The Most Hated F-Word

With Dr. Daniel Crosby | Chief Behavioural Finance Office | New York Times Best Selling Author BIO: Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a Ne...

With Dr. Ryan Clements | Financial Inclusion Researcher | Assistant Professor | Chair in Business Law and Regulation Highlights: Why do we have unbanked and under banked people in Canada? Why it is our society’s responsibility to focus on financial inclusionwhy The benefits of having a society where everyone receives fair and assessable access to financial institutionsWhat is the future of open ba...

With Dr. Robert Biswas-Diener | Positive Psychologist | Author | Instructor | BIO: Dr. Robert Biswas-Diener is widely known as the “Indiana Jones of Positive Psychology” because his research has taken him to such far-flung places as Greenland, India, Kenya, and Israel. He is a leading authority on strengths, culture, courage, and happiness and known for his pioneering work in the application of po...

With Dr. Preston Cherry Ph. D. | Financial Planner | Researcher | Speaker | Professor | Cool Uncle BIO: Dr. Cherry is the Founder & President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving households and business owners across generational lines. Concurrent Financial Planning specifically partners W.I.T.H. individuals that possess the motivation to change an...

With Oliver Burkeman | Author | Writer | Journalist Highlights: How "time management" as we know it, can perhaps be damaging our relationship with timeThe benefits of actually taking "leisure" timeThe link between happiness, money and timePaying for distractions with our time Links: Oliver's newest book: Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman CLICK HEREOliver's other b...

With Lauryn Williams | 4 Time Olympian | 3 Time Olympic Medallist | Financial Planner | Author BIO: Lauryn Williams is a 4-time Olympian, 3-time Olympic medallist and the first Americanwoman to medal in both the Summer and Winter Olympic Games. Her company, WorthWinning, offers virtual services to help young professionals get the answers to the financialquestions that matter most to them. Highligh...

With Shaun Maslyk CFP, B.Comm | Financial Wellness Advocate | Podcaster | Father Highlights: How can we flourish beyond our financesHow subjective well-being relates to moneyHow psychological well-being relates to moneyWhat, if any, links do money and happiness have? How we can integrate positive psychology into our money livesUtilizing the PERMA model to flourish beyond our financesHow the Three...

With Kelley Keehn | Award-Winning Author & Speaker | Financial Educator BIO Kelley Keehn’s middle name is money and her mission is to make Canadians feel good about it.  A veteran in the industry, she’s spent fifteen years as a personal financial educator and over a decade as a financial professional, and she’s learned that everyone has money problems. That’s as true for millionaires as it is for...

With Dr. James Otteson | Philosopher | Economist | Author | Professor

With Robin Taub | Professional Speaker | Author | Youth Financial Literacy Expert BIO: A Chartered Professional Accountant by training, Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives. Today, she’s a professional speaker and the author of The Wisest Investment, an update of the bestselling A Parent’s Guide to Raising Money-Smart Ki...

With Arjan Erkel | Speaker | Author | Freedom Fighter | Founder of Free A Girl BIO For almost two years Arjan Erkel was kidnapped by masked Islamic rebels in Dagestan, Russia. It was a nightmare he never expected to live through, but once he was in the middle of it, he learned how to cope with his new circumstances. His unique story about survival, his quest for freedom and his powerful recovery i...

With Jessica Moorhouse | Money Expert | Speaker | Writer | Host of the More Money Podcast BIO: Jessica Moorhouse is a money expert, Accredited Financial Counsellor Canada®, speaker, award-winning personal finance blogger and host of the popular More Money Podcast.  Jessica is the go-to millennial money expert in Canada, having been quoted in the media hundreds of times in addition to being a regul...

With Brian Portnoy Founder of Shaping Wealth | Author | Entrepreneur | Educator Brian is on a mission to provide funded contentment for everyone…..enjoy! Highlights: Why we need a better financial map with a truer compass? The difference between being rich and wealthy? How to underwrite a meaningful life? When good enough is good enough pertaining to investingWe talk about Brian’s road map to livi...

