Collective Wealth: Recent Episodes
Stephanie Wolfe, Financial Coach
The un-boring money podcast that will motivate and inspire you to achieve financial freedom. Join money expert and Certified Financial Counsellor Stephanie Wolfe and her guests as they share fresh ideas and stories about how to pay off debt, manage your money, and invest.
For financial resources, visit www.wolfecollectivewealth.com
Got a money question for Stephanie? Submit it to: collectivewealthpodcast@gmail.com
The financial implications of divorce can be devastating if you’re not prepared. Katie VandenBerg is a Divorce Specialist who helps women with the emotional and financial aspects of managing a separation. Katie shares with us:
- How to financially prepare for a divorce
- Advice to manage the overwhelm of the emotional trauma experienced during a divorce
- The years it took for her and her (second) husband to openly discuss and manage money together
- The importance of financial literacy and knowledge, no matter how solid your relationship is now
Divorce is often an emotional and overwhelming life transition. Being financially prepared will help you through the process, learn how now.
SHOW NOTES:
Connect with Katie:
- Instagram: @focusedforwardllc
- Facebook: www.facebook.com/focusedforwardllc
Connect with Stephanie:
Follow me on Instagram @wolfecollectivewealth
FREE Beginner's Guide To Investing Masterclass:
https://www.wolfecollectivewealth.com/
Do women need separate financial products designed for them? How will organizations and governments effect real change? What can women (and men) do right now to further support economic equality? How will climate change further disrupt gender equality?
International Women's Day is a global day celebrating the social, economic, cultural and political achievements of women. While COVID-19 highlighted some of the successful accomplishments of women in leadership, we also saw the deeply rooted societal and cultural expectations of genders play out.
Laura Reinholz is Head of BMO for Women program inside the Commercial Banking and Wealth Management Division and my guest on today's episode. Our conversation was inspired by a social media post that sparked a common debate about women and money and equality, and what needs to change. This is bonus episode, un-edited and real, between two women who want to see real change happen.
LET'S CONNECT:
Follow Stephanie on Instagram @wolfecollectivewealth
www.wolfecollectivewealth.com
Mastering your money has little to do with math, but rather how you think about it. Today’s guest is Lesley-Anne Scorgie, an author, speaker, personal finance consultant, and the founder of Me Vest. She appeared on the Oprah Winfrey show at 17 years old after an interview at a local newspaper was picked up by the iconic network. Shortly after the show aired, Lesley-Anne’s career in personal finance exploded and she wrote her first book, Rich by Thirty: Your Guide to Financial Success. Lesley-Anne shares her insights on the psychology of your money and how it impacts your financial behaviors, and offers timeless advice for those who are ready to master their money.
SHOW NOTES:
Connect with Lesley-Anne Scorgie on IG here
LET'S CONNECT!
Access the FREE Investing for Beginners Masterclass here
Follow Stephanie on IG here
Visit: www.wolfecollectivewealth.com
Your relationship with money is often driven by your inner belief system that you hold onto throughout your life. Sometimes, you need to release those beliefs to live a life of abundance, and energy work can support that.
We're digging into the depths of our thought patterns today with guest Jeana Locke. Jeana holds a Ph.D in Applied Behavior Studies in Education and has several certifications in eastern medicine including Emotion Code and Akashic Records. She is a Transformational Life Coach and helps heart-based people evolve personally and professionally by supporting them to recognize the patterns, habits and beliefs that no longer serve them, and supports them to connect with their inner wisdom.
Today we dive into limiting beliefs as it relates to money and discuss:
- The emotions that may be holding you back from abundance and flow
- The concept of the money bucket and an exercise to help you measure your own
- How mindfulness can help us become aware of the decision we make with money.
SHOW NOTES:
FREE GIFT!! CLICK HERE TO REGISTER: Raise Your Vibration Group Session Thursday, February 25, 2021 @8pm EST. You must register prior to the session to receive the zoom link and replay.
