Hosted By Sheldon Brow, Founder & CEO of Pocket Finance. Finance Village is a podcast that caters to both financial professionals and consumers, featuring conversations that challenge and engage experts across the financial industry. The show’s ultimate goal is to enhance the financial literacy of consumers while providing financial professionals with the best resources to serve their clients effectively. It takes a village of experts to ensure the best care for clients, and Finance Village is here to help build that village.
Finance Village
Claim This Podcastby Questor Media
5.0(3 reviews)
28 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇨🇦
30
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality20
Social0
YouTube68
Engagement32
Podcast Overview
Hosted By Sheldon Brow, Founder & CEO of Pocket Finance. Finance Village is a podcast that caters to both financial professionals and consumers, featuring conversations that challenge and engage experts across the financial industry. The show’s ultimate goal is to enhance the financial literacy of consumers while providing financial professionals with the best resources to serve their clients effectively. It takes a village of experts to ensure the best care for clients, and Finance Village is here to help build that village.
Language
🇺🇲
Publishing Since
3/3/2023
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30
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality20
Social0
YouTube68
Engagement32
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
1h 3m
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good
Show Notes Quality
3.0/5
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poor
Publishing Consistency
Every 32 days
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Recent Episodes
August 21, 2025
Technology, Transparency & Trust: Building a Better Financial Industry
<p>In this Finance Village episode, host Sheldon Brow sits down with Philip Setter—licensed insurance advisor and founder of Affinity Life and PolicyStream—to get real about what separates a merely competent advisor from a truly transformational one. </p><p><br></p><p>If you work in insurance/finance—or you’re a family trying to protect what matters—this one’s packed with practical insights, uncomfortable truths, and usable tools.</p><p><br></p><p>What you’ll learn</p><p><br></p><p>- Selling with integrity: how to recommend what’s right (even when you make $0)</p><p><br></p><p>- Why term first: start simple, build trust, layer smartly (CI/DI/perm when it truly fits)</p><p><br></p><p>- Niche marketing that works: serving high-risk hobbies (climbing, backcountry skiing) responsibly</p><p><br></p><p><br></p><p>Connect with Philip Setter</p><p>Licensed Insurance Advisor • Founder, Affinity Life (consumer) & PolicyStream: https://policystream.ca/</p><p>Affinity Life: affinitylife.ca</p><p>YouTube: Affinity Life</p><p>LinkedIn: @philipsetter</p><p>IG (climbing): @therealcanadianboys</p><p><br></p><p>Disclaimer</p><p><br></p><p>This conversation is for education only and isn’t legal, tax, or personalized financial advice. Talk to a qualified professional about your specific situation.</p><p><br></p><p>👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.</p><p><br></p><p><a href="https://podcasts.apple.com/ca/podcast/finance-village/id1679905485" target="_blank" rel="noopener noreferer">Apple:</a></p><p><br></p><p><a href="https://open.spotify.com/show/3FwG8uaQYKbdpUqN5Vf6x3?si=c60b1d8b0fc04a18" target="_blank" rel="noopener noreferer">Spotify:</a></p><p><br></p><p>#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage</p><p>#insurance #financialadvice #ethics #terminsurance #canada #contentmarketing #PolicyStream #AffinityLife #FinanceVillage</p>
July 23, 2025
Financial Literacy Isn’t Financial Wellness
<p>In this episode of Finance Village, host Sheldon Brow sits down with Saijal Patel, CFA, former CNBC Asia and BNN Bloomberg anchor, and financial strategist, Together, they explore how the financial services industry must evolve—moving from siloed, transactional advice to truly holistic, inclusive, and human-centered planning.</p><p><br></p><p>🔍 Topics Covered:</p><p><br></p><ul><li>Why “functional” financial advice is falling short</li></ul><ul><li>The real risks women face—and why most don't know their net worth</li></ul><ul><li>Building trust and engagement across couples, families, and generations</li></ul><ul><li>The rise (and risks) of financial influencers and DIY advice culture</li></ul><p><br></p><p>💬 “Most people don’t trust the industry—but worse, they don’t trust themselves,” says Saijal, as she outlines the education gap and how her platform helps women step confidently into their financial lives.</p><p><br></p><p>If you're a financial professional striving to improve client outcomes or a consumer feeling overwhelmed by financial noise, this conversation will hit home.</p><p><br></p><p>📣 Follow Saijal on LinkedIn</p><p>https://www.linkedin.com/in/saijal-patel-cfa-4846233/</p><p><br></p><p>👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.</p><p><br></p><p>https://youtu.be/ADsP-O21msI</p><p><br></p><p>#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage</p>
July 2, 2025
Smarter Finance in a BROKEN System
Tax strategist Trevor Parry discusses with host Sheldon Brow the failures within today's financial and regulatory systems, offering insights for professionals and entrepreneurs to navigate current threats in this interview.
28 total episodes available with 6 transcripts
Recent guests on Finance Village
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Trevor Parry
Guest
Maura Shaftoe
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Frequently asked questions
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- What is Finance Village?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 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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