#171 | Why You Need a Resilient Portfolio Strategy To Navigate Behavioral Bias in Finance - Financial Literacy, Financial Advisors & Wealth

Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement · May 15, 2025 · 26m

Are your portfolios actually protecting clients—or just following outdated advice?

Despite advancements in behavioral finance, most advisors still follow legacy strategies that ignore how real investors actually behave under stress. In this episode, Philip Toews joins us to challenge the conventional 60/40 portfolio and offer a behaviorally informed alternative that can help investors stay resilient through economic shocks.

You’ll discover:

How to reframe portfolio construction starting with investor psychology—not historical assumptions.

Why behavioral coaching must happen before the crisis…