More Money Podcast
439 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 100 ratingsWant to do more with your money? Then welcome to the More Money Podcast! Canadian money expert, speaker, Accredited Financial Counsellor Canada®, author and podcast host Jessica Moorhouse is here to guide you on your personal finance journey and share the stories, expertise, and wisdom from top money and business experts, entrepreneurs, authors, and content creators to help simplify and demystify the "complex" world of money. On top of learning practical tools you can use in your financial life, she'll also explore topics like money and happiness, the behaviours and systems holding you back, and most importantly, no matter where you're starting from or how much (or little) you have in your bank account, money isn't everything and you are more than your money.
New episodes air every Wednesday. For podcast episode show notes, visit jessicamoorhouse.com/podcast. To enquire about being a guest on a future episode, visit jessicamoorhouse.com/podcastsubmissions.
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Episodes
400 Fighting for a Just Economy - Co-Authors of Fair Shake, Naomi Cahn and Nancy Levit
May 08, 2024 04:05 - 52 minutesUs women have come a long way to close the pay gap... or have we? Legal scholars Naomi Cahn, June Carbone, and Nancy Levit would argue that we are actually further away from pay parity than we think and there is much more work to be done for us to have a just economy. Despite leaning in, getting advanced degrees, and working twice as hard, women's wages are still being eroded and there is still barely any female representation in lucrative industries like tech, finance, and law (as they've pe...
399 The Proven System to Become a Millionaire - Author of Millionaire Mission and Founder and Host of “The Money Guy Show, Brian Preston
May 01, 2024 04:05 - 50 minutesI've been a big fan of Brian Preston and The Money Guy Show for years, so it was so fun having Brian on the show to talk money and discuss his new book Millionaire Mission: A 9-Step System to Level-Up Your Finances and Build Wealth. The reason I was initially drawn to Brian, besides his super friendly demeanour (and that amazing southern accent), is he just tells it like it is. No fluff. No BS. Just damn good financial advice. And that's because he has over 25 years of financial planning expe...
398 Ask Me Anything About Money - Jessica Moorhouse
April 24, 2024 04:05 - 1 hourIt's been over a year since my last solo episode, and oh boy did I have fun with it! Thank you to everyone who submitted a question. I tried my best to get to most of them, but if I'm honest, some of them were just too specific so on those cases, as I mention in the episode, I'd suggest hiring a fee-only financial planner to get specific financial advice which is something I can't provide through the podcast. I hope to do more of these in the future, maybe even make it a regular thing, but fo...
397 Taxes, Write-Offs and Running a Small Business - CPA, Course Creator & Speaker, Jami Monte
April 17, 2024 04:05 - 56 minutesIf you're self-employed in Canada, listen up because this episode is for you! Since posting some videos about setting up a small business and figuring out income tax and sales tax on my YouTube channel years ago, I still get questions about write-offs, tax rules, and registering a business on the daily. But I'm not an accountant, so often I have to tell people to seek professional advice from a CPA. Enter my next guest Jami Monte who is a CPA and has a ton of great resources including a cours...
396 How to Earn Smarter, Not Harder - Financial Content Creator, Nathan Kennedy
April 10, 2024 04:05 - 50 minutesWith finfluencers everywhere talking about 6-figure incomes and starting a side hustle, is it even possible to build wealth, reach your financial goals and retire one day working a 9-to-5? It sure is, and that's one of the reasons I invited Nathan Kennedy, who you may know from TikTok or Instagram as NewMoneyNate, to talk all about it. In this podcast episode, Nathan not only shares his tips for employees to earn smarter, not harder while living the life they want, but we also discuss financi...
395 Balancing Love and Money - Author of Talk Money to Me and Host of Trading Secrets, Jason Tartick
April 03, 2024 04:05 - 45 minutesFans of The Bachelorette/Bachelor... I've got a treat for you! Jason Tartick, former constant on The Bachelorette (Season 14) is on the show! As an expert in the financial field, with an MBA in accounting and finance and a decade of experience in banking, but also because hey, he put his love life out there and isn't afraid to talk about it, in his second book to hits shelves, he's the perfect person to talk to about how to balance love and money. It also makes sense why he wrote his second b...
