Moolala: Money Made Simple with Bruce Sellery: Recent Episodes
Bruce Sellery
Bruce Sellery is a personal finance expert on a mission to help you get a handle on your money so you can live the life you want. He is high energy and low B.S.
In this episode of Moolala: Money Made Simple, host Bruce Sellery cuts through the noise to prove that smart investing doesn't have to be complicated. Wealth manager Geoff Saab, author of Low Risk Rules: A Wealth Preservation Manifesto, explains the counterintuitive "low-risk anomaly" and why entrepreneurs and everyday investors should watch fees and liquidity instead of chasing hedge funds and private equity. Financial planner Mark McGrath, co-author of Wealthier: The Investing Field Guide for Canadian Millennials, argues that low-cost ETFs and a "stoic" investor mindset have essentially solved investing, and shares how to find affordable, fee-only advice. Wealthsimple's David Mak breaks down how stock lending can turn your portfolio into a passive income stream, and legendary Globe and Mail columnist Rob Carrick delivers the biggest money lessons from his 30-year career, from buying the dips to why the stock market is no place for money you'll need in the next five years. A practical, jargon-free guide to building long-term wealth in Canada.
To find out more about the guests check out:
- Geoff Saab: Substack | X
- Mark McGrath: pwlcapital.com | Book | X | LinkedIn
- David Mak: wealthsimple.com | X | Instagram | Facebook
- Rob Carrick: robcarrick.ca | Substack | LinkedIn | X
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Life is full of transitions from starting a career to retirement, and everything in between and each one has a financial dimension. In this episode of Moolala: Money Made Simple, host Bruce Sellery explores how to navigate life's biggest changes with money in mind. Owen Winkelmolen, founder and CEO of the Adviice retirement-planning platform, explains how affordable, AI-powered tools are making detailed financial and decumulation planning accessible to everyone. Career strategist Janel Abrahami shares a practical framework for knowing when it's time for a career pivot, the six moves anyone can make, and how to use an "energy resume" and a personal board of advisors to find your next step. End-of-life doula Michelle Leray demystifies the role of a death doula and its surprising connection to estate planning, while University of Toronto professor Michelle Pannor-Silver, author of Aging with Agility, reveals why your body is a resource worth investing in and how physical health and financial health go hand in hand. A thoughtful, wide-ranging conversation about preparing for change at every stage of life.
To find out more about the guests check out:
- Owen Winkelmolen: adviice.ca
- Janel Abrahami: janelabrahami.com | Instagram | TikTok | LinkedIn
- Spirited Guided Path: Facebook | Instagram
- Death Doulas of Manitoba: Facebook | Instagram
- Michelle Pannor-Silver: michellepannorsilver.com
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
In this best of episode of Moolala: Money Made Simple, host Bruce Sellery digs into the money conversations we avoid most, starting with the taboo "Bank of Mom and Dad." The Purse founder Lindsey Stanberry unpacks the "boomer lifestyle subsidy" and the myth of the self-made success story, while RBC's Lucianna Adragna shares new poll findings on why parents hesitate to talk to their kids about money, and simple, everyday ways to build financial confidence at home. Portfolio manager Dan Bartolotti of PWL Capital offers a practical approach to helping family members without jeopardizing your own retirement, and certified financial therapist Erika Wasserman introduces her "MONEY" method for turning tense money talks into productive ones. Finally, author Jane Blaufus shares the sudden loss that inspired With the Stroke of a Pen and explains how "courageous conversations" and a clear plan can protect the people you love. Honest, practical, and full of heart, this is your guide to making money talk a normal part of family life.
To find out more about the guests check out:
- Lindsey Stanberry: thepurse.con | Instagram
- Lucianna Adragna: X | Facebook | Instagram
- Erika Wasserman: yourfinancialtherapist.com | Instagram
- Jane Blaufus: janeblaufus.com | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
In this Best Of episode of Moolala: Money Made Simple, host Bruce Sellery explores the powerful connection between money and mental health. ADHD coach Leanne Gawley explains why budgeting feels different for neurodivergent brains and shares practical tips for managing impulse spending, time blindness, and financial overwhelm. Deloitte psychologist and behavioural scientist Michelle Hilscher reveals how scammers weaponize psychology, using urgency, FOMO, and false intimacy, and how to protect yourself and loved ones. Licensed insolvency trustee Rob Kilner discusses how debt load affects sleep, relationships, and overall well-being, and why simply talking about it is the first step toward relief. Mental well-being advocate Olga Morawczynski, co-founder of Heal3, puts a real dollar figure on burnout and the cost of ignoring your mental health. Finally, financial educator and author Kelly Keehn shares insights from her book Save Yourself, explaining how your money identity, and even AI tools, can help you take control of your financial future. Brought to you in part by Credit Canada.
To find out more about the guests check out:
- Leanne Gawley: leannegawley.ca | LinkedIn | Instagram | Facebook
- Michelle Hilscher: LinkedIn
- Rob Kilner: X | Facebook | Instagram
- Olga Morawcynski: heal-3.com | LinkedIn | LinkedIn(Olga)
- Kelley Keehn: kelleykeehn.com | Instagram | Facebook | Save Yourself
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
In this episode of Moolala: Money Made Simple, host Bruce Sellery digs into the money mistakes we all make and how to overcome them. Certified financial planner Hanna Horvath unpacks "friction maxxing," the trend of intentionally making spending harder (and saving easier) to curb impulse purchases. Financial coach Alana Abramsky of Broad Money walks through seven popular budgeting methods, the traditional and zero-based budgets, 50-30-20, goals-based, pay-yourself-first, spending caps, and the envelope system, and how to find the approach that actually fits you. Equifax Canada's Julie Kuzmic delivers a credit score reality check, explaining why recent credit history, unreported mortgages, and statement-period timing can quietly shape your score. And Larry Zelvin of BMO Financial Group reveals how criminals are using AI, from deepfakes to QR-code traps, plus practical steps to protect your money. Brought to you in part by Credit Canada.
To find out more about the guests check out:
- Hanna Horvath: Substack | Instagram | TikTok
- Alanna Abramsky: broadmoney.ca | Instagram
- Julie Kuzmic: X | LinkedIn
- Larry Zelvin: LinkedIn | Facebook | X | Instagram | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Theatres, symphonies, and galleries are the backbone of Canadian culture, so why can't many of them get a basic corporate credit card or line of credit? Jamie Bennett, consultant at Lord Cultural Resources, joins Bruce Sellery to expose the gap between arts organizations and Canada's financial services sector, explain why it's largely a problem of education and business language, and make the case for why a dedicated "bank for the arts" or at least a specialized banking vertical could change everything.
Connect with Jamie on Instagram and LinkedIn.
If you're struggling with debt you can't manage, a Licensed Insolvency Trustee (LIT) may be the most powerful resource you've never heard of. Caryl Newbery-Mitchell, Senior Vice President at MNP's Consumer Insolvency Practice, Canada's largest insolvency firm, explains what situations lead people to seek help, how a consumer proposal works, what an LIT can and can't do, and how to tell a legitimate trustee apart from the predatory debt advisors flooding social media.
