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.