Philotimo Wealth
Podcast Description
Philotimo (fee.low.tee.mo)
Definition: "Friendship and Honour"
We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP™ professional proudly serving 400+ families working and alongside them to learn and grow.
Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.
Podcast Insights
Content Themes
The podcast focuses on wealth management, financial planning, and personal finance, with episodes discussing topics such as the impact of US tariffs on Canadian consumers, investment strategies during trade tensions, and valuable retirement lessons. Specific episodes include a breakdown of RRSP contributions and a reflective conversation on retirement planning.
Philotimo (fee.low.tee.mo)
Definition: “Friendship and Honour”
At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families working and alongside them to learn and grow.
Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.
Does money stress keep you up at night? You’re not alone.In this episode of Finances with Friends, Registered Psychotherapist, Hilary McCulloch, and Certified Financial Planner®, CJ Stevens unpack financial anxiety, how it affects your relationships and your life, and what you can actually do about it.This conversation blends psychology and financial planning with practical tools, behavioural strategies, a few laughs, and even a (not very seriously taken) breathing exercise you can use immediately.If you’ve ever avoided checking your bank account, argued about money, or felt shame around finances: this episode is for you.Meet Our Guest:Hilary McCullochRegistered PsychotherapistCalming Tree Counsellinghttps://www.calmingtree.caHilary is registered with the College of Registered Psychotherapists of Ontario (CRPO) and holds a Master of Arts in Counselling Psychology from Yorkville University. She works with adults (18+) experiencing trauma, anxiety, depression, relationship challenges, self-harming behaviours, and life transitions.About PhilotimoPhilotimo (fee-low-tee-mo)Meaning: Friendship & HonourWe build financial plans rooted in trust, education, and long-term relationships proudly serving 400+ families across Canada.
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