Mo' Money Podcast | Personal Finance With Jessica Moorhouse

It’s not easy immigrating to a new country and trying to navigate a new workplace with different shorthand, customs, and rules… especially when that workplace isn’t set up so all employees feel seen, heard, and safe no matter their background. This was Ayo Owodunni’s initial experience when he immigrated to Canada from Nigeria back in 2016, before he became a City Counsellor for Kitchener Ontario and a management consultant for large-scale organizations such as Spotify, Canada Life, Microsoft, Thomson Reuters, CIBC, TMX Group and Hydro One. Seeing as over the past 5 years, Canada has welcomed over 1.5 million immigrants, with 6 out of 10 being economic migrants with years of professional experience and education, Ayo realized fairly quickly in his work that big change needed to happen on the institutional level. This is what inspired him to write his new book, , to help companies develop a more inclusive culture and take advantage of the extensive skill sets that newcomers to Canada bring to the table as empl

Have we lost sight of what's really important in life and are we too focused on hustling our way to riches? For many of us, the answer is yes, and thanks to Manisha Thakor and her new book , we can start learning how to get back to a place of zen. I'm so excited to have Manisha on the show because her book is honestly right up my alley (as you may have noticed with some of the themes of the podcast lately). In this episode, she helps break down some of the personal, cultural, and societal forces that exist that have led many of us to falsely believe we can never have or be enough, and what steps we can take to embrace pure joy and have a healthier relationship with money. Manisha has worked in the financial services industry for more than 30 years, with an emphasis on women's economic empowerment and financial well-being. In addition to MoneyZen, she has also co-authored two other personal finance books: and . Although she's a CFA, CFP and has her MBA from Harvard Business School, Manisha's work now focuses o

Why is it that often what's in the way of us achieving our financial goals and attaining wealth is ourselves? That's what I'm discussing with Peter Atwater, economics professor and author of , on the show today. After decades of working in financial services, when he turned 45 he abruptly quit his job (partially because his son reminded him he was halfway to 90) and changed course to study confidence and the impact it has on individual and group decision-making. Now, he's out with a book all about it in addition to teaching the topic at William & Mary University as well as the honors program at the University of Delaware. As we've discussed on the show before, money is simple but the hard part is controlling how it makes us feel. Luckily Peter offers some great insight into how to own those feelings so we can do a better job of reigning them in when we need to and make better financial decisions for the long-term. For full episode show notes visit: https://jessicamoorhouse.com/376 Learn more about your ad cho

We hear the word “sustainability” a lot more now than we used to, but what can people like you and me actually do to make an impact? What role can we play to ensure we’re putting less waste in landfills and are being more thoughtful consumers? To answer these questions and more, I have Eleanor Tucker, author of , on the show. In this episode, she not only shares her personal journey of becoming more sustainable and trying out new apps and programs within the sharing economy with her family, but she also provides actionable tips for people in the US, UK and Canada so we can all start right doing something right after listening to this episode! I’ve gotta say, after talking with Eleanor, I found myself having a lot more hope for our future and our planet. Although bigger change needs to happen at the top (e.g. corporate and government levels), that doesn’t mean we can’t do what we can to save this planet we love as well as reconnect with one another in our neighbourhoods, cities, and global communities. For ful

Welcome back to the More Money Podcast and the premiere of Season 17 of the show! To kick things off, I've got New York Times best-selling author, podcast host, actor and filmmaker Gabe Dunn on the podcast, who you may already be familiar with from their popular book and podcast Bad with Money. In this episode, Gabe shares their personal finance journey from navigating private school as a lower-income kid, to studying at an elite college accruing mountains of student debt, to working an unpaid internship that got them further into debt to afford food and rent, to eventually becoming one of the most honest and vulnerable voices in the personal finance space today. Not only does Gabe openly share the mistakes they've made and lessons they've learned along the way (so you don't have to repeat them), but they also share the raw truth about managing money with bipolar disorder and the real costs of transitioning especially in the midst of losing health insurance due to the WGA strikes. For full episode show notes

