Episodes
41
May 19, 2021
Episode #41: “Your Millionaire Teacher”
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...
21
Dec. 22, 2020
Episode #21 “What is a Mindful Millionaire?”
With Leisa Peterson, CFP | Author | Money Coach | Podcaster Highlights: Leisa discusses how she gracefully weaves together her 20 years of spiritual teachings with her 20 years of financial experience to create…..the mindful millionaireLeisa discusses her mindful millionaire process of IPROSPERThe mindful millionaire is not just about moneyThe mindful million is about the awakening of possibilityHow we can become financially “conscious” and get out of the “matrix.”How a tunnel vision of a scarci...
20
Dec. 8, 2020
Episode #20: “Why Your Money Story Matters”
With Dr. Brad Klontz, Ph.D., CFP | Financial Psychologist, Author, Professor Dr. Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University's Heider College of Business. Dr. Klontz has a passion for helping individuals and families understand their views on money. His goal is to assist them throughout their financial transformation. He does this by providing ongoing guidance and ...
19
Nov. 24, 2020
Episode #19 “How to Take Back Your Time”
Tim Tsai: International Real Estate Investor – Award Winning Mentor – Business Coach Bio: After retiring at the age of 30, Tim began to pursue another goal and passion of his – helping those who are committed to achieving financial freedom do the same. To this day, Tim continues to be an active investor as he believes investing is a "lead by example" venture. With the investment he made in his financial education, Tim became financially free in 2 years (25 months to be exact) after his first tra...
18
Nov. 11, 2020
Episode #18 “Let’s Reimagine Financial Advice Together”
Preet Banerjee | Behavioural Finance Expert | Author | Speaker Bio: Originally trained as a neuroscientist and following a brief stint as an aspiring race car driver, Preet now excels within the world of finance. Preet is the founder of a FINTECH company called Money Gaps. Preet was known for his time as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Preet inspires others to become financially empowered through his world-class expertise and unique ...
17
Oct. 27, 2020
Episode #17: “Why Your Story is Your Greatest Asset”
with James "Mac" McPartland | Executive Coach | Author | Speaker BIO: James Kevin McPartland AKA “Mac” is an executive coach, author, and keynote speaker. He is the Founder of a training and consulting organization, helping leaders and their teams access breakthrough performance to elevate business results. A long-time student of the science of achievement, James has over 25 years of experience working with organizations to sustainably generate greater success, inspire innovation, and accelerate...
16
Oct. 20, 2020
Episode #16: “How to Budget For Happiness”
Dr. Matt Goren PhD, CFP | Assistance Professor of Financial Planning Bio: Matt J. Goren, PhD, is an Assistant Professor of Financial Planning at The American College of Financial Services. Goren is an acclaimed teacher and speaker who focuses on the interplay of personal finance and psychology. His personal finance radio show and podcast, Nothing Funny About Money. Goren has worked as a pro bono financial advisor and instructor, and he has worked with over 4,000 individuals across the United Sta...
15
Sept. 30, 2020
Episode #15: “The Science Behind Money Decisions”
Dr. Kyle Murray is the Vice Dean and a Professor of Marketing at the Alberta School of Business. He holds a B.Sc. in Psychology and Ph.D. in Marketing and Psychology from the University of Alberta. His research examines human judgment and decision making, using the tools of experimental psychology and behavioural economics to better understand the choices that people make. He has consulted for clients including the Competition Bureau of Canada, Consumers Council of Canada, General Motors, Indust...
14
Sept. 23, 2020
Episode #14: “Breaking Money Silence
With Wealth Psychology Expert, Author and Coach Kathleen Burns Kingsbury Wealth psychology expert Kathleen Burns Kingsbury, founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast, is an internationally published author and speaker. Topics Discussed: Kathleen’s mission to “shatter” money taboosHow we can learn effective communication techniques and how to accept our emotions during money conversationsYou will learn what judgements are and how they negatively impact our w...
13
Sept. 15, 2020
“How to Make Sense of Your Emotions and Money?”
Rick Kahler, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate. He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP®) in South Dakota in 1983 and one of the first Certified Financial Therapist-LeveI I™ in the US and the first in SD. He is co-author four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer ...
12
Aug. 31, 2020
Episode #12: “What is Money Shame?”
Natasha Knox: Speaker, Fee-Only Financial Planner and Financial Educator For me this conversation had three main themes: What is money shame?Finding Aspirational SpendingCreating a Family Vision: For money and lifeRemember "The Three you's" During my conversation with Natasha, I found the following topics very interesting: Money Shame: How money shame can impact everyone. It does not discriminate. Often we are blind or unaware of money shame and the impacts that it has on not only our money rela...
