Mac Gardner CFP® | Founder and Chief Education Officer | Author |

BIO:

Mac Gardner, CFP® - Founder and Chief Education Officer - has served in the Financial Services industry for over 20 years.  His passion for educating others led him to publish two books, "Motivate Your Money!" and "The Four Money Bears". As the Founder and Chief Education Officer of FinLit Tech he works to build a bridge between Financial Literacy and Financial Technology.

Highlights:

The value of embracing/accepting course corrections in our money storiesHow our families impact/influence our money storiesHow children observe and learn to spend money from their parentsHow our money mindsets shape our relationships with moneyMac explains his 5 steps to financial successHow to teach your kids about money in an effective and positive mannerUnderstanding the four "Rs" of our relationship with moneyHow to implement impactful money lessons for childrenWhy teaching our children about money is a generational gift

LINKS:

Mac's company FinLit Tech: CLICK HEREThe Four Money Bears CLICK HEREMotivate Your Money!: Plan Spend Save Invest Gift CLICK HERE

Dominique Henderson CFP | Financial Planner | Speaker | Author

BIO:

Dominique J. Henderson, Sr. began serving the financial industry in 1998. Hisa personal mission statement is: R.E.A.L. financial advice has the ability tochange family trees, and everyone deserves an opportunity to change theirfamily tree.

As 2x founder, Dominique spends his time helping both consumers andproviders of financial services. DJH Capital Management focuses onhelping clients make the "bigger, better" decision with their money while TheJumpstart Coaching Lab educates and coaches the next generation offinancial professionals to serve the growing group of individuals seekingfinancial advice.

Dominique is the author of Assess, Address & Adjust: A Practical Guide toBecoming Unstuck and Achieving Your Goals, is an engaging collection ofideas formed into frameworks so people can achieve their goals. He hasbeen featured on various media platforms such as US News & World Report,Yahoo, GoBankingRates.com, and Investopedia’s Advisor Insights. He wasnamed as one of Investopedia's 100 Top Financial Advisors in 2021. He's the hostof the Conversations for Financial Professionals podcast dedicated tohelping both consumers and providers of financial services by shaping thenext generation of financial advice.

LINKS:

Dominique's book: Assess, Address, and Adjust: A Practical Guide to Becoming Unstuck and Achieving Your GoalsDominique's website: CLICK

With Aja Evans | Therapist | Speaker | Financial Therapist

BIO:

Aja Evans is a board-certified therapist, speaker and writer specializing in financial therapy. With over a decade of experience in mental health, Aja’s expertise sits at the intersection of feelings and all things “money.” As an active contributor to the dialogue around financial well-being, she has a blog, All The Feels and a recurring column, Finance in Focus with Square Banking. Her advice has been quoted in Business Insider, Bloomberg, The Washington Post and Nerd Wallet, among other publications. She is a woman on a mission to get people engaged in living their best lives while attuning to their thoughts, feelings, and behaviors around money. 

Highlights:

The value of bridging mental health and moneyNavigating the intersection between self-esteem and moneyClosing the racial wealth gap & supporting first time generational wealth buildersHow our financial comfort zones impact our relationships with moneyDiscovering the underlying causes of your anxiety around moneyChanging the way you think and feel about moneyUnlearning negative behaviors

LINKS:

@AjaETherapyAjaEvansCounseling.com

Dr. Anna Yusim | Psychiatrist | Author | Executive Coach

BIO:

Dr. Anna Yusim is an internationally recognized, award-winning, Stanford- and Yale-educated Board-Certified Psychiatrist and Executive Coach. With clients including Forbes 500 CEOs, Olympic athletes, A-list actors and actresses, and the Chairs of academic departments at top universities, Dr. Anna Yusim has helped over 1500 people in 70 countries achieve greater impact, purpose and joy in their life and work. As a Clinical Instructor at Yale Medical School, Dr. Yusim is presently creating the world’s first Spirituality and Mental Health Program at Yale. She has published over 100 articles on the intersection of medicine, mental health, spirituality and well-being. She is a frequent guest on CNN, FoxNews, ABC and other news outlets, and has appeared on hundreds of national TV shows, radio programs and podcasts

Links:

Dr. Anna Yusim's website: CLICK HEREDr. Abba Yusim's Book: Fulfilled: How the Science of Spirituality Can Help You Live a Happier, More Meaningful Life

Derek Hagen CFP, FBS, CFT-I, CFA | Financial Planner | Meditation Teacher | Meaning Practitioner

BIO:

Derek Hagen is the founder of Money Health Solutions®️, a financial therapy and life planning firm. Money Health Solutions helps clients live intentionally and mindfully, using money as a tool to support their ideal life. He facilitates financial health by helping clients understand their own money psychology, lowering financial stress, and increasing confidence in financial decisions. Derek also started Money Health Weekly, a personal finance blog and newsletter focusing on the psychology of money, using personal stories and simple drawings to help demystify money for readers.

