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

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Manage episode 482882974 series 3619636
Content provided by John De Goey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John De Goey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are your portfolios actually protecting clients—or just following outdated advice?

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

You’ll discover:

  1. How to reframe portfolio construction starting with investor psychology—not historical assumptions.
  2. Why behavioral coaching must happen before the crisis, and how to structure it.
  3. What makes hedged equities and adaptive bond strategies a smarter choice in today's fragile global finance system.

Listen now to learn how to rewire your investment strategy for real-world investor behavior and future-proof your portfolio.

More about John De Goey

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 482882974 series 3619636
Content provided by John De Goey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John De Goey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are your portfolios actually protecting clients—or just following outdated advice?

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

You’ll discover:

  1. How to reframe portfolio construction starting with investor psychology—not historical assumptions.
  2. Why behavioral coaching must happen before the crisis, and how to structure it.
  3. What makes hedged equities and adaptive bond strategies a smarter choice in today's fragile global finance system.

Listen now to learn how to rewire your investment strategy for real-world investor behavior and future-proof your portfolio.

More about John De Goey

  continue reading

114 episodes

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