More Money Podcast

I'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 experience, so he's seen it all and he knows bad advice or people just trying to get clicks online when he sees it. But more than that, you can tell that he genuinely loves helping people improve their financial lives, which is likely why he's helped millions of people over the years get out of debt, save more money, and build wealth through his podcasts, YouTube channel, courses, social media posts, and his Abound Wealth Management company. For anyone looking for a clear guide on how to build wealth so they can eventually become a millionaire, Brian has some great strategies he shares in this episode as well as his book (which don't forget, I'm giving away a copy of!). Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/399 Learn more about your ad choices. Visit megaphone.fm/adchoices

It'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 for now, enjoy! Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/398 Learn more about your ad choices. Visit megaphone.fm/adchoices

If 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 course all about how to set up your small business properly in Canada. In this episode, she shares some new tax updates if you haven't filed your 2023 taxes yet, but for the most part, we just do a deep dive on the most common questions I get from self-employed folks about bookkeeping, accounting and making sure they are doing everything right. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/397 Learn more about your ad choices. Visit megaphone.fm/adchoices

With 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 financial certifications and the lack thereof with many financial content creators (and whether it really matters), Nathan's journey from 9-to-5er to full-time financial literacy educator, common money mistakes he hears from his audience, and career and negotiation advice that actually works. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/396 Learn more about your ad choices. Visit megaphone.fm/adchoices

Fans 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 book to hit shelves, Talk Money to Me: The 8 Essential Financial Questions to Discuss With Your Partner. In this episode, Jason shares a behind-the-scenes look at his time on reality TV looking for love, as well as his best advice for couples on how to navigate the complicated realm of money together. We also talk about financial red flags to be aware of, combining your finances (or not), the importance of prenups, and why no matter how awkward it may be, for any relationship to thrive, you need to talk about money! To enter to win a copy of his book, make sure to visit jessicamoorhouse.com/contest to enter to win. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/395 Learn more about your ad choices. Visit megaphone.fm/adchoices

It'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 this needs to change (especially since statistically we live longer than men so we need that extra money!). In this episode, we delve into what inspired Jessica to take her finances seriously and start teaching others about it on the side, what barriers women face when it comes to financial education, earning higher incomes and taking action with their money, and some practical steps to get started right after this episode. And one of those steps could be to check out my very own investing course called Wealth Building Blueprint for Canadians. To enter to win a copy of her book, make sure to visit jessicamoorhouse.com/contest to enter to win. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/394 Learn more about your ad choices. Visit megaphone.fm/adchoices

Are 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 advantage of this free program to earn miles and redeem for travel, merchandise and so much more. I've actually been an AIR MILES member since I was in my early 20s and it was the first rewards program I ever signed up to since I remember being told by my mom that if you're not collecting rewards, you're missing out on free money. And it's true. Over the years, I've been able to redeem my miles for gift cards, free groceries, and merchandise, and it costs me nothing to participate besides the time it takes for me to whip out my card (or the app) and scan it whenever I'm doing my shopping. I've always been of the mind that loyalty programs should be part of everyone's financial plan, so hopefully you'll learn a few things about why rewards are important, why you should take advantage, and what are the best ways to earn and redeem AIR MILES specifically. This episode of the More Money Podcast is sponsored by AIR MILES®. Sign up today and start earning rewards with the AIR MILES Reward Program™. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/393 Learn more about your ad choices. Visit megaphone.fm/adchoices

Do 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 -> Quick Repeatability Once you understand this, you can start seeing how it appears in all aspects of your life and how it can especially impact your financial present and future. But as Michael shares in his book, although scarcity helped our ancestors survive in a world where there wasn't enough, it's actually hurting us in this new world of abundance. The only way to combat this is to become aware of our triggers and behaviours and reevaluate what success and fulfillment mean outside of consumerism. To enter to win a copy of his book, make sure to visit jessicamoorhouse.com/contest to enter to win. This episode of the More Money Podcast is presented by The Globe and Mail. Visit TGAM.ca/Jessica to get unrestricted access to globeandmail.com for only $1.99/week for 52 weeks (plus tax). Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/392 Learn more about your ad choices. Visit megaphone.fm/adchoices

It'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 other words, she's seen plenty of ups and downs in the markets and people's financial lives and still believes that anyone can change their financial future if they follow the strategic path she sets out in her book. She was able to become "work optional" at 60 and hopes to teach as many people as she can how they can take control of their financial destinies and live a better financial life moving forward. I'll also be giving away a copy of her book, so make sure to visit jessicamoorhouse.com/contest to enter to win. This episode of the More Money Podcast is presented by The Globe and Mail. Visit TGAM.ca/Jessica to get unrestricted access to globeandmail.com for only $1.99/week for 52 weeks (plus tax). Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/391 Learn more about your ad choices. Visit megaphone.fm/adchoices

When 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 about it! Benjamin serves as the Associate Dean for Undergraduate Programs and an Assistant Professor of Finance, McGill Desautels Faculty of Management. But more importantly, he's the Academic Director of the McGill Personal Finance Essentials online course and has been vital in its development and in helping so many Canadians level up their financial lives over the past 5 years. I wanted to bring him on the show to share why the course was built, what you can expect as a student, and some of the key things every Canadian should know about money. He even shares some of his best money tips, financial pitfalls to avoid and top book recommendations too. So I hope after you listen to today's episode, you'll take another step on your personal finance journey and take this free 8-module course. Did I mention you get a certificate upon completion to boot? I'll also be giving away copies of books featured on this season of the show, so make sure to visit jessicamoorhouse.com/contest to enter to win. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/390 Learn more about your ad choices. Visit megaphone.fm/adchoices

What'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 way in their new book Career Forward: Strategies from Women Who've Made It. The facts are that as women, it's still harder to reach certain career heights since we don't yet live in a perfectly equitable world. But that shouldn't stop us from trying, especially since it also means making it easier for future generations to get to the top. There are so many amazing pieces of career (and life) advice in this episode, but I think my favourite ones are thinking of your career as a growth stock and focusing on your career, not your job. I'll also be giving away a copy of their book, so make sure to visit jessicamoorhouse.com/contest to enter to win. Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/389 Learn more about your ad choices. Visit megaphone.fm/adchoices

How 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 his money. That is until he was introduced to a new drug that would lengthen his life exponentially. This meant that things like getting married and starting a family were no longer out of reach, but it also meant he needed to start thinking about tackling his finances and building long-term wealth. In this episode, Jeremie provides insight into his battle with CF, how provincial healthcare has played a significant role in his life and career, and how he hopes his Sickboy Podcast can not only put a spotlight on living with illness but why it's so important to have open conversations about health, wealth, and our own mortality. This episode of the More Money Podcast is presented by The Globe and Mail. Visit TGAM.ca/Jessica to get unrestricted access to globeandmail.com for only $1.99/week for 52 weeks (plus tax). Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/388 Learn more about your ad choices. Visit megaphone.fm/adchoices

And 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 the news headlines talked about were layoffs and people struggling to pay their bills? Well, as Scott discovered in his research and interviews with Americans across the country, although many people did have a tough time riding out the COVID wave, the majority actually thrived financially. But why was this? That's what you'll learn by listening to the full episode. I'm also giving away a copy of Scott's book, so make sure to visit jessicamoorhouse.com/contest to enter to win! This episode of the More Money Podcast is presented by The Globe and Mail. Visit TGAM.ca/Jessica to get unrestricted access to globeandmail.com for only $1.99/week for 52 weeks (plus tax). Follow me: Instagram @jessicaimoorhouse Threads @jessicaimoorhouse TikTok @jessicaimoorhouse Facebook @jessicaimoorhouse YouTube @jessicamoorhouse LinkedIn - Jessica Moorhouse For full episode show notes and transcript visit jessicamoorhouse.com/387 Learn more about your ad choices. Visit megaphone.fm/adchoices

It'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 has a new book coming out (that you can enter to win!) called ? As someone who has been a financial educator and influencer for close to 12 years, it was so fascinating for me to learn how Vivian was able to skyrocket into online popularity during the height of Covid while sticking to her Wall Street roots by making sure to educate her young following about the key things they should know about money and building wealth while staying true to her values. The podcast will be on break for January but expect to see Season 18 in February so I can finish writing my own book that will be out next winter! For full episode show notes visit: https://jessicamoorhouse.com/386 Learn more about your ad choices. Visit megaphone.fm/adchoices

Money 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 finances than she initially realized. So just think, what does your identity say about your money? Does it mean you face certain barriers that others don't? Does it mean it takes you longer to learn? Does it mean you'll struggle more with things like sticking to a budget or overcoming your anxiety with investing compared to others? The answer is a resounding YES! Personal finance is personal as they say, but often I think that important fact is still overlooked or ignored by many. For full episode show notes visit: https://jessicamoorhouse.com/385 Learn more about your ad choices. Visit megaphone.fm/adchoices

I'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 should be taking to save more, pay down debt, and ultimately build more wealth so we can live more and be able to pass down more wealth to future generations. Although Jamila has reached some big milestones recently, it's been a long journey to get where she is. Her journey actually started with paying down $169,000 in debt in just two years, while also balancing running a full-time business and being a mom of three young children in Brooklyn, New York. If you're looking for some motivation to either start or continue your own personal finance journey, you need to listen to this episode. For full episode show notes visit: https://jessicamoorhouse.com/384 Learn more about your ad choices. Visit megaphone.fm/adchoices

I'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 passionate about as Simone shares stories about in his book. Maybe there is something to be said for keeping your life and livelihood separate. Maybe you don't have to be passionate about your job but can funnel that passion into your personal life instead. Maybe Mark Twain was full of crap when he was quoted as saying "Find a job you enjoy doing, and you will never have to work a day in your life." As a journalist, designer, author and now someone who quit his 9-to-5 to work for himself, Simone joins me on the podcast to discuss why having a job that's good enough may actually be what we should be striving for instead of a career that tries to fulfill us in every possible way. For full episode show notes visit: https://jessicamoorhouse.com/383 Learn more about your ad choices. Visit megaphone.fm/adchoices

