MoneyDad Podcast

Send us Fan Mail #034.  Today’s guest is Jamie Bosse.  We get into her backstory including how her parent’s bankruptcy in college influenced her decision to become a financial planner.  We talk about why money is still a taboo subject and why parents are uncomfortable talking about money.  We review money scripts we may be passing on consciously or unconsciously to our kids and some of the common...

Send us Fan Mail #033.  Today’s guest is Nick Loper.  We get into Nick’s entrepreneurial journey and early childhood business ventures, including the business venture really hit him with the entrepreneurial bug in college.  We get into his first side hustle after landing a full-time corporate job after college and how he started the Side Hustle Show podcast almost out of peer pressure. We discuss...

Send us Fan Mail #032.  Today’s guest is David Edey.  David is a Certified Executor Advisor and author of The Executor Help book.  He opens up about his own estate nightmare that he dealt with when his parents passed, and why he decided to write his book to help others.  We discuss the challenges and struggles he faced with settling his parents estate and cover mistakes that he as well as his pare...

Send us Fan Mail #031.  Today’s guest is Michael Gilmore.  Michael is the Founder of the Money Awareness and Inclusion Awards, which celebrate the important work being done around the world to help people understand money better.  He is also an author, having authored three books under the pen name “The Seven Dollar Millionnaire”, with his latest book titled “The Little Book of Zen Money”.  $7 dol...

Send us Fan Mail #030.  Today’s guest is David Delisle.  He talks about why it’s important to normalize conversations about money with our kids and we discuss what inspired him to write his graphic novel, The Golden Quest.  The book is a very fun way for kids to learn about money.  Its been described as “Rich Dad Poor Dad meets Calvin & Hobbes” and it’s such a great book that is beautifully il...

Send us Fan Mail #029.  Today’s guest is Andy Tran.  We get into how Andy got started on his journey with helping people create secondary suites and garden suites.  We talk about what it really means to create legal secondary suites.  We talk about what garden suites are, why they are becoming more popular, and how it is a housing option with many different strategies suitable for different demogr...

Send us Fan Mail #028.  Today’s guest is Clifton Corbin.  Clifton talks about his journey including important money lessons that he learned from his parents, but also talks about the struggles he had running up credit card debt and going through a debt spiral in university.  We talk about how his journey inspired him to write his own book “Your Kids, Their Money” to help parents teach their kids a...

Send us Fan Mail #027.  Today’s guest is Cherry Chan.  Cherry talks about her journey as an entrepreneur and how she helps everyday, hardworking Canadians like you and me achieve financial freedom. We talk about when and how we can pay our kids an income, while also having it deductible for us parents for tax purposes.  This is a win/win situation where kids win because they can earn money to use...

Send us Fan Mail #026.  Today’s guests are Annie Shoen and Nicolle Hood.  We talk about smart money habits that parents should be teaching their kids, including the habit of what they call “learning to earn”, as well as rules of thumb around budgeting.  We talk about how we can best teach our kids to be smart consumers.  And how we as parents can create a supportive environment to encourage our ki...

Send us Fan Mail #025.  Today’s guest is Maya Corbic.  We get into the main challenges and opportunities in engaging Generation Z in learning about money, how engaging our kids with games can be very effective in teaching about money, why transferring money management and purchasing decisions to our kids is so important as well as key financial concepts that every child should learn before the age...

Send us Fan Mail #024.  Today’s guest is Kelly Iannone.  We get into the responsible money habits and strategies that she learned from her parents growing up.  We dive into their plan of how her family was able to live off Kelly’s income, while using strategies to divert her husband’s income to savings and investing.  We talk about how Kelly decided that investing in real estate, especially throug...

Send us Fan Mail #023.  Today’s guest is Alissa Maizes.  We talk about what led Alissa to pursue a change in career as a financial planner, after a career spent helping not-for-profits raise millions of dollars.  We discuss some great strategies and solid examples of how parents can develop their kids mindset around giving and helping others. Alissa covers how parents can develop their kids mindse...

