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Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement
Have you thought about how our retirement planning can be derailed by having a portfolio built using principles that might no longer work? In the current financial climate, you need actionable ideas to help reduce risk and grow your retirement wealth. Your wealthy retirement will help you navigate investing and financial planning by exposing how traditional advice often fails to incorporate these changes. You'll Discover: 1. How to protect your retirement wealth against today’s changing…
Episodes
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#198 | How 30 Years in Financial Advice Reveal the Investing Trends You Can’t Ignore [Financial Literacy, Financial Advisor & Wealth]
What does 30 years of watching Canada’s financial advice industry teach us about where investing is headed next? In this candid conversation with Rob Carrick…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#197 | From Biases to Better Decisions: What These Behavioral Finance Books Taught Me [Financial Literacy, Financial Advisor & Wealth]
Think you make rational money decisions? You might want to think again — your behavioral biases are probably calling the shots. In this episode, we revisit the…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#196 | Why You Need Behavioral Finance To Make Better Investment Decisions
Are your investing habits hurting your future more than you realize? If you've ever wondered why it's so hard to start investing—or why losses feel like a gut…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#195 | Why Compliance Rules May Be Blocking Your Wealth Decisions (Without You Knowing It) [Financial Literacy, Financial Advisor & Wealth]
Do you know who’s really influencing your investment decisions? Most investors assume their financial advisor has full discretion over portfolio…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#194 | Why Compliance Should Empower Advisors — Not Hold Them Back [Financial Literacy, Financial Advisor & Wealth]
Are you still treating compliance as a roadblock instead of a strategic advantage? If you're an advisor or in compliance, this conversation with Fardan Ali…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#193 | Why Donald Trump's Tariffs Could Reshape Your Portfolio Strategy This Year [Financial Literacy, Financial Advisor & Wealth]
Are you underestimating the real impact of Donald Trump’s looming tariffs on your portfolio? With the August 1st deadline approaching fast, the uncertainty…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#192 | How Tariffs, Wars & Weak Leadership Are Rewiring Global Power Dynamics [Financial Literacy, Financial Advisor & Wealth]
Are you prepared for what global politics and economics are about to throw at you? In this episode, journalist and geopolitical analyst Diane Francis unpacks…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#191 | How Portfolio Managers Actually Make Wealth Decisions—And What You Can Learn From Them [Financial Literacy, Financial Advisor & Wealth]
Ever wonder how professional portfolio managers actually make wealth decisions on your behalf? In this episode, we sit down with Onno Rutten, portfolio manager…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#190 | How To Make Smarter Wealth Decisions by Thinking Like a Resources Portfolio Manager [Financial Literacy, Financial Advisor & Wealth]
Are your wealth decisions based on reality—or outdated assumptions? Most investors stick with traditional strategies like 60/40 portfolios or chase headlines…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#189 | Should You Invest in Music Royalties If You’re Seeking Stable Alternative Assets? [Financial Literacy, Financial Advisor & Wealth]
Have you ever considered music royalties as part of your investment portfolio? Most investors stick to the usual suspects—stocks, bonds, mutual funds—because…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#188 | Should You Add Music Royalties To Your Investment Strategy If You're Seeking Reliable Passive Income? [Financial Literacy, Financial Advisor & Wealth]
Are you really diversified — or just following outdated portfolio models? If you've never considered music royalties as part of your investment strategy…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#187 | Why Financial Advice Must Reach Underserved Communities Now [Financial Literacy, Financial Advisor & Wealth]
Who really gets access to good financial advice — and who’s left behind? Financial resilience shouldn't be a privilege. In this episode, we explore how…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix It [Financial Literacy, Financial Advisor & Wealth]
Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor [Financial Literacy, Financial Advisor & Wealth]
Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#184 | Why Working With a Financial Planning Consultant Can Transform Your Wealth Strategy [Financial Literacy, Financial Advisor & Wealth]
Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#183 | How Financial Planning Is Becoming a Profession — And Why Evidence-Based Advice Matters [Financial Literacy, Financial Advisor & Wealth]
Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#181 | 3 Signs You’re Misjudging Financial Planning Fundamentals & What It Means for Your Wealth Decisions [Financial Literacy, Financial Advisor & Wealth]
What if the most important wealth decision you ever make isn’t about what you invest in—but when and why? In this compelling episode, financial educator Jason…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#180 | How One Organization Is Making Financial Planning Accessible—And How You Can Help [Financial Literacy, Financial Advisor & Wealth]
Who gets real financial advice—and who gets left behind? In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#179 | How Carolyn Fallis Is Changing Wealth Decisions in Underserved Communities With Financial Planning [Financial Literacy, Financial Advisor & Wealth]
Are wealth decisions only for the wealthy? What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#178 | Think Wealth Comes From Investing? Why Networking Might Matter More [Financial Literacy, Financial Advisor & Wealth]
