Young Money with Tracey Bissett

Tracey Bissett

This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed. This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker. read less
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Episodes

EP323 Financially Supporting Aging Parents
4d ago
EP323 Financially Supporting Aging Parents
As Canadians grapple with the financial and emotional aspects of supporting aging parents, we sit down with Clay Jarvis, a mortgage and real estate expert from NerdWallet Canada. This episode dives into NerdWallet’’s recent aging parent survey, conducted by the Harris Poll, revealing that nearly one-third of Canadians are either assisting or plan to assist their parents financially. Listen in as Clay provides expert advice on initiating conversations about finances with aging parents, addressing sensitive topics such as estate planning and end-of-life care. He emphasizes the importance of timely discussions to prevent financial hardships and ensure parents’ wishes are respected and planned for accordingly. “It's better to just confront these things head-on, and deal with them.” -  Clay Jarvis This Week on Young Money: How to start conversations about financial support without adding stress.The impact of financial pressures on multi-generational families in Canada.Practical steps for managing the financial responsibilities of aging parents. Key takeaways: Don’t avoid difficult conversations.Practical planning is essential.Consider professional advice. Connect with NerdWallet: Website LinkedIn Connect with Clay Jarvis: LinkedIn Resources Mentioned: Shannon Terrell 2024 Financially Assisting Aging Parents Report Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP322 Fifth Annual Worry Poll Results with Scotiabank
Feb 27 2024
EP322 Fifth Annual Worry Poll Results with Scotiabank
Are Canadians' financial concerns keeping them up at night? In this episode, we're joined by Kingsley Chak, Senior Vice President at Scotiabank, to delve into the anxieties and hopes shaping the financial landscape in Canada today, as revealed by the fifth annual Worry Poll. This discussion sheds light on the pressing financial issues that Canadians face—from spending concerns to debt management—and highlights the proactive measures being adopted, particularly by the youth, to forge a path toward financial stability. "You're not alone. What you're thinking, what you're feeling—a lot of Canadians are feeling that way as well.” -  Kingsley Chak This Week on Young Money: The financial concerns and aspirations highlighted in Scotiabank's Worry Poll.A look at how Canadians are navigating their financial worries amidst economic fluctuations.The proactive approach of younger Canadians toward their financial wellness.Strategies for effective financial management and planning for a secure future. Key takeaways: Evaluate your financial concerns.Seek out financial advice.Implement practical strategies to confront financial challenges. Connect with Kingsley Chak: LinkedInScotiabank Resources Mentioned: Scotiabank Advice+ Smart Money BNS:CC - Canadians prioritizing day-to-day finances optimistic for better days ahead Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP321 TikTok Credit Card Tips Reviewed by NerdWallet Canada
Feb 20 2024
EP321 TikTok Credit Card Tips Reviewed by NerdWallet Canada
Today we're diving into the untapped world of financial wisdom on TikTok as Shannon Terrell, lead writer at NerdWallet Canada, shares the truths and myths surrounding popular financial advice. Shannon sheds light on crucial financial insights shaping the digital landscape, from purchase protection to the mysteries of credit card skimmer scams. With Canadians increasingly relying on TikTok for financial advice, this episode offers tips to navigate the complexities of credit cards and personal finance. Listen in to hear about the nuances of credit utilization ratios, the intricacies of credit card insurance, and the realities of credit card churn. You'll learn how to safeguard your financial interests and make informed decisions about your finances. “When dealing with credit card insurance, always make sure that you’re checking the fine print and ensure that you understand what obligations you need to fulfill as the cardholder so that you’re not left high and dry in a difficult situation.” - Shannon Terrell This Week on Young Money: What NerdWallet is and who they help.What a day in the life of a writer for NerdWallet looks like.What trends on TikTok we can follow.How credit card insurance works.What your credit utilization ratio is.How to spot a skimmer scam. Key takeaways: Check the fine print.Know your obligations.Check your spending.Understand your credit limits.Make payments often on your credit card.Trust your gut.Re-evaluate who you follow on social media. Connect with Shannon Terrell: LinkedInNerdWalletNerdWallet WebsiteNerdWallet LinkedIn Resources Mentioned: EP106 Milli Moves: Money & Media with Leanna HaakonsEP301 Will Swifties Save or Sink into Debt Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP320 Financial Fitness Lessons from Super Bowl LVIII
