Collective Wealth
52 episodes - English - Latest episode: about 3 years ago -The un-boring money podcast that will motivate and inspire you to achieve financial freedom. Join money expert and Certified Financial Counsellor Stephanie Wolfe and her guests as they share fresh ideas and stories about how to pay off debt, manage your money, and invest.
For financial resources, visit www.wolfecollectivewealth.com
Got a money question for Stephanie? Submit it to: [email protected]
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Episodes
S4E47 How to Financially Prepare for Divorce
March 15, 2021 11:00 - 36 minutes - 27.5 MBThe financial implications of divorce can be devastating if you’re not prepared. Katie VandenBerg is a Divorce Specialist who helps women with the emotional and financial aspects of managing a separation. Katie shares with us: How to financially prepare for a divorce Advice to manage the overwhelm of the emotional trauma experienced during a divorce The years it took for her and her (second) husband to openly discuss and manage money together The importance of financial literacy and k...
BONUS Episode: Economic Equality with Laura Reinholz, BMO for Women
March 08, 2021 11:30 - 43 minutes - 41.2 MBDo women need separate financial products designed for them? How will organizations and governments effect real change? What can women (and men) do right now to further support economic equality? How will climate change further disrupt gender equality? International Women's Day is a global day celebrating the social, economic, cultural and political achievements of women. While COVID-19 highlighted some of the successful accomplishments of women in leadership, we also saw the deeply root...
S4 E45 The Psychology of Money with Lesley-Anne Scorgie
February 22, 2021 12:00 - 38 minutes - 31.8 MBMastering your money has little to do with math, but rather how you think about it. Today’s guest is Lesley-Anne Scorgie, an author, speaker, personal finance consultant, and the founder of Me Vest. She appeared on the Oprah Winfrey show at 17 years old after an interview at a local newspaper was picked up by the iconic network. Shortly after the show aired, Lesley-Anne’s career in personal finance exploded and she wrote her first book, Rich by Thirty: Your Guide to Financial Success. Les...
S4 E44: Healing Your Relationship With Money
February 15, 2021 12:00 - 50 minutes - 32.5 MBYour relationship with money is often driven by your inner belief system that you hold onto throughout your life. Sometimes, you need to release those beliefs to live a life of abundance, and energy work can support that. We're digging into the depths of our thought patterns today with guest Jeana Locke. Jeana holds a Ph.D in Applied Behavior Studies in Education and has several certifications in eastern medicine including Emotion Code and Akashic Records. She is a Transformational Life C...
S4 E43: Why I don't buy mutual funds (Canadian edition)
February 08, 2021 12:00 - 23 minutes - 25.8 MBStephanie discusses her personal investment choices and shares a shocking fact that many Canadians are completely unaware of when it comes to their long term investing goals. SHOW LINKS: Access Larry Bates T-Rex Score here Visit my website: www.wolfecollectivewealth.com Sign up for the FREE Investing for Beginner's Masterclass here Learn about my 90-Day Signature Coaching Program LET'S CONNECT: Follow me on Instagram for daily financial inspiration and be sure to take a screensho...
S4 E42: Buying, Selling, and Investing in Real Estate
February 01, 2021 12:00 - 30 minutes - 27.3 MBThe real estate market is HOT and interest rates are LOW…and COVID has given all of us cabin fever. Sylvia Smith, a realtor at Forest Hill Elite talks to us about buying, selling and investing in real estate during a pandemic: Rent versus owning: which is better for you? House hacking ideas for first time home-buyers ready to jump into real estate Hot tips for those considering real estate as an investment Rookie mistakes she’s seen with first time home-buyers Show Notes: Find...
S4 E41: How to Master Your Money in 2021
January 27, 2021 17:00 - 14 minutes - 16.9 MBHappy new year and welcome to season 4 of the Collective Wealth podcast! New year, New (financial) You? Stephanie reflects on the year that was 2020 and the proven lessons it taught us about money management and investing. Time to hit the re-set button and talk money. In this episode: The one thing Stephanie does each year when setting new financial goals Increase your income: how to negotiate for a raise during a pandemic 4 personal finance tips you can implement right now if you ...