Why 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 the website as well as an award-winning newsletter of the same name to tackle topics often overlooked in the personal finance space such as the gender pay gap, the motherhood penalty, and other barriers that women in particular face when it comes to building wealth and successful careers compared to their male counterparts. In our discussion together, Stefanie not only shares her take on some of the hot-button issues, but she also brings receipts in the form of hard data and academic studies. For full episode show notes visit: https://jessicamoorhouse.com/382 Learn more about your ad choices. Visit megaphone.fm/adchoices

This 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 such a blast talking about his journey from working in AI to becoming a full-time content creator, his investment philosophy and strategies he lives by, and of course his top money tips for listeners like you. For full episode show notes visit: https://jessicamoorhouse.com/381 Learn more about your ad choices. Visit megaphone.fm/adchoices

What'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 income. Inspired by her dad's legacy as a Big Ten Champion, she started taking gymnastics seriously and soon became a two-time Canadian Champion in Rhythmic Gymnastics. Keen to reach her full potential, she started competing for the U.S. and eventually made it to the 2004 Olympics. But what happens when you've aged out of professional sports? You need to reinvent yourself, which is what Mary did by starting a new career with Cirque du Soleil. But after several years as a performer, she realized she needed to pivot again, which brought her to her current career in business. Mary's story of starting from almost nothing to becoming a champion gymnast to then having to switch careers multiple times should serve as inspiration for us all that life isn't a straight and narrow path and it's okay to experience setbacks in life. What's important is to keep going, changing, and being open to what life has in store for you next. For full episode show notes visit: https://jessicamoorhouse.com/380 Learn more about your ad choices. Visit megaphone.fm/adchoices

Money 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 experience in finance and life change (that turned out to be one of the best decisions he ever made) inspired him to share his experience and best financial tips with others in his new book so we all can learn how to mellow our money a bit more. For full episode show notes visit: https://jessicamoorhouse.com/379 Learn more about your ad choices. Visit megaphone.fm/adchoices

It’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, Thomson Reuters, CIBC, TMX Group and Hydro One. Seeing as over the past 5 years, Canada has welcomed over 1.5 million immigrants, with 6 out of 10 being economic migrants with years of professional experience and education, Ayo realized fairly quickly in his work that big change needed to happen on the institutional level. This is what inspired him to write his new book, , to help companies develop a more inclusive culture and take advantage of the extensive skill sets that newcomers to Canada bring to the table as employees. In this episode, we discuss the specific challenges that immigrants may face in the workplace, the qualities of inclusive leadership, the importance of cultural intelligence, as well as practical steps for building a harmonious and diverse team. For full episode show notes visit: https://jessicamoorhouse.com/378 Learn more about your ad choices. Visit megaphone.fm/adchoices

Have 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 forces that exist that have led many of us to falsely believe we can never have or be enough, and what steps we can take to embrace pure joy and have a healthier relationship with money. Manisha has worked in the financial services industry for more than 30 years, with an emphasis on women's economic empowerment and financial well-being. In addition to MoneyZen, she has also co-authored two other personal finance books: and . Although she's a CFA, CFP and has her MBA from Harvard Business School, Manisha's work now focuses on helping people of all ages to balance their financial health with their emotional wealth. For full episode show notes visit: https://jessicamoorhouse.com/377 Learn more about your ad choices. Visit megaphone.fm/adchoices

Why 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 about it in addition to teaching the topic at William & Mary University as well as the honors program at the University of Delaware. As we've discussed on the show before, money is simple but the hard part is controlling how it makes us feel. Luckily Peter offers some great insight into how to own those feelings so we can do a better job of reigning them in when we need to and make better financial decisions for the long-term. For full episode show notes visit: https://jessicamoorhouse.com/376 Learn more about your ad choices. Visit megaphone.fm/adchoices

We 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, but she also provides actionable tips for people in the US, UK and Canada so we can all start right doing something right after listening to this episode! I’ve gotta say, after talking with Eleanor, I found myself having a lot more hope for our future and our planet. Although bigger change needs to happen at the top (e.g. corporate and government levels), that doesn’t mean we can’t do what we can to save this planet we love as well as reconnect with one another in our neighbourhoods, cities, and global communities. For full episode show notes visit: https://jessicamoorhouse.com/375 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome 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 unpaid internship that got them further into debt to afford food and rent, to eventually becoming one of the most honest and vulnerable voices in the personal finance space today. Not only does Gabe openly share the mistakes they've made and lessons they've learned along the way (so you don't have to repeat them), but they also share the raw truth about managing money with bipolar disorder and the real costs of transitioning especially in the midst of losing health insurance due to the WGA strikes. For full episode show notes visit: https://jessicamoorhouse.com/374 Learn more about your ad choices. Visit megaphone.fm/adchoices

I 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 America at Wise, and she's sharing how Wise is changing the game for how we can send, receive and exchange money internationally and effectively normalize borderless banking. Brigit advocates for Wise’s mission of instant, convenient, transparent, and eventually free cross-border payments vis-a-vis policymakers in the U.S., Canada, and beyond. Based in Washington, D.C., Brigit joined Wise’s policy team in Brussels in 2019, focused on EU policy. Prior to joining Wise, Brigit gained 5+ years’ experience in public affairs and advocacy in Brussels, at global communications firm FleishmanHillard and the American Chamber of Commerce to the EU. In this episode, Brigit explains how Wise works, including how it keeps your money safe and makes international transactions easy with lower fees and better exchange rates. She also shares her own story of using Wise before she started working for the company while she lived in Europe and how they are constantly trying to improve and partner with financial institutions to make things easier and better. Thank you so much for listening to another season of the More Money Podcast and thank you to all the amazing guests that came on the show! I'm going to take a much-needed summer break, work on my book and visit my family in Vancouver. So with that, see you in September and enjoy your summer too! For full episode show notes visit: https://jessicamoorhouse.com/373 Learn more about your ad choices. Visit megaphone.fm/adchoices

It'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 couldn't wait to chat with her all about it in today's episode. In this episode, Melissa shares her debt journey and why she thinks it's important to add yourself into your budget, in other words, don't forget to have fun and live a little! She also shares what she'd do differently looking back at her twenties and what the reality of going viral online was like (FYI, it's not all fire and high-five emojis). This episode is for all the people who think they're running out of time because they've hit their 30s. As someone who recently turned 37, let me tell you, don't worry, you still have plenty of time to achieve your goals and change your financial life! For full episode show notes visit: https://jessicamoorhouse.com/372 Learn more about your ad choices. Visit megaphone.fm/adchoices

Can 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 listeners! Previous to this workbook, Erin has authored Broke Millennial, Broke Millennial Takes On Investing, and Broke Millennial Talks Money. She's been featured in The New York Times, Wall Street Journal, and on CBS Sunday Morning, CNBC, and The Rachael Ray Show. She has also written for The New York Times and USA Today, and currently contributes to Bloomberg Opinion. In this episode, Erin shares how this workbook challenges you to take action with your finances by crunching your numbers, looking at the big picture, and figuring out what your real money goals are for your future. Erin also shares how she's updated the previous advice given in her other books to better reflect how to navigate a post-pandemic world. Finally, she shares what chapters in her book she thinks are the key to sorting your personal finances. For full episode show notes visit: https://jessicamoorhouse.com/371 Learn more about your ad choices. Visit megaphone.fm/adchoices

As 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 from Columbia Business School, as well as her bachelor’s degree in finance and marketing from NYU’s Stern School of Business. She is often sharing her expertise with both print and broadcast media outlets and helps lead the index investment strategy team in providing research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income, and sustainability indices. Prior to joining the team, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed-income research and trading divisions and also worked as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (a subsidiary of Eaton Vance). Joseph holds a Ph.D. from Northwestern University, an MBA from the Kenan Flagler Business School at University of North Carolina, and a Bachelor of Arts with honors from the University of California at San Diego. He also helps lead the index investment strategy team, but prior to working at S&P DJI he headed iShares Institutional Factors Strategy at Blackrock and held roles in exchange-traded product research and development. Joseph also previously worked in mergers and acquisitions and corporate investment banking with Citigroup and Bear, Stearns & Co. In this episode, Joseph and Anu challenge the myth that indexing only yields average investment returns and share how SPIVA measures actively managed funds against their index benchmarks worldwide using the data and insights they've gained over the past 20 years. This episode is full of some great information and will definitely be perfect for anyone wanting to understand why index investing is a tried and true long-term investment strategy. For full episode show notes visit: https://jessicamoorhouse.com/370 Learn more about your ad choices. Visit megaphone.fm/adchoices

One 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 lead the launch of UniteforChange.com, a site targeted towards younger Canadians where they can donate to Cause Funds, a new and innovative way to give where a single donation supports a group of registered charities working towards the same cause. In this episode, Shannon shares what obstacles Canadian charities are currently facing post-pandemic and how we as individuals can help going forward. Shannon also shares how Unite for Change is changing the way we donate and the many benefits donating to Canadian charities offers to improve our environment and society now and into the future. For full episode show notes visit: https://jessicamoorhouse.com/369 Learn more about your ad choices. Visit megaphone.fm/adchoices

Life 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. No-Regret Decisions: Making Good Choices During Difficult Times is her third book after, Worry-Free Money and Living Debt-Free. In this episode, Shannon shares the missing piece when making tough decisions and why we must stop focusing on the outcomes when making no-regret-based decisions. Shannon also shares her go-to strategies found in her new book that outline how to make decisions that are right for you and your life. For full episode show notes visit: https://jessicamoorhouse.com/368 Learn more about your ad choices. Visit megaphone.fm/adchoices

If 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 podcast Weird Finance. She also founded The Hell Yeah Group, a financial firm dedicated to inspiring creatives to engage with their personal and business finances, and Hell Yeah Bookkeeping, a bookkeeping agency for creative businesses. In this episode, Paco shares why she actually never wanted to write a book and what changed her mind (and I'm so glad she did). She also shares why scarcity and consumerism go hand in hand and how our history with debt started well before the introduction of money. We cover so many topics and I can't wait for you to listen! For full episode show notes visit: https://jessicamoorhouse.com/367 Learn more about your ad choices. Visit megaphone.fm/adchoices

