Podcasts about more than money

What is money actually for? On this episode of Women's Money Wisdom, Melissa Joy, CFP®, welcomes Shanna Due, CFP®, founder of Due Financial and editor of the book series More Than Money and Even More Than Money, back to the podcast to talk about her newest project. Shanna walks through how a group of advisors turned an idea into a traditionally published book, why the follow-up book needed to go further than the first, and how the five-purposes framework, living, changing, dreaming, giving, and enduring, reframes money as a tool for a meaningful life rather than an end in itself.The conversation also digs into how readers can use the book to find and vet a financial advisor, from understanding the alphabet soup of credentials to knowing what questions to ask and what a real advisor relationship looks like over time. Melissa and Shanna talk candidly about permission to spend versus permission to save, giving during your lifetime, and why finding an advisor you genuinely like and trust matters just as much as their credentials. All proceeds from the book benefit Third Decade, a nonprofit that provides long-term financial coaching to people rebuilding their financial lives.What You'll LearnHow a group of financial advisors turned an idea into a traditionally published book, twiceWhy Even More Than Money was built around a five-purposes framework: living, changing, dreaming, giving, and enduringThe difference between a must-save mindset and giving yourself permission to spendWhy giving during your lifetime can be as meaningful as giving through an estateHow to decode financial advisor credentials and know what questions to ask before hiring oneWhat a real financial advisor relationship looks like, from one-time projects to ongoing partnershipsWhy liking and trusting your advisor matters as much as their technical expertiseHow the book's proceeds support Third Decade, a nonprofit providing long-term financial coachingThe previous presentation by PEARL PLANNING was intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https...

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie discuss the growing gap between public and private-sector pensions and whether governments should expand workplace retirement coverage. Then, Mario Canseco, President of Research Co., joins them to examine a new survey on whether health-care professionals should be allowed to object to participating in Medical Assistance in Dying. Next, microbiologist Jason Tetro “The Germ Guy”, explains why Alberta’s rising number of tick reports matters for retirees who enjoy gardening, golfing and spending time outdoors. To close the show, Faisal and Rob break down PKAG’s Growth Bucket, why retirees still need growth and how it supports future income.See omnystudio.com/listener for privacy information.

August is the perfect time to reset your finances before the busy fall season begins. In this episode of More Than Money, Art shares four smart money moves for August and answers listener questions about saving for a child's college and helping an adult child move back home with both grace and healthy expectations.Resources:8 Money MilestonesAsk a Money Question!

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak explore “doom spending” and how retirees can tell whether their purchases support their goals or are driven by fear. Then, they’re joined by Tim Bruckner, Professor and Chancellor’s Fellow of Public Health at the University of California, Irvine, to discuss whether work may help slow cognitive decline and how retirees can replace the routine and social connection it provides. Next, Anthony Damtsis of the CAAT Pension Plan also shares new research comparing Canadians’ retirement expectations with retirees’ actual experiences. To close the show, Rob and Leanna discuss how political uncertainty surrounding Alberta’s October referendum could affect retirement decisions and when it makes sense to adjust a financial plan.See omnystudio.com/listener for privacy information.

The college your kid falls in love with might be the one that costs you your retirement — and their financial future. That's the trap most families fall into, but college financial planner Shanna Due has a system for avoiding it. In this episode, she breaks down the three things every family needs to consider before saying "yes" to any school. You'll learn what to do if your child has their heart set on a specific school, how financial aid really works, and how to get the best college experience for the least amount of investment. Grab your copy of

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie discuss a recent Benefits Canada article reporting that half of Canadians worry about outliving their retirement savings. How can a proper plan make that uncertainty more manageable? Then, more Albertans are receiving fraudulent text messages claiming their health cards have expired and need to be replaced. David Shipley, CEO of Beauceron Security, explains how these scams work and how people can protect themselves. Next, Dave and Rob look at how Canada’s major pension plans build their portfolios around the payments they will need to make years and even decades into the future. What can individual retirees learn from this disciplined approach to investing? To close the show, they explore what to consider when choosing a financial advisor, including how they plan, communicate, and charge for their services. How can you determine whether an advisor is the right fit for your retirement, or whether it may be time for a change?See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak look at why Canadians place such a high value on guaranteed retirement income and what those without a workplace pension can do to create more financial security. Then, Salimah Walji-Shivji, CEO of AgeCare, joins the show to explain Alberta’s continuing care system, the different levels of care available, and how retirees can prepare for future costs before a crisis occurs. Next, economist Moshe Lander discusses two major pipeline proposals involving Alberta oil and what their potential economic impact could mean for retirees and their finances. To close the show, Faisal and Leanna explore the Financial Independence Retire Early movement and what Canadians in their 40s and 50s should consider if they hope to retire ahead of schedule.See omnystudio.com/listener for privacy information.

