SHOW NOTES: Access your 20% off here Erin Bury knows how to build companies.  She is an entrepreneur, speaker, startup advisor, and former technology journalist, and is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes. Our conversation gets personal as Erin and I discuss entrepreneurship and managing money with our spouses.  She also shares and her childhood experiences with money that have shaped who she is today.  And of course, we discuss wills - why you need one and how it's never been easier to create one. At Willful, Erin is responsible for driving the company’s mission to make it easier for Canadians to prepare for and deal with death in a digital age. Erin is a frequent speaker with Speakers’ Spotlight, and has appeared in publications including The New York Times, Forbes, and CNN. She is a board member at Save the Children Canada, and a member of the #Tech4SickKids advisory council for SickKids. She was named one of Marketing Magazine's top 30 Under 30 marketers, and her claim to fame is being retweeted by Oprah - twice. SHOW NOTES: Access your 20% off here   

Collective Wealth

S2 E24: Before You Die, Do This One Thing

Frustrated because she couldn’t find any women-owned businesses to spend her money on is what inspired my guest, Sophia, to get to work.  She created a contact list of female business owners and posted them on the web. Two years later, femmebought is now an online women’s business directory, community, and education hub that gives female entrepreneurs the tools required to grow their businesses.  It’s also a place for those who want to directly invest in social impact with women-led businesses who focus on giving back to their communities.   With hubs in Toronto, Chicago, and Tel Aviv and members in 10 different countries, the support from femmebought during COVID-19 has been meaningful to the community of members.  We’ve all been impacted by the global pandemic in some way, but small business owners may have been the hardest hit. Sophia and her partners have been working closely to help them navigate difficult decisions like closing doors and pivoting online, as well as working through government support grants and other funding options to keep the lights on.  Listen as we discuss the stories of business owners and how you can support the companies that need it most during the pandemic.  www.femmebought.com Register for the Virtual Empowered Purse Gala https://www.femmebought.com/event

S2E23: Social Impact Investing With Women-Led Businesses

Laura Reinholtz is the Director of Bank of Montreal’s division that supports female business owners. The original intent of our interview was to celebrate International Women’s Day, but as Coronovirus was declared a pandemic, we decided to pivot our conversation.  Laura and I discuss what the bank is doing right now to help clients, and how they plan to focus on offering mental health support for managers and business owners in the coming months. Plus, Laura shares her personal experience with mental health during the 2008 crisis. Laura’s career is an extension of her personal values, and we discuss her involvement with female-led businesses that are transforming the world: SheEO is a global community of radically generous women supporting women-led ventures where extremely successful ventures are funded through heart and gut decisions, and not necessarily the financials. Femmebought supports women owned businesses and has a complete online directory Grow Your Biz offers strategic alliances and board advice for women entrepreneurs who want to go to the next level Shownotes:  www.canada.ca  BMO Bank 1-877-788-1923 Women Building Wealth Webinar - March 30th, 2020  

S1E22 Laura Reinholz, BMO for Women

Robert Duncan joins me for a special episode of Ask Stephanie as we discuss the impact of COVID-19 on the markets and your investment portfolio and what you can do right now to manage as best as possible.  We're both parents and this is a very honest conversation about our personal lives with social distancing and working from home. Rob is SVP Institutional Strategy and Portfolio Manager at Forstrong Global Asset Management and offers great insights on: The difference between the 2008 crisis and the global pandemic crisis How social distancing can change the future of business models and how we connect as humans  The behaviors and emotions that impact your investments (and the scary stat that will make sure you keep your hands OFF your portfolio right now!) The importance of supporting one another and local/small businesses during this trying time  We're both parents and we also share personal stories about our own lives with social distancing and working from home. Links from the show:  Money Library Money Tools www.canada.ca The Economist Article  Women Building Wealth Webinar - March 30th   

Ask Stephanie with co-host guest Robert Duncan

Ozy Camacho knows a thing or two about the money habits of Canadians.  She's a partner at Credo Consulting, a research firm that speaks to hundreds of Canadians each month to understand what's driving them to make the decisions they make when it comes to investing.  Her research has shown that there is a stark difference between how women and men invest, and unfortunately, it's not helping women improve their financial situation.  We discuss the common mistakes women make when it comes to building wealth, and what can be done to improve their investing habits now.  

S1E20 The Real Truth About Women and Wealth

Do you think you can predict the future? The stock market is panicked and there's a mixed bag of economic indicators that *could* lead to a market downturn, but honestly, no one knows. Bryan Borzykowski, business and financial journalist, joins Stephanie to answer a question on why the NYSE halted trading on Monday.  Plus, they share what they're doing with their investment portfolios right now and offer tips on what you should consider at times of uncertainty when it comes to your money.

S1E19: Ask Stephanie with Co-Host Guest Bryan Borzykowski

Learn more: www.strategymarketing.ca #eachforequal #IWD2020 Women currently control 33% of the wealth in Canada, which is expected to increase to 46% within the next 4 years.  The problem?  They're not getting what they want when it comes to money management.  Judy Paradi and Paulette Filion are thought leaders in marketing to women. They're on a mission to help the traditionally male-dominated financial services industry learn how to speak to women about wealth. We kick-off International Women's Day talking about their personal experiences (like trying to get a loan as a woman 30 years ago), why it will take over 250 years to attain gender equality, and reveal the #1 thing women want when it comes to professional money management. 

