advisors and clients. From optimism bias to information bubbles, he and John unpack the tension between data-driven confidence and em...

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. Have you ever wondered how Canada plans to defend its economy from the next wave of Trump tariffs? The 2025 budget recap paints a cle...

What does the Canada Budget 2025 mean for your portfolio—and how can clean energy investing fit into it? If you’ve been hearing about renewable energy but haven’t known where to start, this episode is your guide. Host John sits down with Mustafa Bukhari , National Team Lead for Wealth Solutions at Skyline Group of Companies, to break down how Canada’s new budget, government incentives, and the ris...

What happens when your country declares an economic war — without a single bullet fired? The long-awaited Canada federal budget is finally here after 18 months, and it’s shaping up to be the most ambitious — and risky — spending plan in modern history. With an interventionist government, massive infrastructure commitments, and billions aimed at energy, steel, and defense, this pre-budget conversat...

Do you ever feel like you know what to do with your money — but somehow still don’t do it? In this conversation with financial literacy expert and bestselling author Jessica Moorhouse , we uncover why your financial habits might have less to do with dollars and cents and more to do with your psychology, social conditioning, and money mindset. From uncovering generational patterns to calling out ba...

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. Have you ever wondered what happens when political posturing collides with real-world economics? This episode breaks down the explosi...

Do you believe sales has no place in wealth creation or investment strategy? You might be missing one of the most powerful principles for sustainable financial growth. In this episode, we explore how sales integrity —the combination of purpose, discipline, and authenticity—can dramatically improve your investment process and wealth decisions . Whether you manage clients, portfolios, or your own fi...