I can't believe this is the last episode of Season 16! It's been an amazing season and I'm so happy to close it out with a great episode for all my summer travelers wanting to know how they can save money on converting their currency abroad. Or even if you aren't traveling this summer, if you aspire to be a digital nomad or frequently receive/send money to family or friends internationally, then you'll want to listen up. Brigit Carroll who joins me for this episode is the Policy Lead, North America at Wise, and she's sharing how Wise is changing the game for how we can send, receive and exchange money internationally and effectively normalize borderless banking. Brigit advocates for Wise’s mission of instant, convenient, transparent, and eventually free cross-border payments vis-a-vis policymakers in the U.S., Canada, and beyond. Based in Washington, D.C., Brigit joined Wise’s policy team in Brussels in 2019, focused on EU policy. Prior to joining Wise, Brigit gained 5+ years’ experience in public affairs and

It's the penultimate episode of Season 16 and today I'm joined by a millennial making waves with her personal finance content on Instagram and Tiktok — Melissa Jean-Baptiste aka Millenial in Debt. Melissa is a former high school teacher turned financial educator and career coach who helps millennials and Gen Z build generational wealth and gain financial freedom in a shame-free digital environment. She's also a new author recently releasing her first book, So This Is Why I'm Broke, and I couldn't wait to chat with her all about it in today's episode. In this episode, Melissa shares her debt journey and why she thinks it's important to add yourself into your budget, in other words, don't forget to have fun and live a little! She also shares what she'd do differently looking back at her twenties and what the reality of going viral online was like (FYI, it's not all fire and high-five emojis). This episode is for all the people who think they're running out of time because they've hit their 30s. As someone who r

Can you believe we're a week away from the finale of this season of the More Money Podcast? Helping me draw this season to a close is returning guest Erin Lowry, author of the widely popular Broke Millenial series. With her latest instalment in the series just hitting bookshelves, she's joining me on the show today to talk about her new workbook, Broke Millennial Workbook: Take Control and Get Your Financial Life Together and you better believe I'm giving away some copies to some lucky listeners! Previous to this workbook, Erin has authored Broke Millennial, Broke Millennial Takes On Investing, and Broke Millennial Talks Money. She's been featured in The New York Times, Wall Street Journal, and on CBS Sunday Morning, CNBC, and The Rachael Ray Show. She has also written for The New York Times and USA Today, and currently contributes to Bloomberg Opinion. In this episode, Erin shares how this workbook challenges you to take action with your finances by crunching your numbers, looking at the big picture, and fig

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 rotati

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 of

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: https://jessicamoorhouse.com/368 Learn more about your ad choices.

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 an

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: https://jessicamoorhouse.com/366 Learn more about your ad choices. Visit megaphone.fm/adchoices

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: https://jessica

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 b

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 deci

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 j

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 co

You might remember that a few months ago I was invited to join a YouTube accelerator program and through that, I was lucky enough to meet other Toronto-based creators. One of those creators I really enjoyed getting to know and so now she's on the show! Bisola Tijani aka WhizQueen is a YouTube and Instagram content creator whose content focuses on personal finance, being new to Canada, lifestyle and so much more! Bisola is originally from Nigeria, but in 2019 applied and was accepted to become a permanent resident in Canada. She’s a business analyst by day, but her passions include personal finance and sharing her journey of making a new life for herself in Toronto. In this episode, Bisola shares what it was like coming to Canada without any support system and how she managed to find a job, housing, and friends in a new country. We also talk about what it was like starting her financial life including opening a bank account, getting her first credit card, and building up a credit score. I’m so happy to have Bi

This week on the More Money Podcast, Clarissa Moore from Clarissa Explains Money joins me on the show to talk about debt, credit scores, and the importance of mental health. Clarissa is such an inspiration in the personal finance space and a great example that personal finance is for everyone and anyone can learn how to get better with their money. Clarissa is a money coach and money expert. After paying off over $38K in credit card debt in 16 months and increasing her credit score, she founded Clarissa Explains Money, LLC to help narrow the gender gap in financial literacy. Clarissa’s mission is to help women make, manage, and multiply their money so they can live their best life without going broke. In this episode, Clarissa shares the challenges she faced as a single mom of two and climbing her way out of credit card debt. She also shares the importance of talking about money and how it affects our mental health. It was such a pleasure to chat with Clarissa I know you'll love listening to this episode.