Visit Jeana's website
Follow Jeana on Instagram
Register to receive Your PERSONAL Vibe Assessment Report. Learn what your money blocks are with your personal Vibe Assessment Report measuring 50 plus energetic areas (written). For your business or personal life! This empowers us to understand the energy ‘you are' OR 'are not' vibrating/emitting. It is fundamental in understanding how & what you are manifesting. This is a written report & includes a bonus 20-minute clarity call. ($90 for the Vibe Assessment Report)
LET'S CONNECT!
FREE Investing for Beginners MASTERCLASS
Let's Connect On Instagram @wolfecollectivewealth
www.wolfecollectivewealth.com
Stephanie discusses her personal investment choices and shares a shocking fact that many Canadians are completely unaware of when it comes to their long term investing goals.
SHOW LINKS:
- Access Larry Bates T-Rex Score here
- Visit my website: www.wolfecollectivewealth.com
- Sign up for the FREE Investing for Beginner's Masterclass here
- Learn about my 90-Day Signature Coaching Program
LET'S CONNECT:
- Follow me on Instagram for daily financial inspiration and be sure to take a screenshot of this episode, post it to your Instagram stories and tag me!
The real estate market is HOT and interest rates are LOW…and COVID has given all of us cabin fever.
Sylvia Smith, a realtor at Forest Hill Elite talks to us about buying, selling and investing in real estate during a pandemic:
- Rent versus owning: which is better for you?
- House hacking ideas for first time home-buyers ready to jump into real estate
- Hot tips for those considering real estate as an investment
- Rookie mistakes she’s seen with first time home-buyers
Show Notes:
Find Sylvia Smith on IG here or on FB here
Got a question for the show? Email us at collectivewealthpodcast@gmail.com
The Beginner's Guide to Investing Masterclass
Keep in touch! Follow Stephanie on IG here.
Happy new year and welcome to season 4 of the Collective Wealth podcast! New year, New (financial) You?
Stephanie reflects on the year that was 2020 and the proven lessons it taught us about money management and investing. Time to hit the re-set button and talk money.
In this episode:
- The one thing Stephanie does each year when setting new financial goals
- Increase your income: how to negotiate for a raise during a pandemic
- 4 personal finance tips you can implement right now if you are financially challenged as a result of the pandemic
Resources:
Watch The Beginner's Guide to Investing Masterclass
Join Stephanie's Facebook Page and FREE Facebook Group
Visit the website
Connect with me on Instagram!
Do you think your accomplishments and success are because of luck, chance, connection or appearance? Do you feel that others are smarter or work harder than you? Are you afraid of making a mistake? Imposter syndrome and wealth creation are closely connected and can show up at any time in your life.
This is a live recording from the Women in Wealth Conference Management event where I joined Christine Laperriere and Dr. Jessica Metcalfe to discuss how you break free from self-doubt and self-crippling behaviour that can impact your wealth, career and relationships.
- Why women suffer from imposter syndrome (and why is no one is talking about it)
- Identifying where and how it shows up in your life
- Actionable steps you can implement to gain confidence and stop the self-sabotage
SHOW NOTES:
Amplify From Within Virtual Summit
Visit Stephanie's website: www.wolfecollectivewealth.com
Learn more about the Investing Foundations Formula Coaching Program here
LET'S CONNECT:
Follow me on Instagram for daily investing and money inspiration. Be sure to take a screenshot of this episode post it to your Instagram stories and tag me! https://www.instagram.com/wolfecollectivewealth/?hl=en
Tim Nash is the founder of Good Investing. He received his Masters of Sustainability in Sweden back 2007/8 and has spent the last decade empowering investors to align their investment choices with their values.
We discuss his climate change stand-offs with Kevin O'Leary on BNN and chat about the influence of the U.S. election on corporate and economic sustainability. We also dig into his beliefs about the early transition we are in when it comes to ESG going mainstream. Plus, he gives us his best tips on how to align your intentions with your investment portfolio.