DA GEHT NOCH MEHR. Du weißt es. Du spürst es. Doch du kommst nicht weiter. Die WOW-Skala zeigt dir, wo du wirklich stehst – von 1 bis 10. Und welchen SHIFT du brauchst, dein Leben wirklich zu leben. Dir fehlt kein Wissen. Es sind nur Grenzen in deinem Kopf, die dich aufhalten. Zehn Schilder, die du selbst aufgestellt hast. Ohne es zu merken. Andreas zeigt dir in dieser Folge die WOW-Skala – von 1 bis 10, von Hoffnungslos bis WOW. Wo stehst du? Und was hält dich davon ab, nach oben zu kommen? Die Forschung zeigt: Nur 17 Prozent der Menschen leben im Bereich, den Wissenschaftler "Flourishing" nennen. Die Mehrheit lebt zwischen Okay und Gut. Das alte Normal reicht nicht. Nicht mehr. Lust auf den Shift in deinem Kopf? Wachstum? Hör jetzt rein.➡️ Du willst mehr WOW-Momente? Sichere dir jetzt dein kostenfreies Erstgespräch

On this week’s episode of More Than Money, Dave Popowich and Faisal Karmali explore why many Canadians are choosing not to downsize in retirement, despite concerns about housing options. Then, Rob Gerrie and Leanna Wachniak speak with Dr. Emily McDonald of McGill University about why regular medication reviews can matter as prescriptions build up over time. Next, Faisal and Leanna are joined by Fidelity’s Michelle Munro to discuss retirees using AI for budgeting, taxes, and retirement planning, and why many still prefer human advice. To close, Dave and Faisal look at why Canadians aged 55 to 59 are leaving so much TFSA contribution room unused, despite the potential tax benefits in retirement.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak discuss why many retirees struggle to spend their savings, even when they can afford to. Then, divorce and family lawyer Russell Alexander explains the financial realities of a “silent divorce,” when a marriage gradually comes apart without a major conflict. Next, Esme Fuller-Thomson from the University of Toronto explores how returning to school later in life can support brain health and help retirees build new social connections. To close the show, Rob and Leanna discuss the often-overlooked first 90 days of retirement, particularly for Alberta tradespeople whose work provided routine, purpose, and community.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak discuss a recent topic from The Globe and Mail’s Second Act series on reinventing retirement: could prediction markets become part of your retirement portfolio as they grow in popularity? Many of these articles use the word “investment,” but is that really the right word? Faisal weighs in. Then, they are joined by retired Calgary oil and gas executive Ed Malcolm, who shares his outlook on retirement through the idea of Life 1.0, Life 2.0, and Life 3.0. Life 1.0 is your school years, Life 2.0 is your working years, and Life 3.0 is your retirement years. Ed also discusses his latest business venture, Thermae Eleven, a new outdoor-only spa, and explains why he decided to take on something new in retirement. To close the show, Faisal and Leanna turn their attention to Seniors’ Loneliness Awareness Week and a topic that does not get enough attention: loneliness among older men. We live in the most connected world in history, yet many older men are quietly becoming more isolated. When a career ends, so can a built-in social network, and men are often the last to reach out when they need support.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Faisal Karmali discuss why a strong retirement plan needs the right portfolio structure behind it. Then, automotive journalist Matthew Guy joins the show to talk about RV travel, summer road trips, and what retirees should consider before hitting the open road. Next, Dr. Alex Bierman, Professor of Sociology at the University of Calgary, discusses loneliness among older Alberta adults and why social connection should be part of the retirement conversation. To close the show, Dave and Faisal ask what really makes a retirement successful: money, family, health, purpose, or a mix of all four.See omnystudio.com/listener for privacy information.

