Podcast Wealth Advisor terbaik (2025)

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#227 | Does Your Wealth Plan Overlook Geopolitics & Inflation Risks? Fix It Today [Financial Literacy, Financial Advisor & Wealth] 23:22

28d ago23:22

23:22

Are geopolitics and inflation quietly reshaping your portfolio without you realizing it? In this episode, macro expert Bipan Rai breaks down the evolving global environment of 2025–2026 and explains how geopolitics, inflation, and portfolio strategy now intersect in ways investors can’t afford to ignore. By listening, you’ll discover: How rising ge…

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Inside the Economy: AI Trade, Inflation, Wages, and the Jobs Market 11:18

1d ago11:18

11:18

This week on Inside the Economy, we dive into stock performance and take a closer look under the hood at AI, inflation, wages, and the U.S. job market. The “Magnificent Seven” stocks of the S&P 500 have been primary drivers of the market over the past few years. Is the index beginning to broaden now? What has led to Google’s success this year? We a…

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#234 | How to Build Smarter Financial Plans for 2026 in Canada Without Overpaying Taxes - Financial Literacy, Financial Advisors & Wealth 3:30

1d ago3:30

3:30

Are you ready to make your financial plans for 2026—but worried about missing key tax and contribution rules in Canada? Understanding tax brackets, RSP, and TFSA contribution limits can dramatically affect how much you keep and grow next year. Whether you’re a high earner or just starting to save, knowing the numbers now sets you up for success. In…

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#233 | How to Improve Your Decision Making So Every Choice Becomes an Impactful Decision - Financial Literacy, Financial Advisors & Wealth 26:24

7d ago26:24

26:24

Are you confident that your decision making actually leads to an impactful decision—especially when the stakes are high? In this episode, we unpack how decision making really works when lives, wealth, and long-term outcomes are on the line. Drawing from healthcare, entrepreneurship, and leadership under pressure, this conversation reveals why clari…

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#232 | How To Adjust Your Financial Planning for Higher Investment Risk When Stock Market Valuations Are Extreme - Financial Literacy, Financial Advisors & Wealth 4:12

9d ago4:12

4:12

Are you basing your financial planning on recent market gains—without accounting for how stock market valuations change investment risk? Many investors assume that strong past returns mean strong future returns. But history shows that when stock market valuations rise, investment risk quietly increases and expected returns often fall. If your finan…

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#231 | Is Your Portfolio Exposed Because You Confuse Risk With Uncertainty? [Financial Literacy, Financial Advisors & Wealth] 25:14

14d ago25:14

25:14

Uncertainty is rising — but your decision-making doesn’t have to fall apart with it. In this conversation with keynote speaker, consultant, author, and behavioral scientist Sam Sivarajan, we explore the mindset, tools, and frameworks that help people stay calm, think clearly, and make better decisions in the face of unpredictable change. Sam’s new …

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Inside the Economy: Household Income, Home Ownership versus Renting, and The Markets 14:08

14d ago14:08

14:08

This week on Inside the Economy, we cover U.S. consumer income growth, the growing rent-versus-buy debate among younger generations, and the latest in U.S. markets. Median income growth has cooled sharply since early 2022. The key question now: Are we normalizing, losing ground, or entering a new phase? With that in mind, it’s interesting to see ho…

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#230 | How To Protect Your Finance Decisions Without Betting Everything on AI - Financial Literacy, Financial Advisors & Wealth 4:02

16d ago4:02

4:02

Are your finance decisions being quietly distorted by AI’s massive—and possibly unsustainable—market influence? The surge of AI dominance has reshaped everything from valuations to investor behavior, and it’s created a level of concentration risk the world hasn’t seen before. If you hold the Magnificent Seven, follow AI-driven narratives, or simply…

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#229 | Why the Disability Savings Tax Credit Matters More Than You Think for Your Family’s Future - Financial Literacy, Financial Advisors & Wealth 21:37