11
Aug. 17, 2020
Episode #11: How to Become Financially Independent and…Fulfilled?
Jerry and Maria Smith are a fantastic couple pursuing financial independence in Canada. Jerry is an engineer while Maria is a full-time teacher. They are accompanied by their one-year old daughter on this journey to financial independence. Their pursuit of financial independence started 5 to 10 years ago. They prioritized their money to buy their freedom. They have managed to pay off all their mortgages and at the same time, travel and enjoy their lives. Maria has her blog, "Handful of Thoughts"...
10
Aug. 4, 2020
Episode #10: “Why Financial Therapy Can Help…..Everyone!”
Lindsay Bryan-Podvin is a biracial female social worker turned financial therapist, author and speaker. As the first financial speaker in Michigan, she asserts that she "talks about money in a way that doesn't make other people feel gross". She holds a Masters degree in Social work at the University of Michigan and a Bachelor's degree in sociology from Michigan State University. She is the author of the book "Financial Anxiety Solutions", which has been featured in various articles, podcasts and...
9
July 22, 2020
Episode #9 “What is Wealth” with Mark Anielski
Mark Anielski Economist & Author President and Chief Wellbeing Office of Anielski Management Inc Episode #9 “What is Wealth?” Mark Anielski is the President and Chief Well-being Officer of Anielski Management Inc. an economic consultancy specializing in economics of happiness and well-being. He is also the Chief Wellbeing Economist with the Indigenomics Institute. He has been advising communities and countries since 2000 on integrating well-being analytics into conventional economic cost benefit...
8
July 9, 2020
How Living Mortgage Free Changes Everything
Andy Hill is the host of the Marriage, Kids and Money Podcast which focuses on helping young families build wealth. This 5-star rated podcast was nominated as “Best New Personal Finance Podcast” by Plutus. Outside of writing for his own weekly blog of the same name, he has been featured in Business Insider, MarketWatch, and NBC News. This week we discuss how Andy’s life has changed since paying off his mortgage. Not not only changed in the obvious ways (no mortgage payments & thousands of dollar...
7
June 28, 2020
Time or Money?
RootHub has been traveling the world utilizing music to heal and lift spirits for almost two decades. His career and life hit an inflection point when he left the hustle and bustle of the LA music scene behind. He decided to choose “time” over “money” and moved to Hawaii. Thanks to his decision to choose “time” over “money, in Roothub’s words, his “cosmic bank account” is massive. During this episode we dive deep into Roothub’s relationship with money and discuss how he left the “normal” life be...
6
June 21, 2020
Racism & Money
During this solo podcast I talk about the learnings and unlearnings for me over the past three weeks. I talk about some of the origins that have caused systemic racism that persist in our financial systems. I share learnings from the following podcasts and books: Journey to Launch with host Jamila Souffant Episode 137 The Black Tax with Shawn RochesterPodcast 1619 specifically episode 1 & 2So You Want to Talk About Racism by Ijeoma Oluo How to Be an Antiracist by Ibram X. Kendi The Black Tax: Th...
5
May 25, 2020
What is a Health Relationship with Money?
Edward Coambs is a prestigious money and marriage therapist, who takes two taboo topics of Finance and therapy into his stride and manages to help many couples who deal with money related problems in their daily lives. Insights from the episode: How your unconscious money beliefs impact……everything How to continuously update your money beliefs How to gain control over your thoughts, emotions and beliefs around money How to recognize shame, envy, jealously etc….around money How to use empathy to ...
4
May 14, 2020
Podcast Episode #4: The Inner Game of Money
Derek F. Hagen is the founder of the moneyhealthsolutions , which is a firm that helps people simplify money matters and take up their own financial responsibility . Brought up in a poor family, he decided to take matter into his own hands and become the extremely successful person he is today. He has various certifications up his sleeve, including those in Financial planning, Financial Therapy, Financial analysis and much more. He is also a lively and enthusiastic person who loves adventure, ca...
3
May 6, 2020
Podcast Episode #3: If you want more, desire less
This week we learn about the Petaskes money mantra “If you want more……….desire less”. Carolyn and Ryan are proud parents of two young ones. They love their children more than anything else in the world, but second to that would be leaving them with Grandma and Grandpa and going on a trip together. They are friendly down to earth people that love a good conversation. Carolyn is the analytical yogi and Ryan is the social goof and they both believe that how you do anything is how you should do ever...