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#061. In this episode, Justin is joined by Daniel Goldgut, CEO and Co-Founder of Epilogue, to explore how will-making is evolving in Canada. Daniel shares his journey from corporate law to launching a platform that makes estate planning simple, accessible and affordable for all Canadians. We also unpack everything you need to know—from the surprising myths about wills, what happens to your digital legacy when you’re gone and how to protect it, demystifying probate as well as providing practical advice for parents to pass on financial literacy and create a solid legacy.

Show notes and more at:

https://moneydadpodcast.com/session061

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#060. In this episode, Justin sits down with Li Zhang, Director of Social Impact and Financial Literacy at CPA Canada. Li shares her personal journey from an immigrant childhood shaped by a scarcity mindset to her current role as a financial literacy advocate. They discuss the influence of early money habits, the challenges of balancing saving with spending, and how parents can foster strong financial skills in their children. Discover CPA Canada’s accessible, free financial literacy resources and programs that teach financial concepts to communities, schools, and families across Canada. This episode is filled with actionable insights for anyone wanting to build a healthier relationship with money and raise financially aware kids.

Show notes and more at:

https://moneydadpodcast.com/session060

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#059. In this episode, we sit down with Megan Betker, a wealth coach, authorized infinite banking practitioner, and real estate investor, as we explore the powerful intersection between infinite banking, financial freedom and family well-being. In this episode, Megan shares her personal journey from working at traditional banks to becoming an independent wealth advisor. We dive into wealth-building strategies like real estate investments, the Infinite Banking Concept (IBC), and how parents can build a financial legacy for their kids.

Show notes and more at:

https://moneydadpodcast.com/session059

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#058. In this episode, we sit down with Jim Sheils, founder of 18 Summers and bestselling author of The Family Board Meeting and The Passive Income Playbook.

Jim shares his simple yet profound strategies for busy professionals who want to create deeper, more meaningful relationships with their families, while also achieving financial success.

You’ll learn about (1) the Family Board Meeting strategy that helps connect busy parents with their kids through quality one-on-one time every quarter, (2) Balancing Family and Business where Jim talks about the challenge of managing a successful career while maintaining a strong family life. Learn how to be intentional with your time and set boundaries, including his tips for tech fasting and scheduling family time; (3) Teaching Financial Literacy to Kids, where you gain insights into how Jim and his wife involve their children in conversations about money, business, and entrepreneurship from an early age, helping them develop key life skills through active participation; and (4) Using Real Estate as a Path to Freedom, where Jim shares his experience as a real estate investor and how passive income can give families more freedom

Show notes and more at:

https://moneydadpodcast.com/session058

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#057. In this episode, we sit down with Stephen Diaz, co-founder of The Rainmaker Family and an eight-figure entrepreneur. Stephen shares his journey from wedding photographer to building a multi-million dollar e-commerce business that empowers families to achieve financial and time freedom. Discover how to leverage the power of Amazon, shift your mindset from "I can't" to "How can I?", and create lasting financial success without sacrificing family values. He also provides insights on raising entrepreneurial kids and instilling values like abundance, generosity, and resourcefulness.

Whether you're a seasoned entrepreneur or just starting, this episode is packed with actionable insights!

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https://moneydadpodcast.com/session057

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#056. Today's guest is Tom Karadza. Tom is the co-founder of Rockstar Real Estate Inc, a real estate brokerage focused on helping investors in the Greater Toronto and Golden Horseshoe areas create income to live life on their terms. Tom is also the co-host of The Your Life! Your Terms! Show, where he chats about real estate, business building, the economy, bitcoin, monetary policy, nutrition, fitness and anything else to help us all live life on our own terms.

Tom shares spending time in Croatia, growing up as a child and how it shaped his views on how money works. We dive into his unconventional path, from corporate world to entrepreneur. Tom shares strategies of how parents can talk to their kids about money, and tangible examples of what he does with his kids to help them learn about money, as well as transfer info and knowledge to them. We also talk about financial freedom, and his three bucket strategy for achieving it. We dive deeper into a few of those buckets, including bitcoin, and how owning some real estate can be a beautiful thing - because of leverage to achieve higher returns to stay ahead of our currency debasement. And two, how that same property can change over the years, based on the different strategies you can deploy for that same piece of real estate, in his example, a regular boring single family home.

Show notes and more at:

https://moneydadpodcast.com/session056

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#055. Today's guest is Jess Bryan. Jess is the founder and CEO of Future Empowered, a company that combines critical skills of money and communication to empower individuals including millennials, women and teens to create financial freedom, security and independence. We chat about impactful lessons about money Jess learned through her childhood. We discuss the unique trio of formative money perspectives that influenced her growing up. Jess talks about the reasons she created Future Empowered, what inspired her to get into teaching, and how she started mixing in financial literacy with teaching her courses. We discuss the benefits of using a Classroom Economy system. And we discuss strategies on how to teach teenagers to become financially independent adults and how to set them up for success. As well as strategies that millennials should take to build a strong financial foundation.

Show notes and more at:

https://moneydadpodcast.com/session055

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#054. Today's guest is John Bromley. John is the founder and CEO of Charitable Impact, an innovative giving platform that has facilitated Billions in charitable donations. We chat about the biggest problem in the charitable sector today, what inspired him to start Charitable Impact and how it is built to provides tools and support for the donor. We discuss how how we can grow our children’s financial literacy through their charitable allowance functionality, which allows our kids to not only see how charitable giving is modelled by us as parents, but also empowering them to experience making decisions around giving. And we talk bout the future of charitable giving.

Show notes and more at:

https://moneydadpodcast.com/session054

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