Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement

Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement

By John De Goey (a podcast covering financial literacy, financial advisors & wealth)Business
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Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement episodes

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

    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!


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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

    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!


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    5 min
  • Ep. 125 - The Secret Connection Between Your Money and Your Happiness : Financial Literacy, Financial Advisors & Wealth

    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!


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    28 min
  • Ep. 124 - Why Cognitive Biases Could Be Sabotaging Your Portfolio and How to Fix It : Financial Literacy, Financial Advisors & Wealth

    Are you confident your investment decisions are built to withstand market uncertainty and potential bubbles like the AI craze?

    This episode dives into rational decision-making under uncertainty, exploring how cognitive biases and overconfidence can derail even the most experienced investors.

    With insights into portfolio management strategies and the potential parallels between today’s AI-driven market and past financial bubbles, this discussion is crucial for anyone aiming to safeguard their wealth in unpredictable times.

    In this episode, you will:

    1) Learn how to apply rational choice theory to navigate unpredictable market outcomes.

    2) Discover strategies to avoid overvalued investments and prepare for potential market corrections.

    3) Gain actionable advice on mitigating risks and achieving long-term financial stability.

    Tune in now to uncover practical strategies for smarter investing in an uncertain financial landscape.


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    6 min
  • Ep. 123 - How Political Shifts Shape the Market And How to Stay Ahead : Financial Literacy, Financial Advisors & Wealth

    Have you ever wondered how election outcomes impact your investments and the economy—and what you can do to stay ahead of the curve?

    In this episode of Make Better Wealth Decisions, host John De Goey sits down with Chris McHaney, Vice President at Global X ETFs, to break down the aftermath of the recent U.S. election.

    If you’re concerned about how policies on tariffs, inflation, and interest rates might affect your financial future, this conversation offers clarity and actionable insights.

    By listening to this episode, you’ll learn:

    1) How post-election policies could influence global markets and your portfolio.

    2) Strategies for avoiding recency bias in financial decision-making.

    3) Why writing down predictions and revisiting them can help you make smarter investment choices.

    Don’t miss out on this expert insight—tap “Play” now to gain the tools you need to make smarter financial decisions post-election!


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    26 min
  • Ep. 122 - Is the Market Headed for a Lost Decade? Here’s What You Need to Know : Financial Literacy, Financial Advisors & Wealth

    What if the next decade of investing yields no returns—how would that impact your financial future?

    With market valuations at historical highs and growing concerns about a "lost decade," understanding how to navigate potential stagnation is critical for investors.

    This episode explores actionable strategies to safeguard your wealth and maximize returns despite an unpredictable market outlook.

    In this episode, you will:

    1) Learn how the CAPE ratio impacts long-term market returns and what it means for your investment planning.

    2) Discover practical ways to prepare for prolonged periods of low or zero growth in the stock market.

    3) Understand how to balance risk, reduce tax liabilities, and optimize your portfolio for resilience in uncertain times.

    Listen now to gain the insights you need to make smarter, more informed wealth decisions in an unpredictable financial landscape.


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    5 min
  • Ep. 121 - Why Your Retirement Plan Might Be a Ticking Time Bomb And How to Defuse It : Financial Literacy, Financial Advisors & Wealth

    Are you making dangerous assumptions about your retirement plan that could leave you short when it matters most?

    Many people believe they're on track for retirement, but startling statistics show that most Americans are woefully underprepared.

    This episode dives into the harsh realities of retirement savings, government entitlements, and how market risks could derail your plans—providing actionable insights to secure your financial future.

    By tuning in, you'll learn:

    1) How to calculate your true retirement needs and avoid costly assumptions.

    2) The key strategies to reduce risk while maximizing returns in uncertain markets.

    3) Practical steps to create a realistic and achievable retirement plan, even if you're starting late.

    Don’t wait until it’s too late—press play now to uncover strategies that will help you retire confidently, no matter where you’re starting from.


    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    25 min
  • Ep. 120 - The Hidden Influence of AI on Financial Markets Are You Prepared? : Financial Literacy, Financial Advisors & Wealth

    With AI’s powerful entry into the financial world, many investors are re-evaluating their strategies to stay ahead of trends and avoid the herd mentality.

    Whether you're cautious or curious about AI's role in finance, understanding its impact could be the key to smarter investment decisions and capturing new opportunities.

    In this episode, you’ll learn:

    1) How major firms are leveraging AI to influence market trends.

    2) The risks and rewards of integrating AI into investment strategies.

    3) Tips on evaluating AI-driven options to strengthen your personal wealth strategy.


    Tune in now to uncover how AI can enhance your financial approach and help you make better wealth decisions this year.



    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    3 min
  • Ep. 119 - The Future of Investing: How AI Is Revolutionizing Wealth Management : Financial Literacy, Financial Advisors & Wealth

    Are you tired of feeling like you’re in the dark when it comes to making smarter investment choices?

    If you're frustrated with the confusing world of Wall Street or feel like traditional investment advice just doesn’t cut it, this episode is for you.

    We’re diving into the world of artificial intelligence with George Kailas, CEO of Prospero.ai, to reveal how AI can empower retail investors like you to make informed and strategic financial decisions previously accessible only to industry insiders.

    In this episode, you will:


    1) Discover how AI democratizes access to high-level investment strategies, enabling you to compete with big investors.

    2) Learn how to navigate market trends, including the impact of social media and investor psychology on stock prices.

    3) Gain practical advice on using AI-driven tools to maximize your investments and avoid common retail investor pitfalls.


    Tune in now to learn how AI can help you take control of your wealth and start making smarter investment decisions today!



    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    29 min
  • Ep. 118 - Stop Overpaying Taxes — Here’s What Smart Investors Do Differently : Financial Literacy, Financial Advisors & Wealth

    Are you looking to make the most of your investments while keeping your tax bill as low as possible?

    Many investors are unaware of tax-saving opportunities and often miss out on valuable deductions.

    In this episode, we explore how strategies like investing in flow-through shares and limited partnerships can offer significant tax relief, even if you're not an accredited investor, so you can make better, more informed wealth decisions as the year wraps up.

    In this episode, you’ll gain insights on:


    1) How flow-through shares can help reduce your tax liabilities.

    2) Key differences between accredited and non-accredited investment options.

    3) Strategic tax planning tips to maximize your financial growth by year-end.


    Listen now to discover strategies that can transform your tax planning and optimize your wealth for the year ahead!



    The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

    4 min

About Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement

From the publisher's feed

Have you thought about how our retirement planning can be derailed by having a portfolio built using principles that might no longer work?