More Money Podcast

Jesse Mecham, founder of You Need A Budget, shares the four-rule method for budgeting and discusses money in relationships. He emphasizes the importance of teaching kids about personal finance and reassures listeners that even experts are still figuring it out.

We talk a lot about how to build wealth on the More Money Podcast, but what happens when you've finally "made it"? In today's new episode with Kristin Keffeler, author of The Myth of the Silver Spoon, we're taking a look at the other side of money and what problems may arise after you've achieved 1% status. Kristin Keffeler, MSM, MAPP is a human capital coach, family dynamics advisor, consultant, and thought leader at the forefront of today's global shift in wealth advising, Wealth 3.0. She's the founder of Illumination360, in which she specializes in human motivation, behavioural change, and family dynamics, and helps guide affluent and enterprising families, rising gen, and the professionals who support them. Her new book, The Myth of the Silver Spoon, unpacks the hidden traps of inherited wealth and real-life challenges facing those born into affluent families. In today's episode, Kristin shares her story of being a part of a wealthy family and how that impacted her identity and career choices. She also shares what the term "rising gen" means and the most common challenges she helps them face. Kristin also shares why affluent parents need to approach parenting differently and the importance of teaching their kids character-building skills.For full episode show notes visit jessicamoorhouse.com/355Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.

This week I have a return guest who last appeared on the show in 2016 (Episode 64)! Jason Vitug is back on the show to give an update on what he’s been up to these past 7 years, including all the details of his new book, Happy Money Happy Life–A Multidimensional Approach to Health, Wealth, and Financial Freedom. Jason is a wellness advocate, bestselling author, entrepreneur, producer, and founder of the financial wellness website Phroogal. His first book, You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life explored how to get your financial life together through budgeting and money mindfulness. This time around Jason is tackling mental health and how it affects all aspects of our life, including money in his new book, Happy Money Happy Life. In this episode, Jason shares the 8 wellness dimensions and how they relate to our mental and financial well-being. He also explains the difference between mental and emotional health and why he is a big advocate for mental health. I’m so happy to talk about such an important topic on the show and it was great to have Jason share the insights he gained from researching for his new book!For full episode show notes visit jessicamoorhouse.com/354Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.

The Canadian financial industry can be overwhelming, there are so many different designations, plus what's the difference between a financial advisor and a financial adviser? To help answer some of these questions about the industry and more, I have a long-time financial planner and industry advocate Jason Pereira on the show today. Jason Pereira is a CFA, CFP (in Canada and U.S.), RFP, TEP, FCSI, CIWM, PFP, and FMA, plus holds two degrees including his MBA. He's the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre. He currently serves as a columnist and advisory board member of the Globe and Mail's Globe Advisor. In this episode, Jason answers so many questions pertaining to the industry, including the difference between fee-only and no-fee advisors, how financial designations work in Canada, and what terrible advice to avoid at all costs. Jason also explains common misconceptions about investing that could help you come tax season and when planning for retirement.For full episode show notes visit jessicamoorhouse.com/353Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.

I haven't done a solo episode in over a year, so I thought the perfect time to do one would be to help kick off a new season of the podcast. In this episode, I wanted to share how my 2023 got off to an odd start and how that led me to reflect on what I want from 2023 in both terms of my life and my business. I’m also answering lots of questions that were asked over on my Instagram and my email list, including some personal ones like how I feel about my money, especially with a recession looming and interest rates continuing to rise. Other questions include, how to use a money windfall and how to talk to your partner about money in your relationship. Even though we’re in February, it is never too late to set some goals and intentions for the new year, especially when your finances are concerned. I hope this episode helps to give you that post-January boost to keep going so that you can have a great year!For full episode show notes visit jessicamoorhouse.com/352Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.

Jen Smith and Jill Sirianni, hosts of The Frugal Friends Podcast, share their debt journeys and discuss the misconceptions around frugality. They explore the role of learned behaviors, FOMO, and social media in overspending, and provide tips for financial freedom.