Is investing the best way to build wealth—or is there something more powerful? This week, we unpack a different perspective: how networking—not just…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#177 | How David Tsubouchi Built a Powerful Career Through Integrity-Driven Networking [Financial Literacy, Financial Advisor & Wealth]
Is your networking strategy helping—or quietly holding back—your wealth and purpose? In this episode, former cabinet minister and author David Tsubouchi…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#176 | What Most Investors Don’t Know About Adding Private Real Estate to Their Portfolios
Are you still thinking of real estate as only something you own physically? If so, you might be missing out on one of the most powerful—and underutilized—tools…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#175 | Why Private Real Estate Is a Game-Changer for Your Wealth Decisions [Financial Literacy, Financial Advisor & Wealth]
Are your investments actually working for you—or just following the herd? If you’ve ever dismissed private real estate or alternative investments as “too…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#174 | Can You Trust Your Financial Advisor? The Hidden Danger of Disinformation in Finance [Financial Literacy, Financial Advisor & Wealth]
Do you really know if your financial advisor is giving you facts—or just repeating lies they believe are true? In this episode, we break down the essential…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#173 | Why You’re Missing the Bigger Picture on Journalism & Disinformation—Steve Paikin Weighs In - Financial Literacy, Financial Advisors & Wealth
Is modern journalism helping or hurting your ability to make informed decisions? Legendary Canadian broadcaster Steve Paikin joins the conversation to explore…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#172 | Why Most Wealth Decisions Fail Without Historical Context—And How To Fix That [Financial Literacy, Financial Advisor & Wealth]
Do you base your investment decisions on today’s headlines — or centuries of history? If you’re making wealth decisions without reflecting on capital market…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#171 | Why You Need a Resilient Portfolio Strategy To Navigate Behavioral Bias in Finance - Financial Literacy, Financial Advisors & Wealth
Are your portfolios actually protecting clients—or just following outdated advice? Despite advancements in behavioral finance, most advisors still follow…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#170 | Stop Telling Rational Lies: The Real Reason Your Wealth Isn’t Growing - Financial Literacy, Financial Advisors & Wealth
Are your financial decisions really smart—or just emotionally comfortable? In this episode, we explore the surprising ways we deceive ourselves when it comes…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#169 | Why Your Ego Is Sabotaging Your Financial Decisions Without You Realizing It - Financial Literacy, Financial Advisors & Wealth
Are your financial decisions based on facts—or ego? In this hard-hitting conversation with Mark Robinson (a.k.a. The “Shitty Leadership Guide”), we unpack how…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#168 | Why You Should Consider Structured Products in Your Finance Strategy to Make Smarter Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Are you relying only on stocks and bonds to protect your portfolio? You might be missing a key piece. This episode explores why structured products are often…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#167 | Are You Missing Out on Structured Notes in Your Finance Plan? Here's What to Know - Financial Literacy, Financial Advisors & Wealth
Do you really understand structured notes—or are you missing out on one of finance’s most flexible tools? Structured notes have exploded in popularity, yet…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#166 | How Your Choice of Spouse Determines Your Wealth (And What To Do If It Falls Apart) - Financial Literacy, Financial Advisors & Wealth
Is marriage really a wealth decision — or just a romantic one? In today’s episode, you'll uncover the uncomfortable truth about how who you marry shapes your…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#165 | How Mediation Saves You From Financial Disaster in Divorce – According to a Veteran Expert - Financial Literacy, Financial Advisors & Wealth
What’s the real cost of divorce—emotionally and financially? If you’re married—or thinking about getting divorced—you might be missing the most important…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#164 | How To Level Up Your Financial Literacy By Rethinking Your Wealth Decisions - Financial Literacy, Financial Advisors & Wealth
Do you really know why you’re making the financial decisions you make? Whether you’re a financial advisor or someone trying to grow long-term wealth…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#163 | Finance Pros Can Make Better Wealth Decisions, Too - Financial Literacy, Financial Advisors & Wealth
Have you ever stopped to ask yourself why you’re making the financial decisions you are or whether they’re even yours to begin with? Most of us like to believe…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#162 | Are You Ignoring Insurance In Your Business Wealth Planning Strategy? - Financial Literacy, Financial Advisors & Wealth
Have you ever wondered how wealthy business owners legally grow their wealth without paying huge personal taxes? If you're a small business owner or…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#161 | Insurance Can Help Build Wealth - Financial Literacy, Financial Advisors & Wealth
What if your life insurance policy could double as a powerful, tax-advantaged investment tool without locking up your cash? If you're a business owner…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#160 | How Could New U.S. Tariffs Could Reshape Your Investment Strategy? - Financial Literacy, Financial Advisors & Wealth
What if the world's largest economy just rewrote the rules of global trade overnight would your investments survive the fallout? Whether you're a seasoned…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#159 | How will Trump's Tariff's Affect Your Finances? - Financial Literacy, Financial Advisors & Wealth
Are tariffs the start of a trade war or a signal that the global economy as we know it is fracturing? If you're trying to make smart wealth decisions right…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#158 | Navigating Financial Blind Spots To Improve Decision Making - Financial Literacy, Financial Advisors & Wealth
