Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
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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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Are your portfolios actually protecting clients—or just following outdated advice?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:
- How to reframe portfolio construction starting with investor psychology—not historical assumptions.
- Why behavioral coaching must happen before the crisis, and how to structure it.
- 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.
114 episodes