Derek has worked in financial services for over 18 years, including serving as Vice President of Investments and Planning for a prominent investment advisor, and Director of Wealth Management for a small wealth manager. He makes it his number one priority to simplify money matters, using plain English. He is professionally trained in financial psychology, financial behavior, financial planning, and behavioral finance.

Highlights:

How our unconscious judgements may be keeping us stuck in our old money storiesHow cultivated mindfulness can “enhance” experiential relationships with moneyThe common misconceptions between mindfulness and meditation and how we can use meditation to put some space between our stimulus and responseHow we can attempt to snap out of our default money storyWhy money can be an outstanding teacher if we surrender and let goHow “intentional financial” living can bring us greater joy and happiness

Links:

Derek's Website: CLICK HEREDerek's Newsletter: CLICK HERE

With Franz Metcalf | Professor | Author and BJ Gallagher | Author | Speaker | Consultant

BIO:

BJ Gallagher:

BJ Gallagher is a workplace consultant, popular speaker, and prolificauthor with over 30 books to her credit – business books that educate andempower, women's books that enlighten and entertain, spiritual books thatinspire and inform. Whether her audience is corporate executives, workingwomen, or job seekers, her message is “The Power of Positive DOING.”

BJ's international business fable, A Peacock in the Land of Penguins(Berrett-Koehler) is THE best-selling diversity book in the world – over400,000 copies sold in 23 languages. She conducts diversity workshops,delivers keynotes, and provides consulting on workplace diversity.

Franz Metcalf:

Franz’s background and varied professional achievements combine the spiritual and thescholarly, religious feeling and critical thinking. He began his graduate studies almost 30 years ago (yes, he’s getting a bit long in the tooth), at the Graduate Theological Union,Master’s degree through comparing Buddhist and Catholic spiritual retreats. He earned adoctoral fellowship to the University of Chicago and pursued his abiding personal interest inZen by writing his dissertation on the question, “Why do Americans practice ZenBuddhism?”

Franz is a founding member of the Forge Institute for Spirituality and Social Change and author of five books, including What Would Buddha Do?, a best-seller published in over a dozen languages. His latest book is Being Buddha at Work. He continues to inquire into Buddhism and psychology, both academically and personally. His most beloved project (though he’s losing control over it) is his daughter, Pearl Miroku. Over the last dozen years he has been involved in anti-racist work in Pearl’s schools and in his own teaching. He finds this work integral to being a good parent, a good white person, and a good Buddhist.

Highlights:

Why Zen Buddhism has gained interest in the western worldUsing lessons from Buddha:On taming our internal desires for moreUnderstanding when is enoughFinding peace internallyEliminating "suffering" around the stress with hold around money Finding balance with your relationship with moneyLearning to dance with detachment and attachmentUtilizing the Buddha’s teaching on money and happiness

LINKS:

Being Buddha at Work: 108 Ancient Truths on Change, Stress, Money and Success CLICK HEREBJ Gallagher's Website #1: CLICK HEREBJ Gallagher's Website #2: CLICK HERE Franz Mecalf's books: CLICK HEREFranz Metcalf's Website: CLICK HERE

With Dr. Alex Melkumian PsyD, LMFT | Financial Psychologist | Author |

BIO:

Dr. Alex Melkumianis a licensed Marriage and Family Therapist and founder of Financial Psychology Center in Los Angeles, California.

He is devoted to helping clients improve their financial and mental health by uncovering patterns in their relationship with money that keep them stuck and suffering.

Specifically, he has worked with athletes to improve their financial wellness and overall performance. Financial psychology is the intersection of financial literacy, emotional awareness, financial beliefs and cultural factors.

Dr. Alex Melkumian focuses on uncovering the truth of our personal financial stories and helps people to discard outdated stories and create new stories based on their wishes.

