#154 | Does Your Portfolio Reflect Your Values - Or Recent Valuations? - Financial Literacy, Financial Advisors & Wealth Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments In A Rapidly Changing World podcast

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QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

20 napja33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World »
#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth

körülbelül 21 órája 5:23

Megosztás

MP3•Epizód kép

How do you align your investments with your values while navigating unexpected global economic shifts?

With new tariffs from the U.S. and a newly elected Prime Minister in Canada, investors are facing heightened uncertainty.

Should you adapt your investment strategy to these changes, or stay the course with your existing approach?

This episode explores the balance between personal values, market 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

97 epizódok

#Wealth Management

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

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

published körülbelül 21 órája

Megosztás

MP3•Epizód kép

How do you align your investments with your values while navigating unexpected global economic shifts?

With new tariffs from the U.S. and a newly elected Prime Minister in Canada, investors are facing heightened uncertainty.

Should you adapt your investment strategy to these changes, or stay the course with your existing approach?

This episode explores the balance between personal values, market 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

97 epizódok

#Wealth Management

ทุกตอน

1
#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth 5:23

21 hours5:23

5:23

How do you align your investments with your values while navigating unexpected global economic shifts? With new tariffs from the U.S. and a newly elected Prime Minister in Canada, investors are facing heightened uncertainty. Should you adapt your investment strategy to these changes, or stay the course with your existing approach? This episode explores the balance between personal values, market 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…

1
#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth 27:34

5 napja27:34

27:34

What if your investments could do more than just make money—what if they could also shape the kind of world you want to live in? Many investors struggle with aligning their portfolios with their personal values, especially in a world of financial uncertainty, global tensions, and rising economic instability. This episode dives into how you can balance financial returns with ethical and sustainable 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…

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#152 | Why You Absolutely Need Hard Assets To Improve Risk-Adjusted Returns With The New Reality of Investing 6:29

8 napja6:29

6:29

Are you prepared for the new economic reality, or are you still making investment decisions based on a world that no longer exists? For over 40 years, investors have benefited from falling interest rates, globalization, and economic tailwinds. But now, with rising geopolitical tensions, persistent inflation, and a shift in market dynamics, the game has changed. If you're still relying on outdated 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…

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#151 | Why Traditional Investing Strategies May Fail in Today’s Inflationary Era 26:11

12 napja26:11

26:11

Have you adjusted your portfolio for the new inflationary reality we’re living in? Are you still investing as if the last 40 years of low inflation and globalization haven’t changed? Inflation isn’t going away anytime soon. Rising global tensions, reshoring, AI investments, and increased defence spending are reshaping the economic landscape. In this episode, we explore how these shifts impact your 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…

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#150 | Manage Your Risk Immediately : Financial Literacy, Financial Advisors & Wealth 4:50

15 napja4:50

4:50

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

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#149 | How Return Stacking Can Help You Reduce Risk & Maximize Returns : Financial Literacy, Financial Advisors & Wealth 27:31

19 napja27:31

27:31

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

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#148 | Could Trump Tariffs Destroy Your Portfolio? What You Need To Consider : Wealth, Financial Literacy & Financial Advisors 5:28

21 napja5:28

5:28

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

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#147 | Why Unconscious Optimism Threatens Your Wealth, Are You At Risk? : Wealth, Financial Literacy & Financial Advisors 28:16

26 napja28:16

28:16

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

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#146 | Cash Flow Factors That Are Keeping You Stressed & Limiting Your Wealth : Wealth, Financial Literacy & Financial Advisors 3:17

29 napja3:17

3:17

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

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#145 | How managing cash flow can increase your wealth : Financial Literacy, Financial Advisors & Wealth 29:51

5 weeks29:51

29:51

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

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#144 | Are Your Financial Advisors Making Costly Mistakes That Hurt You? : Financial Literacy, Financial Advisors & Wealth 6:41

5 weeks6:41

6:41

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

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#143 | Uncovering The Surprising Truth About Passive Investing Today : Financial Literacy, Financial Advisors & Wealth 25:50

6 weeks25:50

25:50

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

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#142 | Reasons Why Canada Could Be In A Recession In 2025 : Financial Literacy, Financial Advisors & Wealth 7:32

6 weeks7:32

7:32

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

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#141 | Expert Analysis Reveals Likelihood of 2025 Recession : Financial Literacy, Financial Advisors & Wealth 29:18

7 weeks29:18

29:18

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

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#140 | Should You Be Fearful About Current Stock Market Valuations? : Financial Literacy, Financial Advisors & Wealth 6:00

7 weeks6:00

6:00

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

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#139 | Are You Ignoring the Bubble Warnings in the Stock Market? 23:28

8 weeks23:28

23:28

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

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#138 | Have A Process For Managing Wealth - Make Better Wealth Decisions : Financial Literacy, Financial Advisors & Wealth 5:41

8 weeks5:41

5:41

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

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#137 | How does a top portfolio manager make wealth decisions? : Financial Literacy, Financial Advisors & Wealth 23:20

9 weeks23:20

23:20

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

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#136 | Be aware of bullshift from media and financial advisors : Financial Literacy, Financial Advisors & Wealth 7:13

9 weeks7:13

7:13

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

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Ep. 135 - How Financial Media’s Obsession With Optimism Might Be Sabotaging Your Investments : Financial Literacy, Financial Advisors & Wealth 24:55

10 weeks24:55

24:55

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

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Ep. 134 - How Pension Plans Achieve Better Returns With Less Risk and How You Can Too : Financial Literacy, Financial Advisors & Wealth 7:09

10 weeks7:09

7:09

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

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Ep. 133 - Why the Total Portfolio Approach Could Be the Key to Better Risk-Adjusted Returns : Financial Literacy, Financial Advisors & Wealth 27:26

11 weeks27:26

27:26

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

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Ep. 132 - Why Blindly Trusting Financial Advice Could Be Your Biggest Money Mistake : Financial Literacy, Financial Advisors & Wealth 7:13

11 weeks7:13

7:13

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

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Ep. 131 - Stop Trusting Financial Advisors Without Asking These Questions First : Financial Literacy, Financial Advisors & Wealth 30:51

12 weeks30:51

30:51

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

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Ep. 130 - The Secret to Building Wealth That Truly Aligns With Your Ambitions : Financial Literacy, Financial Advisors & Wealth 6:20

12 weeks6:20

6:20

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

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Ep. 129 - How Christopher Schlierman Built Wealth From Humble Beginnings to Thriving Businesses : Financial Literacy, Financial Advisors & Wealth 21:01

13 weeks21:01

21:01

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

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Ep. 128 - How Outdated Financial Advice Could Be Hurting Your Investments and What to Do About It : Financial Literacy, Financial Advisors & Wealth 4:04

13 weeks4:04

4:04

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

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Ep. 127 - How to Ensure Your Advisor’s Recommendations Align With Your Goals and Minimize Risk : Financial Literacy, Financial Advisors & Wealth 27:05

14 weeks27:05

27:05

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

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Ep. 126 - Why Your Deepest Values Should Be the Foundation of Your Financial Plan : Financial Literacy, Financial Advisors & Wealth 4:04

14 weeks4:04

4:04

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

1
Ep. 125 - The Secret Connection Between Your Money and Your Happiness : Financial Literacy, Financial Advisors & Wealth 27:32

15 weeks27:32

27:32

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

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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World » #154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth

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

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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World »
#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth