Most investors focus on returns, timing, and market outlook—but overlook how investor psychology shapes what happens after a downturn. This episode breaks down the concept of the net worth trap and why even sophisticated investors struggle to recover once they fall into it.

Today we sit down with Goutham Gopalakrishna to understand how belief systems impact decision-making during crises. You’ll see why financial resilience matters more than chasing performance—especially in today’s uncertain market environment.

In this episode, you’ll learn:

1. How the net worth trap keeps investors stuck after losses—and why recovery is harder than you think
2. The surprising role investor psychology plays in both optimism and pessimism-driven mistakes
3. How to build true financial resilience so your portfolio can survive shocks and rebound faster

If you want to protect your wealth and make smarter decisions when it matters most, this episode will change how you approach investing—press play now.

Worried about the current investment climate and your money?

Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.

Are you being subtly influenced by forward guidance without even realizing it?

From central banks to portfolio managers, the same strategies are being used to shape how you think about markets, risk, and the future. When optimism bias enters the picture, it can either support better decisions—or quietly lead you in the wrong direction.

In this episode, you’ll discover:

1. How forward guidance is used to influence investor behavior and market confidence
2. The hidden role optimism bias plays in your financial decision-making
3. Why understanding the overlap between politics and portfolio managers can improve your outcomes

Listen now to uncover how these forces shape your financial future—and how to think more clearly in uncertain times.

Worried about the current investment climate and your money?

Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.

John De Goey's Books. Grab your copy from Amazon:

Bullshift: How Optimism Bias Threatens Your Finances

https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6

STANDUP to the Financial Services Industry

https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM

The Professional Financial Advisor IV

https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733

For more resources on cognitive health and support, visit www.forbetterminds.com

As we age, our ability to make sound financial decisions changes, and with dementia, those changes can happen years before a diagnosis. Families often miss the early warning signs—until financial vulnerability becomes a serious problem.

In this episode, Dr. Jill Aitken breaks down how dementia impacts financial decisions and what you can do right now to protect your family.

You’ll learn:

1. How to spot early warning signs of cognitive decline before major financial damage occurs
2. Practical strategies to reduce financial vulnerability and safeguard assets
3. The critical steps to take now to protect dementia financial decisions before it’s too late

Listen now to learn how to protect your family’s finances and stay ahead of cognitive decline before it turns into costly mistakes.

Worried about the current investment climate and your money?

Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.

What could Trump’s actions around the Strait of Hormuz really mean for your financial future?

With rising geopolitical tension and potential disruption to one of the world’s most critical energy routes, the economic impact could be far greater than most investors expect. This episode unpacks what’s happening, why it matters, and how it could ripple through markets, inflation, and your portfolio.

By listening, you’ll learn how to:

1. Understand the real economic impact of potential disruptions in the Strait of Hormuz
2. Identify how Trump’s actions could influence global energy supply and market stability
3. Prepare your portfolio for increased volatility and uncertainty

Listen now to better understand the potential impact of blocking the Strait of Hormuz before it hits the markets.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.

Are your wealth decisions actually being held back by poor decision making—not lack of knowledge?

Most people think better outcomes come from better information, but the truth is, without strong leadership and decision making, even the best strategies fall apart. This episode breaks down how top executives think, decide, and build trust—so you can apply those same principles to your financial life.

In this episode, you’ll discover:

1. How elite leaders define the right problem before making any wealth decisions
2. Why surrounding yourself with the right people is the ultimate decision making advantage
3. The discipline framework that separates average choices from exceptional financial outcomes

If you want clearer thinking, stronger discipline, and smarter wealth decisions, this episode will change how you approach every major choice—start listening now.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Go to johndegoey.ca to book a call for personalized advice to help you feel secure and protected about your retirement.

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 prepared for what happens if global markets shift overnight and your portfolio isn’t ready?

We’re entering a moment where geopolitical tension, energy supply shocks, and trade disruptions could rapidly reshape the global economy. If your portfolio hasn’t been stress-tested for volatility, this kind of environment can expose serious risk.

In this episode, you’ll discover:

1. How escalating global conflict could drive inflation, oil spikes, and economic strain
2. Why traditional long-term strategies may fail during extreme market conditions
3. What steps you can take right now to reduce risk and protect your investments

If you want clarity on what’s unfolding—and how to respond strategically—this episode will help you act before the market does.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

In today’s increasingly complex world, managing money isn’t just about investments anymore. From global uncertainty to tax implications and estate planning gaps, many people overlook the bigger picture—leaving critical decisions fragmented and exposed.

In this episode, you’ll learn:

1. How a family office approach brings clarity and coordination to your wealth decisions
2. The hidden estate planning mistakes that can cost your family time, money, and stress
3. Why cash flow, taxes, and global risks matter more than ever in today’s environment

Tune in to discover how to simplify your financial life and make more confident, future-proof wealth decisions with the right strategy in place.

More about Tina Di Vito: https://www.ey.com/en_ca/people/tina-di-vito

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are rising interest rates about to turn your mortgage renewal into a financial squeeze—or a massive opportunity?

The real estate market is shifting fast, and if you’re a homeowner or planning to buy, mortgage renewal could hit harder than expected. With interest rates climbing and economic uncertainty growing, what used to be a safe bet is now forcing people to rethink their strategy.

In this episode, you’ll discover:

1. How rising interest rates are directly impacting your mortgage renewal and home equity
2. Why the real estate market is softening after decades of growth—and what it means for you
3. When this shift could become the best buying opportunity in years (and how to prepare)

Listen now to understand where the real estate market is heading and how to stay ahead of mortgage renewal risks while positioning yourself for what’s next.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

With wars, inflation concerns, AI disruption, and volatile markets dominating headlines, it’s easy to feel overwhelmed. But reacting emotionally to short-term noise could be the biggest mistake you make when investing in uncertainty. In this episode, a 40-year investment veteran breaks down how to approach risk investing with clarity and discipline—so you can stay focused on long-term wealth decisions in 2026.

In this episode, you’ll discover:

1. How to approach risk investing without panic during geopolitical and market uncertainty
2. Why AI, inflation, and interest rates aren’t as unpredictable as they seem when investing in uncertainty
3. The role of gold, crypto, and diversification in making smarter wealth decisions in 2026

If you want to cut through the noise and make smarter, more confident wealth decisions in 2026, this episode will give you the framework to do it.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are we heading straight into a global recession—and is global uncertainty being driven on purpose?

Right now, the Trump doctrine is reshaping how power is used on the world stage, replacing stability with unpredictability. If you’re trying to make sense of rising geopolitical tension, economic instability, and why everything feels increasingly volatile, this episode connects the dots in a way most commentary avoids.

In this episode, you’ll discover:

1. How the Trump doctrine is intentionally fueling global uncertainty—and why that matters for your future
2. The real reason a global recession may already be locked in
3. What rising instability means for inflation, energy prices, and the broader global economy

Tune in to understand what’s actually happening behind the headlines—and how this era of global uncertainty could directly impact your financial future.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

In this episode, we break down the latest findings from FP Canada’s Financial Stress Index and uncover what’s really driving financial stress for Canadians in 2026—from rising living costs to economic uncertainty.

You’ll hear how financial planning plays a critical role in reducing stress, improving clarity, and helping you make confident decisions—even when things feel unpredictable.

In this episode, you’ll discover:

1. The real reasons financial stress is rising for Canadians (beyond just money)
2. Why having a financial plan reduces uncertainty and builds confidence
3. How to make smarter financial decisions—even during economic volatility

If you want to feel more in control of your finances and reduce stress around money, this episode gives you the clarity you’ve been missing.

👉 Listen now to learn how better financial planning can help you navigate financial stress with confidence.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are rising oil prices about to trigger the next wave of inflation—and what should investors be doing right now?

Global tensions, disrupted supply chains, and constrained energy flows are creating a situation that could keep oil prices elevated for months. For investors, that matters more than most realize. Historically, major spikes in oil prices have often been followed by inflation, market volatility, and economic slowdowns.

In this episode, we explore what today’s geopolitical developments could mean for inflation, markets, and long-term investing strategy.

You’ll discover:

1. Why rising oil prices have historically triggered inflation and market downturns.
2. What investors can learn from the economic shocks of the 1970s.
3. How to think about portfolio balance during periods of energy shocks and inflation.

Listen now to understand how oil prices and inflation could shape the investment landscape—and what smart investors may want to consider before the situation worsens. 🎧📈

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are you holding a stock that’s skyrocketed in value—but selling it would trigger a painful tax bill?

Many investors find themselves stuck with large single-stock positions. The investment performed well, but now concentration risk is growing while capital gains taxes make diversification feel impossible. In this episode, we explore how investors and advisors are using a strategic in-kind exchange to diversify portfolios while maintaining tax deferral and protecting long-term financial plans.

In this episode, you’ll learn:

1. How concentration risk quietly builds in successful portfolios—and why it’s more common than you think.
2. How an in-kind exchange allows investors to diversify a large stock position without immediately triggering taxes.
3. The behavioral investing traps (like overconfidence and familiarity bias) that keep investors dangerously over-concentrated.

Listen now to discover how smarter diversification strategies can reduce concentration risk while preserving tax efficiency. 🎧

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

How do you make smart financial decisions when the world suddenly feels unpredictable and uncertain?

Rising geopolitical tensions, oil shocks, and supply chain disruptions are increasing the risk of stagflation—a dangerous mix of slowing growth and rising inflation. For investors, this creates a challenging environment where portfolio risk increases and many decisions must be made in the fog of war, without perfect information.

In this episode, you’ll learn:

1. How geopolitical conflict and oil price shocks can trigger stagflation and impact global markets.
2. Why many investors underestimate their true portfolio risk after 17 years without a major bear market.
3. How to think emotionally and strategically about risk when making decisions in the fog of war.

Listen now to understand how to evaluate your portfolio risk and make better investing decisions during stagflation—even when you’re making decisions in the fog of war. 📉🎙️

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Most Canadians don’t have wills, and many who do haven’t reviewed them in years. If you have assets, dependents, or simply people you care about, avoiding estate planning can leave your family with stress, confusion, and costly complications. The truth is, wills and power of attorney documents aren’t just legal paperwork — they’re critical financial decisions.

In this episode, you’ll discover:

1. Why so many people delay wills and estate planning — and how to overcome the mental and logistical barriers.
2. The difference between a will and power of attorney, and why you likely need both.
3. How to make estate planning simple, affordable, and actionable — no matter your budget or stage of life.

If you want to protect your family, reduce future headaches, and make smarter long-term wealth decisions, this conversation will help you take the first step.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are your investment decisions still based on a world order that no longer exists?

The reality is that geopolitics is no longer background noise—it’s a driving force behind markets, supply chains, alliances, and global stability. With recent military actions and shifting global power dynamics, the rules that once guided international cooperation have changed. If your investment decisions are built on yesterday’s assumptions, you may be taking risks you don’t even see.

In this episode, you’ll learn:

1. How the shift in the world order is directly impacting investment decisions across markets
2. Why geopolitics is now a permanent variable—not a temporary disruption
3. How to adjust your investment framework to reflect today’s hard-power global reality

If you want to make confident investment decisions in a world defined by geopolitical disruption and a changing world order, this episode will help you rethink your strategy before the next shock hits.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

In today’s complex environment, financial planning isn’t just about investing or tax strategies. It’s about integrating your income, insurance, investments, corporate structure, estate planning, and long-term goals into one cohesive strategy. Without a structured process, even smart professionals can miss critical blind spots.

In this episode, Herman Chan, Certified Financial Planner, shares:

1. How to structure financial planning so you make better wealth decisions with clarity and purpose
2. The hidden risks facing medical professionals and real estate investors (including overlooked insurance gaps)
3. Why “diagnosis before prescription” is essential to long-term financial success

If you want a more disciplined, structured approach to financial planning — and the confidence that comes with making better wealth decisions — this episode will help you think differently about your next move.

More about Crimson Financial: https://www.crimsonfi.com/

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are your wealth decisions truly aligned with the demographic reality shaping retirement today?

Most investors focus on GDP, interest rates, and stock market headlines — but overlook one of the most powerful economic forces: demographics. As baby boomers retire and consumer spending patterns shift, the ripple effects on the economy and capital markets are becoming more predictable — and more pronounced. If you’re planning for retirement, this matters more than you think.