Feb 6 2024
EP320 Financial Fitness Lessons from Super Bowl LVIII
What can Super Bowl LVIII teach us about financial fitness? In this episode, I dive into wisdom we can take away from the year's biggest game and explore how stars like Taylor Swift and Usher, along with the athletes’ inspiring stories, reveal crucial financial strategies. Listen in as I analyze the perseverance and disciplined approaches of NFL players and entertainers, showing how their journeys mirror essential financial principles. You'll hear actionable insights for achieving financial wellness and learn the significance of dedication to long-term goals and resilience. "In the same way that athletes and performers dedicate themselves to their craft, achieving financial fitness requires discipline, planning, and the courage to pursue long-term goals over instant gratification.” - Tracey Bissett This Week on Young Money: Extracting financial lessons from the spectacle and spirit of Super Bowl LVIII.The impact of celebrity influence on financial decisions, with a spotlight on Taylor Swift and Usher.The disciplined journey to success: insights from the NFL's finest and musical icons.Strategies for setting, pursuing, and achieving your financial goals with resilience. Key takeaways: Vision and perseverance are key when it comes to achieving financial fitness.Navigate your financial future with support and guidance.There are no shortcuts to success—discipline is the path to victory. Resources Mentioned: EP017 Super Bowl's Musical Talent - Justin Timberlake & Lady Gaga EP067 5 Financial Lessons Learned from Maroon 5 EP090 3 Financial Fitness Lessons from Rihanna & Jay-Z EP101 How to Take Control of Your Financial Future like Taylor Swift EP123 3 Financial Fitness Lessons from Jennifer Lopez and Shakira EP179 Milli Moves: Bitcoin – Investing or Gambling? EP231 Back to Basics EP232 Financial Lessons from Hip Hop at the Super Bowl EP280 Sports Betting: Gambling or Entertainment? EP281 Financial Fitness Lessons from Rihanna EP301 Will Swifties Save or Sink into Debt   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP319 Loud Budgeting
Jan 30 2024
EP319 Loud Budgeting
Are you ready to challenge the norms of personal finance with the bold trend of loud budgeting? In this episode, I explore this trend, which encourages openly declaring and adhering to your financial goals. Spearheaded by Lukas Battle on social media, this movement marks a departure from quiet luxury, advocating for courageous, value-driven financial decisions. I’ll delve into how this approach not only curbs impulse spending, but also adapts effectively to the current economic landscape. Listen in as I revisit themes of financial openness from previous episodes, highlighting how discussing finances with others can lead to better decision-making. I also explore loud budgeting's role in addressing financial bullying and influencing consumer behaviors like “buy now, pay later” schemes, emphasizing its impact on personal finance management. "It’s not ‘I don’t have enough’. It’s ‘I don’t want to spend’.” - Tracey Bissett This Week on Young Money: What loud budgeting is and its rise to popularity.How this trend has shifted the norm from quiet luxury to open financial planning.Previous episodes that align with the theme of financial openness and accountability.The role of loud budgeting in current economic scenarios and its impact on consumer behavior. Key takeaways: Open discussions about finances can foster better financial decisions and relationships.Economic conditions influence personal finance strategies.Aligning financial actions with personal values and goals is key. Resources Mentioned: EP031 True Cost of Being a Wedding Guest EP037 Cohabitate in a Financially Fit Way EP092 How to be In Love AND Financially Fit with Wendy Brookhouse EP103 Are you a financial bully? EP114 Milli Moves: Are you Uber Broke? EP158 Milli Moves: Mind Your Own Business About Money EP226 Financial Accountability Over Financial Resolutions EP247 Buy Now Pay Later 101 EP292 Navigating Financial Firsts and Spending Shifts with Interac   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP318 Bissett Financial Fitness Framework