394 Why Women Need to Invest More Than Ever - Author of Invest Like a Girl, Jessica Spangler
March 27, 2024 04:05 - 45 minutesIt's always exciting to have another Jessica on the show and I've got the amazing Jessica Spangler on the podcast today! Doctor by day and financial content creator by night, she has just come out with her first book called Invest Like a Girl aimed at empowering women to take control of their finances and build wealth. Because as the data shows, women are actually really, really good at investing. However, data also shows that many women are still hoarding cash instead of investing it, and th...
393 How to Get the Most Out of AIR MILES - President of AIR MILES, Shawn Stewart
March 20, 2024 04:05 - 38 minutesAre you leaving money on the table by not collecting rewards? Or maybe you don't think it's worth the time and energy of signing up and remembering to scan your card (or use the app) to collect? Well, to hopefully change your mind and get you to start earning rewards on things you're already spending money on, for this episode, I'm joined by President of AIR MILES Shawn Stewart who shares what big changes have happened to the program, what innovations are to come, and how you can take advanta...
392 Breaking Free from Scarcity - New York Times Bestselling Author of Scarcity Brain and The Comfort Crisis, Michael Easter
March 13, 2024 04:05 - 49 minutesDo you ever feel like no matter what you do there's never enough? Never enough time. Never enough stuff. And especially never enough money. If you said yes, you're not alone. For most of us humans, we're stuck in a scarcity loop without knowing how we got there or how to get out. Luckily, there is a way out, and New York Times bestselling author of Scarcity Brain, Michael Easter, is on the show to talk all about it. For your reference, the scarcity loop is: Opportunity -> Unpredictable Reward...
391 Your Future Self Will Thank You: How to Retire Well - Author of Your Best Financial Life, Anne Lester
March 06, 2024 05:01 - 50 minutesIt's been a tough road for millennials and Gen Zs with mountains of student debt, recessions, layoffs, and housing prices going through the roof to deal with. But as my next guest shares in this episode, all hope isn't lost and it's still possible to live your best financial life and have a comfortable retirement. Anne Lester, author of Your Best Financial Life, has been hailed as a "pioneer and innovator" by Morningstar and has worked in all aspects of retirement for the past 30 years. In ot...
390 What Every Canadian Should Know About Money - Academic Director of McGill Personal Finance Essentials Benjamin Croitoru
February 28, 2024 05:01 - 46 minutesWhen my Canadian listeners ask me "I want to get a hold of my money, but I don't know where to start, also I'm looking for something that's free..." that's when I direct them to one of the best free personal finance resources around — the McGill Personal Finance Essentials course. Having first launched in November 2019 as free way to improve Canadians' financial literacy, it now boasts over 200,000 participants, and lucky you (and me), I've got Dr. Benjamin Croitoru on the podcast to talk all...
389 Career First, Job Second: Breaking into the C-Suite - Co-Authors of Career Forward, Grace Puma & Christiana Smith Shi
February 21, 2024 05:01 - 51 minutesWhat's the best path to carve out a successful career for yourself, especially if you're a woman who has to navigate unique biases and barriers like the gender pay gap and the motherhood penalty? Let's ask my next guests Grace Puma, former PepsiCo COO and Christiana Smith Shi, former Nike President of Consumer Direct. Not only have both women built decades-long careers from scratch reaching the coveted C-Suite, but they've also joined forces to share all the wisdom they've learned along the w...
388 Money in the Shadow of Terminal Illness - Host of CBC's Sickboy and Founder of Snack Labs Jeremie Saunders
February 14, 2024 05:01 - 1 hourHow would your relationship with money change if you had a terminal illness? Let me tell you right now, it would have a huge impact on it! This is why I wanted to have Jeremie Saunders on the show to share his story. He's the co-host of the Sickboy Podcast and lives with cystic fibrosis. From an early age, he knew that having CF would cut his lifespan short, which on the one hand made him live life to the fullest but on the other, meant he didn't think too far into the future when it came to ...