S3 E40: Doubt, fear and frauds: How to spot imposter syndrome and kick it to the curb
December 14, 2020 12:00 - 1 hour - 46.7 MBDo you think your accomplishments and success are because of luck, chance, connection or appearance? Do you feel that others are smarter or work harder than you? Are you afraid of making a mistake? Imposter syndrome and wealth creation are closely connected and can show up at any time in your life. This is a live recording from the Women in Wealth Conference Management event where I joined Christine Laperriere and Dr. Jessica Metcalfe to discuss how you break free from self-doubt and self...
S3 E39: How To Create a Squeaky-Clean Investment Portfolio
November 30, 2020 11:30 - 39 minutes - 36.1 MBTim Nash is the founder of Good Investing. He received his Masters of Sustainability in Sweden back 2007/8 and has spent the last decade empowering investors to align their investment choices with their values. We discuss his climate change stand-offs with Kevin O'Leary on BNN and chat about the influence of the U.S. election on corporate and economic sustainability. We also dig into his beliefs about the early transition we are in when it comes to ESG going mainstream. Plus, he gives us...
S3 E38: A Better Way To Give This Holiday Season
November 23, 2020 12:00 - 21 minutes - 19.2 MB"Socially Responsible Sipping" is a term coined by Erin Malecki, the founder of Sip Well, Do Good. Inspired by the events of 2020, she wanted to find a way to celebrate socially responsible beverage companies and support charitable organizations with similar missions. The ripple effect from her business will support local businesses and positively impact non-profits that are struggling to keep their doors open during these difficult times. Sip Well, Do Good ships the boxes of wine dir...
S3 E37: A New Way To Invest For Social Justice
November 16, 2020 11:30 - 33 minutes - 28.4 MBIt is beyond time that we dismantle systematic racism and inequality in business practices and policies. Investing with intention has gone mainstream, which means there’s more choice than ever before for investors to double-down on the values they care about. Social justice is a priority for many Canadians, and in fact, 71% of Canadians wants their fund managers to engage with Canadian companies to encourage diversity in leadership. The data on these companies, however, can be difficult...
S3 E36: Supporting Social Cause With Cannabis
November 02, 2020 12:00 - 33 minutes - 23.4 MBTrang Trinh is the CEO and Founding Director of TREC Brands, a Toronto-based cannabis company rooted in values. They are committed to making a social impact by donating ten percent back into the communities they operate in. TREC stands for Trust, Respect, Equality, and Compassion, and underpins all areas of the company’s operations, including female empowerment and trust with their consumers and shareholders. Trang is a trailblazer and hopes that her work will pave the way for others to...
S3 E35: Climate Change: Investing for a Sustainable Future with guest Hail Yang from BlackRock
October 26, 2020 10:30 - 32 minutes - 27.4 MBLearn how the world's largest asset manager, BlackRock, is influencing corporations around the world to go green and what that means for your investment portfolio. My guest Hail Yang, CFA, CPA is VP at BlackRock Canada who shares with us: Why they believe that owning sustainable investments will provide the strongest foundation for investors going forward The enormous reallocation of capital that's about to occur towards sustainable companies How ESG brings a holistic view to corporat...
S3 E34: How Your Purchasing Power Can Make An Impact For Good
October 19, 2020 10:30 - 27 minutes - 26.8 MBHave you ever attended an event and thought about how much waste was created? Or have you ever wondered if your business could be more sustainable? With Covid-19, we've collectively been forced to hit pause and reflect on how we currently live our lives, and what we want to change. Season 3 of the Collective Wealth Podcast is focused on sustainability and making a positive impact in how we earn, spend, and invest our money. My guest today is Romina Kwong, founder of Eco-Friendly Events,...
S3 E33: Finding Your Purpose Driven Career
October 12, 2020 22:30 - 30 minutes - 25.6 MBAmada Armstrong believes that we should all strive for a career that positively impacts the world. Amanda is the founder of Athari, a social enterprise that uses a sustainable for-profit business model to make a massive impact in the world. Athari coaches womxn and young people to land their dream jobs and dream clients, and build successful purpose driven careers. A portion of her business profits supports university students in Kenya, and Amanda shares with us how she is using her privil...
