The Most Hated F-Word

Melissa Leong | Money Expert, Best Selling Author, National Media Personality Bio: Melissa Leong is one of Canada’s best-loved authorities on personal finance. She’s a sought-after speaker, national media personality, best-selling author and award-winning writer. She’s the author of the feel-good finance guide, Happy Go Money and is the resident money expert on Canada’s leading daytime talk show,...

Julie Kuzmic BSc | Director of Consumer Advocacy at Equifax Canada Bio: Julie Kuzmic is Director of Consumer Advocacy at Equifax Canada and a recognized authority on consumer credit. She often speaks to industry groups, government, clients and consumers to shed light on the credit lifecycle. In her role leading consumer advocacy within the organization, Julie helps Canadians build credit confidenc...

With Dr. Kristy Archuleta | Professor, Speaker, Author Bio: D. Archuleta is a Professor in financial planning at University Georgie, a speaker, an author, and one of the Financial Therapy Association's founders. Originally trained as a psychologist, licensed marriage and family therapist, Dr. Archuleta has now established herself with an international reputation in the area of financial therapy. T...

With Dr. Moira Somers Ph. D | Financial Psychologist | Author | Speaker Bio: Dr. Somers is a nationally recognized expert on financial psychology with a particular interest in the factors that affect people's financial decisions and actions.  Her book, Advice that Sticks: How to Give Financial Advice that People Will Follow, has become an international bestseller. It tackles, head-on, the problem...

With Dr. Alex Melkumian PsyD, LMFT | Financial Psychologist Bio: Dr. Melkumian is 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 worked with athlet...

With Preet Banerjee and David Lewis Preet's Bio: Originally trained as a neuroscientist, Preet now excels within the world of finance. Preet has been featured on the CBC’s National, The Morning Show on Global, the Globe and Mail, his own youtube channel and his own podcast mostly money. Preet is the founder of a Fintech company called MoneyGaps. David's Bio: David Lewis is the President of Researc...

With Scott Hannah | CEO & President of the Credit Counselling Society Highlights: How Scott’s organization has helped their clients repay over $500,000,000 of debtsScott’s view on how clients can “build courage” to take back control of their moneyWhy having clarity is essential when taking control of your moneyHow consumers can be proactive vs reactiveWhy adding “slack” into our financial lives br...

With Jon Vroman | CEO & Founder of Front Row Dads Bio: Jon Vroman is a husband and father, who also happens to be the founder of FrontRowDads.com and host of the Front Row Dad podcast. His mission is to help high-performing entrepreneurial men be family men with businesses, not businessmen with families. In addition to his business and family, Jon founded FrontRowFoundation.org in 2005, a charity...

With Dr. Michael Gene Thomas PhD | University Lecturer | Founder of Modom Bio: Dr. Michael Gene Thomas is driven to make meaning in the lives of those with the least financial resources. He cares about ensuring that vulnerable populations can access financial planning services—a resource that only the affluent usually enjoy. Michael has a Ph. D. in Financial Planning, is a lecturer at the Universi...

With Dr. Ted Klontz PH.D | Financial Psychologist, Author and Professor Bio: With Dr. Ted Klontz Ph. D. | Financial Psychologist, Author and ProfessorOften referred to as "The People Whisperer". Dr. Ted Klontz is an Associate Professor of Practice and Financial Psychology at Creighton University. He was a founding official of the Financial Therapy Association. He is a pioneer and has been working...

With Errol Doebler | Leadership Consultant, Author, Wim Hof Instructor Bio: Errol Doebler is a 1991 Graduate of the United States Naval Academy. During his time as a Naval Officer, Errol served as Assistant Operations, Assistant Platoon Commander SEAL team four and a Platoon Commander at Seal Team ONE. Errol then joined the Federal Bureau of Investigation (FBI) where he investigated International...

With Robert Brown | Personal Finance Writer, Author and Speaker Bio: Personal finance writer, speaker and enthusiast. Rob is the author of the Canadian bestselling personal finance book “Wealthing Like Rabbits – An Original Introduction to Personal Finance.” Rob has been featured in The Globe and Mail, The National Post, Reader’s Digest, and being a guest on NewsTalk 1010 and MoneyTalks, a BNN per...

