Episodes
Thursday Feb 28, 2019
71 - Tom Drake
Thursday Feb 28, 2019
Thursday Feb 28, 2019
Tom Drake is known as the godfather of Canadian personal finance bloggers.
In fact, Tom just hit his 10-year blogging anniversary this month, February 2019.
Originally Canadian Finance Blog, Tom rebranded to Maple Money and now even has a podcast called the Maple Money Show (I was on as a guest in November 2018).
Tom has created thousands of personal finance posts over the years and he did it all while working a full-time job during the week, at a company that he started with 18 years ago and still works at today.
If you’ve listened to the show, you’ve heard me talk about FinCon, North America’s largest personal finance conference. I did Episode 51 live from FinCon 2018 in Orlando. Well, Tom has been to every single FinCon since 2011, and I’m sure I will see him again this year in Washington, D.C.
Tom joined me from Calgary, Alberta to tell his personal finance story.
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Thursday Feb 21, 2019
70 - Michelle Hung
Thursday Feb 21, 2019
Thursday Feb 21, 2019
Michelle Hung is on a mission to empower women to take control of their finances by providing them the education and support in order to gain the confidence they need to make their own investment decisions.
Michelle has a degree in math, is a Chartered Financial Analyst and worked on Bay Street as an investment banker for 7 years. But instead of keeping all of this financial knowledge to herself and continuing to make buckets of money in IB, as she calls it, Michelle decided to focus on helping others.
Michelle wrote a fantastic investment workbook called The Sassy Investor which was just released in early 2019 . As you’ll hear in the interview, I’m a huge fan of this book. It’s colourful and fun, and you can even colour in it. But it also breaks down personal finance and investing so it’s easy to understand.
As she states on page 6 of the book, Michelle wrote The Sassy Investor to create an inviting and comforting environment for women when dealing with finances.
I like this book so much, Michelle agreed to give me 3 copies to give away to my listeners. To enter the giveaway head to beauhumphreys.com/giveaway before March 31st, 2019. And if you’re listening to this after the giveaway has closed, you can get a copy of the book for yourself at thesassyinvestor.ca.
Michelle joined me in the studio in Hamilton to share her personal finance story.
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Thursday Feb 14, 2019
69 - Jason Butler
Thursday Feb 14, 2019
Thursday Feb 14, 2019
Jason Butler wants you to know that you can still have fun and live your life while you are in debt.
Jason graduated from Savannah State University in 2008 with around $25,000 in debt, but due to a variety of factors, which we discuss in the interview, his debt increased to over $72,000 by 2015.
His most recent debt report from the end of December 2018 has his total debt down to just over $66,000.
In 2013 Jason started The Butler Journal, and starting blogging about his debt repayment and side hustles to help him become more accountable with his finances.
He decided he wouldn’t let this huge debt control his life. He would try his best to pay it down over time, but since he knew that would take a while, he made a point to try to enjoy his life as well.
In 2019 The Butler Journal rebranded as My Money Chronicles, and Jason is working on some great things for 2019 at mymoneychronicles.com.
Jason has had a few setbacks over the years, but what I admire about him is that he keeps trying different side hustles, writing about them and helping others find ways to pay down their debts and make extra money with their own side hustles.
Jason is not alone with his large student debt. As of 2018, the total student debt amount in the US was $1.5 Trillion.
Jason joined me from Atlanta, Georgia to tell his personal finance story
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Thursday Feb 07, 2019
68 - Rubina Ahmed-Haq
Thursday Feb 07, 2019
Thursday Feb 07, 2019
Rubina Ahmed-Haq wants you to know that personal finance can be exciting!
Rubina is a personal finance expert and has been a broadcast journalist for 20 years..
Rubina’s experience in broadcasting means that she has this ability to take dry financial topics and make them interesting.
20 years in broadcast journalism also means that Rubina has some very interesting stories, some of which you will hear in this interview.
Rubina did an excellent job as host of the Canadian Personal Finance Conference this past November and I’m excited to be helping her launch her new podcast called Dear Rubi. Head to dearrubi.com for details on how you can be part of the podcast.
Rubina joined me in the studio in Hamilton to share her personal finance story.
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Thursday Jan 31, 2019
67 - Nico Barawid
Thursday Jan 31, 2019
Thursday Jan 31, 2019
Nico Barawid wants you to know that personal finance is very different for immigrants.