In this episode, you’ll discover:

1. How demographics directly influence wealth decisions and long-term retirement outcomes
2. Why aging populations can slow economic growth — and what that means for your portfolio
3. How to adjust your strategy today to stay ahead of demographic-driven shifts

If you want your wealth decisions to reflect the economic realities of retirement, this episode will help you think differently — and plan smarter — for what’s ahead.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

If you’re a retail investor, you’ve likely heard more about private investing over the past few years than ever before. Pension funds have been doing it for decades. Institutions have leaned heavily into it. But now retail investors are being invited in — and that raises big questions about liquidity, risk, evergreen funds, gating, and whether private markets truly belong in your portfolio.

In this episode, we break down what private investing actually means for retail investors and how to think clearly about wealth decisions in a world moving faster than ever.

By listening, you’ll learn:

1. How private investing can enhance diversification and long-term returns for retail investors — and where the risks truly lie.
2. What liquidity risk, gating, and evergreen structures really mean for your wealth decisions.
3. Why over-focusing on daily liquidity may be sabotaging long-term portfolio performance.

If you want to make more confident, long-term wealth decisions as a retail investor navigating private investing, this episode is essential listening.

More about Nimar Bangash and Obsiido: https://www.obsiido.com/about-obsiido/team/

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are you building your portfolio as if the world hasn’t fundamentally changed?

Investing in 2026 isn’t just another market cycle. Inflation pressures, demographic decline, climate risk, infrastructure spending, and global fragmentation are creating macroeconomic shifts we haven’t seen in generations. While diversification and low-cost investing still matter, your portfolio strategy may need a second look to account for a very different economic reality.

In this episode, you’ll discover:

1. How demographic decline and slower growth could quietly drag on long-term returns.
2. Why climate, infrastructure, and geopolitical fragmentation are no longer optional considerations in portfolio strategy.
3. How to rethink diversification so your investing in 2026 reflects real macroeconomic shifts—not outdated assumptions.

If you want to make sure your portfolio strategy is aligned with the realities of investing in 2026, this episode will help you rethink what “stay the course” really means.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

With interest rates fluctuating and economic uncertainty rising in 2026, many investors are questioning whether traditional bonds, GICs, and even some Mortgage Funds are doing enough to generate steady income without unnecessary volatility. Residential Mortgages offer a different approach—one that may provide dependable income, diversification, and historically attractive Risk-Adjusted Returns.

In this episode, you’ll discover:

1. How Residential Mortgages can enhance portfolio diversification due to low correlation with stocks and bonds
2. The real risks behind Mortgage Funds—including liquidity, second mortgages, and gating—and how they’re managed
3. Why retirees and income-focused investors are turning to Residential Mortgages for stronger Risk-Adjusted Returns

If you’re looking to make smarter income decisions and potentially improve your Risk-Adjusted Returns, this episode will help you decide whether Residential Mortgages deserve a place in your portfolio.

More about Gord Ross

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Feeling like rising prices are squeezing your wallet more than ever?

Inflation is hitting everywhere — groceries, bills, and daily essentials — leaving many Canadians frustrated and unsure how to respond. But what if you could turn this challenge into an opportunity by understanding the forces behind the Canadian economy?

In this episode, we break down why inflation is impacting your wealth and show practical ways to use the Canadian economy to your advantage instead of feeling stuck. You’ll gain actionable strategies for navigating higher costs while making your money work smarter.

Here’s what you’ll learn by listening:

1. Why inflation is reshaping everyday finances and what it really means for your wealth
2. How the Canadian economy creates investment opportunities during rising costs
3. Simple steps to protect and grow your money instead of letting inflation eat away at it

Listen now to discover how understanding the Canadian economy can help you stop reacting to inflation — and start capitalizing on it.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Women live longer, earn less on average, and experience more career interruptions—yet retirement advice often assumes a one-size-fits-all approach. In this episode, we explore why financial planning for women requires a fundamentally different lens and how structural, behavioral, and educational factors shape women retirement planning outcomes in ways many advisors underestimate.

In this conversation, you’ll discover:

1. Why compounding life events—not behavior alone—put women at a retirement disadvantage
2. How financial literacy and confidence directly influence women’s long-term wealth outcomes
3. What planners can do differently to create more effective, empathetic retirement strategies for women

If you want a clearer understanding of the real challenges shaping women’s financial futures—and how better planning decisions can close the gap—this is an episode you don’t want to miss.

More about Tanya Staples: https://research.conestogac.on.ca/our-team/tanya-m-staples-cfp

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are markets right to trust Kevin Warsh with the Federal Reserve—or is inflation the hidden risk no one’s pricing in yet?

Investors, policymakers, and everyday market watchers are all reacting to Donald Trump’s nomination of Kevin Warsh, but the real story isn’t political—it’s about credibility, independence, and whether inflation stays contained. With markets already signaling cautious optimism, the question becomes whether that confidence is justified or dangerously premature.

In this episode, you’ll discover:

1. Why the market sees Kevin Warsh as less inflationary than expected—and what that reveals about Federal Reserve independence
2. How Warsh’s reputation compares to past Fed leadership and why that matters for long-term credibility
3. What could go wrong if political pressure overrides data-driven policy at the Federal Reserve

If you want to understand how Kevin Warsh could influence inflation, the US dollar, and global market stability, this is an episode you don’t want to miss.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Most investors talk about oil, gas, and renewables, but almost no one is framing electricity itself as a core asset class. As electrification accelerates through AI, data centers, electric vehicles, and global demand growth, that oversight could become a serious portfolio risk.

In this episode, we explore why electricity is reaching an inflection point and how energy investing must evolve to reflect a world that is rapidly electrifying.

You'll learn:

1. Why electricity as an asset class has historically outperformed traditional energy investing
2. How electrification creates a rare combination of defensive characteristics and long-term growth
3. Where public and private markets fit when allocating capital to electricity infrastructure

If you want to make better wealth decisions in a world being reshaped by electrification, this episode will fundamentally change how you think about energy investing. ⚡🎧

More about Michel Sznajer: https://www.redwheel.com/uk/en/institutional/team-members/michel-sznajer/

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are you prepared for how Canada’s new affordability measures will affect your finances and portfolio?

With the government introducing programs like the Canada Groceries and Essentials benefit, and tackling issues like shrinkflation, the financial landscape is shifting. Many Canadians aren’t considering how these changes impact their investments and long-term wealth.

In this episode, you’ll discover:

1. How government policies on affordability can directly influence your portfolio decisions
2. Practical ways to adjust your investments to manage new economic risks
3. Steps to ensure your family’s finances stay protected in a changing world

Listen in to learn how to navigate Canada’s evolving financial landscape and safeguard your portfolio today.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

If you’ve ever felt uneasy watching headlines predict a recession while markets keep moving higher, you’re not alone. In this episode, John sits down with Dave Wahl of Franklin ClearBridge Investments to unpack the critical difference between the economy vs. stock market, why those two don’t move in lockstep, and what today’s data really says about a potential recession and the US stock market. This conversation challenges common assumptions, explores why optimism and fear often coexist, and explains how investors can think more clearly during uncertain times.

What you’ll gain from this episode:

1. Clarity on why the economy and the US stock market send different signals—and why that matters for real-world decisions.
2. Perspective on recession indicators, including jobs, GDP, spending, and why most data still points to expansion.
3. Insight into portfolio risk, global diversification, and why concentration in the US stock market may matter more than headlines suggest.

Listen now to gain a clearer, calmer framework for understanding the economy vs stock market—and to make better wealth decisions without reacting to fear-driven narratives.

More about Dave Wahl: https://www.clearbridge.com/team/david-wahl

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are you making investment decisions based on reality—or on how you wish the world still worked?

Recent tariff announcements are once again rattling markets, driving uncertainty, and reminding investors that disruption is no longer the exception—it’s the norm. This episode breaks down why these moves shouldn’t surprise anyone, how markets are already responding, and why pretending this is temporary can be a costly mistake.

By listening, you’ll learn:

1. How tariffs signal deeper, ongoing shifts in the global order—not one-off events
2. Why reacting emotionally to market swings undermines clear-eyed investing
3. How to make realistic decisions that align with the world as it actually is today

If you want to protect your decision-making from denial, surprise, and false hope, listen to this episode and reset your mindset for clear-eyed investing in a changed world.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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 educated, how income influences decision-making more than gender, and why real-world experience matters just as much as technical knowledge.

By listening, you’ll discover:

1. Why income—not gender—plays the biggest role in financial behavior and wealth decisions
2. How financial planners are trained and why career paths impact the quality of financial advice
3. What to look for in a financial planner if you want long-term confidence in your wealth decisions

Listen now to gain clarity on financial advice and feel more confident about the wealth decisions you’re making.

More about Dr. Daniel Richards: https://profiles.laps.yorku.ca/profiles/danwrich/

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are we sleepwalking into a pension crisis as globalization unravels?

For decades, Canada benefited from globalization, stable trade routes, and predictable demographics—but those assumptions are breaking down fast. With immigration slowing, housing shortages mounting, and population growth stalling, the long-term sustainability of the Canada Pension Plan is becoming a serious question few are willing to confront.

In this episode, you’ll discover:

1. How the end of globalization changes the math behind immigration and pension sustainability
2. Why Canada’s demographic challenges pose real risks to the Canada Pension Plan
3. What happens to jobs, markets, and public finance if population growth stalls

If you care about the future of Canada’s economy, immigration policy, and whether the Canada Pension Plan can actually deliver when you retire, this is an episode you don’t want to miss.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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 protections that many investors never consider.

In this episode, John sits down with Spencer Hurley of Trez Capital to unpack how private real estate debt actually works, why it’s often misunderstood, and where it fits (and doesn’t fit) in a modern portfolio.

In this episode, you’ll learn:

1. How private real estate debt generates interest income and why it behaves differently than bonds or GICs
2. The two biggest risks investors need to understand—and how proper due diligence can reduce them
3. Where private real estate debt fits within alternative investments across different market cycles

If you want to make better wealth decisions and understand whether private real estate debt belongs in your interest income strategy, this episode will give you the clarity you need — listen now.

More About Spencer Hurley: https://www.trezcapital.com/our-team/spencer-hurley

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

Are you relying on outdated investing assumptions while the world is fundamentally changing?

For decades, investors have been taught that history always repeats itself and that “this time is different” is a dangerous mindset. But what if blindly applying past frameworks is exactly what’s preventing you from seeing today’s risks clearly? In this episode, we challenge conventional investing wisdom and explore why demographics, climate change, geopolitical fragmentation, and exploding public debt are converging in ways we’ve never experienced before.

By listening, you’ll learn how to:

1. Identify when historical investing patterns still apply—and when they no longer do
2. Understand how polycrisis dynamics can simultaneously amplify multiple economic risks
3. Filter financial decisions through a modern lens to make better wealth decisions in uncertain times

If you want to navigate investing with clarity instead of complacency, this episode will help you think more critically and make better wealth decisions starting now.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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 important decisions you ever make.

In this episode, we go behind the scenes of the financial planning profession to explore how financial planners are educated, what separates good advice from truly helpful advice, and why human judgment matters just as much as technical knowledge when life gets complicated.

In this episode, you’ll learn:

1. How a financial planner is trained to help real people make better money decisions—not just solve textbook problems
2. Why emotional intelligence and behavioral understanding matter as much as numbers in financial advice
3. What everyday Canadians should look for when choosing a financial planner they can trust

Listen now to learn how the right financial planner can help you make better money decisions with clarity, confidence, and peace of mind.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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:

1. How to set money goals that actually work for your situation in 2026
2. Why saving money is easier when someone holds you accountable
3. How small, written promises can lead to better financial decisions all year

Listen now to start the new year in 2026 with clear money goals and a practical approach to saving money that you can stick with.

Plan with STANDUP Advisors: https://johndegoey.ca/

John De Goey's Books:

Bullshift:

https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6

STANDUP to the Financial Services Industry:

https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM

The Professional Financial Advisor IV:

https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733

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 research reveals about building a portfolio, reducing investment risk, and diversifying investments in a way that actually improves long-term outcomes.

You’ll hear why stock picking is so difficult, how markets absorb information almost instantly, and why trying to outsmart everyone else often leads investors to beat themselves instead.

By listening, you’ll learn how to:

1. Build a portfolio using evidence-backed principles instead of predictions and opinions
2. Reduce investment risk without sacrificing long-term returns
3. Diversify investments in a way that smooths volatility and minimizes costly mistakes

If you want to stop guessing and start making smarter, calmer, and more reliable wealth decisions, this episode will change how you think about investing—press play and listen now.

Start planning with STANDUP Advisors:

https://johndegoey.ca/

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:

1. How the new Canadian federal tax brackets in 2026 impact your income strategy.
2. The exact RSP and TFSA contribution limits and how to maximize them before deadlines.
3. What to know about Old Age Security clawbacks and planning for retirement contributions.