387 Why Some People's Finances Improved During COVID - Author and Senior Economist Scott Fulford
February 07, 2024 05:42 - 50 minutesAnd we're back with Season 18 of the More Money Podcast! I think it's finally not "too soon" to talk about the pandemic and what the heck happened (right?). That's why I invited Scott Fulford on the show, a senior economist at the Consumer Financial Protection Bureau and the author of the newly released book The Pandemic Paradox: How the COVID Crisis Made Americans More Financially Secure. I know, that sounds a bit odd doesn't it? How could people have become more financially secure when all ...
386 How This Wall Street Trader Became a Millionaire in Only 2 Years - Vivian Tu, Author of Rich AF and Founder of Your Rich BFF
December 20, 2023 06:00 - 58 minutesIt's the Season 17 finale and to wrap up yet another incredible season, I've got Vivian Tu of on the show to share her journey of being raised by immigrant parents, getting into an elite university to make her parents proud, becoming the lone woman of colour Wall Street trader on her team, then leaving it all for the world of Tiktok to become one of the most followed finfluencers who's been able to amass a net worth north of a million dollars in only two years. Oh, and did I mention she also ...
385 What Your Identity Says About Your Money - Ellyce Fulmore, Author of Keeping Finance Personal and Owner of Queerd Co.
December 13, 2023 06:00 - 52 minutesMoney can be a simple thing, but it can also be complex when you take into account one important factor — people. Financial content creator and new author is on the podcast today to discuss her new book, , as well how we all need to adopt a more shame-free and trauma-aware approach to money. You see, there's a reason managing money and building wealth comes easy to some and not others. For Ellyce, she realized that her identity as a queer woman with ADHD played a much larger role in her finan...
384 Charting Your Financial Freedom Journey - Jamila Souffrant, Author of Your Journey to Financial Freedom and Podcast Host of Journey to Launch
December 06, 2023 06:00 - 51 minutesI'm so excited to have my next guest come back for a second time on the show because she's not only that much closer to achieving her goal of financial independence but she's also just published her first book on how we can all follow in her footsteps! I'm talking about , the host of the Journey to Launch podcast who you may remember from . Her new book, Your Journey To Financial Freedom A Step-by-Step Guide to Achieving Wealth and Happiness, goes in-depth about what specific steps we all sho...
383 Why You Don't Have to Love Your Job - Simone Stolzoff, Author of The Good Enough Job
November 29, 2023 06:00 - 49 minutesI've been teasing this episode throughout the season because Simone Stolzoff's book just so happens to be one of the best books I've read all year (and I can't shut up about it). In the personal finance space, we often talk about working, earning an income, getting raises and promotions, and the ultimate dream of having a career you're passionate about. But the reality is... work is still work even if it is your passion. Not only that, there are a ton of downsides to working a job you're pass...
382 Wealth, Women and the Ambition Penalty - Stefanie O'Connell Rodriguez, Writer and Founder of Too Ambitious
November 22, 2023 06:00 - 55 minutesWhy is there still a gender pay gap? Why are women so often criticized or penalized for being ambitious and career-focused? Why is it so much harder for women to build the same kind of wealth and achieve the same form of success as men when they follow the same rules? These are some big questions to ask, which is why I invited back on the show to try to answer them. Since Stefanie was first on , all the way back in 2016, a lot has changed since then. Over the past few years, she's launched th...
381 The Canadian Guide to Getting Rich (Slowly) - Adrian Bar a.k.a Canadian in a T-Shirt, YouTuber
November 15, 2023 06:00 - 1 hourThis is a very special episode for all my Canadian listeners who are also fans of Canadian personal finance YouTuber . Having amassed over 140,000 subscribers on YouTube and millions of views, Adrian has been consistent with his get-rich-slowly approach to teaching Canadians about taxes, investing, and saving their money. And what's even more exciting about having him on the show is I had Adrian over at my home studio to do the recording! I haven't done this since 2019, and it was seriously s...
380 The Art of Reinventing Yourself with Mary Sanders - Olympian and Author of 9 Lives by 35
November 08, 2023 06:00 - 51 minutesWhat's it like to be an Olympian, a Cirque du Soleil performer, and a Vice President of Entertainment and Pictures for Shark Tank Robert Herjavec's company? Well, that's why I've got my next guest on the show to tell me, in addition to sharing the lessons she's learned about reinventing herself (multiple times) which she documents in her new book . Mary learned the value of a dollar early in life when her dad passed away when she was 8 and her mom had to raise her and her siblings on a single...