And it’s even harder if you’re an immigrant who is also a woman or person of colour, like Nico’s Mom.
Nico came to the US from the Philippines with his parents when he was very young.
Despite the fact that they were both medical residents and eventually doctors in the US, Nico’s parents faced a lot of financial discrimination because of their lack of credit history.
And the worst part about this is that it isn’t that they lack credit history entirely, it’s that they didn’t have credit history in the US. They had student loans and credit cards in the Philippines before they left.
So why wouldn’t that credit history count in the US? Good question. It’s because the credit evaluation process is broken. For as long as financial institutions have been around, no one has ever thought to connect the global credit reporting systems in a meaningful way. And all of the local systems are different so good credit in the Philippines means nothing to US banks.
So when the 3 founders of a new company called Nova Credit were looking for their first employee, Nico jumped at the opportunity to help fix this broken system.
Nico is now working with banks and credit bureaus around the world, connecting them one at a time so that one day, immigrants with good credit will be able to bring that credit to the US and Canada, and not have to go through what Nico’s parents went through.
I’m very happy that Nico is doing this and that he joined me from the San Francisco Bay Area to tell his family’s personal finance story.
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Thursday Jan 24, 2019
66 - Jackie Lam
Thursday Jan 24, 2019
Thursday Jan 24, 2019
Jackie Lam wants you to be proud of being frugal.
Frugal doesn’t mean cheap.
There was a time when Jackie needed to be frugal because she had no choice.
But today, for her and many others, being frugal is really about making sure that her spending behaviour aligns with her values.
It’s about making money decisions that help you live your best life.
But for many years, Jackie was shamed for her frugality. Whether it is actually a symptom of living in poverty or a value choice, many people still judge frugality and praise free spending.
So imagine the validation when Jackie gets to college and meets other frugal minded individuals like her. Finding frugal friends that celebrated their frugality inspired Jackie to create a blog in 2009 called Cheapsters, which morphed into HeyFreelancer.com, her site about keeping your money in check so you can do what you love.
Jackie joined me from Los Angeles to share her personal finance story.
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Thursday Jan 17, 2019
65 - Damion Lupo
Thursday Jan 17, 2019
Thursday Jan 17, 2019
Damion Lupo wants you to ask yourself: How can I serve and contribute to others in a deep and meaningful way?
If you’re just chasing dollars without meaning, you could end up rich if you’re lucky, but even if you are one of the lucky ones who makes millions, there’s a good chance you’re going to be miserable.
Damion’s been there. He made millions and then lost it all. And he wasn’t able to get back on track until he found meaning and truth and focused on that instead of just making money.
After going through this experience he and a friend wrote a book called Reinvented Life. Reinvented Life is a process and methodology for stepping into the life you are supposed to be living versus the one you are living today.
Personally, I think we should make it a habit of stepping back from our lives and asking: is what I’m doing adding value to the world? Is what I’m doing fulfilling? Am I making a difference in any way other than lining my pockets?
The most important thing to me is that you’re living the life that you want and that you chose, rather than just following a path or a checklist made up by someone who has no idea what is best for you.
Damion shifted from helping himself get richer to helping others have the life they always wanted. Here is his personal finance story.
(To get the free Reinvented Life workbook head to: http://reinvention.net/)
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Friday Jan 11, 2019
64 - Melissa Leong
Friday Jan 11, 2019
Friday Jan 11, 2019
Melissa Leong wants you to spend smart, save right and enjoy life.
Those are the words on the cover of her new book Happy Go Money, which was just released this week!
Melissa is a personal finance writer, on-air personality, speaker and bestselling author.
You might be thinking, Beau, you can’t say bestselling author if Melissa’s first book just came out.
Well we didn’t talk about this in the interview but Melissa is already a bestselling author. Her self-published paranormal adventure novels, What Kills Me and I Am Forever, written under the pen name Wynne Channing, have sold almost 70,000 copies and soared to #1 on a number of bestseller lists on Amazon.
Melissa is funny and mindful and really just wants to help you manage your money while maximizing your happiness.
Melissa invited me to her home where I got to meet her family, have some snacks and talk about her personal finance story.
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Friday Dec 21, 2018
63 - Cal MacWilliam
Friday Dec 21, 2018
Friday Dec 21, 2018
Cal MacWilliam helps developing countries get money when they need it most.
Cal is a senior economist at the World Bank, a global organization that helps to reduce poverty and build shared prosperity in developing countries.