SHOW LINKS:
Tim's website: www.sustainableeconomist.com
Tim's YouTube: https://youtube.com/c/GoodInvesting
Access the Amplify from Within Virtual Summit here
Visit Stephanie's website: www.wolfecollectivewealth.com
Learn more about the Investing Foundations Formula Coaching Program here
LET'S CONNECT:
Follow me on Instagram for daily investing and money inspiration. be sure to take a screenshot of this episode post it to your Instagram stories and tag me! https://www.instagram.com/wolfecollectivewealth/?hl=en
"Socially Responsible Sipping" is a term coined by Erin Malecki, the founder of Sip Well, Do Good. Inspired by the events of 2020, she wanted to find a way to celebrate socially responsible beverage companies and support charitable organizations with similar missions.
The ripple effect from her business will support local businesses and positively impact non-profits that are struggling to keep their doors open during these difficult times.
Sip Well, Do Good ships the boxes of wine directly to your house. With each purchase, a portion of your proceeds will be donated to a charity. It's a perfect way to support local business and charities, while giving to friends and family (or yourself!) this holiday season.
Season 3 of the Collective Wealth podcast is about learning how we can earn, spend, and invest our money and time to have a positive impact on the world around us.
2020 has been a year that will change humanity, and after speaking with people like Erin, I like to think for the better.
Show Notes:
Contact Erin Malecki here:
@sipwelldogood
https://sipwelldogood.com/
Contact Stephanie Wolfe here:
@wolfecollectivewealth
www.wolfecollectivewealth.com
It is beyond time that we dismantle systematic racism and inequality in business practices and policies. Investing with intention has gone mainstream, which means there’s more choice than ever before for investors to double-down on the values they care about.
Social justice is a priority for many Canadians, and in fact, 71% of Canadians wants their fund managers to engage with Canadian companies to encourage diversity in leadership. The data on these companies, however, can be difficult to obtain, because in Canada it’s illegal to ask employees about their gender identity, race or ethnicity, and age.
Today’s guest is Meaghan Kelly from AGF Investments. Meaghan has had the opportunity to dig into the research around diversity and inclusion and what that looks like for Corporate Canada. We discuss:
- What do Canadians really want when it comes to social justice and the companies they invest in
- Where you can find the information about social justice as an investment opportunity
- Why you should use your capital to invest with intention
Meaghan is Vice President, Strategic Communications, Research & Product Innovation and is responsible for the product innovation pipeline and corporate and investment communications and marketing initiatives. She also shares with us what AGF Investments is doing to further engage with diversity and inclusion and how they see it shaping the future of Canada’s business landscape.
SHOW NOTES:
Osler Report on D&I in Canada
RIA Survey
www.afg.com/sustainableinvesting.com
Is it time to take control over your wealth and learn to invest, once and for all? Visit www.wolfecollectivewealth.com
Trang Trinh is the CEO and Founding Director of TREC Brands, a Toronto-based cannabis company rooted in values. They are committed to making a social impact by donating ten percent back into the communities they operate in.
TREC stands for Trust, Respect, Equality, and Compassion, and underpins all areas of the company’s operations, including female empowerment and trust with their consumers and shareholders. Trang is a trailblazer and hopes that her work will pave the way for others to achieve gender equality earlier in the cannabis industry. It was important for Trang to have social responsibility baked into company operations from inception.
We discuss:
- The 10% Do Good campaign and companies that have benefited from the social cause
- Destigmatizing cannabis, especially for women
- Why Be Blissed is focused on educating women about cannabis
- The health and wellness trend emerging with CBD in the coming years
Season 3 of the Collective Wealth podcast is focused on socially responsible money: how we earn, invest, and spend to have a positive impact.
Show Notes:
www.ocs.ca
www.beblissed.com
Click here to join the Women Building Wealth Facebook Group
Learn how the world's largest asset manager, BlackRock, is influencing corporations around the world to go green and what that means for your investment portfolio.
My guest Hail Yang, CFA, CPA is VP at BlackRock Canada who shares with us:
- Why they believe that owning sustainable investments will provide the strongest foundation for investors going forward
- The enormous reallocation of capital that's about to occur towards sustainable companies
- How ESG brings a holistic view to corporate evaluations
- The easiest way for investors to benefit from ESG in their investment portfolios with iShares ETFs
Show Notes:
Learn more about iShares ETFs Sustainable Investing: https://www.blackrock.com/ca/individual/en/education/sustainable-investing
Have you ever attended an event and thought about how much waste was created? Or have you ever wondered if your business could be more sustainable?