Jan 17 2024
EP318 Bissett Financial Fitness Framework
As we step into the new year, it's the perfect time to get motivated and inspired about our financial fitness. In this episode, I draw parallels between physical and financial fitness, illustrating how both exist on a spectrum from beginners to experts. Dive into the three key elements of the Bissett Financial Fitness Framework: cash flow, savings, and debt management. Just like physical fitness—where cardio, strength training, and lifestyle choices play crucial roles—these financial elements are essential for a balanced and healthy financial life. Whether you're just starting to learn about budgeting or you're a sophisticated investor, this framework can help individuals and businesses alike, so make sure to tune in! “Tackle your financial life with the Bissett Financial Fitness Framework and become more financially fit.” - Tracey Bissett This Week on Young Money: Understanding the Bissett Financial Fitness Framework and its relevance in everyday life.What physical fitness has in common with financial fitness.The three key elements of financial fitness.Practical advice for improving each aspect of your financial health. Key takeaways: Recognize where you stand on the financial fitness spectrum and identify areas for improvement.Cash flow is key in maintaining a stable and balanced financial life.Savings contribute to financial security and enable personal and business growth.Debt management is crucial for controlling your future and avoiding financial pitfalls. Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP317 Lessons Learned in 2023; 2024 Predictions & Tips
Jan 2 2024
EP317 Lessons Learned in 2023; 2024 Predictions & Tips
As we bid farewell to 2023 and welcome 2024, it's time to reflect on the past year's financial lessons and look ahead with optimism and preparedness. In this episode, I’m diving into the significant financial events of 2023, from soaring interest rates to the challenges of inflation and job cuts, and how they've shaped our financial behaviors. Join me as I celebrate Young Money's milestones (including crossing 350,000 downloads!), explore the personal and professional achievements of the year, and discuss the importance of community support and personal health in our financial journeys. I also share predictions for 2024 and practical tips to help you take control of your finances and navigate the uncertainties ahead. “Reflect on your financial learnings and prepare for a year of taking control of your finances.” - Tracey Bissett This Week on Young Money: A review of the financial landscape in 2023, including interest rates, inflation, and job market trends.The impact of financial stress on Canadians' mental health and well-being.Celebrating Young Money's achievements and personal milestones.Predictions for the financial challenges and opportunities in 2024.Five actionable tips for improving your financial fitness in the new year. Key takeaways: Reflect on your financial experiences and learnings from the past year.Understand the ongoing financial challenges and prepare for them.Embrace community support and prioritize health alongside financial goals.Set realistic financial goals and be mindful of your spending habits.Seek professional advice and support to enhance your financial journey. Resources Mentioned: Feedspot's Top 10 Financial Podcasts in Canada FP Canada 2023 Financial Stress Index EP062: What is your Money Mindset? EP114: Milli Moves: Are you Uber Broke? EP301: Will Swifties Save or Sink into Debt EP315: How to Protect Yourself Online with TELUS   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP316 How to Practice Gratitude in Challenging Times
Dec 26 2023
EP316 How to Practice Gratitude in Challenging Times
What are you grateful for? Reflecting on this question is the first step toward integrating gratitude into your life. Whether through mindful observation, expressions of thanks, or keeping a gratitude journal, the possibilities are endless. In this episode, I will be going over several ways to practice gratitude when you may not be feeling so grateful. Incorporating gratitude into your daily routine doesn't require extensive time; even a few minutes each day can significantly impact you. As we explore the power of gratitude, remember that expressing thanks for your financial fitness is equally essential. Celebrate the achievements, big and small, that your hard-earned money affords you.  “It is important to give back. Whether it is through a contribution to a food bank, a kind word for someone you pass in your busy day, helping out a neighbor in need—anything that you can do.” - Tracey Bissett This Week on Young Money: The concept of gratitude and its benefits for mental and physical well-being.How to celebrate the simple everyday pleasures.Several ways to express gratitude.The scientifically supported benefits of practicing gratitude.Practical tips on seamlessly integrating gratitude into daily routines. Key takeaways: Practice gratitude.Celebrate small wins.Take small actions every day.Observe the beauty of wonder.Be kind to others. Resources Mentioned: EP036 Kelley Keehn with 5 Ways We Sabotage Our Finances EP062 What is your Money Mindset? EP183 Talk Money to Me During COVID and Other Times of Financial Distress with Kelley Keehn EP262 Taking Control of Our Money with Kelley Keehn EP274 Finding Joy Through Financial Fitness EP275 Finding Hope Through Financial Fitness   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP315 How to Protect Yourself Online with TELUS
Dec 20 2023
EP315 How to Protect Yourself Online with TELUS
Are you aware of the risks lurking in the digital world—especially during the holiday season? In this episode, we're joined by Leigh Tynan, Director of TELUS Online Security, to discuss the importance of cyber safety and how to protect your identity and finances online. Listen in as Leigh shares her insights on the increasing prevalence of online fraud and identity theft in Canada. We delve into the specific risks Canadians face during the holidays and the best practices for safe online shopping. Leigh also walks us through the three phases of dealing with online fraud and offers practical tips for safeguarding your digital presence. "Even if you do everything right, you can still be at risk." - Leigh Tynan This Week on Young Money: The heightened risks of online scams during the holiday season.Strategies for preventing, detecting, and recovering from online fraud.The current landscape of online fraud and identity theft.Best practices for protecting your identity and shopping safely online.The role of TELUS Online Security in safeguarding Canadians' digital lives. Key takeaways: Stay vigilant and informed about the risks of online fraud.Embrace cybersecurity best practices, including two-factor authentication and VPN usage.Regularly monitor your financial accounts and credit reports.Utilize resources like TELUS Online Security for comprehensive digital protection.Share your experiences and report incidents to help combat cybercrime. Resources Mentioned: Leigh Tynan: LinkedInTELUS: LinkedIn TELUS Online Security   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP314 Celebrating 6 Years of Young Money
Dec 19 2023
EP314 Celebrating 6 Years of Young Money
Six years, 314 episodes, a global audience across 40 countries, and over 350,000 downloads—join me in celebrating the incredible journey we've had on the Young Money podcast. With educational and entertaining content from all of our inspiring guests, I hope this show has guided you on your financial fitness journey. Listen in as I reflect on the past and share how my personal experiences and newfound perspectives will shape the future of Young Money. From addressing current issues to sharing listener stories and exploring the impact of biases on financial fitness, I plan for the next chapter to be relevant, insightful, and connected to what you want to hear.  “It's about taking those small imperfect actions that increase your foundation of financial knowledge so you can navigate your life, personally and professionally, with confidence.” - Tracey Bissett This Week on Young Money: How we have had to adapt to the ever-changing financial landscape.How Young Money has changed in the past six years.The power of shared experiences.The role biases play in financial fitness.How I have changed since starting the show.The complexities of financial fitness. Key takeaways: Embrace community.Be adaptable.Remain open to learning new things.Learn to pivot. Resources Mentioned: EP060 Young Money's 1st Birthday - Ask Me Anything! EP100 Celebrating 100 Episodes of Young Money EP116 Behind the Scenes of Young Money EP172 Young Money Celebrates 3 Years with special guests Riley & Brenley EP200 Celebrating 200 Episodes of Young Money EP225 Celebrating 4 Years of Young Money EP273 Lessons Learned from 5 Years of Young Money EP300 The 300th Episode Celebration   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP313 Canadian Holiday Spending Outlook with Myles Gooding, PwC