An immigrant from the Soviet Union he has lived in Los Angeles, California for more than twenty years basing both his studies and his practice there. Dr. Melkumian is married to his wife of ten years and father to two rambunctious children.

Highlights:

How financial stress is an unspoken pandemic impacting the majority of all people?How the “gig-economy” is leaving an overwhelming amount of people financial stressDealing with the financial stress that comes along with intermittent variable incomeHow to cope with the immense financial stress we all faceWhy we need to move passed saying we feel “stressed” and recognize the deeper cause of that stressUnderstand the financial and health benefits of “emotional granularity.”Learn to dance and move past your inner money criticThe benefits of learning how to emotionally budget

LINKS:

Dr. Melkumian's New Book: CLICK HEREDr. Melkumian's Website: CLICK HEREDr. Melkumian's LinkedIn: CLICK HERE

Esther Maddux Ph.D., CFP® | Resource Management Consultant

BIO:

Dr. Esther Maddux has been Certified Financial Planner (CFP®) since the late 1980s and a certified addiction counsellor since 2007. She taught personal financial management at the University of Georgia and Kansas State University; sold financial products and had a fee-only financial planning practice.

Dr. Maddux also worked as an addiction counsellor in many different types of settings from hospital recovery centers, to individual and group counsellors at intensive outpatient treatment centres and residential treatment centers.

Dr. Maddux holds a Ph.D. from Purdue University and a Certificate in Addiction and Prevention Studies.

In 2018, she was privileged to be selected as a University of Georgia Family and Consumer Sciences (FACS) 100 Centennial Honoree.   One hundred individuals were recognized for contributing strength, conviction, and commitment to shaping FACS programs since the program was founded in 1918.

Links:

Esther's website: CLICK HERE

With Lisa Hannam | Executive Editor MoneySense | Journalist | Writer

BIO:

Lisa Hannam is the Executive Editor of Moneysense.ca, Canada’s most trusted lifestyle brand about all things money. MoneySense.ca helps over 450,000 Canadians every month with personal finance, insurance, investing and more. Lisa has an extensive journalism background as an acclaimed writer and editor, spanning over 20 years, working for some of Canada’s largest glossy magazines, daily newspapers and popular websites. She is a leading force in the success of Moneysense.ca, 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."

Highlights:

Why is financial journalism critical for consumers?The importance of knowing your finances and not relying on someone elseHow cultivating curious allows for creativity to flowBreaking down the importance of financial journalism?The crucial role financial journalism plays in the current information area and proliferation of social influencersLearn how to tell a compelling storyHow does MoneySense.ca retain trust, its ethics and integrity?How money sense continues to evolve to provide free access and valuable information to over 450,000 readers a month

LINKS:

MoneySense.ca: CLICK HERELisa Hannam's website: CLICK HERE

With Rich Cohen | New York Times Best Selling Author

BIO:

Rich Cohen is the author of the New York Times bestsellers Tough Jews; Monsters; Sweet and Low; When I Stop Talking, You’ll Know I’m Dead (with Jerry Weintraub); The Sun & the Moon & the Rolling Stones; and The Chicago Cubs: Story of a Curse. He is a co-creator of the HBO series Vinyl and a contributing editor at Vanity Fair and Rolling Stone. He has written for The New Yorker, The Atlantic, and Harper’s Magazine, among other publications. Cohen has won the Great Lakes Book Award, the Chicago Public Library’s 21st Century Award, and the ASCAP Deems Taylor Award for outstanding coverage of music. His stories have been included in The Best American Essays and The Best American Travel Writing. Despite frequent predictions, he still lives in Connecticut.

Highlights:

How our society's fear of being left behind is negatively impacting our lives and our relationship with moneyWhy embracing Herbie Cohen's mantra of not "taking life too seriously" can benefit your life and relationship with money.How and why you can negotiate anythingHow power is only a perceptionTo be successful, you have to be willing to learn with ambiguityHerbie's great insight and guiding principle: The secret of life is to care, but not that muchWhy questioning authority (respectfully) is healthy and helps us live an enjoyable and meaningful life

Quotes:

"None of us own this life, we are all renters" Herbie Cohen"It's not the money, it's the money" Herbie Cohen"The key to life is to care, just not too much" Rich Cohen

Links:

Rich's website: CLICK HERERich's newest book: The Adventures of Herbie Cohen: World's Greatest Negotiator