In this episode of The Ordered Life Podcast, hosts Anthony De Lazzari, Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore the deep connection between justice, relationships, and the Serviam ethos. What does it mean to move from a mindset of use to one of self-giving? And why is “Serviam” I will serve, the right foundation for both life and finance?

You’ll learn:

• Why justice is more than fairness — it’s about ordering relationships rightly

• The difference between using others for good vs. truly willing the good of the other

• How money, goals, and service must be placed in their proper hierarchy

• Practical examples of spending and saving well as acts of justice for family and community

If you’ve ever asked how to order your money, goals, and purpose toward something higher, this conversation shows why Serviam, service rooted in love, is the only way to live justly.

In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore fortitude — the virtue of courage and perseverance. Fortitude is more than physical bravery; it is the moral strength to pursue the good even when fear, setbacks, or sacrifice stand in the way.

You’ll learn:

• How fortitude helps overcome fear of loss, risk, or failure in finance and life

• Why true courage sometimes means patient inaction, not reckless activity

• The link between prudence and fortitude in making and holding to wise decisions

• Practical ways to persevere in long-term financial goals, family commitments, and personal growth

Whether you struggle with fear of missing out, resisting reckless risk-taking, or simply staying the course through hardship, this conversation shows how fortitude keeps you steady in pursuit of the good.

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In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore prudence: the queen of all virtues. Prudence is more than caution; it is the virtue of practical wisdom, guiding us to make the best possible decisions by aligning intellect, will, and heart.

You’ll learn:

• Why prudence directs all other virtues in both life and finances

• The difference between the “right” decision and the “best” decision in uncertain situations

• How prudence helps avoid rashness, overthinking, or paralysis in financial planning

• Practical ways to be a better steward of your resources by applying prudence to money, family, and career choices

If you’ve ever asked how to make wiser choices when you don’t have all the information, or how to balance reason with action, this episode will give you a roadmap.

Subscribe to The Ordered Life Podcast for more on virtue, money, and living with purpose.

Welcome to The Ordered Life Podcast, a show about living with purpose, virtue, and financial wisdom. In this introductory episode, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) of Serviam Capital at iA Private Wealth explain what it means to live an ordered life and why money must be seen as a tool that serves the good, not an end in itself.

Drawing on the timeless insights of Aristotle, Thomas Aquinas, and the classical virtues, this conversation explores how prudence, justice, fortitude, and temperance can guide everyday choices. You’ll learn:

• Why aligning money with values is key to lasting fulfillment

• How the virtues provide a practical roadmap for becoming the best version of yourself

• The dangers of chasing pleasure or wealth for their own sake

• How to order your finances so they serve your goals and your goals serve the good

If you’ve ever asked how to connect faith, philosophy, and finance, or how to live with greater meaning in a noisy world, this episode lays the foundation.