The Most Hated F-Word

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 profession...

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, intera...

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 ev...

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 p...

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 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...

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 i...

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...

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 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 best...

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 Directo...

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...

With Frederick Kaufman Ph. D. | Professor | Author | BIO: Fred is an English professor by training and for the past decade focused his attention on the fiction that is money. His unorthodox insights into the ways of Wall Street have resulted in numerous magazine articles for publications ranging from Scientific American to Wired to Foreign Policy to Harper’s, as well as television appearances on N...

With Gull Khan | Money Mindset Expert | Energy Healer | Author | Speaker Highlights: What is energy healing and how it can help you with your relationship with moneyWhy having a money avatar is criticalHow to change the family narrative's around money What financial freedom looks and feels likeThe importance of mindset when it comes to money LINKS: Free Gift: https://www.abundancemindsetmakeover.c...

With Nathan Astle | Financial Therapist | Couples and Family Therapist | Founder of Relational Money BIO: Nathan Astle, M.S., LMFT-T is a couples and family therapist with a focus in financial therapy. He has clinical and research focus in couples and financial conflict, financial trauma, and intimate partner violence. He currently serves on the board of directors for the Financial Therapy Associa...

With Jamie Bosse | Financial Planner | Author | Speaker | Mother BIO: Jamie works with clients to help them "Master What's Next" by clarifying their goals, creating a financial plan, and taking action. She helps her clients maneuver through life's transitions and overcomes and anticipates any potential roadblocks along the way.  In 2020, Jamie was named to the Investment News 40 Under 40 list. Jam...

With Joyce Marter | Psychotherapist | Entrepreneur | Author | Speaker BIO: Joyce Marter, a psychotherapist entrepreneur, author, and speaker who has helped millions take control and lead abundant and joyful lives. Joyce has been a Licensed Clinical Professional Counselor since 1998 and is an expert in self-esteem, mindfulness and career development. Joyce is the Founder of Urban Balance, a counsel...

With Colin Ryan | Comedic Financial Speaker | Executive Presence Coach | Author BIO: Featured everywhere from NPR to Moth Radio Hour and Reader’s Digest, Colin Ryan is a nationally in-demand, award-winning comedic financial speaker, author, and educator with the background of a professional comedian and storyteller. To date Colin has spoken to over 500,000 students and adults across North America,...

With Jason Pereira MBA, CFP, CFA | Personal Finance & Fintech Expert | Writer | Podcaster BIO: Personal Finance & Fintech Expert, Writer, Podcaster, & Broadcaster, Public Speaker, Industry Thought Leader. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, spe...

With Sachin Patel | Founder/CEO of The Living Proof Institute | Father BIO: Sachin Patel is a father, husband, philanthropist, functional medicine practise success coach, speaker, author, and plant medicine advocate. Sachin is convinced that “the doctor of the future is the patient,” and he has committed himself to help others raise their consciousness, activate their inner doctor, and initiate th...

With Greg Davies | Expert in Applied Behavioural Science | BIO: Globally recognized expert in applied decision science, behavioural finance, and financial wellbeing, as well as a specialist in both the theory and practice of risk profiling. Greg started the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays. In 2017 Greg joined Oxford Risk to lead the d...

With William Green | Author | Journalist BIO: William Green is an author and journalist, 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 Green has written for many leading publications in the US and Europe, including The New Yorker, Time, Fortune, Forbes...

By Dan Solin | President at Solin Strategic LLC | Author | Evidence Based Advisor Marketing BIO: Dan Solin is the New York Times bestselling author of the Smartest series of investing books and The Smartest Sales Book You’ll Ever Read. Dan’s books have been widely praised by The New York Times, The Wall Street Journal, The Library Journal, Vanguard co-founder John Bogle and many financial columnis...

With Dr. Megan McCoy, Ph. D., LMFT, AFC®, CFT-I™ | Professor of Practice | Financial Therapist | Researcher | Speaker BIO: Dr. Megan McCoy; is a licensed Marriage and Family Therapist and a Certified Financial Therapist-I. She is also a Professor of Practice at Kansas State University, where she serve as the Director of the Financial Planning Masters Program and key faculty in the Financial Therap...

With Ed Coambs CFP®, LMFT, CFT-I™ | Author | Speaker | Financial Therapist Highlights: How to understand you have an attachment system - usually it's unconsciousHow to understand our origin money storiesWhat are the primary branches of attachmentHow to understand your partner's money storyWhy is it so important to develop financial maturity? How can we write a new money story? Links: Ed's website:...