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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
This podcast helps listeners navigate investing and financial planning by exposing how traditional advice may not account for recent economic shifts like the end of the bond bull market, the peace dividend, and the rise of tariffs and trade wars. Host John De Goey, a portfolio manager and author, interviews financial experts to discuss hidden risks in stocks, protecting wealth with hard assets, and adapting to a stagflationary economy. New episodes air every Thursday with interviews, followed by a Monday primer episode that provides context and actionable insights.
Episodes
#311 | What the World’s Best Investing Research Reveals About Building a Portfolio, Reducing Investment Risk, and Diversifying Investments - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you building a portfolio based on stories, headlines, and hot picks—or on what actually works?Most investors believe smart investing means finding the right stock, the r
#310 | Should You Rethink Retirement Planning If You’re Child-Free? How To Protect Your Wealth in a Shifting Economy - Financial Literacy, Financial Advisor & Wealth
Are your financial decisions built on assumptions that no longer hold true?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 Ch
#309 | What the Research Reveals About Financial Planning For Women And Why Women Retirement Planning Looks So Different
Are women really facing the same retirement reality as men—or are planners missing something critical?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 f
#308 | Why I’m Changing the Brand—and Making Retirement Planning the Focus
What happens when you stop trying to say everything in a few minutes and instead go deeper on what matters most?This episode marks a major change in the podcast. Instead of continuing with short Tuesday commentary, John is ending the Tuesday episodes and putting more time and attention into longer, more actionable conversations and standalone episodes.The podcast will also be rebranded with a stro
#307 | How Shannon Lee Simmons Is Changing Financial Literacy Through Financial Planning for Canadians
How confident are you when it comes to making decisions about your money?For many Canadians, the problem isn't a lack of information—it's having too much information, not knowing which sources to trust, and feeling embarrassed to ask basic financial questions. Financial literacy is about more than knowing the difference between a TFSA and an RRSP; it's about developing the confidence and habits to
#306 | See Things As They Are - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking. What happens when the optimistic story you’re being told isn’t the same as the reality you’re facing?From Canada’s looming tariff pre
#305 | Did You Know That Your Biological Age Can Vary Significantly From Your Chronological Age? - Financial Literacy, Financial Advisors & Wealth
How much does your chronological age really tell you about how long you’re likely to live—and whether your retirement plan is built to last?Traditional retirement planning relies heavily on population averages and mortality tables. But as longevity science advances, biological age and the aging patterns captured by everyday devices such as phones, watches, and rings may provide a more personalized
#304 | Why You Shouldn’t Let the Canada-US Trade War Dictate Your Investments Despite Rising Inflation - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.What should you do with your money when the Canada-US trade war is pushing prices higher and creating even more uncertainty?The Canada
#303 | Why Index Investing Won’t Give You Everything You Want From Diversification & Expected Returns: Factor Investing Explained - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWhat if there’s a way to pursue higher expected returns without relying on concentrated stock picking or simply accepting market returns?Factor investing offers a systematic
#302 | What Trump Tariffs Really Mean for Investors as Canada-U.S. Trade Talks Reach the Deadline - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Will the August 19 deadline for Trump Tariffs and Canada-U.S. Trade actually matter to your investments?With negotiations continuing a
#301 | Why Decision Hygiene Is Impacting Your Wealth Decisions: How Media Literacy Can Help - Financial Literacy, Financial Advisors & Wealth
How do you know whether the financial information you're consuming is actually helping you make better wealth decisions—or influencing you in ways you don't recognize?With more financial content coming from banks, journalists, influencers, social media, and increasingly AI, knowing what to believe has become just as important as knowing how to invest. Bryan Borzykowski, founder and CEO of ALLCAPS
#300 | How To Prepare Your Portfolio Management Strategy for AI-Driven Market Volatility - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you truly prepared for the next market drawdown—or are you simply assuming you’ll stay the course when things get difficult?With A
#299 | How Competing Forecasts and Current Events Are Converging to Shape Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you making wealth decisions based on headlines—or are you weighing competing forecasts before acting?Markets, technology, demographics, and geopolitics are all evolving
#298 | Why Ignoring Climate Change Won't Help Your Portfolio & What to Do Instead - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.What do record-breaking wildfires, historic rainfall, and extreme weather really mean for your portfolio?Climate change is no longer a
