Episodes

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...

with Amanda Clayman | Psychotherapist | Coach specializing in Financial Wellness BIO: Amanda Clayman is widely recognized as a leader in the field of financial therapy. Her approach as a clinician is to decode how thoughts, feelings, and associations shape our financial choices and identify how those patterns both serve and limit us.Her work has been featured in such media outlets as CNBC, Fox News, The New York Times, The Wall Street Journal, REAL SIMPLE, and Forbes. Highlights: How we can view...

With Dr. Ashley LeBaron-Black | Instructor | Researcher Bio: Dr. Ashley LeBaron-Black is an Assistant Professor of Family Life at Brigham Young University in Provo, Utah. She received her Ph.D. in Family Studies and Human Development from the University of Arizona. Her research focus is family finance, including couple finance and financial socialization. Ashley has published 27 peer-reviewed articles and is on the editorial board for the Journal of Family and Economic Issues. She is Chair of th...

With Sarah D. Asebedo, Ph.D., CFP® | Financial Planning Researcher | Author | Educator | Speaker BIO: Sarah D. Asebedo, Ph.D., CFP®, is an experienced researcher, teacher, and practitioner in financial planning. She is currently spearheading research focused on the application of positive psychology to financial planning, financial behaviour change and many other topics. Her work has been published in the Journal of Positive Psychology, Psychology and Aging, Journal of Consumer Affairs, Financia...

With Carrie Rattle | MBA, CDFA, AFC | Financial Therapist/Coach & Compulsive Shopping Specialist BIO: Carrie is a 30-year veteran executive of the financial industry, working in both Canada and the U.S, as well as abroad. She is also a Certified Divorce Financial Analyst (CDFA) and an Accredited Financial Counselor (AFC), the only financial coaching designation recognized by FINRA. Carrie sits on the Board of Savvy Ladies, a non-profit focused on financially educating women as well as acting as ...

With Caron Matthews | CPA | Money Coach and Root Hub | Musician This episode was pure magic. Caron is an amazing, powerful and inspiring woman. Highlights: During this episode, Caron shares her powerful story, her money story.You will hear Caron's journey from recognizing her money story to accepting it and now embracing it.Caron's mission is to help women improve their relationship with money and create healthy financial habits through guidance, support, education & accountability.She has made ...

With Dr. Axton Betz-Hamilton | Professor/Author/Speaker BIO: Axton Betz-Hamilton is an expert in identity theft, having a personal experience that she's now turned into a career. Axton has made understanding the nuances of identity theft her life's work. She frequently speaks on this topic at conferences and has won multiple awards for her research, teaching, and service. She is the author of the book The Less People Know About Us. Axton has a Ph.D. in Human Development and Family Studies, focus...

With Shaun Maslyk | CFP | Financial Wellness Advocate

Melissa Leong | Money Expert, Best Selling Author, National Media Personality Bio: Melissa Leong is one of Canada’s best-loved authorities on personal finance. She’s a sought-after speaker, national media personality, best-selling author and award-winning writer. She’s the author of the feel-good finance guide, Happy Go Money and is the resident money expert on Canada’s leading daytime talk show, The Social on CTV. She’s the host of the top business podcast, Money Moves: Conversations about Inve...

Julie Kuzmic BSc | Director of Consumer Advocacy at Equifax Canada Bio: Julie Kuzmic is Director of Consumer Advocacy at Equifax Canada and a recognized authority on consumer credit. She often speaks to industry groups, government, clients and consumers to shed light on the credit lifecycle. In her role leading consumer advocacy within the organization, Julie helps Canadians build credit confidence. She is often recognized for her ability to convey the complexities of credit scores while engagin...

With Dr. Kristy Archuleta | Professor, Speaker, Author Bio: D. Archuleta is a Professor in financial planning at University Georgie, a speaker, an author, and one of the Financial Therapy Association's founders. Originally trained as a psychologist, licensed marriage and family therapist, Dr. Archuleta has now established herself with an international reputation in the area of financial therapy. This area integrates psychological, relational, and financial factors affecting individual, couple, a...

