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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments
By bullshiftthepodcastBusiness
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments episodes
- Ep. 14 - Why behavioural finance is crucial for both financial literacy and financial advisorsOur guest this week is Larry Berman of Q Wealth Partners and the BNN program “Berman’s Call”. Larry has a wealth of hands-on experience in the behavioural finance field and offers some concrete examples of how behavioural quirks can influence our decisions.35 min
- Ep. 13 - Consumer advocacy and financial literacy are key components to wealth management in Canada. Stories and insights from an industry veteran.This week, John sits down with Ellen Roseman, a lifelong consumer advocate who has had stints as a personal finance columnist for the Toronto Star, FAIR Board member and co-host of the Canadian MoneySaver podcast.35 min
- Ep. 12 - Find out more about how ETFs work from a wealth management executiveKevin Prins is a Senior Executive at BMO ETFs. He joins John this week to talk about how ETFs can be used by STANDUP Advisors to obtain more precise and cost-effective portfolio solutions for investors.22 min
- Ep. 11 - Exchange Traded Funds (ETFs) have exploded on to the wealth management scene. Find out why.Pat Dunwoody is the Executive Director of the Canadian Exchange Traded Fund Association (CETFA). Listen in to learn about the exponential growth of ETFs in Canada.35 min
- Ep. 10 - Eldercare is an issue for people with and without wealth. What are some of the challenges?As CEO of CanAge, Laura Tamblyn-Watts is a leading voice for Canadian seniors. Her insights into the challenges seniors face make for some intriguing food for thought.37 min
- Ep. 9 - Helping people with financial literacy from a media personalityKelley Keehn is a mainstay for personal finance education and awareness in Canada. She’s a regular guest on Global TV’s Morning Show, BNN and the Marilyn Dennis Show. She joins me this week to discuss her mission of helping people become more financially literate.33 min
- Ep. 8 - Decision-making is crucial in managing your wealth. How should we go about it?Ted Cadsby is the author of four major books about decision-making and a sought-after thought leader and Board member. His interesting views on how people make decisions are worth considering.36 min
- Ep. 7 - What's your financial literacy around ETFs and longevity risk?My guest this week is Som Seif, CEO of Purpose Investments. Som and I discussed some of the history behind the rise of ETFs in Canada and discussed the hidden risks associated with unexpected longevity.33 min
- Ep. 6 - How financial advisors need to think about risk when managing your wealthOur guest this week is Rodrigo Gordillo, who is the Managing Partner at Resolve Asset Management. He’s an out of the box thinker who has a unique perspective on risk, asset allocation, and portfolio construction dogma.38 min
- Ep. 5 - When managing wealth, what is your financial advisor's value proposition?Tim Huver is a senior Canadian executive at Vanguard, is one of the world’s leading asset management firms. Hear Tim’s takes on product costs, client expectations, the framing of value propositions, and more.31 min
About Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments
From the publisher's feed
Make Better Wealth Decisions is a weekly exploration of how the financial services industry shifts peoples’ attention to make them more bullish. It involves a risk most people won’t recognize because…
being optimistic is usually a good thing. We all have biases – and being biased means you’re taking on unique risks that are not always recognized or acknowledged. It’s a perverse problem – how, exactly, does one address biases that are not even recognized? If we can’t (or won’t) acknowledge our own blind spots, how will we ever hope to overcome them? The most unexpected challenge may come from having a sunny outlook. Optimism Bias can be dangerous because consistently expecting things to work out can often lead to being less careful than one ought to be. Plenty of people think there are significant risks in the stock (and bond… and real estate) market these days, but many choose to actively look the other way – as if the risks will simply go away if we don’t acknowledge them.