Dec 5 2023
EP313 Canadian Holiday Spending Outlook with Myles Gooding, PwC
How are Canadians navigating the holiday season amidst economic challenges and evolving retail landscapes? In this episode of Young Money, I’m joined by Myles Gooding, PwC Canada's National Consumer Markets Leader, to explore the Canadian Holiday Outlook Survey's findings.  Listen as we dive deep into the spending behaviors of different generations and examine how cutting-edge retail technologies like AI, AR, and the metaverse are revolutionizing the way we shop. Myles also offers a wealth of insights into the current trends shaping Canadian consumer habits, as well as why Canadians are increasingly focusing on travel, supporting local businesses, and making socially responsible decisions in their holiday shopping. “Safety concerns now in the rearview mirror, in-store shopping is actually continuing to make a pretty large number.” - Myles Gooding This Week on Young Money: Insights into consumer spending trends.The impact of inflation on consumer choices and spending habits.The role of emerging retail technologies in enhancing the shopping experience.Generational differences in holiday spending.The growing popularity of 'Buy Now, Pay Later' among Gen Z consumers.The importance of supporting local businesses and making socially responsible purchases.Strategies for managing holiday expenses and staying financially fit. Key takeaways: Understand the changing dynamics of consumer spending.Recognize the influence of technology on modern shopping.Learn how different generations approach holiday spending amidst economic challenges.Discover the significance of socially responsible and community-focused purchasing.Gain insights into effective budgeting and financial planning for the holidays. Resources Mentioned: 2023 Canadian Holiday Outlook EP247 Buy Now, Pay Later 101 EP262 Taking Control of Our Money with Kelley Keehn Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP312 Check Up On Your Financial Health
Nov 28 2023
EP312 Check Up On Your Financial Health
Are you equipped to handle the complexities of managing debt and navigating financial emergencies? In this episode, I dive into the crucial aspects of financial health, focusing on debt management and emergency preparedness. November, being Financial Literacy Month in Canada, serves as a timely reminder to assess and enhance our financial literacy, a key component of overall financial wellness. Join me as I explore the theme of this year’s campaign, "Managing Your Money in a Changing World," and discuss practical tips and strategies for dealing with debt, creating budgets, and setting up emergency funds. I’ll cover the importance of understanding your financial rights, the benefits of having a solid plan for debt repayment, and ways to increase income and reduce expenses. Plus, I’ll offer insights on how to navigate financial emergencies, from contacting financial institutions to considering mortgage deferrals and credit card payment holidays. "Managing debt is one of the key consumer building blocks that leads to greater financial resilience." - Tracey Bissett This Week on Young Money: The significance of financial health checks and understanding debt management.Strategies for creating budgets, paying off debts, and avoiding additional debt.Tips for setting up an emergency fund and reducing expenses.Guidance on navigating financial emergencies, including mortgage relief options and credit card payment holidays.The importance of seeking professional financial advice and being cautious of misleading information. Key takeaways: Get a pulse on your financial health. Manage your debt.Optimize your financial health.Know your financial rights.Create a budget.Save and invest.Get help when you need it. Resources Mentioned: EP056 Back to Basics - The 5Cs of Credit EP057 Bankruptcy and Consumer Proposals what does it mean with Doug Hoyes EP058 Invest in Your Financial Well-Being - Financial Literacy Month 2018 EP109 Milli Moves: Take Charge of Your Finances - Financial Literacy Month 2019 EP149 Adulting 101: How to Deal with Overwhelming Debt Levels with Taz Rajan, Bromwich + Smith EP166 Financial Literacy Month 2020: 10 Things you Should Know During Times of Financial Uncertainty EP184 Credit Canada Debt Solutions with Keith Emery EP218 Financial Fitness All Year Round EP222 Why Financial Literacy Matters at Work EP267 Managing Your Money in a Changing World Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP311 Deal or No Deal
Nov 21 2023
EP311 Deal or No Deal