Join us for a special Best of More Than Money episode. To kick things off, Leanna and Rob walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security. Next, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Then, Faisal and Rob ask an important question; are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions. To wrap up the show, Dave and Leanna talk about how stress is showing up in retirement. From headlines and market volatility, to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak use Seniors’ Week as a starting point to ask a bigger question: are we doing enough to recognize, support, and plan for the realities seniors face today? They also look at Canada’s growing wave of retirements, with more people leaving the workforce each month and that number expected to rise in the years ahead. Then, economist Moshe Lander joins the show to unpack the potential economic impact of an Alberta separation referendum, including what uncertainty could mean for business investment, capital flows, energy markets, labour, real estate, retirement confidence, and Alberta’s relationship with the rest of Canada. Next, Rob and Leanna speak with Talia Bronstein, Director of Policy at the National Institute on Ageing, about elder abuse and the financial vulnerability facing many senior women in Canada. To close the show, Rob and Leanna walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Dave Popowich look at Jet Li planning for retirement and Stephen Colbert preparing for the end of The Late Show, exploring what these career transitions can teach us about purpose, identity, and what comes next. Then, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Next, Brendan Pansky, Director of Training & Development at True North Mortgage, explains how falling house prices may delay retirement for Canadians counting on their home as part of their plan. To close the show, Rob and Dave ask whether “Do I have enough?” is really the right retirement question, and why planning should focus on the life you want your money to support.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Leanna Wachniak look at news stories affecting retirement, including a Statistics Canada discussion about nearly 1.2 million Canadians aged 65 and older are working or looking for work. They also discuss Robert Kiyosaki’s warning about U.S. boomers and explain why retirees should be careful not to get caught up in dramatic headlines. Then, Jim Stanford, Economist and Director at the Centre for Future Work, joins the show to break down Prime Minister Mark Carney’s proposed $25 billion Canada Strong Fund and what it could mean for Canadians and retirees. Next, Dr. Lorne Tyrrell, Professor of Medical Microbiology and Immunology at the University of Alberta, explains what Canadians should know about hantavirus. To close the show, Dave and Leanna walk through a fictional retired couple and how they would approach building a retirement plan around their goals, risks, and future decisions.See omnystudio.com/listener for privacy information.

It's what you asked for, right? Change. You felt stuck, knew there had to be a better way, or you simply weren't satisfied. So, you pursued change, but that doesn't make the growing pains any easier. In today's episode, “Here's Why What's Familiar Feels Better Than the Actual Process of Change,” Jacquette teases a conversation from a future episode while unpacking why familiar doesn't always mean better, especially with money. Tune in to learn why the discomfort between where you are and where you want to be may be the most transformative part of your journey.Clarity: Money Clarity | 5 Questions You Need to Ask Yourself — Jacquette TimmonsWant More? Check Out:www.jacquettetimmons.comwww.jacquettetimmons.com/digital-productswww.instagram.com/jacquettemtimmonsBuyMeACoffee.com/JacquetteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of More Than Money, Art answers questions about retirement savings, tithing while in debt, and how much house you can actually afford. From Roth vs. traditional accounts to navigating generosity in tight seasons, if you're trying to honor God and stay financially steady, this conversation is for you.Resources:8 Money MilestonesAsk a Money Question!

