On this episode of It’s Never About Money, I am joined by Shaun Maslyk, a trained and practising Certified Financial Planner® and Certified Financial Behavior Specialist®. Shaun integrates psychology, positive psychology, and coaching psychology theories to help people understand their money stories and flourish beyond their finances.

  In our conversation Shaun shares his journey into financial psychology, the relationship between money and happiness, and the concept of financial flashpoints - highly emotional events from childhood that shape our financial behaviours. We also discuss the PERMA model of well-being, which includes five key pillars: Positive Emotions, Engagement, Relationships, Meaning, and Achievement. 

  This episode is a deep dive into the intersection of money, psychology, and well-being, offering valuable insights for anyone looking to improve their relationship with money and live a more meaningful life.

FIND OUT MORE:

• Connect with Shaun on LinkedIn: https://www.linkedin.com/in/shaunmaslyk/
• Visit Shaun’s Website: https://www.shaunmaslyk.com/
• Listen to The Most Hated F Word Podcast: https://www.listennotes.com/podcasts/the-most-hated-f-word-shaun-maslyk-vo5UQf8WGV_/

  ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au/

It’s Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It's Never About Money, I welcome David Delisle. David is founder of The Awesome Stuff™, an Amazon bestselling author, entrepreneur, real estate investor, speaker, and most importantly, a dad.

This episode is centred around David’s book, The Golden Quest, as we discuss teaching financial literacy to children and how to live a richer life with what is most important to you. We are also joined by my 7 year old nephew, Julian, who has read David’s book and had some interesting thoughts to share. This is a must listen for anyone wanting to breach the topic of money with the children in their lives.

FIND OUT MORE:

• Learn more about The Golden Quest on Facebook: https://www.facebook.com/onlyBuyTheAwesomeStuff   
• Follow The Awesome Stuff on Instagram: https://www.instagram.com/theawesomestuff
• Connect with David on LinkedIn: https://www.linkedin.com/in/david-delisle-b37262
• Check out David’s Youtube channel: https://www.youtube.com/@theawesomestuff 
• Visit The Awesome Stuff website: https://theawesomestuff.com/david-delisle/ 
• Listen to David on other podcasts: https://open.spotify.com/playlist/76Dp9mEP8960yfvTppYcx7 
• Buy your own copy of The Golden Quest: https://www.amazon.com.au/Golden-Quest-Your-Journey-Rich/dp/1777718902 

  ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au/ 

It’s Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It's Never About Money, I welcome Peter Winneke, author of Give While You Live. With over 20 years of experience in strategic philanthropy, Peter has established more than 100 philanthropic family foundations and has served in leadership roles with several prominent foundations in Australia. 

In our conversation we discuss the importance of impactful giving and the current state of the philanthropic sector in Australia. Peter offers insights on best practices to enhance charitable contributions, shares his journey into philanthropy, and the culture of family giving. Tune in for an enlightening discussion on generosity and legacy building!

We’re giving away 10 copies of Peter’s book, ‘Give While You Live’! The first 10 people to email [email protected] with a suggestion to retitle our Special Report (currently titled “Your Roadmap to Charitable Giving”) will receive a copy of this incredible book!

To join the waitlist for our special report for families: Your Roadmap for Charitable Giving - head to: https://itsneveraboutmoney.com.au/join-the-waitlist-charitable-giving/

FIND OUT MORE:

• Follow Give While You Live on Instagram: https://www.instagram.com/givewhileyoulive
• Connect with Give While You Life on LinkedIn: https://www.linkedin.com/company/give-while-you-live/
• Visit the Give While You Live website: http://www.givewhileyoulive.com.au/

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au/ 

It’s Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It’s Never About Money, I am joined by Dr Alain Bestavros, a renowned oncologist and haematologist, based in Montreal, Canada. He has been a cornerstone at the Integrated Cancer Centre at Laval, and also serves as an adjunct Professor and leading researcher at the McGill University. He also happens to be my cousin.

In this wide ranging and at times deeply personal conversation, we discuss the causes of cancer, how it can impact a person’s life and those around them, the links between stress and cancer, and how it is possible to find meaning when faced with the worst news imaginable. 

FIND OUT MORE:

• Alain’s LinkedIn:  https://www.linkedin.com/in/alain-bestavros-94526b16/ 

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au/ 

It’s Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It’s Never About Money, I am joined by Simon Brown, co-CEO of Banqer. Banqer is a leading financial education platform that has reached over half a million school students across Australasia. In his role, Simon combines his deep passion for finance, technology, and education to empower teachers and elevate students' financial literacy and overall well-being. 

In our conversation, we dive into the challenges and triumphs of teaching financial literacy in the digital age, with Banqer leading the way in making financial education both accessible and engaging in schools. We also explore the profound connection between financial literacy and well-being, and the on-going need for financial education for adults.

I hope you enjoy this fascinating conversation with Simon!

