Episodes

With Rob Carrick | Globe and Mail Personal Finance Columnist | Author | BIO: Not every journalist lives their beat, but Rob does. His personal finance column in The Globe and Mail aims to demystify the world of money. Married with two 20-something kids, Rob constantly navigates intelligent spending and investing. With experience dating back to the early '90s, covering Bay Street for The Canadian Press, he later joined The Globe and Mail in 1996 as an investment reporter, launching the Personal F...

Robb Engen | Fee-Only Financial Planner | Blogger | BIO: Robb Engen is an advice-only financial planner and the voice behind the award-winning Boomer & Echo personal finance blog. Robb has been writing about personal finance since 2010 for publications such as the Toronto Star and MoneySense, and his own website has attracted more than 15 million page views and 12,000 email subscribers. A self-described “revenge traveler”, Robb lives in Lethbridge, Alberta with his wife and two children. Why You...

Jonathan Chevreau | Chief Findependence Officer | Investing Editor and Columnist MoneySense Jason Heath, CFP® | Fee-Only Financial Planner at Objective Financial Partners Inc. Jason Evans CFP® | Fee For Service Financial Planner Lisa Hannam | Executive Editor MoneySense | Journalist | Writer BIOs: Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto. He was the Financial Post’s personal finance columnist between 1993 and 2012 and editor-in-chief for MoneySense ...

With William Green | Author | Journalist | BIO: 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. He’s written extensively about investing for many publications and has been interviewed about the greatest investors for magazines, newspapers, podcasts, radio, and television. He has also given many talks about the lessons we can learn from the most succes...

Dr. Tal Ben-Shahar Ph.D. | Author | Founder at Happiness Studies Academy 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-risk population...

Dr.Sarah (Stanley) Fallaw, Ph.D. | President DataPoints | Author | BIO: Sarah Stanley Fallaw, Ph.D. is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a behavioral assessment advisor-tech company. In her role at DataPoints and her research, Dr. Fallaw continues the study on self-made wealth begun by her late father, Dr. Thomas J. Stanley, author of The Millionaire Next Door. Dr. Fallaw’s research on the psychology of wealth has been featured in numer...

With: Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com Mark McGrath CFP® CIM® CLU® | Financial Planner | Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner BIOs: Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two d...

With Neil Bage | Co-Founder of Shaping Wealth | Keynote Speaker | Applied Behavioural Science BIO: Neil Bage is a seasoned expert in merging complex behavioural science with practical, tech-driven applications. With extensive experience as a Chief Behavioral Officer for a UK-based financial planning firm and as the founder of an award-winning behavioural technology business, Neil has shared his insights with thousands of professionals globally. His expertise spans human evolution, biology, and b...

Dr. Brad Klontz | Financial Psychologist | Author | Professor | Speaker | Financial Advisor BIO:Dr. Bradley T. Klontz, Psy.D., CFP®, is a renowned expert in financial psychology, applied behavioural finance, and financial planning. He is an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal at YYMW Advisors. Dr. Brad has made significant contributions to the field with eight books on the psy...

With Julie Kalkowski | Executive Director at Financial Hope Collaborative at Creighton University & Dr. Nicole White | PharmD, CDCES, NBC-HWC, DipACLM | Associate Professor BIOs: Dr. Nicole White is an Associate Professor of Pharmacy Practice at Creighton University School of Pharmacy and Health Professions. Her work focuses on lifestyle medicine, chronic disease management, and social determinants of health. She recently assessed the impact of financial education on health outcomes and is curre...

Dr. Susan Linn Ed.D | Psychologist | Author | Award Winning Ventrilogquist | Expert on Creative Play | BIO: Susan Linn, Ed.D, a psychologist, an author, and an award-winning ventriloquist, is a world-renowned expert on creative play and the impact of tech and commercial marketing on children. She is a Lecturer on Psychiatry at Harvard Medical School and Research Associate at Boston Children’s Hospital. Dr. Linn’s books have been praised in publications as diverse as The Wall Street Journal, Moth...

With Dr. Michael Kothakota | CEO of WolfBridge Wealth | Researcher BIO: Dr. Michael Kothakota has been a financial planning practitioner for over 18 years. He currently serves as CEO of WolfBridge Wealth, a Registered Investment Advisor firm and is the former Head of Research at CFP Board. As a researcher and innovator, he operates and conducts research at the intersection of artificial intelligence and the psychology of financial planning. Dr. Kothakota has consulted for financial technology fi...

Joy Lere, Psy.D | Licensed Clinical Therapist | Co-Founder of Shaping Wealth BIO: Meet Dr. Joy Lere, a distinguished expert in the realm of money psychology. Dr. Lere is a licensed clinical psychologist and co-founder of Shaping Wealth. Her extensive experience includes research and clinical roles at Penn Medicine Princeton Health, Children's National Medical Center, and the Department of Defense. Additionally, she has served as an Assistant Clinical Professor in Clinical Psychology at George Wa...

