Podcast thumbnail for Ellen Bessner's Financial Prosperity Podcast

Ellen Bessner's Financial Prosperity Podcast

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by Ellen Bessner

8 episodes
Updated Daily
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Podcast Overview

The Financial Prosperity Podcast identifies, analyzes, and solves the most common gaps between investors and financial service providers so that you can build long-term financial prosperity, strengthen your financial literacy, and make informed decisions about your money management and future financial planning. Because investors and financial service providers—whether online platforms, individual financial advisors, financial planners, or Portfolio Managers—sit on the same side of the table, the success of one depends on the success of the other. Each episode uncovers a real-world disconnect between investors (around their savings, investing decisions, financial goals, and confidence in sharing information) and financial service providers (their ability to communicate clearly in person, online, or by email by asking the right questions and using the right language and tone). We explain the gap, why these gaps exist, and offer practical, actionable steps to close them—whether you're trying to understand how to choose a financial advisor, evaluate advice, improve communication, or start building long-term wealth. Hosted by lawyer, author, and industry expert Ellen Bessner, the Financial Prosperity Podcast breaks down financial conversations and services in a way that's human, honest, and easy to apply. Listeners gain clarity and confidence on essential topics such as retirement planning, wealth-building strategies, finding the right advisor, and making informed decisions that lead to real, lasting financial prosperity. Ellen Bessner is a leading Canadian lawyer, author, and expert in financial services practices. With decades of experience advising and defending wealth firms and financial advisors, she brings a clear, practical lens to how investors and financial service providers can better understand and bridge communication gaps. Her focus: helping people make confident, well-informed decisions about their money so they can truly achieve financial prosperity.

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Publishing Since

1/21/2026

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Recent Episodes

Episode thumbnail for Don't forget to call your advisor!

July 8, 2026

Don't forget to call your advisor!

<p><strong>Don't forget to call your advisor!</strong></p> <p>Investors should proactively communicate life changes to their financial service providers. </p> <p><strong>Scenario</strong>: Whether it's losing a job (like Tricia) or receiving a bonus (like Saidy), these events warrant a call to your advisor. <br /> <strong>The Gap</strong>: Investors often don't call because they don't think of it, assume it's irrelevant, or see no benefit—but these changes can significantly impact their financial plan and investments. </p> <p><strong>Why It Matters</strong>:<br /> • Advisors can't read minds and won't know your situation unless you share it. <br /> • Life changes (job loss, bonuses) affect how you should manage debt, RRSPs, TFSAs, and tax obligations.   <br /> • Early communication allows for better planning and minimizing financial damage or tax liability. </p> <p><strong>Takeaway</strong>: Call your advisor when circumstances change, and for advisors—create a supportive, shame-free environment that encourages clients to share news.</p>

Episode thumbnail for Do You Care?

June 10, 2026

Do You Care?

<p><strong>Do You Care??? Why Emotional Intelligence Matters in Financial Planning</strong></p> <p>In this episode of the Financial Prosperity Podcast, Ellen Bessner and guest Bryan Borzykowski* explore one of the most overlooked drivers of successful financial planning: whether your financial advisor truly cares. They unpack why money is emotional, how poor communication increases financial stress, and why investors — especially entrepreneurs and sole earners — need advisors who combine technical expertise with empathy and emotional intelligence.<br /> Bryan shares his real-world experience navigating business income volatility and family financial responsibilities, and why traditional advisory models often fail to provide the ongoing support investors need to build confidence and long-term financial prosperity.</p> <p><strong>Key topics</strong>:<br /> • Why emotional intelligence improves financial outcomes<br /> • How investor–advisor communication impacts money decisions<br /> • What to look for when choosing a financial advisor<br /> • How entrepreneurs can find financial planning support that fits<br /> • How caring advisors build trust and reduce financial stress</p> <p>Bryan Borzykowski is the Founder, CEO at ALLCAPS Content; a Toronto-based business writer and editor focusing on investing, personal finance and small business. He writes investing features for CNBC and contributes to the New York Times, CNNMoney, BBC, Canadian Business magazine and the Globe and Mail. Bryan has also authored three personal finance books. </p>

Episode thumbnail for No Shame Planning!

May 13, 2026

No Shame Planning!

<p>No Shame Planning! with Shannon Lee Simmons</p> <p>This episode tackles the "shame game" in personal finance, exploring how investors can avoid feeling ashamed about their financial situation and how financial service providers can approach clients without triggering feelings of shame or inadequacy.</p> <p>Key topics:<br /> • Empowering clients to move from hopelessness to hopefulness<br /> • Managing client expectations to transform unrealistic wish lists into achievable goals<br /> • Raising awareness about hte harmful effects of the "keeping up with the Joneses" mindset across generations<br /> • Identifying personal spending triggers, such as feelings of inadequacy, to help prevent overspending<br /> • Supporting clients who tend to underspend by encouraging them to pay themselves first and enjoy their lives<br /> • Guidance for the financial services industry on assisting clients with plan implementation</p> <p>*Guest:* Shannon Lee Simmons, CFP, CIM – Founder of <a href= "https://www.newschooloffinance.com/">New School of Finance</a>, bestselling author, Globe and Mail personal finance writer, and CBC Radio's Metro Morning money columnist </p> <p>Contact us: ebessner@babinbessnerspry.com | <a href= "https://www.babinbessnerspry.com/">www.babinbessnerspry.com</a>  <br /> Follow us: @TheFinancialProsperityPodcast <br /> Subscribe to our <a href= "https://babinbessnerspry.us14.list-manage.com/subscribe?u=42a76fe0af1c26a737614a054&id=5479df53f3">Financial Services & Securities blog</a>  </p>

8 total episodes available

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Frequently asked questions

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What is Ellen Bessner's Financial Prosperity Podcast?

The Financial Prosperity Podcast identifies, analyzes, and solves the most common gaps between investors and financial service providers so that you can build long-term financial prosperity, strengthen your financial literacy, and make informed decisions about your money management and future financial planning. Because investors and financial service providers—whether online platforms, individual financial advisors, financial planners, or Portfolio Managers—sit on the same side of the table, the success of one depends on the success of the other.

Each episode uncovers a real-world disconnect between investors (around their savings, investing decisions, financial goals, and confidence in sharing information) and financial service providers (their ability to communicate clearly in person, online, or by email by asking the right questions and using the right language and tone). We explain the gap, why these gaps exist, and offer practical, actionable steps to close them—whether you're trying to understand how to choose a financial advisor, evaluate advice, improve communication, or start building long-term wealth.

Hosted by lawyer, author, and industry expert Ellen Bessner, the Financial Prosperity Podcast breaks down financial conversations and services in a way that's human, honest, and easy to apply. Listeners gain clarity and confidence on essential topics such as retirement planning, wealth-building strategies, finding the right advisor, and making informed decisions that lead to real, lasting financial prosperity.

Ellen Bessner is a leading Canadian lawyer, author, and expert in financial services practices. With decades of experience advising and defending wealth firms and financial advisors, she brings a clear, practical lens to how investors and financial service providers can better understand and bridge communication gaps. Her focus: helping people make confident, well-informed decisions about their money so they can truly achieve financial prosperity.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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