S3 E32: David Rutherford from NEI Investments
October 05, 2020 10:30 - 44 minutes - 36.9 MBWhat is Responsible Investing and how do you do it? NEI Investments is Canada's legacy firm that took an early interest in sustainable investing over 30 years ago. David Rutherford, VP of ESG Services at NEI speaks to me about the accelerated purpose-driven movement underway. We discuss: How ESG has "grown-up" in Canada and the world factors that have changed how we regard investing for good What an investor should look for when deciding to invest in sustainable or impact funds Why y...
S2E31: There's Still Time Left To Crush Your 2020 Money Goals
August 17, 2020 11:00 - 27 minutes - 26.4 MBThere's still time left this year to reach your money goals and start building real wealth. This motivating episode is loaded with content to help you reach financial success! Stephanie ends Season 2 with this final Q&A segment and shares: The single most important exercise you can do today to help you find more money (and start to invest!) When is the best time to start to invest Investment strategies to help you manage your emotions Key differences between online brokerage accou...
S2 E30: Do You Self Sabotage When It Comes To Making Money?
August 03, 2020 11:00 - 40 minutes - 35.1 MBDr. Jessica E. Metcalfe is a Dentist at Princess Margaret Cancer Centre in the Department of Dental Oncology and Maxillofacial Prosthetics. Dr. Metcalfe has always been ambitious and driven and yet she felt like a fraud or the fear of being found out. What she learned is that these are common thoughts associated with The Impostor Phenomenon (IP). There is a close connection between IP and how women can create more wealth. Dr. Metcalfe helps us uncover some of the common behaviours that le...
S2 E29: Debunking Common Insurance Myths with Cindy Marques, CFP
July 20, 2020 11:00 - 35 minutes - 30.4 MBCindy Marques is a certified financial planner who helps millennials ditch debt, manage cash flow, and build their wealth. She also has a great sense of humor, which helps as we discuss the often overlooked topic of insurance. It can be boring and confusing, but insurance is a necessary part of your financial plan. Cindy makes it easy to understand and breaks down what you should consider when buying. Plus, we chat about our quarantine activities, and Cindy shares some excellent advice for m...
3 Biggest TFSA Mistakes (And How To Avoid Them)
July 13, 2020 11:00 - 13 minutes - 10.9 MBAsk Stephanie is back! Stephanie shares real-life client stories to help explain and debunk common misconceptions about the Tax-Free Savings Account (TFSA) and how to avoid making mistakes that can impact your ability to build wealth over time. Got a question for Stephanie? Send it to [email protected] or follow her on Instagram @wolfecollectivewealth and send her a direct message.
S2 E27: How To Spend In Alignment With Your Values, Not Your Ego
July 06, 2020 11:00 - 45 minutes - 39.6 MBDon't count on Chelsea Galicia for an inspiring rags-to-riches story. She doesn't have one. She wasn't just comfortable growing up, she had a front-row view to the building of a mini-empire. From her vantage point, Chelsea saw what it took to run profitable multi-million dollar businesses that maintained growth for decades. On the flip side of this incredible insider view, she saw the darker sides of success, up close and personal. Today, Chelsea teaches small and solo business owners ...
S2 E27: Ditch Your Ego To Find Financial Joy
July 06, 2020 11:00 - 45 minutes - 39.6 MBDon't count on Chelsea Galicia for an inspiring rags-to-riches story. She doesn't have one. She wasn't just comfortable growing up, she had a front-row view to the building of a mini-empire. From her vantage point, Chelsea saw what it took to run profitable multi-million dollar businesses that maintained growth for decades. On the flip side of this incredible insider view, she saw the darker sides of success, up close and personal. Today, Chelsea teaches small and solo business owners ...
S2 E26: How To Intentionally Invest In A Wardrobe For Your Lifestyle
June 29, 2020 11:00 - 44 minutes - 35.7 MBAfter losing her mother to cancer, Christie Ressel underwent a period of transformation that led her to deeply understand how your personal self worth can be expressed through fashion. She realized that confidence comes from how we feel, and if we can express ourselves freely, we will hold our head higher and smile more broadly. There are parallels to be found between fashion and finance, as both can help women find confidence and empowerment. But how much should you spend on your wardro...
