Episodes

With Sachin Patel | Founder/CEO of The Living Proof Institute | Father BIO: Sachin Patel is a father, husband, philanthropist, functional medicine practise success coach, speaker, author, and plant medicine advocate. Sachin is convinced that “the doctor of the future is the patient,” and he has committed himself to help others raise their consciousness, activate their inner doctor, and initiate their deepest healing through the use of lifestyle, breathwork, and respectful utilization of psilocyb...

With Greg Davies | Expert in Applied Behavioural Science | BIO: Globally recognized expert in applied decision science, behavioural finance, and financial wellbeing, as well as a specialist in both the theory and practice of risk profiling. Greg started the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays. In 2017 Greg joined Oxford Risk to lead the development of behavioural decision support software to help people make the best possible financial ...

With William Green | Author | Journalist BIO: William Green is an author and journalist, Over the last quarter of a century, he has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success Green has written for many leading publications in the US and Europe, including The New Yorker, Time, Fortune, Forbes, Barron’s, Fast Company, Money, Worth, Bloomberg Markets, The Los Angeles Times, The Boston Globe M...

By Dan Solin | President at Solin Strategic LLC | Author | Evidence Based Advisor Marketing BIO: Dan Solin is the New York Times bestselling author of the Smartest series of investing books and The Smartest Sales Book You’ll Ever Read. Dan’s books have been widely praised by The New York Times, The Wall Street Journal, The Library Journal, Vanguard co-founder John Bogle and many financial columnists, authors and others. He has appeared on The Early Show, The O’Reilly Factor, MSNBC’s Week-end Eco...

With Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ | Professor of Practice | Financial Therapist | Researcher | Speaker BIO: Dr. Megan McCoy; is a licensed Marriage and Family Therapist and a Certified Financial Therapist-I. She is also a Professor of Practice at Kansas State University, where she serve as the Director of the Financial Planning Masters Program and key faculty in the Financial Therapy Certificate. She also an Executive Board member for the Financial Therapy Association and the Assoc...

With Ed Coambs CFP®, LMFT, CFT-I™ | Author | Speaker | Financial Therapist Highlights: How to understand you have an attachment system - usually it's unconsciousHow to understand our origin money storiesWhat are the primary branches of attachmentHow to understand your partner's money storyWhy is it so important to develop financial maturity?How can we write a new money story? Links: Ed's website: CLICK HERE Ed's book: CLICK HERE What's Your Attachment Style? CLICK HERE

With Dr. Daniel Crosby | Chief Behavioural Finance Office | New York Times Best Selling Author BIO: Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of ...

With Dr. Ryan Clements | Financial Inclusion Researcher | Assistant Professor | Chair in Business Law and Regulation Highlights: Why do we have unbanked and under banked people in Canada?Why it is our society’s responsibility to focus on financial inclusionwhy The benefits of having a society where everyone receives fair and assessable access to financial institutionsWhat is the future of open banking?How can open banking potentially lead to lower banking costs and greater access to financial se...

With Dr. Robert Biswas-Diener | Positive Psychologist | Author | Instructor | BIO: Dr. Robert Biswas-Diener is widely known as the “Indiana Jones of Positive Psychology” because his research has taken him to such far-flung places as Greenland, India, Kenya, and Israel. He is a leading authority on strengths, culture, courage, and happiness and known for his pioneering work in the application of positive psychology to coaching. Robert has authored more than 60 peer-reviewed academic articles and ...

With Dr. Preston Cherry Ph.D. | Financial Planner | Researcher | Speaker | Professor | Cool Uncle BIO: Dr. Cherry is the Founder & President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving households and business owners across generational lines. Concurrent Financial Planning specifically partners W.I.T.H. individuals that possess the motivation to change and apply their financial resources towards achieving their Life Money Balance™ aspirations. Highlights...

With Oliver Burkeman | Author | Writer | Journalist Highlights: How "time management" as we know it, can perhaps be damaging our relationship with timeThe benefits of actually taking "leisure" timeThe link between happiness, money and timePaying for distractions with our time Links: Oliver's newest book: Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman CLICK HEREOliver's other books: CLICK HERE

With Lauryn Williams | 4 Time Olympian | 3 Time Olympic Medallist | Financial Planner | Author BIO: Lauryn Williams is a 4-time Olympian, 3-time Olympic medallist and the first Americanwoman to medal in both the Summer and Winter Olympic Games. Her company, WorthWinning, offers virtual services to help young professionals get the answers to the financialquestions that matter most to them. Highlights: How the journey of life, money and sports offer many lessons beyond the goal itselfUtilizing "ou...