21d ago21:37

21:37

What if someone in your family qualifies for the disability tax credit — and you’ve never set up an RDSP? Most people who receive the disability savings tax credit have never been told how powerful an RDSP really is. In this episode, advisor Eldon Dunseith breaks down exactly how the system works, why so many families miss out, and how simple the p…

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The 2025 Market Rundown: Risks, Returns & What Comes Next 28:13

21d ago28:13

28:13

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Ryan, Ron, and Nick sit down for their quarterly market conversation, breaking down where things stand, what’s driving today’s headlines, and how investors should be thinking about the years ahead. Instead of predictions or hype, th…

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10x Your Business Selling to ESOP | John Lesnik | Full Episode 59:25

22d ago59:25

59:25

What happens when a founder has the ultimate leverage... but chooses differently? In this rare, unfiltered story from Charting Opportunities, founder John Lesnik of Lending Science DM shares his journey of building a 10X value business that caught the attention of top-tier Private Equity firms. He was weeks away from cashing a massive check when he…

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#228 | Why Personal Finance Is Easier Than You Think (The Wealthy Barber) - Financial Literacy, Financial Advisors & Wealth 3:10

23d ago3:10

3:10

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. Have you ever wondered why some people build wealth effortlessly while others get l…

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Inside the Economy: Inflation, Auto Loans, and Changes in China 11:49

28d ago11:49

11:49

This week on Inside the Economy, we explore stable increases in inflation, emerging issues in credit card and auto loan delinquencies, U.S. markets, and slow changes in China. Inflation has remained relatively sticky, with slight increases in the past few months. What sector appears to be driving this rise? Auto loan and credit card delinquencies, …

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#226 | How To Maximize Canadian Investors Returns By Using Vanguard Fee Cuts [Financial Literacy, Financial Advisor & Wealth] 4:09

30d ago4:09

4:09

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 unknowingly losing money to outdated fees that shouldn’t exist anymore? For…

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#225 | How Behavioral Finance Research Reveals Why You Freeze — And How to Start Making Better Wealth Decisions [Financial Literacy, Financial Advisor & Wealth] 25:55

1M ago25:55

25:55

Why do smart people freeze when making financial choices — even when they know better? Most Canadians don’t struggle with knowledge; they struggle with behavior. And in this conversation with Dr. Preet Banerjee, one of the most respected voices in Behavioral Finance, you’ll hear how biases, paralysis, and decision overload silently undermine your a…

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#224 | Why You Should Pause Before Making AI Investing Moves—Lessons in Mindful Investing [Financial Literacy, Financial Advisor & Wealth] 4:28

1M ago4:28

4:28

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 making AI investing moves without thinking, or are you pausing to consider …

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#223 | How To Make Better Wealth Management Decisions by Building Critical Thinking Habits [Financial Literacy, Financial Advisor & Wealth] 22:59

1M ago22:59

22:59

Are you making truly informed wealth management decisions—or just reacting to headlines and social media noise? In this conversation, senior editor David Kitai of Wealth Professional Magazine explores how critical thinking shapes better financial decisions, both for advisors and clients. From optimism bias to information bubbles, he and John unpack…

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Inside the Economy: Labor and the Markets, S&P Earnings and Growth, and America First 11:11

1M ago11:11

11:11

This week on Inside the Economy, we address the labor market, S&P 500 earnings growth, and the concept of “America First”. As we near year-end, how do announced U.S. layoffs stack up against historical trends and the elevated levels recorded in 2020? We’ll explore several potential drivers behind the recent surge in U.S. layoffs, some of which may …

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#222 | Why the 2025 Budget Recap Signals Canada’s Plan To Survive Trump Tariffs [Financial Literacy, Financial Advisor & Wealth] 3:20

1M ago3:20

3:20

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. Have you ever wondered how Canada plans to defend its economy from the next wave of…

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Meet the Manager: WCM Investment Management 35:30