Are you ready to tackle the tempting deals of Black Friday and Cyber Monday without derailing your budget? In today’s episode, we dive into the art of smart shopping during the biggest sale season of the year and share essential considerations to ensure you're making wise purchasing decisions. Listen in as we explore three key considerations: understanding the real reason behind your purchase, assessing if the deal is genuinely beneficial, and exploring ways to maximize benefits like loyalty points or additional perks. We also offer bonus tips on avoiding overspending, such as unsubscribing from tempting store emails and involving friends in your spending plans. And don't forget about Giving Tuesday – a perfect opportunity to make your charitable contributions go further! “If you are getting a deal, make sure it really is one.” -  Tracey Bissett This Week on Young Money: Evaluating the true purpose of your purchases.Determining if a deal is genuinely advantageous.Leveraging loyalty programs and other benefits for optimal value.Bonus tips to resist overspending temptations.The importance of Giving Tuesday and supporting charities in need. Key takeaways: Be mindful of your purchasing motivations.Scrutinize deals to ensure they are genuine savings.Utilize loyalty points and other benefits for added value.Implement strategies to avoid emotional spending.Remember the broader impact of your spending, especially on Giving Tuesday. Resources Mentioned: Who’s Hungry Report 2023   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP310 Mental Health, Financial Fitness and Entrepreneurship with Sharmila Sriram
Nov 14 2023
EP310 Mental Health, Financial Fitness and Entrepreneurship with Sharmila Sriram
Embarking on the journey of entrepreneurship requires more than just business acumen—it necessitates a strong foundation built on passion, resilience and a commitment to positive change. Sharmila Sriram, Founder & CEO of Spectrum Medical Diagnostics, sheds light on the crucial aspects that drive the success of a business. Sharmila reflects on the challenges she faced in her financial journey, emphasizing the need for a solid financial roadmap, a robust emergency fund and the ability to find opportunities in challenges.  Listen in as she shares valuable lessons on resilience, as well as practical insights and guidance for aspiring entrepreneurs. You'll learn from Sharmila's journey as she offers wisdom on overcoming obstacles, embracing failure as part of the process and staying focused on the path to success. “When you’re passionate about something, money follows.” - Sharmila Sriram This Week on Young Money: What a day in the life looks like for Sharmila.The importance of having a good team around you.Why Sharmila is so passionate about positive changes to healthcare.The importance of community and support.How to ensure you’re set up for the future.Why you shouldn't wait to set up a financial safety net. Key takeaways: Surround yourself with positive people.Create a financial roadmap.Build a solid emergency fund.Live for today.Try to find opportunities in challenges.Failure is part of the process.Be resilient.Learn to pivot. Connect with Sharmila Sriram: Spectrum Medical DiagnosticsLinkedInSpectrum LinkedInInstagram Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP309 Small Business Path to Impact with Jascha Jabes, Scotiabank
Oct 17 2023
EP309 Small Business Path to Impact with Jascha Jabes, Scotiabank
Wondering how small business owners are navigating the current economic landscape and what the future holds for them? Tune in to this episode with Jascha Jabes, Vice President of Small Business at Scotiabank, who brings a wealth of experience from various sectors and a deep understanding of the challenges and opportunities facing businesses today. In this episode, Jascha shares some of the key findings from Scotiabank's recent Small Business Report, highlighting the resilience and optimism of business owners despite prevailing headwinds. He sheds light on how businesses are adapting to economic conditions, enhancing their digital capabilities, and leveraging artificial intelligence. We also discuss how business owners can future-proof their ventures and gain insights into building strong partnerships with financial institutions. “There is a need for small business to be nimble and flexible, and that’s a lot harder than we realize.” - Jascha Jabes This Week on Young Money: What a day in Jascha’s life looks like.What business owners are feeling in the current economy.The challenges that small business owners are facing.Opportunities available for business owners.How business owners are adapting to the economic landscape. Key takeaways: Embrace technology.Don’t fear AI.Seek out advice.Resilience is not easy. Connect with Jascha Jabes: LinkedIn Resources Mentioned: Path to Impact 2023: Resilient Small Business Owners optimistic for the future despite headwinds Scotiabank Small Business Banking   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP308 How To Curb Overspending with Iva Poshnjari