379 Balancing Wealth and Well-being with Mick Heyman - CFA and Author of Mellow Your Money
November 01, 2023 05:00 - 48 minutesMoney isn't everything, and it most certainly shouldn't be the thing that dictates where your life takes you (or holds you hostage). No one knows this better than Mick Heyman, author of . After working in wealth management for 40 years, he realized he wasn't happy where he was and had been chasing the money to a life he couldn't even recognize anymore. That's when he made a big change, moved from Louisville, Kentucky to San Diego, and finally started living life on his terms. His years of exp...
378 The Inclusive Workplace Revolution - Ayo Owodunni, Author of The Immigrant View and City Councillor in Kitchener, Ontario
October 25, 2023 05:00 - 56 minutesIt’s not easy immigrating to a new country and trying to navigate a new workplace with different shorthand, customs, and rules… especially when that workplace isn’t set up so all employees feel seen, heard, and safe no matter their background. This was Ayo Owodunni’s initial experience when he immigrated to Canada from Nigeria back in 2016, before he became a City Counsellor for Kitchener Ontario and a management consultant for large-scale organizations such as Spotify, Canada Life, Microsoft...
377 From Never Enough to MoneyZen - Manisha Thakor, CFA, CFP and Author of MoneyZen
October 18, 2023 05:00 - 49 minutesHave we lost sight of what's really important in life and are we too focused on hustling our way to riches? For many of us, the answer is yes, and thanks to Manisha Thakor and her new book , we can start learning how to get back to a place of zen. I'm so excited to have Manisha on the show because her book is honestly right up my alley (as you may have noticed with some of the themes of the podcast lately). In this episode, she helps break down some of the personal, cultural, and societal for...
376 Better Financial Decision-Making Through Mastering Confidence - Peter Atwater, Economist and Author of The Confidence Map
October 11, 2023 05:00 - 48 minutesWhy is it that often what's in the way of us achieving our financial goals and attaining wealth is ourselves? That's what I'm discussing with Peter Atwater, economics professor and author of , on the show today. After decades of working in financial services, when he turned 45 he abruptly quit his job (partially because his son reminded him he was halfway to 90) and changed course to study confidence and the impact it has on individual and group decision-making. Now, he's out with a book all ...
375 Unlocking the Power of the Sharing Economy - Eleanor Tucker, Author of Thanks for Sharing, Speaker and Sharing Economy Consultant
October 04, 2023 05:00 - 54 minutesWe hear the word “sustainability” a lot more now than we used to, but what can people like you and me actually do to make an impact? What role can we play to ensure we’re putting less waste in landfills and are being more thoughtful consumers? To answer these questions and more, I have Eleanor Tucker, author of , on the show. In this episode, she not only shares her personal journey of becoming more sustainable and trying out new apps and programs within the sharing economy with her family, b...
374 Breaking Bad Money Habits - Gabe Dunn, Author of Bad with Money, Podcast Host and Actor
September 27, 2023 05:00 - 1 hourWelcome back to the More Money Podcast and the premiere of Season 17 of the show! To kick things off, I've got New York Times best-selling author, podcast host, actor and filmmaker Gabe Dunn on the podcast, who you may already be familiar with from their popular book and podcast Bad with Money. In this episode, Gabe shares their personal finance journey from navigating private school as a lower-income kid, to studying at an elite college accruing mountains of student debt, to working an unpai...
372 Borderless Banking & How to Be Wise With Your Money - Brigit Carroll, Policy Lead at North America at Wise
June 15, 2023 05:00 - 45 minutes - 83 MBI can't believe this is the last episode of Season 16! It's been an amazing season and I'm so happy to close it out with a great episode for all my summer travelers wanting to know how they can save money on converting their currency abroad. Or even if you aren't traveling this summer, if you aspire to be a digital nomad or frequently receive/send money to family or friends internationally, then you'll want to listen up. Brigit Carroll who joins me for this episode is the Policy Lead, North...
