The Most Hated F-Word

Peter Katz | JUNO Nominated Singer-Song Writer | Speaker BIO: Juno Award, Canadian Screen Award and 2-time Canadian Folk Music Award nominated singer-songwriter Peter Katz has been described by many of his fans and speaking clients as "a thunderbolt for the soul”. Alongside his career as an international recording artist, Peter Katz serves clients across the globe by delivering highly customized ‘...

James Victore | Artist | Author | Mentor BIO: James Victore is a creative thought leader guiding, and helping people find their purpose, is known for his provocative style as a graphic designer, art educator and dynamic speaker. As well as founding his own design studio, James spent many years teaching at the School of Visual Arts in New York City. He now lives, loves, and works in small-town Texa...

Ben Johnson | Business Coach | Writer | Podcaster | BIO: Ben helps a growing community of agitators, innovators and marketing misfits transform their organizations, and create positive impact and useful companies. Ben host a podcast called Peripheral Thinking: his blog, podcast and youtube channel: to inspire you with ideas and thinking from the periphery: be its ancient wisdom, indigenous thought...

Elaine King MBA, CFP®, CDFA™, CFBA, ACC | Author | Financial Planner BIO: Elaine King has worked with more than 1,200 families creating practical and actionable strategies focused on wealth planning, financial education, succession planning, social impact, and family governance. Elaine has an advanced certificate in Family Business Advising (ACFBA) and is a certified financial planner™ professiona...

Mary Martin, Ph. D. | Author | Mindfulness for Financial Advisors BIO: Mary is a decades-long meditator, trauma-sensitive mindfulness educator and guide. That means she educates people of all ages about mindfulness and its many benefits and guides them in developing their own mindfulness practice. She has been committed to teaching mindfulness since she became a parent in 2010. Mary has a doctoral...

Dr. Michael Collins | Faculty Director | Professor | Family Economics Specialist BIO: J. Michael Collins is the faculty director of the Center for Financial Security at the University of Wisconsin, Madison. He is the Fetzer Family Chair in Consumer & Personal Finance in the School of Human Ecology, a Professor at the La Follette School of Public Affairs, a family economics specialist for the Divis...

With Will Rainey | Award-Winning Author | BIO: Will Rainey is a writer and speaker focused on helping parents teach their kids about money. He is the author of the children's book, Grandpa's Fortune Fables. His work has appeared in the Financial Times, iNews and The National News. His website, bluetreesavings.com, has helped thousands of parents start talking to their kids about money. He has been...

Jacob Wagner CDMP | Co-founded the What is Finology? | Founder of Digital Marketing 4FP | BIO: Jake is the driving force behind getting Financial Planning 3.0 published and on bookshelves. Since Dick’s passing, he has maintained the vision and drive to get the What is Finology project to be what it is today. He has a strong internal understanding of Dick Wagner’s body of work. Jake has studied cur...

Carl Richards CFP® | Author | Creator | Sketch Guy Column BIO: Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around...

Dr. Antonio Harrison (Coach Doc) Ph. D. | Professor | Behavioural Scientist | Coach | Creator | Warrior BIO: Dr. Antonio Harrison, a.k.a Coach Doc, was born and raised in Pasadena, CA. He is a loving husband and father of 3 boys. Coach Doc has spent his life in the world of Sports and Fitness. He began his journey as a Junior Olympic Swimmer who then fell in love with basketball, football, and tra...

Mac Gardner CFP® | Founder and Chief Education Officer | Author | BIO: Mac Gardner, CFP® - Founder and Chief Education Officer - has served in the Financial Services industry for over 20 years.  His passion for educating others led him to publish two books, "Motivate Your Money!" and "The Four Money Bears". As the Founder and Chief Education Officer of FinLit Tech he works to build a bridge betwee...

Dominique Henderson CFP | Financial Planner | Speaker | Author BIO: Dominique J. Henderson, Sr. began serving the financial industry in 1998. Hisa personal mission statement is: R.E.A.L. financial advice has the ability tochange family trees, and everyone deserves an opportunity to change theirfamily tree. As 2x founder, Dominique spends his time helping both consumers andproviders of financial se...

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 recurr...

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...

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 mone...

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, workingwome...

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 wor...

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 add...

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...

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 Sto...

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 wi...

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 refo...

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 psyc...

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 wellbe...

With Dr. Charles Chaffin | Author | Researcher | Educator BIO: Charles Chaffin is a consultant, researcher, and educator focusing on a variety of topics related to financial planning. He works at the intersection of cognitive psychology, education, and financial planning. For 12 years, he served as Director of Academic Initiatives at CFP Board Center, leading research activities including the Acad...