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

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.

Are rising oil prices about to trigger the next wave of inflation—and what should investors be doing right now?

Global tensions, disrupted supply chains, and constrained energy flows are creating a situation that could keep oil prices elevated for months. For investors, that matters more than most realize. Historically, major spikes in oil prices have often been followed by inflation, market volatility, and economic slowdowns.

In this episode, we explore what today’s geopolitical developments could mean for inflation, markets, and long-term investing strategy.

You’ll discover:

1. Why rising oil prices have historically triggered inflation and market downturns.
2. What investors can learn from the economic shocks of the 1970s.
3. How to think about portfolio balance during periods of energy shocks and inflation.

Listen now to understand how oil prices and inflation could shape the investment landscape—and what smart investors may want to consider before the situation worsens. 🎧📈

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

https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy

Are you holding a stock that’s skyrocketed in value—but selling it would trigger a painful tax bill?

Many investors find themselves stuck with large single-stock positions. The investment performed well, but now concentration risk is growing while capital gains taxes make diversification feel impossible. In this episode, we explore how investors and advisors are using a strategic in-kind exchange to diversify portfolios while maintaining tax deferral and protecting long-term financial plans.

In this episode, you’ll learn:

1. How concentration risk quietly builds in successful portfolios—and why it’s more common than you think.
2. How an in-kind exchange allows investors to diversify a large stock position without immediately triggering taxes.
3. The behavioral investing traps (like overconfidence and familiarity bias) that keep investors dangerously over-concentrated.

Listen now to discover how smarter diversification strategies can reduce concentration risk while preserving tax efficiency. 🎧

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.

How do you make smart financial decisions when the world suddenly feels unpredictable and uncertain?

Rising geopolitical tensions, oil shocks, and supply chain disruptions are increasing the risk of stagflation—a dangerous mix of slowing growth and rising inflation. For investors, this creates a challenging environment where portfolio risk increases and many decisions must be made in the fog of war, without perfect information.

In this episode, you’ll learn:

1. How geopolitical conflict and oil price shocks can trigger stagflation and impact global markets.
2. Why many investors underestimate their true portfolio risk after 17 years without a major bear market.
3. How to think emotionally and strategically about risk when making decisions in the fog of war.

Listen now to understand how to evaluate your portfolio risk and make better investing decisions during stagflation—even when you’re making decisions in the fog of war. 📉🎙️

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

Do you have a will — and is it actually up to date?

Most Canadians don’t have wills, and many who do haven’t reviewed them in years. If you have assets, dependents, or simply people you care about, avoiding estate planning can leave your family with stress, confusion, and costly complications. The truth is, wills and power of attorney documents aren’t just legal paperwork — they’re critical financial decisions.

In this episode, you’ll discover:

1. Why so many people delay wills and estate planning — and how to overcome the mental and logistical barriers.
2. The difference between a will and power of attorney, and why you likely need both.
3. How to make estate planning simple, affordable, and actionable — no matter your budget or stage of life.

If you want to protect your family, reduce future headaches, and make smarter long-term wealth decisions, this conversation will help you take the first step.

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.

Are your investment decisions still based on a world order that no longer exists?

The reality is that geopolitics is no longer background noise—it’s a driving force behind markets, supply chains, alliances, and global stability. With recent military actions and shifting global power dynamics, the rules that once guided international cooperation have changed. If your investment decisions are built on yesterday’s assumptions, you may be taking risks you don’t even see.

In this episode, you’ll learn:

1. How the shift in the world order is directly impacting investment decisions across markets
2. Why geopolitics is now a permanent variable—not a temporary disruption
3. How to adjust your investment framework to reflect today’s hard-power global reality

If you want to make confident investment decisions in a world defined by geopolitical disruption and a changing world order, this episode will help you rethink your strategy before the next shock hits.

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

Are you confident you’re actually making better wealth decisions — or just reacting to financial information as it comes?

In today’s complex environment, financial planning isn’t just about investing or tax strategies. It’s about integrating your income, insurance, investments, corporate structure, estate planning, and long-term goals into one cohesive strategy. Without a structured process, even smart professionals can miss critical blind spots.

