More Money Podcast

As we know, I'm a huge advocate for index investing and today on the More Money Podcast I have two guests who are sharing their expertise on the subject including some of the pitfalls of investing in actively managed funds. Anu Ganti and Joseph Nelesen, both Senior Directors of Index Investment Strategy at S&P Dow Jones Indices, are joining me today and I'm telling you, this episode is chock-full of valuable investing info! Anu is a CFA charterholder and holds her MBA in finance and economics from Columbia Business School, as well as her bachelor’s degree in finance and marketing from NYU’s Stern School of Business. She is often sharing her expertise with both print and broadcast media outlets and helps lead the index investment strategy team in providing research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income, and sustainability indices. Prior to joining the team, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed-income research and trading divisions and also worked as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (a subsidiary of Eaton Vance).Joseph holds a Ph.D. from Northwestern University, an MBA from the Kenan Flagler Business School at University of North Carolina, and a Bachelor of Arts with honors from the University of California at San Diego. He also helps lead the index investment strategy team, but prior to working at S&P DJI he headed iShares Institutional Factors Strategy at Blackrock and held roles in exchange-traded product research and development. Joseph also previously worked in mergers and acquisitions and corporate investment banking with Citigroup and Bear, Stearns & Co. In this episode, Joseph and Anu challenge the myth that indexing only yields average investment returns and share how SPIVA measures actively managed funds against their index benchmarks worldwide using the data and insights they've gained over the past 20 years.For full episode show notes visit jessicamoorhouse.com/370Follow 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.

One topic I don’t talk enough about on this podcast is giving back, specifically by donating to charities and making room for those donations in our budgets. That’s why I’m so happy to have Shannon Craig, Chief Marketing Officer at CanadaHelps, on the show today to talk about how easy, fun, and fulfilling giving back to our communities can actually be. Shannon is a seasoned marketer with nearly 25 years of experience. In her current role as Chief Marketing Officer at CanadaHelps, she recently lead the launch of UniteforChange.com, a site targeted towards younger Canadians where they can donate to Cause Funds, a new and innovative way to give where a single donation supports a group of registered charities working towards the same cause. In this episode, Shannon shares what obstacles Canadian charities are currently facing post-pandemic and how we as individuals can help going forward. Shannon also shares how Unite for Change is changing the way we donate and the many benefits donating to Canadian charities offers to improve our environment and society now and into the future.For full episode show notes visit jessicamoorhouse.com/369Follow 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.

Life is full of making tough decisions but that doesn’t mean they’re any easier to make. That’s why I’m so happy to have a return guest on the show to talk about her new book, No-Regret Decisions: Making Good Choices During Difficult Times. Shannon Lee Simmons is back on the show to share how we can all tackle life’s big decisions without regret.  Shannon is an award-winning Certified Financial Planner, speaker, Chartered Investment Manager, author, and founder of the New School of Finance. No-Regret Decisions: Making Good Choices During Difficult Times is her third book after, Worry-Free Money and Living Debt-Free. In this episode, Shannon shares the missing piece when making tough decisions and why we must stop focusing on the outcomes when making no-regret-based decisions. Shannon also shares her go-to strategies found in her new book that outline how to make decisions that are right for you and your life.For full episode show notes visit jessicamoorhouse.com/368Follow 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.

If we all have more access to financial information and advice than ever before, you'd think we'd all be making better financial decisions for ourselves. So why is it that so many of us still struggle with making the right choices and self-sabotaging our financial futures? That's what my guest Paco de Leon and I will be discussing on the More Money Podcast today, plus more from her book Finance for the People: Getting a Grip on Your Finances. Paco is an author, illustrator, and host of the podcast Weird Finance. She also founded The Hell Yeah Group, a financial firm dedicated to inspiring creatives to engage with their personal and business finances, and Hell Yeah Bookkeeping, a bookkeeping agency for creative businesses. In this episode, Paco shares why she actually never wanted to write a book and what changed her mind (and I'm so glad she did). She also shares why scarcity and consumerism go hand in hand and how our history with debt started well before the introduction of money. We cover so many topics and I can't wait for you to listen!For full episode show notes visit jessicamoorhouse.com/367Follow 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'm so excited to have one of my favourite people on the Internet and in the personal finance space join me on the show today. Berna Anat, a.k.a. financial hype woman and founder of Hey Berna is on the show to talk about her debut money book, Money Out Loud, that just hit shelves! Berna is a proud Filipina-American daughter of immigrants and an award-winning producer, speaker, podcast host, and now author! Berna was named The Plutus Awards’ Most Entertaining Financial Creator two years in a row and was named one of ABS-CBN's Global Pinoy Idols. In this episode, Berna shares how her new book came to be, including her roots as a first-gen Filipina-American and how that impacted her personal finance journey. Berna shares how she approached writing this book and with particular emphasis on lending her own unique voice to topics like budgeting, bank accounts, debt and so much more.For full episode show notes visit jessicamoorhouse.com/366Follow 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.