I'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 row and was named one of ABS-CBN's Global Pinoy Idols. In this episode, Berna shares how her new book came to be, including her roots as a first-gen Filipina-American and how that impacted her personal finance journey. Berna shares how she approached writing this book and with particular emphasis on lending her own unique voice to topics like budgeting, bank accounts, debt and so much more. For full episode show notes visit: https://jessicamoorhouse.com/366 Learn more about your ad choices. Visit megaphone.fm/adchoices

How 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 discussing how we can stop getting in the way of ourselves and our future financial growth. In this episode, Dawn also shares why she feels self-limiting beliefs are the big reason we attach emotions like fear and guilt to our money and why she hopes that her book will inspire others to take action and start building a meaningful and abundant life. I know I felt lighter after our conversation together, so I hope you also feel reenergized too as we enter the spring season! For full episode show notes visit: https://jessicamoorhouse.com/365 Learn more about your ad choices. Visit megaphone.fm/adchoices

If 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 government agencies, including the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, and the US Department of Housing and Urban Development. She now spends her time working on One Big Happy Life, a one-stop shop to turn your money and life around with her partner, Joseph. In this episode, Scarlett shares the struggles she faced as a young single mom, what led her to become a lawyer, and now a finance expert working to help change people’s lives and finances. She also shares the inspiration behind her new book, It's Not About the Money, her opinions on the FIRE community, and why she believes that life doesn’t start after you reach certain milestones. For full episode show notes visit: https://jessicamoorhouse.com/364 Learn more about your ad choices. Visit megaphone.fm/adchoices

I 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 and his experience includes almost every aspect of the industry. He's currently a financial writer and has a Chartered Financial Analyst designation (CFA®). He's also previously been a portfolio manager and has been involved in financial planning and sales. In his new book, Own Your Financial Future, he guides budding investors to manage their own investments without the use of an advisor. Peter also shares how his newsletter, The McMurtry Investment Report, helps to empower his readers to make their own investment decisions, on top of what to know about fees, how to pick and research stocks, and how to have a balanced portfolio. For full episode show notes visit: https://jessicamoorhouse.com/363 Learn more about your ad choices. Visit megaphone.fm/adchoices

Something 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, Money Made Easy! Allison Baggerly is an author, podcaster, money coach, and founder of Inspired Budget. As a former teacher, Allison blends her talents for teaching with her passion for personal finances to help others learn how to start budgeting and build a life they love. In this episode, Allison shares what inspired her new book and why she’s passionate about getting rid of the shame attached to getting better with your money. She also shares her top tips for getting your partner on board with your personal finance journey and why getting to the heart of what you want out of life is the key to a budget that will work best for you. For full episode show notes visit: https://jessicamoorhouse.com/362 Learn more about your ad choices. Visit megaphone.fm/adchoices

What’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 professionals. The Financial Services Regulatory Authority of Ontario (FSRA) was launched in 2019 but has already made significant progress in helping protect consumers seeking financial advice and services. Huston has previously served as a committee member of the Financial Stability Board and an advisor to the CEO of the Canada Mortgage and Housing Corporation (CMHC), and as the Director of Corporate Finance at the Ontario Securities Commission (OSC). In this episode, Huston shares what exactly FSRA is doing to help protect consumers in Ontario and the red flags to look out for when seeking financial services. Additionally, he also explains the difference in financial titles and services that tend to confuse most consumers. For full episode show notes visit: https://jessicamoorhouse.com/361 Learn more about your ad choices. Visit megaphone.fm/adchoices

You 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 a permanent resident in Canada. She’s a business analyst by day, but her passions include personal finance and sharing her journey of making a new life for herself in Toronto. In this episode, Bisola shares what it was like coming to Canada without any support system and how she managed to find a job, housing, and friends in a new country. We also talk about what it was like starting her financial life including opening a bank account, getting her first credit card, and building up a credit score. I’m so happy to have Bisola on the show and to hear her unique perspective on being an immigrant to Canada. For full episode show notes visit: https://jessicamoorhouse.com/360 Learn more about your ad choices. Visit megaphone.fm/adchoices

This 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 founded Clarissa Explains Money, LLC to help narrow the gender gap in financial literacy. Clarissa’s mission is to help women make, manage, and multiply their money so they can live their best life without going broke. In this episode, Clarissa shares the challenges she faced as a single mom of two and climbing her way out of credit card debt. She also shares the importance of talking about money and how it affects our mental health. It was such a pleasure to chat with Clarissa I know you'll love listening to this episode. For full episode show notes visit: https://jessicamoorhouse.com/359 Learn more about your ad choices. Visit megaphone.fm/adchoices

How 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 leadership team. She's focused on ensuring all Canadians are able to easily protect their devices, online privacy, and most importantly, their identity.  In today’s episode, Leigh shares how cyber attacks and identity theft online can happen to any of us and that’s why it’s important to have layers of protection for our sensitive information. Leigh also shares how cybercrime has become rampant in recent years and how scams are getting more clever and harder to catch these days. For full episode show notes visit: https://jessicamoorhouse.com/358 Learn more about your ad choices. Visit megaphone.fm/adchoices

I 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 Save, Invest, and Grow Money. After spending 7 years working in corporate finance and investment banking, she’s switched her focus to teaching others how to invest for their financial futures in order to build a lifetime of wealth. In today’s episode, Michelle shares her backstory and how the Sassy Investor was born out of going through a tough time in her life. She also shares why she decided to write a book specifically for teens and young adults about how to invest and the mistakes she hopes her book will help them avoid making. For full episode show notes visit: https://jessicamoorhouse.com/357 Learn more about your ad choices. Visit megaphone.fm/adchoices

If 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 of You Need A Budget. He's a self-proclaimed “recovering CPA,” passionate about budgeting and his four-rule method for keeping track of spending, saving money, and building wealth. In this episode, Jesse explains what his four-rule method is and why he thinks there is no wrong way to budget. We also discuss how to approach budgeting and money in relationships and the importance of teaching your kids about personal finance from an early age. I hope this episode gives you a boost of motivation and reassurance that everyone is still figuring it out, even the experts! For full episode show notes visit: https://jessicamoorhouse.com/356 Learn more about your ad choices. Visit megaphone.fm/adchoices

We 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 the founder of Illumination360, in which she specializes in human motivation, behavioural change, and family dynamics, and helps guide affluent and enterprising families, rising gen, and the professionals who support them. Her new book, The Myth of the Silver Spoon, unpacks the hidden traps of inherited wealth and real-life challenges facing those born into affluent families. In today's episode, Kristin shares her story of being a part of a wealthy family and how that impacted her identity and career choices. She also shares what the term "rising gen" means and the most common challenges she helps them face. Kristin also shares why affluent parents need to approach parenting differently and the importance of teaching their kids character-building skills. For full episode show notes visit: https://jessicamoorhouse.com/355 Learn more about your ad choices. Visit megaphone.fm/adchoices

This 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 Financial Wellness and a Purposeful Life explored how to get your financial life together through budgeting and money mindfulness. This time around Jason is tackling mental health and how it affects all aspects of our life, including money in his new book, Happy Money Happy Life. In this episode, Jason shares the 8 wellness dimensions and how they relate to our mental and financial well-being. He also explains the difference between mental and emotional health and why he is a big advocate for mental health. I’m so happy to talk about such an important topic on the show and it was great to have Jason share the insights he gained from researching for his new book! For full episode show notes visit: https://jessicamoorhouse.com/354 Learn more about your ad choices. Visit megaphone.fm/adchoices

The 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 the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre. He currently serves as a columnist and advisory board member of the Globe and Mail's Globe Advisor. In this episode, Jason answers so many questions pertaining to the industry, including the difference between fee-only and no-fee advisors, how financial designations work in Canada, and what terrible advice to avoid at all costs. Jason also explains common misconceptions about investing that could help you come tax season and when planning for retirement. For full episode show notes visit: https://jessicamoorhouse.com/353 Learn more about your ad choices. Visit megaphone.fm/adchoices

I 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 looming and interest rates continuing to rise. Other questions include, how to use a money windfall and how to talk to your partner about money in your relationship. Even though we’re in February, it is never too late to set some goals and intentions for the new year, especially when your finances are concerned. I hope this episode helps to give you that post-January boost to keep going so that you can have a great year! For full episode show notes visit: https://jessicamoorhouse.com/352 Learn more about your ad choices. Visit megaphone.fm/adchoices

The More Money Podcast is back for Season 16! I can’t wait to kick off the new season by interviewing TWO guests, which is a rarity and one of the reasons that I’m so excited to share this episode at the top of the season! Jen Smith and Jill Sirianni, co-hosts of The Frugal Friends Podcast, are joining me today to talk about debt and why frugality is considered the bad F-word in finance. Jen and Jill are no strangers to debt since they’ve paid off a combined total of nearly $140k with their husbands. They approached their debt differently than some of the typical financial advice you'll hear the "gurus" sharing, which proved to them that personal finance solutions are not always one size fits all. Jen’s journey even inspired her to write The No-Spend Challenge Guide, a best-seller on Amazon. They now host Frugal Friends Podcast to help people overcome their impulse spending and transform the habits that cause them to overspend to live a better, more financially free life. In this episode, Jen and Jill share their debt journeys and the shame and guilt that comes with paying them off. We also talk about how habit-forming and learned behaviours from childhood play a big role in your finances. Lastly, Jen and Jill share why FOMO and social media can be a leading cause for overspending and how to counteract the need to spend by figuring out your "Why" for your money. For full episode show notes visit: https://jessicamoorhouse.com/351 Learn more about your ad choices. Visit megaphone.fm/adchoices

