Gordon Stein

Financial Services Professional & Financial Literacy Advocate

Gordon Stein, Personal Finance Speaker

Personal Notes

Many personal finance books and speakers talk about saving 10%, giving up things you love and doing detailed financial budgeting. But people of all income levels struggle with saving 10%, no one likes giving up things they love and it is the rare soul who truly enjoys detailed financial budgeting.

Time for a fresh approach! My keynote “Zero to $1 Million in 60 minutes” delivers, well, just that. A simple approach to adding an incremental million or more to your wealth in a 60 minute talk. The content is based on my book, Cashflow Cookbook which shows exactly how to free up as much as $13,000 of cashflow monthly, giving up nothing. Yes, really!

Let me show your audience the power of reducing the costs of just about everything and using that cashflow to build incremental wealth. I have delivered my talks to wealth advisors and their clients, corporations, credit unions and even a Boy Scout troop!

Bio

Gordon Stein, BESc, MBA, CSC, and NFEC Certified Financial Education Instructor is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook – $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances. Building financial wellness helps his audience regain focus, balance, and joy in their lives. Gordon combines his trademark wit and storytelling style to speak with employee and association groups, financial advisors, and the media about a breakthrough path to financial wellness with no risk, minimal effort, minimal sacrifice, and no budgeting. In his earlier career, Gordon was a senior sales, marketing, and operations executive at high tech companies. While at Apple he led the Education and Enterprise segments to record sales and was a featured speaker at the Executive Briefing Centers in Toronto and Cupertino. At Rogers Communications he managed the $1.5B B2B market and built the learning and development function for 30,000 learners. Prior to that, at Dell he was responsible for the small business segment and had the second highest sales productivity worldwide. Gordon holds a degree in Mechanical Engineering from Western University, and an MBA from the Rotman School of Business. He has also completed the Canadian Securities Course and the U.S. Certified Financial Education Instructor designation from the National Financial Education Council. He has volunteered with the Western Alumni Board, the Western Engineering Dean’s Advisory Council and the Crescent School Board of Governors. He is currently a member of the National Financial Educators Council and the National Speakers Association. His content is used for CE credits with the Financial Planning Association, Financial Experts Network, and the Institute of Divorce Financial Analysts. In his free time, Gordon is a downhill ski racer, kayaker, cyclist, and not-yet-great (ok, not even good) guitar player. His thoughts on personal finance can be found at cashflowcookbook.com.