#297 | Does Your Portfolio Ignore Climate Change & Geopolitics? Here's Why That Could Be a Costly Mistake - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre today's biggest risks to your portfolio coming from the markets—or from climate change and geopolitics?Most investors focus on interest rates, inflation, and stock perfo
#296 | The Strait of Hormuz, Oil Shortage & the Global Economy: What Investors Need to Know Now - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you f
#295 | John Rapley Explains Why Investing Success Depends on Understanding Inflation & Market Volatility - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCould the biggest risks to your portfolio be hiding in today's headlines instead of the stock market?From conflict in the Middle East to rising government debt, stubborn inf
#294 | Why You Need a Resilient Portfolio to Make Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you f
#293 | Should You Add Alternative Investments to Your Portfolio? The Future of Portfolio Management with James Burron - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCan individual investors benefit from the same investment strategies used by Canada's largest pension funds?Alternative investments are no longer reserved for institutions a
#292 | Why You Need Critical Thinking to Make Wise Decisions in Uncertain Times - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you making financial and investment decisions based on facts—or simply trusting the loudest voice in the room?In this episode, we explore why critical thinking matters m
#291 | Why Traditional Retirement Planning Won't Protect You From Longevity Risk & Poor Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCan living longer become one of the biggest financial risks you'll ever face?Most people spend decades learning how to build wealth, but very few prepare for the far more co
#290 | The Two Behavioral Finance Books That Will Help You Make Better Wealth Decisions: Predictably Irrational and Misbehaving - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre your financial decisions really rational, or are hidden psychological biases quietly shaping every choice you make?Most of us believe we're logical when it comes to mone
#289 | How to Make Better Wealth Building Decisions as Interest Rates Reset the Canadian Real Estate Market - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWill higher interest rates keep holding back Canadian real estate, or are investors looking at the market the wrong way?If you're trying to navigate today's uncertain econom
#288 | Does Your Investing Strategy Ignore CUSMA Negotiations? That Could Be a Costly Financial Mistake - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCould the outcome of CUSMA negotiations have a bigger impact on your investing decisions than most investors realize?As Canada, the United States, and Mexico begin high-stak
#287 | Why Value Investing Matters More Than Ever as Interest Rates Rise: A 2026 Stock Market Outlook - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastCould rising interest rates, AI-driven speculation, and record market valuations be setting investors up for a difficult decade ahead?Many investors are wondering whether to
#286 | Why Longevity Risk Is Impacting Your Retirement Plan More Than You Think - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWhat if the biggest threat to your retirement isn’t a market crash—but living much longer than you expected?Many Canadians build retirement plans assuming they'll live into
#285 | How to Protect Your Future Through Retirement Planning, Aging in Place & Caregiving Preparation - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWhat happens to your financial plan when retirement doesn't unfold the way you expected?Most people build their retirement plans assuming life will go according to plan. But
#284 | How Smart Investors Adapt to Geopolitical Instability, Portfolio Diversification Challenges, and Inflation - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you f
#283 | Jon Erlichman Shares Lessons Learned About Entrepreneurship, AI Investing, and Making Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre your wealth decisions prepared for a world being reshaped by ai investing and entrepreneurship?Everywhere you look, artificial intelligence is changing how businesses op
#282 | What Investors Are Missing: The Optimism Bias Affecting Investing and Wealth Management in 2026 - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre strong markets making you more confident than you should be?Canadians may be feeling more optimistic about the country's direction, but that optimism can become a liabil
#281 | Why Investing With Context Is Essential for Better Wealth Decisions When Investing for the Future - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastLearn more about Flourishing Business: https://flourishingbusiness.org/What if the biggest risk to your portfolio isn’t market volatility—but ignoring the broader context in
#280 | How Successful Families Simplify Wealth Management and Financial Planning Through Delegation - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre you spending too much time managing your finances when wealth management and financial planning could be handled more effectively through delegation?Many people assume t
#279 | How To Make Better Wealth Decisions By Using Factor Investing and Disciplined ETF Investing - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastAre your investment decisions helping you build long-term wealth — or quietly increasing your risk?In this episode, we sit down with Jonathan Needham, President of Russell I
#278 | Why Inflation Is Impacting Your Stock Market Returns More Than You Think