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak explore the role health and health care planning can play in retirement. They begin with a notable Statistics Canada finding: Canada’s population is aging, with more Canadians now 65 and older, raising important questions about what that means for retirement planning. Then, Dr. Michael Antle, Department Head and Professor of Psychology at the University of Calgary, joins the show to discuss Alberta’s plan to make daylight saving time permanent and how that change could affect retirees. Next, Dr. Samir Sinha, Director of Health Policy Research at the National Institute on Ageing, breaks down a new study on shingles and why it remains a costly and often overlooked health risk for older Canadians. To close the show, Faisal and Leanna explain PKAG’s “health bucket” strategy and why planning for a possible health event should be part of a retirement plan.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie open with a critical retirement question: should you plan to age in your home, or is it time to consider alternatives? That leads into a deeper issue are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions. Next, Jon Roe Senior Research Associate - Angus Reid, joins the show to assess public sentiment one year into Mark Carney’s leadership. The takeaway: Canadians see strength on foreign policy, but ongoing challenges when it comes to affordability. To close, Faisal and Rob step back and examine the bigger picture. Canada was once viewed as one of the best places in the world to live. Today, rising costs are changing that reality. The question they leave you with is straightforward: what changed and what does it mean for your future?See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich compare the planning and execution behind the Artemis mission to the moon with the kind of preparation it takes to build a retirement plan. Then, Dave and Leanna sit down with Alex Bierman, Researcher at the University of Calgary, to discuss a new study from the University of Calgary’s School of Public Policy and the Angus Reid Group that found more than one-third of older homeowners are worried about being able to afford home upkeep. Next, Rob Gerrie and Leanna Wachniak are joined by David Shipley, CEO of Beauceron Security, to talk about the growing threat of cybercrime and why seniors remain one of the most vulnerable groups. To close the show, Rob and Leanna return to a topic they began last week: the history of retirement. This time, they look ahead to the future of retirement, exploring how it continues to evolve and whether newer trends, like working fewer days or retiring younger, could become more common in the years ahead.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss a new Statistics Canada report showing that 1 in 10 Canadians aged 55 and older who had retired were back at work in 2023, up from 7% in 2019, with most of that work being part-time. Then, they sit down with Lori Williams, Professor of Political Science at Mount Royal University, to talk about a major week in Canadian politics, including the Liberals securing a majority win in the by-elections and Mark Carney’s promise of more substance and less showboating. Next, Leanna and Rob are joined by Mario Canseco, President of Research Co., to explore why more Canadians are open to changes to the OAS system as concerns grow around affordability and Canada’s projected $78-billion deficit. To close the show, Leanna and Rob take a step back and look at the history of retirement. While retirement can feel like a natural part of life today, that has not always been the case.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich explore how artificial intelligence is starting to influence retirement planning, and what retirees should think about before turning to AI for financial guidance. Next, Leanna and Dave discuss a study showing how the people around us can affect how we age, including how negative relationships and ongoing stress can shape long-term well-being. Then, they’re joined by Nicole Dalmer, Associate Professor in the Department of Health, Aging and Society at McMaster University, to discuss why seniors are becoming the new “screenagers,” and what may be behind the rise in screen time among older adults. To close the show, Leanna and Dave compare AI-generated advice with human guidance, and explain why trust, context, and personal understanding still matter when planning for retirement.See omnystudio.com/listener for privacy information.