Tune in to plan your 2026 finances smarter, save on taxes, and make the most of your RSP and TFSA opportunities.

Start planning with STANDUP Advisors today:

https://johndegoey.ca/

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 as data when striving to make an impactful decision.

What you’ll learn from this episode:

1. How to structure decision making under pressure so it consistently leads to an impactful decision
2. The hidden blind spots that sabotage impactful decisions in leadership, investing, and scaling businesses
3. A practical way to balance intuition, data, and human dynamics when every decision counts

Listen now to learn how stronger decision making becomes the difference between reactive choices and truly impactful decisions.

More about Sabrina Runbeck: https://sabrinarunbeck.com/

Plan with STANDUP Advisors: https://johndegoey.ca/

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 may be taking on far more risk than you realize.

In this episode, you’ll discover:

1. How stock market valuations directly influence investment risk and long-term expected returns
2. Why reversion to the mean matters more for financial planning than recent performance
3. How to think more realistically about risk when markets appear calm but valuations are stretched

Listen now to learn how understanding stock market valuations can help you manage investment risk and build more resilient financial planning for the years ahead.

Start Planning With Your STANDUP Advisors: https://www.johndegoey.ca/

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 ability to navigate uncertainty—not just risk—is now one of the most important skills for investors, leaders, and anyone navigating life’s transitions.

You’ll learn:

• Why confusing risk with uncertainty leads to poor financial decisions
• How goal fixation (in climbing, investing, or leadership) can be fatal
• The EDGE framework: Establish, Diagnose, Go, Evolve
• How to identify what’s in your control — and what isn’t
• Why AI is today’s biggest uncertainty (and possibly bubble)
• How personal resilience is built through process, not outcomes

🎧 Listen now to learn how the Uncertainty Edge can help you make better wealth decisions with clarity, composure, and confidence.

Know more about Sam Sivarajan: https://www.samsivarajan.com/

STANDUP Planning with John De Goey: https://johndegoey.ca/

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 episode hits close to home.

You’ll walk away with clarity on:

1. How AI’s extreme market concentration could impact your future finance decisions
2. Where hidden risks—like power constraints and circular funding—could trigger major AI slowdowns
3. What you can do today to make smarter, more resilient finance decisions heading into 2026

Take control of your financial future—listen now to strengthen your finance decisions before the AI tide shifts.

STANDUP planning with John De Goey: https://www.johndegoey.ca/

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 away knowing what the disability savings tax credit actually unlocks, who can open an RDSP, and why this program quietly delivers some of the largest government benefits available in Canada.

In this episode, you’ll learn:

1. How the disability savings tax credit opens the door to up to $90,000 in government grants and bonds
2. Why children and adults can both set up RDSPs — and why most people don’t know this
3. How families can catch up on missed years and quickly boost long-term disability savings

Listen now to discover how to use the disability savings tax credit to build real, long-term financial security for someone you care about.

Visit John De Goey's website: https://johndegoey.ca/

More about Eldon Dunseith: http://simardandassociates.com/personnel/eldon-dunseith/

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

Most people think improving their personal finance requires learning spreadsheets, tracking markets, or becoming an amateur investment expert—yet The Wealthy Barber proves the opposite. In this episode, we explore why David Chilton’s newly updated classic remains one of the most effective personal finance guides ever written, and why simple investing continues to outperform the complicated strategies many people chase.

You’ll discover:

• How simple investing and low-cost index funds can outperform most “expert” strategies
• Why personal finance is easier than you think—and how The Wealthy Barber simplifies it
• How disciplined saving and ignoring market noise can build long-term wealth

Listen now to learn how The Wealthy Barber’s simple, timeless approach can transform your personal finance strategy today.

Visit John De Goey's website: https://johndegoey.ca/

More about The Wealthy Barber: https://thewealthybarber.com/

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:

1. How rising geopolitical tension can influence supply chains, prices, and investment opportunities.
2. Why inflation’s “higher for longer” reality demands new portfolio strategy thinking.
3. Which asset classes—like alternatives, gold, infrastructure, and AI—may play a bigger role in future positioning.

Listen now to learn how to make better wealth decisions by aligning your portfolio strategy with today’s geopolitics and inflation landscape.

More About Bipan Rai: https://www.bmoetfs.ca/authors/bipan-rai

Visit John De Goey's website: https://johndegoey.ca/

Are you unknowingly losing money to outdated fees that shouldn’t exist anymore?

For Canadian investors, two major developments just changed the cost landscape — and if you invest in RRSPs, TFSAs, or ETFs, this episode shows why these changes matter more than you realize. Transfer fees between institutions are finally being eliminated, and Vanguard has rolled out its largest fee cut ever. Together, these shifts could save ordinary investors hundreds of dollars a year.

You’ll discover:

1. How eliminating transfer fees empowers Canadian investors to move freely without penalties
2. Why Vanguard’s newest fee cuts could significantly boost your long-term returns
3. What these changes reveal about the future of competition and fairness in the financial industry

Ready to keep more of your own money and invest with confidence? Listen now to learn how these changes directly benefit your portfolio.

More About John De Goey: http://www.johndegoey.ca/

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 also hear how the wealth management industry is using behavioral science, diagnostics, and even AI to help both advisors and investors create more rational, confident financial plans.

In this episode, you’ll discover:

1. The #1 behavioral bias Canadians face today — and why it’s getting worse
2. Real commercial applications of Behavioral Finance that improve advice and decision quality
3. Simple, research-backed approaches to instantly strengthen your Financial Literacy and reduce costly mistakes

If you want to finally understand your own money behaviors and start making better wealth decisions with clarity and confidence, listen to this episode now.

More about Dr. Preet Banerjee: https://www.preetbanerjee.com/

Visit John De Goey's website: https://www.johndegoey.ca/

Are you making AI investing moves without thinking, or are you pausing to consider the risks before acting?

With Warren Buffett holding record cash and Michael Burry closing his firm over market valuations, there’s never been a more critical moment to pause, reflect, and approach investing mindfully. Hype and market chatter can make anyone act impulsively—but mindful investing helps you think clearly, reduce stress, and protect your wealth.

In this episode, you’ll learn:

1. How to practice mindful investing to make smarter, less emotional market decisions.
2. What signals from top investors like Buffett and Burry mean for your portfolio.
3. A framework for acting deliberately in AI investing and market bubbles.

Listen now to learn how to slow down, think clearly, and make better market decisions using mindful investing principles.

More about John De Goey: https://www.johndegoey.ca/

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 emotional uncertainty in today’s markets.

You’ll discover:

1. How to recognize bias and cognitive dissonance in your own wealth management decisions.
2. Why social media distorts investor confidence—and what advisors can do about it.
3. How the next generation of financial professionals is using critical thinking to build trust and deliver better outcomes.

Listen now to learn how stronger critical thinking can elevate every wealth management decision you make.

More about David Kitai: https://www.wealthprofessional.ca/authors/david-kitai

More about John De Goey: https://www.johndegoey.ca/

Have you ever wondered how Canada plans to defend its economy from the next wave of Trump tariffs?

The 2025 budget recap paints a clear picture — it’s not just an economic document; it’s a national strategy for resilience, growth, and unity. With reduced operating spending and an expanded capital budget, this plan reframes how Canada builds and protects its future.

Listeners will discover:

1. Why the federal budget is being called a “Trump survival plan” and how it balances restraint with ambition.
2. How Canada’s debt and deficit position compare globally, and why it remains the strongest in the G7.
3. What the shift from reliance to resilience really means — and how it could shape Canada’s response to global economic pressure.

👉 Tune in to this episode for a grounded, patriotic breakdown of the 2025 budget recap — and see how Canada is gearing up to thrive, not just survive, in the era of Trump tariffs.

More About John De Goey: https://www.johndegoey.ca/

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 rise of solar and biogas projects are reshaping investment opportunities for Canadians.

You’ll discover:

1. How renewable energy incentives in the Canada Budget 2025 are driving new private-sector investment opportunities.
2. Why clean energy investing can bring diversification, predictable returns, and low volatility to your portfolio.
3. How investors can strategically position themselves for long-term gains in solar, biogas, and energy storage assets.

🎙️ Learn how to make clean energy investing part of your wealth strategy and turn the Canada Budget 2025 into a growth opportunity. Tune in now to Make Better Wealth Decisions.

Skyline Group of Companies: https://www.skylinegroupofcompanies.ca/

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 conversation explores whether Canada is preparing for financial resilience or stepping into an economic battlefield.

Listeners will discover:

1. How this “wartime” federal budget could reshape Canada’s economic future and investment climate.
2. Which industries — from green energy to defense — are set to see the biggest funding boosts.
3. Why your portfolio strategy may need to adapt fast in this new era of economic war with the U.S.

Tune in to hear how this pre-budget moment could define Canada’s financial future — and your own.

More about John De Goey: https://www.johndegoey.ca/

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 bad financial advice, Jessica reveals what really drives your financial behavior — and how to rewrite the script.

You’ll learn:

1. Why your past experiences and upbringing secretly shape your financial decisions — and how to break free.
2. The truth about financial influencers vs. credentialed experts — and how to find trustworthy advice.
3. How to rebuild a healthy money mindset so you can finally make confident, lasting wealth decisions.

If you’re ready to stop letting fear, self-doubt, and old beliefs run your finances, listen now to this powerful conversation with Jessica Moorhouse — and start building your next level of financial literacy from the inside out.

More Money Podcast by Jessica Moorhouse

About John De Goey: https://www.johndegoey.ca/

Have you ever wondered what happens when political posturing collides with real-world economics?

This episode breaks down the explosive fallout from the Ontario government’s ad campaign in the U.S.—a move that exposed the truth about Ronald Reagan’s stance on free trade and left Donald Trump fuming.

As Canada pushes back against renewed tariff threats, this conversation explores what the standoff means for investors, industry, and the future of Canada-US trade.

You’ll discover:

1. How the Ontario government’s “elbows up” strategy reshaped the Canada-US trade narrative.
2. What Donald Trump tariffs could mean for industries like steel, aluminum, and autos.
3. Why Canadian investors need to prepare for volatility as political chaos impacts cross-border economics.

🎙 Listen now to learn how political power plays and trade wars are shaping your financial future—and what the Ontario government’s bold moves reveal about standing firm in turbulent times.

More about John De Goey:

https://www.johndegoey.ca/

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 financial future, this conversation will challenge how you think about trust and value in every transaction.

By tuning in, you’ll discover:

1. How applying sales integrity builds deeper trust in investment relationships.
2. Why aligning purpose with profit leads to smarter wealth decisions.
3. The simple discipline that turns every sales interaction into a long-term investment advantage.

Listen now to learn how sales integrity can transform your investment mindset and empower better wealth decisions for lasting success.

More about Mark Hunter: https://thesaleshunter.com/about/

About John De Goey: https://www.johndegoey.ca/

In this episode, we explore the rise of geoeconomics—the use of economic power to enforce political will—and how it’s playing out in real time under President Trump’s administration and the growing No Kings movement.

As protests grow and constitutional norms are tested, investors and citizens alike face a world where traditional political analysis no longer works. The boundaries between economics, politics, and public sentiment are blurring—and your portfolio could be caught in the crossfire.

You’ll discover:

1. How geoeconomic tactics are reshaping global trade, policy, and investment flows.
2. Why the No Kings movement signals a deeper struggle over political and economic power.
3. What shifts investors should watch as Trump’s policies challenge decades of market assumptions.

🎧 Listen now to understand how geoeconomics, politics, and public unrest are converging—and what it all means for the months ahead.

More about John De Goey: https://www.johndegoey.ca/

When portfolio manager Ryan Floyd (CFA, Barca Capital) joins the show, he reveals why understanding the world’s economic history may be the most overlooked skill in investing and decision making today. From global debt cycles to the real drivers behind gold and cryptocurrency trends, Ryan shows how historical awareness shapes financial clarity.

You’ll hear how a background in history gives investors an edge—and why emotional discipline (yes, including taking a walk) can be your most valuable wealth decision.

In this episode, you’ll discover:

1. How studying history can help you make more confident investing decisions during uncertainty.
2. The overlooked connection between monetary policy, inflation, and real asset growth.
3. Why slowing down—and literally taking a walk—can transform your decision making under pressure.

🎧 Listen now to learn how to think like a historian, act like an investor, and make better wealth decisions for the long run.

