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

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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Biscuits & Jam

1
The War and Treaty Are Getting Carried Away 46:55

منذ 5 أيام46:55

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إعجاب

احب

46:55

The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

منذ عام واحد 7:09

MP3•منزل الحلقة

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 plans—can help you diversify your assets, reduce risk, and achieve better financial outcomes.

In this episode, you will:

1) Discover how alternative investments like infrastructure and real estate can improve portfolio stability and risk-adjusted returns.

2) Learn why traditional strategies may be incomplete and how a pension-style approach can transform your investment strategy.

3) Gain practical insights into integrating alternatives prudently to optimize your portfolio.

Tune in to this episode and uncover the strategies top pension plans use to achieve superior investment results—you won’t want to miss these insights!

94 حلقات

#Wealth Management

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

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

published منذ عام واحد

MP3•منزل الحلقة

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.

In this episode, you will:

1) Discover how alternative investments like infrastructure and real estate can improve portfolio stability and risk-adjusted returns.

2) Learn why traditional strategies may be incomplete and how a pension-style approach can transform your investment strategy.

3) Gain practical insights into integrating alternatives prudently to optimize your portfolio.

Tune in to this episode and uncover the strategies top pension plans use to achieve superior investment results—you won’t want to miss these insights!

94 حلقات

#Wealth Management

كل الحلقات

1
#151 | A CEO Sounds Off On The Need For Hard Assets 26:11

منذ 3 أيام26:11

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 this episode, we explore how these shifts impact your investments and why traditional asset allocation strategies may no longer work in this new era. In this episode, you will: 1) Discover why inflation is likely to remain high for the next decade and what that means for your portfolio. 2) Learn how hard assets like real estate and commodities can serve as a hedge in this environment. 3) Understand the psychological traps that investors fall into—and how to make better wealth decisions despite market uncertainty. Don’t let outdated investment strategies erode your wealth—listen now to hear expert insights on positioning your portfolio for the decade ahead!…

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

منذ 6 أيام4:50

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 shifting. To protect and grow your wealth, you need to rethink your approach now—before it's too late. In this episode, you’ll learn: ✅ Why the 40-year bond bull market is over—and what that means for your portfolio. ✅ How global conflicts and economic shifts are reshaping investment risks and opportunities. ✅ What asset classes and strategies can help safeguard your wealth in this new financial landscape. Don’t let outdated strategies put your investments at risk—hit play now and learn how to adapt to the new market reality! 🎧📈…

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

منذ 10 أيام27:31

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. Enter return stacking—a strategy that helps you maximize diversification without sacrificing returns. In this episode, you will: 1) Discover how return stacking works and why it's gaining traction among top investors. 2) Learn how adding certain "risky" assets can actually reduce your portfolio's overall risk. 3) Find out the biggest mistakes investors make with diversification—and how to avoid them. Don't leave your portfolio exposed—press play now to uncover the smarter way to build lasting wealth!…

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

منذ 12 يومًا5:28

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 economic shifts impact your wealth, job security, and cost of living? If you're not thinking about these factors now, you could be setting yourself up for years of financial stagnation. In this episode, you’ll discover: ✔️ Why high market valuations are a terrible tool for timing your investments—what you should focus on instead. ✔️ How the upcoming global tariff war could slash your standard of living, job security, and purchasing power. ✔️ The critical steps you must take now to protect your wealth before the market reacts. Don't wait until it's too late—listen now to understand how these financial shifts could impact your future and what you need to do to stay ahead. 🚀…

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

منذ 17 يومًا28:16

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 investment strategist Tom Citron reveals why today’s market valuations mirror the dot-com bubble and 1929 crash, and what that could mean for your investments. In this episode, you will: 1) Understand why traditional valuation models are flashing red and what that means for long-term returns. 2) Learn how investor psychology can be your greatest asset—or your worst enemy—during a financial downturn. 3) Discover the simple, unglamorous strategy that protects your wealth no matter what happens in the markets. Don’t let history repeat itself at your expense—listen now to get expert insights that could safeguard your financial future!…

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

منذ 20 يومًا3:17

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 a sustainable financial plan. In this episode, you’ll learn: ✅ Why traditional budgeting doesn’t work for most people—and what to do instead. ✅ How effective cash flow management helps you save for long-term goals like retirement and education. ✅ Practical strategies to automate your finances and reduce money-related stress. If you’re ready to take control of your cash flow and make smarter wealth decisions, hit play now and start building a financial plan that actually works! 🎧…

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

منذ 24 يومًا29:51

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 outdated and ineffective for the way we spend today. In this episode, we uncover why budgeting sets you up for failure, how cash flow planning simplifies money management, and why your spending habits—not your income—determine your financial success. In this episode, you will: 1) Discover the difference between budgeting and cash flow planning—and why one works while the other doesn’t. 2) Learn how to set up a simple system that eliminates financial stress and keeps you on track without micromanaging every dollar. 3) Find out the biggest behavioural mistakes people make with money and how to use psychology to make better wealth decisions. If you’re tired of feeling like your money controls you instead of the other way around, hit play now to learn a smarter way to manage your finances! 🚀…