Connect with Caryl on Facebook, Instagram, LinkedIn, YouTube, X, TikTok, and Reddit.
Alex Mayyasi, longtime contributor to NPR's Planet Money podcast, joins Bruce Sellery to talk about the new book Planet Money: A Guide to the Economic Forces That Shape Your Life. From the "Pickle Problem" at food banks to Argentina's failed BlackBerry factory, the economics of remote work, and the algorithm quietly running dating apps, Alex breaks down how everyday economic principles affect decisions we make at home, at work, and in love.
Find out more at alexayyasi.com and connect on Instagram, Gastronomics Podcast, Substack, and X.
What does economics have to do with food banks, dating apps, and the Canadian arts scene? In this episode of Moolala: Money Made Simple, host Bruce Sellery sits down with Alex Mayyasi, a longtime contributor to NPR's wildly popular Planet Money podcast and author of the new book Planet Money: A Guide to the Economic Forces That Shape Your Life. He is here **to unpack how economic principles touch everything from tariffs and remote work to the "stable marriage problem" behind dating apps. Then, Caryl Newbery-Mitchell, Senior Vice President at MNP's Consumer Insolvency Practice, breaks down exactly what a Licensed Insolvency Trustee (LIT) can and can't do to help Canadians tackle unmanageable debt, including how a consumer proposal works and how to spot predatory debt advisors online. Finally, consultant Jamie Bennett of Lord Cultural Resources makes a compelling case for why Canadian arts organizations desperately need better access to banking and what it would take to finally get them there.
To find out more about the guests check out:
- Alex Mayyasi: alexayyasi.com | Instagram | Gastronomics Podcast | Substack | X
- Caryl Newbery-Mitchell: Facebook| Instagram | LinkedIn | YouTube | X | TikTok | Reddit
- Jamie Bennett: Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Karen Holland, an economist and early financial educator and founder of Gifting Sense, introduces Spending Ed: Driver’s Ed for Money, a practical kit designed to help kids ages 10–15 build lifelong money habits before bad ones take hold. Using the familiar framework of a learner’s permit, Karen walks through mindful spending tools, trade-off exercises, and back-to-school budgeting strategies that parents can use without any personal finance expertise.
Find out more at giftingsense.org, connect on Instagram, and check out School’s Out. Time for Spending Ed: Driver’s Ed for Money!.
Financial journalist Alicia Adamczyk from The Purse shares insights from her ongoing Division of Labour series, which profiles real couples and how they navigate the daily split of childcare, household tasks, and finances. From stay-at-home dads to same-sex couples rewriting the rulebook, Alicia explores how gender norms still shape, and sometimes limit, the choices couples make at home.
Find out more at thepurse.co and connect on Instagram, and TikTok.
Author Stefanie O'Connell joins Bruce to unpack her data-driven book The Ambition Penalty, revealing how workplace culture tells women to lean in, then penalizes them for doing exactly that. From biased performance reviews to salary negotiation backlash and the "paradox of meritocracy," Stefanie explains why the problem isn't women's ambition, but the environments responding to it differently based on gender.
Find out more at tooambitious.substack and connect on Instagram, Threads, TikTok, LinkedIn, and check out The Ambition Penalty.
Why do ambitious women keep getting penalized at work even in 2026? In this episode of Moolala: Money Made Simple, host Bruce Sellery sits down with author Stefanie O'Connell to dig into her data-driven book The Ambition Penalty, which reveals how corporate culture tells women to step up and then pushes them back down through biased performance reviews, salary negotiation backlash, and the "paradox of meritocracy." Then, financial journalist Alicia Adamczyk from The Purse shares real-couple stories from her Division of Labour series, exploring how household responsibilities are (or aren't) being shared equally. Finally, Karen Holland, founder of Gifting Sense, walks us through Spending Ed: Driver's Ed for Money, a practical kit designed to give kids the money skills they need before they need them most.
To find out more about the guests check out:
- Stefanie O’Connell: Instagram | Threads | TikTok | LinkedIn | Substack | The Ambition Penalty
- Alicia Adamczyk: thepurse.co | Instagram | TikTok
- Karen Holland: giftingsense.org | School’s Out. Time for Spending Ed: Driver’s Ed for Money! | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Nearly 10 million Canadians have no access to a workplace retirement plan and the problem is most severe at small and mid-sized employers. Alex Mazer, co-founder and CEO of Commonwealth, joins Bruce to make the case for a Small Employer Retirement Plan Tax Credit: a federal incentive that could reduce the cost of setting up a group retirement plan by roughly 40% over three years, including up to $1,000 per employee in matching contribution credits. It's a policy proposal that could help close Canada's retirement savings gap and it may just appeal to politicians across the spectrum.
Find out more at commonwealthretirement.com and connect on LinkedIn.
For decades, buying a home was seen as the cornerstone of financial security in Canada. But with Toronto and Vancouver homes priced at 10 to 12 times the average family income, more Canadians are renting well into their 30s and 40s not by choice, but by necessity. Senior Desjardins economist Kari Norman discusses her recent study on the rise of the permanent renter, exploring the data behind affordability, the trade-offs between renting and owning, the lack of family-sized rental housing in major cities, and what a 27-year-old saving today should really be thinking about.
Connect with Kari on LinkedIn. Connect with Desjardins on LinkedIn, Instagram, and Facebook. Check out the study here Economics Study and Economics Study Registration.
Financial influencers are everywhere on TikTok, Instagram, and LinkedIn but how do you know if the advice they're sharing is accurate, unbiased, and actually right for your financial situation? Zainab Williams, founder and CEO of Fund Evolve, joins Bruce to walk through her Influencer Safety Score, an AI-powered tool that analyzes financial videos for red flags like sponsored bias, factual inaccuracies, and suitability gaps. Think of it as a food label for your financial content which helps you consume smarter and stay anchored to your true financial picture.
Find out more at fundevolve.com and connect on Instagram.
With crypto prices swinging wildly, many Canadians are sitting on gains or losses and aren't sure what to do next. Certified financial planner Jason Heath of Objective Financial Partners and Objective Tax and Accounting breaks down exactly how the CRA treats cryptocurrency: when profits are taxed as capital gains versus business income, how switching between coins triggers a taxable event, what to do with a capital loss, and why the lack of T-slips makes crypto reporting more complicated than most people expect. Whether you bought Bitcoin on a dip or mined your way to a windfall, Jason has the tax clarity you need.
Find out more at objectivefinancialpartners.com and connect on X, Facebook, and Instagram.
