Episodes

With Bari Tessler | Somatic Psychology | Author | Founder of The Art of Money BIO: Bari Tessler, M.A., is a financial therapist, author, and founder of The Art of Money, a year-long money school and global community. Bari earned a master in Somatic Psychology from Naropa University, working in the mental health field for over a decade before realizing her mission was to merge emotional literacy with financial literacy. In 2001 she created a financial therapy methodology that integrates practical...

With Laurence Kotlikoff Ph.D. | Professor of Economics | Author | President of Economics Security Planning Inc BIO: Laurence Kotlikoff is a professor of economics at Boston University, president of Economic Security Planning, New York Times best-selling author and author of 19 books. His columns, articles, and books cover personal finance, generational policy, climate policy, inequality, tax reform, Social Security, banking, robotization, growth, and much more. Laurence's columns have appeared i...

With Dr. Lara Aknin | Associate Professor | Director of The Helping & Happiness Lab BIO: Dr. Lara Aknin is a psychology professor at Simon Fraser University and the chair of the Mental Health and Wellbeing Task Force for The Lancet’s COVID-19 Commission. She holds a Ph.D. from the University of British Columbia. Lara’s research interests lie at the intersection of social psychology, positive psychology, economics and judgement and decision making. Her research questions often include the study o...

With Natalie Torres-Haddad | Financial Literacy and Mental Health Advocate | Tedx Speaker | Author BIO: Natalie Torres-Haddad is an author, a two-time TEDx speaker, a bilingual podcast host, and financial literacy and mental health advocate. As a Salvadoran immigrant and first generation college student, she has focused much of her career on helping others with financial literacy and mental wellbeing. She is part of the four percent of Latinas to earn a masters degree in the US and is the first ...

With Dr. Charles Chaffin | Author | Researcher | Educator BIO: Charles Chaffin is a consultant, researcher, and educator focusing on a variety of topics related to financial planning. He works at the intersection of cognitive psychology, education, and financial planning. For 12 years, he served as Director of Academic Initiatives at CFP Board Center, leading research activities including the Academic Research Colloquium as well as Founding Executive Editor Financial Planning Review. He has been...

With Dr. David Krueger | Founder | Executive Coach | Psychiatrist | BIO: David Krueger, M.D. is an Executive Mentor Coach, and CEO of MentorPath®, an executive coaching, training, and publishing firm. Integrating the mind, brain, and performance sciences with strategic coaching, he helps practicing professionals and executives achieve and sustain peak performance. Author of 24 trade and professional books on success, wellness, money, and self-development, and 75 scientific papers, his book The S...

With Karen Holland | Founder of GiftingSense.org | Social Entrepreneur | BIO: Karen is the Founder of Gifting Sense. Where she helps children get ready for all of the personal-finance decisions that lie in their future - by having them thoughtfully consider what they might like to receive for birthday or holiday gifts - which teaches them how to think before they buy! She does this in free, interactive, hands-on, in-classroom workshops, at schools and community organizations, in person or online...

With Buddy Mondlock | Song Writer | Musician | BIO:Buddy Mondlock writes songs. He does it so well that some great songwriters have recorded his songs on their own albums. Guy Clark, Nanci Griffith, Garth Brooks, Peter, Paul and Mary, David Wilcox and Janis Ian, to name just a few. You might’ve heard his song “The Kid” (recorded by David Wilcox, Peter, Paul and Mary and Cry, Cry, Cry) and maybe even sung it yourself around a campfire. Buddy also works with the Music Therapy of The Rockies, as he...

With Johanna Peetz Ph.D. | Professor | Researcher BIO: Johanna Peetz, Ph.D., is an associate professor in the Department of Psychology at Carleton University (in Ottawa, Canada). Johanna completed her undergraduate studies in her native Berlin, Germany, and her graduate studies in Canada. Johanna’s research includes a range of topics connected to goal-directed decision-making across domains of personal spending, time perception, and interpersonal relationships. Her research has been published in...

With Todd Kashdan Ph.D.| Best Selling Author | Professor | Clinical Psychologist BIO: Todd B. Kashdan, Ph.D. is a Professor of Psychology at George Mason University, and a leading authority on well-being, curiosity, courage, and resilience. He has published over 200 scientific articles, his work has been cited over 32,000 times, and he received the American Psychological Association’s Award for Distinguished Scientific Early Career Contributions to Psychology. His books Curious? and The Upside o...

With Saundra Davis | Financial Coach | Distinguished Adjunct Professor | Speaker | BIO: Saundra Davis, MSFP, APFC® , FBS® is a US Navy veteran, and nationally recognized speaker, financial coach, educator, and consultant. She is the founder and lead trainer of the Financial Fitness Coach (FFC®) certification program which supports community-based providers and financial professionals to build the skills necessary to promote change in how individuals, families and communities think and talk about...

With Lyle Sussman Ph.D. & David Dubofsky Ph.D. | CFA BIO: Lyle Sussman Ph.D. Lyle is the former Chairman and Professor of Management, College of Business, University of Louisville. He received his BS and MS from the University of Wisconsin-Milwaukee and his Ph.D. from Purdue. Aside from 60 scholarly articles, he is a bestselling business author with more than 1,000,000 copies of his 16 books in print, which in aggregate have been translated into 15 languages. Lyle has taught, lectured, and consu...

