พอดคาสท์ A Advisor ชั้นนำ (2025)

1
#150 | Manage Your Risk Immediately : Financial Literacy, Financial Advisors & Wealth 4:50

3d ago4:50

4:50

Are you still investing as if the world hasn’t changed? With inflation, geopolitical instability, and de-globalization shaping the markets, your portfolio could be at serious risk. The investing playbook that worked for decades is no longer reliable. Bonds may not provide the safety they once did, stocks face new headwinds, and global trade is shif…

1
#149 | How Return Stacking Can Help You Reduce Risk & Maximize Returns : Financial Literacy, Financial Advisors & Wealth 27:31

7d ago27:31

27:31

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 weather market volatility—but history tells a different story. With inflation shocks, lost decades, and unexpected market downturns, investors need a smarter way to protect and grow their wealth…

1
EP #11: The Essential Hub for M&A Transactions: Understanding Data Rooms 18:12

7d ago18:12

18:12

Discover the essential role of data rooms in the world of mergers and acquisitions in our latest episode. As we unpack the intricacies involved in organizing, securing, and managing crucial documents, you'll learn firsthand why a well-structured data room can significantly impact the efficiency of M&A transactions. Join us as we share vital tips an…

1
#148 | Could Trump Tariffs Destroy Your Portfolio? What You Need To Consider : Wealth, Financial Literacy & Financial Advisors 5:28

9d ago5:28

5:28

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 for your investments? Investors have been fixated on market valuations, but do they really tell you when to buy or sell? And with a potential global tariff war on the horizon, how will these e…

1
Tariffs and Your Investments: What You Need to Know 23:18

14d ago23:18

23:18

It’s been a busy six weeks to start 2025 but few things have gotten the attention of investors as tariffs. The opinions about the effectiveness of tariffs are wide-ranging so we’re going to take both sides of the argument today on our roundtable discussion. Ron Wyatt, CFP®, CIMA®, CPWA® takes the role of pro-tariff while Nick Lewandowski, CFA®, CFP…

1
#147 | Why Unconscious Optimism Threatens Your Wealth, Are You At Risk? : Wealth, Financial Literacy & Financial Advisors 28:16

14d ago28:16

28:16

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 quickly, but history tells a different story. What if the next crash isn’t followed by a fast rebound, but a decade or more of stagnation? In this episode, financial expert and former chief inv…

1
#146 | Cash Flow Factors That Are Keeping You Stressed & Limiting Your Wealth : Wealth, Financial Literacy & Financial Advisors 3:17

17d ago3:17

3:17

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 budgeting and cash flow management, leading to financial stress and poor savings habits. Instead of tracking every penny, a smarter approach focuses on aligning income and expenses to create …

1
#145 | How managing cash flow can increase your wealth : Financial Literacy, Financial Advisors & Wealth 29:51

21d ago29:51

29:51

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 different way of managing your cash flow? Most people believe budgeting is the key to financial success, but according to cash flow expert Stephanie Holmes Winton, traditional budgeting is outda…

1
#144 | Are Your Financial Advisors Making Costly Mistakes That Hurt You? : Financial Literacy, Financial Advisors & Wealth 6:41

24d ago6:41

6:41

Are financial advisors really looking out for your best interests, or are they unknowingly steering you in the wrong direction? Many investors trust financial advisors to guide them toward smart money decisions, but what if those advisors are operating under false beliefs? This episode dives into how biases, misinformation, and industry pressure sh…

1
#143 | Uncovering The Surprising Truth About Passive Investing Today : Financial Literacy, Financial Advisors & Wealth 25:50

27d ago25:50

25:50

Are financial advisors resisting evidence-based investing? If passive investing consistently outperforms active strategies, why does the industry still cling to outdated models? Many investors are waking up to the reality that high-cost active management often underperforms low-cost passive investing. Yet, many advisors continue recommending active…

1
Building Wealth with Wyze Direct: Our Proprietary Stock Strategy 36:18

28d ago36:18

36:18

When you work with Wyze Wealth Advisors, you get access to our proprietary stock strategy that we’ve managed in-house for over a decade. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to unpack the philosophy and mechanics behind Wyze Design Direct. Discover the driving factors behind higher expected returns, inclu…