With Leisa Peterson, CFP | Author | Money Coach | Podcaster Highlights: Leisa discusses how she gracefully weaves together her 20 years of spiritual teachings with her 20 years of financial experience to create…..the mindful millionaireLeisa discusses her mindful millionaire process of IPROSPERThe mindful millionaire is not just about moneyThe mindful million is about the awakening of possibilityH...

With Dr. Brad Klontz, Ph. D., CFP | Financial Psychologist, Author, Professor Dr. Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University's Heider College of Business. Dr. Klontz has a passion for helping individuals and families understand their views on money. His goal is to a...

Tim Tsai: International Real Estate Investor – Award Winning Mentor – Business Coach Bio: After retiring at the age of 30, Tim began to pursue another goal and passion of his – helping those who are committed to achieving financial freedom do the same. To this day, Tim continues to be an active investor as he believes investing is a "lead by example" venture. With the investment he made in his fin...

Preet Banerjee | Behavioural Finance Expert | Author | Speaker Bio: Originally trained as a neuroscientist and following a brief stint as an aspiring race car driver, Preet now excels within the world of finance. Preet is the founder of a FINTECH company called Money Gaps. Preet was known for his time as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global,...

with James "Mac" McPartland | Executive Coach | Author | Speaker BIO: James Kevin McPartland AKA “Mac”  is an executive coach, author, and keynote speaker. He is the Founder of a training and consulting organization, helping leaders and their teams access breakthrough performance to elevate business results. A long-time student of the science of achievement, James has over 25 years of experience w...

Dr. Matt Goren PhD, CFP | Assistance Professor of Financial Planning Bio: Matt J. Goren, PhD, is an Assistant Professor of Financial Planning at The American College of Financial Services. Goren is an acclaimed teacher and speaker who focuses on the interplay of personal finance and psychology. His personal finance radio show and podcast, Nothing Funny About Money. Goren has worked as a pro bono f...

Dr. Kyle Murray is the Vice Dean and a Professor of Marketing at the Alberta School of Business. He holds a B.Sc. in Psychology and Ph. D. in Marketing and Psychology from the University of Alberta. His research examines human judgment and decision making, using the tools of experimental psychology and behavioural economics to better understand the choices that people make. He has consulted for cl...

With Wealth Psychology Expert, Author and Coach Kathleen Burns Kingsbury Wealth psychology expert Kathleen Burns Kingsbury, founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast, is an internationally published author and speaker. Topics Discussed: Kathleen’s mission to “shatter” money taboosHow we can learn effective communication techniques and how to accept our emotio...

Rick Kahler, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate. He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP®) in South Dakota in 1983 and one of the first Certified Financial Therapist-LeveI I™ in the US and the first in SD. He is c...

Natasha Knox: Speaker, Fee-Only Financial Planner and Financial Educator For me this conversation had three main themes: What is money shame? Finding Aspirational SpendingCreating a Family Vision: For money and lifeRemember "The Three you's" During my conversation with Natasha, I found the following topics very interesting: Money Shame: How money shame can impact everyone. It does not discriminate...

Jerry and Maria Smith are a fantastic couple pursuing financial independence in Canada. Jerry is an engineer while Maria is a full-time teacher. They are accompanied by their one-year old daughter on this journey to financial independence. Their pursuit of financial independence started 5 to 10 years ago. They prioritized their money to buy their freedom. They have managed to pay off all their mor...

Lindsay Bryan-Podvin is a biracial female social worker turned financial therapist, author and speaker. As the first financial speaker in Michigan, she asserts that she "talks about money in a way that doesn't make other people feel gross". She holds a Masters degree in Social work at the University of Michigan and a Bachelor's degree in sociology from Michigan State University. She is the author...

Mark Anielski Economist & Author President and Chief Wellbeing Office of Anielski Management Inc Episode #9 “What is Wealth?” Mark Anielski is the President and Chief Well-being Officer of Anielski Management Inc. an economic consultancy specializing in economics of happiness and well-being. He is also the Chief Wellbeing Economist with the Indigenomics Institute. He has been advising communities...