In this episode of Moolala: Money Made Simple, host Bruce Sellery tackles four pressing personal finance topics for Canadians. Certified financial planner Jason Heath breaks down the tax implications of cryptocurrency, including capital gains and losses, the risks of business income classification, and the importance of proper CRA reporting. Zainab Williams, founder of Fund Evolve, introduces her Influencer Safety Score, an AI-powered tool that helps Canadians evaluate the credibility and personal suitability of financial advice found on TikTok, Instagram, and beyond. Senior Desjardins economist Kari Norman explores the rise of the permanent renter in Canada, examining affordability data, wealth-building trade-offs, and why cities like Toronto and Vancouver are pushing more people to rent for the long term. Finally, Alex Mazer, co-founder and CEO of Commonwealth, makes the case for a Small Employer Retirement Plan Tax Credit which is a policy proposal designed to help the nearly 10 million Canadians who currently have no access to a workplace retirement plan.
To find out more about the guests check out:
- Jason Heath: objectivefinancialpartners.com | X | Facebook | Instagram
- Zainab Williams: fundevolve.com | Instagram
- Kari Norman: LinkedIn (Kari) | LinkedIn | Instagram | Facebook | Economics Study | Economics Study Registration
- Alex Mazer: commonwealthretirement.com | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Carol Willes, Director of Estate Planning at BMO Private Wealth, offers essential guidance for families navigating the financial complexities of caring for a child with a disability. She breaks down the Registered Disability Savings Plan (RDSP), a tax-sheltered account eligible for up to $70,000 in government grants, and explains when and why a Henson Trust is the right tool for passing on an inheritance without disqualifying a child from provincial benefits. Carol also shares a cautionary real-life story about a well-intentioned estate plan that went wrong, and what every parent in this situation needs to know before it's too late.
Connect with Carol on LinkedIn.
Chantel Chapman, CEO and founder of the Trauma of Money Institute, reveals the surprising and deeply personal ways that past trauma, including generational scarcity, relational wounds, and systemic stress, shows up in our financial behaviour. She introduces the concept of "financial fawning" (using money to seek approval and avoid abandonment), explains why scarcity triggers the same brain response as trauma, and shares why naming what's happening in a client relationship can be the single most powerful thing a financial professional can do.
Find out more at thetraumaofmoney.com and connect on Instagram with @chantelchapman, and @traumaofmoney.
Mischa Oak, LGBTQ+ keynote speaker and author of Rainbow Wisdom: 18 LGBTQ+ Life Lessons for Everyone, joins Bruce to explore why inclusion still matters in the modern workplace. Mischa shares how "thinking queerly" means breaking out of imposed boxes, the critical difference between fitting in and truly belonging, and how allies can "queer the space" in their daily interactions. He also explains why queer joy isn't just a cultural phenomenon; it's a proven driver of creativity, innovation, and organizational performance
Find out more mischaoak.com and connect on Instagram, TikTok, and LinkedIn.
In this episode of Moolala: Money Made Simple, host Bruce Sellery tackles three powerful conversations that connect identity, emotion, and financial well-being. First, LGBTQ+ keynote speaker and author Mischa Oak joins Bruce to discuss Rainbow Wisdom: 18 LGBTQ+ Life Lessons for Everyone, which explores queer joy as a workplace superpower, the difference between fitting in and truly belonging, and what real allyship looks like in practice. Then, Chantel Chapman, CEO and founder of the Trauma of Money Institute, unpacks how past trauma, from childhood poverty to generational scarcity, shapes our financial behaviours today, including a concept she calls "financial fawning." Finally, Carol Willes, Director of Estate Planning at BMO Private Wealth, guides parents caring for a child with a disability through the critical financial and legal tools available to them, including the RDSP, the Henson Trust, and the do's and don'ts of estate planning in these complex family circumstances.
To find out more about the guests check out:
- Mischa Oak: mischaoak.com | Instagram | TikTok | LinkedIn
- Chantel Chapman: thetraumaofmoney.com | Instagram: @chantelchapman @traumaofmoney
- Carol Willes: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Cherolle Prince, Director of Fraud and Identity Management at Equifax Canada, unpacks the alarming rise of first-party fraud — when individuals misrepresent their own identity or inflate their income to qualify for credit. With economic pressures pushing more Canadians to the financial edge, Equifax data shows first-party fraud is up over 30% year over year, doubling in both credit cards and banking. Cherolle explains how AI-powered detection tools and lender collaboration are fighting back, and why this growing trend ultimately tightens credit access for everyone — even those who play by the rules.
Connect on LinkedIn(Cherolle), X, Facebook, Instagram, YouTube, and LinkedIn(Equifax).
Ron Butler, principal broker at Butler Mortgage and host of the Angry Mortgage Podcast, breaks down exactly how home equity lines of credit work, the key differences between a HELOC and a traditional mortgage, and the real risks of using one to cover vacations, pay off credit cards, or fund rental properties. He also explains why a HELOC is a demand loan — meaning the bank can reduce or call it on just 24 hours' notice — and offers one simple self-assessment to determine whether you have the financial discipline to manage one responsibly.
Find out more at butlermortgage.ca and connect on X, Instagram, and Facebook.
Organizational psychologist Dr. Liane Davey explains the concept of "thoughtload" — the invisible drain on your performance caused by cognitive overload, emotional triggers, and depleted energy. She shares how to identify your overwhelm style (whirlwind, stickler, brooder, or rogue), why multitasking is counterproductive, and practical tools like three-tiered priority lists and dedicated "focus and forge" time blocks to help you work smarter, reduce anxiety, and replenish your energy reserves.
Find out more at lianedavey.com and connect on LinkedIn, YouTube, Instagram, Facebook, and X.
In this episode of Moolala: Money Made Simple, host Bruce Sellery tackles three pressing issues facing Canadians today. Organizational psychologist Dr. Liane Davey introduces the concept of "thought load" , an invisible tax on your performance and presence driven by rising cognitive demands, emotional triggers, and depleted energy reserves. Liane shares practical strategies to identify your overwhelm style and reclaim your focus. Then, Ron Butler, principal broker at Butler Mortgage and host of the Angry Mortgage Podcast, breaks down the pros and cons of home equity lines of credit (HELOCs), explaining how they work, when they make sense, and the critical difference between a mortgage and a demand loan. Finally, Cherolle Prince, Director of Fraud and Identity Management at Equifax Canada, reveals why first-party fraud, which is when individuals misrepresent their own financial information to qualify for credit, is surging at over 30% year over year, and what lenders and AI tools are doing to fight back.
To find out more about the guests check out:
- Dr. Liane Davey: lianedavey.com | LinkedIn | YouTube | Instagram | Facebook | X
- Ron Butler: butlermortgage.ca | X | Instagram | Facebook
- Cherolle Prince: LinkedIn(Cherolle) | X | Facebook | Instagram | YouTube | LinkedIn(Equifax)
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Licensed insolvency trustee and Spergel partner Rob Kilner joins Bruce to break down the explosive growth of Buy Now, Pay Later (BNPL) platforms and the serious financial risks they pose for Canadian consumers. Rob explains the concept of debt stacking of how small incremental payments across multiple accounts can quietly spiral into unmanageable debt and reveals that "interest-free" BNPL isn't truly free, as costs are typically baked into product pricing. He also shares what happens to BNPL debt in a consumer proposal and offers practical principles for using these platforms more responsibly.