Oct 10 2023
EP308 How To Curb Overspending with Iva Poshnjari
Looking for insights on how to curb overspending and make smarter financial decisions? Don't miss this episode featuring Iva Poshnjari, a BNN Bloomberg digital reporter and a voice on CTV’s Things To Know T.O. TV show. With a keen focus on personal finance and a passion for guiding young women away from financial pitfalls, Iva brings a wealth of knowledge and experience to the discussion. In this episode, Iva explores the pressing challenges of overspending, shedding light on some of the trends when it comes to overspending and which generation is most affected by inflation. She also shares her personal journey with finances and debt, highlighting the pivotal role of mindfulness and meditation in reining in spending habits and the tactics she employed to clear her own debt. “When it comes to finances, getting organized is half the battle.” - Iva Poshnjari This Week on Young Money: A day in Iva’s life.The trends in overspending.Advice Iva would give to her younger self.The strategies she used to pay off her credit card.What inspires her when it comes to finances. Key takeaways: Don’t let interest sneak up on you.Unsubscribe from unnecessary emails.Be mindful.Get organized.Automate what you can. Connect with Iva Poshnjari: LinkedInTwitterInstagram Resources Mentioned: Money, A Memoir: Women, Emotions, and Cash by Liz PerleBarbara Corcoran   Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP307 Canadian Investing Habits with David O'Leary
Oct 3 2023
EP307 Canadian Investing Habits with David O'Leary
Curious about making smart investment choices and understanding the current economic climate in Canada? Tune in to this episode with David O’Leary, chartered financial analyst, wealth management expert, and the founder and principal of Kind Wealth. With a wealth of experience behind him and a commitment to independence and transparency, he’ll take you through the intricacies of investing and financial planning. Listen in as David shares his insights on a range of topics, including the impact of inflation on investing among Canadians, changes in risk tolerance, and the links between investing and personal values. We also discuss the difference between financial planning and investment management, practical tips for successful self-directed investing, and how David overcame his own financial challenges. “There’s no bravery without fear.” - David O’Leary This Week on Young Money: What a day in David’s life looks like.The core themes and success factors in David’s career journey so far.The financial challenge David faced and how he overcame it.How the rate of inflation has affected investing among Canadians.What risk tolerance is and how it has changed for Canadians with the rate of inflation.The links between investing and the values that people hold.Success tips for investing (including self-directed investing).The difference between financial planning and financial advising. Key takeaways: Learn from others.Don’t fear fear.Be honest.Educate yourself. Investing is simple but not easy.There is no shame with working with professionals. Connect with David O’Leary: WebsiteKind Wealth LinkedInTwitter Instagram Connect with Wealth Rocket: WebsiteTwitter Instagram LinkedIn Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP306 Empowered Financial Futures with Julie Shipley-Strickland
Sep 26 2023
EP306 Empowered Financial Futures with Julie Shipley-Strickland
Wondering how to navigate the complex world of personal finance and wealth-building? Don't miss this episode featuring Julie Shipley-Strickland, a Senior Wealth Advisor at Wellington-Altus Private Wealth and a trailblazer for women in the financial industry. She joins the show today to share actionable insights from more than a decade of experience in the field. Listen in as Julie delves into the rituals for building wealth that you can start practicing today, as well as her own financial challenges and what she wishes she had known earlier in life. You'll learn real, actionable advice, including some hard truths about the financial challenges that many of us face but rarely discuss. “Chip away at whatever you’re doing and surround yourself with great people.” - Julie Shipley-Strickland This Week on Young Money: What a day in Julie’s life looks like.The key success factors that have helped her.The biggest financial challenge she faced.What she wishes she had known sooner. Actionable rituals for building wealth. Key takeaways: Find balance.Love the journey.Surround yourself with great people. Be curious.Cultivate your mindset. Connect with Julie Shipley-Strickland: Company WebsitePersonal Website LinkedInInstagram  Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP305 Resilience and Reinvention with Leisse Wilcox
