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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
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#223 | How To Make Better Wealth Management Decisions by Building Critical Thinking Habits
Manage episode 519221625 series 3619636
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Are you making truly informed wealth management decisions—or just reacting to headlines and social media noise?
In this conversation, senior editor David Kitai of Wealth Professional Magazine explores how critical thinking shapes better financial decisions, both for advisors and clients. From optimism bias to information bubbles, he and John unpack the tension between data-driven confidence and emotional uncertainty in today’s markets.
You’ll discover:
- How to recognize bias and cognitive dissonance in your own wealth management decisions.
- Why social media distorts investor confidence—and what advisors can do about it.
- How the next generation of financial professionals is using critical thinking to build trust and deliver better outcomes.
Listen now to learn how stronger critical thinking can elevate every wealth management decision you make.
More about David Kitai: https://www.wealthprofessional.ca/authors/david-kitai
More about John De Goey: https://www.johndegoey.ca/
165 episodes
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