With Jamie Bosse | Financial Planner | Author | Speaker | Mother

BIO:

Jamie works with clients to help them "Master What's Next" by clarifying their goals, creating a financial plan, and taking action. She helps her clients maneuver through life's transitions and overcomes and anticipates any potential roadblocks along the way. 

In 2020, Jamie was named to the Investment News 40 Under 40 list.

Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the "Boss" of Their Financial Future as well as the Milton the Money Savvy Pup Children's book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.

Highlights:

When and how to have healthy money conversations with your kids?Why your unconscious money scripts might be your limiting your financial healthHow to "avoid" procrastinating on the most important things in lifeHow our parent's financial behaviours directly and indirectly impact our thoughts, feelings and beliefs towards moneyHow to change your financial storyJamie discusses her new book, Money Boss Mom, as it can act as a financial guide for familiesThe power of visualizing the vision of your life and take small steps towards that goal

Links:

Money Boss Mom Site CLICK HEREMoney Boss Mom: Helping Young Parents Be the "Boss" of Their Financial Future CLICK HEREMilton the Money Savvy Pup Book #1: CLICK HEREMilton the Money Savvy Pup Book #2: CLICK HEREAsprye Wealth Partners: CLICK HEREMoney As Your Grow: CLICK HERE

With Joyce Marter | Psychotherapist | Entrepreneur | Author | Speaker

BIO:

Joyce Marter, a psychotherapist entrepreneur, author, and speaker who has helped millions take control and lead abundant and joyful lives.

Joyce has been a Licensed Clinical Professional Counselor since 1998 and is an expert in self-esteem, mindfulness and career development. Joyce is the Founder of Urban Balance, a counselling practice she started and grew to over 100 clinicians working from ten locations in three states during her 13-year tenure as CEO. She successfully sold Urban Balance to Refresh Mental Health in 2017 and serves as Chief Brand Ambassador for this national leader in outpatient mental health.

Joyce routinely appears in the media, featured in such outlets as The Wall Street Journal, U.S. News & World Report, CNN, Real Simple Magazine and many more.

Highlights:

How starting a deeper reflective practise can dramatically improve your financial healthWhy our psychological beliefs, not our technical, financial knowledge, are preventing us from achieving financial healthHow we can re-writing money stories using psychology toolsWe explore the role our inner money critic plays on our financial healthHow cultivating financial empathy and compassion will increase your financial healthLearn how to become the “author” of our lives versus the “actor.”Why doing the “inner work” unlocks financial freedom and expand our livesHow naming your financial life can help create financial health

Links:

Joyce's website CLICK HEREJoyce's book: CLICK HERE

With Colin Ryan | Comedic Financial Speaker | Executive Presence Coach | Author

BIO:

Featured everywhere from NPR to Moth Radio Hour and Reader’s Digest, Colin Ryan is a nationally in-demand, award-winning comedic financial speaker, author, and educator with the background of a professional comedian and storyteller. To date Colin has spoken to over 500,000 students and adults across North America, and was named one of the top 10 financial presenters in the U.S. Colin is the author of “A Comedic Guide to Money,” a practical gateway guide to personal finance and our relationship to money.

He uses humanizing honesty, powerful storytelling, hilarious pop-culture touchstones, and a truly inspirational message to transform the dry subject of personal finance into an interactive conversation around one core idea: your ability to manage your money directly affects your ability to have the life you want.

Highlights:

How embodying and “inclusionary” mindset can broaden your finacnial mindset Why using humour can allow you to cope with life’s enviable mistakes and misstepsHow sharing our money mistakes out loud, help us connect on a deeper levelHow listening to ourselves can create a healthy relationship with moneyWhy shining a light on your financial shame can move your towards a healthier relationship with moneyHow embracing fear has the potential to change your money storyWhy understanding your money beliefs, your money origin story, can change your life's story

Quotes:

“Don’t be boring” Colin Ryan“Fear is normal. It’s natural. Lean In” Colin Ryan“Humor can chase away the darkness” Colin Ryan

Links:

Colin's website: CLICK HEREColin's book A Comedic Guide to Money CLICK HERERootHub's Website: CLICK HERE

With Jason Pereira MBA, CFP, CFA | Personal Finance & Fintech Expert | Writer | Podcaster

BIO:

Personal Finance & Fintech Expert, Writer, Podcaster, & Broadcaster, Public Speaker, Industry Thought Leader.

Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech. Jason obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 100 articles, podcasts, and interviews.

JasonPereira.ca is his conduit for sharing his thoughts, views and learning he has amassed over the years.

Highlights:

Links:

Jason Pereira's website: CLICK HEREThe Fintech Impact Podcast CLICK HEREThe Financial Planning For Canadian Business Owners Podcast CLICK HERE

With Sachin Patel | Founder/CEO of The Living Proof Institute | Father

BIO:

Sachin Patel is a father, husband, philanthropist, functional medicine practise success coach, speaker, author, and plant medicine advocate.

Sachin is convinced that “the doctor of the future is the patient,” and he has committed himself to help others raise their consciousness, activate their inner doctor, and initiate their deepest healing through the use of lifestyle, breathwork, and respectful utilization of psilocybin.

Sachin founded The Living Proof Institute through which he pioneered a revolutionary approach to patient-centred healthcare. Sachin coaches hundreds of practitioners around the world so that they are empowered to deliver affordable and inspired care to their communities through his Perfect Practice Mentorship Program.