Sep 19 2023
EP305 Resilience and Reinvention with Leisse Wilcox
Ever wondered how our emotional relationship with money shapes our financial success? In this episode, we sit down with Leisse Wilcox, a Strategic Business Coach who has dedicated her career to helping women bridge the gap between self-worth and net worth. With a story marked by resilience, Leisse has not only built a thriving business amidst personal challenges, but has also become a beacon of hope for entrepreneurial women worldwide. From navigating cancer and complex personal challenges to building a multiple six-figure business, Leisse's journey is a testament to the power of self-belief and determination. This episode delves deep into discussions that aren't always on the sunny side of money, offering listeners a chance to learn from Leisse's experiences and insights. Don't miss this opportunity to gain a fresh perspective on the emotional intricacies of wealth and self-worth. “You are enough, simply by existing.” - Leisse Wilcox This Week on Young Money: What a day in Leisse’s life looks like.How her origin story shaped her adult relationships.What it means to have a life-centered business.The factors that have made Leisse successful.What defines financial abuse. Key takeaways: You are enough.Create your own abundance.Do the internal work.Learn to trust yourself.Do what is best for you.Name your experience. Connect with Leisse Wilcox: Website Podcast Instagram Resources Mentioned: EP062 What is your Money Mindset? EP063 Money Mindfulness with Jessica Moorhouse EP161 Why an Abundance Mindset and Kindness are Key to Financial Fitness EP182 Love and Money: Escaping Financial Abuse with Samra Zafar EP228 Balance: How To Invest and Spend for Happiness, Health and Wealth with Andrew Hallam EP235 How to Protect Yourself from the Romance Scam  EP246 Love, Money and Divorce with Eva Sachs EP277 Mindfulness & Money with Conscious Economics Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.
EP304 No Regret Decisions with Shannon Lee Simmons
Sep 12 2023
EP304 No Regret Decisions with Shannon Lee Simmons
Curious about making the right choices in challenging times? Shannon Lee Simmons, a seasoned Certified Financial Planner (CFP), bestselling author, and founder of the New School of Finance™, joins us to explore her latest book, No-Regret Decisions. Introducing a universal decision-making framework applicable to most scenarios, Shannon emphasizes that setbacks don't define your decision-making ability—they're opportunities for growth.  Listen in to hear about her three-phase approach: first, avoiding impulsive panic decisions; second, navigating the messy middle phase of decision-making; and finally, adapting to your "next normal" post-decision. You will learn how to craft micro-timelines for clarity and embrace evolving core values. Unlock the secrets of effective decision-making and pave the way for future success! "No matter what decision someone is trying to make in their life, the actual framework to make that decision is the same.” - Shannon Lee Simmons This Week on Young Money: The three phases of big decision-making.How to create micro-timelines and what this entails.The benefit of knowing your core values.How to decide what information actually matters.How to set yourself up for future success. Key takeaways: Don’t be afraid of taking risks.Be okay with things not working out.Create micro-timelines.Focus on the now.Don’t make panic-based decisions.Be mindful of where you get your information. Connect with Shannon Lee Simmons: LinkedInWebsiteTwitterInstagram New School of Finance LinkedInNew School of Finance TwitterNew School of Finance Instagram No-Regret Decisions by Shannon Lee Simmons Resources Mentioned: EP045 Stop Feeling Broke with Shannon Lee Simmons EP066 Living Debt-Free with Shannon Lee Simmons Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don’t forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.