With Shaun Maslyk CFP, B.Comm | Financial Wellness Advocate | Podcaster | Father Highlights: How can we flourish beyond our financesHow subjective well-being relates to moneyHow psychological well-being relates to moneyWhat, if any, links do money and happiness have?How we can integrate positive psychology into our money livesUtilizing the PERMA model to flourish beyond our financesHow the Three Good Things interventions can create moments of happiness Links: Three Good Things Intervention CLICK...

With Kelley Keehn | Award-Winning Author & Speaker | Financial Educator BIO Kelley Keehn’s middle name is money and her mission is to make Canadians feel good about it. A veteran in the industry, she’s spent fifteen years as a personal financial educator and over a decade as a financial professional, and she’s learned that everyone has money problems. That’s as true for millionaires as it is for people who spend years trying to pay off their student debt. As an award-winning, best-selling author...

With Dr. James Otteson | Philosopher | Economist | Author | Professor

With Robin Taub | Professional Speaker | Author | Youth Financial Literacy Expert BIO: A Chartered Professional Accountant by training, Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives. Today, she’s a professional speaker and the author of The Wisest Investment, an update of the bestselling A Parent’s Guide to Raising Money-Smart Kids. Highlights How to spend money in alignment with your valuesHow Bruce Springsteen can provide man...

With Arjan Erkel | Speaker | Author | Freedom Fighter | Founder of Free A Girl BIO For almost two years Arjan Erkel was kidnapped by masked Islamic rebels in Dagestan, Russia. It was a nightmare he never expected to live through, but once he was in the middle of it, he learned how to cope with his new circumstances. His unique story about survival, his quest for freedom and his powerful recovery is still inspiring. For 15 years, through speaking, workshops, and coaching Arjan inspired thousands ...

With Jessica Moorhouse | Money Expert | Speaker | Writer | Host of the More Money Podcast BIO: Jessica Moorhouse is a money expert, Accredited Financial Counsellor Canada®, speaker, award-winning personal finance blogger and host of the popular More Money Podcast. Jessica is the go-to millennial money expert in Canada, having been quoted in the media hundreds of times in addition to being a regular guest on CTV News’ Mind the Gap panel since 2018. She also gives presentations throughout North Am...

With Brian Portnoy Founder of Shaping Wealth | Author | Entrepreneur | Educator Brian is on a mission to provide funded contentment for everyone…..enjoy! Highlights: Why we need a better financial map with a truer compass?The difference between being rich and wealthy?How to underwrite a meaningful life?When good enough is good enough pertaining to investingWe talk about Brian’s road map to living the good lifeBrian discusses how we can find more meaning and purpose in our livesWhat is enough?Wha...

With Louisa Jewell, MAPP | Speaker, Author, Expert in Workplace Well-being BIO: Louisa Jewell is the Founder and President of the Canadian Positive Psychology Association and author of the book Wire Your Brain for Confidence: The Science of Conquering Self-Doubt. She is also the host of the Audible Originals podcast The Awesome Project launching worldwide on June 16th. Louisa regularly contributes to CBC radio as a wellbeing expert and is a featured expert in several documentaries, including “Th...

With Dr. Robin Raniero Norris Ph.D. | Therapist | Founder of Windward Optimal Health Dr. Robin Raniero Norris has been a marriage and family therapist for 20 years. She uses a strength-based approach with individuals, couples, and families in which money is a subject. Topics she has assisted clients with have included beginning budgeting behaviors, multigenerational finance decisions, and new or sudden wealth considerations. She is a Boston College Double Eagle and is an assistant professor with...

With Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc Bio: Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications like the Toronto Star and Globe & Mail. Highlights: What is fee-only financial planning?Why communi...

With Dr. Martin Seay Ph.D. | Department Head and Professor of Financial Planning BIO: Martin Seay, Ph.D., CFP®, is an Associate Professor of Personal Financial Planning at Kansas State University, where he teaches in the CFP Board registered undergraduate and Ph.D. programs. His research has been recognized by the Financial Planning Association FPA Annual Conference, the CFP Board of Standards Financial Planning Award, and others. Highlights: How we can move from financially functioning to flour...

Andrew Hallam | Personal Finance Speaker, International Bestselling Author and Investment Writer Highlights How we all trade our time for moneyWhy bland long-term investing WORKS!Why conquering the enemy in the mirror is THE best investment adviceHear Andrew’s definition of wealthWhy knowing too much about investing CAN be more harmfulHow to spend like a millionaire…..this one will surprise you!What you see around you might not be the whole storyWhy BALANCE is critical in achieving financial hea...