John De Goey (a podcast covering financial literacy, financial advisors & wealth)

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

Business EN ↓ 233 episodes

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 Adapt wisely to avoid outdated investment pr...

Author

John De Goey (a podcast covering financial literacy, financial advisors & wealth)

Category

Business

Podcast website

app.talkshoe.com

Latest episode

Jul 9, 2026

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Episodes

#165 | How Mediation Saves You From Financial Disaster in Divorce – According to a Veteran Expert - Financial Literacy, Financial Advisors & Wealth 24.04.2025

What’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, b...

#164 | How To Level Up Your Financial Literacy By Rethinking Your Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 21.04.2025

Do 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, a...

#163 | Finance Pros Can Make Better Wealth Decisions, Too - Financial Literacy, Financial Advisors & Wealth 17.04.2025

Have 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 choic...

#162 | Are You Ignoring Insurance In Your Business Wealth Planning Strategy? - Financial Literacy, Financial Advisors & Wealth 14.04.2025

Have 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,...

#161 | Insurance Can Help Build Wealth - Financial Literacy, Financial Advisors & Wealth 10.04.2025

What 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 b...

#160 | How Could New U.S. Tariffs Could Reshape Your Investment Strategy? - Financial Literacy, Financial Advisors & Wealth 07.04.2025

What 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 imagine...

#159 | How will Trump's Tariff's Affect Your Finances? - Financial Literacy, Financial Advisors & Wealth 03.04.2025

Are 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, bu...

#158 | Navigating Financial Blind Spots To Improve Decision Making - Financial Literacy, Financial Advisors & Wealth 31.03.2025

Did 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 pro...

#157 | How the Financial Press Can Guide You Towards Smarter Wealth Decisions & Investments - Financial Literacy, Financial Advisors & Wealth 27.03.2025

Ever 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...

#156 | How The Best Advisors Up Their Game By Working With Consultants - Financial Literacy, Financial Advisors & Wealth 24.03.2025

Who 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....

#155 | How Do Consultants Help People To Make Better Wealth Decisions? - Financial Literacy, Financial Advisors & Wealth 20.03.2025

Have 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, g...

#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth 17.03.2025

How 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 r...

#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth 13.03.2025

What 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...

#152 | Why You Absolutely Need Hard Assets To Improve Risk-Adjusted Returns With The New Reality of Investing 10.03.2025

Are 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...

#151 | Why Traditional Investing Strategies May Fail in Today’s Inflationary Era 06.03.2025

Have 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...

#150 | Manage Your Risk Immediately : Financial Literacy, Financial Advisors & Wealth 03.03.2025

Are you still investing as if the world hasn’t changed? With inflation, geopolitical instability, and de-globalization shaping the markets, your portfolio could be at serious risk. The investing playbook that worked for decades is no longer reliable. Bonds may not provide the safety they once did, stocks face new headwinds, and global trade is shifting. To protect and grow your wealth, you need to...

#149 | How Return Stacking Can Help You Reduce Risk & Maximize Returns : Financial Literacy, Financial Advisors & Wealth 27.02.2025

Are you truly diversified, or is your portfolio just giving you the illusion of security? Many investors believe a traditional 60/40 portfolio is enough to weather market volatility—but history tells a different story. With inflation shocks, lost decades, and unexpected market downturns, investors need a smarter way to protect and grow their wealth. Enter return stacking—a strategy that helps you...

#148 | Could Trump Tariffs Destroy Your Portfolio? What You Need To Consider : Wealth, Financial Literacy & Financial Advisors 24.02.2025

Are you unknowingly walking into one of the riskiest market conditions in decades? With sky-high valuations and looming trade wars, what does the future hold for your investments? Investors have been fixated on market valuations, but do they really tell you when to buy or sell? And with a potential global tariff war on the horizon, how will these economic shifts impact your wealth, job security, a...

#147 | Why Unconscious Optimism Threatens Your Wealth, Are You At Risk? : Wealth, Financial Literacy & Financial Advisors 20.02.2025

Are you prepared for a potential market downturn, or are you unknowingly walking into a financial trap? Many investors assume the market will always recover quickly, but history tells a different story. What if the next crash isn’t followed by a fast rebound, but a decade or more of stagnation? In this episode, financial expert and former chief investment strategist Tom Citron reveals why today’s...

#146 | Cash Flow Factors That Are Keeping You Stressed & Limiting Your Wealth : Wealth, Financial Literacy & Financial Advisors 17.02.2025

How confident are you in managing your cash flow, and are you making the best financial decisions for your future? Many people struggle to distinguish between budgeting and cash flow management, leading to financial stress and poor savings habits. Instead of tracking every penny, a smarter approach focuses on aligning income and expenses to create a sustainable financial plan. In this episode, you...

#145 | How managing cash flow can increase your wealth : Financial Literacy, Financial Advisors & Wealth 13.02.2025

Have you ever felt like no matter how much you budget, you still end up short at the end of the month? What if the problem isn’t budgeting—but a completely different way of managing your cash flow? Most people believe budgeting is the key to financial success, but according to cash flow expert Stephanie Holmes Winton, traditional budgeting is outdated and ineffective for the way we spend today. In...

#144 | Are Your Financial Advisors Making Costly Mistakes That Hurt You? : Financial Literacy, Financial Advisors & Wealth 10.02.2025

Are financial advisors really looking out for your best interests, or are they unknowingly steering you in the wrong direction? Many investors trust financial advisors to guide them toward smart money decisions, but what if those advisors are operating under false beliefs? This episode dives into how biases, misinformation, and industry pressure shape financial advice—and why it could be costing y...

#143 | Uncovering The Surprising Truth About Passive Investing Today : Financial Literacy, Financial Advisors & Wealth 07.02.2025

Are financial advisors resisting evidence-based investing? If passive investing consistently outperforms active strategies, why does the industry still cling to outdated models? Many investors are waking up to the reality that high-cost active management often underperforms low-cost passive investing. Yet, many advisors continue recommending active strategies. This episode dives into why the indus...

#142 | Reasons Why Canada Could Be In A Recession In 2025 : Financial Literacy, Financial Advisors & Wealth 03.02.2025

 What if I told you the next big recession might not only be inevitable—but deliberate? Are you financially prepared to navigate the chaos? Recessions affect everything—from your investment portfolio to the cost of everyday goods. With the looming threat of U.S.-imposed tariffs and global economic shifts, understanding how these factors play into Canada’s economic landscape is more important than...

#141 | Expert Analysis Reveals Likelihood of 2025 Recession : Financial Literacy, Financial Advisors & Wealth 30.01.2025

Are we heading into a recession in 2025, or is the U.S. economy set to defy the odds yet again? Find out what the data reveals and how it could impact your wealth decisions. With economic forecasts for 2025 showing both optimism and caution, it's critical to understand how potential trends—like a soft landing, consumer resilience, and AI-driven productivity—might shape the markets. If you're wonde...

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