S2 E26: How To Dress According To Your Income
June 29, 2020 11:00 - 44 minutes - 35.7 MBAfter losing her mother to cancer, Christie Ressel underwent a period of transformation that led her to deeply understand how your personal self worth can be expressed through fashion. She realized that confidence comes from how we feel, and if we can express ourselves freely, we will hold our head higher and smile more broadly. There are parallels to be found between fashion and finance, as both can help women find confidence and empowerment. But how much should you spend on your wardro...
S2 E25: How Your Money Attitude Can Change Your Life
June 22, 2020 11:00 - 38 minutes - 34.1 MBI met Bruce years ago and he is a huge inspiration for the work I do today. He has a dynamic energy that makes money talk contagious and having him on the show is a privilege. Bruce is one of those people whose genuine interest in others makes him one of the easiest guys to chat with and in this episode, Bruce opens up about his childhood experiences with money and how it’s shaped who he is today. He also reveals the best way to talk to your kids about money, and we discuss how his money a...
S2 E25: How Your Money Attitude Can Change Your Life with Bruce Sellery
June 22, 2020 11:00 - 38 minutes - 34.1 MBI met Bruce years ago and he is a huge inspiration for the work I do today. He has a dynamic energy that makes money talk contagious and having him on the show is a privilege. Bruce is one of those people whose genuine interest in others makes him one of the easiest guys to chat with and in this episode, Bruce opens up about his childhood experiences with money and how it’s shaped who he is today. He also reveals the best way to talk to your kids about money, and we discuss how his money a...
S2 E24: Before You Die, Do This One Thing
May 30, 2020 21:04 - 36 minutes - 30.9 MBErin Bury knows how to build companies. She is an entrepreneur, speaker, startup advisor, and former technology journalist, and is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes. Our conversation gets personal as Erin and I discuss entrepreneurship and managing money with our spouses. She also shares and her childhood experiences with money that have shaped who she is today. And of course, w...
S2E23: Social Impact Investing With Women-Led Businesses
May 18, 2020 19:11 - 39 minutes - 29.2 MBFrustrated because she couldn’t find any women-owned businesses to spend her money on is what inspired my guest, Sophia, to get to work. She created a contact list of female business owners and posted them on the web. Two years later, femmebought is now an online women’s business directory, community, and education hub that gives female entrepreneurs the tools required to grow their businesses. It’s also a place for those who want to directly invest in social impact with women-led business...
S1E22 Laura Reinholz, BMO for Women
March 20, 2020 18:33 - 38 minutes - 34 MBLaura Reinholtz is the Director of Bank of Montreal’s division that supports female business owners. The original intent of our interview was to celebrate International Women’s Day, but as Coronovirus was declared a pandemic, we decided to pivot our conversation. Laura and I discuss what the bank is doing right now to help clients, and how they plan to focus on offering mental health support for managers and business owners in the coming months. Plus, Laura shares her personal experience wi...
Ask Stephanie with co-host guest Robert Duncan
March 20, 2020 15:52 - 31 minutes - 29 MBRobert Duncan joins me for a special episode of Ask Stephanie as we discuss the impact of COVID-19 on the markets and your investment portfolio and what you can do right now to manage as best as possible. We're both parents and this is a very honest conversation about our personal lives with social distancing and working from home. Rob is SVP Institutional Strategy and Portfolio Manager at Forstrong Global Asset Management and offers great insights on: The difference between the 2008 cri...
S1E20 The Real Truth About Women and Wealth
March 16, 2020 10:30 - 32 minutes - 25 MBOzy Camacho knows a thing or two about the money habits of Canadians. She's a partner at Credo Consulting, a research firm that speaks to hundreds of Canadians each month to understand what's driving them to make the decisions they make when it comes to investing. Her research has shown that there is a stark difference between how women and men invest, and unfortunately, it's not helping women improve their financial situation. We discuss the common mistakes women make when it comes to ...
S1E19: Ask Stephanie with Co-Host Guest Bryan Borzykowski
March 11, 2020 10:30 - 23 minutes - 19.9 MBDo you think you can predict the future? The stock market is panicked and there's a mixed bag of economic indicators that *could* lead to a market downturn, but honestly, no one knows. Bryan Borzykowski, business and financial journalist, joins Stephanie to answer a question on why the NYSE halted trading on Monday. Plus, they share what they're doing with their investment portfolios right now and offer tips on what you should consider at times of uncertainty when it comes to your money.