Find out more at spergel.ca and connect on Facebook, X, Instagram and TikTok.
Leadership strategist and author Dan Pontefract joins Bruce to unpack the "age debt crisis": the organizational failure to plan for and value older workers and why a demographic shift from a bell-shaped to a bulb-shaped workforce means companies can no longer afford to ignore age. Dan explains why simply replacing experienced employees with AI is a dangerous short-term play, how companies like BMW and Unilever are rethinking age inclusivity in the workplace, and what both individuals and organizations need to do now to prepare for a world where working into your 70s and 80s is the new normal.
Find out more at danpontefract.com and connect on LinkedIn, YouTube, Instagram, Threads and TikTok.
Tim Hewson, CEO and co-founder of Legal Wills, joins Bruce to explore how estate planning has been transformed by the digital era. From cryptocurrency and social media legacy accounts to iPhoto libraries and frequent flyer miles that vanish at death, Tim explains what your executor needs to access, what can and can't be passed on to beneficiaries, and why every Canadian adult needs an up-to-date will. He also introduces the LifeLocker service that helps you document all your digital and financial assets, so nothing falls into a digital black hole.
Find out more at legalwills.ca and connect on Facebook, Instagram and LinkedIn.
In this episode of Moolala: Money Made Simple, host Bruce Sellery tackles three money and work topics you can't afford to ignore. Leadership strategist and author Dan Pontefract joins to discuss his new book The Future of Work is Grey, exploring the untapped value of older workers, the looming "age debt crisis," and why organizations that ignore aging demographics risk a $5.4 trillion knowledge loss. Then, Tim Hewson, CEO and co-founder of Legal Wills, breaks down how estate planning has evolved in the digital age from Bitcoin and frequent flyer miles to iPhoto libraries and legacy account holders and why every adult needs an up-to-date will. Finally, Licensed Insolvency Trustee Rob Kilner of Spergel reveals the real risks of Buy Now, Pay Later platforms, including debt stacking, hidden fees, and the psychological trap that keeps consumers spending without realizing it.
To find out more about the guests check out:
- Dan Pontefract: danpontefract.com | LinkedIn | YouTube | Instagram | Threads | TikTok
- Tim Hewson: legalwills.ca | Facebook | Instagram | LinkedIn
- Rob Kilner: spergel.ca | Facebook | X | Instagram | TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Certified financial planner Jackie Porter joins Bruce Sellery to make the case for financial awareness, a deeper, more actionable layer of understanding that goes beyond basic literacy. Jackie explains why knowing your cash flow, net worth, and financial blind spots is essential for both risk management and optionality: the freedom to make choices on your own terms. Through real client stories, she illustrates how this awareness can unlock the ability to take a year off, weather an unexpected job loss, or ensure your assets are used exactly the way you intend right up to the end of your life.
Find out more at askjackie.ca and connect on Instagram and LinkedIn.
After nearly 30 years as the personal finance columnist at the Globe and Mail, Rob Carrick has launched a new podcast, the FinDustry, co-hosted with Shannon Lee Simmons. Rob joins Bruce to talk about why he's turned his lens toward financial advisors themselves, how the industry has evolved on transparency and fees, and what clients should actually expect for their money. He also tackles the rise of advice-only planning, the challenge of decumulation in retirement, and whether AI is coming for the advisory profession.
Find out more at robcarrick.ca and connect on Substack, LinkedIn and X.
Heather Scoffield, CEO of the Canadian Tax Observatory, walks Bruce through new independent research on Canada's First Home Savings Account. While the program was designed to help young Canadians save for their first home, the data tells a more complicated story with higher-income earners are maxing out the account, older Canadians are taking advantage of the lack of age restrictions, and the Bank of Mom and Dad is quietly channeling wealth through the program. Heather weighs in on what a more progressive housing policy could actually look like.
Find out more at X, LinkedIn, and Substack.
Psychologist and Deloitte behavioural scientist Michelle Hilscher joins Bruce Sellery to explore the emotional mechanics behind financial scams. From manufactured urgency and false intimacy to overconfidence bias and the myth that education alone keeps you safe, Michelle breaks down why anyone, regardless of age, income, or savviness can fall victim. She also shares a practical framework for protecting yourself and having difficult conversations with loved ones you think may be at risk.
Connect with Michelle on LinkedIn.
In this episode of Moolala: Money Made Simple, Bruce Sellery explores the emotional and psychological tactics scammers use to manipulate their victims with psychologist and Deloitte behavioural scientist Michelle Hilscher. It’s all about unpacking why awareness alone isn't enough to protect you and what questions you should ask yourself before you click. Heather Scoffield, CEO of the Canadian Tax Observatory, shares eye-opening research on Canada's First Home Savings Account and who it's really benefiting. Rob Carrick discusses his new podcast The FinDustry, co-hosted with Shannon Lee Simmons, exploring the financial advisory industry from the inside. And certified financial planner Jackie Porter breaks down the difference between financial literacy and true financial awareness, including why understanding your cash flow and net worth could be the most powerful move you make for your financial future.
To find out more about the guests check out:
- Michelle Hilscher: LinkedIn
- Heather Scoffield: X | LinkedIn | Substack
- Rob Carrick: robcarrick.ca | Substack | LinkedIn | X
- Jackie Porter: askjackie.ca | Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Erin Bury, co-founder and CEO of Willful, shares why more Canadians are naming pet guardians and leaving money for their pets’ care. Bruce and Erin cover how pets are treated in Canada, what a cash gift or trust can look like, how to avoid family disputes by writing clear instructions, and practical details to document (vet info, meds, routines) so pets are cared for if something happens.
Find out more about Willful at willful.co and connect on Instagram, Facebook and LinkedIn. Connect with Erin on Instagram and LinkedIn.
Bruce speaks with Logan Gibson, founder and CEO of Kindly, about the growing reality of caregiving and the time and emotional load it puts on families. Logan explains how Kindly matches families with licensed social workers and provides navigation across planning and crisis moments, including legal/financial preparation, hospital transitions, and exploring home care and living options.
Find out more on kindly.ca and connect on LinkedIn.
Award-winning psychologist and author Dr. Robyne Hanley-Dafoe joins Bruce to break down the science of hope and why it’s different from optimism—especially when finances feel uncertain. They talk about hope as trust and agency (not an outcome), how small financial “wins” can reinforce healthier behaviors like saving, and why burnout and toxic positivity can block the spaciousness people need to move forward.
Find out more at drrobyne.ca and connect on Instagram, LinkedIn, and check out the Podcast.
In this episode of Moolala: Money Made Simple, Bruce talks with award-winning psychologist and author Dr. Robyne Hanley-Dafoe to explore the surprising connection between hope and money, and why hope isn’t just optimism, but a practical strategy rooted in trust, agency, and small financial “wins.” Bruce also speaks with Logan Gibson, founder and CEO of Kindly, about how families can navigate aging and caregiving with better planning and support, from legal/financial prep to crisis transitions. Plus, Erin Bury, co-founder and CEO of Willful, explains how (and why) more Canadians are including pets in their wills, including pet guardianship and what a cash gift or trust for ongoing care can look like.