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWhat happens when the stock market says everything is fine… but the bond market signals rising inflation risks ahead?Stocks continue pushing to new highs while bond yields q
#277 | How Understanding Behavioral DNA Helps People Make Smarter Wealth Decisions Under Pressure - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastKnow more about Hugh Massie and DNA Behavior International: https://www.hughmassie.com/Why do smart people still make irrational wealth decisions during uncertainty, market
#276 | Why “Stay Calm and Do Nothing” Might Be Terrible Advice During the Iran War & Inflation Fears
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWhat happens to your money when geopolitical tensions suddenly escalate and markets haven’t fully reacted yet?In this episode, John breaks down why the growing concerns surr
#275 | Why the Risks of Valuations, Risk of War, And Sclerotic Economy Are Quietly Reshaping Your Portfolio in 2026 - Financial Literacy, Financial Advisors & Wealth
Have markets become disconnected from reality—or are investors correctly pricing in geopolitical shocks, high valuations, and a slow-growth global economy?In this episode, a veteran investment expert breaks down how today’s markets are being shaped by inflation pressures, geopolitical instability, and long-term structural shifts that many investors may be overlooking.You’ll learn how these forces
#274 | How Geopolitics Could Reshape Global Investing And Change Your Portfolio Forever - Financial Literacy, Financial Advisors & Wealth
What happens to your portfolio when wars, energy shocks, and supply chain disruptions collide with global markets?Most investors are told to separate geopolitics from investing decisions — but current events in Ukraine, Iran, energy markets, and global trade may be proving otherwise. This episode explores why geopolitical instability could have much deeper consequences for inflation, capital marke
#273 | How Investors Use Private Markets & Alternative Investments To Transform Portfolio Diversification - Financial Literacy, Financial Advisors & Wealth
Are you missing out on better returns by ignoring private markets?Most investors stick to stocks and bonds, but that approach may be limiting your true portfolio diversification. As markets become more correlated and volatility increases, understanding alternative investments and private markets is becoming essential for long-term wealth building.In this episode, you’ll discover:How private market
#272 | How the Stock Market Hits Highs Despite Global Conflict: Rethinking the Efficient Market Hypothesis - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are markets really pricing in reality when global tensions are rising and uncertainty is everywhere?If you’ve been relying on the effi
#271 | How Seasonal Investing Shapes Investor Psychology & Market Timing More Than You Think - Financial Literacy, Financial Advisors & Wealth
Are your investment decisions being quietly influenced by the time of year more than actual market fundamentals?Seasonal changes, sleep disruption, and even your mood can subtly shape how you perceive risk and make financial decisions. This episode breaks down the surprising connection between seasonal investing, investor psychology, and market timing—revealing why markets don’t always behave as r
#270 | Why Relying On Tax Filing Refunds Feels Like A Win But Hurts Your Long-Term Wealth - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.What should you actually do with your refund right after tax filing season ends?After another tax filing deadline, many people either
#269 | How To Avoid The Net Worth Trap By Mastering Investor Psychology & Strengthening Financial Resilience - Financial Literacy, Financial Advisors & Wealth
Are your investment decisions setting you up for a hidden trap that could stall your wealth for years?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 G
#268 | Why Optimism Bias Is Dangerous For Portfolio Managers (And What To Do Instead) - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you being subtly influenced by forward guidance without even realizing it?From central banks to portfolio managers, the same strat
#267 | How Cognitive Decline Quietly Leads To Financial Vulnerability (And What Families Miss) - Financial Literacy, Financial Advisors & Wealth
Are your loved ones quietly making financial mistakes due to cognitive decline—and you don’t even realize it yet?For more resources on cognitive health and support, visit www.forbetterminds.comAs 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 vulnerabili
#266 | How the Strait of Hormuz Blockade Under Trump Is Driving Market Uncertainty - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.What could Trump’s actions around the Strait of Hormuz really mean for your financial future?With rising geopolitical tension and pote
#265 | How Top Executives Use Leadership & Decision Making To Master Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
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 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 mak
#264 | Why This Is a Time for Urgency If You Want to Protect Your Portfolio From a Global Crisis - Financial Literacy, Financial Advisors & Wealth
Worried about the current investment climate and your money?Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement:https://makebetterwealthdecisions.s.gy/podcastWeekly 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 ever
#263 | Inside a Family Office: The Smarter Way To Handle Wealth Decisions & Estate Planning - Financial Literacy, Financial Advisors & Wealth