S1E18: Women are rocking their money, but still need to embrace ownership
March 09, 2020 02:12 - 35 minutes - 29 MBLearn more: www.strategymarketing.ca #eachforequal #IWD2020 Women currently control 33% of the wealth in Canada, which is expected to increase to 46% within the next 4 years. The problem? They're not getting what they want when it comes to money management. Judy Paradi and Paulette Filion are thought leaders in marketing to women. They're on a mission to help the traditionally male-dominated financial services industry learn how to speak to women about wealth. We kick-off Internat...
S1E17: Ask Stephanie: Financial freak-outs: what to do when the market goes crazy
March 04, 2020 11:30 - 14 minutes - 11.3 MBMarkets go up, markets go down - what's a gal to do? Stephanie talks about how you can wrangle the two most common emotional freak-outs when the market panics, and the difference between a market correction and a bear market (without the jargon).
S1E16: From Pampers to Patents: Alison Brett, Inventor of Clasp Magic™
March 02, 2020 11:30 - 43 minutes - 31.2 MBIt’s difficult to juggle parenting with your career, but what’s it like to be an inventor with four young children as well? Alison Brett is a former kindergarten teacher turned inventor of Clasp Magic, a device that quickly attaches bracelets to your wrist. We talk about the financial expense of launching a new product invention to market and learn how losing an expensive prototype in the midst of a Kickstarter Campaign had her boarding a plane to China to find another solution. Alison w...
S1E15: Ask Stephanie: The Top 3 Investing Myths
February 26, 2020 11:30 - 16 minutes - 14.9 MBInvesting myths holding you back from making massive change happen in your life? I debunk the top 3 myths that I most often hear from women about why they aren’t investing in their financial future. I explain: - why investing is not gambling - why women make for great investors - the one simple secret to investing Resources: www.wolfecollectivewealth.com Ready To Invest Checklist: https://www.wolfecollectivewealth.com/pl/143853
S1E14: Find Financial Freedom and Master Your Money Mindset
February 24, 2020 11:30 - 40 minutes - 33.7 MBAre you the type of person that freaks out when it comes to money? Do you want to be able to gain control over those feeling around your cash? Look no further than this episode to help you master your moola. Tess Wicks is a Wealth and Mindset coach and the founder of Wander Wealthy, a company she founded after retiring from her profession as an actuary. I've been a fan of Tess's for a while now and I can say with certainty she is a pro. She specialises in helping online coaches and servi...
S1E13 Ask Stephanie: Should you get a small business loan?
February 19, 2020 11:30 - 15 minutes - 14.8 MBGot a question? Send it through to [email protected] Access your free Abundance Mindset Worksheet here: https://www.wolfecollectivewealth.com/pl/145253
S1E12: How To Be Happy With The Life You Have Created
February 17, 2020 11:30 - 36 minutes - 33.8 MBChristine is the Founder of Leader In Motion, an executive coaching company where she and works to help leaders realize their full potential. In addition to her graduate degree in mechanical engineering, she holds numerous certifications, including transformative coaching, neuro-linguistic programming, psychotherapy, and more. Do you need an emotional real estate break? Christine is hosting a retreat in June: https://leaderinmotion.com/events/ --- Access the Amplify from Within Virtual...
S1E11: Ask Stephanie: Show Your Money Some Love
February 12, 2020 11:30 - 11 minutes - 10.8 MBToday's show is in honor of Valentine's Day, plus the first book winner is announced! Was it you? Shownotes: 7 Minute Money Hack Free Discovery Call
S1E10: How the banks get rich (and why you aren't)
February 10, 2020 11:20 - 35 minutes - 36.5 MBHave you ever wondered how the big banks and investment firms really make their money? My guest Larry Bates spent 30 years working for some of the world’s most powerful banks, and in his tell-all book, Beat the Bank, he gives us a peek behind the curtain. The Wolf of Wall Street famously portrayed slick sales tactics that bamboozled investors. With weak security laws and unsuspecting investors, Bay street may not be as innocent as it likes to say it is. Larry warns us to pay attention to...