To find out more about the guests check out:
- Dr. Robyne Hanley-Dafoe: drrobyne.ca | Instagram | LinkedIn | Podcast
- Logan Gibson (Kindly) : kindly.ca | LinkedIn
- Erin Bury: Instagram | LinkedIn
- Willful: willful.co | Instagram | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Credit Canada credit counsellor Brandon Thonson joins Bruce Sellery to unpack the current state of household debt in Canada, where consumers now owe $1.77 for every dollar earned. Brandon shares what he's seeing on the front lines, from people using debt to service debt, to mortgage renewals jumping 15–20%, to a 39% increase in counselling requests at Credit Canada. He identifies the warning signs that debt is becoming unmanageable, explains what to expect during a credit counselling session, and outlines solutions, including debt consolidation programs, conversations with financial institutions, and Credit Canada's GOLD coaching program. A compassionate, no-judgment conversation about taking control of your finances.
Find out more at creditcanada.com and connect on Facebook, X, LinkedIn, Instagram, YouTube and TikTok.
Licensed insolvency trustee Joshua Harris, CEO of Harris & Partners, joins Bruce Sellery to break down what makes debt uniquely challenging for seniors in Canada. They discuss the realities of living on a fixed income from CPP and OAS, how ageism limits earning potential, and the critical difference between consumer proposals and bankruptcy filings. Joshua explains which assets are protected, including the fact that government pensions are non-garnishable, addresses common fears about losing your home, and shares what happens to debt when a person passes away. If you're a senior dealing with debt or love someone who is, this is essential listening.
Find out more at harrisandpartnersinc.com and connect on LinkedIn and Facebook.
Award-winning Toronto Star journalist Moira Welsh joins Bruce Sellery to discuss her new book The Astonishing Lives of Older Women: How to Create Pleasure Over Peril in the Age of Peak Longevity. Moira shares powerful real-life stories of women in their 70s, 80s, and beyond who are struggling financially, from a woman who lived in her car for nine months to another who went from a yacht club lifestyle to a trailer park. They explore how divorce, the wage gap, and the motherhood penalty leave women vulnerable in later life, and discuss innovative solutions like communal living that are helping women regain stability, community, and hope.
Connect with Moira on Instagram, LinkedIn, X, and Bluesky.
In this episode of Moolala: Money Made Simple, Bruce explores the intersection of money, gender, and aging with three expert guests. Award-winning Toronto Star journalist Moira Walsh shares powerful stories from her new book The Astonishing Lives of Older Women, revealing how divorce, the wage gap, and the motherhood penalty leave women financially vulnerable in their later years and how communal living is offering a lifeline. Then, licensed insolvency trustee Joshua Harris (CEO, Harris & Partners) breaks down the debt relief options available to seniors, including consumer proposals, bankruptcy filings, and what's actually protected from creditors. Finally, Credit Canada credit counsellor Brandon Thonson unpacks the state of Canadian household debt, now at $2.6 trillion, and shares the warning signs that it may be time to seek help. Whether you're planning for retirement or supporting someone who's struggling, this episode is packed with real talk and real solutions.
To find out more about the guests check out:
- Moira Walsh: Instagram | LinkedIn | X | Bluesky
- Joshua Harris: harrisandpartnersinc.com | LinkedIn | Facebook
- Brandon Thonson: creditcanada.com | Facebook | X | LinkedIn | Instagram | YouTube | TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Vikki Brown lays out common cross-border scenarios (inheritances, property sales, pensions) and the simplest ways to transfer funds. They compare big bank cross-border setups with fintech tools like Wise, explain how FX fees are often built into rates, and cover large-transfer strategies like wiring to a Canadian USD account or using Norbert’s Gambit—plus what to consider around timing and possible tax complications.
Find out more at moderncents.ca and connect on LinkedIn and Instagram.
Credit Canada’s Himank Bhatia, certified Credit Counsellor and Financial Coach, discusses what debt looks like in real life right now: payday loan spirals, divorce-driven debt, sports betting debt, and higher-income households living in “fragile luxury.” He explains how fear and shame keep people stuck, why minimum payments create an interest trap, and how support and structured plans (including options to freeze interest) can help people get out of debt.
Check out Credit Canada on Instagram, Facebook, YouTube X, and TikTok.
Jonathan Bennett shares what business owners often don’t anticipate: selling can feel like letting go of a big part of your identity. He talks about the grief-like emotional curve, what can go wrong when founders don’t fully “let go,” and why taking intentional time after a sale can help avoid rebound decisions and set up a healthier next chapter.
Connect with Jonathan on LinkedIn.
Barry Choi explains why credit card travel insurance is never one-size-fits-all. Coverage can change based on your age, health, trip length, and even how you booked (including using points). They dig into where credit card insurance can be helpful, where it can be misleading, and why rental car coverage can have gaps, such as low coverage caps and no liability protection.
Connect with Barry on Instagram.
Planning a trip and counting on your credit card for travel insurance? Personal finance and travel expert Barry Choi breaks down what credit card travel insurance may cover (and where it can fall short), including key "it depends" factors like age, pre-existing conditions, how you paid (cash vs points), rental car coverage limits, and why standalone policies can be stronger. Then, executive advisor Jonathan Bennett from Clearly Then explores the emotional realities of selling a business: identity, grief, and how to prepare for the "now what?" after an exit. Next, Credit Canada’s certified credit counsellor and financial coach, Himank Bhatia, shares the most common debt stories he hears, from payday loan spirals and divorce-related debt to sports betting and the rising cost of living, and why shame and isolation can be the biggest obstacles to getting help. Finally, certified financial planner Vikki Brown from Modern Cents explains practical ways to move money from the US to Canada, compares banks vs. fintech options like Wise, and outlines what to watch for with exchange rates, fees, Norbert’s Gambit, and potential tax considerations.
To find out more about the guests check out:
- Barry Choi: Instagram
- Jonathan Bennett: LinkedIn
- Himank Bhatia: Instagram | Facebook | YouTube | X | TikTok
- Vikki Brown: moderncents.ca | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Mortgage delinquency is often measured by payments that are 90 days overdue, but mortgages are usually the last debt people fall behind on. CMHC’s Aled ab Iorwerth explains the broader risks of Canada’s high household debt levels and the early indicators that financial stress may be building.
Connect on LinkedIn, YouTube, Instagram, X and Facebook.
Unsubscribes, insurance hassles, forms, and passwords are a modern time-suck. Chris Colin explains the “admin night” idea, the simple rules that make it work, and how community and time-boxing can help people finally get those nagging tasks done.
Find out more at chriscolin.com and connect on Bluesky and Instagram
The promise of AI is fast answers, but tax rules are personal and easy to misapply. Anita Balakrishnan shares what accountants are seeing, the types of errors that show up most often, and why complex situations still need a real professional double-check.
