How do you actually teach kids about money in a way they understand?

In this episode, the team breaks down the real challenge parents face when talking to children about money, especially at a young age. From the instinct to spend immediately to the difficulty of grasping abstract concepts like saving and investing, they explore why most financial lessons don’t stick early on and what to focus on instead.

The conversation centers on practical ways to help children understand that money is finite, that choices involve trade-offs, and that spending should be intentional. Through personal stories and examples, they highlight how kids begin to connect money with effort, why experience and even failure are essential teachers, and how early habits shape long-term financial behavior.

They also explore deeper ideas around money, including the role of prioritization, the importance of earning before spending, and how parents can begin forming not just good habits, but strong money virtues.

If you’ve ever wondered how to raise children who are thoughtful, disciplined, and responsible with money, this episode offers a clear and practical starting point.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently

What does it really mean to invest?

In this episode, we move beyond the mechanics of investing and examine the responsibility behind it. Every investment is more than a financial decision. It is an act of entrusting capital, giving authority, and participating in outcomes that affect people, businesses, and the broader world.

Continuing our discussion of Mensuram Bonam, we explore why investing is never morally neutral and why separating faith from financial decisions creates a divided life. We also address the limits of common approaches to “faith-based investing” and what a more coherent approach requires.

For those who want to steward their wealth responsibly without compromising what they believe, this conversation offers a clearer framework for thinking about capital, responsibility, and the common good.

Key ideas discussed: • Investing as an act of moral responsibility • Why capital shapes the future, not just returns • The limits of conventional faith-based investing frameworks • Living with coherence between faith, work, and money

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

What does it actually mean to invest responsibly?

In Part 2 of our introduction to Mensuram Bonam, we move beyond surface-level frameworks like ESG and examine a deeper question: is investing itself a moral act? Drawing from Catholic Social Teaching, this conversation challenges the idea that finance can be separated from ethics, and instead reframes capital as something entrusted to us with purpose.

We explore the limits of modern “responsible investing,” the risk of using ethics as a marketing tool, and why discernment matters more than labels. The discussion centers on a more demanding but coherent vision: that every financial decision participates in shaping the world, and therefore carries real moral weight.

This episode is for those who want more than alignment in theory. It is for those seeking a disciplined, thoughtful approach to stewardship that respects both conscience and long-term responsibility.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

This episode explores a question most investors never stop to ask: what is investing actually for?

Drawing from Mensuram Bonum, a foundational document shaping how we think about capital, the conversation moves beyond portfolios and performance to something deeper. What is money for? What is capital for? And what responsibility comes with being entrusted to invest it?

The discussion challenges the common assumption that finance can operate independently of ethics. Every investment decision expresses a set of values and contributes to the kind of future we are building, whether intentionally or not. The hosts unpack the distinction between money and capital, the role of the investor as a moral agent, and the idea that finance itself can be a school of virtue.

This is not a technical conversation about markets. It is a foundational one about purpose, responsibility, and coherence. For those who want their financial decisions to reflect what they actually believe, this episode offers a framework for thinking clearly and acting with discipline.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Is investing just another form of gambling? In this episode of The Ordered Life Podcast, we explore the key difference between investing and gambling and why intention, virtue, and stewardship matter when it comes to money.

The conversation unpacks how gambling is typically driven by entertainment and chance, while investing is meant to responsibly steward the capital entrusted to us. Through the lens of virtue, purpose, and Catholic moral thinking, we discuss how money should serve our goals, and how our goals should ultimately serve the good.

If you’ve ever wondered whether investing is morally different from speculation, or how faith and prudence should guide financial decisions, this episode offers a thoughtful framework for understanding money, risk, responsibility, and the pursuit of an ordered life.

Topics discussed:

• The moral difference between investing and gambling

• The role of intention in financial decisions

• Stewardship and responsibility with money

• How virtue guides investing and wealth building

• Why money should serve your goals and the greater good

#OrderedLife #Virtue #Investing #MoneyAndMeaning #Stewardship #PurposeDrivenWealth

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Most people think of retirement as the moment when work finally ends. They think work is something to escape from, and retirement is the reward that brings decades of permanent leisure.

But what if that vision of retirement is actually backwards?

In this episode of The Ordered Life Podcast, we challenge the modern idea of retirement and propose a better framework:

Income optional, not work optional.

Work is not merely something to endure until you can stop. Meaningful work is part of living a virtuous and purposeful life. The real goal of financial planning should not be escaping work, but creating the freedom to choose work that serves the good.

You’ll learn:

• Why the modern vision of retirement may undermine purpose and fulfillment

• The difference between work optional and income optional

• How financial independence can support a life of meaning

• Why discipline, virtue, and intentional goals matter more than comfort

• How your money should serve your goals, and your goals should serve the good

If you’re a professional, parent, or builder trying to align faith, money, and purpose, this episode offers a framework for thinking about retirement, work, and freedom in a more ordered way.

Because the goal of wealth isn’t escape, it’s freedom to pursue the good.

Keywords:

retirement, income optional, work optional, financial freedom, purpose driven wealth, money and meaning, virtue and finance, Catholic personal finance, disciplined life, ordered life

#OrderedLife #Retirement #IncomeOptional #WorkOptional #PurposeDrivenWealth #Virtue #FinancialFreedom #MoneyAndMeaning #CatholicLife

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

In a culture that treats work as something to escape, retire from, or merely endure, we’re asking a deeper question:

What if work is actually part of your purpose?

In this episode of The Ordered Life Podcast, we explore how the Catholic vision of work is more than a paycheck.

Drawing from Laborem Exercens and the Christian understanding of the human person, we discuss:

• Why you were not created for comfort, but for greatness

• How work forms your character and strengthens virtue

• The difference between using work for money vs. seeing work as participation in the good

• How work allows us to co-create with God

• Why retirement cannot be the ultimate goal

• How discipline in work leads to freedom and interior peace

If we reduce work to income, we miss its deeper meaning. But when we see work as participation in God’s creative action, everything changes, including how we approach ambition, career, and finance.

Whether you’re early in your career, raising a family, building a business, or discerning what comes next, this episode will challenge you to rethink comfort, responsibility, and purpose.

You were not made for comfort. You were made for greatness.

Keywords:

Purpose of work, dignity of work, Catholic teaching on work, virtue and career, faith and finances, ordered life, discipline brings freedom, money and meaning, co-creation with God.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Markets are volatile. Headlines are loud. Fear spreads quickly.

But is volatility really risk? And how should investors respond when uncertainty rises?

In this episode of The Ordered Life Podcast, we explore the virtue of fortitude and why it is essential in investing, especially during turbulent markets.

We unpack:

• The difference between volatility and permanent loss

• Why fear leads to poor investment decisions

• The danger of herd mentality in markets

• How humility and prudence support disciplined action

• Why courageous investing often feels uncomfortable

• The risks professional investors face and how incentives shape behavior

• How virtue forms the foundation of long-term financial stewardship

Fortitude is not recklessness. It is the strength to act according to reason despite fear. In investing, and in life, disciplined courage allows you to pursue long-term goals instead of reacting emotionally to short-term noise.

If you want to build an ordered life rooted in clarity, purpose, and resilient financial decision-making, this episode is for you.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

#OrderedLife #Fortitude #Investing #Volatility #RiskManagement #Discipline #MoneyAndMeaning #PurposeDrivenWealth