About Barca Capital: https://www.barcacapital.com/

More about John De Goey: https://www.johndegoey.ca/

Are we witnessing a financial turning point—or a warning sign? With gold surpassing $4,000 an ounce, the highest price in modern times, questions are swirling about what’s driving this unprecedented surge.

As government data goes dark amid a shutdown, central banks are quietly buying gold and global markets are flashing mixed signals. Inflation, debt, and de-globalization are reshaping the financial landscape, leaving investors to wonder: is gold still the ultimate safe haven—or a symptom of deeper instability?

In this episode, you’ll discover:

1. The real reasons behind gold’s record-breaking rally in modern times.
2. How central banks and inflation fears are driving global financial behavior.
3. What investors should consider before jumping into gold amid economic uncertainty.

Tune in now to understand what gold’s highest price in modern times really means for your money—and how to prepare for what’s next.

More about John De Goey:

https://www.johndegoey.ca/

Can compassion and financial responsibility coexist when relationships are tested by crisis?

In this episode of Make Better Wealth Decisions, host John explores the intersection of mental health, money, and relationships with award-winning journalist and Beyond Well Media founder Sheila Hamilton. Together, they unpack how unchecked mental illness can quietly erode financial stability, emotional security, and even family trust—and what you can do to safeguard all three.

By listening, you’ll learn:

1. How to recognize early warning signs that mental health challenges are influencing financial behaviors.
2. Why setting boundaries and “pre-commitment” agreements can save both relationships and wealth.
3. Practical strategies for approaching financial and emotional crises with empathy and structure.

If you want to make wiser wealth decisions while protecting your relationships and mental well-being, tune in now to hear this deeply personal and enlightening conversation with Sheila Hamilton.

Visit Beyond Well Media

Sheila Hamilton's podcast: Beyond Well Podcast Series

More about John De Goey

What happens when political chaos and market calm collide? The latest government shutdown may look like business as usual, but could it be the canary in the coal mine for something bigger?

In this episode, we explore how Trump’s presidency and his disruptive approach to governance are testing the resilience of the markets — and why investors shouldn’t ignore the rising political temperature, even when stock charts stay green.

You’ll discover:

1. The hidden links between political instability and capital markets — and why those connections may finally matter.
2. Why “this time it’s different” might not be the dangerous phrase it used to be.
3. How to position your portfolio defensively with hard assets like real estate and gold amid unpredictable political currents.

Tune in now to understand what the latest government shutdown really means for your markets strategy — before the next headline hits.

https://www.johndegoey.ca/

Most investors still rely on growth models tied to population expansion — but what happens when 25% of Americans are child-free and birth rates keep falling?

In this episode, we dive into the controversial but urgent conversation around Child-Free Wealth, Demographics, and Investing with Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. He explains why the “standard life script” no longer applies, how demographic decline threatens our economy, and what that means for your money.

You’ll discover:

1. Why demographic realities may upend traditional investing assumptions like constant market growth.
2. How being child-free changes financial planning — from estate design to long-term care.
3. What investors and advisors must do now to prepare for a future where sustainability, not endless growth, is the benchmark.

👉 Listen now to learn how to design wealth decisions that fit the real world — not outdated assumptions.

Know more about Childfree Wealth: https://childfreewealth.com/

About John De Goey: https://www.johndegoey.ca/

Are you underestimating the impact of a US government shutdown on your financial future?

Too often, market commentary focuses on GDP or Federal Reserve actions without acknowledging the political storms shaping the economy. The looming shutdown isn’t just a political drama—it has real consequences for jobs, health benefits, and investor decisions.

In this episode, you’ll discover:

1. Why the US government shutdown directly impacts everyday Americans and investors.
2. The overlooked connection between politics, capital markets, and economic stability.
3. How to adjust your financial perspective when disruption becomes the new normal.

Listen now to understand the true stakes of a US government shutdown—and prepare smarter for what’s ahead.

In this episode, Canadian Olympic legend Ken Read—one of the fearless “Crazy Canucks”—shares how the principles of risk and reward shaped his career in downhill skiing, philanthropy, and leadership. From racing down the world’s toughest courses to helping Canada “Own the Podium,” Ken reveals what true decision making looks like under pressure and how those lessons apply far beyond sport.

You’ll learn:

1. How to see risk and reward as two sides of the same decision-making process.
2. Why calculated choices—not reckless ones—lead to success in both life and finance.
3. The simple mental shifts Ken used to handle high-stakes decisions with confidence.

🎧 Listen now to discover how Ken Read’s approach to risk and reward can transform your decision making in business, finance, and everyday life.

For more about John De Goey:

https://www.johndegoey.ca/

Markets cheered when the Bank of Canada and the Federal Reserve lowered interest rates—but should you?

What looks like a boost for growth may actually be a warning sign. Rate cuts often mean the economy is weakening, unemployment risks are rising, and a dangerous wave of inflation could be right around the corner.

In this Weekly Wealth Update, you’ll learn:

1. Why falling interest rates are more like antibiotics for a sick economy than a sign of real strength.
2. How central banks’ aligned moves could create ripple effects for markets, jobs, and portfolios.
3. The inflationary storm that might be building as tariffs and low interest rates collide.

Tune in now to understand how today’s interest rate cuts could shape tomorrow’s economy—and what that means for your wealth decisions.

Longevity risk is one of the least discussed yet most impactful challenges in retirement planning. Many people still base their financial planning on outdated assumptions, risking a shortfall in their later years.

In this episode with Fraser Stark, President of the Longevity Retirement Platform at Purpose Investments, you’ll discover:

1. How longevity risk reshapes the way you should approach retirement planning.
2. Why the old “4% rule” may no longer hold up for modern financial planning.
3. Smart strategies—like risk pooling and CPP deferral—that can help you avoid running out of money.

Listen now to learn how to safeguard your financial future and make smarter retirement planning decisions that stand the test of time.

Visit The Longevity Pension Fund

To know more about John

In this episode of Make Better Wealth Decisions, host John De Goey sits down with Mike Schwartze, co-founder of Basis Point Media, to unpack the growing role of financial influencers in shaping public opinion and trust. They dive into how everyday investors decide who to believe, what advisors can learn from influencer strategies, and why building trust at scale is no longer optional.

You’ll discover:

1. Why financial influencers build trust so quickly—and what advisors can borrow from their playbook.
2. The biggest mistake financial advisors make when creating content and how to avoid sounding transactional.
3. A practical way to balance education, engagement, and storytelling so your message resonates.

🎧 Listen now to learn how to cut through the noise, compete with financial influencers, and build lasting trust with your audience.

In a past conversation with Josh Will of Virtus, we break down how private real estate works and why securitized real estate investments let you own pieces of properties in small, affordable chunks. For those priced out of the housing market, this might be the smartest way to access the benefits of real estate without the stress of ownership.

Here’s what you’ll take away from this episode:

1. Why private real estate wealth decisions can be made without ever holding a deed.
2. How securitized real estate investments diversify your portfolio beyond stocks and bonds.
3. Practical ways to get started in real estate for as little as $5,000–$10,000.

If you’re ready to rethink how you build wealth and open the door to real estate investing, tune into this episode now.

For more about John

With rising interest rates, shifting cashflows, and competing investor strategies, it’s harder than ever to know if you’re making the smartest move with your portfolio.

This week, industry veteran Josh Will—President of Virtus Capital Corporation—shares 20+ years of lessons on private real estate investing, from decision-making frameworks to navigating inflation, tariffs, and cross-border opportunities.

You’ll discover:

1. The 3 essential factors that drive smart private real estate wealth decisions beyond just “location.”
2. Why cashflow—not timing—should guide your investing strategy in today’s market.
3. How private real estate investing differs from public REITs and which approach fits your long-term wealth plan.

👉 Tune in now to learn how to make better wealth decisions with private real estate investing—and avoid the costly mistakes most investors overlook.

More about Virtus Diversified REIT

Visit John's website

In this episode, we explore the reverse mortgage option with insights from longtime Canadian personal finance expert Patricia Lovett-Reid. For those who are “house rich but cash poor,” this strategy could unlock hundreds of thousands — even millions — in home equity without forcing you to sell or move.

You’ll discover:

1. Who qualifies for a reverse mortgage in Canada and how it works.
2. The surprising flexibility this tool offers for lifestyle needs, family support, and emergencies.
3. Why reverse mortgages aren’t for everyone — and how to decide if it fits your retirement plan.

👉 If you’re planning for retirement and wondering how your home equity can support your lifestyle, this episode will give you the clarity you need to make smarter financial choices.

To know more about John:

https://www.johndegoey.ca/

So many people believe building wealth is about saving harder or working longer — but as financial journalist Patricia Lovett-Reid shares, it’s really about clarity, literacy, and intentional decision-making. In this episode, we explore what the millionaire mindset looks like in practice, how better wealth decisions can transform your financial future, and why financial literacy is the foundation of it all.

Here’s what you’ll take away:

1. The surprising habits millionaires share that anyone can adopt.
2. Why financial literacy matters more than income when it comes to wealth decisions.
3. How to shift your mindset so your money supports the life you want — not the other way around.

👉 Listen now to discover how you can strengthen your millionaire mindset and start making smarter wealth decisions today.

This episode explores how principles of military decision making—focus, discipline, and process—can dramatically improve the way you handle money and investments.

Good decision making isn’t about instinct or copying what friends are doing—it’s about having a framework. Drawing from insights shared by a U.S. Coast Guard Lieutenant Commander, we break down how you can borrow strategies used in high-stakes environments to bring clarity and purpose to your financial choices.

By listening, you’ll discover:

1. How applying focus and discipline can strengthen your financial decisions.
2. Why assessing risks, returns, liquidity, and tax consequences helps avoid costly mistakes.
3. A simple decision-making process you can use to reduce regret and improve outcomes.

👉 Tune in now to learn how to apply battle-tested decision making to your financial decisions and start building with clarity and confidence.

To visit John's website:

https://www.johndegoey.ca/

In this episode, Lieutenant Commander Lili Simon of the U.S. Coast Guard joins us to explore how the principles of military decision making can directly apply to your personal and financial life.

We dive into the often-overlooked concept of decision hygiene—the frameworks and habits that help you think clearly, reduce bias, and make better calls under pressure.

By tuning in, you’ll discover how to:

1. Apply decision hygiene to strengthen your everyday decision making.
2. Borrow high-stakes strategies from the military to reduce stress and improve outcomes.
3. Empower yourself to make confident decisions—even when information is incomplete.

👉 If you want to make smarter, more resilient choices in life and money, this is the episode you don’t want to miss.

To know more about John:

https://www.johndegoey.ca/

For years, investors have had only partial visibility into their true costs. That’s about to change with the arrival of total cost reporting in 2027.

This episode explores why the shift is happening, what it means for your investments, and how you can use this new transparency to your advantage.

Here’s what you’ll gain:

1. A clear understanding of what total cost reporting in 2027 will reveal about your fees.
2. How better disclosure could reshape your investment decisions.
3. Practical ways to prepare now so you’re ahead of the curve.

🎧 Listen today to learn how 2027 could mark a turning point in your financial clarity and confidence.

To know more about John:

https://www.johndegoey.ca/

In this candid conversation with Rob Carrick, recently retired Globe and Mail personal finance columnist, we unpack the evolution of financial advice, the rise of low-cost investing, and the under-served mass market that AI in finance could finally reach.

By the end of this episode, you’ll learn:

1. The three biggest changes in financial advice since the 1990s — and what still needs to happen.
2. How investing trends like ETFs, fee-only planning, and unbundled services are reshaping the industry.
3. Why AI in finance could bridge the gap for millions of Canadians lacking access to quality planning.

Listen now to hear Rob’s insider perspective on the past, present, and future of financial advice — and how to prepare for the investing trends that are coming next.

To visit John's website:

https://www.johndegoey.ca/

In this episode, we revisit the roots of behavioral finance and explore four essential books that reveal why smart people still make predictably irrational money choices. From Nobel Prize-winning research to laugh-out-loud examples, these reads unpack the psychology behind your financial decisions and how to improve them.

You’ll discover:

1. How “Thinking Fast and Slow” explains the mental shortcuts that sabotage your wealth.
2. Why “Nudge” shows the subtle ways environments steer your decisions without you noticing.
3. The surprising humor in “Misbehaving” and “Predictably Irrational” that makes learning about biases fun.

Listen now to choose your next behavioral finance book and start turning your money biases into better decisions.

If you've ever wondered why it's so hard to start investing—or why losses feel like a gut punch even when you're playing the long game—you’re not alone. Most of it comes down to your brain, not your bank account.