Find out more at thelogic.co and connect with Anita on LinkedIn.
Canada’s filing system is largely voluntary, but millions of Canadians still do not file each year. Jennifer Robson explains how auto-filing could work, who it is designed to help first, and why filing is often the “gateway” to benefits like GST credits, child benefits, and other supports.
Connect with Jennifer on LinkedIn and Bluesky.
AI tools can be helpful, but when it comes to taxes, they can also be confidently wrong. In this episode of Moolala: Money Made Simple, Bruce Sellery talks with Jennifer Robson, Associate Professor, Carleton University, about the federal government’s SimpleFile initiative and how automatic tax filing could help more Canadians file returns and unlock benefits. Then Anita Balakrishnan, Reporter at The Logic, breaks down why accountants are increasingly seeing AI-generated tax mistakes and what to watch for before relying on tools like ChatGPT. For a lighter take on grown-up chores, Chris Colin, Journalist at the Wall Street Journal, explains how hosting an “admin night” can make boring tasks less painful. Finally, Aled ab Iorwerth, Deputy Chief Economist at CMHC, shares key context on mortgage delinquencies and the early warning signs that a household may be heading into financial distress.
To find out more about the guests check out:
- Jennifer Robson – Associate Professor, Carleton University: LinkedIn | Bluesky
- Anita Balakrishnan – Reporter, The Logic: thelogic.co | LinkedIn
- Chris Colin – Journalist (Wall Street Journal contributor): chriscolin.com | Bluesky | Instagram
- Aled ab Iorwerth – Deputy Chief Economist, CMHC: LinkedIn | YouTube | Instagram | X | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Parents supporting adult children is common, but often hidden. Lindsey Stanberry reframes it as a “boomer lifestyle subsidy” and explores why people stay quiet, how childcare and education support can be as powerful as a cheque, and how being more open can reduce shame, comparison, and confusion.
Find out more on thepurse.co and connect on Instagram.
Signing a lease can feel like reading fine print you’re expected to ignore, but the stakes are high. Lawyer Lisa Mackie explains the key terms renters should understand, common red flags, what landlords can and cannot ask for, and how provincial rules, municipal bylaws, and federal protections (like privacy and human rights) shape your rights.
Find out more on ahbl.ca and connect on LinkedIn(ahbl) and Instagram(ahbl). Connect with Lisa on LinkedIn.
Doug Hoyes breaks down what the latest bankruptcy study shows: higher balances, more creditors, and growing strain that is increasingly structural rather than tied to one crisis event. They unpack the impact of inflation, housing costs, and why people should reach out for help early, before high-interest borrowing makes the math impossible.
Find out more on hoyes.com and connect on X.
It’s never been easier to spend money, and that “one click” convenience is quietly reshaping our budgets. In this episode, Bruce explores friction maxing with certified financial planner and money psychology expert Hanna Horvath, including practical ways to slow down impulse purchases and make saving more automatic. Then, insolvency trustee Doug Hoyes breaks down what his firm is seeing in Canada’s latest bankruptcy study, from higher balances and more creditors to mounting pressure from food costs, unemployment, and housing. Next, Lindsey Stanberry (The Purse) tackles the taboo topic of parents supporting adult children, and why more transparency around the “bank of mom and dad” matters. Finally, lawyer Lisa Mackie shares what renters should know before signing a lease, including key terms, red flags, and how laws at different levels of government shape your rights.
To find out more about the guests check out:
- Hanna Horvath: Substack | Instagram | TikTok
- Doug Hoyes: hoyes.com | X
- Lindsey Stanberry: thepurse.co | Instagram
- Lisa Mackie: ahbl.ca | LinkedIn(ahbl) | Instagram(ahbl) | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Online shopping, tap-to-pay, and one-click checkout remove the pause that used to protect our budgets. Hanna Horvath explains “friction maxxing” and shares practical tactics to slow impulse buys, like deleting shopping apps, removing saved payment info, using a 24 - 48 hour waiting rule, and making saving and investing automatic.
Find out more on Substack and connect on Instagram and TikTok.
Wealth manager and author Geoff Saab (Low Risk Rules) makes the case for simpler, lower-cost, fully liquid investing, especially for entrepreneurs who are used to taking risks in business. They talk about the hidden cost of fees, why illiquidity can be dangerous, and why even pros cannot consistently predict market outcomes, making a disciplined long-term approach more reliable.
Find out more on Substack and connect on X.
Jon Shell, Chair of Social Capital Partners and a board member at Employee Ownership Canada, explains employee ownership trusts (EOTs) and how they allow employees to collectively own a privately held business through a trust. They cover what changed in 2024, why policy and tax incentives matter, how EOTs are financed, and what research from the US and UK suggests about performance, investment, and long-term incentives.
Connect with Jon on LinkedIn.
Wealthsimple’s David Mak explains how securities lending works for retail investors, including why someone would lend shares, what borrowers do with them, and how fees are set. Bruce asks the practical questions around risk, collateral, and whether lending affects your ability to sell, plus how stock lending has become more visible as retail investing grows.
Find out more at wealthsimple.com and connect on X, Instagram and Facebook.
Glassdoor career pivot strategist Janel Abrahami joins Bruce Sellery to unpack “career minimalism,” the trend of doing the bare minimum at work to make room for life outside the office. They discuss why it resonates with Gen Z and beyond, how it can be a seasonal strategy rather than a forever mindset, and what employees should understand about trade-offs like performance reviews, advancement, and income.
Find out more at janelabrahami.com and connect on Instagram, TikTok and LinkedIn.
What does career minimalism really mean, and why is it showing up in Gen Z work culture? Bruce Sellery speaks with Glassdoor career pivot strategist Janel Abrahami about the idea of doing the minimum at work to create space for health, family, and life outside the office, plus what this trend can look like for employees and employers. Then, Wealthsimple’s David Mak breaks down securities lending (stock lending), including how investors can potentially earn extra income by lending shares, what borrowers use those shares for, and how risk and collateral work. Next, Jon Shell from Social Capital Partners explains employee ownership trusts in Canada, how EOTs can help business owners transition succession to employees, and why employee ownership could strengthen communities and the Canadian economy. Plus, wealth manager and author Geoff Saab (Low Risk Rules: A Wealth Preservation Manifesto) shares why simple, low-fee, liquid investing can beat “prestige” products over the long run. Listen for practical takeaways you can use right now, whether you are building a career, growing a portfolio, or planning a business exit.
To find out more about the guests check out:
- Janel Abrahami: janelabrahami.com | Instagram | TikTok | LinkedIn
- David Mak: wealthsimple.com | X | Instagram | Facebook
- Jon Shell: LinkedIn
- Geoff Saab: Substack | X
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Divorce is emotionally and logistically overwhelming, which is exactly why insurance details can get missed. Farzana Damji, Senior Director at RBC Insurance, walks through the biggest pitfalls, including outdated beneficiaries, cancelling coverage too soon, and not discussing insurance during settlement conversations. They cover life insurance, disability, and critical illness, and the key questions newly single people should ask to protect financial stability.