With Covid-19, we've collectively been forced to hit pause and reflect on how we currently live our lives, and what we want to change. Season 3 of the Collective Wealth Podcast is focused on sustainability and making a positive impact in how we earn, spend, and invest our money.
My guest today is Romina Kwong, founder of Eco-Friendly Events, who helps event planners organize environmentally friendly strategies into their event. She is an event consultant, environmental expert, and advocate who has over 12 years of experience in the hospitality sector. She's changing the way events and businesses operate to have a positive impact on the plant.
As a consumer, we have a choice for how we spend our income, and we can do it in a way that is good for the environment as well.
SHOWNOTES:
You can contact Romina here:
Website: www.ecofriendlyevents.ca Facebook: https://www.facebook.com/EcoFriendly.Events Instagram: https://www.instagram.com/ecofriendly.events Linkedin: https://www.linkedin.com/company/eco-friendly-events Pinterest: https://www.pinterest.ca/ecofriendlyevents Make 2021 your best money year yet! https://calendly.com/stephanie-moneycoach/20 Become an investor and confidently manage your money in 90 days or less.
Amada Armstrong believes that we should all strive for a career that positively impacts the world. Amanda is the founder of Athari, a social enterprise that uses a sustainable for-profit business model to make a massive impact in the world. Athari coaches womxn and young people to land their dream jobs and dream clients, and build successful purpose driven careers.
A portion of her business profits supports university students in Kenya, and Amanda shares with us how she is using her privilege as a force for good to ensure diversity and inclusion both here in Canada and in Kenya.
She also explains the social enterprise business model, how you can build a purpose driven career, and what trends we will start to see in the future as it relates to businesses making an impact.
Season 3 of the Collective Wealth Podcast is dedicated to responsible investing in our portfolios and our communities to create positive change, and this conversation showcases how we can extend this end goal of doing good in the world by leading in a purpose driven career.
SHOWNOTES:
Social Enterprise: * Centre for Social Innovation: https://socialinnovation.org/ * Certified B Corporation: https://bcorporation.net/ * The B Corp Handbook: How to Use Business as a Force for Good: https://www.chapters.indigo.ca/en-ca/books/the-b-corp-handbook-how/9781626560437-item.html?s_campaign=goo-DSA_Books&gclid=CjwKCAjw_NX7BRA1EiwA2dpg0mmNaWRK4kUfqv1LXl4rABJJF6VPZt6AXQfjFgU4c2u1xPyogz2NGRoCR8MQAvD_BwE&gclsrc=aw.ds
White Saviourism: * Cecilia Edel, "Here’s What a White Savior Is (And Why It’s the Opposite of Helpful)" https://everydayfeminism.com/2016/06/white-savior-problem/ * Patience Akumu, "Charity at heart of ‘white saviour’ row speaks out": https://www.theguardian.com/tv-and-radio/2019/mar/03/we-need-to-talk-about-race-no-white-saviours-tells-stacey-dooley-comic-relief * Teju Cole, "The White-Savior Industrial Complex": https://www.theatlantic.com/international/archive/2012/03/the-white-savior-industrial-complex/254843/ * Rania El Mugammar "Finding Yourself is for White Girls": You can find an excerpt here: https://www.facebook.com/SPEAKoutPoetry/posts/poem-excerptfinding-yourself-is-for-white-girlswho-have-the-space-to-lose-themse/1010755452335492/ * Chimamanda Ngozi Adichie, "The danger of a single story": https://www.ted.com/talks/chimamanda_ngozi_adichie_the_danger_of_a_single_story * Resources curated by "No white saviours": https://nowhitesaviors.org/resources
What is Responsible Investing and how do you do it? NEI Investments is Canada's legacy firm that took an early interest in sustainable investing over 30 years ago.