2M ago35:30

35:30

In this episode, Senior Partner Patrick Malcolm and Senior Financial Adviser James Malliaros speak with Ryan Quinn from WCM Investment Management about the firm’s distinctive global growth strategy, which focuses on companies with expanding competitive advantages and strong corporate cultures. Ryan shares how WCM evaluates these intangible qualitie…

1
Top 7 Mistakes of Retirement Investing 28:21

2M ago28:21

28:21

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Even experienced investors can trip up when it comes to managing their money in retirement. In this episode, Ryan, Ron and Nick reveal the seven most common — and costly — investing mistakes they see retirees make. You’ll learn how …

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#221 | How To Strengthen Your Portfolio With Renewable Energy After the Canada Budget 2025 [Financial Literacy, Financial Advisor & Wealth] 22:41

2M ago22:41

22:41

What does the Canada Budget 2025 mean for your portfolio—and how can clean energy investing fit into it? If you’ve been hearing about renewable energy but haven’t known where to start, this episode is your guide. Host John sits down with Mustafa Bukhari, National Team Lead for Wealth Solutions at Skyline Group of Companies, to break down how Canada…

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#220 | Why Canada’s Federal Budget Might Be a Declaration of Economic War — And What It Means for You [Financial Literacy, Financial Advisor & Wealth] 3:23

2M ago3:23

3:23

What happens when your country declares an economic war — without a single bullet fired? The long-awaited Canada federal budget is finally here after 18 months, and it’s shaping up to be the most ambitious — and risky — spending plan in modern history. With an interventionist government, massive infrastructure commitments, and billions aimed at ene…

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Meet the Manager: Ellerston JAADE Private Assets Fund 49:52

2M ago49:52

49:52

In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Sam Eley are joined by David Leslie, Investment Director, for an insightful discussion on private asset investing. David explains what private equity represents as an asset class, the key traits JAADE looks for in investment opportunities, and how the team actively adds value…

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#219 | How Jessica Moorhouse Turned Her Money Mindset Into a Financial Literacy Movement [Financial Literacy, Financial Advisor & Wealth] 27:51

2M ago27:51

27:51

Do you ever feel like you know what to do with your money — but somehow still don’t do it? In this conversation with financial literacy expert and bestselling author Jessica Moorhouse, we uncover why your financial habits might have less to do with dollars and cents and more to do with your psychology, social conditioning, and money mindset. From u…

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Inside the Economy: Housing Market, AI Frenzy, and U.S. Growth 13:46

2M ago13:46

13:46

This week on Inside the Economy, we address the housing market, the AI investment frenzy, and economic growth in the U.S. Home prices have become increasingly unaffordable, and potential upcoming rate cuts are unlikely to solve the issue. Denver’s housing market remains flat, with some rising prices - where do prices appear to be increasing the mos…

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#218 | How the Ontario Government Exposed Donald Trump Tariffs Using Ronald Reagan’s Own Words [Financial Literacy, Financial Advisor & Wealth] 4:36

2M ago4:36

4:36

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. Have you ever wondered what happens when political posturing collides with real-wor…

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Estate Planning: Industry Experts' Guide to Asset Protection 40:10

2M ago40:10

40:10

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Looking to safeguard your legacy and shield your family from financial stress? In this episode, the team sits down with Certified Elder Law Attorney Andrew Sykes to reveal how smart estate planning and legal strategies can make all …

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#217 | How To Align Sales Integrity With Every Investment You Make To Improve Your Wealth Decisions [Financial Literacy, Financial Advisor & Wealth] 24:26

2M ago24:26

24:26

Do you believe sales has no place in wealth creation or investment strategy? You might be missing one of the most powerful principles for sustainable financial growth. In this episode, we explore how sales integrity—the combination of purpose, discipline, and authenticity—can dramatically improve your investment process and wealth decisions. Whethe…

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#216 | Why the ‘No Kings’ Protests Miss the Real Threat: Geoeconomics Under Trump [Financial Literacy, Financial Advisor & Wealth] 3:50

2M ago3:50

3:50

Have you ever wondered how economic strategy became a tool of political dominance? In this episode, we explore the rise of geoeconomics—the use of economic power to enforce political will—and how it’s playing out in real time under President Trump’s administration and the growing No Kings movement. As protests grow and constitutional norms are test…

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#215 | How History Shapes Smarter Investing Decisions—Insights From a Boston Fund Manager [Financial Literacy, Financial Advisor & Wealth] 26:25

2M ago26:25

26:25

What if the smartest investment strategy isn’t found on a spreadsheet—but in the past? When portfolio manager Ryan Floyd (CFA, Barca Capital) joins the show, he reveals why understanding the world’s economic history may be the most overlooked skill in investing and decision making today. From global debt cycles to the real drivers behind gold and c…

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Inside the Economy: Consumers and their Jobs, The Frothy Markets, and Prospects for Europe 12:50

2M ago12:50

12:50

This week on Inside the Economy, we discuss the state of consumers and employment, today’s frothy markets, and economic developments in Europe. While we await updated jobless claims data —delayed due to the government shutdown—we can already see signs of possible moderation in consumer behavior. Both consumer and credit card spending have declined …

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#214 | Why Gold’s Record-Breaking Price in Modern Times Signals a Bigger Economic Shift Than You Think [Financial Literacy, Financial Advisor & Wealth] 5:14

2M ago5:14

5:14

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 we witnessing a financial turning point—or a warning sign? With gold surpassing…

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#213 | Why Ignoring Mental Health Leads To Costly Wealth Decisions & Strained Relationships [Financial Literacy, Financial Advisor & Wealth] 27:55

3M ago27:55

27:55

What happens when your wealth decisions collide with the reality of a loved one’s mental illness? Can compassion and financial responsibility coexist when relationships are tested by crisis? In this episode of Make Better Wealth Decisions, host John explores the intersection of mental health, money, and relationships with award-winning journalist a…

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Building With Purpose - Doug Roe, Code Red Roofers | Charting Opportunities 48:50

3M ago48:50

48:50

Oleh William Bissett

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#212 | Why the Government Shutdown Could Hit Your Markets Portfolio Harder Than You Think [Financial Literacy, Financial Advisor & Wealth] 4:00

3M ago4:00

4:00

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. What happens when political chaos and market calm collide? The latest government sh…

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Private Investments: Unlocking Investment Opportunity Beyond the 'Public' Eye 32:35

3M ago32:35

32:35

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ When most people think of investing, they picture the stock market. But the reality is that fewer companies are going public, and many of the best opportunities are staying private. In this episode, Ryan, Ron and Nick explore privat…

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#211 | Should You Rethink Retirement Planning If You’re Child-Free? How To Protect Your Wealth in a Shifting Economy [Financial Literacy, Financial Advisor & Wealth] 20:55

3M ago20:55

20:55

Are your financial decisions built on assumptions that no longer hold true? Most investors still rely on growth models tied to population expansion — but what happens when 25% of Americans are child-free and birth rates keep falling? In this episode, we dive into the controversial but urgent conversation around Child-Free Wealth, Demographics, and …

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Inside the Economy: Consumer Spending, Jobs, New Home Sales, and Fed Actions 10:18

3M ago10:18

10:18

This week on Inside the Economy, we address consumer spending, employment trends, new home sales data, and recent actions by the Federal Reserve. Despite concerns, there is minimal evidence that hiring has slowed drastically, and layoffs remain low. But are consumers starting to feel pressure when it comes to spending, particularly in the context o…

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#210 | How Ignoring the US Government Shutdown Could Cost You Big in the Markets [Financial Literacy, Financial Advisor & Wealth] 2:36

3M ago2:36

2:36

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 underestimating the impact of a US government shutdown on your financial fu…

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297: A Short Pause for Love, your Money® 4:48

3M ago4:48

4:48

In this brief update, Hilary Hendershott shares that Love, your Money® is taking a short hiatus. Think of it as a quick intermission—not the end of the story. Hilary explains why this pause matters, what’s happening behind the scenes, and what you can look forward to when the show returns later this year. The heart of the podcast remains the same: …

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#209 | How To Make Bold Decisions Without Ignoring Risk and Reward (Ken Read’s Take) [Financial Literacy, Financial Advisor & Wealth] 25:47

3M ago25:47

25:47

Are you weighing risk and reward the wrong way when making big decisions? In this episode, Canadian Olympic legend Ken Read—one of the fearless “Crazy Canucks”—shares how the principles of risk and reward shaped his career in downhill skiing, philanthropy, and leadership. From racing down the world’s toughest courses to helping Canada “Own the Podi…

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Meet the Manager: Perennial Strategic Natural Resources Trust 33:49

3M ago33:49

33:49

In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Amelia Paullo are joined by Sam Berridge and Ewan Galloway, Portfolio Managers at Perennial Partners, to discuss the Strategic Natural Resources Trust. Together, they explore the opportunities and challenges of investing in the natural resources sector — a space that’s often …

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296: Understanding Leverage, Short Selling, and Active Trading in Tax-Aware Long-Short Strategies (Part 2 of 2) 23:05

3M ago23:05

23:05

In our last episode, Hilary pulled back the curtain on tools many investors are taught to fear—like leverage, short selling, and active trading—and how, when used wisely, they can produce tax alpha: higher net returns that come from smart tax planning, not investment performance alone. If you left part one wondering, “Doesn’t this mean lots of trad…

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#208 | Think Rate Cuts Will Save the Economy? Here’s Why Interest Rates Could Trigger More Inflation Instead [Financial Literacy, Financial Advisor & Wealth] 3:10

3M ago3:10

3:10

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. Markets cheered when the Bank of Canada and the Federal Reserve lowered interest ra…

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#207 | How To Strengthen Your Retirement Planning By Managing Longevity Risk Smarter [Financial Literacy, Financial Advisor & Wealth] 26:31

3M ago26:31

26:31

Have you ever considered what living to 95—or even 100—means for your money? Longevity risk is one of the least discussed yet most impactful challenges in retirement planning. Many people still base their financial planning on outdated assumptions, risking a shortfall in their later years. In this episode with Fraser Stark, President of the Longevi…

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Buy Low, Sell High: You Buy Clothes on Sale, So Why Not Stocks? 26:23

3M ago26:23

26:23

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ In this episode, Ryan, Ron and Nick take a deep dive into the key investment principle of buying low and selling high. They explore the psychological traps that often lead investors to buy when stocks are overpriced and sell in pani…

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Inside the Economy: Employment, Stock Valuations, and the U.S. Bond Market 12:33

3M ago12:33

12:33

This week on Inside the Economy, we take a closer look at employment trends, the pending rate cut, stock valuations, and the U.S. bond market. Jobless claims are rising and the unemployment rate has ticked up. Could fewer hours worked per employee be part of the story? Equity valuations are reaching levels not seen in decades. With the S&P 500 trad…

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295: Understanding Leverage, Short Selling, and Active Trading in Tax-Aware Long-Short Strategies (Part 1 of 2) 32:35

3M ago32:35

32:35

What if the financial tools you’ve been taught to fear—like leverage, short selling, and active trading—aren’t inherently dangerous? What if the real risk isn’t the tool itself, but how it’s applied and who is using it? The truth is these tactics can create unnecessary risk if misused. But when they’re applied for a specific, evidence-based purpose…

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#206 | How To Build Trust As A Financial Advisor When Financial Influencers Are Taking The Spotlight [Financial Literacy, Financial Advisor & Wealth] 23:43

3M ago23:43

23:43

Are financial influencers reshaping how people make money decisions—and leaving financial advisors behind? In this episode of Make Better Wealth Decisions, host John De Goey sits down with Mike Schwartze, co-founder of Basis Point Media, to unpack the growing role of financial influencers in shaping public opinion and trust. They dive into how ever…

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