With Dr. Moira Somers Ph.D | Financial Psychologist | Author | Speaker Bio: Dr. Somers is a nationally recognized expert on financial psychology with a particular interest in the factors that affect people's financial decisions and actions. Her book, Advice that Sticks: How to Give Financial Advice that People Will Follow, has become an international bestseller. It tackles, head-on, the problem of unimplemented financial advice. Highlights: Why we don't make the financial decisions we wantWe exp...

With Dr. Alex Melkumian PsyD, LMFT | Financial Psychologist Bio: Dr. Melkumian is a licensed Marriage and Family Therapist and founder of Financial Psychology Center in Los Angeles, California. He is devoted to helping clients improve their financial and mental health by uncovering patterns in their relationship with money that keep them stuck and suffering. Specifically, he has worked with athletes to improve their financial wellness and overall performance. Financial psychology is the intersec...

With Preet Banerjee and David Lewis Preet's Bio: Originally trained as a neuroscientist, Preet now excels within the world of finance. Preet has been featured on the CBC’s National, The Morning Show on Global, the Globe and Mail, his own youtube channel and his own podcast mostly money. Preet is the founder of a Fintech company called MoneyGaps. David's Bio: David Lewis is the President of Research Institute at BEworks. He earned his PhD in Marketing (Consumer Behavior) from the Lazaridis School...

With Scott Hannah | CEO & President of the Credit Counselling Society Highlights: How Scott’s organization has helped their clients repay over $500,000,000 of debtsScott’s view on how clients can “build courage” to take back control of their moneyWhy having clarity is essential when taking control of your moneyHow consumers can be proactive vs reactiveWhy adding “slack” into our financial lives brings clarity, confidence and courageHow taking the weight off the debt off your shoulder’s changes e...

With Jon Vroman | CEO & Founder of Front Row Dads Bio: Jon Vroman is a husband and father, who also happens to be the founder of FrontRowDads.com and host of the Front Row Dad podcast. His mission is to help high-performing entrepreneurial men be family men with businesses, not businessmen with families. In addition to his business and family, Jon founded FrontRowFoundation.org in 2005, a charity that that creates unforgettable moments for individuals who are braving life-threatening illnesses. ...

With Dr. Michael Gene Thomas PhD | University Lecturer | Founder of Modom Bio: Dr. Michael Gene Thomas is driven to make meaning in the lives of those with the least financial resources. He cares about ensuring that vulnerable populations can access financial planning services—a resource that only the affluent usually enjoy. Michael has a Ph.D. in Financial Planning, is a lecturer at the University of Georgia, is the founder of Modom, co-creator of several financial literacy programs and the rec...

With Dr. Ted Klontz PH.D | Financial Psychologist, Author and Professor Bio: With Dr. Ted Klontz Ph.D. | Financial Psychologist, Author and ProfessorOften referred to as "The People Whisperer". Dr. Ted Klontz is an Associate Professor of Practice and Financial Psychology at Creighton University. He was a founding official of the Financial Therapy Association. He is a pioneer and has been working in financial psychology for over two decades, authoring seven books on this fascinating topic of fina...

With Errol Doebler | Leadership Consultant, Author, Wim Hof Instructor Bio: Errol Doebler is a 1991 Graduate of the United States Naval Academy. During his time as a Naval Officer, Errol served as Assistant Operations, Assistant Platoon Commander SEAL team four and a Platoon Commander at Seal Team ONE. Errol then joined the Federal Bureau of Investigation (FBI) where he investigated International Terrorist Organizations out of the FBI’s flagship office in New York City and also served as a membe...

With Robert Brown | Personal Finance Writer, Author and Speaker Bio: Personal finance writer, speaker and enthusiast. Rob is the author of the Canadian bestselling personal finance book “Wealthing Like Rabbits – An Original Introduction to Personal Finance.” Rob has been featured in The Globe and Mail, The National Post, Reader’s Digest, and being a guest on NewsTalk 1010 and MoneyTalks, a BNN personal finance production. Highlights: Highlights: Let’s simplify everything personal finances.Earn M...