373 Borderless Banking & How to Be Wise With Your Money - Brigit Carroll, Policy Lead at North America at Wise
June 15, 2023 05:00 - 45 minutesI can't believe this is the last episode of Season 16! It's been an amazing season and I'm so happy to close it out with a great episode for all my summer travelers wanting to know how they can save money on converting their currency abroad. Or even if you aren't traveling this summer, if you aspire to be a digital nomad or frequently receive/send money to family or friends internationally, then you'll want to listen up. Brigit Carroll who joins me for this episode is the Policy Lead, North A...
372 So This Is Why You're Broke - Melissa Jean-Baptiste, Author of So This Is Why I'm Broke and Founder of Millennial in Debt
June 14, 2023 05:00 - 42 minutesIt's the penultimate episode of Season 16 and today I'm joined by a millennial making waves with her personal finance content on Instagram and Tiktok — Melissa Jean-Baptiste aka Millenial in Debt. Melissa is a former high school teacher turned financial educator and career coach who helps millennials and Gen Z build generational wealth and gain financial freedom in a shame-free digital environment. She's also a new author recently releasing her first book, So This Is Why I'm Broke, and I coul...
371 Get Your Financial Life Together - Erin Lowry, Author of the Broke Millennial series
June 07, 2023 05:00 - 51 minutesCan you believe we're a week away from the finale of this season of the More Money Podcast? Helping me draw this season to a close is returning guest Erin Lowry, author of the widely popular Broke Millenial series. With her latest instalment in the series just hitting bookshelves, she's joining me on the show today to talk about her new workbook, Broke Millennial Workbook: Take Control and Get Your Financial Life Together and you better believe I'm giving away some copies to some lucky listen...
370 The Case for Passive vs. Active Investing - Anu Ganti and Joseph Nelesen, Senior Directors of Index Investment Strategy at S&P Dow Jones Indices
May 31, 2023 05:00 - 47 minutesAs we know, I'm a huge advocate for index investing and today on the More Money Podcast I have two guests who are sharing their expertise on the subject including some of the pitfalls of investing in actively managed funds. Anu Ganti and Joseph Nelesen, both Senior Directors of Index Investment Strategy at S&P Dow Jones Indices, are joining me today and I'm telling you, this episode is chock-full of valuable investing info! Anu is a CFA charterholder and holds her MBA in finance and economics...
369 Making a Difference with Your Dollars - Shannon Craig, CMO at CanadaHelps
May 24, 2023 05:00 - 39 minutesOne topic I don’t talk enough about on this podcast is giving back, specifically by donating to charities and making room for those donations in our budgets. That’s why I’m so happy to have Shannon Craig, Chief Marketing Officer at CanadaHelps, on the show today to talk about how easy, fun, and fulfilling giving back to our communities can actually be. Shannon is a seasoned marketer with nearly 25 years of experience. In her current role as Chief Marketing Officer at CanadaHelps, she recently...
368 How to Make No-Regret Decisions - Shannon Lee Simmons, CFP, 3x Author and Founder of the New School of Finance
May 17, 2023 05:00 - 46 minutesLife is full of making tough decisions but that doesn’t mean they’re any easier to make. That’s why I’m so happy to have a return guest on the show to talk about her new book, No-Regret Decisions: Making Good Choices During Difficult Times. Shannon Lee Simmons is back on the show to share how we can all tackle life’s big decisions without regret. Shannon is an award-winning Certified Financial Planner, speaker, Chartered Investment Manager, author, and founder of the New School of Finance. N...
367 How to Get a Real Grip on Your Finances - Paco de Leon, Author of Finance for the People and Founder of The Hell Yeah Group
May 10, 2023 05:00 - 43 minutesIf we all have more access to financial information and advice than ever before, you'd think we'd all be making better financial decisions for ourselves. So why is it that so many of us still struggle with making the right choices and self-sabotaging our financial futures? That's what my guest Paco de Leon and I will be discussing on the More Money Podcast today, plus more from her book Finance for the People: Getting a Grip on Your Finances. Paco is an author, illustrator, and host of the po...