Play can be mindless, or it can unlock growth you never imagined.Welcome back to More Than Money with host Jacquette. In this episode, she's joined by Sherita Harkness, Founder of Trading Fourz Consulting, for a powerful conversation about the role of strategic play in the workplace. Think…Play-Doh—simple, hands-on, and surprisingly transformative.In part one, they break down what strategic play really means, how to get to the root of workplace and life challenges, and why psychological safety is essential for meaningful change. Tune in and discover how to make play a catalyst for your own growth.Want More? Check Out:www.jacquettetimmons.comwww.jacquettetimmons.com/digital-productswww.instagram.com/jacquettemtimmonsBuyMeACoffee.com/JacquetteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join us for a special Best of More Than Money episode. To kick things off for tax season, Dave and Rob break down the three most common tax issues retirees face and what can be done to address them. Next, Leanna and Rob explore why tax season can be especially difficult for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to discuss the unique challenges single seniors face and what her organization is doing to advocate for change. Then, Faisal and Rob speak with Dr. Mike Moffatt about how smart downsizing could benefit seniors, particularly when it comes to tax strategy and planning for the future. To wrap up the show, Dave and Rob examine how government cuts are pushing some Canadians into retirement earlier than expected and ask an important question: if retirement is forced on you, are you truly prepared?See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich break down some of the most talked-about retirement statistics right now, from how much Canadians think they need to retire to what the average Canadian is actually worth. Next, they’re joined by Erin Bury, Co-Founder and CEO of Willful, to discuss why women are more often named as estate executors than men, and what that says about trust, responsibility, and planning. Then, Leanna and Dave sit down with Dan McTeague, President of Canadians for Affordable Energy, to look at why gas prices have surged amid the recent conflict in Iran, and whether relief at the pumps is likely anytime soon. To close the show, Leanna and Dave talk about how stress is showing up in retirement. From headlines and market volatility to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss the economic fallout from the closure of the Strait of Hormuz, including rising oil prices, higher travel costs, and what it could mean for your retirement plan. Next, they are joined by Brian D’Costa, Founding Partner and Chief Strategy & Risk Officer at Algonquin Capital, to examine why markets are becoming more cautious about growth and why investors are increasingly turning to the relative safety of bonds. Then, Leanna and Rob sit down with Duane Bratt, Professor of Political Science in the Department of Economics, Justice, and Policy Studies at Mount Royal University, to discuss how CUSMA negotiations may seem distant but can quietly affect your retirement through taxes, travel, currency, and even real estate. To close the show, Leanna and Rob break down the financial implications of moving to another province in retirement and the key factors you need to consider before making that decision.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss today’s global headlines and what market history can teach us during times of uncertainty. Next, they explore why tax season can be especially challenging for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to explain the issues single seniors face and what her organization is doing to push for change. Then, Leanna and Rob discuss the role pets can play in retirement. While pets can offer companionship and support well-being, they also come with costs and long-term responsibilities. Philip Tedeschi, Founder and Director of the Institute for Human-Animal Connection and professor at the University of Denver, joins the show to explore both sides. To close the show, Leanna and Rob share personal family experiences with retirement, from Rob’s mother navigating retirement on her own to Leanna’s grandfather facing retirement without financial security.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie unpack one of the biggest stories shaping retirement today: the geopolitical uncertainty dominating the headlines and what it could mean for your financial future. Next, they look at how government cuts are pushing some Canadians into retirement earlier than expected and ask the important question: if retirement is forced on you, are you really ready? Then, Dave and Rob turn to the Alberta budget and rising property taxes in Calgary. What is driving the increase, and what does it mean for retirees? They are joined by Trevor Tombe, economist at the University of Calgary, to break it down. To close the show, with tax season fast approaching, Dave and Rob discuss the three most common tax issues retirees face and how to solve them.See omnystudio.com/listener for privacy information.

Which IRA is better—Roth or Traditional? In this episode, Art and Nate go head-to-head to determine which IRA deserves the title of true champion. They also tackle a listener's question about IRAs. Don't miss this fun, live recording of the More Than Money podcast!Resources:8 Money MilestonesAsk a Money Question!

It's a live recording of More Than Money! For those who are ready to get out of debt, this is for you. In this episode, Art shares some guarantees and keys to the debt-free journey. Plus, he answers a couple of listener questions.Resources:8 Money MilestonesAsk a Money Question!

“Every expense needs to fight for the right to be on your income statement.”— Jacquette TimmonsIn today's episode, “What You Choose to Carry Forward (and Why It Matters Now),” Jacquette invites you to close out 2025 with a powerful reset. This is the moment to pause, reflect, and decide what truly deserves to move with you into the new year.An audit isn't just a financial exercise. Because it's always about "More Than Money," it's also a chance to see where your energy went, what fueled you, and what drained you. A financial and lived‑experience audit reveals discoveries, offers evidence, clarifies what's enough, and highlights the wins you may have overlooked.End your year with intention and gratitude so you can begin the next one renewed, aligned, and ready for what's ahead.For Clarity: Offer Portfolio Blueprint™ | Pricing Clarity for Entrepreneurs — Jacquette Timmonswww.jacquettetimmons.comwww.jacquettetimmons.com/digital-productswww.instagram.com/jacquettemtimmonsBuyMeACoffee.com/JacquetteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's an annual tradition on the More Than Money podcast! Matt joins Art to walk through the Financial State of the Union—what it is, why it matters, and how to use it. Plus, they tackle Janet's question: Is giving less than 10% considered “stealing from God”?Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!

Happy Thanksgiving! In the spirit of the season, Art shares seven ways an attitude of gratitude can help you reach your next Money Milestone even faster. Plus, he answers three questions from the More Than Money family, including, “Should I stop my retirement contributions while rebuilding my emergency fund?”Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!

