Episodes

With Aja Evans | Therapist | Speaker | Financial Therapist BIO: Aja Evans is a board-certified therapist, speaker and writer specializing in financial therapy. With over a decade of experience in mental health, Aja’s expertise sits at the intersection of feelings and all things “money.” As an active contributor to the dialogue around financial well-being, she has a blog, All The Feels and a recurring column, Finance in Focus with Square Banking. Her advice has been quoted in Business Insider, Bl...

Dr. Anna Yusim | Psychiatrist | Author | Executive Coach BIO: Dr. Anna Yusim is an internationally recognized, award-winning, Stanford- and Yale-educated Board-Certified Psychiatrist and Executive Coach. With clients including Forbes 500 CEOs, Olympic athletes, A-list actors and actresses, and the Chairs of academic departments at top universities, Dr. Anna Yusim has helped over 1500 people in 70 countries achieve greater impact, purpose and joy in their life and work. As a Clinical Instructor a...

Derek Hagen CFP, FBS, CFT-I, CFA | Financial Planner | Meditation Teacher | Meaning Practitioner BIO: Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and increasing confidence in financial decisions. Derek als...

With Franz Metcalf | Professor | Author and BJ Gallagher | Author | Speaker | Consultant BIO: BJ Gallagher: BJ Gallagher is a workplace consultant, popular speaker, and prolificauthor with over 30 books to her credit – business books that educate andempower, women's books that enlighten and entertain, spiritual books thatinspire and inform. Whether her audience is corporate executives, workingwomen, or job seekers, her message is “The Power of Positive DOING.” BJ's international business fable, ...

With Dr. Alex Melkumian PsyD, LMFT | Financial Psychologist | Author | BIO: Dr. Alex Melkumianis 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 ...

Esther Maddux Ph.D., CFP® | Resource Management Consultant BIO: Dr. Esther Maddux has been Certified Financial Planner (CFP®) since the late 1980s and a certified addiction counsellor since 2007. She taught personal financial management at the University of Georgia and Kansas State University; sold financial products and had a fee-only financial planning practice. Dr. Maddux also worked as an addiction counsellor in many different types of settings from hospital recovery centers, to individual a...

With Lisa Hannam | Executive Editor MoneySense | Journalist | Writer BIO: Lisa Hannam is the Executive Editor of Moneysense.ca, Canada’s most trusted lifestyle brand about all things money. MoneySense.ca helps over 450,000 Canadians every month with personal finance, insurance, investing and more. Lisa has an extensive journalism background as an acclaimed writer and editor, spanning over 20 years, working for some of Canada’s largest glossy magazines, daily newspapers and popular websites. She ...

With Rich Cohen | New York Times Best Selling Author BIO: Rich Cohen is the author of the New York Times bestsellers Tough Jews; Monsters; Sweet and Low; When I Stop Talking, You’ll Know I’m Dead (with Jerry Weintraub); The Sun & the Moon & the Rolling Stones; and The Chicago Cubs: Story of a Curse. He is a co-creator of the HBO series Vinyl and a contributing editor at Vanity Fair and Rolling Stone. He has written for The New Yorker, The Atlantic, and Harper’s Magazine, among other publications...

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. 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 ...