The Ordered Life

How do you know when it’s time to stop managing your finances alone and start working with an advisor? In this episode we break down the real signs that you’re ready for professional guidance. Drawing on stories about DIY culture, avalanche safety, and investing overconfidence, we explore: Why “a little bit of information” can be dangerous in investing The difference between DIY learning, speculat...

In this episode of The Ordered Life Podcast, we explore what it means to set purpose-oriented financial goals and why a life aimed at meaning will always outperform a life aimed at accumulation. Drawing from philosophy, Catholic wisdom, and real financial experience, we contrast the temptation to measure life by net worth with the deeper call to seek the good. As Anthony puts it, “When it comes to...

In this episode of The Ordered Life Podcast, we explore what it truly means to be a good steward in life, relationships, and finances. Drawing on insights from John Paul II and the Catholic virtue tradition, we unpack how our sense of identity shapes the way we use money, and why detaching self-worth from wealth is essential for living with freedom and purpose. We consider how easily money becomes...

What if money isn’t just a tool for exchange, but a classroom for the soul? In this episode of The Ordered Life Podcast, we explore how money can become a school for stewardship and virtue. Drawing from the wisdom of St. Thomas Aquinas who said “the excess of riches is granted by God to some in order that they may obtain the merits of good stewardship,” the hosts unpack how finances, when rightly...

Freedom is one of life’s greatest gifts but without a clear understanding of the good, it easily becomes confused with self-indulgence. In this episode of The Ordered Life Podcast, we explore the deeper meaning of freedom and its essential connection to charity. Modern culture often defines freedom as “doing whatever you want.” Yet, as St. Thomas Aquinas reminds us that freedom is the ability to d...

Is it uncharitable to invest? Many people wrestle with this question, especially when profit seems to come at someone else’s expense. If you sell an investment because you think it will go down, are you giving someone a bad deal? If you buy something undervalued, are you taking advantage of another person’s misjudgment? This episode takes a thoughtful look at these moral tensions and explores what...

What if your financial goals were built not on fear or ambition, but on faith, hope, and love? In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager) AJ Sanson (Associate Investment Advisor) and Anthony De Lazzari (Associate Investment Advisor) at Serviam Capital at iA Private Wealth, explore how faith, hope, and charity shape a truly ordered approach to life, purpose, and w...

Humility is one of the most misunderstood virtues often mistaken for weakness or low self-esteem. But as St. Thomas Aquinas teaches, humility is a twofold virtue: it moderates pride by pulling us down from being too high, but also lifts us up when we bring ourselves too low. In other words, humility keeps us grounded in truth about ourselves, our gifts, and our talents. In this episode of The Orde...

You don’t need patience when things are easy. It’s forged in the moments that test us most. In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) discuss the virtue of patience and how it helps us endure difficulty, stay faithful to purpose, and remain steady when progress feels...

What does it mean to live magnificently? In this episode of The Ordered Life Podcast, we explore the virtue of magnificence: the habit of directing resources toward great and noble purposes. Unlike liberality, which governs everyday generosity, magnificence is about doing something extraordinary: building, creating, or supporting efforts that extend far beyond the ordinary. Sean Gregory (Portfolio...

What makes a gift truly rich? In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore the virtue of liberality, a way of giving that brings freedom, balance, and purpose to your finances and your life. Drawing from the wisdom of St. Thomas Aquinas, the hosts highlight how liberality is more than generosity: It’s accessible...

What does it mean to live temperance in a culture built on overconsumption? In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore how temperance, the virtue of balance and self-mastery, frees us from excess so we can live with clarity, discipline, and peace. Temperance isn’t about rigid denial; it’s about ordering...

In this episode of The Ordered Life Podcast, hosts Anthony De Lazzari, Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore the deep connection between justice, relationships, and the Serviam ethos. What does it mean to move from a mindset of use to one of self-giving? And why is “Serviam” I will serve, the right foundation for both life and finance? You’ll learn:...

In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore fortitude — the virtue of courage and perseverance. Fortitude is more than physical bravery; it is the moral strength to pursue the good even when fear, setbacks, or sacrifice stand in the way. You’ll learn: How fortitude helps overcome fear of loss, risk, or fa...

In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore prudence: the queen of all virtues. Prudence is more than caution; it is the virtue of practical wisdom, guiding us to make the best possible decisions by aligning intellect, will, and heart. You’ll learn: Why prudence directs all other virtues in both life and...

Welcome to The Ordered Life Podcast, a show about living with purpose, virtue, and financial wisdom. In this introductory episode, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) of Serviam Capital at iA Private Wealth explain what it means to live an ordered life and why money must be seen as a tool that serves the good, not an end in itself. Drawing on the ti...