This week’s guest, Merle van den Akker, a PhD in behavioral science and Senior Product Manager at a major Australian financial institution, unpacks how investor psychology and behavioral finance shape every decision we make—from real estate to the stock market.

You’ll walk away with:

1. 💡 A clearer understanding of risk aversion vs. loss aversion—and why the difference matters
2. 🧠 How to use behavioral finance strategies to actually follow through on good money habits
3. 🛠️ Real-world nudges and automation tools that can help you invest smarter—especially when emotion tries to sabotage you

If you're ready to stop second-guessing every investment decision and build financial habits that stick—this episode is your blueprint.

▶️ Tune in now and take the emotion out of your investment strategy.

Most investors assume their financial advisor has full discretion over portfolio recommendations. But behind the scenes, compliance departments are shaping your options in ways you might never have considered—especially when it comes to offering memorandum products.

If you’ve ever been told “this investment isn’t suitable” or wondered why alternative assets are capped at 10%, this episode unpacks the internal restrictions that affect your wealth strategy.

In this episode, you’ll discover:

1. How compliance policies impact your advisor’s ability to recommend certain products
2. Why many firms label offering memorandum products as “high risk”—even when they’re not
3. How internal risk frameworks may be quietly limiting your ability to diversify and grow wealth

Tune in now to understand the real gatekeepers of your financial decisions—and how to navigate around their limitations.

To visit John's website 

https://designedwealthmanagement.ca/

If you're an advisor or in compliance, this conversation with Fardan Ali will challenge everything you’ve assumed about regulation, advisor relationships, and what true compliance partnership looks like.

Fardan, a compliance manager who’s worked with hundreds of advisors, breaks down why the compliance department shouldn't be your enemy — and how outdated best practices and legacy systems are damaging advisor productivity and client service.

In this episode, you’ll learn:

1. Why “Know Your Advisor” (KYA) is just as crucial as KYC and KYP
2. How reframing compliance as collaboration can boost your practice
3. What real, regulator-approved “meaningful discussions” should look like — and how to do them right

🎧 Listen now to shift your mindset on compliance and elevate your advisory practice.

https://designedwealthmanagement.ca/

To visit John's website

With the August 1st deadline approaching fast, the uncertainty around whether tariffs will actually be imposed—and how markets will react—is growing by the day. In this episode, journalist Diane Francis joins the conversation to unpack what might happen if Trump follows through, and what that could mean for your financial strategy.

You’ll learn:

1. Why August 1st could become a pivotal moment for global trade and your investments
2. How to build a decision tree for your portfolio in uncertain geopolitical times
3. What smart investors are doing now to think ahead—before headlines shake the markets

Listen now to stay ahead of the curve and make smarter portfolio moves before it’s too late.

To visit John's website

In this episode, journalist and geopolitical analyst Diane Francis unpacks the ripple effects of U.S. tariffs, Canada’s recession risk, and the future of Ukraine—offering a sharp, economics-first lens on international power struggles.

With 50 years of reporting experience across world capitals, Diane shares blunt, deeply informed insights on how global decision-making is being reshaped in real time.

What you’ll learn in this episode:

1. Why understanding geoeconomics is more critical than ever for investors and citizens
2. The real impact of Trump’s tariff strategy—and why retaliation could backfire
3. How the war in Ukraine may end—and what global powers are doing behind the scenes

If you're trying to make sense of 2025's complex global reality, this episode is a must-listen. Get the full download on what’s coming next.

Diane Francis on Substack

Visit John's website

In this episode, we sit down with Onno Rutten, portfolio manager at MacKenzie Investments, to explore what it really takes to navigate today’s changing investment landscape—especially when it comes to resources, deglobalization, and niche market strategy.

You’ll learn:

1. Why recency bias is holding back most advisors—and what smart managers do instead
2. How global changes like tariffs and reshoring are reshaping wealth strategy
3. When active investing might be the better move, especially in niche sectors like resources

To visit John's website 

https://www.mackenzieinvestments.com/en

Listen now to hear how the world’s best portfolio managers think through wealth decisions—so you can make smarter ones yourself.

Most investors stick with traditional strategies like 60/40 portfolios or chase headlines, but today’s markets—especially in resources—demand something far more nuanced.

In this episode, we go inside the mind and process of Onno Rutten, Vice President and Portfolio Manager at MacKenzie Investments, who manages mutual funds and ETFs focused on the resource sector. He breaks down the macro forces reshaping the global economy and how disciplined portfolio management adapts to those changes.

You’ll learn:

1. Why sustainable free cash flow is the ultimate metric in resources investing
2. How to recognize macro themes like deglobalization and de-dollarization early—before they price in
3. What retail investors and advisors get wrong about portfolio construction and risk management

Discover how to think like a professional portfolio manager—so you can make better wealth decisions today. Tune in now.

To visit John's website 

Mackenzie Investments

Most investors stick to the usual suspects—stocks, bonds, mutual funds—because that’s what they know. But what if you’re missing out on a high-performing, low-volatility income stream that’s been hiding in plain sight?

In this episode, we dive into music royalties as a powerful and underutilized alternative asset. You’ll learn how this stable income source can improve risk-adjusted returns and why it could be the smartest wealth decision you make this year.

Here’s what you’ll discover:

1. How music royalties generate consistent returns—often 7%–9%—with low risk
2. Why traditional portfolios may underperform in the coming decade
3. The practical considerations of investing in music royalties, including liquidity and allocation tips

Listen now to explore how music royalties can help you build a more resilient and profitable portfolio.

To visit John's website

More about ICM Asset Management

If you've never considered music royalties as part of your investment strategy, you're not alone — but you're likely missing out. In this episode, John talks with David Vankka, President and CFO at ICM Asset Management and lead manager of the Crescendo Music Royalty Fund. They explore how this niche asset class delivers surprising stability and strong, uncorrelated returns.

In this episode, you’ll discover:

1. How music royalties work — and how you can earn steady income from them.
2. Why streaming trends and catalog deals are changing the way wealth is built.
3. The unique diversification power of royalties that don’t care what the market is doing.

Want stable, low-volatility returns from something people consume daily?

Listen now and see how music royalties can strengthen your portfolio.

ICM Asset Management

To visit John's website

Financial resilience shouldn't be a privilege. In this episode, we explore how underserved and underrepresented communities — from LGBTQ+ individuals to visible minorities — are often excluded from the guidance they need most.

You’ll discover:

1. Why traditional financial systems overlook the people who need them most
2. How organizations like CAFE are bridging the advice gap for underserved communities
3. What financial advice really means when your background didn’t include wealth or security

Listen now to learn how we can all support better wealth decisions — for everyone, not just the wealthy.

To visit John's website

The Canadian Association for Financial Empowerment (CAFE)

This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Association for Financial Empowerment), to discuss how trauma-informed, inclusive financial education is changing lives—and saving them.

CAFE isn’t just an organization; it’s a movement grounded in equity, social responsibility, and access. With stories that range from systemic reform to saving lives through counseling, William shows us what a human-first approach to financial empowerment truly looks like.

What you’ll learn in this episode:

1. Why financial literacy must be trauma-informed and equity-centered to be effective in Canada
2. How marginalized communities can access meaningful, bias-free financial advice
3. What real reform in financial services looks like—from the front lines to global influence

Listen now to learn how you can support—and participate in—a more empowered financial future for all Canadians.

To visit John's website

The Canadian Association for Financial Empowerment (CAFE)

In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in financial advisors and how these character qualities impact your long-term wealth decisions.

Here’s what you’ll learn:

1. Why attitude and character matter more than credentials in your advisory relationship.
2. How to evaluate your advisor’s ability to navigate complexity and uncertainty — not just sell confidence.
3. The power of thinking through risk without a bias toward action — and why it leads to better wealth outcomes.

Listen now to rethink how you choose — and work with — the people who guide your financial future.

If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional success didn’t protect him from making common financial mistakes—until he partnered with a fiduciary advisor.

You’ll learn:

1. Why going it alone with your finances can be a costly (and stressful) mistake
2. What successful professionals actually want from their financial advisors
3. How to use humor, humility, and honesty to improve your money mindset and reduce emotional risk

If you're ready to build smarter wealth with less stress, this episode is your next best decision.

Tap play now to hear why even top consultants don’t go it alone.

Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales?

In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insight from expert Jason Watt, we unpack how financial planning is finally being treated like a real profession — and why you need to know the difference.

You’ll learn:

1. Why licensing doesn’t guarantee qualified financial advice
2. What questions to ask to make sure your advisor is using evidence-based strategies
3. How financial planning is evolving into a peer-reviewed, research-driven profession

If you want smarter decisions and more reliable financial planning, this episode is a must-listen.



In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than a bad investment ever could.

You’ll discover:

1. Why RRSP contributions often create more downstream tax benefits than TFSAs—especially for parents.
2. How to avoid common behavioral pitfalls in financial planning (and why good planners consider your values, not just your goals).
3. What advisors and consumers alike get wrong about active management—and how to spot high-fee traps.

🎧 Listen now to learn how to make better financial planning choices and avoid costly wealth decisions, with insights you won’t hear from your average advisor.

In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to quality advice for underserved communities.

You’ll learn:

1. How the CFFP is mobilizing certified financial planners across Canada to offer pro bono advice.
2. Why basic financial education—from credit cards to budgeting—is still out of reach for many.
3. What you can do to support financial literacy and equity, either by volunteering or donating.

Discover how financial planning can be a force for good—and how you can help close the advice gap.

https://www.cffp.ca/

To visit John's website

What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP).

Financial resilience isn't about having more—it's about knowing more.

John welcomes Carolyn Fallis, Chair of the CFFP, to discuss how this new charity is bringing qualified, pro bono financial planning to underserved communities across Canada—starting with newcomers and expanding into wider DEI groups. If you've ever thought financial advice was a luxury, this episode will challenge that assumption.

Here’s what you’ll learn:

1. Why financial planning—not just financial literacy—is key to improving wealth decisions.
2. How the CFFP is building a scalable, volunteer-powered model for reaching marginalized Canadians.
3. Real-world outcomes from early workshops—and what’s next as the foundation grows nationally.

Start making better wealth decisions—no matter your background—by hearing how the CFFP is changing lives. Listen now.

To know more about Carolyn Fallis and the CFFP

https://www.johndegoey.ca/

This week, we unpack a different perspective: how networking—not just investing—can have the greatest long-term impact on your wealth, career, and life. Inspired by The Ripple Effect by David Tsubouchi, this episode looks at how meaningful relationships, community service, and helping others can open doors money alone can’t.

Here’s what you’ll take away from this episode:

1. Discover why wealth is built through people, not just portfolios
2. Learn how to start networking—even if you're introverted or unsure where to begin
3. Understand why marginalized groups benefit the most from strategic relationship-building

If you’re ready to level up your financial future, start by investing in the right people—listen now.

📘 Book Mentioned: The Ripple Effect by David Tsubouchi

To visit John's website

In this episode, former cabinet minister and author David Tsubouchi reveals why integrity-based networking is more powerful than any LinkedIn strategy or business card blitz. Drawing from his new book The Ripple Effect, he shares how real relationships—not transactions—drive real success.

This isn’t just about climbing the ladder. It’s about who climbs with you.

You’ll learn:

1. Why integrity and culture matter more than quantity when building your network
2. How to improve your wealth decisions by surrounding yourself with the right people
3. What most young professionals get wrong about networking—and how to fix it

If you want to make better wealth decisions by building genuine, lasting connections, this episode is your blueprint.

To visit John's website 

If so, you might be missing out on one of the most powerful—and underutilized—tools for building a better investment portfolio: private real estate. In this episode, we break down how institutions and hedge funds have been using it for decades, and how you can access it with as little as $20,000.

In this episode, you’ll learn:

1. Why private real estate could be your portfolio’s best diversifier in 2025.
2. How real estate compares to stocks and bonds in risk, return, and volatility.
3. What fundamentals are driving long-term value in rental properties across Canada.

Listen now to discover how private real estate can strengthen your investment portfolio—without becoming a landlord.

To visit John's website

If you’ve ever dismissed private real estate or alternative investments as “too complex” or “illiquid,” you might be leaving serious returns on the table.

In this episode, Jason Jogia—CIO and co-founder of Avenue Living—shares how his firm built an $8 billion real estate portfolio by leveraging vertical integration, accessing new capital markets, and choosing markets that most investors ignore. We dig deep into the critical differences between public vs. private real estate, and how the best wealth decisions often come from what most people overlook.