In this episode of The Family Biz Show, family business consultant Michael Palumbos is joined by Shawn Barberis of More Than Money 360 to explore how high-net-worth families can protect and grow their family wealth by focusing on communication, values, and legacy—not just dollars. Together, they unpack proven strategies to strengthen generational continuity, including the five pillars of success and six laws of family advancement. 1. Shawn's Journey & "More Than Money" (02:23–08:18) Shawn shares why he left law to launch a firm focused on the relational and cultural side of legacy. He realized families needed more than documents—they needed systems to protect family wealth through values, communication, and structure. 2. Perception vs. Reality of Risk (14:53–17:00) Most families fear market loss, but data shows 85% of wealth loss stems from broken trust and poor communication. Shawn highlights why this mindset shift is crucial to family legacy. 3. The Engagement Process (19:10–21:05) A 3-step approach: educate the family, define the legacy goal, and build a values-based plan. Legacy is built through process—not a single event. 4. Five Pillars of Generational Success (23:10–27:26) The foundation of enduring family wealth: communication, core values, family legacy, philanthropy, and governance—all working together to sustain family purpose and identity. 5. Six Laws of Family Advancement (29:27–35:42) From gratitude over entitlement to rising gen empowerment and transparent meetings, Shawn shares six laws that help families sustain wealth and legacy long term. 6. System, Process & the MTM Meter (37:29–41:19) Shawn introduces the More Than Money Meter—a tool that tracks how prepared and satisfied families are across the five pillars. As he says, "You can't improve what you don't measure." Tangible Takeaways for Leaders of Family Businesses Realize that the biggest threat to your family's lasting wealth is likely not the markets — it's breakdown in communication, trust and shared purpose. Use a process, not just an event: Begin with the end in mind, build curriculum, set outcome criteria. Prioritize the rising generation early: Give them voice, let them lead in meaningful ways, particularly in areas like impact investing or philanthropy. Use measurement: As you would for a business strategic plan or financial plan, set baseline, track progress in communication, values, legacy and governance. Consider your advisor ecosystem: One "quarterback" advisor who understands the family, across generations, often provides better continuity than multiple siloed advisors.

In this episode of More Than Money, Jess Rainer (Art's brother) shares powerful stories of how generosity can change lives in unexpected ways. From a father coming to Christ after years of prayer to a student receiving a last-minute camp scholarship, you'll see how giving impacts both individuals and communities. Tune in to discover the eternal ripple effects of your generosity and how God multiplies what you give.Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!

A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn't just scratch the surface of wealth management—it went straight to the heart of what wealth really means. Here's a man who has advised families with an average net worth of more than $500 million, co-founded the largest network of centimillionaires in the U.S., and written the bestselling book More Than Money. https://www.youtube.com/live/DTWacmQHhSU And yet, when we asked him about retirement, he smiled and said, “I don't plan on retiring. I'm finally doing the work that's closest to my life purpose.” That one statement reframed everything. Because if someone with Michael Cole's track record and access to the ultra-wealthy believes that life purpose—not just money—is the real destination, then we all have something to learn. A Story That Changes the Way You See WealthWhy This Matters to YouMichael Cole's Journey to the Top of Wealth ManagementWealth Is More Than Money – The Six Forms of CapitalThe Impact of Wealth – Purpose Over PossessionsBuilding a Culture That Outlasts YouWhat the Ultra-Wealthy Invest in Right NowOvercoming Cultural Narratives About WealthWhat Michael Cole Teaches Us About WealthBook A Strategy Call Why This Matters to You Whether you're just starting to build wealth, sitting on a successful business, or thinking about how to transfer assets to the next generation, the insights from Michael Cole matter to you. Here's why: Michael has spent decades inside family offices, helping entrepreneurs, centimillionaires, and billionaires not only grow their capital but also grow their impact. He's seen firsthand what works—and what fails—when it comes to preserving wealth and legacy. In this article, Bruce and I want to unpack the conversation we had with Michael Cole so you can walk away with: A clear understanding of why wealth is more than money How to think about the impact of wealth on your family and community Practical insights into what the ultra-wealthy are investing in right now How to create a family culture that outlives you Most importantly, you'll see how Michael Cole's perspective can empower you to stop chasing money as the end goal and start building a legacy that truly matters. Michael Cole's Journey to the Top of Wealth Management Michael's resume reads like a roadmap of the private wealth industry: Merrill Interest Trust Company, Wells Fargo's Abbott Downing, Ascent Private Capital Management, and Crescent Capital Management. At each stage, he wasn't just managing billions in assets—he was rethinking what it means to be a steward of wealth. And eventually, he co-founded R360, a peer-to-peer community of centimillionaires and billionaires built on one core belief: Wealth is more than money. That perspective didn't just come from financial spreadsheets. It came from listening. Michael Cole is the kind of leader who pauses before he answers, considers both sides, and responds with wisdom. That's why Bruce said during the episode, “Talking with you is like talking to my little brother. You think deeply, you listen, and you answer with both intellect and empathy.” Wealth Is More Than Money – The Six Forms of Capital Michael Cole teaches that wealth stewardship requires diversification beyond just financial assets. His model highlights six forms of capital: Financial capital – the money itself Intellectual capital – the knowledge and learning culture of a family Social capital – networks, relationships, and giving back Human capital – the character, skills, and wellbeing of family members Emotional capital – resilience, connection, and healthy communication Spiritual capital – purpose, values, and meaning Just as investors diversify portfolios, families must diversify their approach to legacy. As Michael told us, “If you're only focused on the money,

