{"podcast":{"title":"Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World","slug":"make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183","podcast_index_feed_id":7118183,"rss_url":"https://feeds.captivate.fm/make-better-wealth-decisions/","website_url":"https://app.talkshoe.com/show/bullshift-the-podcast","image_url":"https://artwork.captivate.fm/84765371-acaf-47a9-ad37-b9de9183c03c/haBeV0f9AtSK8BGGs23uFxX9.png","author":"John De Goey (a podcast covering financial literacy, financial advisors & wealth)","episode_count":237,"summary":"Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protect your wealth with hard assets in a stagflationary economy. 3. Adapt wisely to avoid outdated investment principles. Tune in every Thursday where you’ll hear thought leader, author and portfolio manager John De Goey interviews financial experts about industry trends and thinking. Every Tuesday thereafter, he releases a short primer episode that provides context to make sure you understand what it all means and what you can do to help yourself. If you're ready to Make Better Wealth Decisions, hit play on recent fan favorite episode #147 with Tom Czitron that deals with valuations, bubbles, and the finance industry's overall lack of preparedness in 2025.","last_synced_at":"2026-07-23T18:18:40.999359+00:00","page_url":"https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183"},"episode":{"title":"#257 | How Investors Solve Concentration Risk With an In-Kind Exchange While Keeping Tax Deferral - Financial Literacy, Financial Advisors & Wealth","slug":"257-how-investors-solve-concentration-risk-with-an-in-kind-exchange-while-keeping-tax-deferral-financial-literacy-financial-advisors-wealth","published_at":"2026-03-12T09:00:00+00:00","page_url":"https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/257-how-investors-solve-concentration-risk-with-an-in-kind-exchange-while-keeping-tax-deferral-financial-literacy-financial-advisors-wealth","show_page_url":"https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183","url":"https://app.talkshoe.com/show/bullshift-the-podcast","audio_url":"https://episodes.captivate.fm/episode/926fd839-816b-4ea8-875e-6eab91ac8f9e.mp3","summary":"https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy Are you holding a stock that’s skyrocketed in value—but selling it would trigger a painful tax bill? Many investors find themselves stuck with large single-stock positions. The investment performed well, but now concentration risk is growing while capital gains taxes make diversification feel impossible. In this episode, we explore how investors and advisors are using a strategic in-kind exchange to diversify portfolios while maintaining tax deferral and protecting long-term financial plans. In this episode, you’ll learn: How concentration risk quietly builds in successful portfolios—and why it’s more common than you think. How an in-kind exchange allows investors to diversify a large stock position without immediately triggering taxes. The behavioral investing traps (like overconfidence and familiarity bias) that keep investors dangerously over-concentrated. Listen now to discover how smarter diversification strategies can reduce concentration risk while preserving tax efficiency. 🎧 John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your Finances STANDUP to the Financial Services Industry The Professional Financial Advisor IV","meta_description":"https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy Are you holding a stock that’s skyrocketed…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1251,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/episodes/257-how-investors-solve-concentration-risk-with-an-in-kind-exchange-while-keeping-tax-deferral-financial-literacy-financial-advisors-wealth/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/257-how-investors-solve-concentration-risk-with-an-in-kind-exchange-while-keeping-tax-deferral-financial-literacy-financial-advisors-wealth.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}