Episode Details
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#223 | How To Make Better Wealth Management Decisions by Building Critical Thinking Habits [Financial Literacy, Financial Advisor & Wealth]
Published 5 months, 4 weeks ago
Description
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/