I can’t believe we’ve come to the end of Season 15 and that 2023 is just around the corner. To help me close out this season is Cindy Zuniga-Sanchez. Cindy is joining me on the show to discuss how her background as a child of immigrants shaped her money journey and sparked her passion for learning and teaching others about personal finance. Cindy Zuniga-Sanchez is an author, speaker, and founder of Zero-Based Budget Coaching LLC. In 2015, after racking up over $200k in student loan and credit card debt from her time at law school, Cindy decided to document her debt payoff journey on social media. This is exemplified in her new book, Overcoming Debt, Achieving Financial Freedom: 8 Pillars to Build Wealth, in which she shares her money story and provides readers with the roadmap she developed and used on her journey toward financial freedom. In this episode, Cindy shares how impactful her upbringing as a child of immigrants was on her financial journey and how it was able to help her avoid lifestyle creep once she started her career. We also discuss why we must define financial freedom for ourselves, instead of following other people’s perceptions of it. I want to say a HUGE thank you to everyone for listening to this season of the show and to those who have continued to support the More Money Podcast for the past 7 years! I wouldn’t be able to continue to make this podcast without you listening every week. I hope you have a wonderful holiday season and cheers to next season and 2023!  See you in January! For full episode show notes visit: https://jessicamoorhouse.com/350 Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re so close to the end of Season 15 and I have an awesome guest to help wind down this season. Adam Carroll, the Founder of The Shred Method, is on the show today to talk about everything from debt to allowing yourself to take the time to figure out your life at your own pace. Adam Carroll is a 4-time author, two-time TEDx speaker, and the creator of Broke, Busted & Disgusted, a documentary that aired on CNBC. Adam has spent the past decade studying human behaviour, particularly as it relates to personal leadership and personal finance. He’s also an internationally recognized financial literacy expert and leadership workshop facilitator. In this penultimate episode, Adam shares his own story of getting out of debt and how debt has become normalized in our society. He also talks about the benefits of not rushing to college and acquiring student loans and the simple framework he suggests going into 2023 with a potential recession looming. For full episode show notes visit: https://jessicamoorhouse.com/349 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’m so excited to have today’s guest on the show because the last time I saw her was at FinCon in 2019! I was a guest on her YouTube channel and since then her career has skyrocketed. Over the last few years, her content has gone viral and she’s busier than ever. Sharon Tseung is joining me on the show to talk about her expansive real estate portfolio, content creation, and passive income. Sharon Tseung is a content creator and real estate investor who teaches people how to make passive income to reach financial freedom through her blog, YouTube channel, TikTok, and Instagram. She worked in marketing for 10 years at Google and other startups before she became a digital nomad for 2 years. She is now focusing on her real estate investing portfolio, which has grown to 33 cash-flowing rental units across the U.S. In this episode, Sharon shares how she got started in real estate investing at the ripe age of 22 and what led her to create content about passive income. It was so fun to have Sharon on the show and talk about all that she’s been up to since we last saw one another in 2019. I hope this episode will give you some inspiration and know that your personal finance journey is always evolving. For full episode show notes visit: https://jessicamoorhouse.com/348 Learn more about your ad choices. Visit megaphone.fm/adchoices

I talk a lot about why learning the basics of financial literacy, like budgeting and managing your money, is an essential part of any personal finance journey. But what happens when you’ve nailed the basics? If you’re looking to level up your finance game and start to grow your money, then listen to today’s episode all about wealth literacy. I’m joined by millionaire mentor and founder of The Black Wealth Summit Cedric Nash who shares his unique perspective on wealth building in an unequal world. Cedric Nash is an entrepreneur and investor who’s passionate about educating and inspiring the African American Community about building wealth for tomorrow and for future generations. He’s also the founder of Oakland Consulting Group Inc., an information technology consulting, software, and staffing firm. His forthcoming books Why Should White Guys Have All the Wealth? How You Can Become a Millionaire Starting from the Bottom and The Millionaire Money Moves Supplemental Investment Guide are set to be released next year and are examples of his teachings about wealth literacy and the obstacles that minorities and people of colour face every day. In this episode, Cedric outlines his personal wealth strategies with practical advice and anecdotes from his own journey. He also shares how real estate investing factors into his wealth equation and what risks are involved in this form of investing. For full episode show notes visit: https://jessicamoorhouse.com/347 Learn more about your ad choices. Visit megaphone.fm/adchoices

What do our money habits say about us? Our relationship with money is just as nuanced and complicated as every other relationship in our life. That's why my guest today, personal finance freelance writer and author Emily Guy Birken is fascinated by the behaviours and habits we have with our money. Listen to today's episode to find out more about money psychology and her new book, Stacked: Your Super Serious Guide to Modern Money Management, written with Joe Saul-Sehy. Emily Guy Birken is a former educator, lifelong money nerd, and a Plutus Award-winning freelance writer and author who specializes in the scientific research behind irrational money behaviours. She has a knack for explaining complex financial topics by making them relatable and easily understandable to her readers. Her newest book, Stacked, is meant for non-money readers to help jumpstart their personal finance journey.  In this episode, Emily shares how she went from English teacher to financial writer and why she’s so interested in how our feelings surrounding money get in the way of progress. Emily also shares how the idea for her newest book came to be with co-writer Joe Saul-Sehy. Plus, Emily talks about why she believes perfection has no place in personal finance. For full episode show notes visit: https://jessicamoorhouse.com/346 Learn more about your ad choices. Visit megaphone.fm/adchoices

Often I find people are hesitant to start investing because it seems overwhelming, complicated, and like you have to start day trading like all those for investing bros on TikTok. But that couldn’t be further from the truth! Investing is for everyone and can be as complex or as simple as you want it to be. My guest today, Myron Genyk from Evermore Capital, shares these same sentiments and is on the show to discuss investing for your future made simple. Myron Genyk is the Co-Founder and CEO of Evermore Capital, a new Canadian asset management company that introduced the first and only target date ETF series for self-directed Canadian investors. In this episode, Myron shares what Evermore Capital is doing differently, why he’s passionate about Canadians investing for retirement, and how to not get rattled when the market is down. Myron is also sharing why Canada always seems to be behind when it comes to our investment options and how we can combat that. For full episode show notes visit: https://jessicamoorhouse.com/345 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’ve been getting inundated with questions about how to save money amidst higher grocery bills, interest rates, and the expectations of a recession next year. Luckily, I have a return guest on the show whose all about sharing practical tips, or rather recipes, to help you save money with minimal effort and sacrifice. Gordon Stein, who you may remember from episode 222, is back on the show to talk about the newest edition of his book, Cashflow Cookbook. Gordon Stein is an international keynote speaker, blogger, personal finance expert, and author of Cashflow Cookbook: $2 Million of Financial Freedom in 60 Easy Recipes. He’s on a mission to help improve people’s financial wellness without making them give up the things they love in order to save a buck.  In today’s episode, Gordon is sharing what spurred him to write an American edition of his book and why he thinks it’s more important to track your wealth rather than your budget. I also ask him to share some practical and easy steps we can take right now to help reduce our household bills without giving up the things we love. For full episode show notes visit: https://jessicamoorhouse.com/344 Learn more about your ad choices. Visit megaphone.fm/adchoices

Today I'm diving into an important topic that I've never explored before on the More Money Podcast — widowhood. When my guest, Richard Dri, lost his wife Mary in early 2020, it not only changed his life but his financial advisory business too. Richard has since switched gears to focus on helping clients navigate their finances through their grief. This episode is an incredibly important reminder to not leave estate planning until it's too late. Richard Dri is a Certified Financial Planner with close to 30 years of experience and is currently the Portfolio Manager and Vice President of Dri Financial Group. Since the loss of his wife, Richard has been on a mission to help others navigate the financial ups and downs of widowhood, which also inspired him to launch his Widowhood and Money Podcast. In this episode, Richard shares his own experience with widowhood as well as his advice for people experiencing this major life-altering event. We also get into the financial side of death, by which Richard shares the importance of cash flow, understanding asset allocations and fees, and why you should avoid emotional decision-making. For full episode show notes visit: https://jessicamoorhouse.com/343 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’m sharing a bonus episode of the podcast today! The last time I chatted with today’s guest was in 2020 and in the midst of a lockdown during the pandemic when we did a special video together. Now, two years later, Angela Iermieri joins me on the More Money Podcast to discuss inflation, rising costs, rising interest rates, and the very real possibility that a recession is coming in the near future. Angela Iermieri is a financial planner and personal finance expert with over 20 years of experience, as well as a spokesperson for Desjardins Group. She shares her expertise and educates people on personal finance by writing articles in various internal and external publications, and by putting together informational videos, webinars, and conferences. In this episode, Angela outlines the differences between inflation and interest rates (and their special relationship with each other), what inflation was like at its peak in the 1980s (and why it was a very different scenario than what we're experiencing today), and what we can do as individuals in our daily lives to help quell inflation so it gets back down to a normal level. For full episode show notes visit: https://jessicamoorhouse.com/342 Learn more about your ad choices. Visit megaphone.fm/adchoices

Like many millennials, I was sold the idea that as long as I got a degree, I’d be able to secure a well-paying job and have a long and successful career. However, as I soon learned after graduation, a degree is no longer a guarantee of anything (besides years of debt repayments perhaps). That's why I knew I needed to have Dr. Zakiya Akerele on the podcast to discuss her new book, aptly named Dump Your Degree, to explore how to make the most out of your degree anyway and how to give your career a headstart if you're still working towards your diploma. Dr. Akerele is an Atlanta-based educator and speaker. She received her Ph.D. at Fordham University and has served in various capacities at higher education institutions and at social justice, political, and non-governmental organizations (NGOs) both in the U.S. and abroad. She’s also the author of Dump Your Degree: How to Repurpose Your Education, Control Your Career, and Gain Financial Freedom. In this episode, Dr. Akerele shares what led her as a passionate educator to write this book, as well as what advice is no longer relevant for Gen Z when it comes to higher education, and why she thinks mentors are vital to a burgeoning career. She also gives some great tips on how to network with the connections you already possess. For full episode show notes visit: https://jessicamoorhouse.com/341 Learn more about your ad choices. Visit megaphone.fm/adchoices

