COLLECTIVE WEALTH PODCAST 

Are you ready to build a better relationship with your money and have fun doing it?  If you’re seeking conversations that will inspire, educate, and motivate your own financial journey, you don’t want to miss this podcast.

Ask Stephanie questions can be sent to: [email protected]

 

CLICK HERE TO LISTEN TO ALL EPISODES 

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Season 1, Episode 1

Welcome to the show!  Stephanie shares why she started this podcast and her unusual path towards discovering her career in asset management, and ultimately, personal finance.  She's obsessed with all things financial wellness and loves to talk about money. 

Season 1, Episode 2

What is Socially Responsible Investing?

It can be an extremely powerful statement when you invest in companies that are committed to making a positive environmental and social impact.  But how do you tell apart the "greenwashers" from the real deal?  Stephanie debunks common myths and how you can make the right choice with your investment decision. Shownotes: 
Beginner's Guide to Responsible Investing
Book your Discovery Call
Season 1, Episode 3

Investing in Yourself with guest Karrie Van Belle 

Do you have a mentor? Karrie is a senior executive in the financial service industry who’s driving diversity and inclusion at every level.  In this episode, we discuss the most common challenges women face when advancing their career and how mentorship can help them.  We also chat about her passion for financial literacy, and touch on sustainable investing is forcing companies to implement new processes that will positively impact change.
Season 1, Episode 4
The Link Between Mental Health and Wealth with guest Melanie Lockert
Melanie is the founder of the blog and author of the book, Dear Debt, who chronicled her journey out of $81,000 in student loan debt but struggled with her mental health and depression throughout.  Her experience led her to launch her new website, MentalHealthandWealth.com, which highlights the intersection of debt and mental health, and provides resources for those struggling.
She shares how your money mindset can make or break your efforts to pay off debt and the most effective strategies to pay off your debt, fast. 
Referenced Links from show: www.deardebt.com
www.mentalhealthandwealth.com
Do you need help paying off debt? Please contact me. 
If you have thoughts of suicide and need to speak with someone, please contact:
CANADA: 1-833-456-4566  https://www.crisisservicescanada.ca/en/
U.S.: 1-800-273-8255 https://suicidepreventionlifeline.org/
Season 1, Episode 5
How can I make my new resolutions stick?
Ever wonder what it takes to turn a goal into an accomplishment?  Stephanie answers your money question today with 5 tips on how to successfully stick with your new year's resolutions (without getting frustrated or giving up). 
Show Notes: Download the 7 Minute Money Hack here 
Season 1 Episode 6
Preparing for Tax Season as Small Business Owner with Lina DeLuca, CPA
In this world nothing is said to certain, except death and taxes.  The dreadful quote remains true to this day, but my guest Lina De Luca offers a refreshing take on how to manage our taxes.  She dishes on simple tax tips that will keep you organized for 2019 and beyond and tells us about the worst tax fiasco she’s had to manage.  Plus, we discuss how she made the decision to strike out on her own with a baby on the hip, and the challenges of managing a flourishing company with a newborn baby and toddler at home. 
2019 Tax Checklist
Tax Worksheets
Season 1 Episode 7: Ask Stephanie
Do I save for retirement or pay off my student loans?  
 When do I start to save for retirement, and what's the best way to do it? Should I have an RRSP and a TFSA? 
Answering these questions and more about your retirement and saving for future you on today's episode of Ask Stephanie. 
Season 1 Episode 8
Why Bitcoin Should Not Be Ignored
Curious about bitcoin and want in on the conversation? Elisabeth Préfontaine is the founder of Octonomics, an independent research and consulting firm that is dedicated to financial technology. 
Elisabeth has been on the front lines of technology innovation in the financial sector for 25 years and is one of very few people who has traded both physical coupon bonds and bitcoin.  She has a natural ability to simplify the most complicated topics, and in this episode, she helps us decode what we need to know about the future of financial technology.
Referenced Links from show:
www.octonomics.com
Bitcoin vs Big Brother: Financial Rights are Human Rights https://vimeo.com/375118500

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Season 1 Episode 09: Ask Stephanie 
How to invest while living abroad and financial advisor fees 
Special co-host Bryan Borzykowski, business and financial journalist and Founder and Editor of ALLCAPS Content joins Stephanie to answer your money questions related to investing while living abroad, financial fees, and the Canadian home buyers plan. 

 

Season 1, Episode 10
How the banks get rich (and why you aren't)
Have you ever wondered how the big banks and investment firms really make their money? My guest Larry Bates spent 30 years working for some of the world’s most powerful banks, and in his tell-all book, Beat the Bank, he gives us a peek behind the curtain.  With weak security laws and unsuspecting investors, Bay street may not be as innocent as it likes to say it is.
Larry warns us to pay attention to the fine print.  If you want to get rich, you need to know what to watch for and what questions to ask the next time you walk into your bank.
Season 1, Episode 12
Christine Laperriere, Author of Too Busy To Be Happy
Can you change the quality of your thinking to produce exceptional results in your life?  Christine Laperriere worked herself into burnout in her corporate job, but used it as an opportunity to transform her life.  She realized that we all have a finite amount of emotional real estate to process decisions, baggage, relationships, and even finances, and how you manage your mental space can have a profound impact on your mental well being.  She shares techniques and ideas that will have you feeling like you can take on the world, no matter what challenge – financial or personal - you’re facing right now. 
Christine is the Founder of Leader In Motion, an executive coaching company where she and works to help leaders realize their full potential. In addition to her graduate degree in mechanical engineering, she holds numerous certifications, including transformative coaching, neuro-linguistic programming, psychotherapy, and more.
Need an Emotional Real Estate break for yourself? Christine is hosting a retreat in June: https://leaderinmotion.com/events/
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