Cal will meet with the government officials of these countries, who have already reached out to the World Bank for loans or grants, and provide them with the funding they need.
OK it's not that easy.
The government officials might need to make a few changes, before they qualify for the loans or grants. These are usually changes that will improve their country in some way. Positive changes.
Sounds like it should be an easy decision, right? Implement policy change that is meant to improve the lives of your citizens and you get money from the world Bank.
Money you asked for. Money that you said you really needed. And If it's a grant, you don't even have to pay that back.
But often Cal will visit these countries after speaking with their government officials and find they haven't made the changes necessary to qualify for the money.
Despite these frustrations, Cal continues to dedicate his career to helping others, as he has since he started at the Canadian International Development Agency or CIDA in the 1980s.
Cal now lives near Washington DC and I was very happy that he agreed to sit with me, when I was visiting earlier this year, to talk about his personal finance story.
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Friday Dec 14, 2018
62 - Zena Amundsen
Friday Dec 14, 2018
Friday Dec 14, 2018
Zena Amundsen wants you to know that money is emotional.
One of the emotions often associated with money is fear.
That’s what Zena felt when she separated from her husband for 2 years, with 2 small children and absolutely no knowledge of her personal finances.
It was during that time that she decided to stop worrying about money and start learning about it instead.
Today she is a Certified Financial Planner, Certified Divorce Financial Analyst and a Certified Cash Flow Specialist.
She’s got the financial knowledge but that’s only part of it. Personal finance isn’t just about graphs and rates of return.
Money is emotional but we don’t talk about it that way. Realizing the current financial education system is lacking, Zena decided to write a book called “The Heart of Your Money” specifically to empower Canadian women to build a healthy relationship with money.
Zena joined me from Regina, Saskatchewan to tell her personal finance story.
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Saturday Dec 08, 2018
61 - Mr. Prairie FIRE
Saturday Dec 08, 2018
Saturday Dec 08, 2018
Mr. Prairie FIRE wants you to discover something about yourself by knowing your finances.
Mr. Prairie FIRE, let’s call him Fred, is an anonymous Financial Independence Retire Early (FIRE) blogger in the prairies of Western Canada at prairiefirecanada.com.
Fred calls his discovery of the FIRE movement his financial enlightenment.
After surviving 3 large financial crises in a very short time period, he was determined to take control of his finances.
Specifically Fred was drawn to the FIRE movement and the freedom that financial independence promises.
Fred joined me from somewhere in Saskatchewan to tell his personal finance story.
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Saturday Dec 01, 2018
60 - Elizabeth Naumovski
Saturday Dec 01, 2018
Saturday Dec 01, 2018
Elizabeth Naumovski is the host of a new television show called Finance is Personal.
On the show she talks with women who are experts in personal finance, while educating viewers about financial literacy.
Elizabeth decided to make women the focus of her show because she believes we need to change what is referred to as the women's money mindset. Many women are not interested in spending any time on their personal finances and this can be detrimental if there is a need to manage money issues on their own.
There aren't that many women on finance shows and definitely not many Canadians on TV at all talking about the financial issues that specifically affect women.
Having a broadcast and finance background, Elizabeth is very well suited to promote financial literacy to Canadians.
I met with Elizabeth at her office in downtown Toronto to hear her personal finance story.
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Friday Nov 23, 2018
59 - Glen James
Friday Nov 23, 2018
Friday Nov 23, 2018
Glen James wants you to know that money doesn’t really matter.
Glen has a very successful financial planning business in Australia and hosts Australia’s top podcast for millennials, called my millenial money.
Glen believes that if you follow your passion, focus on helping others, start your own business and automate everything that you can, then the money will come.
But it doesn’t come overnight. Glen is in his early thirties, but he started in business almost two decades ago, and by the age of 25 had more real life business experience than most people in their 40s. Glen didn’t come from money, and worked hard to get to where he is today.
When the money does come, the thing to do isn’t always extreme frugality and aggressive saving. You have to take care of future you and your fixed expenses, but once you’re covered there, you should have permission to spend the rest and enjoy your life.
Glen wants you to know that the pursuit of money alone won’t bring you happiness. Money gives you options but it should not be the goal.
I didn’t get to connect with Glen during my visit to Australia in July but we were able to meet up later in Orlando during FinCon 2018, where he shared his personal finance story.
