Ellen
Bessner's
Financial Prosperity Podcast
ELLEN BESSNER
The Financial Prosperity Podcast, hosted by lawyer, author, and industry expert Ellen Bessner, identifies and closes the gap between investors and financial service providers. Each episode explores real-world disconnects—around communication, financial goals, and decision-making—and offers practical steps to bridge them. Whether you're an investor choosing an advisor, evaluating advice, or building long-term wealth, or in the financial services industry and want to dig in deeper to help your investor-clients, this podcast delivers clarity and confidence in a way that's human, honest, and easy to apply.
Moms are here to help
Moms are here to help
This episode gives next-gen investors trusted guidance on reaching their financial goals and pushes advisors to adapt to younger clients. Guest Pattie Lovett-Reid, Chief Financial Commentator and entrepreneur, covers building financial success, the risks of "finfluencer" advice and protecting wealth in the great wealth transfer.
The Planning Gap
The Planning Gap
In this episode, Ellen Bessner and Shannon Lee Simmons explore why many Canadians struggle to move from financial plan to action — covering psychological and affordability barriers, the pitfalls of traditional budgeting, and practical strategies like "paying yourself first" — while offering tips for financial service providers on engaging clients and younger investors.
Don't Divide and Conquer Financial Investment Tasks
Don't Divide and Conquer Financial Investment Tasks
In this episode, Ellen Bessner explains why both partners in a relationship should be involved in financial decisions rather than delegating all investing tasks to one person. They outline four key reasons: both partners deserve a say in how their money is invested, risk tolerances often differ, financial service providers need to understand each individual, and both people need enough knowledge to avoid vulnerability if something happens to the other. The takeaway is to work side by side on financial planning instead of dividing and conquering.
Don't forget to call your Advisor!
Don't forget to call your Advisor!
In this episode, Ellen Bessner explains why investors should proactively call their financial advisor when life changes happen — whether it's a job loss, a bonus, or other shifts in circumstances. These changes can significantly impact financial plans, tax obligations, and investment strategies, and advisors can only help if they know what's going on. The takeaway: communicate early, and advisors should foster a supportive environment that encourages clients to share.
Do You Care?
Do You Care?
In this episode, Ellen Bessner speaks with Bryan Borzykowski about why a financial advisor’s ability to care, listen, and communicate matters as much as technical expertise. They discuss how empathy and emotional intelligence can reduce financial stress, build trust, and help investors — especially entrepreneurs and sole earners — make more confident money decisions.