Episodes

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...

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 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...