Dan Bortolotti, a.k.a. The Canadian Couch Potato and well-respected investment portfolio manager and financial planner at PWL Capital, came on the show back in 2022 and shared exactly what you need to do to set up the right investment portfolio for you so you can reach your goals, keep your costs low, and spend hardly any time on it per year. Dan is a legend in the personal finance community, so I hope you enjoy this episode as much as I did!

This episode originally aired on June 15, 2022.

To find the original show notes for this episode visit jessicamoorhouse.com/333

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Financial resources

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• My bestselling book Everything but Money
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I've got an incredibly inspirational guest for this episode! Dasha Kennedy, founder of the Broke Black Girl and author of Moving Beyond Broke: The Power of Perseverance in Personal Finance, shares her story of growing up low-income, surviving divorce and becoming a single parent, and learning about managing money on her own. On her personal finance journey, she realized she could help other women, especially Black women, in similar circumstances, which led her to create a massive community online where she now teaches others how to build generational wealth, increase your income, and ultimately move beyond broke once and for all.

For full episode show notes visit jessicamoorhouse.com/432

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

One of my favourite Canadian personal finance books to recommend is Larry Bates' Beat the Bank because it's exactly what every Canadian needs to know about how to advocate for yourself, not pay too much in fees, and navigate the complex and sometimes secretive world of finance. Considering Larry worked in finance for over 35 years, he knows what he's talking about and holds nothing back.

This episode originally aired on January 22, 2020.

To find the original show notes for this episode visit jessicamoorhouse.com/223

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

Leisa Peterson first came on the podcast in 2020 to talk about her first book The Mindful Millionaire, so I'm thrilled to welcome her back to talk about her new book The Money Catalyst where we deep-dive into the topics of scarcity, abundance, nurturing your inner wealth and transforming your relationship with money. What's also very different about her new book is that it's written as a narrative instead of a more traditional how-to style. If you know me, you know I love personal finance books written like this (like The Latte Factor and The Wealth Barber), so if you're like me, you'll love this book too!

For full episode show notes visit jessicamoorhouse.com/431

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

Too often, we confuse money for happiness, while it's simply a tool that can help us increase our happiness (to a limit). To talk about how to get your happy back and how to use money strategically to help you get there, for this episode, we're re-listening to my interview with Melissa Leong, author of Happy Go Money and money expert on The Social.

This episode originally aired on February 6, 2019.

To find the original show notes for this episode visit jessicamoorhouse.com/181

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

It’s been an interesting year for investing so far, which is why I’ve invited Amber Kanwar, former anchor and reporter on BNNBloomberg and now host of the top investing podcast In the Money, to come on show to talk about what’s going on with the markets now and what tips she’s learned from her years of interviewing the best investors in the country. We also discuss her unconventional journey to becoming a finance journalist and now podcast host, as well as what her personal investing strategy looks like.

For full episode show notes visit jessicamoorhouse.com/430

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

It's not about the latte! Most people (and money experts) misunderstand the true meaning of the latte factor, so who better to ask what it really means than co-author of The Latte Factor John David Mann. In this re-listen episode, we discussed what it was like writing this narrative-style personal finance book with bestselling author David Bach (The Automatic Millionaire), and the core messages of the book such as spending within your value system, setting strong financial goals, and never giving up on yourself, especially when times are tough.

This episode originally aired on March 27, 2019.

To find the original show notes for this episode visit jessicamoorhouse.com/190

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

Knowing what we know now about money, I bet most of us would do things differently if we could go back in time. Although time machines don't exist, at least there's Shannon Lee Simmons' new book Making Bank: Money Skills for Real Life which was written specifically for teenagers so they can not only avoid repeating the same money mistakes we made, but they can learn all the skills they need to reach financial freedom during they most formative years. If you've got a teenager (or know someone who does), you're going to want to listen to this and then buy them a copy of this book!

For full episode show notes visit jessicamoorhouse.com/429

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

This episode was incredibly relevant back in 2020 (and this originally aired before Covid and the crash!), and it's still just as relevant with the current economic situation we find ourselves today. If you want to know what to do with your investments from a true professional and expert in the field, Ben Felix, who is not only a CFP, CFA and CIM, but also the Chief Investment Officer and Portfolio Manager at PWL Capital, then you need to listen to this episode.

This episode originally aired on February 5, 2020.

To find the original show notes for this episode visit jessicamoorhouse.com/225

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Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.

Want to know how to find your financial joy? Because at the end of the day, money is just a tool. It's not the end goal. But joy, peace and happiness certainly are and money can help you fulfill that. In this relisten episode, Ken Okoroafor, founder of The Humble Penny and now a best-selling author of Financial Joy: Banish Debt, Grow Your Money and Live Joyfully in 10 Weeks, shares his story of humble beginnings to reaching financial independence as well as tips on how we can all find our own version of financial joy.

This episode originally aired on April 21, 2021.

To find the original show notes for this episode visit jessicamoorhouse.com/277

Follow me

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• Facebook @jessicaimoorhouse
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• LinkedIn - Jessica Moorhouse

Financial resources

• My website
• My bestselling book Everything but Money
• Free resource library
• Budget spreadsheet
• Wealth Building Blueprint for Canadians course

Hosted on Acast. See acast.com/privacy for more information.