• How to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors (Canadian Financial Summit 2024)

  • Jan 23 2025
  • Length: 38 mins
  • Podcast

How to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors (Canadian Financial Summit 2024)

  • Summary

  • Why do so many Canadians struggle to achieve financial freedom, even with a solid financial plan?

    Why do they retire with less than they hoped for, despite diligently saving and investing?

    The answer often boils down to two things: suboptimal investments and a misguided focus on risk.

    In my latest podcast episode, we’ll uncover why good investment performance is essential for your financial success and show you how to take control of your portfolio.

    We’ll also address common misconceptions about risk in the investment industry and uncover the secrets to thinking like a successful investor.

    You’ll learn:

    • Why is good performance important for your life?

    • What rate of return do you need to become financially independent?

    • What are the 4 performance drags that reduce investment returns?

    • What is the Asset Allocation Loss Ratio (AALR)?

    • Why is it easy to outperform financial advisors?

    • What is wrong with the investment industry definition of “risk”?

    • Why is it easy to outperform robo-advisors?

    • Why is it easy to outperform index investors?

    • How can you learn to think properly about investing?

    • What are the secrets to outperforming?

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