In this episode of the Expert Speaker Podcast, host Majeed Mogharreban sits down with author, TEDx speaker, and financial wellness advocate Heather Coleman for a powerful and refreshingly real conversation about one of the last great taboos—money. Heather unpacks why financial wellness is the missing piece in most wellness programs, how our earliest money stories shape our adult behaviors, and what we can do today to take control of our financial future. From practical steps like 15-minute "money dates" to rethinking how we educate our kids about finances, Heather brings both strategy and soul to the money conversation.
Key Takeaways:
Money is one of the few universal forces that touches every aspect of our lives—and yet, we rarely talk about it.
Financial wellness is directly tied to mental wellness, productivity, and peace of mind.
Your relationship with money is unique, and your strategy should be too.
Start small: 15 minutes a month updating your net worth tracker can change everything.
Don’t cut what brings you joy—learn to build a strategy that includes it.
Financial literacy should start at home and be embedded into our school systems.
You don’t have to go it alone. Build a team: financial planner, accountant, money coach.
Notable Quotes:
"In order to get our minds right, we need to get our money right." – Heather Coleman
"Money doesn’t discriminate. It’s the one thing every employee has in common—they come to work to get paid." – Heather Coleman
"Avoiding your finances doesn’t relieve the stress. It makes it worse." – Heather Coleman
"Money is as unique as your fingerprint—and your financial plan should be too." – Heather Coleman
"You’re not bad with money. You just haven’t learned your language yet." – Heather Coleman
About Heather:
Heather Coleman, MBA, is a TEDx speaker, bestselling author of Our Money Narrative, and a passionate financial wellness advocate. With a background spanning medical education, legal support, and consulting, Heather brings a holistic approach to financial empowerment—whether she's speaking on major stages, working with organizations like the Canadian Armed Forces, or raising her two daughters. She’s on a mission to make money a topic we do talk about.
Connect with Heather:
https://www.facebook.com/
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