David Rutherford, VP of ESG Services at NEI speaks to me about the accelerated purpose-driven movement underway. We discuss:
- How ESG has "grown-up" in Canada and the world factors that have changed how we regard investing for good
- What an investor should look for when deciding to invest in sustainable or impact funds
- Why you need to advocate for responsible investing with your Financial Advisor
Shownotes: NEI Investments
There's still time left this year to reach your money goals and start building real wealth. This motivating episode is loaded with content to help you reach financial success!
Stephanie ends Season 2 with this final Q&A segment and shares:
- The single most important exercise you can do today to help you find more money (and start to invest!)
- When is the best time to start to invest
- Investment strategies to help you manage your emotions
- Key differences between online brokerage accounts (and which one is better for you)
SHOWNOTES:
Follow Stephanie on Instagram @wolfecollectivewealth
Click here to book your discovery call with Stephanie
Willful discount code for 20% off: WOLFE15
Click here to read the best robo-advisors in Canada
See you back here in September for Season 3!
Got a money or investing question between now and then? Reach out! collectivewealthpodcast@gmail.com
Dr. Jessica E. Metcalfe is a Dentist at Princess Margaret Cancer Centre in the Department of Dental Oncology and Maxillofacial Prosthetics. Dr. Metcalfe has always been ambitious and driven and yet she felt like a fraud or the fear of being found out. What she learned is that these are common thoughts associated with The Impostor Phenomenon (IP).
There is a close connection between IP and how women can create more wealth. Dr. Metcalfe helps us uncover some of the common behaviours that lead women to self sabotage their wealth building efforts and we walk through two powerful exercises to uncover the limiting beliefs that may be holding us back.
Dr. Metcalfe's work studies who it affects and the strategies for self-management resources. Her passion is to work with women to overcome these thoughts so they too can recognize their capabilities and accomplishments shines in our interview, as we explore how women can create new habits, transform their mindset, and build a rich and meaningful life.
SHOWNOTES:
Website: drjessicametcalfe.com
The first 2 individuals to contact Dr. Jessica and say they heard her on the show get free coaching! Email info@drjessicametcalfe.com or contact her on the website.
IG @drjessicametcalfe
Kickstart 2021: Amplify from Within Virtual Summit here
Visit Stephanie's website: www.wolfecollectivewealth.com
Learn more about the Investing Foundations Formula Coaching Program here
LET'S CONNECT:
Follow me on Instagram for daily investing and money inspiration. be sure to take a screenshot of this episode post it to your Instagram stories and tag me! https://www.instagram.com/wolfecollectivewealth/?hl=en
Follow Stephanie on IG @wolfecollectivewealth
If you're ready to create a secure financial future and manage your money mindset, contact Stephanie for a free discovery call:
https://calendly.com/stephanie-moneycoach/20
Cindy Marques is a certified financial planner who helps millennials ditch debt, manage cash flow, and build their wealth. She also has a great sense of humor, which helps as we discuss the often overlooked topic of insurance. It can be boring and confusing, but insurance is a necessary part of your financial plan. Cindy makes it easy to understand and breaks down what you should consider when buying. Plus, we chat about our quarantine activities, and Cindy shares some excellent advice for managing your money.
SHOWNOTES:
www.cindymarques.com
IG: @dressed.to.invest
Information on the Investing Foundations Formula: DM me @wolfecollectivewealth or email me collectivewealthpodcast@gmail.com
Ask Stephanie is back! Stephanie shares real-life client stories to help explain and debunk common misconceptions about the Tax-Free Savings Account (TFSA) and how to avoid making mistakes that can impact your ability to build wealth over time.
Got a question for Stephanie? Send it to collectivewealthpodcast@gmail.com or follow her on Instagram @wolfecollectivewealth and send her a direct message.
