The Most Hated F-Word

With Dennis Harhalakis | Certified Money Coach (CMC)® | Founder of Cambridge Money Coaching Summary Dennis shares his journey from knowing a lot about money to realizing he didn't know much about money and himself. He discovered his inherited money anxiety and how it affected his behaviours and beliefs (unconscious to himself). Self-forgiveness and self-compassion played a crucial role in his jour...

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...

With Dr. Rick Scott | Behavioural Scientist | Author | Associate Professor Summary: This episode explores the psychology of money and our relationships with money, beginning with a debt prioritization study that even caught the eye of financial guru Dave Ramsey, who called Dr. Scott an 'egghead'. The discussion broadens to include personal stories about how family influences and past experiences s...

With Dr. Jenny Olson | Assistant Professor of Marketing | Summary: Dr. Jenny Olson explores the complexities of financial decision-making among couples. She talks about why people with different spending habits often end up together and what challenges that brings. Dr. Olson also explains 'financial infidelity'—that's when someone hides or lies about money matters. Dr. Olson discusses the reasons...

With Emily Burnett | Writer | Consultant | Summary: Emily shares her journey from collecting insects for money as a teenager to understanding the impact of her entrepreneurial family on her financial mindset. She reflects on the wisdom of her 94-year-old grandmother, who values relationships and dreams over material wealth. Emily discusses the significance of facing reality and being intentional i...

With Abby Davisson | Author | Speaker | Entrepreneur | Summary In this conversation Abby Davisson explores the interconnection of love and money, challenging the flawed socialization that separates the two. It delves into the historical context of marriage and money, highlighting the importance of transparent conversations about money in relationships. The influence of upbringing and parents' care...

With Dr. Cahit Guven | Global XSBI Econometrician | Senior Lecturer in Economics Summary In this conversation, Dr. Guven discusses the relationship between happiness and financial decisions. He explores the impact of happiness on savings, consumption, risk-taking, and perception. Dr. Guven also highlights the collaboration between economists and psychologists in understanding the complex interplay...

With Brendan Frazier | Podcaster | Chief Behavioural Officer | Summary: In this conversation, Brendan Frazier discusses his relationship with money and how his beliefs and perspectives have evolved over time. He reflects on the influence of his upbringing, including religious and cultural beliefs, and how they shaped his views on money. Brendan also shares his experiences navigating money conversa...

With Chris Budd | Expert on The Relationship Between Money and Happiness | Author | Summary: In this chat, Chris discusses why feeling good about money matters and how we can rethink what success means when it comes to our finances. He shares his own journey to feeling financially secure and why having a sense of purpose is key to finding joy. Chris challenges the idea that setting specific money...

With Dr. Mike Rucker | Organizational Psychologist | Behavioural Scientist | Author | Summary: This conversation is all about identifying and taking the steps to get out into the world to have more fun and how we can use our money as ways to allow more fun in our lives (and it does not need to cost lots of money). In this conversation, Dr. Rucker and Shaun discuss the importance of fun in life and...

With Dr. Moira Somers | Psychologist | Family Wealth Consultant | Author | Summary In this insightful conversation, Dr. Moira Somers offers insights on how to enhance our financial stability. She discusses the intricate relationship between money and health, stressing the significance of financial well-being and its impact on our overall health. Dr. Somers emphasizes the need for a paradigm shift...

Summary: Bruce Sellery discusses his background in financial journalism and his transition to becoming the CEO of Credit Canada. He shares insights from his interviews with high-profile individuals and the impact of their stories. Bruce also reflects on his personal experience with money and the importance of creating a context for financial decisions. He emphasizes the need for a shift from finan...

With Dr. Hal Hershfield | Professor | Author | Summary: In this conversation, Hal Hershfield discusses the concept of future selves and the challenges of balancing future orientation with embracing the present. He explores the importance of creating emotional connections with our future selves and shares research on how to motivate future-oriented decisions. The conversation also touches on the si...

Dr. Erika Rasure | Educator | Researcher | Holistic Financial Wellness | Summary In this conversation, Dr. Erika Rasure and Shaun Maslyk discuss the human experience of money and the importance of storytelling in understanding our money stories. Dr. Rasure shares her journey from aspiring estate lawyer to a personal financial planner, driven by her desire to help people with their money. They expl...

With Dr. Jordan Hutchison | VP of Technology | Financial Planning & Behavioral Finance Adjunct Professor | Podcast Host | BIO: Dr. Jordan Hutchison, a leading figure in financial technology and planning, serves as the Vice President of Technology at RFG Advisory and an adjunct professor at Kaplans College for Financial Planning. With a wealth of experience, numerous certifications, and advanced de...

Dr. Matt Goren CFP® | PVP - Financial Planning Education | BIO: Dr. Matt J. Goren, CFP® has created educational programs and taught courses on topics ranging from the psychology of personal finance to investing, global financial planning, cultural psychology, and statistics. As CeriFi's Product Vice President - Financial Planning Education, he oversees educational program development and administr...

With Dr. Jennifer Guttman | Clinical Psychologist | Author | BIO: Dr. Jennifer Guttman, a clinical psychologist with practices in NY and Connecticut, specializes in cognitive behavioral therapy, positive psychology, and her motivational brand, sustainable life satisfaction. With over 30 years of clinical practice, she challenges the pursuit of happiness and leads a satisfaction revolution. Author...

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 P...

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-des...

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 F...

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, rad...

Dr. Sarah Newcomb | Behavioral Economist | Founder of the Thrive Financial Empowerment Center | Author | BIO: Sarah Newcomb, Ph. D., a behavioral economist and Founder of the Thrive Financial Empowerment Center, uses her expertise to help individuals build fulfilling lives within their means. She collaborates with corporate behavioral science teams at companies like HelloWallet, Morningstar, and E...

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 ar...

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...

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 | Financia...