Learning never ends when it comes to investing, which is why I’m always keen to have new guests on the show to share their unique perspectives and knowledge on the subject. This week, I’m joined by an investing expert and popular YouTuber Joseph Hogue. After serving in the Marine Corps, Joseph Hogue went on to work in corporate finance and real estate leading him to a career in investment analysis, in which he holds the Chartered Financial Analyst (CFA) designation. In 2014, Joseph left behind the corporate world to build his own online business, which included starting his wildly popular YouTube channel Let’s Talk Money (seriously, he has over 550,000 subscribers!).  In this episode, Joseph shares the good and the bad about YouTube, his own investing strategy, and the terrible investing advice to avoid at all costs. Since clickbait thrives on social media platforms, Joseph also shares why you should be aware that some creators treat investing as if it's part of the entertainment industry. We get deep and nerdy about investing, so be prepared! For full episode show notes visit: https://jessicamoorhouse.com/340 Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered what it takes to run a short-term rental on Airbnb or Vrbo? Today we’re breaking down the cost, time, and skills you need to have in order to become a 5-star rated host. To help shed light on all the nitty gritty details of short-term rental ownership is Annie Sloan, the Co-Founder, and CEO of The Host Co. As an experienced host and real estate investor herself, Annie got her start working in film and TV as a producer and director for some of your favourite HTGV shows. Since then, she has also taken on Creative Director roles at both Facebook and Twitter before co-founding her company The Host Co. In this episode, Annie shares her passion for hospitality and how her early experiences (pre-Airbnb even) as a short-term rental host led her to create a one-stop shop for hosts to help monetize their AirBnBs while creating a better experience for their guests. Annie also shares her thoughts on it being a form of passive income and if this could be a way for the younger generation to enter the real estate market. For full episode show notes visit: https://jessicamoorhouse.com/339 Learn more about your ad choices. Visit megaphone.fm/adchoices

No one gets married thinking that they’ll get divorced one day. Unfortunately, not all marriages last and if you find yourself in this position, who do you turn to when it comes to getting help with your finances? This week on the podcast, I have CPA and author of Untying the Knot Kelly LaVallie who joins me to discuss how to navigate the complexities of untying your finances from your ex and how to start again on a good financial foot. Kelly LaVallie is the President of LaVallie & Associates Advisory Services Ltd. with over 25 years of experience in the accounting world. After years of seeing her clients go through divorce and only being able to provide limited financial support, she made the choice to transition her firm into one that worked exclusively with clients in the stages of divorce. Not only that, this year she released her first book, Untying the Knot - Protecting Your Emotional and Financial Health During Divorce, to help better answer people's financial questions about divorce and share how taking back control of your finances can be incredibly empowering when starting a new life for yourself. For full episode show notes visit: https://jessicamoorhouse.com/338 Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever felt like you aren’t being seen or heard at the office? Or have you experienced micro-aggressions from your co-workers before? Unfortunately, you’re not alone. After writing an article in the New York Times called “How to Succeed When You’re Marginalized or Discriminated Against at Work,” my guest and journalist Alan Henry went on to write his newly released book Seen, Heard, and Paid, a book all about navigating toxic work environments and giving marginalized groups of people the tools they need to succeed in their careers. Alan Henry is a prominent journalist, editor, and author. He was previously the Smarter Living editor at The New York Times and the editor-in-chief of the productivity and lifestyle blog Lifehacker. He is now the author of the newly released book, Seen, Heard, and Paid: The New Work Rules for the Marginalized and is the senior editor at Wired.  In this episode, Alan shares how his experiences in a toxic work environment led him to write his new book. He also shares what language to use when you experience microaggressions at work and also what quantifies as a microaggression. Alan shares the importance of having “psychology safety” at work and why his most significant tip is to keep a work diary. This is a jam-packed conversation you don’t want to miss! For full episode show notes visit: https://jessicamoorhouse.com/337 Learn more about your ad choices. Visit megaphone.fm/adchoices

If you’re an avid listener of the More Money Podcast, then you'll know that I’m a big fan of index investing and playing the long game when it comes to growing your money. But, how and when did index investing start? Luckily my guest today, author Eric Balchunas, is sharing the history of the index fund and how one man named Jack changed Wall Street forever in his new book The Bogle Effect. Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and fund research and contributes to Bloomberg Opinion. He is also the co-creator of the Bloomberg podcast Trillions and Bloomberg TV’s ETF IQ. He’s the author of The Bogle Effect (2022) and The Institutional ETF Toolbox (2016).  In today’s episode, we learn more about the founder of the index fund and the Vanguard Group, John Clifton “Jack” Bogle. Eric deep dives into how index funds changed Wall Street, which we're still seeing the effects of in today's investing landscape. Eric is a wealth of knowledge when it comes to index investing and ETFs. I loved being able to pick his brain and get him to share his opinion on cryptocurrency and “vanilla” vs. “hot sauce” investing. I hope you enjoy this episode too! For full episode show notes visit: https://jessicamoorhouse.com/336 Learn more about your ad choices. Visit megaphone.fm/adchoices

The way we shop has changed significantly over the years and with the rising cost of goods and growing inflation, now is the time to figure out how best we can stretch a dollar and shop smarter! But what does shopping smarter actually mean? To answer that and more is my guest for today’s bonus episode, Jennifer LaForge, the General Manager for Rakuten Canada and expert when it comes to savvy shopping. Jennifer LaForge is the General Manager for Rakuten Rewards Canada. Before joining Rakuten in 2012, Jennifer spent a decade in the online travel space working for Fairmont Hotel & Resorts, Expedia.ca, and Globus. While at Rakuten, Jennifer has facilitated and was selected as one of the Globe and Mail’s top 50 best executives in Canada. In today’s episode, Jennifer shares why Rakuten is Canada’s number one place to save money while shopping at their favourite brands online. Jennifer explains how Rakuten works, including what affiliate marketing is and when the best time to buy certain items is based on the time of year. This episode is great for anyone else feeling the pinch when it comes to buying their essentials or wanting to save money when you’re in the mood to splurge. For full episode show notes visit: https://jessicamoorhouse.com/335 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to a brand new season of the More Money Podcast! After a very busy summer, I’m so excited to be back and share lots of new episodes with you featuring some brand new guests. I’m kicking off Season 15 with a dream guest I can't believe I was able to book — author, money expert and podcast host Nicole Lapin! Nicole Lapin is a financial journalist and TV news anchor best known for appearing on CNBC, CNN, Bloomberg, and MSNBC. She is also a New York Times best-selling author of several books including Rich Bitch, Boss Bitch, and her newest book, Miss Independent. Nicole is also the host of the daily podcast Money Rehab. In this episode, Nicole shares her humble beginnings as a journalist including how she went from writing poetry to delving into the business and financial world. We also talk about the biggest pain points that are facing women in order to reach financial freedom and why the recent overturn of Roe v. Wade in the United States is all about money. I loved hearing Nicole’s take on financial independence, crypto, and what we can expect next from her. I am so happy to be back and look forward to sharing more new episodes this season with you! For full episode show notes visit: https://jessicamoorhouse.com/334 Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re closing out Season 14 with my favourite topic and a return guest! On the show today is a Canadian investing expert and creator of the Canadian Couch Potato — Dan Bortolotti. Dan is back on the show to talk about his new book, Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs, which you know is right up my alley! Dan Bortolotti is a former journalist, who was a full-time writer for magazines such as MoneySense. However, over a decade ago he switched careers and is now a portfolio manager and financial planner at PWL Capital in Toronto. Dan created his popular blog (then subsequent podcast) the Canadian Couch Potato in 2010 and has become one of Canada’s most trusted resources on index investing. In today’s episode, Dan shares more about the inspiration behind his new book, Reboot Your Portfolio. We dive into where you should start when you want to make a change in your investment portfolio and the downsides to having so much access to your trades. This episode is jam-packed with info for anyone wanting to get started with passive investing or learn how to improve their current investment portfolio for the long term.  Also, I want to say a quick thank you to all the wonderful guests who joined me this season. Of course, another thank you to all listeners, thank you for tuning in each week and I’ll see you for a fresh new season in September after a short summer break! For full episode show notes visit: https://jessicamoorhouse.com/333 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’m interviewing a duo on today's episode of the More Money podcast! I’m so excited to have fellow podcasters and newly published authors, Julien and Kiersten Saunders from rich & REGULAR on the show to talk all about their new book, Cashing Out.  Julien and Kiersten Saunders currently reside in Atlanta, Georgia, and are the couple behind the popular blog and podcast, rich & REGULAR. They also have a YouTube channel in which they produce an award-winning series, Money on the Table. Today on the show they’re talking all about their new book, Cashing Out: Win the Wealth Game By Walking Away.  In today’s episode, Julien and Kiersten share what rich and regular really means, as well as setting up a system for your money that gives you back the power over your life. They get into the nitty-gritty of why we should rethink how we approach growing in our careers, and why finding a community of like-minded individuals is the best thing you can do for your social life. For full episode show notes visit: https://jessicamoorhouse.com/332 Learn more about your ad choices. Visit megaphone.fm/adchoices

This podcast is no stranger to exploring the FIRE community and digging into what financial independence means to you. Today, we’re digging even deeper into how to find out if you’re on a trajectory toward financial independence and a program that can help you figure it out. Today's guest is Tyson Koska, the Founder, and CEO of OnTrajectory, the FI financial planning software tool that allows you to see your financial future more clearly. Tyson Koska’s career started when he was a helicopter pilot for the U.S. Army. After he left the Army he switched gears and became a software engineer for 25 years. After experiencing some major life events that changed his own plans for his money he decided to make a program that would be able to take the guesswork out of financial planning. In 2018 he went full-time with his side-hustle, OnTrajectory, and hasn’t looked back since. In this episode, Tyson shares what inspired OnTrajectory and the key features it offers so that you can better plan your financial future.  For full episode show notes visit: https://jessicamoorhouse.com/331 Learn more about your ad choices. Visit megaphone.fm/adchoices