1
#142 | Reasons Why Canada Could Be In A Recession In 2025 : Financial Literacy, Financial Advisors & Wealth 7:32

1M ago7:32

7:32

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 everything—from your investment portfolio to the cost of everyday goods. With the looming threat of U.S.-imposed tariffs and global economic shifts, understanding how these factors play into Ca…

1
EP #10: Strategic Insights for Selling Your Business 19:01

1M ago19:01

19:01

Unlock the secrets of successfully selling your business with insights straight from the trenches of mergers and acquisitions. Ever wondered how to find a buyer who truly respects your company’s culture and values? This episode promises to equip you with the essential knowledge to safeguard your business's legacy and protect your employees. We navi…

1
#141 | Expert Analysis Reveals Likelihood of 2025 Recession : Financial Literacy, Financial Advisors & Wealth 29:18

1M ago29:18

29:18

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 wealth decisions. With economic forecasts for 2025 showing both optimism and caution, it's critical to understand how potential trends—like a soft landing, consumer resilience, and AI-driven pro…

1
#140 | Should You Be Fearful About Current Stock Market Valuations? : Financial Literacy, Financial Advisors & Wealth 6:00

1M ago6:00

6:00

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 U.S.—are trading at historically high valuations. This means increased risks for investors, particularly retirees, who may face a financial shortfall if markets correct. Understanding these risk…

1
#139 | Are You Ignoring the Bubble Warnings in the Stock Market? 23:28

1M ago23:28

23:28

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 you should? This episode dives into how the current market landscape, fuelled by AI optimism and inflated valuations, mirrors past speculative bubbles. Learn how this affects your portfolio a…

1
#138 | Have A Process For Managing Wealth - Make Better Wealth Decisions : Financial Literacy, Financial Advisors & Wealth 5:41

1M ago5:41

5:41

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 financial landscape, many investors struggle to separate good advice from noise, leading to inconsistent strategies and missed opportunities. This episode breaks down how a disciplined and c…

1
Bonds May Be Riskier Than You Think 28:54

2M ago28:54

28:54

As people approach retirement, they look for more conservative investment options since safety typically becomes the priority over growth. While there are multiple ways to achieve that outcome, the choice that many retirees and pre-retirees navigate toward for safety is bonds. But bonds may be riskier than you think and today we’re going to break d…

1
#137 | How does a top portfolio manager make wealth decisions? : Financial Literacy, Financial Advisors & Wealth 23:20

2M ago23:20

23:20

"Ever wondered what it takes to make smarter, more confident wealth decisions like a top-tier Canadian portfolio manager? Discover the strategies that separate successful investors from the rest!" Making informed investment decisions can feel overwhelming, especially when balancing risk, return, and diversification. This episode dives into the deci…

1
#136 | Be aware of bullshift from media and financial advisors : Financial Literacy, Financial Advisors & Wealth 7:13

2M ago7:13

7:13

Do you trust the financial advice you receive? What if hidden biases in the media and financial industry were shaping your investment decisions—without you even realizing it? Many investors assume the recommendations they see in financial media and from advisors are completely independent. However, behind the scenes, advertising dollars and firm re…

1
Ep. 135 - How Financial Media’s Obsession With Optimism Might Be Sabotaging Your Investments : Financial Literacy, Financial Advisors & Wealth 24:55

2M ago24:55

24:55

Have you ever wondered if the relentless optimism in financial advice is steering you wrong—and costing you big money in the long run? In this episode, we dive into the hidden forces driving the financial industry's obsession with optimism. From the media's messaging to advisors' sales tactics, discover how this bias might be putting your portfolio…

1
Ep. 134 - How Pension Plans Achieve Better Returns With Less Risk and How You Can Too : Financial Literacy, Financial Advisors & Wealth 7:09

2M ago7:09

7:09

What if rethinking your investment strategy could lower your risk while maintaining or even increasing your returns? Many investors rely solely on conventional stocks and bonds, unaware of the opportunities alternative investments offer. This episode explores how adopting a total portfolio approach—similar to the strategies used by leading pension …

