The Ordered Life

Serviam Capital

The Ordered Life is a podcast about aligning your life, your money, and your decisions with what actually matters. Hosted by Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) of Serviam Capital at iA Private Wealth Inc., the show explores how timeless principles, especially the virtues, can guide modern financial decisions and everyday life. Drawing from Aristotle, Thomas Aquinas, and lived experience working with families and business owners, each episode bridges philosophy and practical financial thinking. The conversation goes beyond markets and returns to address deeper questions: What is wealth for? What does it mean to live well? How do you make decisions with clarity, discipline, and purpose in a noisy world? Across episodes, you’ll hear honest discussions on stewardship, discipline, risk, generosity, and long-term thinking. Whether navigating uncertainty, building wealth responsibly, or striving to become a better leader, parent, or professional, The Ordered Life offers a framework for living intentionally. This is not about chasing outcomes. It is about ordering your life so that your resources, including your wealth, are directed toward the good. Learn more about our work at Serviam Capital: https://www.serviamcapital.ca/about-us Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

  1. May 26

    Are We Losing the Ability to Think? Dr. Rolando Islas on AI, Social Media, and the Economy of Likes | Part 1

    In this episode of The Ordered Life, Dr. Rolando Islas joins the conversation to examine what technology, social media, artificial intelligence, and consumer culture are doing to our ability to think clearly, reflect deeply, and live with purpose. Rolando brings a rare combination of business experience and philosophical depth. After building and selling a technology company, he turned his attention to philosophy, ethics, complexity, and the human consequences of life in a digitally saturated world. His central concern is simple but urgent: we need to slow down. The conversation explores the loss of attention, memory, creativity, and reflection in an age shaped by constant stimulation and the “economy of likes.” Rolando challenges the idea that more money, status, or consumption can make us happy, and invites listeners to recover the practices that form deeper human judgment, including reading, writing, contemplation, family life, and a more deliberate relationship with technology. For parents, professionals, and anyone trying to live with greater coherence, this episode offers a thoughtful reflection on freedom, desire, social pressure, and what it means to remain human in a world that keeps accelerating. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    51 min
  2. May 12

    Can Markets Be Morally Bankrupt? Catholic Investing and Human Dignity | Mensuram Bonam Part 4

    Can markets be morally bankrupt? In this episode of The Ordered Life, Sean, AJ, and Anthony continue their discussion of Mensuram Bonam and explore how Catholic Social Teaching can shape the way investors think about wealth, markets, and human dignity. The conversation begins with a simple but challenging idea: faith and finance should not live in separate worlds. Financial decisions are moral decisions because money is never neutral. It either serves the human person, the common good, and the flourishing of life, or it can drift toward accumulation, speculation, and systems that put profit ahead of people. The episode focuses on several core principles for Catholic investors, including the dignity of the human person, the common good, solidarity, and social justice. Sean, AJ, and Anthony consider how these ideas apply to real investment decisions, from coercive marketing and addictive technology to companies that profit from vice or reduce human freedom. For Catholics who want to steward wealth without dividing their lives, this episode offers a thoughtful framework for asking better questions. What is investing actually for? Does wealth serve the person, the family, and the common good? And how can prudence and moral clarity work together in the way we allocate capital? Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    42 min
  3. Apr 28

    Why Kids Don’t Understand Money and How Parents Can Fix It Early

    How do you actually teach kids about money in a way they understand? In this episode, the team breaks down the real challenge parents face when talking to children about money, especially at a young age. From the instinct to spend immediately to the difficulty of grasping abstract concepts like saving and investing, they explore why most financial lessons don’t stick early on and what to focus on instead. The conversation centers on practical ways to help children understand that money is finite, that choices involve trade-offs, and that spending should be intentional. Through personal stories and examples, they highlight how kids begin to connect money with effort, why experience and even failure are essential teachers, and how early habits shape long-term financial behavior. They also explore deeper ideas around money, including the role of prioritization, the importance of earning before spending, and how parents can begin forming not just good habits, but strong money virtues. If you’ve ever wondered how to raise children who are thoughtful, disciplined, and responsible with money, this episode offers a clear and practical starting point. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently

    47 min
  4. Apr 14

    What Faith Has to Do With Investing and the Problem With “Faith-Based Investing” | Mensuram Bonam Part 3

    What does it really mean to invest? In this episode, we move beyond the mechanics of investing and examine the responsibility behind it. Every investment is more than a financial decision. It is an act of entrusting capital, giving authority, and participating in outcomes that affect people, businesses, and the broader world. Continuing our discussion of Mensuram Bonam, we explore why investing is never morally neutral and why separating faith from financial decisions creates a divided life. We also address the limits of common approaches to “faith-based investing” and what a more coherent approach requires. For those who want to steward their wealth responsibly without compromising what they believe, this conversation offers a clearer framework for thinking about capital, responsibility, and the common good. Key ideas discussed: • Investing as an act of moral responsibility • Why capital shapes the future, not just returns • The limits of conventional faith-based investing frameworks • Living with coherence between faith, work, and money Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    44 min
  5. Mar 31