How much more money do you need to make in order to feel satisfied with your life? That is the big question we’re tackling in today’s episode with Dawn Dahlby, Certified Financial Planner®, behavioural financial advisor, and author of Live WELLthy: Own Your Worth, Grow Your Wealth! Dawn serves as the founder and president of Relevé Financial Group and has over 20 years of experience providing financial advice, which is why she brings so much experience and real-life stories to the table when discussing how we can stop getting in the way of ourselves and our future financial growth. In this episode, Dawn also shares why she feels self-limiting beliefs are the big reason we attach emotions like fear and guilt to our money and why she hopes that her book will inspire others to take action and start building a meaningful and abundant life. I know I felt lighter after our conversation together, so I hope you also feel reenergized too as we enter the spring season!For full episode show notes visit jessicamoorhouse.com/365Follow 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.

If you’re in need of a motivational boost or a reminder that life doesn’t start after you reach your goals, then you'll love today’s episode! I’m so excited to have Scarlett Cochran, founder of One Big Happy Life and new author, join me on the show today to talk about how she changed her money story and the details of her book It's Not About the Money. Scarlett Cochran is an attorney, financial expert, and entrepreneur. In her career as a lawyer, she worked on behalf of everyday Americans at government agencies, including the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, and the US Department of Housing and Urban Development. She now spends her time working on One Big Happy Life, a one-stop shop to turn your money and life around with her partner, Joseph. In this episode, Scarlett shares the struggles she faced as a young single mom, what led her to become a lawyer, and now a finance expert working to help change people’s lives and finances. She also shares the inspiration behind her new book, It's Not About the Money, her opinions on the FIRE community, and why she believes that life doesn’t start after you reach certain milestones.For full episode show notes visit jessicamoorhouse.com/364Follow 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 always jump at the chance to interview an expert in DIY investing for the podcast and this week I have someone who's been working in the investment industry for decades! Peter McMurtry is an author and financial writer, whose recent book Own Your Financial Future: Take Charge of Your Investments is sure to pique your interest if you're wanting to take a more self-directed approach to your investment portfolios. Peter McMurtry has been involved in the investment industry for over 30 years and his experience includes almost every aspect of the industry. He's currently a financial writer and has a Chartered Financial Analyst designation (CFA®). He's also previously been a portfolio manager and has been involved in financial planning and sales. In his new book, Own Your Financial Future, he guides budding investors to manage their own investments without the use of an advisor. Peter also shares how his newsletter, The McMurtry Investment Report, helps to empower his readers to make their own investment decisions, on top of what to know about fees, how to pick and research stocks, and how to have a balanced portfolio.For full episode show notes visit jessicamoorhouse.com/363Follow 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.

Something I firmly believe is that personal finance is for everyone. I think that anyone can start their personal finance journey at any point in their life (it's never too late!) and getting to grips with your money doesn’t have to be difficult. My guest today believes the same and that’s why she recently wrote a book about it. You might recognize today’s guest from Episode 291 of the podcast but now almost two years later, Allison Baggerly is back on the show to talk all about her new book, Money Made Easy! Allison Baggerly is an author, podcaster, money coach, and founder of Inspired Budget. As a former teacher, Allison blends her talents for teaching with her passion for personal finances to help others learn how to start budgeting and build a life they love. In this episode, Allison shares what inspired her new book and why she’s passionate about getting rid of the shame attached to getting better with your money. She also shares her top tips for getting your partner on board with your personal finance journey and why getting to the heart of what you want out of life is the key to a budget that will work best for you.For full episode show notes visit jessicamoorhouse.com/362Follow 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.

What’s the difference between a financial advisor and a financial planner? How do you know if you can trust the person selling you life insurance? My guest this week is answering these questions and so much more! Joining me today is Huston Loke, the Executive Vice President of Market Conduct at the Financial Services Regulatory Authority of Ontario (FSRA). Huston Loke, along with FSRA, aims to help protect consumers getting a mortgage, buying life insurance, and working with financial professionals. The Financial Services Regulatory Authority of Ontario (FSRA) was launched in 2019 but has already made significant progress in helping protect consumers seeking financial advice and services. Huston has previously served as a committee member of the Financial Stability Board and an advisor to the CEO of the Canada Mortgage and Housing Corporation (CMHC), and as the Director of Corporate Finance at the Ontario Securities Commission (OSC). In this episode, Huston shares what exactly FSRA is doing to help protect consumers in Ontario and the red flags to look out for when seeking financial services. Additionally, he also explains the difference in financial titles and services that tend to confuse most consumers.For full episode show notes visit jessicamoorhouse.com/361Follow 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.