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

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://yourwealthyretirement.s.gy/pod

Could the outcome of CUSMA negotiations have a bigger impact on your investing decisions than most investors realize?

As Canada, the United States, and Mexico begin high-stakes trade negotiations, markets are watching closely. While the immediate effects on your portfolio may not be obvious, the decisions made at the negotiating table could influence trade, inflation, manufacturing, supply chains, and the broader finance landscape for years to come. In this episode, we break down what matters most, what investors should be watching, and why patience may be just as important as action.

By listening, you'll discover:

1. How CUSMA negotiations could affect investing opportunities and market sentiment over the coming months.
2. Why the current political and economic landscape may give Canada more negotiating leverage than many expect.
3. What long-term investors should monitor as trade discussions evolve and begin influencing the finance sector.

Listen now to understand how CUSMA negotiations could shape the future of investing and finance—and how staying informed can help you make more confident investment decisions.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Could rising interest rates, AI-driven speculation, and record market valuations be setting investors up for a difficult decade ahead?

Many investors are wondering whether today's market can continue climbing despite elevated valuations, growing debt levels, and uncertainty around inflation. In this episode, Professor George Athanassakos, Ben Graham Chair in Value Investing at the Ivey School of Business, shares his perspective on where markets may be headed and what investors should be watching closely as we move through the second half of 2026.

In this conversation, you'll learn:

1. Why rising interest rates may be a long-term trend driven by demographics, deglobalization, and growing capital demands from AI and infrastructure investments.
2. What current market valuations, CAPE ratios, and volatility signals suggest about expected stock returns over the next decade.
3. How value investing principles can help investors navigate periods of speculation, market exuberance, and economic uncertainty.

Listen now to hear George's outlook on inflation, interest rates, market valuations, and the practical portfolio decisions he believes investors should consider today.

See VALUE INVESTING: From Theory to Practice (Second Edition) by George Athanassakos

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

What if the biggest threat to your retirement isn’t a market crash—but living much longer than you expected?

Many Canadians build retirement plans assuming they'll live into their mid-80s, but today's reality is very different. Advances in healthcare, lifestyle, and longevity mean many retirees could spend decades longer in retirement than they originally planned for.

In this episode, we explore the concept of Longevity Risk—the financial danger of outliving your money—and why it remains one of the most overlooked risks in retirement planning.

By listening, you'll learn:

1. Why planning to age 85 may no longer be sufficient and why many financial planning professionals now use age 95 as a more prudent planning horizon.
2. How unrealistic return assumptions and life expectancy estimates can create hidden weaknesses in an otherwise solid retirement plan.
3. What strategies may help reduce Longevity Risk, including sustainable withdrawal rates, guaranteed income solutions, and maximizing retirement income sources.

If you want greater confidence that your retirement savings can support you throughout a long and healthy life, this episode will help you understand the risks and planning decisions that matter most.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

What happens to your financial plan when retirement doesn't unfold the way you expected?

Most people build their retirement plans assuming life will go according to plan. But unexpected health events, caregiving responsibilities, housing challenges, and family transitions can dramatically change your future. In this episode, internationally recognized retirement and aging expert Dr. Amy D’Aprix shares how to prepare for life's inevitable transitions without living in fear of them.

You'll discover how thoughtful conversations today can help preserve your independence, quality of life, and financial security tomorrow.

In this episode, you'll learn:

1. How to use the powerful "Plan B" question to prepare for health, mobility, and family changes before they become emergencies.
2. Why housing decisions can have the biggest impact on your quality of life and what to consider when planning to age in place.
3. How caregiving, family dynamics, and life transitions affect retirement planning and the financial decisions you'll face along the way.

Listen now to learn how better retirement planning, aging in place preparation, and caregiving conversations can help you maintain more choice, control, and peace of mind throughout every stage of life.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Is your investment portfolio prepared for a world where geopolitical shocks, inflation pressures, and market volatility are becoming the norm rather than the exception?

As geopolitical instability continues to reshape global markets, investors face new challenges that traditional strategies may not fully address. In this episode, you'll learn why adapting your portfolio to a rapidly changing world is becoming increasingly important and how diversification can help reduce risk when uncertainty rises.

In this episode, you'll discover:

1. Why geopolitical instability can increase market volatility and change how asset classes move together.
2. How portfolio diversification across geographies, currencies, and asset classes can help strengthen financial resilience.
3. What rising inflation means for investors and how to think about positioning your portfolio for a changing future.

Listen now to learn how to build a more adaptable investment strategy that can withstand geopolitical instability, support effective portfolio diversification, and navigate inflation-driven uncertainty.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Are your wealth decisions prepared for a world being reshaped by ai investing and entrepreneurship?