S1E9: Ask Stephanie: Investing while living abroad and paying advisor fees
February 05, 2020 11:30 - 30 minutes - 26.9 MBSpecial co-host Bryan Borzykowski, business and financial journalist and Founder and Editor of ALLCAPS Content joins Stephanie to answer your money questions related to investing while living abroad, financial fees, and the Canadian home buyers plan.
S1E8: Why Bitcoin Should Not Be Ignored
February 03, 2020 11:45 - 38 minutes - 36.2 MBCurious about bitcoin and want in on the conversation? Elisabeth Préfontaine is the founder of Octonomics, an independent research and consulting firm that is dedicated to financial technology. Elisabeth has been on the front lines of technology innovation in the financial sector for 25 years and is one of very few people who has traded both physical coupon bonds and bitcoin. She has a natural ability to simplify the most complicated topics, and in this episode, she helps us decode what ...
S1E7 Ask Stephanie "Do I save for retirement or pay off my student loan?"
January 27, 2020 19:07 - 12 minutes - 12.3 MBWhen do I start to save for retirement, and what's the best way to do it? Should I have an RRSP and a TFSA? Answering these questions and more about your retirement and saving for future you on today's episode of Ask Stephanie. If you have a money question and need an answer, send it to [email protected].
S1E6: Don't Make These Tax Mistakes As a Small Business Owner
January 26, 2020 21:43 - 20 minutes - 20.5 MBIn this world nothing can be said to certain, except death and taxes. The dreadful quote remains true to this day, but my guest Lina De Luca offers a refreshing take on how to manage our taxes. She dishes on simple tax tips that will keep you organized for 2019 and beyond and tells us about the worst tax fiasco she’s had to manage. Plus, we discuss how she made the decision to strike out on her own and the challenges of managing a flourishing company with a newborn baby and toddler at h...
S1E6: Preparing for Tax Season as a Small Business Owner
January 26, 2020 21:43 - 20 minutes - 20.5 MBIn this world nothing can be said to certain, except death and taxes. The dreadful quote remains true to this day, but my guest Lina De Luca offers a refreshing take on how to manage our taxes. She dishes on simple tax tips that will keep you organized for 2019 and beyond and tells us about the worst tax fiasco she’s had to manage. Plus, we discuss how she made the decision to strike out on her own and the challenges of managing a flourishing company with a newborn baby and toddler at h...
Ask Stephanie: How can I stick with my financial resolutions?
January 22, 2020 11:00 - 14 minutes - 14.3 MBEver wonder what it takes to turn a goal into an accomplishment? Stephanie answers your money question today with 5 tips on how to successfully stick with your new year's resolutions (without getting frustrated or giving up). SHOW NOTES: Visit Stephanie's website: www.wolfecollectivewealth.com Learn more about the Investing Foundations Formula Coaching Program here LET'S CONNECT: Follow me on Instagram for daily investing and money inspiration. Be sure to take a screenshot of th...
Debt and Depression: The Link Between Mental Health and Wealth
January 20, 2020 11:00 - 28 minutes - 28.1 MBCanadians are drowning in debt, with 47% struggling to cover the cost of living each month and as a nation, now has the highest debt load per household of all G7 countries. Guest Melanie Lockert is the founder of the blog and author of the book, Dear Debt, who chronicled her journey out of $81,000 in student loan debt but struggled with her mental health and depression throughout. Her experience led her to launch her new website, MentalHealthandWealth.com, which highlights the intersecti...
The Link Between Mental Health and Wealth
January 20, 2020 11:00 - 28 minutes - 28.1 MBCanadians are drowning in debt, with 47% struggling to cover the cost of living each month and as a nation, now has the highest debt load per household of all G7 countries. Guest Melanie Lockert is the founder of the blog and author of the book, Dear Debt, who chronicled her journey out of $81,000 in student loan debt but struggled with her mental health and depression throughout. Her experience led her to launch her new website, MentalHealthandWealth.com, which highlights the intersecti...
Investing in Yourself
January 13, 2020 12:30 - 27 minutes - 23 MBDo you have a mentor? Karrie Van Belle is a senior executive in the financial service industry who’s driving diversity and inclusion at every level. In this episode, we discuss the most common challenges women face when advancing their career and how mentorship can help them. We also chat about her passion for financial literacy, and touch on sustainable investing is forcing companies to implement new processes that will positively impact change.