    Beyond ESG The Real Question Behind Investing and Moral Responsibility | Mensuram Bonam Part 2

    What does it actually mean to invest responsibly? In Part 2 of our introduction to Mensuram Bonam, we move beyond surface-level frameworks like ESG and examine a deeper question: is investing itself a moral act? Drawing from Catholic Social Teaching, this conversation challenges the idea that finance can be separated from ethics, and instead reframes capital as something entrusted to us with purpose. We explore the limits of modern “responsible investing,” the risk of using ethics as a marketing tool, and why discernment matters more than labels. The discussion centers on a more demanding but coherent vision: that every financial decision participates in shaping the world, and therefore carries real moral weight. This episode is for those who want more than alignment in theory. It is for those seeking a disciplined, thoughtful approach to stewardship that respects both conscience and long-term responsibility. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    36 min
  6. Mar 24

    Catholic Investing and the Purpose of Capital | Mensuram Bonam Introduction

    This episode explores a question most investors never stop to ask: what is investing actually for? Drawing from Mensuram Bonum, a foundational document shaping how we think about capital, the conversation moves beyond portfolios and performance to something deeper. What is money for? What is capital for? And what responsibility comes with being entrusted to invest it? The discussion challenges the common assumption that finance can operate independently of ethics. Every investment decision expresses a set of values and contributes to the kind of future we are building, whether intentionally or not. The hosts unpack the distinction between money and capital, the role of the investor as a moral agent, and the idea that finance itself can be a school of virtue. This is not a technical conversation about markets. It is a foundational one about purpose, responsibility, and coherence. For those who want their financial decisions to reflect what they actually believe, this episode offers a framework for thinking clearly and acting with discipline. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    44 min
  7. Mar 17

    Is Investing Just Gambling? What’s the Moral Difference When It Comes to Money?

    Is investing just another form of gambling? In this episode of The Ordered Life Podcast, we explore the key difference between investing and gambling and why intention, virtue, and stewardship matter when it comes to money. The conversation unpacks how gambling is typically driven by entertainment and chance, while investing is meant to responsibly steward the capital entrusted to us. Through the lens of virtue, purpose, and Catholic moral thinking, we discuss how money should serve our goals, and how our goals should ultimately serve the good. If you’ve ever wondered whether investing is morally different from speculation, or how faith and prudence should guide financial decisions, this episode offers a thoughtful framework for understanding money, risk, responsibility, and the pursuit of an ordered life. Topics discussed: The moral difference between investing and gambling The role of intention in financial decisions Stewardship and responsibility with money How virtue guides investing and wealth building Why money should serve your goals and the greater good #OrderedLife #Virtue #Investing #MoneyAndMeaning #Stewardship #PurposeDrivenWealth   Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    28 min
  8. Mar 10

    Rethinking Retirement: Why Income Optional Is Better Than Work Optional

    Most people think of retirement as the moment when work finally ends. They think work is something to escape from, and retirement is the reward that brings decades of permanent leisure. But what if that vision of retirement is actually backwards? In this episode of The Ordered Life Podcast, we challenge the modern idea of retirement and propose a better framework: Income optional, not work optional. Work is not merely something to endure until you can stop. Meaningful work is part of living a virtuous and purposeful life. The real goal of financial planning should not be escaping work, but creating the freedom to choose work that serves the good. You’ll learn: Why the modern vision of retirement may undermine purpose and fulfillment The difference between work optional and income optional How financial independence can support a life of meaning Why discipline, virtue, and intentional goals matter more than comfort How your money should serve your goals, and your goals should serve the good If you’re a professional, parent, or builder trying to align faith, money, and purpose, this episode offers a framework for thinking about retirement, work, and freedom in a more ordered way. Because the goal of wealth isn’t escape, it’s freedom to pursue the good. Keywords: retirement, income optional, work optional, financial freedom, purpose driven wealth, money and meaning, virtue and finance, Catholic personal finance, disciplined life, ordered life #OrderedLife #Retirement #IncomeOptional #WorkOptional #PurposeDrivenWealth #Virtue #FinancialFreedom #MoneyAndMeaning #CatholicLife Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    21 min
5
out of 5
7 Ratings

About

The Ordered Life is a podcast about aligning your life, your money, and your decisions with what actually matters. Hosted by Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) of Serviam Capital at iA Private Wealth Inc., the show explores how timeless principles, especially the virtues, can guide modern financial decisions and everyday life. Drawing from Aristotle, Thomas Aquinas, and lived experience working with families and business owners, each episode bridges philosophy and practical financial thinking. The conversation goes beyond markets and returns to address deeper questions: What is wealth for? What does it mean to live well? How do you make decisions with clarity, discipline, and purpose in a noisy world? Across episodes, you’ll hear honest discussions on stewardship, discipline, risk, generosity, and long-term thinking. Whether navigating uncertainty, building wealth responsibly, or striving to become a better leader, parent, or professional, The Ordered Life offers a framework for living intentionally. This is not about chasing outcomes. It is about ordering your life so that your resources, including your wealth, are directed toward the good. Learn more about our work at Serviam Capital: https://www.serviamcapital.ca/about-us Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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