Are your wealth decisions actually setting your family up for long-term success—or quietly creating risk?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:How a family
#262 | Why The Real Estate Market Is Impacting You During Mortgage Renewal As Interest Rates Rise - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are rising interest rates about to turn your mortgage renewal into a financial squeeze—or a massive opportunity?The real estate market
#261 | How Risk Investing Shapes Smarter Portfolios When Investing in Uncertainty (Wealth Decisions 2026) - Financial Literacy, Financial Advisors & Wealth
Are you making the wrong moves with your portfolio as global uncertainty rises in 2026?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
#260 | How the Trump Doctrine Is Creating Global Uncertainty & Triggering a Global Recession
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are we heading straight into a global recession—and is global uncertainty being driven on purpose?Right now, the Trump doctrine is res
#259 | Why Financial Stress Is Rising for Canadians (And How Financial Planning Can Fix It) - Financial Literacy, Financial Advisors & Wealth
Are you feeling more financial stress than usual—and wondering if it’s just you?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
#258 | Why High Oil Prices Could Trigger Inflation & What Investors Should Do Now - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are rising oil prices about to trigger the next wave of inflation—and what should investors be doing right now?Global tensions, disrup
#257 | How Investors Solve Concentration Risk With an In-Kind Exchange While Keeping Tax Deferral - Financial Literacy, Financial Advisors & Wealth
https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasyAre 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 f
#256 | Why Stagflation Is Increasing Your Portfolio Risk & Why Making Decisions in the Fog of War Matters Now - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.How do you make smart financial decisions when the world suddenly feels unpredictable and uncertain?Rising geopolitical tensions, oil
#255 | Why “I’ll Do It Later” Is A Dangerous Lie About Wills, Estate Planning & Power of Attorney - Financial Literacy, Financial Advisors & Wealth
Do you have a will — and is it actually up to date?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 financi
#254 | How to Make Smarter Investment Decisions as Geopolitics Rewrites the World Order - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are your investment decisions still based on a world order that no longer exists?The reality is that geopolitics is no longer backgrou
#253 | How a Certified Financial Planner Helps Clients Make Better Wealth Decisions With a Proven Financial Planning Process - Financial Literacy, Financial Advisors & Wealth
Are you confident you’re actually making better wealth decisions — or just reacting to financial information as it comes?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 s
#252 | How Demographics Are Reshaping Wealth Decisions and Redefining Retirement Planning - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are your wealth decisions truly aligned with the demographic reality shaping retirement today?Most investors focus on GDP, interest ra
#251 | Why You Need Private Investing In Your Portfolio To Make Better Wealth Decisions As Retail Investors - Financial Literacy, Financial Advisors & Wealth
Are you making wealth decisions based on headlines — or on long-term strategy?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 fun
#250 | Why “Stay the Course” Might Be Dangerous for Investing in 2026 During Major Macroeconomic Shifts - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you building your portfolio as if the world hasn’t fundamentally changed?Investing in 2026 isn’t just another market cycle. Inflat
#249 | How To Use Residential Mortgages To Increase Risk-Adjusted Returns Without Taking On Excessive Risk in Mortgage Funds - Financial Literacy, Financial Advisors & Wealth
Are you settling for low bond yields while overlooking Residential Mortgages that could improve your Risk-Adjusted Returns?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 differ
#248 | Why Inflation Is Impacting Your Wealth & What the Canadian Economy Means for Your Money - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Feeling like rising prices are squeezing your wallet more than ever?Inflation is hitting everywhere — groceries, bills, and daily esse
#247 | What the Research Reveals About Financial Planning For Women And Why Women Retirement Planning Looks So Different
Are women really facing the same retirement reality as men—or are planners missing something critical?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 f
#246 | Does Kevin Warsh Really Threaten the Federal Reserve’s Independence and Inflation Control? - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are markets right to trust Kevin Warsh with the Federal Reserve—or is inflation the hidden risk no one’s pricing in yet?Investors, pol
#245 | Should You Add Electricity as an Asset Class If Electrification Is Reshaping Energy Investing? - Financial Literacy, Financial Advisors & Wealth
Have you ever considered electricity as an asset class—or are you still thinking about energy investing the old way?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 thi
#244 | Why Most Canadians Are Unprepared for Rising Costs—And How Your Portfolio Can Win - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you prepared for how Canada’s new affordability measures will affect your finances and portfolio?With the government introducing p
#243 | The Economy vs Stock Market Lie: Why This Isn’t the Recession You Fear in the US Stock Market - Financial Literacy, Financial Advisors & Wealth