S1E18: What women want when it comes to their money

Markets go up, markets go down - what's a gal to do?  Stephanie talks about how you can wrangle the two most common emotional freak-outs when the market panics, and the difference between a market correction and a bear market (without the jargon). 

S1E17: Ask Stephanie: Financial freak-outs: what to do when the market goes crazy

It’s difficult to juggle parenting with your career, but what’s it like to be an inventor with four young children as well?  Alison Brett is a former kindergarten teacher turned inventor of Clasp Magic, a device that quickly attaches bracelets to your wrist.  We talk about the financial expense of launching a new product invention to market and learn how losing an expensive prototype in the midst of a Kickstarter Campaign had her boarding a plane to China to find another solution. Alison was nominated as “One to Watch” at the Mompreneur awards in 2019.  Will Dragon’s Den be next for her? Inspiration, guts, and tenacity are a given when you’re an entrepreneur, and Alison shares how she keeps perspective on the journey while raising her young family and taking care of herself. Plus, she has a special gift offer for all listeners of the podcast. Shownotes: www.claspmagic.com  Discount code: COLLECTIVEWEALTH

S1E16: From Pampers to Patents: Alison Brett, Inventor of Clasp Magic™

Investing myths holding you back from making massive change happen in your life? I debunk the top 3 myths that I most often hear from women about why they aren’t investing in their financial future.  I explain: - why investing is not gambling - why women make for great investors  - the one simple secret to investing Resources:  www.wolfecollectivewealth.com Ready To Invest Checklist: https://www.wolfecollectivewealth.com/pl/143853

S1E15: Ask Stephanie: The Top 3 Investing Myths

Are you the type of person that freaks out when it comes to money?  Do you want to be able to gain control over those feeling around your cash? Look no further than this episode to help you master your moola.  Tess Wicks is a Wealth and Mindset coach and the founder of Wander Wealthy, a company she founded after retiring from her profession as an actuary. I've been a fan of Tess's for a while now and I can say with certainty she is a pro. She specialises in helping online coaches and service-based entrepreneurs feel confident around their financial systems and improve their relationship with money. In this episode, we dig into the most common challenges she sees when it comes to money, and she takes us through an exercise that will help us immediately start to understand our money blocks. Plus, we hear how her dream of living anywhere in the world has come true, and how she’s managing her busy schedule while planning her upcoming wedding Italy from her new home base in Zurich.   Tess is also the host of the Wander Wealthy Podcast.  She’s a retired Actuary who has gone on to become certified in Neurolinguistic Programming (NLP), Hypnotherapy, Emotional Freedom Technique (EFT), TIME Techniques, and Life and Success Coaching.

S1E14: How to master your moola once and for all

Got a question?  Send it through to collectivewealthpodcast@gmail.com Access your free Abundance Mindset Worksheet here: https://www.wolfecollectivewealth.com/pl/145253

S1E13 Ask Stephanie: Small business loans, mindset

Christine is the Founder of Leader In Motion, an executive coaching company where she and works to help leaders realize their full potential. In addition to her graduate degree in mechanical engineering, she holds numerous certifications, including transformative coaching, neuro-linguistic programming, psychotherapy, and more. Do you need an emotional real estate break? Christine is hosting a retreat in June: https://leaderinmotion.com/events/

S1E12: Christine Laperriere, Author of Too Busy To Be Happy

Today's show is in honor of Valentine's Day, plus the first book winner is announced!  Was it you?  Shownotes:  7 Minute Money Hack Free Discovery Call

S1E11: How to fall in love with your money

Have you ever wondered how the big banks and investment firms really make their money? My guest Larry Bates spent 30 years working for some of the world’s most powerful banks, and in his tell-all book, Beat the Bank, he gives us a peek behind the curtain.  The Wolf of Wall Street famously portrayed slick sales tactics that bamboozled investors.  With weak security laws and unsuspecting investors, Bay street may not be as innocent as it likes to say it is. Larry warns us to pay attention to the fine print.  If you want to get rich, you need to know what to watch for and what questions to ask the next time you walk into your bank. Shownotes: Link to T-Rex Score

S1E10: How the banks get rich (and why you aren't)

Are you ready to build a better relationship with your money and have fun doing it? Join money expert and Certified Financial Coach Stephanie Wolfe each week as she speaks with influencers, authors, entrepreneurs, and business leaders about all things money. Hear them share the secrets and insights they’ve learned over the years about money and learn from their experiences. If you’re seeking conversations that will inspire, educate, and motivate your own financial journey, you don’t want to miss this podcast. Plus, Stephanie will answer your questions each Wednesday about money, career and mentorship, and being a small business owner. Got a question? Submit it to: collectivewealthpodcast@gmail.com

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Collective Wealth

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