What Is Your Money Really For?

Summary:

Bruce Sellery discusses his background in financial journalism and his transition to becoming the CEO of Credit Canada. He shares insights from his interviews with high-profile individuals and the impact of their stories. Bruce also reflects on his personal experience with money and the importance of creating a context for financial decisions. He emphasizes the need for a shift from financial literacy to financial coaching, focusing on the root causes of debt and holding individuals accountable for their financial well-being. Bruce discusses the importance of uncovering hidden values and moving from past-based to future-based conversations in financial planning. He highlights the Credit Canada Gold program, which focuses on accountability and coaching to help individuals achieve their financial goals. Bruce emphasizes the need for a judgment-free environment and coaching based on the client's desires. He also discusses the importance of being relentless in pursuing client goals and having tough conversations when necessary. Bruce shares his excitement for the expansion of financial coaching programs and concludes with the key theme of creating a life worth living using money as a tool.