1
An Investment Framework That Takes Guessing & Predicting Out of the Equation 19:48

2M ago19:48

19:48

In a world where market volatility and economic uncertainty are always present, finding a reliable investment strategy has become as important as ever. That’s where our ‘All-Season Framework’ comes into play, and it’s something we’ve developed to help investors navigate all types of economic conditions. In this episode, we’ll have another roundtabl…

1
Ep. 133 - Why the Total Portfolio Approach Could Be the Key to Better Risk-Adjusted Returns : Financial Literacy, Financial Advisors & Wealth 27:26

2M ago27:26

27:26

Did you know there’s a lesser-known investment strategy used by top institutions that could significantly improve your portfolio’s risk-adjusted returns? It’s called the Total Portfolio Approach (TPA), and it might change the way you think about investing forever. If you’re relying on traditional portfolio models like the endowment model or modern …

1
Ep. 132 - Why Blindly Trusting Financial Advice Could Be Your Biggest Money Mistake : Financial Literacy, Financial Advisors & Wealth 7:13

2M ago7:13

7:13

What if the financial advice you’re trusting isn’t setting you up for success—simply because you don’t know the right questions to ask? Financial literacy is the cornerstone of making informed decisions about your money. Whether you’re investing in mutual funds, planning for retirement, or choosing between an RRSP and TFSA, understanding the basics…

1
Ep. 131 - Stop Trusting Financial Advisors Without Asking These Questions First : Financial Literacy, Financial Advisors & Wealth 30:51

2M ago30:51

30:51

Are you unknowingly making financial decisions that benefit the industry more than they benefit you? Discover how to spot systemic blind spots in financial services and protect yourself from common pitfalls. Many people struggle to make informed wealth decisions due to unclear advice, industry complexity, and systemic bias. This episode delves into…

1
Ep. 130 - The Secret to Building Wealth That Truly Aligns With Your Ambitions : Financial Literacy, Financial Advisors & Wealth 6:20

2M ago6:20

6:20

Are you making wealth decisions that align with your unique dreams, or are you stuck following a one-size-fits-all path? Whether you’re pursuing steady career growth or considering an entrepreneurial leap, your financial and career choices have a profound impact on your long-term success. This episode explores how to make better wealth decisions by…

1
Ep. 129 - How Christopher Schlierman Built Wealth From Humble Beginnings to Thriving Businesses : Financial Literacy, Financial Advisors & Wealth 21:01

3M ago21:01

21:01

Have you ever wondered how someone can rise from government-subsidized housing to building multiple thriving businesses? In this episode of Make Better Wealth Decisions, we dive into the journey of Christopher Schlierman, an entrepreneur and sought-after consultant. From his humble beginnings in Santa Monica to becoming a business strategist for pr…

1
Ep. 128 - How Outdated Financial Advice Could Be Hurting Your Investments and What to Do About It : Financial Literacy, Financial Advisors & Wealth 4:04

3M ago4:04

4:04

Have you ever wondered who’s educating the financial advisor responsible for your investments and life savings? In a constantly changing financial landscape, outdated advice can lead to costly mistakes. From tax law updates to innovative wealth-building strategies, ensuring your financial advisor is well-informed is critical to your success. This e…

1
Ep. 127 - How to Ensure Your Advisor’s Recommendations Align With Your Goals and Minimize Risk : Financial Literacy, Financial Advisors & Wealth 27:05

3M ago27:05

27:05

What’s really happening behind the scenes when your financial advisor makes recommendations? Are they fully educated on the products they’re selling, or are blind spots putting your portfolio at risk? Many investors focus on their own education to make better decisions, but how often do we think about the education advisors need to give sound advic…

1
Ep. 126 - Why Your Deepest Values Should Be the Foundation of Your Financial Plan : Financial Literacy, Financial Advisors & Wealth 4:04

3M ago4:04

4:04

Are your financial goals just numbers on a page, or are they truly aligned with the life you want to live? In this episode, we uncover how shifting your focus from dollar amounts to life goals can dramatically improve your financial decisions. With insights from behavioural economics expert Meir Statman, you'll discover why your deepest values—not …