Find out more at rbcinsurance.com and connect on LinkedIn (RBC) and Facebook (RBC). Connect with Farzana on LinkedIn.
Financial educator and author Kelley Keehn shares the core message of her book Save Yourself and why changing money outcomes often starts with changing your money story. Kelley and Bruce explore identity, shame, and the brain-based patterns that trip people up, plus how AI can help people get more honest, build awareness, and start rewriting the narrative that keeps them stuck.
Find out more at kelleykeehn.com and connect on Instagram, Facebook and check out Save Yourself.
Willpower is unreliable, especially in a world where spending is frictionless. CPA and author Robin Taub explains “situational agency,” the idea of designing your environment to make good money choices easier. Bruce and Robin dig into practical levers like paying yourself first, automating bills, and removing spending triggers so you can spend less, save more, and stick with habits that support your long-term goals.
Find out more at Substack and connect on LinkedIn and Instagram.
Tuition can be a major barrier for international students pursuing Canadian graduate programs. Shawn Good, President and CEO of Libro Credit Union, explains how Libro partners with leading business schools, including the Smith School of Business at Queen’s University, to offer financing and support. Shawn and Bruce discuss access, inclusion, and what it means to evaluate borrowers when traditional credit history is limited.
Find out more at libro.ca and connect on LinkedIn (Libro), Instagram (Libro) and Facebook (Libro). Connect with Shawn on LinkedIn and Instagram.
Willpower is a great idea, but it rarely holds up when money decisions get real. In this episode of Moolala: Money Made Simple, Bruce Sellery explores situational agency with CPA and author Robin Taub, breaking down how to design your environment so saving becomes easier and impulsive spending gets harder, from “pay yourself first” automation to removing digital spending triggers. Then, Farzana Damji (Senior Director, RBC Insurance) shares what divorcing couples need to know about life insurance, beneficiaries, and timing, including common mistakes that can create costly consequences. Plus, Shawn Good (President and CEO, Libro Credit Union) explains a financing option aimed at helping international students access high-cost Canadian business programs, and financial educator Kelley Keehn discusses Save Yourself and how identity, psychology, and even AI tools can help people change their relationship with money.
To find out more about the guests check out:
- Robin Taub: Substack | LinkedIn | Instagram
- Kelley Keehn: kelleykeehn.com | Instagram | Facebook | Save Yourself
- Farzana Damji: rbcinsurance.com | LinkedIn | LinkedIn (RBC) | Facebook (RBC)
- Shawn Good: libro.ca | LinkedIn (Libro) | Instagram (Libro) | Facebook (Libro) | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Artificial intelligence is reshaping financial services, and the biggest changes may be happening where you cannot see them. Bruce speaks with financial planner and fintech expert Jason Pereira about how AI can automate back-office work, improve self-serve tools, and help advisors spend less time on paperwork and more time coaching clients. Jason also explains why AI answers can still be wrong, what “good enough” tech adoption looks like inside massive institutions, and why open banking in Canada keeps lagging. If consumers ever get real control over their financial data, Jason says underwriting for mortgages, loans, and credit could become faster, more personal, and far less frustrating.
Connect with Jason on Facebook, X, and Instagram.
What’s different about money for queer people, and what can everyone learn from that perspective? Bruce talks with author Nick Wolny about Money Proud: The Queer Guide to Generate Wealth, Slay Debt, and Build Good Habits to Secure Your Future. They unpack how stress, identity, and life priorities shape financial decisions, why “minority stress” can affect everything from saving to emotional regulation, and how allies can show up with small check-ins that matter. Nick also shares the idea of the “golden cage,” where lifestyle inflation traps people in jobs they do not even like, and why building a sustainable, joyful life is a real personal finance strategy.
Find out more at nickwolny.com and connect on Instagram and X.
Pay transparency is rolling out across Canada, and it changes the job search in a big way. Bruce Sellery speaks with career coach and Mums at Work founder Allison Venditti about why posting salary ranges matters, how transparency can reduce the motherhood-driven gender pay gap, and what employers need to fix behind the scenes to avoid internal inequities. They also dig into return-to-office mandates and why they can push out top talent, especially women and caregivers, plus the biggest gaps in Canada’s parental leave system and the policy ideas Allison wants on the table next.
Find out more at thisismomsatwork.com and connect on Instagram and Facebook.
Pay transparency is becoming the law across Canada, and it is reshaping how people job hunt, negotiate, and get paid. Bruce Sellery talks with career coach and Mums at Work founder Allison Venditti about why salary ranges matter, how pay transparency can help close the motherhood-driven gender pay gap, and what employers need to get right as policies roll out. Then Bruce explores AI and personal finance with fintech expert Jason Pereira, from how automation is transforming bank back offices to how smarter client-facing tools could change the way Canadians manage money. Plus, author Nick Wolny joins to discuss Money Proud and what personal finance can look like through a queer lens.
To find out more about the guests check out:
- Allison Venditti: thisismomsatwork.com | Instagram | Facebook
- Nick Wolny: nickwolny.com | Instagram | X
- Jason Pereira: Facebook | X | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Life doesn't always go according to plan, and Marlene Chiarotto's story is a powerful reminder of why financial preparedness matters. As a CPA, Marlene thought she had her financial life under control—until she became a widow at age 42 with two children to support. In this segment, she discusses her book "Achieve Financial Freedom on Your Terms" and the profound lessons she learned about money, legacy, and values through this life-changing experience. Marlene shares practical wisdom about setting SMART goals, the 50/30/20 budgeting rule, and how to align your financial decisions with what truly matters to you. This conversation offers both tactical financial advice and the perspective that comes from navigating real hardship.
Find out more about Marlene on Facebook, LinkedIn and Instagram.
Buying or selling a home is one of the biggest financial decisions you'll make, and having the right realtor can make all the difference. Anne Alkok, broker of record at Wahi, shares expert guidance on how to select a realtor who's right for you and how to maximize that relationship. She discusses the important questions to ask potential agents, the value they provide throughout the process, and what you should expect from a professional real estate relationship. With statistics showing that only about 1 in 10 licensed realtors in the Toronto area sell at least one house per month, Anne's insights help you identify experienced professionals who can truly serve your needs.
Find out more at wahi.com and connect on Instagram
Medical students face unique financial challenges that most other professionals don't encounter. With average debt loads of $150,000 (and access to lines of credit up to $400,000), delayed earning years, and the complexities of running fee-for-service practices as sole proprietors, physicians need specialized financial education. Dr. Stephanie Zhou developed a groundbreaking financial literacy curriculum for medical students at the University of Toronto to address these exact issues. In this segment, she discusses the importance of understanding debt management, business fundamentals, and financial planning for those in the medical profession. If you're a medical student, physician, or simply interested in professional-specific financial education, this conversation offers valuable insights.