Highlights:

Despite how rich you might be, you are limited by how healthy you areOur health directly impacts our emotional intelligence, cognitive abilities and problem-solvingWhy the doctor of the future is you, the patientHow you can use affordable low hanging fruit techniques that can transform your healthLearn how to shift from "fight and flight" to "repair and regeneration."The benefits of healing through a life optimization program aimed at optimizing your health"Love yourself to life" Sachin Patel

Links:

My Metabolic Reset CLICK HEREHeal Your Body In 30 Days: CLICK HERE

With Greg Davies | Expert in Applied Behavioural Science |

BIO:

Globally recognized expert in applied decision science, behavioural finance, and financial wellbeing, as well as a specialist in both the theory and practice of risk profiling. Greg started the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays.

In 2017 Greg joined Oxford Risk to lead the development of behavioural decision support software to help people make the best possible financial decisions.

Highlights:

How the study of behavioural finance can improve your financial well-beingWe discuss the role emotions play in your financial decision makingThe positive impact of applying "systems" thinking towards your financesHow the philosophy of rationality applies to applied behavioural financeIrrational vs rational decision making

Links:

Greg's Twitter CLICK HEREOxford Risk's website CLICK HERE Oxford Risk's Twitter CLICK HEREOpen Outcry Financial Reality Opera (full 8 minute documentary) CLICK HERE

With William Green | Author | Journalist

BIO:

William Green is an author and journalist, Over the last quarter of a century, he has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success

Green has written for many leading publications in the US and Europe, including The New Yorker, Time, Fortune, Forbes, Barron’s, Fast Company, Money, Worth, Bloomberg Markets, The Los Angeles Times, The Boston Globe Magazine,  The New York Observer, The (London) Spectator, The (London) Independent Magazine, and The Economist.

Highlights:

Learn lessons that apply to everyone, from how the greatest investors in the world think and make decisionsHow the art of subtracting can increase our well-being and financial healthHow to reduce complexity in your life and focus on the things that ultimately matterThe value of equanimity plays in your facilitating financial healthHow we may regard some teachings from the world's greatest investors as practical philosophersThe power of embracing "good enough."

Links:

William's website: CLICK HERE Buy William's book: CLICK HERE

By Dan Solin | President at Solin Strategic LLC | Author | Evidence Based Advisor Marketing

BIO:

Dan Solin is the New York Times bestselling author of the Smartest series of investing books and The Smartest Sales Book You’ll Ever Read. Dan’s books have been widely praised by The New York Times, The Wall Street Journal, The Library Journal, Vanguard co-founder John Bogle and many financial columnists, authors and others.

He has appeared on The Early Show, The O’Reilly Factor, MSNBC’s Week-end Economic Review, Fox Business and CNN’s Money, and has been interviewed on many radio programs, including USA, CBS, ABC and on a number of regional NPR stations. He has shared the research in Ask with thousands of people in North America, Europe and Australia.

Highlights:

Learn the science behind "how to relate with anyone"Dan's shares his popular Solin ProcessWhy curiosity is critical for us to learn, grow and evolveHow oxytocin and dopamine flood our bodies when we talk and what's the impact?Dan speaks to the determent of "competitive listening' How, for many of us, were aren't engaging on a deep/meaningful levelHow to ask the 'right' questions that show genuine interest

Links:

Dan's website: CLICK HEREDan's Books: CLICK HERECameron Passmore's podcast mentioned: CLICK HERE

With Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ | Professor of Practice | Financial Therapist | Researcher | Speaker

BIO:

Dr. Megan McCoy; is a licensed Marriage and Family Therapist and a Certified Financial Therapist-I. She is also a Professor of Practice at Kansas State University, where she serve as the Director of the Financial Planning Masters Program and key faculty in the Financial Therapy Certificate.

She also an Executive Board member for the Financial Therapy Association and the Associate Editor of the Journal of Financial Therapy. Her research interests focus on how to improve well-being through improving financial literacy, self-efficacy, and locus of control.

Highlights:

How narrative psychology can help you write your money storyWhy couples tend to marry spouses with opposite money behavioursHow couples can potentially increase their life satisfaction when learning how to communicate around their financesWhy, in some cases, financial literacy is not enough to achieve financial well-beingWhy building self-efficacy can increase your financial well-beingHow to resolve financial conflict

LINKS:

Building Financial Peace: A Conflict Resolution Framework for Money Arguments CLICK HERENarrative Financial Therapy: Integrating a Financial Planning Approach With Therapeutic Theory CLICK HEREKansa State Personal Financial Planning Master's Degree CLICK HEREThe Financial Therapy Association CLICK HEREThe Four Money Bears Book: CLICK HERE Milton The Money Savvy Pup CLICK HEREWhat is Appreciative Inquiry Approach CLICK HERE

With Ed Coambs CFP®, LMFT, CFT-I™ | Author | Speaker | Financial Therapist

Highlights:

How to understand you have an attachment system - usually it's unconsciousHow to understand our origin money storiesWhat are the primary branches of attachmentHow to understand your partner's money storyWhy is it so important to develop financial maturity?How can we write a new money story?

Links:

Ed's website: CLICK HERE

Ed's book: CLICK HERE

What's Your Attachment Style? CLICK HERE