พอดคาสท์ A Advisor ชั้นนำ (2025)

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Gold: Something You Wear Or Invest In? 31:11

24h ago31:11

31:11

When markets shake and headlines scream uncertainty, many investors begin eyeing “safe haven” assets, and gold is often top of the list. But is it actually a smart place to put your money, or is it just a shiny distraction? In this episode, Ryan, Ron and Nick unpack the real story behind gold’s rising popularity and long-standing myths. Before jump…

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#171 | Why You Need a Resilient Portfolio Strategy To Navigate Behavioral Bias in Finance - Financial Literacy, Financial Advisors & Wealth 26:00

1d ago26:00

26:00

Are your portfolios actually protecting clients—or just following outdated advice?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

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#170 | Stop Telling Rational Lies: The Real Reason Your Wealth Isn’t Growing - Financial Literacy, Financial Advisors & Wealth 3:48

5d ago3:48

3:48

Are your financial decisions really smart—or just emotionally comfortable? In this episode, we explore the surprising ways we deceive ourselves when it comes to money, investing, and decision-making. Inspired by a conversation with author Mark Robinson, we dive deep into the psychology behind self-sabotage in wealth-building. You’ll learn: Why over…

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#169 | Why Your Ego Is Sabotaging Your Financial Decisions Without You Realizing It - Financial Literacy, Financial Advisors & Wealth 26:11

9d ago26:11

26:11

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 our self-deception, optimism bias, and avoidance of uncomfortable truths undermine our ability to lead, invest, and grow wisely. Whether you're a financial advisor, business leader, or just s…

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#168 | Why You Should Consider Structured Products in Your Finance Strategy to Make Smarter Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 4:59

12d ago4:59

4:59

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 overlooked in traditional finance—and how they can play a pivotal role in helping you make better wealth decisions. Whether you're managing risk or aiming for long-term financial stability, th…

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Index Annuities Unmasked - Good Deal or Bad Advice? 29:55

15d ago29:55

29:55

Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to explain how indexed annuities actually work, how they’re marketed, and why the numbers tell a very different story. You’ll learn about caps, buffers, fees,…

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#167 | Are You Missing Out on Structured Notes in Your Finance Plan? Here's What to Know - Financial Literacy, Financial Advisors & Wealth 15:14

16d ago15:14

15:14

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 remain misunderstood by many investors. This episode breaks down how they work, why they’re so adaptable, and how they help balance risk and return in volatile markets. In this conversation with…

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#166 | How Your Choice of Spouse Determines Your Wealth (And What To Do If It Falls Apart) - Financial Literacy, Financial Advisors & Wealth 4:49

19d ago4:49

4:49

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 financial future — and why using a mediator, not a courtroom, is critical if things go wrong. If you’ve never thought about marriage as one of your biggest wealth decisions, you’re not alone —…

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#165 | How Mediation Saves You From Financial Disaster in Divorce – According to a Veteran Expert - Financial Literacy, Financial Advisors & Wealth 25:02

23d ago25:02

25:02

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 financial decision of your life: how you exit the relationship. This episode dives deep into how mediation can protect your wealth and minimize emotional chaos, especially when marriage ends. It’s…

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#164 | How To Level Up Your Financial Literacy By Rethinking Your Wealth Decisions - Financial Literacy, Financial Advisors & Wealth 3:52

26d ago3:52

3:52

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, understanding how you make decisions is just as important as the decisions themselves. In this thought-provoking episode, host John De Goey sits down with global finance executive Warren Collier to un…

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Volatility Alert - Tariffs, Bear Markets, and Your Investments Explained 36:23

29d ago36:23

36:23

Markets are bouncing, headlines are loud, and many investors are wondering how much more volatility is coming. In this episode, Ryan, Ron and Nick explain what’s driving the latest market volatility, specifically the renewed wave of aggressive tariffs, and how investors can respond without falling into reaction mode. Here’s what we cover in this ep…

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#163 | Finance Pros Can Make Better Wealth Decisions, Too - Financial Literacy, Financial Advisors & Wealth 27:45

30d ago27:45

27:45

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 we’re rational investors, but the truth is, 90–95% of our daily decisions are made unconsciously shaped by hidden patterns, personal history, and emotional biases. In a world of rising rates…

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#162 | Are You Ignoring Insurance In Your Business Wealth Planning Strategy? - Financial Literacy, Financial Advisors & Wealth 3:38

1M ago3:38

3:38

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 incorporated professional, you’ve likely been told to invest or save but rarely to use insurance as a strategic financial tool. This episode dives into a powerful, often-overlooked method that could he…

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#161 | Insurance Can Help Build Wealth - Financial Literacy, Financial Advisors & Wealth 27:39

