Babies, Tweens, Teens and Money

June 9, 2015
Hosted by Franco Caligiuri and Marissa Cepelinski

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Episode Description

Statistics show that it will take approximately $245,000 to raise a child from birth to the age of 18. Are you ready?

Conversations with Money

Conversations with Money

Archives Available on VoiceAmerica Business Channel

Our show is intended to challenge your emotional meaning and understanding of money. We explore habits and patterns that we have developed from a very young age that limit us in building wealth. We tear apart the limiting beliefs that are preventing us from achieving our financial goals. We talk about the issues around money that many of us are afraid to talk about, be it in our business or partnership. The show is intended to help you open a dialogue and get comfortable talking about money.

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Franco Caligiuri and Marissa Cepelinski

Franco Caligiuri and Marissa Cepelinski

Franco Caligiuri is a nationally recognized financial educator and consultant, specializing in estate and charitable tax planning. His counsel and assistance have saved over 900 Vancouver households approximately $30 million in taxes. Franco has had numerous articles appear in publications such as “Money Sense" and " Business in Vancouver". Franco is also co-author of the book “Giving Transforms You" and host of an internet radio show called Conversations with Money. Franco serves on the board of the Reign Foundation, a local charity with the express purpose of helping educate the children of Cambodia.

Marissa Cepelinski is a passionate and highly driven leader. With over eleven years of experience in the field of finance, she’s co-founding partner of Capital Core Financial, Inc. Marissa has always been driven by a strong desire to understand and help people. The Capital Core Financial teams’ mission is helping people approach financial planning from a more holistic perspective and teaching them to implement creative tax efficient strategies. When Marissa is not hard at work, she is pursuing her passion for adventure. She’s been involved in community projects with the purpose of getting youth off the streets. Although she can be found exploring nature and running the trails, she resides in her home in Vancouver.

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Episode Directory

July 2015

June 2015

May 2015

Larry D. Amstutz, CHS



My Role I provide passion and compassion… helping people to formulate a Charitable Giving Plan and to establish their own legacy, no matter what charitable cause they would like to support. Career Prior to joining the Canadian Cancer Society, I had a rewarding career for more than 17 years in the Financial Services Industry assisting financial advisors and clients with their financial, estate, and business needs I also had an extensive career in Retail Business Management, Customer Relations and Merchandising, and was also in Radio Broadcasting About Me I enjoy mentoring and coaching on public speaking and presentation skills Family time, kayaking, camping, cooking / baking, reading, and movies are key interests In the Community Past President of Morningside Toastmasters in Port Coquitlam Past Director, Kiwanis Club of Penticton Past President, Advocis South Okanagan View Guest page

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Toni Andreola, BCIT



Profile • Since 2003, I have been involved with legacy planning at all levels; working with donors, professional advisors, executors and beneficiaries. • Prior to joining the Canadian Cancer Society I spent over 21 years servicing high net worth clients at TD Private Client Group. My Role • To provide resources, guidance and personal assistance to those inspired supporters who want to make a greater impact on the fight against cancer, now and in the future. • To create awareness of the importance of legacy giving as a means of giving. • To encourage Professional Advisors throughout B.C. and Yukon to explore charitable giving opportunities with their clients. In the Community • Active Member of the Estate Planning Council of Vancouver • Former Board Member of the Vancouver Roundtable of the Canadian Association of Gift Planners • Musical Director: Italian Choir of B.C. & Our Lady of Sorrows Parish View Guest page

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Julie Beyer

Julie is a culinary artist based in Vancouver, BC, and is the founder and CEO of Julie Beyer's For the Love of Food Inc. Recently Julie was nominated as one of Vancouver's most contributive business founders to Vancouver's unique high quality lifestyle for the Vancouver is Awesome's 'Vancouver Creatives' portfolio competition. Julie is an advocate for conscious business and entrepreneurship has been featured as a business case study in the book "Small Business Big Change: A Micro-entrepreneur's Guide to Social Responsibility"; spoken on the topic of conscious and sustainable business at the UBC New Economy Summit and for The Institute of Holistic Nutrition Julie is passionate about inspiring people's to LIVE their true GLOW through conscious eating and living. She has studied holistic nutrition at the Canadian School of Natural Nutrition, and holds a bachelor degree in Economics and International Relations from the University of British Columbia. View Guest page

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John Bromley


John Bromley is the founder and CEO of Chimp.net and Peer Giving Solutions, and the co-founder of Benefic Group. With more than a decade of experience in the charitable sector, he provides strategic guidance on financing and organizational structure to local, national and international charities, foundations, and non-profits, as well as private and public companies. He also applies his deep-rooted knowledge of the challenges faced by charities to develop web-based platforms that encourage mass awareness of and participation in the charitable sector. John’s innovative ideas about the intersection between charitable giving and technology have made him a sought-after advisor and speaker around the world. View Guest page

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Simon Coleman


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Dave Collette



I was born and raised in the Westside of Vancouver. I have lived in all areas of the city, including the North Shore and have vast Knowledge on what specific communities have to offer in terms of lifestyle. In sales there is a saying that you sell best what you know, I know Vancouver. My intimate knowledge of the area combined with cutting edge technology, outstanding customer service and old fashioned hard work are the keys to success in this dynamic market place.