We’ve talked a lot about buying a home and investing in real estate on this podcast but what happens after you buy. What about all the costs and yearly maintenance that come with becoming a homeowner? Today those questions and so much more are being answered in today’s episode with real estate expert Romana King. Romana King has a 20-year career as a financial journalist, she currently holds the position of Director of Content at Zolo and is the former Senior Editor and real estate expert at MoneySense. She recently become a first time author and with the release of her bestselling first book, House Poor No More: 9 Steps to Grow the Value of Your Home and Net Worth.  In this episode, Romana shares why she thinks everyone needs a homeowner’s cheat sheet, so she decided to write her new book, House Poor No More. She also shares overlooked inspections and audits that should be done before you buy a home and why buying a home is part of a larger long-term goal and not simply a box to be ticked on a life checklist. For full episode show notes visit: https://jessicamoorhouse.com/330   Learn more about your ad choices. Visit megaphone.fm/adchoices

I have another returning guest joining me on the podcast today to share more about his new book and his rule of thumb for saving for retirement. Frederick Vettesse is back on the podcast to talk about his new book, The Rule of 30: A Better Way to Save for Retirement, and the different approach he took to write this book as opposed to his others.  Frederick Vettesse is the former chief actuary of Lifeworks and a best-selling author of books all about retirement. He’s also a regular contributor for the Globe and Mail. He first appeared on the More Money podcast in episode 262 where he chatted about how to not run out of money during retirement. In this episode, Frederick explains what the rule of 30 is for retirement, including how much to save and invest at certain ages and stages in your life and is it ever too late to start. We also talk about investing options including if real estate is still a good investment for your future. Another important topic we cover is planning for the best-case scenario along with the unexpected and inevitable changes that come from getting older including potential job loss and declining health.    For full episode show notes visit: https://jessicamoorhouse.com/329 Learn more about your ad choices. Visit megaphone.fm/adchoices

This week’s episode is FULL of so many interesting topics including, debt, FIRE, privilege and so much more. I’m so excited to welcome author, Paris Woods to the podcast to share how we can all learn from her mistakes in her new book, The Black Girl’s Guide to Financial Freedom.  Paris Woods is a lifelong educator, first-generation and two-time college graduate of Harvard University. She’s currently completing her doctorate at the University of Texas at Austin. In her new book, The Black Girl’s Guide to Financial Freedom, Paris teaches readers how to live an abundant life now and continue to do so in the future through her simple personal finance principles. In this episode, Paris shares her approach to FIRE, why she’s so passionate about educating the black community about finance and why debt is the number one obstacle to your financial goals. I loved reading Paris’s book because it felt like having a chat with your best friend and I hope this episode leaves you with the same feeling! For full episode show notes visit: https://jessicamoorhouse.com/328 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’ve got a returning guest joining me on the podcast today whose new book should be added to everyone’s personal finance reading list. Alyssa Davies of Mixed Up Money is on the show to talk about her latest book, Financial First Aid, and how her approach to saving for unexpected expenses can help you with your anxiety surrounding money. Alyssa Davies currently resides in Calgary, Alberta, and is a content manager for Zolo as well as a two-time Plutus Award winner for Canadian Personal Finance Blog of the Year for . The last time she was on the show was back in 2020 to discuss her first book, The 100 Day Financial Goal Journal (which is episode 235 in case you want to listen). Now two years later, she’s back to share tidbits from her new book Financial First Aid: Essential Tools for Confident, Secure Money Management. In today’s episode, Alyssa shares what she’s been up to since our last episode, why she’s passionate about emergency funds, and how big of a role therapy and taking care of your mental health has played in her financial journey. Like myself, Alyssa wants to make financial literacy more easily accessible and understandable. I can’t wait for you to listen to this one! For full episode show notes visit: https://jessicamoorhouse.com/327 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’m so excited to share this week's episode of the More Money podcast because I’m such a mega fan of my guest. You may also recognize her from popular HGTV shows like Property Virgins and Buy Herself — Sandra Rinomato! Sandra joins me on the podcast to share her expertise in all things real estate. Sandra Rinomato is a Toronto real estate Broker/Owner with over 25 years of experience. She has worked with hundreds of clients, many of them single women, and her book, Home Worthy: How to Buy Your Dream Home with Ease, outlines the importance of knowing yourself well, setting goals, remaining flexible, and keeping the goal of homeownership at the forefront of your search. In this episode, Sandra shares stories about helping single women purchase homes for the first time and how their fear for the future is often their biggest obstacle. I also ask Sandra why it seems like older generations are forgoing downsizing and what impact that has on the current market. So much is covered in this episode that you won’t want to miss!  Don't forget to enter Sandra's special giveaway for one lucky listener! For full episode show notes visit: https://jessicamoorhouse.com/326 Learn more about your ad choices. Visit megaphone.fm/adchoices

This season on the podcast we’ve been exploring alternative ways to invest your money and in this episode, we’re diving into the Canadian art world. To help navigate how to invest in art is Rob Cowley, a Canadian Art Specialist and the President and Co-Founder of Cowley Abbott.  Rob Cowley is a Canadian Art Specialist who first started as a clerk at an auction house in Toronto in 2000. In 2013, Rob and his coworker Lydia Abbott set out on their own and founded the auction house, Cowley Abbott. Cowley Abbott bridges the gap between traditional art auction services and the online fine art marketplace. Cowley Abbott’s live and online auctions have included headline-grabbing and record-setting works while providing Canadians with the expertise they need when it comes to purchasing art. In this episode, Rob shares how the pandemic caused a boom in the Canadian fine art market. He also answers my many questions about how this sort of investment works in terms of depreciation and the other costs involved in buying art. Rob also gives a great explanation about what exactly NFTs are and how they protect and benefit digital artists. This episode is full of great insider knowledge on the art world and how its become more accessible to newbie art investors, which is great news for anyone looking into alternative investments! For full episode show notes visit: https://jessicamoorhouse.com/325 Learn more about your ad choices. Visit megaphone.fm/adchoices

Calling all budding entrepreneurs, today’s bonus episode is for you! We often hear from the founders and CEOs from the U.S., but how different is it to start and find funding for your startup in Canada? The answer to that and so much more is covered in today’s episode. Joining me on the podcast is the co-founder & CEO of oxio, a Canadian home internet provider that offers fair and affordable pricing (and the one I currently use for my internet in case you're wondering).  Marc-André Campagna is from Baie-Comeau, Quebec and as I mentioned is the CEO and co-founder of oxio. After helping his parents move and set up their internet, it sparked his interest in developing a more affordable internet provider that put Canadians' needs first. This led him to drop out of Law School at Laval University to start Accès Télécom (now oxio) along with his friend Francis Careau. In this episode, Marc-André shares what it was like to launch a successful startup in Canada including finding investors, participating in an incubator program, and understanding the importance of networking. He also explains how oxio is shaking things up in the telecom industry by putting the customer experience first and why Canada needs to move away from oligopolies. For full episode show notes visit: https://jessicamoorhouse.com/324 Learn more about your ad choices. Visit megaphone.fm/adchoices

It seems like every other week there’s a new investment craze and before you can wrap your head around it everyone on social media is already on to the next one. In this week’s episode, I’m joined by a veteran of the investment industry to help navigate through all the investing noise. Gil Baumgarten is the Founder, President, and CEO of Segment Wealth Management and the author of FOOLISH: How Investors Get Worked Up and Worked Over by the System.  Gil Baumgarten has been a part of the investment industry for over 37 years and has been the multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron’s. He started his career on Wall Street in the 1980s but found it routinely emphasized its own interests over the clients. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He launched his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System last spring. In this episode Gil pulls back the curtain on Wall Street and why he ultimately decided to leave and do things on his own terms. Gil shares why a lack of understanding about short-term investing is what leads to major losses and ending up in high tax brackets. I also ask Gil what’s the difference he’s seen from working with high-net-worth individuals and what we can learn from their investment strategies. For full episode show notes visit: https://jessicamoorhouse.com/323 Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on the podcast we’re tackling a common money problem that affects millions of people everywhere. Of course I’m talking about debt. Joining me today is an author who racked up over $2 million of personal debt, despite being the owner of a mortgage brokerage at the time. Erin Skye Kelly, is on the show to share how she paid down her debt and is now helping others do the same. Erin Skye Kelly is a bestselling and award-winning author, podcast host, educator, and entrepreneur. She’s created courses and workshops focused on financial empowerment and her book “Get the Hell Out of Debt'' teaches financial literacy through a relatable and approachable lens. In this episode, Erin shares what led her to accruing millions of dollars of debt, despite working in the financial industry and why that’s a more common occurrence than you’d think. She also shares why learning to build wealth is a part of her step-by-step guide to tackling your finances and how the pandemic has shifted things for younger generations. Whether you have student loans or have been racking up credit card debt, today’s episode will motivate you to start putting together a repayment plan. For full episode show notes visit: https://jessicamoorhouse.com/322 Learn more about your ad choices. Visit megaphone.fm/adchoices

The More Money podcast is no stranger to conversations surrounding mental health and in fact I’m always happy to keep that conversation going. In today’s episode licensed psychotherapist Joyce Marter joins me to talk about her new book, The Financial Mindset Fix, and share how it's the new guidebook for getting ahold of your mental health in order to fix your financial wealth.  Joyce Marter has been a licensed psychotherapist for 25 years and has bared witness to how improving your mental health can result in an increase in your financial wealth. She’s also an entrepreneur, a national public speaker, and a mental health thought leader. She is the founder of Urban Balance, a national outpatient mental health company, and the author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life. In this week's episode, Joyce shares the correlation between mental health and financial wealth, how her book tackles topics like abundance vs. scarcity mindset, the effects of limiting beliefs and why we need to stop selling ourselves short. It was an absolute pleasure to have Joyce on the podcast and have her share lots of food for thought. For full episode show notes visit: https://jessicamoorhouse.com/321 Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk a lot about adulting on this podcast and today we’re delving back into the topic but more specifically, financial adulting. I’m so excited for today’s guest since she wrote the literal book on the subject. Joining me is the author of Financial Adulting: Everything You Need to be a Financially Confident and Conscious Adult, Ashley Feinstein Gerstley.  Ashley Feinstein Gerstley is an author, money coach, and founder of the money platform Fiscal Femme. She has over 15 years of experience in the financial services industry from investment baking to corporate finance. Her new book, , is a guide that breaks down everything you need to be a financially confident and conscious adult.  In this episode, Ashley shares how she went from investment banker to money coach, why privilege is multi-faceted, and how to overcome financial overwhelm. I really enjoyed my chat with Ashley and her positive approach to personal finance and I think you will too! For full episode show notes visit: https://jessicamoorhouse.com/320 Learn more about your ad choices. Visit megaphone.fm/adchoices