Is the economy actually headed for trouble—or are investors confusing it with what’s happening in the stock market?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 tw
#242 | How Markets Reacted to Tariffs—and Why Clear-Eyed Investing Matters More Than Ever - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you making investment decisions based on reality—or on how you wish the world still worked?Recent tariff announcements are once ag
#241 | Why Most Financial Advice Fails Without Better-Trained Financial Planners Making Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Are you confident that the financial advice you receive is actually helping you make better wealth decisions?Many people rely on financial planners without ever understanding how those professionals are trained, what shapes their judgment, or why some advice feels more trustworthy than others. In this episode, we pull back the curtain on financial advice by exploring how financial planners are edu
#240 | Why the End of Globalization Could Break the Canada Pension Plan - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are we sleepwalking into a pension crisis as globalization unravels?For decades, Canada benefited from globalization, stable trade rou
#239 | Why Private Real Estate Debt Is Changing How You Earn Interest Income With Alternative Investments - Financial Literacy, Financial Advisors & Wealth
Are bonds and GICs really the best way to generate reliable interest income anymore?If you’ve been relying on traditional fixed income, you may be missing a lesser-known corner of alternative investments that institutions have used for decades. Private real estate debt offers a different approach to earning interest income—one backed by physical assets, shorter lending terms, and structural protec
#238 | Why Traditional Investing Assumptions Are Breaking—and How to Make Better Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Weekly Wealth Update: A Make Better Wealth Decisions podcast dedicated to explaining how current events impact your portfolio and the wealth decisions you make. Tune in every Monday for commentary on how the news of the week affects your portfolio and your thinking.Are you relying on outdated investing assumptions while the world is fundamentally changing?For decades, investors have been taught th
#237 | Why a Financial Planner Matters More Than “Good” Financial Advice - Financial Literacy, Financial Advisors & Wealth
Are you confident that the financial advice you’re getting is actually helping you make better money decisions?Most people focus on what financial advice they receive—but far fewer think about who is delivering it and how they were trained. In a world of rising debt, longer retirements, emotional money decisions, and financial stress, choosing the right financial planner can be one of the most imp
#236 | How To Build Stronger Money Goals by Saving Money This New Year in 2026 - Financial Literacy, Financial Advisors & Wealth
Are you heading into the new year in 2026 hoping your finances improve — without a clear plan?As the new year approaches, optimism is high, but uncertainty is real. This episode encourages you to pause, reflect, and use the momentum of a new year in 2026 to clarify your money goals and build simple saving money habits that fit your real life.In this episode, you’ll learn:How to set money goals tha
#235 | What the World’s Best Investing Research Reveals About Building a Portfolio, Reducing Investment Risk, and Diversifying Investments - Financial Literacy, Financial Advisors & Wealth
Are you building a portfolio based on stories, headlines, and hot picks—or on what actually works?Most investors believe smart investing means finding the right stock, the right fund, or the right manager. But decades of real-world evidence suggest something very different. In this episode, John sits down with veteran financial professional Patrick Frigon to unpack what Nobel Prize–winning researc
#234 | How to Build Smarter Financial Plans for 2026 in Canada Without Overpaying Taxes - Financial Literacy, Financial Advisors & Wealth
Are you ready to make your financial plans for 2026—but worried about missing key tax and contribution rules in Canada?Understanding tax brackets, RSP, and TFSA contribution limits can dramatically affect how much you keep and grow next year. Whether you’re a high earner or just starting to save, knowing the numbers now sets you up for success.In this episode, you’ll learn:How the new Canadian fed
#233 | How to Improve Your Decision Making So Every Choice Becomes an Impactful Decision - Financial Literacy, Financial Advisors & Wealth
Are you confident that your decision making actually leads to an impactful decision—especially when the stakes are high?In this episode, we unpack how decision making really works when lives, wealth, and long-term outcomes are on the line. Drawing from healthcare, entrepreneurship, and leadership under pressure, this conversation reveals why clarity, human capital, and trust matter just as much as
#232 | How To Adjust Your Financial Planning for Higher Investment Risk When Stock Market Valuations Are Extreme - Financial Literacy, Financial Advisors & Wealth
Are you basing your financial planning on recent market gains—without accounting for how stock market valuations change investment risk?Many investors assume that strong past returns mean strong future returns. But history shows that when stock market valuations rise, investment risk quietly increases and expected returns often fall. If your financial planning doesn’t reflect this reality, you may
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