5 episodes

Money is an emotional topic. We’re often taught it’s really just numbers and spreadsheets – and to keep feelings out of it. Has that ever worked for you?
 
Here we’ll talk with people who share their emotional financial journeys; with finance professionals on how they’ve navigated these subjects with clients; and with mental health professionals about the psychology around these important topics. What DOES happen when money and big feelings mix? Welcome to Open Money.
This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.

Hosted on Acast. See acast.com/privacy for more information.

Open Money by Servus Credit Union Servus Credit Union

    • Education
    • 3.8 • 13 Ratings

Money is an emotional topic. We’re often taught it’s really just numbers and spreadsheets – and to keep feelings out of it. Has that ever worked for you?
 
Here we’ll talk with people who share their emotional financial journeys; with finance professionals on how they’ve navigated these subjects with clients; and with mental health professionals about the psychology around these important topics. What DOES happen when money and big feelings mix? Welcome to Open Money.
This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.

Hosted on Acast. See acast.com/privacy for more information.

    Episode #5 Supporting Indigenous Excellence Through Financial Literacy

    Episode #5 Supporting Indigenous Excellence Through Financial Literacy

    Financial literacy is so important. But what does that mean on a community scale? For Indigenous entrepreneurs who have a lot of great ideas, they still have difficulty funding and scaling them because of systemic problems in the financial industry.
     
    In this episode, we’ll speak with some Indigenous people who have found ways to lift both themselves and some of their peers towards financial success.
     
    Guests:
    Jenn Harper, an Anishinaabe Ojibwe woman; founder of Cheekbone Beauty.Paul Lacerte, member of the Karibu Clan and belongs to the Carrier First Nation; Managing Partner at Raven Indigenous Capital.Theodora Warrior Healy, Blackfoot and member of the Piikani Nation; Indigenous financial facilitator.
    This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.

    Hosted on Acast. See acast.com/privacy for more information.

    • 32 min
    Episode #4 Big Emotions, Big Commitments: Mortgages

    Episode #4 Big Emotions, Big Commitments: Mortgages

    Buying a home has never felt so fraught. Can you even afford a home, to buy and then also maintain? But if you don’t become a homeowner, are you ever really an adult?!
     
    Homeownership is becoming more and more about our financial portfolio and a status marker than an actual place to live and grow. How do we get into the housing market - and does it even make sound financial sense to do it?
     
    Guests:
    Melanie Rousseau, mortgage agent and Founder of Money Mama. Bridget Casey, investment expert and columnist for the Globe and Mail. Jenn Betts, CEO of Calgary and Edmonton Institutes of Counselling.
    This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.


    Hosted on Acast. See acast.com/privacy for more information.

    • 30 min
    Episode #3 Millennials vs. Boomers: Finances & Generational Differences

    Episode #3 Millennials vs. Boomers: Finances & Generational Differences

    Millennials and Boomers have had very different financial opportunities. Can they ever see eye to eye on what money should really be for?
    Both Millennials and Boomers both think they have it right when it comes to how to handle money. But who’s actually right here…and how do you know?
    Guests:
    Andrea Crisp, empowerment coach.Louis Liu, senior wealth advisor for Servus Wealth Strategies.Jenn Betts, CEO of Calgary and Edmonton Institutes of Counselling.
    This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.

    Hosted on Acast. See acast.com/privacy for more information.

    • 27 min
    Episode #2 Keep Up With The IG Jones

    Episode #2 Keep Up With The IG Jones

    You think peer pressure is something you left behind in your teens? I bet your wallet would disagree.
     
    We’re all susceptible to that financial Keeping Up with the Joneses’ feeling. But how do we parse our needs from our wants, making sure we set up our future selves AND still have fun in the process?
     
    Guests:
    Blake Carter, celebrity radio host.Bruce Sellery, columnist for MoneySense, author, speaker.Lindsay Bryan-Podvin, financial therapist.
    This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.

    Hosted on Acast. See acast.com/privacy for more information.

    • 26 min
    Episode #1 Women & Money: Never Quite Invited

    Episode #1 Women & Money: Never Quite Invited

    Most women have their money stories written for them before they get a chance to hold the pen.
    The way women are socialized with money from a young age; the way economic systems are built to disproportionally exclude them; and the way women’s brain ages are all factors in how they approach and handle finances. How do we ensure women get a proper seat at the table from the jump?
     
    Guests:
    Jillian Reickmann, registered massage therapist (RMT), business owner & entrepreneur.Dr. Nasreen Khatri, psychologist and neuroscientist.Shannon Lee Simmons, founder of New School of Finance.
    This podcast represents the views and opinions of the participants of Open Money™ and do not necessarily reflect the opinions of Servus Credit Union®.

    Hosted on Acast. See acast.com/privacy for more information.

    • 26 min

Customer Reviews

3.8 out of 5
13 Ratings

13 Ratings

IntentlyListening_19 ,

Insightful & informative

Really makes you think about money in a different, holistic, psychological & emotional way. I really enjoyed this series, well done

LisaCovitch ,

Distasteful

“You have earned the right to flaunt your wealth...” This shockingly garish statement on this podcast promotes a distasteful, superficial and privileged ideology.

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