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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
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#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth
Manage episode 471767849 series 3619636
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.
97 epizódok
Manage episode 471767849 series 3619636
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.
97 epizódok
ทุกตอน
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1 #154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth 5:23

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

1 #152 | Why You Absolutely Need Hard Assets To Improve Risk-Adjusted Returns With The New Reality of Investing 6:29

1 #149 | How Return Stacking Can Help You Reduce Risk & Maximize Returns : Financial Literacy, Financial Advisors & Wealth 27:31

1 #148 | Could Trump Tariffs Destroy Your Portfolio? What You Need To Consider : Wealth, Financial Literacy & Financial Advisors 5:28

1 #147 | Why Unconscious Optimism Threatens Your Wealth, Are You At Risk? : Wealth, Financial Literacy & Financial Advisors 28:16

1 #146 | Cash Flow Factors That Are Keeping You Stressed & Limiting Your Wealth : Wealth, Financial Literacy & Financial Advisors 3:17

1 #145 | How managing cash flow can increase your wealth : Financial Literacy, Financial Advisors & Wealth 29:51

1 #144 | Are Your Financial Advisors Making Costly Mistakes That Hurt You? : Financial Literacy, Financial Advisors & Wealth 6:41

1 #143 | Uncovering The Surprising Truth About Passive Investing Today : Financial Literacy, Financial Advisors & Wealth 25:50

1 #142 | Reasons Why Canada Could Be In A Recession In 2025 : Financial Literacy, Financial Advisors & Wealth 7:32

1 #141 | Expert Analysis Reveals Likelihood of 2025 Recession : Financial Literacy, Financial Advisors & Wealth 29:18

1 #140 | Should You Be Fearful About Current Stock Market Valuations? : Financial Literacy, Financial Advisors & Wealth 6:00

1 #138 | Have A Process For Managing Wealth - Make Better Wealth Decisions : Financial Literacy, Financial Advisors & Wealth 5:41

1 #137 | How does a top portfolio manager make wealth decisions? : Financial Literacy, Financial Advisors & Wealth 23:20

1 #136 | Be aware of bullshift from media and financial advisors : Financial Literacy, Financial Advisors & Wealth 7:13

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

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

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

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

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

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

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

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

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

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

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