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Sunday Nov 18, 2018
58 - Liz Enriquez
Sunday Nov 18, 2018
Sunday Nov 18, 2018
Liz Enriquez wants you to grow and learn and ask questions about money.
By age 21, Liz had travelled to over 20 countries and paid for them out of pocket...
By age 22, she paid off her university tuition…
By age 24, she saved over $50,000 and bought a house...
By age 26, her net worth grew to 6 figures...
And this year, at 27, she quit her government job after making $10,000 in one month through her various income streams.
Liz worked hard, kept her costs down and saved a lot to accomplish all of this by 27.. No handouts. No help from her parents. No inheritance.
She realized while going through these financial milestones that there weren’t many resources available millennials like her. And the resources that did exist were scattered and difficult to understand for someone who isn’t a financial expert.
So Liz created ambitiousadulting.com to help Canadian Millennials understand personal finances so they can save more, earn more and reduce stress about money.
Liz joined me in the studio in Hamilton to tell her personal finance story.
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Friday Nov 09, 2018
57 - Arian Beyzaei
Friday Nov 09, 2018
Friday Nov 09, 2018
At 22, Arian Beyzaei is Vice President of Operations at Enriched Academy and has investments of over $100,000.
At 16 he read Rich Dad, Poor Dad by Robert Kiyosaki and told his parents he wasn’t going to college or university.
They were not happy with his decision.
That year he saw Enriched Academy on Dragon’s Den and decided he wanted to join their mission to help Canadians learn, understand and control their money.
Though he was young, the founders of Enriched Academy were impressed by Arian’s passion for personal finance and his willingness to learn and let him join the company as an intern at 17.
He was hired on full time after 8 months and since then he has presented to tens of thousands of Canadians and has been the keynote speaker for hundreds of different corporations.
Arian joined me in the studio to tell us his personal finance story.
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Friday Nov 02, 2018
56 - Danielle Alexandria
Friday Nov 02, 2018
Friday Nov 02, 2018
Danielle Alexandria wants to help you create true wealth and freedom for the rest of your life.
She believes that creating wealth isn’t just about investing in funds and letting them grow for 40 years. A more holistic approach is needed.
As a financial empowerment coach Danielle will help you overcome your limiting beliefs about money, heal your emotional wounds and help you develop the mindset of the wealthy.
Your thoughts about money might be holding you back. You might think that you can never be wealthy or that attaining financial freedom is not possible.
Well, guess what, if you keep thinking these thoughts, there’s a pretty good chance they are going to come true!
Psychology plays a huge role in finances and Danielle is here to help you break down whatever barriers are between you and financial success.
Danielle joined me in Dufferin Grove Park in Toronto to tell her personal finance story.
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Friday Oct 26, 2018
55 - Robert Gignac
Friday Oct 26, 2018
Friday Oct 26, 2018
Robert Gignac wants you to know that you are capable of creating the financial future you desire.
But you can’t create a financial future if you don’t know anything about your financial present.
17 years ago, Robert lost his job in IT and realized he was actually doing ok financially. Sure, the money he had accumulated wouldn’t last forever, but as long as he generated some income to fill in the gaps along the way, he would be fine.
Robert only knew this because he had a financial plan in place.
If you are laid off and don’t have a financial plan, the only thing you can do is wonder if you’re going to be ok. You might get stressed out looking for a new job and panic if you don’t find one right away.
With a long-term financial plan, you don’t have to wonder. You’ll know if you’re ok or not.
But this personal finance stuff is really dull so Robert decided to write a book called Rich Is a State of Mind, to try to convince Canadians that taking control of your money is easier than they might think.
A highly sought-after speaker, Robert delivers dynamic keynote speeches and interactive workshop programs to International organizations, financial industry conferences and private clients.
He also has a podcast called Money, Motivation and More and a TV show called We Talk Money.
Robert joined me in the studio to tell his personal finance story.
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Friday Oct 19, 2018
54 - Rona Birenbaum
Friday Oct 19, 2018
Friday Oct 19, 2018
Rona Birenbaum wants you to be financially successful.
Rona started out in the financial services industry at a time when sales commissions were huge and the focus was on making money for yourself, and not necessarily your clients.
Rona decided that this was all wrong and in the year 2000 she founded Caring For Clients, Toronto’s best financial planning firm.