1
Ep. 125 - The Secret Connection Between Your Money and Your Happiness : Financial Literacy, Financial Advisors & Wealth 27:32

3M ago27:32

27:32

Are you using your money as a tool to truly live your best life—or are financial blind spots holding you back? This episode dives into behavioural economics with Mayor Statman, a pioneer in the field, to uncover why financial decision-making isn’t just about numbers. Learn how aligning your wealth with your well-being can transform your life. In th…

1
3 Year-End Tax Planning Strategies Worth Reviewing 18:32

3M ago18:32

18:32

As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health. Here’s what we cover in th…

1
Ep. 124 - Why Cognitive Biases Could Be Sabotaging Your Portfolio and How to Fix It : Financial Literacy, Financial Advisors & Wealth 5:37

3M ago5:37

5:37

Are you confident your investment decisions are built to withstand market uncertainty and potential bubbles like the AI craze? This episode dives into rational decision-making under uncertainty, exploring how cognitive biases and overconfidence can derail even the most experienced investors. With insights into portfolio management strategies and th…

1
Ep. 123 - How Political Shifts Shape the Market And How to Stay Ahead : Financial Literacy, Financial Advisors & Wealth 25:25

3M ago25:25

25:25

Have you ever wondered how election outcomes impact your investments and the economy—and what you can do to stay ahead of the curve? In this episode of Make Better Wealth Decisions, host John De Goey sits down with Chris McHaney, Vice President at Global X ETFs, to break down the aftermath of the recent U.S. election. If you’re concerned about how …

1
Ep. 122 - Is the Market Headed for a Lost Decade? Here’s What You Need to Know : Financial Literacy, Financial Advisors & Wealth 4:28

3M ago4:28

4:28

What if the next decade of investing yields no returns—how would that impact your financial future? With market valuations at historical highs and growing concerns about a "lost decade," understanding how to navigate potential stagnation is critical for investors. This episode explores actionable strategies to safeguard your wealth and maximize ret…

1
EP #9: Unlocking Success in Roofing M&A: Strategic Acquisitions and Smooth Transitions 19:05

3M ago19:05

19:05

Unlock the secrets of roofing industry acquisitions with the South Florida M&A Advisors Podcast! Ever wondered why larger companies are snapping up smaller, locally recognized roofing firms like Earl Johnston Roofing? Join our host, Russell Cohen, as he explores the strategic mindset of add-on acquisitions. We delve into the personal motivations be…

1
Ep. 121 - Why Your Retirement Plan Might Be a Ticking Time Bomb And How to Defuse It : Financial Literacy, Financial Advisors & Wealth 24:45

3M ago24:45

24:45

Are you making dangerous assumptions about your retirement plan that could leave you short when it matters most? Many people believe they're on track for retirement, but startling statistics show that most Americans are woefully underprepared. This episode dives into the harsh realities of retirement savings, government entitlements, and how market…

1
A Look Inside Our Investment Planning Process 23:50

3M ago23:50

23:50

Investment planning is not just about picking stocks or bonds; it's about creating a roadmap that aligns with your broader financial and retirement goals. This is one of the pillars of the retirement planning process at Wyze Wealth Advisors and today we’re going to break down our unique approach to investment planning. Ryan is joined again by Ron W…

1
Ep. 120 - The Hidden Influence of AI on Financial Markets Are You Prepared? : Financial Literacy, Financial Advisors & Wealth 2:46

4M ago2:46

2:46

With AI’s powerful entry into the financial world, many investors are re-evaluating their strategies to stay ahead of trends and avoid the herd mentality. Whether you're cautious or curious about AI's role in finance, understanding its impact could be the key to smarter investment decisions and capturing new opportunities. In this episode, you’ll l…

1
Ep. 119 - The Future of Investing: How AI Is Revolutionizing Wealth Management : Financial Literacy, Financial Advisors & Wealth 28:07

4M ago28:07

28:07

Are you tired of feeling like you’re in the dark when it comes to making smarter investment choices? If you're frustrated with the confusing world of Wall Street or feel like traditional investment advice just doesn’t cut it, this episode is for you. We’re diving into the world of artificial intelligence with George Kailas, CEO of Prospero.ai, to r…