You’ll learn:

1. Why private real estate often outperforms public REITs over time
2. How vertical integration and scale can reduce risk and boost efficiency
3. What key indicators to look for before investing in any alternative asset

🎧 Start listening now and find out how to make smarter, better wealth decisions using private real estate.

To visit John's website

In this episode, we break down the essential difference between misinformation and disinformation, and how both are deeply embedded in the Canadian financial services industry. Drawing on a conversation with a veteran media journalist and supported by academic research, we explore how misguided beliefs are perpetuated by advisors who often don’t realize they’re spreading untruths—and why that should alarm every investor.

You’ll learn:

1. The clear distinction between misinformation and disinformation—and why intent matters.
2. How social psychology and industry dynamics lead advisors to adopt and share false beliefs.
3. The practical steps you can take to evaluate whether your advisor is truly independent—or just repeating the industry script.

🎧 Listen now to protect your portfolio and sharpen your critical thinking.

To visit John's website

Legendary Canadian broadcaster Steve Paikin joins the conversation to explore the shifting role of journalism in an era defined by disinformation, industry complacency, and political volatility. From moderating federal debates to closing out The Agenda, Steve reflects on the integrity of his craft—and what happens when misinformation becomes the norm.

You’ll hear:

1. How Steve defines the real difference between misinformation vs. disinformation—and why it matters
2. The one mistake most media and financial professionals are still making about public trust
3. Why “tough but fair” questioning is harder (and more essential) than ever in today’s journalism

🎙️ Tap into decades of wisdom from a media veteran who still believes in facts over flash. Listen now for insight that cuts through the noise.

To visit John's website 

If you’re making wealth decisions without reflecting on capital market history, you could be flying blind. In this episode, we explore why understanding the past—like Japan’s 33-year market recovery and the stagflation of the 1970s—should shape how you invest during today’s volatile economy.

You’ll learn:

1. How past recessions and recoveries can sharpen your future investment strategy
2. Why valuation context matters more than short-term panic
3. The behavioral finance insight that can keep you grounded when markets shake

Start investing with purpose—listen now to shift your perspective and make better wealth decisions.

To visit John's website

Despite advancements in behavioral finance, most advisors still follow legacy strategies that ignore how real investors actually behave under stress. In this episode, Philip Toews joins us to challenge the conventional 60/40 portfolio and offer a behaviorally informed alternative that can help investors stay resilient through economic shocks.

You’ll discover:

1. How to reframe portfolio construction starting with investor psychology—not historical assumptions.
2. Why behavioral coaching must happen before the crisis, and how to structure it.
3. What makes hedged equities and adaptive bond strategies a smarter choice in today's fragile global finance system.

Listen now to learn how to rewire your investment strategy for real-world investor behavior and future-proof your portfolio.

More about John De Goey

In this episode, we explore the surprising ways we deceive ourselves when it comes to money, investing, and decision-making. Inspired by a conversation with author Mark Robinson, we dive deep into the psychology behind self-sabotage in wealth-building.

You’ll learn:

1. Why overconfidence and ego-protection lead to poor financial outcomes.
2. How to identify the rational lies you tell yourself—and stop repeating costly mistakes.
3. A better framework for making purposeful, clear-headed wealth decisions.

💸 If you're serious about building real wealth, it starts by telling yourself the truth—listen now and change how you make financial decisions.

To visit John's website 

The Shitty Leadership Series by Mark Robinson

In this hard-hitting conversation with Mark Robinson (a.k.a. The “Shitty Leadership Guide”), we unpack how our self-deception, optimism bias, and avoidance of uncomfortable truths undermine our ability to lead, invest, and grow wisely.

Whether you're a financial advisor, business leader, or just someone trying to make smarter decisions, this episode reveals how ego distorts your sense of realism—and how to shift back into clarity.

In this episode, you’ll discover:

1. Why optimism bias leads people to ignore risk and cling to illusions in both money and leadership
2. How to spot when your decisions are ego-driven rather than growth-oriented
3. Simple practices to increase self-awareness and start making realistic, long-term financial decisions

Stop flattering your ego and start feeding your future—listen to this episode now.

To visit John's website 

The Shitty Leadership Series by Mark Robinson

This episode explores why structured products are often overlooked in traditional finance—and how they can play a pivotal role in helping you make better wealth decisions. Whether you're managing risk or aiming for long-term financial stability, this strategy deserves your attention.

In this episode, you’ll discover:

1. The critical difference between risk tolerance and risk capacity—and how it shapes your strategy
2. How structured products like inverse notes can protect your portfolio from downside market moves
3. Why diversification through weakly correlated assets can reduce loss aversion and improve decision-making

Listen now to rethink your financial strategy and make smarter, more resilient wealth decisions.

Structured notes have exploded in popularity, yet remain misunderstood by many investors. This episode breaks down how they work, why they’re so adaptable, and how they help balance risk and return in volatile markets.

In this conversation with Matthew Thomas, Director at National Bank Financial, you'll learn:

1. How structured notes blend equity upside with downside protection for modern investors
2. The key trade-offs—especially tax treatment—and where to use these products most effectively
3. Why structured notes may help manage investor behavior and keep portfolios intact during market swings

Discover how to use structured notes to confidently navigate risk, uncertainty, and investment decisions—tune in now.

To visit John's website

In today’s episode, you'll uncover the uncomfortable truth about how who you marry shapes your financial future — and why using a mediator, not a courtroom, is critical if things go wrong.

If you’ve never thought about marriage as one of your biggest wealth decisions, you’re not alone — but this episode will give you the perspective (and tools) you need to protect yourself. We break down why proactive planning beats painful surprises every time.

You’ll discover:

1. How marriage impacts your wealth, financial health, and long-term security.
2. Why working with a mediator makes divorce financially and emotionally easier.
3. What steps you can take today to safeguard your assets — even if you’re happily married.

Want to make smarter marriage and wealth decisions that protect your future? Tune in now and build a plan you're proud of!

To visit John's website

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, but the truth is: most couples don’t need them.

Divorce mediator Tom Davis shares how the wrong decisions early on can lead to unnecessary financial loss, extended legal battles, and emotional damage—especially when courts get involved too soon.

Listen now to learn:

1. How to avoid the biggest financial traps in divorce proceedings
2. Why mediation is often the smarter (and cheaper) alternative to litigation
3. The secret strategy that helps couples protect their assets and peace of mind

Want to protect your marriage wealth and make smart financial decisions in divorce?

Listen now and find out how to avoid unnecessary costs, chaos, and courtrooms.

To visit John's website

Tom Davis' website: https://myfamilymediation.com/

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, and default behaviors are quietly shaping our financial outcomes — often in the wrong direction.

In this episode, you’ll discover:

1. Why “thinking about how you think” is a critical skill for financial literacy
2. How to spot confirmation bias and other traps that affect your wealth strategy
3. A simple, powerful method to improve decision quality — using feedback from others

If you want to build real wealth and make smarter decisions with your advisor, this episode is a must-listen.

Start now — and rethink how you think.

To visit John's website

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 choices, blindly following these internal scripts could be quietly sabotaging your financial future.

In this episode, you’ll discover:

1) Why understanding your own subconscious patterns is the secret weapon to smarter investing

2) How to recognize and overcome the subtle biases that cloud your judgment

3) The surprising role of technology in amplifying—or improving—your decision-making process

Press play now to uncover the blind spots holding you back from making truly informed, confident wealth decisions.

To visit John's website

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, and access capital while minimizing taxes.

In this episode, you will:

1) Discover how overfunded permanent life insurance can act as a tax-efficient savings strategy within your corporation.

2) Learn how to borrow against your policy while keeping your capital working for you.

3) Understand how to overcome common misconceptions about insurance and use it as a legitimate wealth-building tool.

Tune in now to uncover a niche but powerful strategy that could change how you manage and grow your corporate wealth.

To visit John's website

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 benefit.

It could be the missing piece in your wealth strategy that gives you liquidity, tax efficiency, and long-term leverage.

In this episode, you will:

1) Discover how to use a high early cash value policy as a liquid emergency fund or source of tax-free retirement income.

2) Learn how incorporated business owners can grow wealth faster using corporate-owned life insurance policies.

3) Understand the real difference between outdated insurance strategies and today’s more flexible, investment-savvy approaches—and how to avoid the common pitfalls.

Hit play to uncover the lesser-known wealth strategies that top-performing business owners and investors are quietly using to build tax-efficient, flexible portfolios.

To visit John's website

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 imagined.

In this episode, you will:

1) Discover how these new tariffs signal a deeper geopolitical strategy that could permanently alter investment fundamentals.

2) Understand which asset classes are most vulnerable—and which may offer surprising resilience—in this volatile new landscape.

3) Learn how to position your investments to weather chaos, avoid common blind spots, and make sharper wealth decisions amid uncertainty.

Hit play now to learn how to safeguard your portfolio in a world where economic logic is no longer guaranteed.

To visit John's website

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, but a poly crisis that could blindside even seasoned investors.

In this episode, you will:

1) Gain insider insight from one of North America’s top trade lawyers on how these tariffs may escalate and what it means for Canada's economy.

2) Understand the four future scenarios that could emerge—including a potential return to Fortress North America—and how each might impact your investments.

3) Discover practical, grounded advice on navigating extreme market volatility, global uncertainty, and what Canada must do to survive—and thrive.

Tap play now to hear the conversation that could change how you protect and grow your wealth in a world where the rules are being rewritten.

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

To visit John's website

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 products emerging, staying informed is essential for professionals guiding your investments.

In this episode, you’ll learn:

1) How financial journalism tailored for advisors helps them make better recommendations.

2) Why staying informed is a key part of a financial advisor’s professional responsibility.

3) What role financial press plays in shaping the future of wealth management.

Tune in now to gain insight into how financial advisors stay ahead—so you can benefit from smarter, well-informed wealth decisions!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

To visit John's website

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 episode, you will:

1) Learn the key differences between consumer financial journalism and advisor-focused trade media and how it impacts the advice you receive.

2) Discover the three biggest economic stories financial advisors are tracking in 2025, including crypto, trade, and the looming risk of stagflation.

3) Hear straight from a veteran editor how financial journalists decide what stories to tell—and how advisors can use media to better serve their clients.

Listen now to uncover how the financial media filters your view of the economy—and how to see what’s really going on behind the headlines.

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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.

In this episode, you will:

1) Discover how financial consultants shape the advice your advisor gives you.

2) Learn why strategic decision-making is essential for financial advisors to serve clients effectively.

3) Understand how financial advisors evolve to meet the challenges of market fluctuations, retirement planning, and business transitions.

Hit play now to uncover how financial consultants improve the advice you receive and why their expertise matters more than ever!

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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, gender dynamics, and trust impact the way we manage money.

In this episode, you will:

1) Discover how online communities are shaping financial decisions—often leading to risky behavior.

2) Understand why women investors are more loyal and better clients—and how financial advisors are missing out.

3) Learn the crucial steps advisors and institutions must take to build trust and stay relevant in the digital age.

Don't let hidden biases and online echo chambers control your financial future—tune in now to uncover the truth behind financial decision-making! 🎧

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 risks, and strategic adjustments in today’s financial landscape.

In this episode, you will:

1) Discover how to align your investments with your values without compromising returns.

2) Learn how geopolitical and economic changes impact your portfolio and what you can do about it.

3) Gain insights into diversifying risk in an overvalued market while staying true to your financial philosophy.

Hit play now to uncover strategies for making smarter investment decisions in a rapidly changing world.

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 investing.

In this episode, you will:

1) Understand the difference between ESG investing, socially responsible investing, and impact investing—and how they impact your portfolio.

2) Learn how to align your investments with your values without sacrificing long-term financial security.

3) Get expert insights on the future of sustainable investing and how global economic shifts may shape your financial decisions.

Hit play now to discover how to invest with both your wallet and your values in mind—without falling into common investing traps.

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 strategies, your wealth could be at risk.

In this episode, you will:

1) Understand why higher interest rates and inflation require a shift in your investment approach.

2) Learn how to adjust your portfolio to protect against economic uncertainty and market volatility.

3) Discover the key assets and strategies that can help you build long-term, resilient wealth in a changing world.

Don't let outdated strategies put your financial future at risk—listen now to learn how to make smarter investment decisions in today’s uncertain economy.

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 investments and why traditional asset allocation strategies may no longer work in this new era.

In this episode, you will:

1) Discover why inflation is likely to remain high for the next decade and what that means for your portfolio.

2) Learn how hard assets like real estate and commodities can serve as a hedge in this environment.