With David Krueger, MD | Executive Mentor Coach | CEO of MentorPath® | BIO: David Krueger, M.D. is an Executive Mentor Coach, CEO of MentorPath®, and a renowned author with 24 books and 75 scientific papers. His expertise blends mind, brain, and performance sciences with strategic coaching to empower professionals and executives for lasting peak performance. Notably, his bestseller "The Secret Language of Money" has reached a global audience, and he has received recognition like being named Top ...

Ken Honda | Money & Happiness Expert | International Best Selling Author | BIO: Money and happiness expert Ken Honda is a best-selling self-development author in Japan, with book sales surpassing eight million copies since 2001. His latest book is called “Happy Money: The Japanese Art of Making Peace With Your Money” (June 4, 2019, Simon & Schuster). Ken studied law at Waseda University in Tokyo and entered the Japanese workforce as a business consultant and investor. Ken’s financial expertise c...

Dr. Amit Kumar Ph.D | Assistant Professor of Marketing and Psychology | Researcher BIO: In this episode, we delve into the fascinating world of scientific research, exploring how we can spend our money to increase our feelings of happiness and overall well-being. Our guest, Dr. Amit Kumar, is an Assistant Professor of Marketing and Psychology at the University of Texas at Austin. With a Ph.D. in Social Psychology from Cornell University and a background from Harvard University, Amit's research c...

Dr. Mary Bell Carlson Ph.D., CFP®, AFC® | Financial Behavior Expert | Speaker | Author BIO: Meet Dr. Mary Bell Carlson, a financial behaviour expert, renowned speaker, and storyteller. With a diverse background, including a Ph.D. in financial planning focusing on financial therapy, CFP®, AFC®, and over 15 years of experience as a financial counsellor in various capacities, Mary's work has positively impacted countless individuals and families in improving their financial well-being. As the Presi...

Jillian Knight LMFT | Financial Therapist | Speaker | Toddler Mom | Mental Health Advocate BIO: Jillian is a Licensed Marriage and Family Therapist specializing in Financial Therapy for professional women and moms. After spending 10 years in the mental health field, Jillian realized her passion lay in helping individuals with their relationship with money. Her own experience with a strict financial program, fueled by shame and deprivation, led her to explore alternative approaches to personal fi...

Robin Powell | Journalist | Author | The Evidence-Based Investor | BIO: Robin Powell is an award-winning journalist, author, and video producer specializing in investing and personal finance. With over 20 years of experience in television journalism as a reporter, producer, and presenter, Robin founded Ember Television and its specialist division, Regis Media. He is also the Head of Client Education for RockWealth and runs two blogs, The Evidence-Based Investor and Adviser 2.0. Robin actively pr...

Amy Mullen CFP® | President of Money Quotient BIO: Amy Mullen, CFP® is the President of Money Quotient and a renowned expert in values-based financial planning. With extensive experience in guiding clients through change and fostering long-lasting client-planner relationships, Amy frequently presents at national financial industry conferences. She holds a CERTIFIED FINANCIAL PLANNER™ certification and has a background in "Financial Motivation & Change" from Marylhurst University. Amy is an activ...

Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI, and Ben Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM® BIO: Cameron Passmore is the Executive Chairman of PWL Capital, leading the firm's strategic vision and ensuring long-term success. With over 20 years of experience, he advocates for evidence-based, systemic investing. Cameron is committed to building a premier wealth management firm and shares his knowledge through the Rational Reminder podcast. Benjam...

Mark McGrath CFP® CIM® CLU® | Financial Planner | BIO: Mark is an experienced financial expert with over 10 years of experience in the industry. Holding designations such as Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER®, and Chartered Life Underwriter (CLU®), Mark is dedicated to educating and assisting individuals in achieving their financial dreams through evidence-based and comprehensive financial planning. His expertise lies in investment, tax, retirement, and estate plan...

In this episode, we delve into the world of financial change and its impact on our lives. Join us as we explore the expertise of Ross Marino, a seasoned financial advisor and advocate of Human First Financial Guidance. Ross shares his valuable insights on navigating through financial transitions, embracing change, and recognizing the importance of prioritizing our human experiences over mere financial equations. Discover how Ross's unique approach can help you gain a deeper understanding of your...

With Judy Oppenheim BIO: Judith (Judy) Oppenheim has a BA in psychology and an MBA in marketing. With over 20 years of experience in consumer insights, research, marketing, strategy, and product development, she has worked with major financial services companies and leading advertising and digital agencies. In 2019, Judith obtained her certification as a Happiness Trainer from Tal Ben Shahar's Happiness Studies Academy. She is actively involved in the education committee and is a founding member...