Couverture de Open Money by Servus Credit Union

Open Money by Servus Credit Union

Open Money by Servus Credit Union

De : Servus Credit Union
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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.

Servus Credit Union Economie Finances privées Hygiène et vie saine Psychologie Psychologie et psychiatrie
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    Épisodes
    • Episode #5 Supporting Indigenous Excellence Through Financial Literacy

      Episode #5 Supporting Indigenous Excellence Through Financial Literacy
      Mar 20 2023

      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:

      1. Jenn Harper, an Anishinaabe Ojibwe woman; founder of Cheekbone Beauty.
      2. Paul Lacerte, member of the Karibu Clan and belongs to the Carrier First Nation; Managing Partner at Raven Indigenous Capital.
      3. 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.
      Afficher plus Afficher moins
      32 min
    • Episode #4 Big Emotions, Big Commitments: Mortgages

      Episode #4 Big Emotions, Big Commitments: Mortgages
      Mar 20 2023

      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:

      1. Melanie Rousseau, mortgage agent and Founder of Money Mama.
      2. Bridget Casey, investment expert and columnist for the Globe and Mail.
      3. 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.
      Afficher plus Afficher moins
      30 min
    • Episode #3 Millennials vs. Boomers: Finances & Generational Differences

      Episode #3 Millennials vs. Boomers: Finances & Generational Differences
      Mar 10 2023

      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:

      1. Andrea Crisp, empowerment coach.
      2. Louis Liu, senior wealth advisor for Servus Wealth Strategies.
      3. 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.
      Afficher plus Afficher moins
      28 min
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