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

منذ 27 يومًا6:41

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 shape financial advice—and why it could be costing you. In this episode, you will: 1) Discover the three biggest mistakes financial advisors make—and why they don’t even realize they’re making them. 2) Understand the difference between misinformation and disinformation in the financial industry and how it affects your investments. 3) Learn how to protect yourself from bad advice and make evidence-based financial decisions. Don't let industry biases derail your financial future—tune in now to uncover the truth behind financial advisor blind spots and take control of your investments!…

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

منذ 30 يومًا25:50

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 strategies. This episode dives into why the industry has been slow to change and what it means for your portfolio. In this episode, you will: 1) Discover why passive investing is growing while active funds keep losing market share. 2) Understand the behavioral and psychological reasons advisors hesitate to embrace the evidence. 3) Learn how to identify an advisor who truly puts your best financial interests first. Don’t let outdated investment strategies hold you back—listen now to uncover the truth about active vs. passive investing and make smarter wealth decisions.…

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

منذ 5 weeks7:32

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 Canada’s economic landscape is more important than ever. This episode dives into the complexities of economic downturns and equips you with strategies to safeguard your wealth and career. In this episode, you’ll learn: 1) The key insights from Clearbridge Investments' “Anatomy of a Recession” research and what it means for the U.S. and Canadian economies. 2) How potential U.S. tariffs could uniquely impact Canada’s economy and your investments. 3) Strategies to stay financially nimble and protect your portfolio during uncertain times. Don’t wait for chaos to strike—hit play now and learn how to protect your wealth and prepare for the unexpected.…

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

منذ 5 weeks29:18

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 productivity—might shape the markets. If you're wondering whether to prepare for volatility or ride the wave of growth, this episode breaks it all down for you. What You’ll Gain by Listening 1) Clarity on recession probabilities—understand what the leading indicators and expert predictions say about a potential downturn. 2) Insight into U.S. economic strengths—learn why the U.S. economy continues to outperform expectations and what that means for your investments. 3) Actionable strategies for wealth building—discover why dollar-cost averaging, active stock picking, and advisor insights could be your key to navigating 2025. Don’t miss this data-driven discussion that could shape your financial decisions for the year ahead—click play now and stay ahead of the curve.…

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

منذ 6 weeks6:00

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 risks is critical for protecting your financial future. In this episode, you’ll learn: 1) Why U.S. stock valuations are at alarming levels based on key metrics like the Buffett Indicator and CAPE ratio. 2) How high valuations today could lead to lower returns—or even a "lost decade" for investors. 3) Essential strategies to manage portfolio risks, particularly for those nearing or in retirement. Don’t wait until it’s too late—tune in now to gain insights that could safeguard your investments during uncertain times!…

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

منذ 6 weeks23:28

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 and what financial pitfalls to avoid as euphoria clouds rational judgment. In this episode, you will: 1) Discover why value investing remains crucial even in a growth-dominated market. 2) Learn how retail investors' "fear of missing out" is impacting market dynamics—and what you can do instead. 3) Get actionable advice on diversifying your investments and staying liquid amidst rising risks. Play this episode now to gain expert insights from Professor George Athanassakos and protect your wealth from speculative traps.…

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

منذ 7 weeks5:41

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 consistent approach can help you make smarter investment decisions and achieve long-term financial success. Here’s what you’ll gain from tuning in: 1) Practical tips for building a well-diversified portfolio tailored to your goals. 2) Insights into how to develop a repeatable decision-making process that aligns with your values. 3) Key strategies for managing costs, rebalancing, and avoiding common investor pitfalls. Discover how to make wealth decisions with purpose and consistency—listen to the episode now and start improving your financial future today!…

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

منذ 7 weeks23:20

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 decision-making frameworks used by high-level portfolio managers to optimize portfolios and avoid common investment pitfalls. Whether you're a seasoned investor or just starting out, the insights shared in this episode could transform the way you approach your wealth-building strategy. In this episode, you'll learn: 1) How to balance your portfolio for maximum stability and growth without taking unnecessary risks. 2) The top signals and indicators portfolio managers use to identify winning investments and avoid costly mistakes. 3) Strategies for making better buy, hold, and sell decisions to align with your long-term wealth goals. Don't miss out on this opportunity to elevate your investment strategy—click play now and start making better wealth decisions today!…

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المدونة الصوتية تستحق الاستماع

1
The War and Treaty Are Getting Carried Away 46:55

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World « »
Ep. 134 - How Pension Plans Achieve Better Returns With Less Risk and How You Can Too : Financial Literacy, Financial Advisors & Wealth

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

المدونة الصوتية تستحق الاستماع

كل الحلقات

1
#151 | A CEO Sounds Off On The Need For Hard Assets 26:11

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

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

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

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

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

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

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

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

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

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

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

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

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

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

مرحبًا بك في مشغل أف ام!

المدونة الصوتية تستحق الاستماع

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World « » Ep. 134 - How Pension Plans Achieve Better Returns With Less Risk and How You Can Too : Financial Literacy, Financial Advisors & Wealth

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

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

دليل مرجعي سريع

Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World « »
Ep. 134 - How Pension Plans Achieve Better Returns With Less Risk and How You Can Too : Financial Literacy, Financial Advisors & Wealth