Description: Step into Episode 169 of On the Delo as David DeLorenzo sits down with Rick Doyle — a self-taught financial educator, content creator, and community builder who's helping thousands redefine what wealth really means.From losing everything as a former business owner to building a thriving online platform of over 160,000 followers, Rick shares the real story behind his financial wake-up call and how mindset, consistency, and small wins helped him rebuild.In this episode, you'll hear:How Rick went from detailing cars to becoming a sought-after voice in personal financeWhy budgeting, discipline, and delayed gratification beat flashy investmentsHow he left a traditional job in banking to focus full-time on empowering othersInsightful reflections on wealth, AI trends, and the global financial landscapeWhether you're just starting your money journey or looking for a fresh perspective on building real wealth, this conversation is full of practical takeaways, personal growth, and a reminder that you don't have to be perfect — just persistent.CHAPTER GUIDE: (0:00 - 3:00) Introduction: Podcast 169 and Guest Rick Doyle (3:01 - 7:30) Early Career: Mechanic Work, Entrepreneurship, and Finding Purpose (7:31 - 12:30) Losing it All and the Financial Wake-Up Call (12:31 - 17:00) Building a Community Through Education and Content (17:01 - 21:30) Investing Mindsets and Wealth as More Than Money (21:31 - 26:30) Breaking Down Wealth, AI Trends, and Global Perspective (26:31 - 31:40) Discipline, Delayed Gratification, and Smart Money Choices (31:41 - 35:50) Daily Habits, Burnout, and the Power of Starting Small (35:51 - 38:19) Rapid Fire: Values, Investments, and Where to Find Rick

Here's part 2 of episode 224 where we talk about our homework.  This week we cover How To Train Your Dragon (live action), Edge of Tomorrow, Life of Chuck (Story), Incredible Hulk: Future Imperfect, Batman Vol 1: Their Dark Designs, Where Monsters Lie, A Complete Unknown, Shoresy S4, Cuckoo, Oddity, The Accountant 2, and Green Lantern comics. This episode's featured song is "More Than Money" by Lettuce featuring Styles P of the Lox.  You can find them on the Nyrdcast Featured Music Playlist and at: Facebook | Instagram | TikTok | YouTube Check us out at our website and on social media.  Don't forget to rate and review the podcast on iTunes.

Join Art as he takes a trip back to his early twenties, revisiting the books and lessons that helped shape his financial decision-making. Plus, he answers two questions from the More Than Money Facebook group—one about refinancing, and another about embracing the More Than Money mentality!Resources:8 Money MilestonesAsk a Money Question!

What do sacrificially generous people look like? Which is better—a debt consolidation loan or the debt snowball method? What are some ways to help your child avoid student loan debt? These questions and more are answered in this episode of More Than Money!Resources:8 Money MilestonesAsk a Money Question!

