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 jessicamoorhouse.com/333

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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 jessicamoorhouse.com/332

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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

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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 jessicamoorhouse.com/331

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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

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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 jessicamoorhouse.com/330

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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.

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 jessicamoorhouse.com/329

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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 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 jessicamoorhouse.com/328

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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.

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 jessicamoorhouse.com/327

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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.

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 jessicamoorhouse.com/326

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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 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 jessicamoorhouse.com/325

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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.

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 jessicamoorhouse.com/324

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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.