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On this episode of Become Your Own Boss, Monica Allen talks with John DeGoey, a portfolio manager, financial truth-teller, and author of Bullshift and Stand Up to the Financial Services Industry. With 30+ years of experience, John explains why many advisors unknowingly mislead their clients, how hidden fees rob you of long-term gains, and why being passive (with your investments) can actually be the smartest move. This episode challenges everything you think you know about wealth building and gives you the power to take control. If you’re a business owner or aspiring investor, you’ll walk away with a mindset shift and actionable steps.
Episode Quote: An investment in knowledge pays the best interest.” ~Benjamin Franklin
What you will learn in this episode:
How to build a portfolio that fits your real risk tolerance
How to spot the hidden fees quietly eating away at your returns
How mutual funds and exchange-traded funds (ETFs) differ
How to think like a long-term investor without obsessing over the market
How to prepare your business and finances for uncertain economic times
Make Better Wealth Decisions Podcast
https://www.johndegoey.ca/
Helpful Entrepreneurial Resources from Become Your Own Boss
Monica FREE ebook
Get your Become Your Own Boss Planner
Ways to reach Monica:
Instagram: @becomeyourownbosspodcast
Email: [email protected]
5
6363 ratings
On this episode of Become Your Own Boss, Monica Allen talks with John DeGoey, a portfolio manager, financial truth-teller, and author of Bullshift and Stand Up to the Financial Services Industry. With 30+ years of experience, John explains why many advisors unknowingly mislead their clients, how hidden fees rob you of long-term gains, and why being passive (with your investments) can actually be the smartest move. This episode challenges everything you think you know about wealth building and gives you the power to take control. If you’re a business owner or aspiring investor, you’ll walk away with a mindset shift and actionable steps.
Episode Quote: An investment in knowledge pays the best interest.” ~Benjamin Franklin
What you will learn in this episode:
How to build a portfolio that fits your real risk tolerance
How to spot the hidden fees quietly eating away at your returns
How mutual funds and exchange-traded funds (ETFs) differ
How to think like a long-term investor without obsessing over the market
How to prepare your business and finances for uncertain economic times
Make Better Wealth Decisions Podcast
https://www.johndegoey.ca/
Helpful Entrepreneurial Resources from Become Your Own Boss
Monica FREE ebook
Get your Become Your Own Boss Planner
Ways to reach Monica:
Instagram: @becomeyourownbosspodcast
Email: [email protected]
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