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

Have you ever wondered if the soaring stock market is actually setting your retirement portfolio up for failure? Right now, global stocks—especially in the U.S.—are trading at historically high valuations. This means increased risks for investors, particularly retirees, who may face a financial shortfall if markets correct. Understanding these risks is critical for protecting your financial future...

Are we in a stock market bubble again? With markets at all-time highs and stretched valuations in 2024-2025, could you be unknowingly taking on more risk than you should? This episode dives into how the current market landscape, fuelled by AI optimism and inflated valuations, mirrors past speculative bubbles. Learn how this affects your portfolio and what financial pitfalls to avoid as euphoria cl...

Do you ever feel overwhelmed by the endless advice on how to invest your money, wondering if there’s a “right” way to make wealth decisions? In today’s complex financial landscape, many investors struggle to separate good advice from noise, leading to inconsistent strategies and missed opportunities. This episode breaks down how a disciplined and consistent approach can help you make smarter inves...

"Ever wondered what it takes to make smarter, more confident wealth decisions like a top-tier Canadian portfolio manager? Discover the strategies that separate successful investors from the rest!" Making informed investment decisions can feel overwhelming, especially when balancing risk, return, and diversification. This episode dives into the decision-making frameworks used by high-level portfoli...

Do you trust the financial advice you receive? What if hidden biases in the media and financial industry were shaping your investment decisions—without you even realizing it? Many investors assume the recommendations they see in financial media and from advisors are completely independent. However, behind the scenes, advertising dollars and firm restrictions can influence which products are promot...

Have you ever wondered if the relentless optimism in financial advice is steering you wrong—and costing you big money in the long run? In this episode, we dive into the hidden forces driving the financial industry's obsession with optimism. From the media's messaging to advisors' sales tactics, discover how this bias might be putting your portfolio at risk and what you can do to avoid falling for...

What if rethinking your investment strategy could lower your risk while maintaining or even increasing your returns? Many investors rely solely on conventional stocks and bonds, unaware of the opportunities alternative investments offer. This episode explores how adopting a total portfolio approach—similar to the strategies used by leading pension plans—can help you diversify your assets, reduce r...

Did you know there’s a lesser-known investment strategy used by top institutions that could significantly improve your portfolio’s risk-adjusted returns? It’s called the Total Portfolio Approach (TPA), and it might change the way you think about investing forever. If you’re relying on traditional portfolio models like the endowment model or modern portfolio theory, you could be missing out on crit...

What if the financial advice you’re trusting isn’t setting you up for success—simply because you don’t know the right questions to ask? Financial literacy is the cornerstone of making informed decisions about your money. Whether you’re investing in mutual funds, planning for retirement, or choosing between an RRSP and TFSA, understanding the basics can save you thousands in fees and missed opportu...

Are you unknowingly making financial decisions that benefit the industry more than they benefit you? Discover how to spot systemic blind spots in financial services and protect yourself from common pitfalls. Many people struggle to make informed wealth decisions due to unclear advice, industry complexity, and systemic bias. This episode delves into the root of these challenges, exploring practical...

Are you making wealth decisions that align with your unique dreams, or are you stuck following a one-size-fits-all path? Whether you’re pursuing steady career growth or considering an entrepreneurial leap, your financial and career choices have a profound impact on your long-term success. This episode explores how to make better wealth decisions by understanding yourself, your goals, and the risks...

Have you ever wondered how someone can rise from government-subsidized housing to building multiple thriving businesses? In this episode of Make Better Wealth Decisions, we dive into the journey of Christopher Schlierman, an entrepreneur and sought-after consultant. From his humble beginnings in Santa Monica to becoming a business strategist for professional athletes and emerging unicorn startups,...

Have you ever wondered who’s educating the financial advisor responsible for your investments and life savings? In a constantly changing financial landscape, outdated advice can lead to costly mistakes. From tax law updates to innovative wealth-building strategies, ensuring your financial advisor is well-informed is critical to your success. This episode dives into how the right expertise and cont...

What’s really happening behind the scenes when your financial advisor makes recommendations? Are they fully educated on the products they’re selling, or are blind spots putting your portfolio at risk? Many investors focus on their own education to make better decisions, but how often do we think about the education advisors need to give sound advice? This episode dives into the essential role of c...

Are your financial goals just numbers on a page, or are they truly aligned with the life you want to live? In this episode, we uncover how shifting your focus from dollar amounts to life goals can dramatically improve your financial decisions. With insights from behavioural economics expert Meir Statman, you'll discover why your deepest values—not just your bank balance—should drive your financial...

Are you using your money as a tool to truly live your best life—or are financial blind spots holding you back? This episode dives into behavioural economics with Mayor Statman, a pioneer in the field, to uncover why financial decision-making isn’t just about numbers. Learn how aligning your wealth with your well-being can transform your life. In this episode, you will: 1) Discover the hidden emoti...

Are you confident your investment decisions are built to withstand market uncertainty and potential bubbles like the AI craze? This episode dives into rational decision-making under uncertainty, exploring how cognitive biases and overconfidence can derail even the most experienced investors. With insights into portfolio management strategies and the potential parallels between today’s AI-driven ma...

Have 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...

What if the next decade of investing yields no returns—how would that impact your financial future? With market valuations at historical highs and growing concerns about a "lost decade," understanding how to navigate potential stagnation is critical for investors. This episode explores actionable strategies to safeguard your wealth and maximize returns despite an unpredictable market outlook. In t...

Are you making dangerous assumptions about your retirement plan that could leave you short when it matters most? Many people believe they're on track for retirement, but startling statistics show that most Americans are woefully underprepared. This episode dives into the harsh realities of retirement savings, government entitlements, and how market risks could derail your plans—providing actionabl...

With 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 infl...

Are 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...

Are 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 be...

Are 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...

Are 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...