1
Ep. 118 - Stop Overpaying Taxes — Here’s What Smart Investors Do Differently : Financial Literacy, Financial Advisors & Wealth 3:31

4M ago3:31

3:31

Are you looking to make the most of your investments while keeping your tax bill as low as possible? Many investors are unaware of tax-saving opportunities and often miss out on valuable deductions. In this episode, we explore how strategies like investing in flow-through shares and limited partnerships can offer significant tax relief, even if you…

1
ETFs vs. Mutual Funds: What's The Difference? 24:28

4M ago24:28

24:28

When it comes to investing, mutual funds and ETFs are two of the more popular options people will choose from. But which is better, and does it really matter? Today Ryan will host a roundtable discussion with Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to answer some of the most common questions…

1
Ep. 117 - How Flow-Through Shares Can Save You Thousands on Taxes Each Year : Financial Literacy, Financial Advisors & Wealth 21:27

4M ago21:27

21:27

Are flow-through shares the smart investment choice that could be saving you thousands on taxes each year? For investors focused on lowering tax burdens while exploring charitable giving options, flow-through shares present a unique opportunity. This episode of Make Better Wealth Decisions dives into how flow-through shares work, why they offer adv…

1
Ep. 116 - Are Your Financial Strategies Outdated? How to Build Wealth Smarter : Financial Literacy, Financial Advisors & Wealth 5:01

4M ago5:01

5:01

Are outdated financial strategies and advisor biases holding you back from reaching your wealth potential? Many investors today face the challenge of navigating a financial industry that still promotes high-cost, actively managed funds over more effective, evidence-based investment strategies. In this episode, we dive into how you can avoid these p…

1
Ep. 115 - The Hidden Forces Driving Your Investment Choices And How to Stay Ahead : Financial Literacy, Financial Advisors & Wealth 26:20

4M ago26:20

26:20

Are you investing with confidence, or could your advisor's hidden motivations be impacting your returns? With evolving trends in mutual funds and ETFs, many investors are questioning how financial advisors' incentives may affect the guidance they receive. In this episode, we delve into the complexities of advisor motivations, fund flows, and the fu…

1
Ep. 114 - Wealth Experts Agree on ONE Thing for Eldercare Decisions : Financial Literacy, Financial Advisors & Wealth 5:20

4M ago5:20

5:20

Are you prepared to navigate the financial and emotional complexities of eldercare for a loved one? As people live longer, families increasingly face tough choices around eldercare, often without sufficient planning or clarity. In this episode, you’ll learn essential steps to manage eldercare costs, protect family dynamics, and preserve your loved …

1
Ep. 113 - The Seniors' Guide to Wealth Management Success : Financial Literacy, Financial Advisors & Wealth 27:49

4M ago27:49

27:49

Are you financially prepared for the rising costs of elder care? What happens when your loved ones need full-time care but no plan is in place? In this episode of Make Better Wealth Decisions, we dive into a critical topic many overlook—preparing for the financial and logistical challenges of elder care. With the growing aging population, families …

1
Ep. 112 - Financial Planning the Secret to Making SMART Wealth Decisions! : Financial Literacy, Financial Advisors & Wealth 4:48

5M ago4:48

4:48

Are you confident that your financial decisions are setting you up for long-term success, or are you missing crucial blind spots that could harm your wealth? Many people think financial planning is just about investments, but in reality, it involves so much more—like tax strategies, insurance, and family dynamics. This episode explores the comprehe…

1
Everything You Need to Know About the Roth IRA 25:13

5M ago25:13

25:13

Retirement planning is all about finding the right tools to help you save money effectively and efficiently, which is why tax planning needs to be a part of your planning process. One of the tools that you can leverage to help you grow your nest egg without having a tax time bomb waiting for you in retirement is the Roth IRA. Today we’re going to b…

พอดคาสต์ที่ควรค่าแก่การฟัง

A Advisor พอดคาสต์

พอดคาสต์ที่ควรค่าแก่การฟัง

คู่มืออ้างอิงด่วน