Dr. Tal Ben-Shahar Ph.D. | Author | Founder at Happiness Studies Academy & Potentialife BIO: Tal Ben-Shahar is an author and lecturer. He taught two of the largest classes in Harvard University’s history, "Positive Psychology" and "The Psychology of Leadership." His books have been translated into more than thirty languages, and have appeared on best-seller lists around the world. Tal consults and lectures around the world to executives in multi-national corporations, the general public, and at-...

With Dr. Pete Kelly | C.Psych | Podcaster | Clinical Psychologist BIO: Dr. Kelly provides individual and group treatment to adults for mood and anxiety disorders using a variety of cognitive-behavioural therapies. An area of focus and interest in the treatment of posttraumatic stress using CBT techniques. Dr. Kelly also provides cognitive-behavioural treatment for anxiety and depression associated with tinnitus. Prior to joining the OICBT Dr. Kelly was a psychologist in the Anxiety Disorders Pro...

With Andrew Hallam | Personal Finance Speaker | International Bestselling Author | Investment Writer BIO: When Andrew Hallam isn’t getting eaten by mosquitoes in tropical jungles, cycling up a mountain during a downpour with his wife, or trying to drive to Argentina in a van, he’s speaking and writing about happiness and personal finance. The former high school teacher wrote the international bestselling books Million­aire Teacher and Millionaire Expat. Profiled by media such as CNBC and the Wal...

With Dr. Ragatz | Vice President Next Gen and Advisor Development Programs at the Carson Group BIO: Currently, Julie is the Vice President Next Gen and Advisor Development Programs at the Carson Group. Before Carson Group, Julie was with The American College. She held the Charles Lamont Post Chair of Ethics and the Professions at The American College of Financial Services and served as the Director of The American College Cary M. Maguire Center for Ethics in Financial Services. Julie also taught...

With Dan Bortolotti | Portfolio Manager | Author | Podcaster BIO: Dan began his career as a journalist, spending more than 20 years as a magazine writer and editor and publishing nine nonfiction books. He eventually specialized in writing about personal finance, with a focus on low-cost index investing. Dan was introduced to the PWL Toronto team while working on an article for MoneySense magazine in 2012. Dan received his Certified Financial Planner and Chartered Investment Manager designations ...

With Frederick Kaufman Ph.D. | Professor | Author | BIO: Fred is an English professor by training and for the past decade focused his attention on the fiction that is money. His unorthodox insights into the ways of Wall Street have resulted in numerous magazine articles for publications ranging from Scientific American to Wired to Foreign Policy to Harper’s, as well as television appearances on NBC, Bloomberg, Fox Business Network, and Democracy Now!, and invitations to lecture in both the Unite...

With Gull Khan | Money Mindset Expert | Energy Healer | Author | Speaker Highlights: What is energy healing and how it can help you with your relationship with moneyWhy having a money avatar is criticalHow to change the family narrative's around money What financial freedom looks and feels likeThe importance of mindset when it comes to money LINKS: Free Gift: https://www.abundancemindsetmakeover.com/free-gift1Abundance Workshop: www.abundancemindsetmakeover.comPodcast website: https://moneyminds...

With Nathan Astle | Financial Therapist | Couples and Family Therapist | Founder of Relational Money BIO: Nathan Astle, M.S., LMFT-T is a couples and family therapist with a focus in financial therapy. He has clinical and research focus in couples and financial conflict, financial trauma, and intimate partner violence. He currently serves on the board of directors for the Financial Therapy Association and is the founder of Relational Money, a training platform for financial advisors to gain the ...

With Jamie Bosse | Financial Planner | Author | Speaker | Mother BIO: Jamie works with clients to help them "Master What's Next" by clarifying their goals, creating a financial plan, and taking action. She helps her clients maneuver through life's transitions and overcomes and anticipates any potential roadblocks along the way. In 2020, Jamie was named to the Investment News 40 Under 40 list. Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Y...

With Joyce Marter | Psychotherapist | Entrepreneur | Author | Speaker BIO: Joyce Marter, a psychotherapist entrepreneur, author, and speaker who has helped millions take control and lead abundant and joyful lives. Joyce has been a Licensed Clinical Professional Counselor since 1998 and is an expert in self-esteem, mindfulness and career development. Joyce is the Founder of Urban Balance, a counselling practice she started and grew to over 100 clinicians working from ten locations in three states...

With Colin Ryan | Comedic Financial Speaker | Executive Presence Coach | Author BIO: Featured everywhere from NPR to Moth Radio Hour and Reader’s Digest, Colin Ryan is a nationally in-demand, award-winning comedic financial speaker, author, and educator with the background of a professional comedian and storyteller. To date Colin has spoken to over 500,000 students and adults across North America, and was named one of the top 10 financial presenters in the U.S. Colin is the author of “A Comedic ...

With Jason Pereira MBA, CFP, CFA | Personal Finance & Fintech Expert | Writer | Podcaster BIO: Personal Finance & Fintech Expert, Writer, Podcaster, & Broadcaster, Public Speaker, Industry Thought Leader. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fi...