At Caring for Clients, Rona and her team do something called Integrative Financial Planning. Sometimes referred to as holistic planning, it means looking at your whole financial picture. I believe this testimonial from caringforclients.com says it best
"Rona and the team at Caring for Clients helped us put together a plan that is far beyond financial advice. Their unique holistic approach had us explore all aspects of our life to ensure that we had all the necessary support in place for our future."
Over the years, Rona realized that paying for a full financial plan from Caring for Clients wasn’t always in the financial best interest of prospective clients. So with the help of new technology, she recently created ViviPlan.com, where you can still get a great financial plan, but for a fraction of the price of a full-blown Caring for Clients plan.
I visited Rona at her office in downtown Toronto where she shared her personal finance story.
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Thursday Oct 11, 2018
53 - Darlene Patgunarajah
Thursday Oct 11, 2018
Thursday Oct 11, 2018
Darlene Patgunarajah never fit in with the status quo. Darlene is a pioneer.
She started out as a registered nurse, and is currently working at an agency for financial advisors. This is not a very common career path.
Darlene is an excellent example of someone who built her own career path by creating new roles and systems that fit her skills and interests.
Just because you started somewhere doesn’t mean you have to end up there.
Just because a role doesn’t exist, doesn’t mean you can’t make a case for its existence.
It’s ok to reinvent yourself and even take a pay cut rather than stay somewhere that you don’t belong.
It is only by trying different things and making changes that you are able to find your true calling.
Darlene joined me in Toronto in Trinity Bellwoods park to tell the story of her non-traditional career path and how she managed her personal finances along the way.
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Friday Oct 05, 2018
52 - David Jenkins
Friday Oct 05, 2018
Friday Oct 05, 2018
David Jenkins wants to help you learn about investing. But he doesn’t want any compensation.
David wants you to pay it forward. If you learn something from his website, he wants you to make a donation to charity instead. David’s charity of choice is the Sanfilippo Children’s Research Foundation which was created to help find a cure for Sanfilippo Syndrome, a degenerative and terminal genetic disorder that affects children.
To try to simplify the complex world of investing, David created a website called theansweris.ca. It’s a financial education website that provides step-by-step instructions for a Model Long-Term Investment Portfolio containing six low-cost ETFs that are well-diversified both geographically, and more importantly, by economic sector.
But David doesn’t want you to just jump right in - he wants to make sure you understand the service he’s providing - and therefore he made it so that you have to complete a 6 question quiz before you proceed.
Especially if you are new to investing, it can be dangerous to follow David’s 100% equity model ETF portfolio if you don’t fully understand that he wants you to buy and hold for at least 10 years.
It’s also important to understand that the information that he provides is purely educational and is just one option for investing your money. David is a self-taught investor and is simply using this website to convey what he’s learned to whoever wants to listen.
Similar to what I would do as a personal finance coach, David is simply interested in providing you with information to help you make the right decisions for you. Please be sure to read all the disclaimers on theansweris.ca when you check it out.
David joined me in the studio earlier this year to share his personal finance story.
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Thursday Sep 27, 2018
51 - Live from FinCon 2018
Thursday Sep 27, 2018
Thursday Sep 27, 2018
After driving for 20 hours to Orlando, Florida from Hamilton, Ontario, I decided that my 51st episode of the show would be a live solo episode from the podcast studio at FinCon 2018.
What am I talking about for 25 minutes?
Podcasts, of course!
I listened to 18 hours of podcasts during my drive. The last 2 hours I had a live person in the car, Sarah Li-Cain, from the website High Fiving Dollars and the podcast Beyond The Dollar, so I turned the podcasts off and we had a conversation instead!
Many of the episodes I listened to were more than an hour long so I didn’t listen to as many as you might be thinking. In today’s live, unedited, solo episode, I talk a bit about FinCon but mostly about the 7 podcasts I listened to during my 2.5 day road trip. Here they are, in no particular order:
Stacking Benjamins
Afford Anything
Beyond The Dollar
The Money and Media Podcast
Mo’ Money Podcast
The Fairer Cents
The Money Millhouse
You should check out all of these podcasts, but also all of the podcasts nominated for Plutus Awards this year. You can find the list here.
If you need to pick one, I 100% recommend The Fairer Cents. Tanja and Kara are talking about things we should all be talking about and they are really good at it. This is my favourite podcast.
I had a great trip down travelling through 8 states - New York, Pennsylvania, West Virginia, Virginia, North Carolina, South Carolina, Georgia, and Florida. On the way back, I get to add 2 more states, Maryland and the District of Columbia. See you when I'm back in Canada!