Did you know that financial advisors rely on a specialized press to stay ahead of industry changes and provide the best advice to their clients? While much…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#157 | How the Financial Press Can Guide You Towards Smarter Wealth Decisions & Investments - Financial Literacy, Financial Advisors & Wealth
Ever wonder who decides which financial headlines you see and which ones you don’t? If you're relying on financial media to stay informed, you might be getting…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#156 | How The Best Advisors Up Their Game By Working With Consultants - Financial Literacy, Financial Advisors & Wealth
Who teaches the financial advisors giving you advice? Have you ever wondered how they stay ahead in an ever-changing financial landscape? Financial advisors…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#155 | How Do Consultants Help People To Make Better Wealth Decisions? - Financial Literacy, Financial Advisors & Wealth
Have you ever wondered how your social circles and online communities influence your financial decisions—without you even realizing it? In a world where…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth
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…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth
What if your investments could do more than just make money—what if they could also shape the kind of world you want to live in? Many investors struggle with…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#152 | Why You Absolutely Need Hard Assets To Improve Risk-Adjusted Returns With The New Reality of Investing
Are you prepared for the new economic reality, or are you still making investment decisions based on a world that no longer exists? For over 40 years…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#151 | Why Traditional Investing Strategies May Fail in Today’s Inflationary Era
Have you adjusted your portfolio for the new inflationary reality we’re living in? Are you still investing as if the last 40 years of low inflation and…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#150 | Manage Your Risk Immediately : Financial Literacy, Financial Advisors & Wealth
Are you still investing as if the world hasn’t changed? With inflation, geopolitical instability, and de-globalization shaping the markets, your portfolio…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#149 | How Return Stacking Can Help You Reduce Risk & Maximize Returns : Financial Literacy, Financial Advisors & Wealth
Are you truly diversified, or is your portfolio just giving you the illusion of security? Many investors believe a traditional 60/40 portfolio is enough to…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#148 | Could Trump Tariffs Destroy Your Portfolio? What You Need To Consider : Wealth, Financial Literacy & Financial Advisors
Are you unknowingly walking into one of the riskiest market conditions in decades? With sky-high valuations and looming trade wars, what does the future hold…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#147 | Why Unconscious Optimism Threatens Your Wealth, Are You At Risk? : Wealth, Financial Literacy & Financial Advisors
Are you prepared for a potential market downturn, or are you unknowingly walking into a financial trap? Many investors assume the market will always recover…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#146 | Cash Flow Factors That Are Keeping You Stressed & Limiting Your Wealth : Wealth, Financial Literacy & Financial Advisors
How confident are you in managing your cash flow, and are you making the best financial decisions for your future? Many people struggle to distinguish between…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#145 | How managing cash flow can increase your wealth : Financial Literacy, Financial Advisors & Wealth
Have you ever felt like no matter how much you budget, you still end up short at the end of the month? What if the problem isn’t budgeting—but a completely…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#144 | Are Your Financial Advisors Making Costly Mistakes That Hurt You? : Financial Literacy, Financial Advisors & Wealth
Are financial advisors really looking out for your best interests, or are they unknowingly steering you in the wrong direction? Many investors trust financial…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#143 | Uncovering The Surprising Truth About Passive Investing Today : Financial Literacy, Financial Advisors & Wealth
Are financial advisors resisting evidence-based investing? If passive investing consistently outperforms active strategies, why does the industry still cling…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#142 | Reasons Why Canada Could Be In A Recession In 2025 : Financial Literacy, Financial Advisors & Wealth
What if I told you the next big recession might not only be inevitable—but deliberate? Are you financially prepared to navigate the chaos? Recessions affect…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#141 | Expert Analysis Reveals Likelihood of 2025 Recession : Financial Literacy, Financial Advisors & Wealth
Are we heading into a recession in 2025, or is the U.S. economy set to defy the odds yet again? Find out what the data reveals and how it could impact your…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#140 | Should You Be Fearful About Current Stock Market Valuations? : Financial Literacy, Financial Advisors & Wealth
Have you ever wondered if the soaring stock market is actually setting your retirement portfolio up for failure? Right now, global stocks—especially in the…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#139 | Are You Ignoring the Bubble Warnings in the Stock Market?
Are we in a stock market bubble again? With markets at all-time highs and stretched valuations in 2024-2025, could you be unknowingly taking on more risk than…
Your Wealthy Retirement: Reduce Risk & Grow Your Wealth With A Pension Styled Approach When New To Retirement#138 | Have A Process For Managing Wealth - Make Better Wealth Decisions : Financial Literacy, Financial Advisors & Wealth
Do you ever feel overwhelmed by the endless advice on how to invest your money, wondering if there’s a “right” way to make wealth decisions? In today’s complex…