3) Understand the psychological traps that investors fall into—and how to make better wealth decisions despite market uncertainty.

Don’t let outdated investment strategies erode your wealth—listen now to hear expert insights on positioning your portfolio for the decade ahead!

To visit John's website

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 rethink your approach now—before it's too late.

In this episode, you’ll learn:

✅ Why the 40-year bond bull market is over—and what that means for your portfolio.

✅ How global conflicts and economic shifts are reshaping investment risks and opportunities.

✅ What asset classes and strategies can help safeguard your wealth in this new financial landscape.

Don’t let outdated strategies put your investments at risk—hit play now and learn how to adapt to the new market reality! 🎧📈

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 maximize diversification without sacrificing returns.

In this episode, you will:

1) Discover how return stacking works and why it's gaining traction among top investors.

2) Learn how adding certain "risky" assets can actually reduce your portfolio's overall risk.

3) Find out the biggest mistakes investors make with diversification—and how to avoid them.

Don't leave your portfolio exposed—press play now to uncover the smarter way to build lasting wealth!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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, and cost of living?

If you're not thinking about these factors now, you could be setting yourself up for years of financial stagnation.

In this episode, you’ll discover:

✔️ Why high market valuations are a terrible tool for timing your investments—what you should focus on instead.

✔️ How the upcoming global tariff war could slash your standard of living, job security, and purchasing power.

✔️ The critical steps you must take now to protect your wealth before the market reacts.

Don't wait until it's too late—listen now to understand how these financial shifts could impact your future and what you need to do to stay ahead. 🚀

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 market valuations mirror the dot-com bubble and 1929 crash, and what that could mean for your investments.

In this episode, you will:

1) Understand why traditional valuation models are flashing red and what that means for long-term returns.

2) Learn how investor psychology can be your greatest asset—or your worst enemy—during a financial downturn.

3) Discover the simple, unglamorous strategy that protects your wealth no matter what happens in the markets.

Don’t let history repeat itself at your expense—listen now to get expert insights that could safeguard your financial future!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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’ll learn:

✅ Why traditional budgeting doesn’t work for most people—and what to do instead.

✅ How effective cash flow management helps you save for long-term goals like retirement and education.

✅ Practical strategies to automate your finances and reduce money-related stress.

If you’re ready to take control of your cash flow and make smarter wealth decisions, hit play now and start building a financial plan that actually works! 🎧

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 this episode, we uncover why budgeting sets you up for failure, how cash flow planning simplifies money management, and why your spending habits—not your income—determine your financial success.

In this episode, you will:

1) Discover the difference between budgeting and cash flow planning—and why one works while the other doesn’t.

2) Learn how to set up a simple system that eliminates financial stress and keeps you on track without micromanaging every dollar.

3) Find out the biggest behavioural mistakes people make with money and how to use psychology to make better wealth decisions.

If you’re tired of feeling like your money controls you instead of the other way around, hit play now to learn a smarter way to manage your finances! 🚀

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 you.

In this episode, you will:

1) Discover the three biggest mistakes financial advisors make—and why they don’t even realize they’re making them.

2) Understand the difference between misinformation and disinformation in the financial industry and how it affects your investments.

3) Learn how to protect yourself from bad advice and make evidence-based financial decisions.

Don't let industry biases derail your financial future—tune in now to uncover the truth behind financial advisor blind spots and take control of your investments!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 industry has been slow to change and what it means for your portfolio.

In this episode, you will:

1) Discover why passive investing is growing while active funds keep losing market share.

2) Understand the behavioral and psychological reasons advisors hesitate to embrace the evidence.

3) Learn how to identify an advisor who truly puts your best financial interests first.

Don’t let outdated investment strategies hold you back—listen now to uncover the truth about active vs. passive investing and make smarter wealth decisions.

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 ever.

This episode dives into the complexities of economic downturns and equips you with strategies to safeguard your wealth and career.

In this episode, you’ll learn:

1) The key insights from Clearbridge Investments' “Anatomy of a Recession” research and what it means for the U.S. and Canadian economies.

2) How potential U.S. tariffs could uniquely impact Canada’s economy and your investments.

3) Strategies to stay financially nimble and protect your portfolio during uncertain times.

Don’t wait for chaos to strike—hit play now and learn how to protect your wealth and prepare for the unexpected.

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 wondering whether to prepare for volatility or ride the wave of growth, this episode breaks it all down for you.

What You’ll Gain by Listening

1) Clarity on recession probabilities—understand what the leading indicators and expert predictions say about a potential downturn.

2) Insight into U.S. economic strengths—learn why the U.S. economy continues to outperform expectations and what that means for your investments.

3) Actionable strategies for wealth building—discover why dollar-cost averaging, active stock picking, and advisor insights could be your key to navigating 2025.

Don’t miss this data-driven discussion that could shape your financial decisions for the year ahead—click play now and stay ahead of the curve.

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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.

In this episode, you’ll learn:

1) Why U.S. stock valuations are at alarming levels based on key metrics like the Buffett Indicator and CAPE ratio.

2) How high valuations today could lead to lower returns—or even a "lost decade" for investors.

3) Essential strategies to manage portfolio risks, particularly for those nearing or in retirement.

Don’t wait until it’s too late—tune in now to gain insights that could safeguard your investments during uncertain times!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 clouds rational judgment.

In this episode, you will:

1) Discover why value investing remains crucial even in a growth-dominated market.

2) Learn how retail investors' "fear of missing out" is impacting market dynamics—and what you can do instead.

3) Get actionable advice on diversifying your investments and staying liquid amidst rising risks.

Play this episode now to gain expert insights from Professor George Athanassakos and protect your wealth from speculative traps.

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 investment decisions and achieve long-term financial success.

Here’s what you’ll gain from tuning in:

1) Practical tips for building a well-diversified portfolio tailored to your goals.

2) Insights into how to develop a repeatable decision-making process that aligns with your values.

3) Key strategies for managing costs, rebalancing, and avoiding common investor pitfalls.

Discover how to make wealth decisions with purpose and consistency—listen to the episode now and start improving your financial future today!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 portfolio managers to optimize portfolios and avoid common investment pitfalls.

Whether you're a seasoned investor or just starting out, the insights shared in this episode could transform the way you approach your wealth-building strategy.

In this episode, you'll learn:

1) How to balance your portfolio for maximum stability and growth without taking unnecessary risks.

2) The top signals and indicators portfolio managers use to identify winning investments and avoid costly mistakes.

3) Strategies for making better buy, hold, and sell decisions to align with your long-term wealth goals.

Don't miss out on this opportunity to elevate your investment strategy—click play now and start making better wealth decisions today!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 promoted, potentially leading to biased recommendations that may not always be in your best interest.

Understanding these hidden influences can help you make smarter, more informed financial decisions.

In this episode, you’ll discover:

1) How financial media is influenced by advertisers and why this affects the investment recommendations you see.

2) The limitations financial advisors face when recommending products—and how it impacts your portfolio.

3) How optimism bias in the financial industry can blind you to market risks and affect your long-term financial security.

Don’t let industry biases dictate your financial future—press play now to uncover the hidden influences shaping your investment decisions!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 the "bull shift."

Here’s what you’ll gain from listening:

1) Insights into how optimism bias shapes financial advice and the role media plays in perpetuating it.

2) Actionable strategies to make smarter investment decisions that align with your goals and timeline, no matter the market climate.

3) A better understanding of when to embrace optimism—and when to take a more cautious, data-driven approach to protect your wealth.

Start making better wealth decisions today by tuning in to this episode—your smarter financial future is just one click away!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 risk, and achieve better financial outcomes.

In this episode, you will:

1) Discover how alternative investments like infrastructure and real estate can improve portfolio stability and risk-adjusted returns.

2) Learn why traditional strategies may be incomplete and how a pension-style approach can transform your investment strategy.

3) Gain practical insights into integrating alternatives prudently to optimize your portfolio.

Tune in to this episode and uncover the strategies top pension plans use to achieve superior investment results—you won’t want to miss these insights!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 critical opportunities to optimize your investments.

This episode explores how adopting TPA can enhance your financial outcomes by focusing on deeper risk analysis, flexible allocations, and smarter decision-making.

In this episode, you’ll discover:

1) How the Total Portfolio Approach helps you identify and mitigate hidden risks in your investments.

2) Ways TPA creates more flexibility to adapt to changing market conditions and opportunities.

3) Real-world insights into how this strategy is transforming wealth management for both institutions and individual investors.

Tune in now to uncover how the Total Portfolio Approach can elevate your investing game and help you make smarter, more intentional wealth decisions

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 opportunities.

This episode dives into why financial literacy is essential and how to recognize the blind spots in advice you receive.

By tuning in, you’ll learn:

1) Why understanding costs like management expense ratios (MERs) is critical to your investment success.

2) How basic knowledge of financial products, such as TFSAs and RRSPs, can empower you to make better decisions.

3) Practical strategies to ask the right questions and avoid falling for sales pitches disguised as advice.

Take control of your financial future—listen to this episode now and learn how to make smarter decisions for your wealth.

Let me know if you'd like any changes or additional tweaks!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 ways to level the playing field and empower consumers to make better decisions about their money.

By listening to this episode, you will:

1) Learn actionable steps to identify trustworthy financial advisors who genuinely prioritize your interests.

2) Discover how behavioral economics and “nudges” can be used to make smarter financial choices.

3) Understand the systemic issues in Canada’s financial services industry and how they impact everyday investors.

Hit play now to uncover essential strategies for navigating the financial services landscape and making confident, well-informed wealth decisions!

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 you’re willing to take.

In this episode, you’ll learn:

1) How to evaluate the pros and cons of traditional employment versus entrepreneurship.

2) Strategies for building a strong network to advance your career or business.

3) Insights into balancing personal ambition with realistic self-assessment.

Gain clarity on your career and financial goals—listen to this empowering episode today and start making decisions that truly reflect your potential.

The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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, Chris shares actionable insights for overcoming financial struggles, seizing opportunities, and making smarter wealth decisions.

In this episode, you will:

1) Learn how to identify and cultivate relationships with mentors who can transform your financial journey.

2) Discover the key to building sustainable wealth through mindset shifts, strategic planning, and self-discipline.

3) Gain expert advice on managing money wisely, investing in high-potential opportunities, and creating a financial safety net.

Unlock the secrets to financial growth and resilience—hit play now to hear Christopher Schlierman’s inspiring story and practical advice!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 continuous education can dramatically improve your financial outcomes.

In this episode, you will:

1) Discover why lifelong learning is essential for financial advisors to provide the most effective advice.

2) Learn how changes in tax laws and financial strategies can impact your investments.

3) Understand the key traits to look for in a financial advisor who prioritizes staying current and self-improvement.

Press play now to learn how to ensure your financial decisions are backed by informed, up-to-date advice—because your wealth deserves nothing less.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 continuing education for financial advisors, ensuring their recommendations align with your goals and maximize your wealth.

In this episode, you will:

1) Discover how proper advisor education directly impacts your investment returns and minimizes risk.

2) Learn the key factors advisors should consider, like diversification, fees, and alignment, when recommending financial products.

3) Understand how education helps both advisors and investors avoid common pitfalls in alternative investments and illiquid assets.

Listen now to gain insights that will help you evaluate your advisor’s expertise and ensure your portfolio is in the best possible hands!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 planning.

In this episode, you will:

1) Understand how to connect your financial decisions to your most meaningful life goals.

2) Learn why focusing on experiences and relationships can lead to better financial outcomes.

3) Gain practical strategies to align your investments and tax planning with your values.

Listen now to discover how to make smarter financial decisions that support the life you truly want!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 emotional and psychological factors shaping your financial choices.

2) Gain practical advice on how to balance saving, spending, and planning for the future.

3) Learn how to adopt a holistic approach to wealth management, factoring in family, health, and personal goals.

Hit play now to learn actionable steps toward building a financial plan that supports your total well-being!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 market and past financial bubbles, this discussion is crucial for anyone aiming to safeguard their wealth in unpredictable times.

In this episode, you will:

1) Learn how to apply rational choice theory to navigate unpredictable market outcomes.

2) Discover strategies to avoid overvalued investments and prepare for potential market corrections.

3) Gain actionable advice on mitigating risks and achieving long-term financial stability.

Tune in now to uncover practical strategies for smarter investing in an uncertain financial landscape.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 might affect your financial future, this conversation offers clarity and actionable insights.

By listening to this episode, you’ll learn:

1) How post-election policies could influence global markets and your portfolio.

2) Strategies for avoiding recency bias in financial decision-making.