In this episode, Herman Chan, Certified Financial Planner, shares:

1. How to structure financial planning so you make better wealth decisions with clarity and purpose
2. The hidden risks facing medical professionals and real estate investors (including overlooked insurance gaps)
3. Why “diagnosis before prescription” is essential to long-term financial success

If you want a more disciplined, structured approach to financial planning — and the confidence that comes with making better wealth decisions — this episode will help you think differently about your next move.

More about Crimson Financial: https://www.crimsonfi.com/

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.

Are your wealth decisions truly aligned with the demographic reality shaping retirement today?

Most investors focus on GDP, interest rates, and stock market headlines — but overlook one of the most powerful economic forces: demographics. As baby boomers retire and consumer spending patterns shift, the ripple effects on the economy and capital markets are becoming more predictable — and more pronounced. If you’re planning for retirement, this matters more than you think.

In this episode, you’ll discover:

1. How demographics directly influence wealth decisions and long-term retirement outcomes
2. Why aging populations can slow economic growth — and what that means for your portfolio
3. How to adjust your strategy today to stay ahead of demographic-driven shifts

If you want your wealth decisions to reflect the economic realities of retirement, this episode will help you think differently — and plan smarter — for what’s ahead.

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

Are you making wealth decisions based on headlines — or on long-term strategy?

If you’re a retail investor, you’ve likely heard more about private investing over the past few years than ever before. Pension funds have been doing it for decades. Institutions have leaned heavily into it. But now retail investors are being invited in — and that raises big questions about liquidity, risk, evergreen funds, gating, and whether private markets truly belong in your portfolio.

In this episode, we break down what private investing actually means for retail investors and how to think clearly about wealth decisions in a world moving faster than ever.

By listening, you’ll learn:

1. How private investing can enhance diversification and long-term returns for retail investors — and where the risks truly lie.
2. What liquidity risk, gating, and evergreen structures really mean for your wealth decisions.
3. Why over-focusing on daily liquidity may be sabotaging long-term portfolio performance.

If you want to make more confident, long-term wealth decisions as a retail investor navigating private investing, this episode is essential listening.

More about Nimar Bangash and Obsiido: https://www.obsiido.com/about-obsiido/team/

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.

Are you building your portfolio as if the world hasn’t fundamentally changed?

Investing in 2026 isn’t just another market cycle. Inflation pressures, demographic decline, climate risk, infrastructure spending, and global fragmentation are creating macroeconomic shifts we haven’t seen in generations. While diversification and low-cost investing still matter, your portfolio strategy may need a second look to account for a very different economic reality.

In this episode, you’ll discover:

1. How demographic decline and slower growth could quietly drag on long-term returns.
2. Why climate, infrastructure, and geopolitical fragmentation are no longer optional considerations in portfolio strategy.
3. How to rethink diversification so your investing in 2026 reflects real macroeconomic shifts—not outdated assumptions.

If you want to make sure your portfolio strategy is aligned with the realities of investing in 2026, this episode will help you rethink what “stay the course” really means.

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

Are you settling for low bond yields while overlooking Residential Mortgages that could improve your Risk-Adjusted Returns?

With interest rates fluctuating and economic uncertainty rising in 2026, many investors are questioning whether traditional bonds, GICs, and even some Mortgage Funds are doing enough to generate steady income without unnecessary volatility. Residential Mortgages offer a different approach—one that may provide dependable income, diversification, and historically attractive Risk-Adjusted Returns.

In this episode, you’ll discover:

1. How Residential Mortgages can enhance portfolio diversification due to low correlation with stocks and bonds
2. The real risks behind Mortgage Funds—including liquidity, second mortgages, and gating—and how they’re managed
3. Why retirees and income-focused investors are turning to Residential Mortgages for stronger Risk-Adjusted Returns

If you’re looking to make smarter income decisions and potentially improve your Risk-Adjusted Returns, this episode will help you decide whether Residential Mortgages deserve a place in your portfolio.

More about Gord Ross

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