Were you one of the many people who adopted a pet during the pandemic? You wouldn’t be alone because the number of pet adoptions significantly rose during the last couple of years. My husband and I have also been toying with the idea of adopting a pet, which is why I’m so excited about today’s episode. Today’s episode is all about the real cost of owning a pet, including whether it's worth it or not to get pet insurance. To help me with this topic is Katie Blakeley, Head of Pet Insurance at MetLife. Prior to joining the MetLife team through acquisition, Katie was the CEO of PetFirst Pet Insurance. She had been with the organization since it was founded in 2004 serving in a variety of roles including Marketing Director and Vice President of Business Development. Prior to joining PetFirst, Katie worked in the thoroughbred racing industry. Katie lives in Louisville, Kentucky with her husband Chris, daughters Maddie and Charlotte, and terrier-mix (Franklin). In this episode, Katie talks about how much money should you be putting aside for monthly pet costs, why you should consider pet insurance, and how much you could expect to pay for it. I also ask Katie all about why breeds and pre-existing conditions matter when it comes to pet insurance rates. This episode is great if you’re already a pet owner or you’ve been considering getting a furry friend (like me) too. For full episode show notes visit: https://jessicamoorhouse.com/319 Learn more about your ad choices. Visit megaphone.fm/adchoices

Calling all Gen Zs, this is the episode for you! I’m so happy to welcome today’s guest on the podcast today since I’ve been an avid reader of MoneySense Magazine for over a decade. Lisa Hannam, the Executive Editor for the digital magazine, joins me today to share what Gen Z should be looking out for when it comes to getting personal finance advice.  Lisa Hannam has worked in publishing as a journalist and editor for 17 years. She is a leading force in the success of MoneySense, creating some of the publication's most viewed and sought-after content. She writes and edits popular articles about personal finance, insurance, banking, investing, practical money tips, and more. In this episode, Lisa and I talk about why you should always question the sources of the financial advice you follow and how the tone of personal finance education has changed for the better. We also discuss why understanding how your values play into how you manage your money. Lisa was such a great guest and so I know you’ll love this episode! For full episode show notes visit: https://jessicamoorhouse.com/318 Learn more about your ad choices. Visit megaphone.fm/adchoices

If you’ve ever been curious about what it takes to become a CFP, how to get your foot in the door of the Canadian financial industry, or how to set yourself for a successful retirement in Canada...then this episode is going to be just what you've been looking for. In this episode, I’m joined by Ryan Goldsman, the President of Monkey Credits and the author of Elmer's Nine & Dine: A Guide to Retirement Planning.  Ryan Goldsman is a Certified Financial Planner, has worked for some of Canada’s largest banks, and has taught at George Brown College in their financial planning program. He is now focused on growing his continuing education platform, Monkey Credits Inc. which offers courses to help future CFPs. Ryan shares how Monkey Credits was never meant to be a business, but 5 years on he’s looking to expand its offerings to help further the education of financial planners across Canada. We also talk about his book Elmer's Nine & Dine, which is a succinct guide to retirement planning for Canadians (and a book I think every Canadian should read). For full episode show notes visit: https://jessicamoorhouse.com/317 Learn more about your ad choices. Visit megaphone.fm/adchoices

Right now the investing space has been taken over with talk of cryptocurrencies and NFTs, but those aren't the only alternative investment options for investors. Heck, there are some alternative investments that even include physical things attached to them...like wine! That’s why I've got Atul Tiwari, CEO of Cult Wines Americas, back on the show to discuss all the ins and outs of investing in a portfolio of fine wine (and yes, you can actually drink the wine if you want too!). You may remember Atul from episode 170, when he was CEO of Vanguard Canada. Back then, he came on the show to share how he helped pioneer ETF investing in Canada and some of the benefits of index funds. Now, he's in a very different role, focused on educating and helping investors diversify their portfolios even more by investing in fine wine. Cult Wines originated in the U.K. in 2007, and Atul has taken on the task of bringing the company over to North America, making wine investing more accessible to Canadian investors. In this episode, Atul goes over everything from what’s the return on investment with fine wines, how to build a strong portfolio, fee structure, as well as where the wine is physically stored. As someone who enjoys a glass of wine (but rarely spends more than $15 on a bottle), I wanted to know what constitutes a fine wine, and are there wines that are bought without the intention of drinking it? If you’re keen to find out the answers and more about fine wine investing, then you’ll love this episode! For full episode show notes visit: https://jessicamoorhouse.com/316 Learn more about your ad choices. Visit megaphone.fm/adchoices

This week’s episode has a little bit of everything, including talking about budgeting, investing, and defining success on your own terms. Joining me on the show today is The Budget Mom aka Kumiko Love, whose new book My Money My Way: Taking Back Control of Your Financial Life is such a great read that is chock-full of practical finance tips.  In 2015, Kumiko found herself in $77,000 worth of debt while making a yearly salary of only $24,000 as a single mom. She managed to pay off the debt in record time, while also sharing the journey on her blog, The Budget Mom. She now has 2 million highly devoted followers that love her personally designed budget planners. Her new best-selling book, My Money My Way: Taking Back Control of Your Financial Life, shares her story, as well as others to show that you too can take control of your money. Kumiko wants people to ask themselves once they finish the book if their glass is half empty or half full when the correct answer is actually that it’s refillable. I loved having Kumiko on the show because she is such a positive and inspiring woman who wants everyone to succeed by doing money their own way. For full episode show notes visit: https://jessicamoorhouse.com/315 Learn more about your ad choices. Visit megaphone.fm/adchoices

I always find by February, the initial buzz of the new year and all those goals we’ve made have subsided. That’s why today’s episode is the perfect injection of motivation to get us all excited about our goals again. Joining me on the podcast today is bestselling author Anthony ONeal to inspire you to get rid of your debt and start living your life on your terms Anthony ONeal is an author and speaker who has helped over 250,000 people set out on a path towards a debt-free life with his chart-topping book Debt-Free Degree. He’s also reached over 15 million people in 15 different countries through his podcast The Table. In addition to helping people climb out of debt, he's also on a mission to help singles maximize their single season with both intention and grace with his new course The Single’s Blueprint: 8 Pillars to Maximize Your Single Season. In this episode, Anthony explains the starting points for getting out of debt, including having a vision for your money and zeroing in on the WHY of it all. He also shares what it means to maximize your single season and why taking control of your finances and life today will save you more time and money in the long run. For full episode show notes visit: https://jessicamoorhouse.com/314 Learn more about your ad choices. Visit megaphone.fm/adchoices

January 2021 marked the 1-year anniversary of the Gamestop stock going viral, which led to the birth of meme stocks. To help make sense of what happened during that craze and the time since is my guest, Spencer Jakab whose new book “The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors” tells the story of what led to those events and what it says about investing in today’s social media culture. Spencer Jakab is an author, award-winning financial journalist, and a former top-rated stock analyst at Credit Suisse. He also edits the Wall Street Journal’s “Heard on the Street” segment.  In today’s episode, Spencer talks about the rise of people turning to social media for investing advice and the danger of confusing investing with speculating or get-rich-quick schemes. Spencer also explains the initial purpose of the takeover of the Gamestop stocks and why it only made the rich richer. I thoroughly enjoyed talking to Spencer and hearing his take on Reddit threads like r/wallstreetbets and financial influencers, and I know you will too! For full episode show notes visit: https://jessicamoorhouse.com/313 Learn more about your ad choices. Visit megaphone.fm/adchoices

If you’ve been a listener for any amount of time then you know investing is one of my favourite topics. I’ve talked a lot about investing in stocks and index funds, but I haven't really tackled investing in real estate...until today’s episode! Joining me on the podcast is entrepreneur and real estate investor Griffin Milks.  Griffin is 25 years old and has already bought 15 houses and flipped 3 of them. After landing a government job after graduating from the University of Ottawa, where he studied business and commerce, Griffin started his YouTube channel that focuses on personal finance, stock, and real estate investing. As his YouTube channel and real estate portfolio grew, he was able to leave his 9-to-5 and become a full-time entrepreneur.  In this episode, I pick Griffin’s mind about how he’s been able to build up a real estate portfolio at such a young age, and what his long-term strategy is. Griffin also shares his investing philosophy for building wealth and why he advocates for taking your time to do your research instead of getting sucked into the clickbaity world of TikTok and Reddit. For full episode show notes visit: https://jessicamoorhouse.com/312 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to a new season of the podcast! I hope you’ve had a nice winter break and like me are ready to get this year started. To kick off Season 14, I’m joined by author and personal finance reporter Erica Alini, whose new book Money Like You Mean is the perfect new year read.  Erica Alini lives in Toronto and is the incoming personal finance reporter for The Globe & Mail after being a financial journalist at Global News for several years. She was also the face and creator of the Global News' Money123 personal finance series, which aired on Global National every Saturday evening for nearly two years. In this episode, we cover so many topics that Erica writes about in her new book, Money Like You Mean It, such as the trouble with buy now, pay later apps, renting vs. owning, how to increase your income, and why the pandemic is partially the reason behind the growing popularity in investing.  For full episode show notes visit: https://jessicamoorhouse.com/311 Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the season finale for Season 13 of the More Money Podcast, can you believe it? Soon, we’ll all be ringing in the new year and hopefully see 2022 be the fresh start we all need. Joining me again on the podcast for this very special episode is the international best-selling author behind one of my all-time favourite personal finance books Millionaire Teacher, Andrew Hallam. Andrew is on the podcast today to talk about his new book Balance, which explores how to spend and invest in happiness and why our definition of success needs to be redefined.  Andrew is a speaker, author, and personal finance writer. He’s given personal finance talks in more than 32 countries but still finds time to travel the world, explore jungles and climb volcanoes with his wife. His new book, Balance, is a combination of personal anecdotes and behavioural scientific studies that aim to share how we can get happier and wealthier. Balance is available for pre-order now but will be available on January 18th, 2022.  I loved having Andrew back on the podcast and being able to chat about investing and why we are striving for things that we don’t actually want. Our chat was the perfect way to end this year and look toward the future. I hope that you have a wonderful holiday and a happy new year and I’ll be back in mid-January 2022! For full episode show notes visit: https://jessicamoorhouse.com/310 Learn more about your ad choices. Visit megaphone.fm/adchoices