I can’t believe we’ve come to the end of Season 15 and that 2023 is just around the corner. To help me close out this season is Cindy Zuniga-Sanchez. Cindy is joining me on the show to discuss how her background as a child of immigrants shaped her money journey and sparked her passion for learning and teaching others about personal finance. Cindy Zuniga-Sanchez is an author, speaker, and founder of Zero-Based Budget Coaching LLC. In 2015, after racking up over $200k in student loan and credit card debt from her time at law school, Cindy decided to document her debt payoff journey on social media. This is exemplified in her new book, Overcoming Debt, Achieving Financial Freedom: 8 Pillars to Build Wealth, in which she shares her money story and provides readers with the roadmap she developed and used on her journey toward financial freedom. In this episode, Cindy shares how impactful her upbringing as a child of immigrants was on her financial journey and how it was able to help her avoid lifestyle creep once she started her career. We also discuss why we must define financial freedom for ourselves, instead of following other people’s perceptions of it. I want to say a HUGE thank you to everyone for listening to this season of the show and to those who have continued to support the More Money Podcast for the past 7 years! I wouldn’t be able to continue to make this podcast without you listening every week. I hope you have a wonderful holiday season and cheers to next season and 2023! See you in January!For full episode show notes visit jessicamoorhouse.com/350Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.

Adam Carroll, author and TEDx speaker, discusses topics such as shredding debt, the normalization of debt in society, the dangers of student loans, the importance of financial literacy, building a financial safety net, and the benefits of passive investing.

I’m so excited to have today’s guest on the show because the last time I saw her was at FinCon in 2019! I was a guest on her YouTube channel and since then her career has skyrocketed. Over the last few years, her content has gone viral and she’s busier than ever. Sharon Tseung is joining me on the show to talk about her expansive real estate portfolio, content creation, and passive income. Sharon Tseung is a content creator and real estate investor who teaches people how to make passive income to reach financial freedom through her blog, YouTube channel, TikTok, and Instagram. She worked in marketing for 10 years at Google and other startups before she became a digital nomad for 2 years. She is now focusing on her real estate investing portfolio, which has grown to 33 cash-flowing rental units across the U.S. In this episode, Sharon shares how she got started in real estate investing at the ripe age of 22 and what led her to create content about passive income. It was so fun to have Sharon on the show and talk about all that she’s been up to since we last saw one another in 2019. I hope this episode will give you some inspiration and know that your personal finance journey is always evolving.For full episode show notes visit jessicamoorhouse.com/348Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.

I talk a lot about why learning the basics of financial literacy, like budgeting and managing your money, is an essential part of any personal finance journey. But what happens when you’ve nailed the basics? If you’re looking to level up your finance game and start to grow your money, then listen to today’s episode all about wealth literacy. I’m joined by millionaire mentor and founder of The Black Wealth Summit Cedric Nash who shares his unique perspective on wealth building in an unequal world. Cedric Nash is an entrepreneur and investor who’s passionate about educating and inspiring the African American Community about building wealth for tomorrow and for future generations. He’s also the founder of Oakland Consulting Group Inc., an information technology consulting, software, and staffing firm. His forthcoming books Why Should White Guys Have All the Wealth? How You Can Become a Millionaire Starting from the Bottom and The Millionaire Money Moves Supplemental Investment Guide are set to be released next year and are examples of his teachings about wealth literacy and the obstacles that minorities and people of colour face every day. In this episode, Cedric outlines his personal wealth strategies with practical advice and anecdotes from his own journey. He also shares how real estate investing factors into his wealth equation and what risks are involved in this form of investing.For full episode show notes visit jessicamoorhouse.com/347Follow meInstagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFinancial resourcesMy websiteMy bestselling book Everything but MoneyFree resource libraryBudget spreadsheetWealth Building Blueprint for Canadians course Hosted on Acast. See acast.com/privacy for more information.