Don't count on Chelsea Galicia for an inspiring rags-to-riches story. She doesn't have one. She wasn't just comfortable growing up, she had a front-row view to the building of a mini-empire. From her vantage point, Chelsea saw what it took to run profitable multi-million dollar businesses that maintained growth for decades. On the flip side of this incredible insider view, she saw the darker sides of success, up close and personal. Today, Chelsea teaches small and solo business owners how to operate profitable companies that honor and align with their values, not ego. You can count on Chelsea to tell you the truth about money and happiness - what gets in the way, and what it takes to maximize both of them. She's also a lawyer, but her proudest legal career move was leaving the law firm that the empire was built upon. SHOWNOTES: Her new book, S.A.V.E. Yourself: Develop the financial fitness to spend in alignment with your values, not ego is available on Amazon. https://amzn.to/2U0eXoD www.chelseagalicia.com Chelsea on Instagram Interested in The Investing Foundations Formula? Stephanie is currently accepting new clients. DM the word "FOUNDATIONS" on IG @wolfecollectivewealth to receive your sneak peek overview of the program!
After losing her mother to cancer, Christie Ressel underwent a period of transformation that led her to deeply understand how your personal self worth can be expressed through fashion. She realized that confidence comes from how we feel, and if we can express ourselves freely, we will hold our head higher and smile more broadly.
There are parallels to be found between fashion and finance, as both can help women find confidence and empowerment. But how much should you spend on your wardrobe? Should you “invest” in high-end pieces? Christie gives us the formula for creating a capsule wardrobe and tells us exactly how much we should be spending on clothes, according to our income.
Over the last 15 years, she has built a fashion empire focused on transforming the lives of women, but it wasn’t always this way. For all the aspiring entrepreneurs, Christie shares the early days of starting her business by listening to the advice of others, how she grew the confidence to shift towards her own vision, and the mindset challenges she’s had to overcome as she’s reached new levels in her business.
Shownotes:
Connect with Christie:
IG@christieressel
Twitter:@ChristieRessel
https://www.fashiontranslated.com
Investing Foundations Formula:
DM me on IG @wolfecollectivewealth
email me: collectivewealthpodcast@gmail.com
I met Bruce years ago and he is a huge inspiration for the work I do today. He has a dynamic energy that makes money talk contagious and having him on the show is a privilege. Bruce is one of those people whose genuine interest in others makes him one of the easiest guys to chat with and in this episode, Bruce opens up about his childhood experiences with money and how it’s shaped who he is today. He also reveals the best way to talk to your kids about money, and we discuss how his money advice to Canadians has changed in the new post-pandemic economy.
Shownotes:
More on Bruce Sellery: https://moolala.ca/
Want to learn more about the Investing Foundations Formula? Click here and book your free discovery call.
Erin Bury knows how to build companies. She is an entrepreneur, speaker, startup advisor, and former technology journalist, and is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes.
Our conversation gets personal as Erin and I discuss entrepreneurship and managing money with our spouses. She also shares and her childhood experiences with money that have shaped who she is today. And of course, we discuss wills - why you need one and how it's never been easier to create one.
At Willful, Erin is responsible for driving the company’s mission to make it easier for Canadians to prepare for and deal with death in a digital age. Erin is a frequent speaker with Speakers’ Spotlight, and has appeared in publications including The New York Times, Forbes, and CNN. She is a board member at Save the Children Canada, and a member of the #Tech4SickKids advisory council for SickKids. She was named one of Marketing Magazine's top 30 Under 30 marketers, and her claim to fame is being retweeted by Oprah - twice.
SHOW NOTES:
Access your 20% off here
Use Promo Code WOLFE15
Frustrated because she couldn’t find any women-owned businesses to spend her money on is what inspired my guest, Sophia, to get to work. She created a contact list of female business owners and posted them on the web. Two years later, femmebought is now an online women’s business directory, community, and education hub that gives female entrepreneurs the tools required to grow their businesses. It’s also a place for those who want to directly invest in social impact with women-led businesses who focus on giving back to their communities.
With hubs in Toronto, Chicago, and Tel Aviv and members in 10 different countries, the support from femmebought during COVID-19 has been meaningful to the community of members.