We all know I’m a hardcore index fund investor and love to talk about the benefits of passive investing for building long-term wealth. But I’m also often asked if I invest in individual stocks, to which I answer "Yes, I do actually." One of the ways that I learn about potential stocks to invest in is Motley Fool Canada, and Chief Investment Advisor Iain Butler joins me on today’s bonus episode of the podcast to talk stocks in-depth. Motley Fool Canada offers financial and investing research and education, and Iain has been an employee with them since 2012. He is a Chartered Financial Analyst (CFA) and the Lead Advisor on Fool Canada's flagship Stock Advisor Canada product. His investing interests are centered on scouring the market for interesting businesses that trade at under-valued prices and offer an appealing risk/reward relationship.  In this episode, Iain shares why you should still have your overall portfolio in mind when investing in individual stocks and how having a long-term strategy is key to earning a greater return and reaching your investment goals. We also talk about the feelings of FOMO when it comes to the growing popularity of NFTS, meme stocks, and cryptocurrencies, and why Motley Fool Canada is a great place to learn more about how to invest in today's market with their daily updates and research. For full episode show notes visit: https://jessicamoorhouse.com/309 Learn more about your ad choices. Visit megaphone.fm/adchoices

As the podcast starts to wind down before a short winter break, I’m so glad that before the end of the season I get to share today’s episode. Today we’re tackling some important topics like privilege, money trauma, and how to build generational wealth as a child of immigrants. To help navigate these topics is my guest and fellow Accredited AFCC® Parween Mander.  Parween is a South Asian money expert and founder of the Wealthy Wolfe. She holds the Accredited Financial Counselor Canada® designation and is also a certified Trauma of Money Facilitator. She’s on a mission to provide honest and relatable financial coaching for women of colour. From her upbringing as a child of immigrants, she has been determined to help other WOC overcome their financial traumas and build generational wealth. Parween shares how her money journey began at 16 and why privilege is often a big part of people’s money journey that isn't acknowledged. There needs to be more diversity in this industry and I’m glad Parween is one of the amazing voices that’s spreading that message and her financial expertise.  For full episode show notes visit: https://jessicamoorhouse.com/308 Learn more about your ad choices. Visit megaphone.fm/adchoices

As someone who decided to sell her townhouse and buy a new house in Toronto this year, I can vouch for how crazy the Canadian housing market is right now. Although my experience is specifically in Toronto, talking to people across the country every single day...I know that people have similar experiences from coast to coast. Since real estate has become such a hot topic, especially because of the pandemic, I wanted to gain some further insight into why the housing market has exploded in the past two years and hear some predictions for what we can expect in the future. To provide that insight, I've got John Webster, President & CEO of Scotiabank Mortgage Corporation, joining me for this episode. John has 30+ years of experience in mortgage lending, and in addition to being the President & CEO of Scotiabank Mortgage Corporation, he's also the Head of the Real Estate Secured Lending Unit at Scotiabank which includes Scotia Mortgage Authority and Home Financing Solutions. John was previously the President & CEO of Maple Trust Company which was purchased by Scotiabank in 2006. He is also a founding member of the Canadian Association of Accredited Mortgage Professionals (CAAMP) now called Mortgage Professionals Canada, and was inducted into the Canadian Mortgage Hall of Fame in 2009. In this episode, John shares how the pandemic put pressure on the housing market and why the demand for housing will continue to be greater than the supply into the future. John also shares how lenders have had to adapt to this new normal over the past 18 months and the digital products and services they’ve introduced since the start of the pandemic. I love talking about real estate and especially when I can get an insider perspective on how we can best navigate the market, so I am very excited to share today’s episode with you! For full episode show notes visit: https://jessicamoorhouse.com/307 Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s episode, we’re being treated to a history lesson on index funds from my guest who wrote the book all about it. Robin Wigglesworth’s new book, Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever, gives a broader history of index investing and how that has influenced the current markets.  Robin Wigglesworth is an author and the global finance correspondent at the Financial Times since 2008. He focuses on the biggest trends reshaping markets, investing, and finance across the world by sharing long-form features, profiles, and columns. Robin’s new book is a fascinating look at the financial history of index funds and why it was the invention that Wall Street initially never wanted.  In this episode, Robin shares how he fell into financial journalism and how his work allows him to be paid to learn. I was excited to talk to Robin because I thoroughly enjoyed his book, which is now going on my list as one of my favourite investing books, especially if you're a die-hard index investor like myself. For full episode show notes visit: https://jessicamoorhouse.com/306 Learn more about your ad choices. Visit megaphone.fm/adchoices

Being single shouldn’t have to mean that you can’t achieve all your financial goals, like owning your own home or retiring early. That’s why this week I’m talking with Ardelle Harrison who wrote a book all about how to be financially independent and why we should plan to be, even if we’re not currently single. Ardelle’s book “Bank on Yourself: Why Every Woman Should Plan Financially To be Single, Even If She's Not” was spurred by her interest in personal finance and out of the necessity of wanting to travel, pay for post-secondary education, and purchase a property. Ardelle is now a retired teacher and has been able to achieve all of her financial goals without relying on a partner. Ardelle’s book explains the importance of knowing the ins and out of your finances, despite your marital status, and how to best plan for your financial future. Ardelle shares how she’s handled the critics in her life who thought her financial goals were unattainable and why you need to find a team, personal and professional that can help you with your goals. This is a great episode for anyone no matter your age or what your relationship status is to know that even if you’ve never done something doesn’t mean you can never do it. For full episode show notes visit: https://jessicamoorhouse.com/305 Learn more about your ad choices. Visit megaphone.fm/adchoices

You know that I love talking about investing on the podcast, especially when I can get different perspectives about the topic. For today’s bonus episode, I’m joined by Michael Kovacs, the founder, president & CEO of Harvest Portfolios Group.  Michael Kovacs got his start as a stockbroker in the '80s, which would later influence his decision to start Harvest Portfolios Group in 2009. Michael believes that the best way to create wealth is to invest in quality companies for the long term. This is reflected in the ETFs developed by Harvest, which are focused on investing in strong businesses that have the potential to grow and generate steady income over time. In this episode, Michael shares why Harvest is different from other ETF portfolio companies and breaks down how they also use options in some of their ETFs in order to generate income and growth.  For full episode show notes visit: https://jessicamoorhouse.com/304 Learn more about your ad choices. Visit megaphone.fm/adchoices

For this week’s episode, we’re getting deep. We’re talking about the intersection of trauma and money. To help talk about how the two subjects connect is holistic wealth coach Morgan Blackman.  Morgan is the CEO of Holistic Bucks Coaching Inc. and is a certified Trauma of Money facilitator. The aim of Morgan's wealth and wellness coaching business is to help female business owners and leaders better understand their relationship with money in order to become financially secure and build generational wealth.  In this episode, Morgan explains how past traumas, regardless of their severity, can affect every part of our lives including our money. She also delves into the different trauma healing methodologies she uses in order to tackle those money-limiting beliefs. Morgan is a big believer that by taking care of your mental well-being, the rest of your life, including your wealth, will feel the healing effects. I'm a huge advocate for mental health (you know I've mentioned several times on the podcast I see a therapist!) and it was so great to hear from Morgan about how she's bridging the gap between money and mental health. For full episode show notes visit: https://jessicamoorhouse.com/303 Learn more about your ad choices. Visit megaphone.fm/adchoices

I’m so excited for this week’s episode of the podcast because we’re talking about the money side of owning a small business and going freelance. I’m joined by Joe Collins, CPA, who is the partner and owner of the accounting firm Avalon Accounting.  Joe's accounting firm Avalon Accounting focuses on working with Canadian small businesses because he believes they have a significant positive impact on our world (and I'd have to agree with that!). After some failed attempts at entrepreneurship, Joe still wanted to be a part of that world and decided to merge his passion for entrepreneurship with his affinity for numbers. This led him to go back to school and start his own accounting firm. As you can tell from his interview with me, he’s passionate about helping Canadian small business owners get to grips with their finances so that they can focus more on growing their bottom line.  What you can look forward to in this episode is Joe answering small business owners' most pressing questions on taxes, write-offs, and common beginner mistakes to avoid when starting a business for the first time. I was so excited to talk to Joe since I’ve often referred back to his YouTube channel that shares hard-to-find answers to common questions multiple times. Whether you’re a freelancer, small business owner, or are just curious about what to know when it comes to starting a business...this is the episode for you! For full episode show notes visit: https://jessicamoorhouse.com/302   Learn more about your ad choices. Visit megaphone.fm/adchoices

BONUS EPISODE! This episode is incredibly apt if you’ve been following along on my house hunting journey because it’s all about mortgages! I’m joined by the Branch Manager of the Bay Street Branch in Toronto for Alterna Savings, Michael Borrelli. Michael has been in the financial services industry for over 19 years with expertise in retail banking, product management, and acquisition. Michael is passionate about financial literacy and giving people transparent advice from a caring place so that they can better their financial wellbeing. In this episode, Michael fields my laundry list of questions all about mortgages and what to know for first-time buyers, how to set a budget to buy a property, and explains what all that mortgage jargon means in real terms. This episode is great for people who are thinking of getting into the real estate market and buying a home for the first time or already seasoned homeowners since I even learned some incredibly useful, new things! For full episode show notes visit https://jessicamoorhouse.com/301 Learn more about your ad choices. Visit megaphone.fm/adchoices