With Louisa Jewell, MAPP | Speaker, Author, Expert in Workplace Well-being BIO: Louisa Jewell is the Founder and President of the Canadian Positive Psychology Association and author of the book Wire Your Brain for Confidence: The Science of Conquering Self-Doubt. She is also the host of the Audible Originals podcast The Awesome Project launching worldwide on June 16th.  Louisa regularly contribute...

With Dr. Robin Raniero Norris Ph. D. | Therapist | Founder of Windward Optimal Health Dr. Robin Raniero Norris has been a marriage and family therapist for 20 years.  She uses a strength-based approach with individuals, couples, and families in which money is a subject.  Topics she has assisted clients with have included beginning budgeting behaviors, multigenerational finance decisions, and new o...

With Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc Bio: Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications...

With Dr. Martin Seay Ph. D. | Department Head and Professor of Financial Planning BIO: Martin Seay, Ph. D., CFP®, is an Associate Professor of Personal Financial Planning at Kansas State University, where he teaches in the CFP Board registered undergraduate and Ph. D. programs. His research has been recognized by the Financial Planning Association FPA Annual Conference, the CFP Board of Standards...

Andrew Hallam | Personal Finance Speaker, International Bestselling Author and Investment Writer Highlights How we all trade our time for moneyWhy bland long-term investing WORKS!Why conquering the enemy in the mirror is THE best investment adviceHear Andrew’s definition of wealthWhy knowing too much about investing CAN be more harmfulHow to spend like a millionaire…..this one will surprise you! W...

with Amanda Clayman | Psychotherapist | Coach specializing in Financial Wellness BIO: Amanda Clayman is widely recognized as a leader in the field of financial therapy. Her approach as a clinician is to decode how thoughts, feelings, and associations shape our financial choices and identify how those patterns both serve and limit us. Her work has been featured in such media outlets as CNBC, Fox Ne...

With Dr. Ashley LeBaron-Black | Instructor | Researcher Bio: Dr. Ashley LeBaron-Black is an Assistant Professor of Family Life at Brigham Young University in Provo, Utah. She received her Ph. D. in Family Studies and Human Development from the University of Arizona. Her research focus is family finance, including couple finance and financial socialization. Ashley has published 27 peer-reviewed art...

With Sarah D. Asebedo, Ph. D., CFP® | Financial Planning Researcher | Author | Educator | Speaker BIO: Sarah D. Asebedo, Ph. D., CFP®, is an experienced researcher, teacher, and practitioner in financial planning. She is currently spearheading research focused on the application of positive psychology to financial planning, financial behaviour change and many other topics. Her work has been publis...

With Carrie Rattle | MBA, CDFA, AFC | Financial Therapist/Coach & Compulsive Shopping Specialist BIO: Carrie is a 30-year veteran executive of the financial industry, working in both Canada and the U.S, as well as abroad.  She is also a Certified Divorce Financial Analyst (CDFA) and an Accredited Financial Counselor (AFC), the only financial coaching designation recognized by FINRA.  Carrie sits o...

With Caron Matthews | CPA | Money Coach and Root Hub | Musician This episode was pure magic. Caron is an amazing, powerful and inspiring woman. Highlights: During this episode, Caron shares her powerful story, her money story. You will hear Caron's journey from recognizing her money story to accepting it and now embracing it. Caron's mission is to help women improve their relationship with money a...

With Dr. Axton Betz-Hamilton | Professor/Author/Speaker BIO: Axton Betz-Hamilton is an expert in identity theft, having a personal experience that she's now turned into a career. Axton has made understanding the nuances of identity theft her life's work. She frequently speaks on this topic at conferences and has won multiple awards for her research, teaching, and service. She is the author of the...

With Shaun Maslyk | CFP | Financial Wellness Advocate