#291 | Why Traditional Retirement Planning Won't Protect You From Longevity Risk & Poor Wealth Decisions - Financial Literacy, Financial Advisors & Wealth

#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/podcast [https://makebetterwealthdecisions.s.gy/podcast] Could 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 inflation, and growing questions surrounding AI-driven market valuations, today's macroeconomic environment is creating challenges that many investors aren't fully considering. In this episode, John Rapley, contributing columnist for The Globe and Mail, explains how geopolitics, monetary policy, energy markets, and global economic shifts could shape investing opportunities and risks over the coming years. You'll discover: 1. Why inflation may remain higher for longer—and what that could mean for interest rates, bonds, and your investment portfolio. 2. How geopolitical events, energy markets, and government debt can create market volatility that investors should prepare for. 3. Why emerging markets may offer compelling long-term investing opportunities as global economic leadership continues to shift. If you want a clearer understanding of how today's biggest global events could influence your investing decisions tomorrow, this episode will help you connect the dots before the next wave of market volatility arrives. John De Goey's Books. Grab your copy from Amazon: 1. Bullshift: How Optimism Bias Threatens Your Finances [https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6] 2. STANDUP to the Financial Services Industry [https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM] 3. The Professional Financial Advisor IV [https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733]

#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 feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast [https://makebetterwealthdecisions.s.gy/podcast] Are you making wealth decisions that will strengthen your portfolio—or weaken it the next time markets turn volatile? Successful investing isn't about predicting the next market move. It's about following a disciplined framework that helps you make better wealth decisions regardless of what the markets are doing. In this episode, you'll learn five practical strategies that can help build a more resilient portfolio, reduce emotional decision-making, and improve your long-term investing outcomes. By listening, you'll discover: 1. How to create a disciplined investing plan that keeps emotions from driving your wealth decisions. 2. Why market volatility can become one of the greatest opportunities to strengthen your portfolio when approached strategically. 3. How rebalancing, tax-loss harvesting, and professional portfolio management can improve long-term investing results and resilience. Listen now to discover a practical framework that can help you make more confident wealth decisions, strengthen your investing strategy, and build a portfolio designed to weather any market environment. John De Goey's Books. Grab your copy from Amazon: 1. Bullshift: How Optimism Bias Threatens Your Finances [https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6] 2. STANDUP to the Financial Services Industry [https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM] 3. The Professional Financial Advisor IV [https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733]

#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/podcast [https://makebetterwealthdecisions.s.gy/podcast] Can individual investors benefit from the same investment strategies used by Canada's largest pension funds? Alternative investments are no longer reserved for institutions and ultra-high-net-worth investors. As access continues to expand, understanding how these assets fit into a well-designed portfolio has become increasingly important. In this episode, James Burron, Founder of the Canadian Association of Alternative Strategies and Assets (CAASA), shares why alternative investments have become a cornerstone of institutional portfolio management, how Canada's globally recognized Maple Model has delivered long-term success, and what everyday investors should consider before incorporating alternative assets into their own investment strategy. IN THIS EPISODE, YOU'LL LEARN: 1. Why alternative investments are becoming more accessible and how the democratization of private markets and liquid alternatives is changing the investment landscape for retail investors. 2. How Canada's Maple Model differs from traditional investing and why pension funds use alternative assets to improve diversification, reduce portfolio risk, and pursue more consistent long-term returns. 3. What role alternative investments should play in your portfolio including the benefits, trade-offs, liquidity considerations, and why working with an experienced advisor can help you make better long-term wealth decisions. Whether you're curious about private equity, hedge fund strategies, liquid alternatives, or simply want to build a more resilient portfolio, this conversation provides practical insights into how institutional investing principles can help inform your own financial future. Tune in to discover how alternative investments can strengthen your portfolio management strategy and help you make better wealth decisions over the long term. John De Goey's Books. Grab your copy from Amazon: 1. Bullshift: How Optimism Bias Threatens Your Finances [https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6] 2. STANDUP to the Financial Services Industry [https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM] 3. The Professional Financial Advisor IV [https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733]

#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/podcast [https://makebetterwealthdecisions.s.gy/podcast] Are 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 more than predictions when markets and world events are constantly changing. Rather than focusing on whether any single forecast proves correct, you'll discover why evaluating the credibility of information is one of the most valuable skills you can develop to make wise decisions. By listening, you'll learn: 1. How to evaluate the credibility of the people and sources influencing your financial decisions. 2. Why reacting to headlines can lead to poor judgment—and how to avoid that trap. 3. A practical mindset for making more thoughtful, informed wealth decisions during uncertain times. If you want to make wise decisions with greater confidence and avoid being misled by changing narratives, this episode will give you a framework you can apply immediately. John De Goey's Books. Grab your copy from Amazon: 1. Bullshift: How Optimism Bias Threatens Your Finances [https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6] 2. STANDUP to the Financial Services Industry [https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM] 3. The Professional Financial Advisor IV [https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733]

#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/podcast [https://makebetterwealthdecisions.s.gy/podcast] Can 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 complex challenge of managing it throughout a longer life. In this episode, Chris Heye, founder and CEO of Whealthcare Solutions, Inc. and Whealthcare Planning LLC, explains why longevity risk is one of the most overlooked threats in retirement planning, and how simplifying your financial life can lead to better wealth decisions as cognitive and healthcare challenges become more likely. You'll discover: 1. How to simplify your finances today to reduce costly mistakes later in retirement. 2. Why building a trusted financial wellness team and having the right legal documents can protect your wealth and your family. 3. How smarter decision-making—not just better investing—can improve retirement outcomes as you age. Listen now to learn practical strategies that can help you make better wealth decisions, protect your future, and confidently navigate the realities of longevity risk throughout retirement planning. Visit Whealthcare Planning: https://whealthcareplan.com/ John De Goey's Books. Grab your copy from Amazon: 1. Bullshift: How Optimism Bias Threatens Your Finances [https://www.amazon.ca/Bullshift-Optimism-Bias-Threatens-Finances-ebook/dp/B09YWVQMN6] 2. STANDUP to the Financial Services Industry [https://www.amazon.com/STANDUP-Financial-Services-Industry-Well-Intended-ebook/dp/B07R8WHCGM] 3. The Professional Financial Advisor IV [https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733]