We’ve all been impacted by the global pandemic in some way, but small business owners may have been the hardest hit. Sophia and her partners have been working closely to help them navigate difficult decisions like closing doors and pivoting online, as well as working through government support grants and other funding options to keep the lights on. Listen as we discuss the stories of business owners and how you can support the companies that need it most during the pandemic.
www.femmebought.com
Register for the Virtual Empowered Purse Gala https://www.femmebought.com/event
Laura Reinholtz is the Director of Bank of Montreal’s division that supports female business owners. The original intent of our interview was to celebrate International Women’s Day, but as Coronovirus was declared a pandemic, we decided to pivot our conversation. Laura and I discuss what the bank is doing right now to help clients, and how they plan to focus on offering mental health support for managers and business owners in the coming months. Plus, Laura shares her personal experience with mental health during the 2008 crisis.
Laura’s career is an extension of her personal values, and we discuss her involvement with female-led businesses that are transforming the world:
- SheEO is a global community of radically generous women supporting women-led ventures where extremely successful ventures are funded through heart and gut decisions, and not necessarily the financials.
- Femmebought supports women owned businesses and has a complete online directory
- Grow Your Biz offers strategic alliances and board advice for women entrepreneurs who want to go to the next level
Shownotes:
www.canada.ca
BMO Bank 1-877-788-1923
Women Building Wealth Webinar - March 30th, 2020
Robert Duncan joins me for a special episode of Ask Stephanie as we discuss the impact of COVID-19 on the markets and your investment portfolio and what you can do right now to manage as best as possible. We're both parents and this is a very honest conversation about our personal lives with social distancing and working from home.
Rob is SVP Institutional Strategy and Portfolio Manager at Forstrong Global Asset Management and offers great insights on:
- The difference between the 2008 crisis and the global pandemic crisis
- How social distancing can change the future of business models and how we connect as humans
- The behaviors and emotions that impact your investments (and the scary stat that will make sure you keep your hands OFF your portfolio right now!)
- The importance of supporting one another and local/small businesses during this trying time
We're both parents and we also share personal stories about our own lives with social distancing and working from home.
Links from the show:
Money Library Money Tools
www.canada.ca
The Economist Article
Women Building Wealth Webinar - March 30th
Ozy Camacho knows a thing or two about the money habits of Canadians. She's a partner at Credo Consulting, a research firm that speaks to hundreds of Canadians each month to understand what's driving them to make the decisions they make when it comes to investing.
Her research has shown that there is a stark difference between how women and men invest, and unfortunately, it's not helping women improve their financial situation. We discuss the common mistakes women make when it comes to building wealth, and what can be done to improve their investing habits now.
Do you think you can predict the future?
The stock market is panicked and there's a mixed bag of economic indicators that could lead to a market downturn, but honestly, no one knows.
Bryan Borzykowski, business and financial journalist, joins Stephanie to answer a question on why the NYSE halted trading on Monday. Plus, they share what they're doing with their investment portfolios right now and offer tips on what you should consider at times of uncertainty when it comes to your money.
Learn more: www.strategymarketing.ca
#eachforequal #IWD2020
Women currently control 33% of the wealth in Canada, which is expected to increase to 46% within the next 4 years. The problem? They're not getting what they want when it comes to money management.
Judy Paradi and Paulette Filion are thought leaders in marketing to women. They're on a mission to help the traditionally male-dominated financial services industry learn how to speak to women about wealth.
We kick-off International Women's Day talking about their personal experiences (like trying to get a loan as a woman 30 years ago), why it will take over 250 years to attain gender equality, and reveal the #1 thing women want when it comes to professional money management.
Markets go up, markets go down - what's a gal to do? Stephanie talks about how you can wrangle the two most common emotional freak-outs when the market panics, and the difference between a market correction and a bear market (without the jargon).
It’s difficult to juggle parenting with your career, but what’s it like to be an inventor with four young children as well? Alison Brett is a former kindergarten teacher turned inventor of Clasp Magic, a device that quickly attaches bracelets to your wrist. We talk about the financial expense of launching a new product invention to market and learn how losing an expensive prototype in the midst of a Kickstarter Campaign had her boarding a plane to China to find another solution.
Alison was nominated as “One to Watch” at the Mompreneur awards in 2019. Will Dragon’s Den be next for her?