Everywhere you look, artificial intelligence is changing how businesses operate, how investors evaluate opportunities, and how entrepreneurs build and scale companies. But while most conversations focus on the technology itself, the bigger question is how these changes will affect your career, your investments, and your long-term financial future.

In this episode, former national news anchor and business correspondent Jon Erlichman shares insights from his transition into entrepreneurship, his perspective on the rapid rise of ai investing, and why successful wealth decisions start with understanding yourself before trying to predict the future.

You'll discover:

1. Why AI investing is creating new opportunities while disrupting traditional business models across industries.
2. What entrepreneurship teaches about focus, adaptability, and staying committed to a long-term vision during periods of rapid change.
3. How better wealth decisions come from aligning your investments with your personal goals, values, and risk tolerance instead of reacting to market headlines.

Listen now to learn how AI investing, entrepreneurship, and thoughtful wealth decisions can help you navigate change with greater confidence and clarity.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Are strong markets making you more confident than you should be?

Canadians may be feeling more optimistic about the country's direction, but that optimism can become a liability when it spills into investing decisions. In this episode, we explore the difference between healthy optimism and optimism bias, and why investors need to remain objective as economic risks continue to evolve. Drawing on recent research about Canada's growing "precarity mindset," this conversation examines how confidence, uncertainty, and market behavior intersect in today's environment.

In this episode, you'll learn:

1. How optimism bias can quietly influence your investing decisions and increase portfolio risk.
2. Why recent market success may create false confidence in future outcomes.
3. How a disciplined wealth management approach can help you navigate uncertainty without abandoning optimism.

Listen now to discover how balancing optimism with objective decision-making can help protect your wealth and position your portfolio for an uncertain future.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Learn more about Flourishing Business: https://flourishingbusiness.org/

What if the biggest risk to your portfolio isn’t market volatility—but ignoring the broader context in which wealth decisions are made?

Most investors focus on returns, interest rates, and market performance. But what happens when environmental pressures, social instability, resource constraints, and shifting economic realities begin reshaping the foundations of the economy itself? In this episode, we explore why investing with context may be one of the most overlooked aspects of making better wealth decisions.

Anthony Upward joins the conversation to discuss how traditional economic models often ignore the larger systems that influence long-term prosperity and why investors should think beyond short-term market movements when evaluating opportunities.

In this episode, you'll learn:

1. Why investing with context can help you identify long-term risks and opportunities that many investors overlook.
2. How environmental, social, and economic forces are increasingly shaping business performance and portfolio outcomes.
3. What investors can do to build resilience through local investing, regenerative business models, and a focus on essential human needs.

Listen now to discover how investing with context can help you make smarter wealth decisions in an increasingly complex world.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Are you spending too much time managing your finances when wealth management and financial planning could be handled more effectively through delegation?

Many people assume they need to be involved in every investment and planning decision to achieve good financial outcomes. But for those who value their time and prefer focusing on other priorities, a delegation-based approach to wealth management and financial planning can create greater efficiency, clarity, and confidence. In this episode, we explore why more investors are choosing to hand responsibility to trusted professionals and how that shift can improve both the client experience and financial outcomes.

In this episode, you'll learn:

1. How delegation can eliminate decision fatigue and reduce the burden of ongoing financial management.
2. Why a clear fiduciary relationship can improve wealth management outcomes and streamline financial planning decisions.
3. How focusing on outcomes instead of constant involvement can create more confidence and peace of mind.

Listen now to discover whether a delegation-based approach to wealth management and financial planning could help you achieve better results while reclaiming your time.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV

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://yourwealthyretirement.s.gy/pod

Are your investment decisions helping you build long-term wealth — or quietly increasing your risk?

In this episode, we sit down with Jonathan Needham, President of Russell Investments Canada, to explore how institutional investing principles can help everyday investors make smarter wealth decisions. From factor investing and ETF investing to portfolio construction and behavioral discipline, this conversation breaks down how investors can build more resilient portfolios in today’s rapidly evolving market environment.

You’ll learn why personalization, diversification, and evidence-based investing are becoming increasingly important for Canadians looking to improve long-term outcomes without unnecessary complexity.

In this episode, you’ll discover:

1. How factor investing can improve risk-adjusted returns over time
2. Why ETF investing continues to evolve beyond simple index tracking
3. The biggest behavioral mistakes investors make — and how to avoid them

If you want to make more confident wealth decisions using disciplined, evidence-based investing strategies, this episode will give you practical insights you can apply immediately.

John De Goey's Books. Grab your copy from Amazon:

1. Bullshift: How Optimism Bias Threatens Your Finances
2. STANDUP to the Financial Services Industry
3. The Professional Financial Advisor IV