In Part 2 of Stewardship – It's More Than Money, we continue our journey into understanding the full scope of biblical stewardship. This episode covers how to manage your resources, talents, and divine purpose in a way that honors God and fosters growth. From business decisions to personal gifts and aligning with your purpose, discover how holistic stewardship leads to a life of intentionality, peace, and greater impact.RESOURCES

In Part 1 of Stewardship—It's More Than Money, we explore the broader scope of stewardship beyond finances. Stewardship is about managing every area of life with purpose and intention, guided by biblical principles. In this episode, we'll explore the importance of being wise stewards of our time, relationships, and health. Learn how these areas impact our lives and how we can apply stewardship to achieve balance, growth, and fulfillment.RESOURCES

For today's Greatest Hit of 2024, we are resharing an episode where Art talks with Brian Preston of the Money Guy Show about the keys to building wealth and his new book, Millionaire Mission. Plus, Brian answers three More Than Money listener questions. Listen for a fun conversation!

Watch out for these financial enemies in 2025! In this episode, Art invites you into the game film room to break down five common threats to your financial health. Tune in to learn what they are and discover practical strategies for overcoming them, all in this episode of More Than Money.Resources:Financial State of the Union (FREE!)8 Money MilestonesAsk a Money Question!

This episode is a bit different from the usual More Than Money podcast! Art discusses moments when it's actually okay not to give. Plus, he answers two listener questions—one about finding cheap flights and another about credit card rewards. Don't miss it!Resources:7 Websites to Score Cheap Flights8 Money MilestonesAsk a Money Question!

It's time for some December money moves! In this episode of More Than Money, Art covers six year-end money moves to make before 2024 ends. From maxing out retirement contributions and spending FSA dollars to setting up your 2025 budget, these moves will help you finish strong. Resources:8 Money MilestonesAsk a Money Question!

Send us a textBennett Maxwell's entrepreneurial journey is nothing short of inspiring, as he transitions from a bustling Mormon upbringing in Utah to groundbreaking ventures in Mexico. Discover the secrets behind his early sales experiences, from candy bars to lawn aeration, and how these formative years in a supportive community provided the foundation for his success. Bennett's insights into emotional selling and the impact of a purpose-driven business model will transform how you view consumer engagement and philanthropy's role in entrepreneurship.Join us as Bennett unravels the art of prioritizing learning over immediate financial gain, a philosophy that has fueled his diverse career. From mastering essential communication skills to navigating the solar industry, Bennett's journey underscores the importance of skill development over monetary rewards. This mindset not only paved the way for ventures like launching a solar company and acquiring Dirty Dough but also fostered personal growth and long-term success by opening doors previously unseen.Finally, we explore the transformative power of collaboration and community feedback in building a successful business structure. Bennett shares his evolution from door-to-door sales to strategic entrepreneurship, highlighting the significance of delegation and recognizing one's value per hour. His venture into the gourmet cookie business, sparked by collaboration, showcases the importance of open conversations. Plus, Bennett opens up about the joy of being present and embracing emotional goals, sharing personal stories and insights from his podcast, "Deeper Than Dough, More Than Money." Whether you're an aspiring entrepreneur or a seasoned business owner, Bennett's story offers invaluable lessons in growth, purpose, and finding contentment in the simple moments.To Reach Bennett: Link will be in the blog: https://edwards.consulting/blog To Reach Jordan:Email: Jordan@Edwards.Consulting Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw Facebook: https://www.facebook.com/jordan.edwards.7503 Instagram: https://www.instagram.com/jordanfedwards/ Linkedin: https://www.linkedin.com/in/jordanedwards5/ Hope you find value in this. If so please provide a 5-star and drop a review.Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call

This week, Jason is joined by the curious Canadian, David Arduin to take questions from the listeners from All Access!  In this addition of More Than Money, Jason and David get the chance to ask Trading Secret listeners about their careers and vice versa! From a therapist to sports media, everything you need to know about the schooling behind a career, how to best approach the conversation around food with kids, not tying your image to your work, expenses and tips behind parenthood, job applications, and so much more. Plus a special surprise from Kat and MK!  It's an episode you can't afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial 

This week, Jason is joined by the curious Canadian, David Arduin! Jason and David dive into the start of the More Than Money podcast episodes, the behind the scenes of the Talk Money to Me book tour, CapitalOne Cafés, how Jason was cornered by TMZ, how being busy versus having downtime impacts them, how Jason assesses the year so far, and amplifying the voice of the listeners.  It's an episode you can't afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: Declan O'Connell Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial