#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth

Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement · Mar 17, 2025 · 5m

How do you align your investments with your values while navigating unexpected global economic shifts?

With new tariffs from the U.S. and a newly elected Prime Minister in Canada, investors are facing heightened uncertainty.

Should you adapt your investment strategy to these changes, or stay the course with your existing approach?

This episode explores the balance between personal values, market risks, and strategic adjustments in today’s financial landscape.

In this episode, you will:

1) Discover how to align your investments with your values without compromising returns.

2) Learn how…