  FIND OUT MORE:

• Follow Banqer on Facebook: https://www.facebook.com/banqer/
• Connect with Banqer on LinkedIn: https://www.linkedin.com/company/banqer/
• Follow Banqer on YouTube: https://www.youtube.com/channel/UCRN7tvLrE6SVbSK9NQ48Wzg
• Visit their Website: https://banqer.co/au 

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au/ 

It’s Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It’s Never About Money, I am joined by Maya Marcus, CEO of Kids in Philanthropy. Kids in Philanthropy is a not for profit focused on supporting young people experiencing disadvantage by empowering the next generation of Australians to be philanthropists; giving their time, talent and treasure to those in need. 

In this episode we explore the impact children can make through socially responsible causes and charitable giving. We discuss the importance of engaging the next generation in giving their time, talent, and treasure to support those in need, and how such involvement can create lasting change. Enjoy the episode!

FIND OUT MORE:

• Like Kids In Philanthropy on Facebook: https://www.facebook.com/KidsInPhilanthropy
• Follow Kids In Philanthropy on Instagram: https://www.instagram.com/kip_kidsinphilanthropy
• Follow Kids In Philanthropy on Twitter: https://x.com/KidPhilanthropy
• Visit the Kids In Philanthropy website: https://kip.org.au

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: www.siadvisory.com.au

It’s Never About Money is powered by Stephan Independent Advisory: www.itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It's Never About Money, I am joined by Scott Rick, Associate Professor of Marketing at the University of Michigan’s Ross School of Business. Scott's research, which spans across marketing, psychology, economics, and neuroscience, provides a science-based guide to understanding and transforming how we manage money in relationships.

In our conversation, we delve into a number of topics raised in Scott’s book, "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." Leaving no stone unturned, we discuss what it means to be a tightwad vs a spendthrift, communal vs exchange relationships and tips to help you and your relationships (wherever you fall on the continuum of spending behaviours).

This was a truly fascinating conversation with Scott! Enjoy!

FIND OUT MORE:

> Follow Scott on Twitter

> Connect with Scott on LinkedIn

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://www.siadvisory.com.au 

It’s Never About Money is powered by Stephan Independent Advisory: https://www.itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It’s Never About Money, I am joined by Alex Kirby, Founder and CEO of Total Family Management. A visionary leader based in the Washington DC-Baltimore area, Alex established Total Family Management in 2022, driven by the belief that family is central to everyone's life. 

In our conversation we navigate the complex terrain of aligning family values, social fitness, the importance of nurturing personal relationships, and utilising the five forms of family capital to enhance not just individual wealth but also the social and emotional fabric that unites a family. It was great to have such a rich conversation with a like-minded individual. Make sure you tune in!

FIND OUT MORE:

> Connect with Total Family Management on LinkedIn

> Visit the Total Family Management Website

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: https://siadvisory.com.au

It’s Never About Money is powered by Stephan Independent Advisory: https://itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

In this episode of It’s Never About Money, I am joined by Daniel Flynn, co-founder and managing director of one of Australia’s most successful startups, Thankyou. Thankyou’s products are stocked by major retailers in Australia, with every product contributing to helping end global poverty. To date, Thankyou has raised over $17 million to impact the lives of people across 22 countries.

In our conversation, we explore the transformative power of turning entrepreneurial spirit into a beacon for social good. We also discuss the role of faith and fulfilment in shaping Daniels profound decision making at a young age. This conversation is more than just a story of one man's path; it’s testament to how business can be an instrument of change. Tune in for a truly enriching listen! 

FIND OUT MORE:

> Follow Thankyou on Facebook and Instagram

> Connect with Daniel on LinkedIn

> Visit Thankyou’s website

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: http://www.siadvisory.com.au

It’s Never About Money is powered by Stephan Independent Advisory: http://www.itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/ 

This week on It’s Never About Money, I am joined by David Ward, the Technical Director of Australian Philanthropic Services (APS). David worked in banking for nearly 20 years before moving into the philanthropy sector. In that time, he held senior positions at ANZ, including Chief Economist (New Zealand). David is a director of several Private Ancillary Funds and is Chairman of the Australian Philanthropic Services Foundation, APS’s Public Ancillary Fund.

In this episode, David shares his journey from the financial sector to the world of philanthropy. We delve into the concept of structured giving, exploring the various ways families and businesses can contribute to charitable causes in a more organised and impactful manner. David also addresses and dispels 3 common myths when it comes to structured giving. I hope you enjoy the episode!

Please note that the information contained in this episode is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

FIND OUT MORE:

> Connect with David Ward on LinkedIn

> Visit the Australian Philanthropic Services Website

ABOUT IT'S NEVER ABOUT MONEY:

Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: www.siadvisory.com.au

It’s Never About Money is powered by Stephan Independent Advisory: www.itsneveraboutmoney.com.au

It’s Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/