Send us Fan Mail #022.  Today’s guest is James Fletcher.  We talk about how James combined his love of investing and his love of international cultures into what he does full-time, which is manage his $100M emerging market fund he founded.  We discuss what inspired James to start Young Investors Society (YIS), and how their reach now extends into over 1400 schools and 59 countries.  James talks ab...

Send us Fan Mail #021.  Today’s guest is Andrew Hallam.  We talk about money lessons Andrew experienced growing up, including the importance of learning to earn.  He goes into the number one key he used to build his million dollar portfolio by his late 30’s on a teacher’s salary.  Andrew now travels the world and talks about the observations during those travel experiences with his wife, including...

Send us Fan Mail #020.  Today’s guest is Deborah McMillan.  We get into the financially illiteracy problem that we have in today’s society.  We talk about how the personal experiences with her daughter and father led her to start her own business teaching children about money.  We discuss how parents may actually be the main barrier that is preventing kids from learning about money at a young age....

Send us Fan Mail #019.  Today’s guest is Michelle Hung.  We dive into how Michelle went from a career in investment banking and pivoted to being an author and becoming an entrepreneur and financial planner helping teach women and young adults how to invest.  Michelle recently launched her second book “Investing for Teens”.  We talk about the trouble Michelle faced in university with her spending h...

Send us Fan Mail #018.  Today’s guest is Jabbar Adesada.  Jabbar has an incredible and inspirational story, overcoming tremendous adversity from childhood, and was only 19 years old when he purchased his first real estate rental property.  Jabbar talks about joining the military at 17 years old and the inspiration he received to pursue financial independence.  Jabbar started investing in stocks at...

Send us Fan Mail #017.  Today’s guest is Robert Farrington.  Robert and I talk about his passion and early interest in personal finance and investing, including what inspired him to start The College Investor to help millennials start long-term investing and get out of student loan debt.  We talk about why Robert is a big believer in the ROI approach to college.  And we get into the struggles for...

Send us Fan Mail #016.  Today’s guest is Bobbi Rebell.  Bobbi and I talk what inspired her to write her latest book “Launching Financial Grownups” and we get real about some of the challenges and struggles that she has had in raising her teenagers/young adult children as it relates to guiding them on making smart money decisions.  We talk about why teen/young adult children are taking longer these...

Send us Fan Mail #015.  Today’s guest is Phia Zacour Phia and her husband Mike reached Financial Freedom and retired from their traditional jobs in their early 30’s with their two young kids.  Phia and I talk about the reasons why they pursued financial freedom, but why the reality of financial freedom did not line up with their expectations when they first transitioned to early retirement.  We di...

Send us Fan Mail #014.  Today’s guest is Sam X Renick.  Sam and I talk about what inspired him to start getting the message out to kids about teaching them great money habits, and how he created the character Sammy Rabbit to be a platform for this message.  We discuss the importance of habit formation around saving, spending, giving and earning.  And we talk about why saving is the #1 money habit...

Send us Fan Mail #013.  Today’s guest is Dani Mendonsa.  Dani and I talk about some of early childhood lessons Dani’s parents taught her about money as well as how a sports injury caused Dani to pivot and get involved in the teaching profession.  Dani’s done some outstanding work helping to co-create the ChooseFI financial literacy curriculum from the ground up where she served as the co-curriculu...

Send us Fan Mail #012.  Today’s guest is Erwin Szeto.  Erwin and I talk about early childhood lessons about money his dad taught him, how his personal investment in real estate got started and why he decided to concentrate his efforts on helping investors building their portfolios.  We get into how he gets his kids involved as a real estate investor and what motivated him to use real estate as a w...

Send us Fan Mail #011.  Today’s guest is Dan Sheeks.  We chat about why financial literacy and personal finance is not a focus in the public school system.  We talk about what financial independence looks like and how your teenager can achieve early financial independence as a viable option to the typical working 9-5, until 65 grind.  We learn about the strategies that Dan uses as a teacher to hel...

Send us Fan Mail #010.  Today’s guest is Anne-Lyse Wealth.  We chat about how reaching Coast FIRE allowed her to take more risks and inspired her to become a financial literacy educator.  We discuss the concept of generational wealth - what it is, why it is much more than monetary assets.  We chat about why financial education is so critical to ensuring monetary wealth is not lost by future genera...