366 How Not to Let Money Take Over Your Life - Berna Anat, Author of Money Out Loud and Founder of Hey Berna
May 03, 2023 05:00 - 48 minutesI'm so excited to have one of my favourite people on the Internet and in the personal finance space join me on the show today. Berna Anat, a.k.a. financial hype woman and founder of Hey Berna is on the show to talk about her debut money book, Money Out Loud, that just hit shelves! Berna is a proud Filipina-American daughter of immigrants and an award-winning producer, speaker, podcast host, and now author! Berna was named The Plutus Awards’ Most Entertaining Financial Creator two years in a r...
365 Is More Money Ever Enough? - Dawn Dahlby, CFP, Founder of Relevé Financial Group and Author of Live WELLThy
April 26, 2023 05:00 - 42 minutesHow much more money do you need to make in order to feel satisfied with your life? That is the big question we’re tackling in today’s episode with Dawn Dahlby, Certified Financial Planner®, behavioural financial advisor, and author of Live WELLthy: Own Your Worth, Grow Your Wealth! Dawn serves as the founder and president of Relevé Financial Group and has over 20 years of experience providing financial advice, which is why she brings so much experience and real-life stories to the table when ...
364 Changing Your Money Story - Scarlett Cochran, Author of It's Not About the Money and Founder of One Big Happy Life
April 19, 2023 05:00 - 46 minutesIf you’re in need of a motivational boost or a reminder that life doesn’t start after you reach your goals, then you'll love today’s episode! I’m so excited to have Scarlett Cochran, founder of One Big Happy Life and new author, join me on the show today to talk about how she changed her money story and the details of her book It's Not About the Money. Scarlett Cochran is an attorney, financial expert, and entrepreneur. In her career as a lawyer, she worked on behalf of everyday Americans at ...
363 Demystifying DIY Investing - Peter McMurtry, Financial Writer and Author of Own Your Financial Future
April 12, 2023 05:00 - 51 minutesI always jump at the chance to interview an expert in DIY investing for the podcast and this week I have someone who's been working in the investment industry for decades! Peter McMurtry is an author and financial writer, whose recent book Own Your Financial Future: Take Charge of Your Investments is sure to pique your interest if you're wanting to take a more self-directed approach to your investment portfolios. Peter McMurtry has been involved in the investment industry for over 30 years ...
362 Getting to the Heart of Your Money - Allison Baggerly, Founder of Inspired Budget and Author of Money Made Easy
April 05, 2023 05:00 - 54 minutesSomething I firmly believe is that personal finance is for everyone. I think that anyone can start their personal finance journey at any point in their life (it's never too late!) and getting to grips with your money doesn’t have to be difficult. My guest today believes the same and that’s why she recently wrote a book about it. You might recognize today’s guest from Episode 291 of the podcast but now almost two years later, Allison Baggerly is back on the show to talk all about her new book,...
361 Who Can You Trust in the Financial Industry? - Huston Loke, Executive Vice President of FSRA
March 29, 2023 05:00 - 39 minutesWhat’s the difference between a financial advisor and a financial planner? How do you know if you can trust the person selling you life insurance? My guest this week is answering these questions and so much more! Joining me today is Huston Loke, the Executive Vice President of Market Conduct at the Financial Services Regulatory Authority of Ontario (FSRA). Huston Loke, along with FSRA, aims to help protect consumers getting a mortgage, buying life insurance, and working with financial profess...
360 How to Start a New Life in Canada - Bisola Tijani, Founder of WhizQueen
March 22, 2023 05:00 - 37 minutesYou might remember that a few months ago I was invited to join a YouTube accelerator program and through that, I was lucky enough to meet other Toronto-based creators. One of those creators I really enjoyed getting to know and so now she's on the show! Bisola Tijani aka WhizQueen is a YouTube and Instagram content creator whose content focuses on personal finance, being new to Canada, lifestyle and so much more! Bisola is originally from Nigeria, but in 2019 applied and was accepted to become...
359 Climbing Out of Debt and Into Wealth - Clarissa Moore, Money Coach and Founder of Clarissa Explains Money
March 15, 2023 05:00 - 47 minutesThis week on the More Money Podcast, Clarissa Moore from Clarissa Explains Money joins me on the show to talk about debt, credit scores, and the importance of mental health. Clarissa is such an inspiration in the personal finance space and a great example that personal finance is for everyone and anyone can learn how to get better with their money. Clarissa is a money coach and money expert. After paying off over $38K in credit card debt in 16 months and increasing her credit score, she fou...