1M ago27:39

27:39

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, investor, or high-income earner sitting on idle cash or looking for smarter ways to preserve wealth and create optionality, this episode will show you how a properly designed whole life insurance po…

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#160 | How Could New U.S. Tariffs Could Reshape Your Investment Strategy? - Financial Literacy, Financial Advisors & Wealth 5:38

1M ago5:38

5:38

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 investor or just trying to protect your savings, the sudden imposition of sweeping U.S. tariffs has triggered a seismic shift in global markets, alliances, and economic stability directly impacti…

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Hourly vs. Ongoing - Which Financial Planning Model is Right for You 40:34

1M ago40:34

40:34

When you’re searching for a financial advisor, one of the biggest decisions you’ll face is what type of relationship you want to have with them. Ryan, Ron, and Nick break down the key differences between two popular models: the hourly or flat-fee planning model versus the ongoing, comprehensive advisory model. By understanding the differences betwe…

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#159 | How will Trump's Tariff's Affect Your Finances? - Financial Literacy, Financial Advisors & Wealth 32:51

1M ago32:51

32:51

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 now, you must understand how the new U.S. tariffs especially those hitting Canada could radically reshape everything from your portfolio’s performance to global currency values. This episode unp…

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#158 | Navigating Financial Blind Spots To Improve Decision Making - Financial Literacy, Financial Advisors & Wealth 4:09

2M ago4:09

4:09

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 focus is placed on consumer financial literacy, there’s an equally important side to the equation how advisors educate themselves to make better wealth decisions on your behalf. With shifting ma…

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#157 | How the Financial Press Can Guide You Towards Smarter Wealth Decisions & Investments - Financial Literacy, Financial Advisors & Wealth 28:34

2M ago28:34

28:34

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 only part of the picture. This episode dives deep into how trade media and consumer media shape your view of markets, regulations, and risk and why understanding who they're speaking to matt…

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#156 | How The Best Advisors Up Their Game By Working With Consultants - Financial Literacy, Financial Advisors & Wealth 4:10

2M ago4:10

4:10

Who teaches the financial advisors giving you advice? Have you ever wondered how they stay ahead in an ever-changing financial landscape? Financial advisors help clients navigate complex financial decisions, but they don’t do it alone. Behind the scenes, financial consultants provide crucial insights, helping advisors refine their strategies, solve…

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Quantifying the Value Add of a Competent Financial Advisor 41:04

2M ago41:04

41:04

Is hiring a financial advisor really worth it, or can you manage your investments on your own? Many DIY investors feel confident in their abilities, but are they overlooking anything? In this episode, Ryan is joined by Ron and Nick to break down the real value of a competent financial advisor and the misconceptions about their role. Here’s what we …

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#155 | How Do Consultants Help People To Make Better Wealth Decisions? - Financial Literacy, Financial Advisors & Wealth 24:18

2M ago24:18

24:18

Have you ever wondered how your social circles and online communities influence your financial decisions—without you even realizing it? In a world where personal connections are shifting post-COVID, many investors are unknowingly making decisions based on advice from online communities rather than trusted financial experts. This episode dives into …

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#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth 5:23

2M ago5:23

5:23

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 expl…

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#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth 27:34

2M ago27:34

27:34

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 aligning their portfolios with their personal values, especially in a world of financial uncertainty, global tensions, and rising economic instability. This episode dives into how you can bala…

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#152 | Why You Absolutely Need Hard Assets To Improve Risk-Adjusted Returns With The New Reality of Investing 6:29

2M ago6:29

6:29

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, investors have benefited from falling interest rates, globalization, and economic tailwinds. But now, with rising geopolitical tensions, persistent inflation, and a shift in market dynamics, the game…

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10-Year Market Outlook: Will Your Portfolio Thrive or Dive? 36:02

2M ago36:02

36:02

Successful investing is often achieved by keeping a long-term view and building strategies that match that time horizon. As we look ahead at the decade to come, is your portfolio in a position to thrive or dive? In this video, Ryan is joined again by Ron and Nick to talk about expected returns over the next 10 years and how we evaluate different as…

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#151 | Why Traditional Investing Strategies May Fail in Today’s Inflationary Era 26:11

2M ago26:11

26:11

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 globalization haven’t changed? Inflation isn’t going away anytime soon. Rising global tensions, reshoring, AI investments, and increased defence spending are reshaping the economic landscape. In thi…

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

2M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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 …

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

4M 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…

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

4M 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…

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

4M 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…

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

4M 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…

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

4M 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…

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Bonds May Be Riskier Than You Think 28:54

4M 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…

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

4M 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…

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

4M 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…

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

4M 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…

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

4M 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 …

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

4M 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…

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A Advisor พอดคาสต์

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