Providing a level of service that far exceeds our clients expectations and current industry standard is a fundamental component of our business. Through clear communication, honesty, team work and mutual respect we can achieve your Real Estate goals and have fun along the way.

We have chosen to run our Real Estate practice by referral only, this allows us to spend the majority of our time working with our clients and on their behalf rather than spending time seeking out new business.

Thank you for taking the time to read this. We look forward to working with you to make your vision a reality. View Guest page

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Jay Demerit



A United States international that played in every match of his country's campaign at the 2010 FIFA World Cup in South Africa, Jay DeMerit became Whitecaps FC's first Major League Soccer signing on Nov. 18, 2010. The native of Green Bay, Wisconsin, joined Vancouver after six seasons with England's Watford FC, where he served as club captain. DeMerit became Whitecaps FC's inaugural MLS captain. He has the story of perseverance, hard work and relentless belief in a dream View Guest page

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Sara Kaljuvee


Sara Kaljuvee graduated from Pickering High School in Ajax, Ontario and went on to win the 2012 CIS women’s rugby championship with the St. Francis Xavier X-Women. Sara caught the eye of Canadian sevens coaches with her strong play in fifteens, where she was a member of the team that won the 2013 U-20 Nations Cup. After moving out west to join Canada’s centralized program in 2013, Sara was named to the roster for Canada’s opening leg of the 2013-14 Women’s Sevens World Series in Dubai. After suffering an injury, she did not join the team again until the fourth and fifth rounds in Guangzhou and Amsterdam. Sara was on Canada’s gold-medal winning team at the 2014 FISU Women’s Sevens Championship. View Guest page

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Nate McAvoy



Nate is highly committed and passionate about guiding clients through the mortgage process. Nate believes that having a Professional Mortgage Advisor is a crucial component to any financial planning team, and getting the right mortgage is specifically related to the ability to becoming debt free sooner and having more control over your financial future. Nate understands the mortgage market and navigates his clients through the market dynamics enabling them to successfully meet their real estate goals. Nate strives to build strong relationships with his clients and it shows through his commitment to them, which extends beyond current solutions but into future planning. When Nate is not hard at work or spending time with clients, he enjoys Vancouver’s amazing outdoors, cooking, golf, and hockey. View Guest page

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Ashleigh McIvor



Ashleigh McIvor, age 30 is a newly retired Canadian skicross Olympic Champion currently residing in Whistler and Vancouver, BC. As the first gold medal winner of women's skicross in it's Olympic debut at the 2010 Winter Games, Ashleigh has a very interesting story to tell about growing up in small town Whistler and being hurtled onto the world stage -- for Canada's Home Games View Guest page

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David & Sara Robertson



David and Sara Robertson are partners in life as well as in business, and together own and run The Dirty Apron Cooking School & Delicatessen - Vancouver’s most celebrated and state-of-the-art culinary playground. Open since August of 2009, The Dirty Apron Cooking School has been demystifying the fine dining industry to the home cook by offering recreational and hands-on cooking classes, whereas their delicatessen offers downtown dwellers hot lunches, gourmet sandwiches, deli meats, local Cheeses, and specialty ingredients and products that one can't find anywhere else! David’s culinary training in classical French fine dining, and Sara’s academic background in communications -combined with their passion for great food and people- have proven to be the right blend of ingredients to successfully lead a team of staff that over the past 6 years has grown from 6 to 32 employees. In October of last year, David, Sara, and their team published their first and highly anticipated cookbook View Guest page

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Vince Schembri



Vince loves the “role” of President of Clydesdale Services Inc., but not the “title”. He has spent over 20 years working in different finance, accounting and operational situations.

Vince is a designated accountant and a graduate from the B.C. Institute of Technology in Financial Management. Vince is also Italian. Very Italian. He is deeply passionate about his heritage. He also enjoys most sports, especially kickboxing, and is an active member at his church. View Guest page

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Allison Warnyca

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Richard Weiland



Richard Weiland is a partner of the firm Clark Wilson. Richard is a member of the Tax & Estate Planning, Wealth Preservation, Taxation, Private Company Transactions, Corporate & Commercial and Pensions & Benefits Groups. Richard has completed all three parts of the Canadian Institute of Chartered Accountants' In-depth Tax Course. He authored a new chapter on Probate Fees for the 2007 edition of the BC Probate and Estate Administration Practice Manual published by the Continuing Legal Education Society of British Columbia. He is also a contributing author for updates to several chapters in the British Columbia Estate Planning & Wealth Preservation manual also published by CLE. Richard earned a Bachelor of Arts degree in Communications from Trinity Western University in 1997, and a Bachelor of Laws degree from the University of Victoria in 2001. He was called to the Bar of British Columbia in 2002. View Guest page

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Dave Zille



Over the past 20 years, Dave has devoted considerable time to advancing his skills and to keeping his skills and industry awareness sharp. During this time, Dave has launched hundreds of websites, taught hundreds of classes to post-secondary students, and has delivered many talks on everything from programming to project management. View Guest page

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