358 How to Protect Yourself Online This Tax Season - Leigh Tynan, Director of TELUS Online Security
March 09, 2023 14:38 - 38 minutesHow secure is your information online? Do you use a password manager? Cyber security is more important than ever with phishing scams and cybercrimes gaining more victims every year. That’s why my guest today is Leigh Tynan, Director of TELUS Online Security, and she's sharing how Canadians can best protect themselves online this tax season and beyond. Leigh has been with TELUS for over 17 years and is a Co-Chair for Connections, TELUS’ Women’s Network, and is part of the Connections Global ...
357 Investing for the Next Generation - Michelle Hung, Financial Planner, Author and Founder of The Sassy Investor
March 08, 2023 06:00 - 45 minutesI have the Sassy Investor, aka Michelle Hung, joining me as a guest on the show today. I was so excited to have Michelle on the podcast to talk about the power of investing and why she believes younger generations should start learning about money management and investing as soon as possible (and I couldn't agree more!). Michelle Hung is a CFA charter holder (Chartered Financial Analyst), a fee-only financial planner, and the author of The Sassy Investor, and Investing for Teens: How to Sav...
356 Why There Is No Wrong Way to Budget - Jesse Mecham, Founder of You Need A Budget
March 01, 2023 06:00 - 53 minutesIf you've been a long-time listener of the More Money Podcast, then it shouldn't come as a surprise that I think budgeting is an amazing tool when it comes to getting your financial life together. That's why this week I'm so excited to have Jesse Mecham, founder of You Need A Budget, on the show to discuss how he turned his budget spreadsheet into one of the most popular budgeting platforms around. Jesse Mecham is a personal finance expert, business leader, podcast host, author, and founder...
355 Generational Wealth and the Problems That Come With It - Kristin Keffeler, Author of The Myth of the Silver Spoon and Founder of llumination360
February 22, 2023 06:00 - 46 minutesWe talk a lot about how to build wealth on the More Money Podcast, but what happens when you've finally "made it"? In today's new episode with Kristin Keffeler, author of The Myth of the Silver Spoon, we're taking a look at the other side of money and what problems may arise after you've achieved 1% status. Kristin Keffeler, MSM, MAPP is a human capital coach, family dynamics advisor, consultant, and thought leader at the forefront of today's global shift in wealth advising, Wealth 3.0. She's...
354 Taking Care of Your Mental and Financial Well-being - Jason Vitug, Author of Happy Money Happy Life and CEO of Phroogal
February 15, 2023 06:00 - 52 minutesThis week I have a return guest who last appeared on the show in 2016 (Episode 64)! Jason Vitug is back on the show to give an update on what he’s been up to these past 7 years, including all the details of his new book, Happy Money Happy Life–A Multidimensional Approach to Health, Wealth, and Financial Freedom. Jason is a wellness advocate, bestselling author, entrepreneur, producer, and founder of the financial wellness website Phroogal. His first book, You Only Live Once: The Roadmap to Fi...
353 Exposing the Canadian Financial Industry - Jason Pereira, CFA, CFP and Partner at Woodgate Financial Inc.
February 08, 2023 06:00 - 1 hourThe Canadian financial industry can be overwhelming, there are so many different designations, plus what's the difference between a financial advisor and a financial adviser? To help answer some of these questions about the industry and more, I have a long-time financial planner and industry advocate Jason Pereira on the show today. Jason Pereira is a CFA, CFP (in Canada and U.S.), RFP, TEP, FCSI, CIWM, PFP, and FMA, plus holds two degrees including his MBA. He's the founding President of ...
352 2023 Life Update and Q&A - Jessica Moorhouse
February 02, 2023 06:00 - 51 minutesI haven't done a solo episode in over a year, so I thought the perfect time to do one would be to help kick off a new season of the podcast. In this episode, I wanted to share how my 2023 got off to an odd start and how that led me to reflect on what I want from 2023 in both terms of my life and my business. I’m also answering lots of questions that were asked over on my Instagram and my email list, including some personal ones like how I feel about my money, especially with a recession loomi...