3) Why writing down predictions and revisiting them can help you make smarter investment choices.

Don’t miss out on this expert insight—tap “Play” now to gain the tools you need to make smarter financial decisions post-election!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 this episode, you will:

1) Learn how the CAPE ratio impacts long-term market returns and what it means for your investment planning.

2) Discover practical ways to prepare for prolonged periods of low or zero growth in the stock market.

3) Understand how to balance risk, reduce tax liabilities, and optimize your portfolio for resilience in uncertain times.

Listen now to gain the insights you need to make smarter, more informed wealth decisions in an unpredictable financial landscape.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 actionable insights to secure your financial future.

By tuning in, you'll learn:

1) How to calculate your true retirement needs and avoid costly assumptions.

2) The key strategies to reduce risk while maximizing returns in uncertain markets.

3) Practical steps to create a realistic and achievable retirement plan, even if you're starting late.

Don’t wait until it’s too late—press play now to uncover strategies that will help you retire confidently, no matter where you’re starting from.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 influence market trends.

2) The risks and rewards of integrating AI into investment strategies.

3) Tips on evaluating AI-driven options to strengthen your personal wealth strategy.

Tune in now to uncover how AI can enhance your financial approach and help you make better wealth decisions this year.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 to make informed and strategic financial decisions previously accessible only to industry insiders.

In this episode, you will:

1) Discover how AI democratizes access to high-level investment strategies, enabling you to compete with big investors.

2) Learn how to navigate market trends, including the impact of social media and investor psychology on stock prices.

3) Gain practical advice on using AI-driven tools to maximize your investments and avoid common retail investor pitfalls.

Tune in now to learn how AI can help you take control of your wealth and start making smarter investment decisions today!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 better, more informed wealth decisions as the year wraps up.

In this episode, you’ll gain insights on:

1) How flow-through shares can help reduce your tax liabilities.

2) Key differences between accredited and non-accredited investment options.

3) Strategic tax planning tips to maximize your financial growth by year-end.

Listen now to discover strategies that can transform your tax planning and optimize your wealth for the year ahead!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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’re right for your investment strategy.

In this episode, you'll gain insights into:

1) How flow-through shares work and why they offer substantial tax advantages for both individuals and corporations.

2) Key differences between purchasing flow-through shares via limited partnerships and private placements.

3) Strategies to incorporate flow-through shares for charitable giving, maximizing tax benefits while giving back.

Don't miss this opportunity to learn expert tips on reducing your tax bill and enhancing your wealth strategy—tune in to this episode now!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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 choices that build true wealth.

In this episode, you will:

1) Gain insights into how advisor biases and hidden fees could be impacting your financial success and what you can do about it.

2) Discover why passive investing often outperforms active management and how it can maximize your wealth.

3) Learn how to leverage advancements in FinTech and new industry practices to elevate your investment approach.

Ready to cut through the noise and take control of your financial future? Tune in now for insights that will empower your wealth-building journey.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

With evolving trends in mutual funds and ETFs, many investors are questioning how financial advisors' incentives may affect the guidance they receive.

In this episode, we delve into the complexities of advisor motivations, fund flows, and the future of passive vs. active management in Canada and the U.S. to help you make more informed wealth decisions.

By tuning in, you’ll discover:

1) how current investment trends impact the cost and effectiveness of mutual funds vs. ETFs,

2) gain insights into strategic beta products and the debate on passive vs. active management,

3) and learn why staying informed on advisor compensation models could safeguard your investments.

Listen now to get clear on what to look for when choosing an investment advisor, and take control of your financial future!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

As people live longer, families increasingly face tough choices around eldercare, often without sufficient planning or clarity.

In this episode, you’ll learn essential steps to manage eldercare costs, protect family dynamics, and preserve your loved one’s dignity during a delicate time.

In this episode, you will:

1) Understand the financial and legal tools, like powers of attorney, that simplify eldercare decisions.

2) Gain insights into how family meetings and transparent conversations can ease tensions and set clear expectations.

3) Learn strategies to maximize resources for eldercare while balancing financial considerations for all family members.

Tune in to master the strategies that make eldercare decisions smoother and more secure for your loved ones and family.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

What happens when your loved ones need full-time care but no plan is in place?

In this episode of Make Better Wealth Decisions, we dive into a critical topic many overlook—preparing for the financial and logistical challenges of elder care.

With the growing aging population, families are often unprepared when faced with the reality of long-term care for parents or grandparents.

Understanding the options and costs involved can help you make better decisions before a crisis hits.

In this episode, you will:

1) Learn the true costs of retirement living and how to prepare financially for unexpected elder care needs.

2) Understand the importance of having a power of attorney and other legal documents in place to avoid a family crisis.

3) Discover practical steps for managing care when your loved one can no longer live independently at home.

Don’t wait until it’s too late—tune in now to learn how you can financially and emotionally prepare for the realities of elder care.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

Many people think financial planning is just about investments, but in reality, it involves so much more—like tax strategies, insurance, and family dynamics.

This episode explores the comprehensive world of financial planning and how it can help you maximize your wealth while minimizing risks.

In this episode, you’ll learn:

1) The key differences between financial planning and selling financial products.

2) Why holistic financial planning is essential for making better wealth decisions.

3) How to ensure your financial strategy aligns with your values and lifestyle.

Want to optimize your financial future?

Listen to this episode now and discover the tools to make smarter wealth decisions!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

In this episode, we dive into a crucial distinction that affects your financial future—understanding the difference between comprehensive financial planning and mere product sales.

If you've ever felt unsure about whether your investments are part of a bigger plan or just a sale, this episode will shed light on why it matters and how to ensure you're getting the financial advice you deserve.

In this episode, you will:

1) Gain insights into why true financial planning goes beyond selling investment products.

2) Learn how to identify if your financial advisor is helping you minimize taxes and maximize your investments with your future in mind.

3) Discover the steps you can take today to ensure your wealth strategy aligns with your life goals.

Tune in now to learn how to make better wealth decisions and ensure your financial future is on the right track.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

But by focusing on what you can control, you can make informed, strategic choices.

This episode helps you cut through the clutter and align your wealth decisions with your long-term goals, no matter the shifting landscape.

By tuning in, you'll discover:

1) How to filter out noise and make confident financial decisions based on what matters most.

2) Practical strategies for building a flexible, long-term wealth plan that adapts to unexpected changes.

3) Insights into decision-making frameworks that promote purposeful, principle-based actions, not reactive ones.

Start shaping your financial future now—press play and learn how to make better wealth decisions that align with your goals!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

In today's unpredictable world, navigating financial markets and making confident money choices is more challenging than ever.

This episode explores how emotions, procrastination, and behavioural finance impact your wealth-building decisions—and what you can do to take control.

In this episode, you will:

1) Learn how to overcome the psychological barriers, like procrastination, that can sabotage your financial goals.

2) Discover actionable strategies to make better investment decisions, even in times of uncertainty.

3 Gain insights into managing client relationships more effectively through behavioural finance techniques.

Tune in now to start making purposeful financial decisions and gain control over your wealth journey!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

Many people focus only on investing when it comes to managing their wealth, overlooking other critical factors like taxes, estate planning, and insurance.

In this episode, we explore how these overlooked areas can have a bigger impact on your long-term financial success than picking the right stocks or mutual funds.

In this episode, you will:

1) Learn why asset location might not matter as much for taxes in 2024, but how to optimize for the future.

2) Discover the benefits of using private life insurance instead of mortgage insurance from your bank.

3) Understand key strategies for protecting your wealth and business with proper insurance and tax planning.

Tune in now to uncover smarter strategies for managing your wealth beyond just investments!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

In this episode, we explore comprehensive financial planning beyond just investments.

Whether it's ensuring you have the right insurance, maximizing tax efficiency, or preparing for generational wealth transfer, this conversation tackles the financial blind spots that many overlook, costing them long-term wealth.

In this episode, you will:

1) Learn how to integrate tax planning, estate planning, and insurance into a holistic financial strategy.

2) Discover the benefits of working with multiple financial experts to ensure all aspects of your wealth are optimized.

3) Get actionable tips on how couples and families can improve their financial decision-making process together.

Don’t leave your financial future to chance—listen now and gain insights that could help you make smarter wealth decisions today.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

In a world where investment decisions can feel overwhelming, understanding how to tailor your portfolio using factor investing can help you minimize risk while enhancing returns.

If you're looking for a smarter way to invest, this episode will guide you through a crucial strategy that goes beyond traditional stock-picking or passive indexing.

In this episode, you will:

1) Learn how factor investing can improve your portfolio's performance while managing risk.

2) Discover how to strategically adjust your investments based on market sentiment and valuation.

3) Gain insights into the evolution of the investing landscape and how to make smarter, more informed decisions.

Tune in now to explore how factor investing could be the key to smarter wealth-building and better investment outcomes!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

In today’s volatile market, simply choosing growth or value stocks might not be enough to safeguard your portfolio.

Factor investing offers a more strategic way to achieve better returns while managing risk.

Whether you’re a seasoned investor or just starting out, understanding these strategies can be the key to maximizing your investments without taking unnecessary risks.

In this episode, you will:

1) Discover how factor investing can help you improve long-term returns by focusing on key investment factors like value, growth, and low volatility.

2) Learn why low volatility stocks may outperform in high-risk markets and how you can integrate them into your portfolio.

3) Get actionable insights from experts on how to optimize your portfolio without chasing short-term market trends.

Tune in now to hear expert advice on how factor investing can help you make smarter, more resilient wealth decisions!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

Are you missing out on key strategies that could improve your financial future?

In today's complex financial landscape, it's easy to overlook critical factors that can make or break your investment success.

This episode dives into the often-ignored strategies that can help you make smarter wealth decisions—ensuring you get the most out of your investments while minimizing taxes.

In this episode, you will:

1) Uncover why starting your investments early is essential for long-term success.

2) Learn how increasing your savings rate today can significantly impact your retirement.

3) Find out how delaying retirement by a few years can double your financial benefit.

Take control of your financial future—tune in to this episode now and discover the steps you need to make better wealth decisions!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

This episode dives into the surprising ways emotional investing affects even the most seasoned professionals, and how those blind spots can impact your own investment strategy.

Whether you’re a novice or a pro, understanding these common mistakes can help you avoid them in your financial journey.

In this episode, you will:

1) Discover the key emotional triggers that cause even the most sophisticated investors to lose their nerve.

2) Learn practical strategies to stick to your investment plan, no matter how volatile the market becomes.

3) Find out how to align your investment behaviour with long-term financial success, just like the experts.

Tune in now to learn how to outsmart emotional investing and make better wealth decisions!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

If you're striving for better financial outcomes, understanding how unconscious biases impact your investment decisions is key.

Most of us are unaware of how our habits, especially at the end of the week or month, influence our risk-taking.

This episode uncovers the hidden patterns behind these behaviours and shows you how to turn them to your advantage.

In this episode, you will:

1) Learn how behavioural economics can help you avoid unnecessary risks when investing.

2) Discover strategies to modify your habits and make more thoughtful, purposeful financial decisions.

3) Find out how to use self-awareness to improve your portfolio and ensure your money is working harder for you.

Tune in now to discover how to take control of your financial habits and make smarter investment choices!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

Research shows that you might be—without even realizing it.

In this episode, we dive into the surprising ways your decision-making process changes at key points in time, such as the end of a week, month, or year.

If you're an investor, understanding these psychological triggers could help you avoid unnecessary risks and optimize your wealth strategy.

In this episode, you will:

1) Learn how optimism bias can affect your financial decisions, especially at the end of time cycles like weeks or months.

2) Discover actionable tips from behavioral economics that will help you make smarter, more informed investment choices.

3) Hear insights from a leading expert on how to consciously plan your financial moves to avoid taking risks that don’t align with your long-term goals.

Don’t let hidden psychological triggers sabotage your financial future—tune in now to get practical advice on making better investment decisions!

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

What if the real problem lies in the advice we're given?

In this milestone 100th episode, we dive deep into the concept of the "implementation gap," revealing how even well-intentioned financial advice can miss the mark, leading to less than optimal outcomes.

Whether you're managing your wealth solo or working with an advisor, understanding this gap is crucial for achieving your financial goals.

In this episode, you will:

1) Discover the psychological pitfalls that can hinder your financial decisions and how to overcome them.

2) Learn why your own words and motivations are vital to sticking with your financial plan.

3) Gain insights into how to create a sense of ownership in your financial strategy, leading to better long-term success.

Tune into this episode now and unlock the strategies that can help you take full control of your financial future.

The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.