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Saturday Sep 22, 2018
50 - Tina from Money Flamingo
Saturday Sep 22, 2018
Saturday Sep 22, 2018
Tina from Money Flamingo will reach semi-retirement in 863 days.
Money Flamingo is an Australian blog about Financial Independence and Retiring Early, also known as FIRE.
There are many FIRE bloggers on the internet, and I will have a Canadian one on the show in the near future, but Money Flamingo is a bit different and not just because Tina and her husband are Australian.
In May of 2018 they started Project 1000, which is their plan to build their nest egg to $500,000 in 1000 days, then quit their regular day jobs, work part-time for 10 years while their nest egg doubles to $1,000,000, which should provide them with financial independence and the option to stop working.
You won’t find Tina’s picture or last name on the episode cover, because, like most FIRE bloggers, she prefers to remain anonymous. If you had a plan to quit your job in less than 3 years, you might not want your employer to know about that either.
You can check out Tina’s progress at moneyflamingo.com and decide for yourself whether you think their plan is feasible. Many people have achieved early retirement, and there are many ways to get there, depending on various factors like how much you want to spend today and what you intend to need for funds when you do stop working.
But Tina and Mr. Flamingo only started focusing on early retirement recently. A lot had to happen in Tina’s life before she even realized financial independence was possible for her and her husband. Tina met up with me somewhere(it’s a secret!) in Sydney, Australia to tell her personal finance story.
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Friday Sep 14, 2018
49 - Bessie Hassan
Friday Sep 14, 2018
Friday Sep 14, 2018
Bessie Hassan is passionate about helping people find better deals and save money.
Bessie is the Australian Head of PR and Money Expert at Australia’s largest financial comparison site, finder.com.au.
I reached out to Bessie for the Australian Personal Finance Series because I think it’s so important to provide everyday consumers with as much information as possible, so they can make informed financial decisions. Not only does Bessie do that at Finder, she does it in a way that is relatable and accessible and helps promote financial literacy.
I met up with Bessie at the Finder headquarters in downtown Sydney, or CBD, Central Business District, if you’re Australian, where she shared her personal finance story.
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Friday Sep 07, 2018
48 - Kylie Travers
Friday Sep 07, 2018
Friday Sep 07, 2018
Kylie Travers turns obstacles into opportunities.
During a 3-year period, Kylie Travers lived through spousal abuse and subsequent divorce, she was homeless, robbed of everything including her underwear, she was temporarily paralyzed, had a cancer scare, and on top of all of this had to figure out how to support her 2 girls who had been diagnosed with learning disabilities and needed extra care, which costs extra money.
But Kylie didn’t let any of this get her down. In that same 3-year period, she was a speaker at the first FinCon conference in Chicago in 2011 and won best international personal finance blog at the Plutus Awards at FinCon 2012 and 2013.
Kylie runs her own successful business, where she is consultant, influencer, ambassador, marketer, and is involved in charity work in Australia, which led to her being named finalist for Young Australian of the Year in 2015.
Kylie has written several personal finance books which are available on her personal finance site called The Thrifty Issue and has a ton of free resources and blog posts at kylietravers.com.au.
In July 2018 I travelled to Australia to join my wife, Kaila, who was doing a one month exchange with a Sydney hospital as part of her McMaster University Medical training here in Hamilton. We already had plans to head to Melbourne for a weekend, so I reached out to Kylie, who lives there, and she agreed to meet me in Carlton Gardens to tell her inspirational personal finance story.
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Friday Aug 31, 2018
47 - Eric Arnold
Friday Aug 31, 2018
Friday Aug 31, 2018
Eric Arnold’s personal finance story is not for the risk-averse.
Eric is what you might call a serial entrepreneur.
Whatever people have in their brain that prevents them from taking huge risks… yeah, Eric doesn’t have that.
What does this mean for Eric?
It means when the rest of us were working our 9 to 5s - making spreadsheets for our bi-weekly paycheques, Eric was building businesses.
Some did very well and some did not.
With success comes failure, but Eric learned something from every business.
Today Eric is CEO of Planswell, a company that provides free financial plans to Canadians. Planswell is doing great, having raised $13 Million dollars to date and so far providing free financial plans to over 100,000 Canadians.
But a lot happened before Planswell was even an idea. Here’s Eric to take us through his personal finance story.