Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
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#182 | 3 Signs You’re Misjudging Financial Planning Fundamentals & What It Means for Your Wealth Decisions
Manage episode 489648539 series 3619636
What if the most important wealth decision you ever make isn’t about what you invest in—but when and why?
In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than a bad investment ever could.
You’ll discover:
- Why RRSP contributions often create more downstream tax benefits than TFSAs—especially for parents.
- How to avoid common behavioral pitfalls in financial planning (and why good planners consider your values, not just your goals).
- What advisors and consumers alike get wrong about active management—and how to spot high-fee traps.
🎧 Listen now to learn how to make better financial planning choices and avoid costly wealth decisions, with insights you won’t hear from your average advisor.
126 episodes