Inspiration, guts, and tenacity are a given when you’re an entrepreneur, and Alison shares how she keeps perspective on the journey while raising her young family and taking care of herself.
Plus, she has a special gift offer for all listeners of the podcast.
Shownotes:
www.claspmagic.com Discount code: COLLECTIVEWEALTH
Investing myths holding you back from making massive change happen in your life? I debunk the top 3 myths that I most often hear from women about why they aren’t investing in their financial future. I explain:
-
why investing is not gambling
-
why women make for great investors
- the one simple secret to investing
Resources:
www.wolfecollectivewealth.com
Ready To Invest Checklist:
https://www.wolfecollectivewealth.com/pl/143853
Are you the type of person that freaks out when it comes to money? Do you want to be able to gain control over those feeling around your cash? Look no further than this episode to help you master your moola. Tess Wicks is a Wealth and Mindset coach and the founder of Wander Wealthy, a company she founded after retiring from her profession as an actuary.
I've been a fan of Tess's for a while now and I can say with certainty she is a pro. She specialises in helping online coaches and service-based entrepreneurs feel confident around their financial systems and improve their relationship with money.
In this episode, we dig into the most common challenges she sees when it comes to money, and she takes us through an exercise that will help us immediately start to understand our money blocks. Plus, we hear how her dream of living anywhere in the world has come true, and how she’s managing her busy schedule while planning her upcoming wedding Italy from her new home base in Zurich.
Tess is also the host of the Wander Wealthy Podcast. She’s a retired Actuary who has gone on to become certified in Neurolinguistic Programming (NLP), Hypnotherapy, Emotional Freedom Technique (EFT), TIME Techniques, and Life and Success Coaching.
Got a question? Send it through to collectivewealthpodcast@gmail.com
Access your free Abundance Mindset Worksheet here: https://www.wolfecollectivewealth.com/pl/145253
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.
Do you need an emotional real estate break? Christine is hosting a retreat in June: https://leaderinmotion.com/events/
Access the Amplify from Within Virtual Summit here
Visit Stephanie's website: www.wolfecollectivewealth.com
Learn more about the Investing Foundations Formula Coaching Program here
LET'S CONNECT:
Follow me on Instagram for daily investing and money inspiration. be sure to take a screenshot of this episode post it to your Instagram stories and tag me! https://www.instagram.com/wolfecollectivewealth/?hl=en
Today's show is in honor of Valentine's Day, plus the first book winner is announced! Was it you?
Shownotes:
7 Minute Money Hack
Free Discovery Call
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. The Wolf of Wall Street famously portrayed slick sales tactics that bamboozled investors. 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.
Shownotes: Link to T-Rex Score
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.
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
Books:
https://www.amazon.com/Bitcoin-Standard-Decentralized-Alternative-Central/dp/1119473861
https://nakamotoinstitute.org/shelling-out/
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. If you have a money question and need an answer, send it to collectivewealthpodcast@gmail.com.
In this world nothing can be 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 and the challenges of managing a flourishing company with a newborn baby and toddler at home.
Show Note Links and Freebies:
Download the freebies at www.wolfecollectivewealth.com:
2019 Income Tax Checklist
Tax Worksheets
www.linadeluca.com
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:
Visit Stephanie's website: www.wolfecollectivewealth.com
Learn more about the Investing Foundations Formula Coaching Program here
LET'S CONNECT:
Follow me on Instagram for daily investing and money inspiration. Be sure to take a screenshot of this episode post it to your Instagram stories and tag me! https://www.instagram.com/wolfecollectivewealth/?hl=en
Download the 7 Minute Money Hack here
Canadians are drowning in debt, with 47% struggling to cover the cost of living each month and as a nation, now has the highest debt load per household of all G7 countries.
Guest Melanie Lockert 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/
Do you have a mentor? Karrie Van Belle 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.
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:
https://www.wolfecollectivewealth.com/blog/the-beginner's-guide-to-responsible-investing
https://calendly.com/stephanie-moneycoach/20
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.
Don't forget to subscribe or leave a review, and if you have a question to submit for the Ask Stephanie segment, email: CollectiveWealthPodcast@gmail.com