Find out more at physiciansficonference.com and connect on Instagram,| LinkedIn and YouTube.
Amanda Schultz, founder of Scene Change, knows firsthand how challenging it can be to pivot from the entertainment industry to corporate roles. After working as a TV producer on shows like Big Brother Canada, Amanda made the leap to corporate consulting and now helps other entertainment professionals do the same. In this conversation, she shares how skills like adaptability, project management, and storytelling are incredibly valuable in corporate settings, even if they don't appear that way on a traditional resume. Whether you're considering a career change or just curious about how to better communicate your transferable skills, this segment offers practical guidance and encouragement.
Find out more at scenechange.ca and connect on TikTok, Instagram and Facebook.
This episode explores money management across different career stages and industries. Amanda Schultz, founder of Scene Change, shares her journey from TV producer on shows like Big Brother Canada to corporate consulting, and how she's helping entertainment professionals translate their unique skills, like adaptability and project management, into other industries. Dr. Stephanie Zhou discusses her groundbreaking financial literacy curriculum for medical students at the University of Toronto, addressing the unique challenges physicians face with high debt loads (averaging $150,000), delayed earning years, and the complexities of running fee-for-service practices.
Bruce Sellery also speaks with Anne Alkok, broker of record at Wahi, about maximizing your relationship with a realtor and what to look for when choosing one for buying or selling your home. The episode concludes with CPA Marlene Chiarotto discussing her book "Achieve Financial Freedom on Your Terms" and the powerful lessons she learned about money, legacy, and values after becoming a widow at age 42. From career transitions to professional-specific financial education to major life changes, this episode covers essential money topics for wherever you are in your journey.
To find out more about the guests check out:
- Amanda Schultz: scenechange.ca | TikTok | Instagram | Facebook
- Dr. Stephanie Zhou: physiciansficonference.com | Instagram | LinkedIn | YouTube
- Anne Alkok: wahi.com | Instagram
- Marlene Chiarotto: Facebook | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
In our increasingly digital world, financial scams are becoming frighteningly sophisticated. Larry Zelvin, head of the Financial Crimes Unit at BMO Financial Group, exposes how criminals are weaponizing AI to commit fraud through deepfakes, phishing emails, and digital pickpocketing. Discover the warning signs of AI-enabled scams, why QR codes require extra caution, and what banks are doing behind the scenes to protect customers with voice recognition and fraud detection AI. Larry shares red flags to watch for, including urgency tactics, unusual payment methods, and deals that seem too good to be true, plus practical tips for protecting yourself when traveling, vetting suspicious websites, and defending against the latest fraud tactics. Essential listening for anyone who wants to stay one step ahead of scammers.
Find out more on LinkedIn, Facebook, X, Instagram and YouTube.
When a large sum of money arrives after a traumatic event, whether from a life insurance payout, civil settlement, or class action lawsuit, the emotional complexity can be overwhelming. Trauma therapist Shannon Moroney joins us to explore the intersection of money and trauma, addressing the shame, guilt, and fear that often accompany these windfalls. Learn why you should wait at least one year before making major financial decisions, how to view settlement money as a "pay forward" rather than payback, and strategies for making emotionally congruent decisions that align with your values. Shannon shares crucial insights on building trust with advisors, understanding your relationship with money, and using these funds to create meaning and security in your life while you're still healing.
Find out more at shannonmoroney.com and connect on Instagram.
What if managing money wasn't about willpower, but about working with your existing habits? Mike Michalowicz, author of The Money Habit, reveals a revolutionary approach to personal finance using multiple bank accounts as a modern envelope system. Discover how behavioral intercepts work, why debit cards are more powerful than credit card points, and how Parkinson's Law can help you spend less automatically. Mike shares his personal story of losing everything on Valentine's Day and the hard-earned wisdom that led to his transformation. Learn practical strategies for achieving cash confidence, managing debt, and navigating the financial seasons of your life, from recovery to funding to balance.
Find out more at mikemichalowicz.com and connect on Instagram and LinkedIn.
What if managing money wasn't about willpower, but about working with your existing habits? Mike Michalowicz, author of The Money Habit, reveals a revolutionary approach to personal finance using multiple bank accounts as a modern envelope system. Learn how to achieve cash confidence through behavioral intercepts, why debit cards beat credit card points, and how Parkinson's Law can help you spend less automatically. Plus, trauma therapist Shannon Moroney shares crucial insights on navigating financial windfalls that arrive after traumatic events—from life insurance payouts to civil settlements—and how to make emotionally congruent decisions about money when you're still healing.
In our increasingly digital world, financial scams are becoming frighteningly sophisticated. Larry Zelvin, head of the Financial Crimes Unit at BMO Financial Group, exposes how criminals are weaponizing AI to commit fraud through deepfakes, phishing emails, and digital pickpocketing. Discover the warning signs of AI-enabled scams, why QR codes require extra caution, and what banks are doing behind the scenes to protect you. From managing debt with behavioral psychology to protecting yourself from the latest fraud tactics, this episode delivers practical strategies for every stage of your financial journey. Whether you're building better money habits, processing a financial windfall, or defending against scammers, you'll find actionable advice to help you get a better handle on your money.
To find out more about the guests check out:
- Mike Michalowicz: mikemichalowicz.com | Instagram | LinkedIn
- Shannon Moroney: Instagram
- Larry Zelvin: LinkedIn | Facebook | X | Instagram | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Claudia Hepburn, CEO of Windmill Microlending, explains how her national charity helps skilled immigrants overcome financial barriers to professional accreditation in Canada. Windmill provides affordable micro-loans of up to $15,000 at just below prime rates, along with financial literacy training, career coaching, and mentorship to help newcomers challenge exams and get re-accredited in their fields. With the average client more than tripling their income after receiving support, Windmill is proving that removing financial obstacles can unlock tremendous potential for Canada's economy.
Connect on LinkedIn, Instagram and Facebook.
Writer, editor, and critic David Berry explores the complex relationship between art and money, revealing that less than 15% of artists throughout history have ever made a full-time living from their creative work. He discusses the importance of artists viewing themselves as their own patrons, finding sustainable day jobs that leave time for creativity, and overcoming the cultural stigma that thinking about money somehow poisons artistic expression. Berry emphasizes that passion alone won't sustain you when you go to bed hungry—managing money is essential to honoring your creative gift.
Find out more at thedavidberry.com and connect on Instagram.
Financial journalist and author Renée Sylvestre-Williams reveals the hidden financial penalties that single Canadians face, from shouldering housing costs alone to missing out on tax benefits like income splitting in retirement. She explains why building a strong support team—including lawyers, financial advisors, and friends—is critical for solo earners, and emphasizes the importance of estate planning and powers of attorney when you don't have a spouse to automatically inherit your assets or make decisions on your behalf.
Connect on Instagram and find out more on Substack and pick up The Singles Tax: No-Nonsense Financial Advice for Solo Earners
Financial educator and behavioral finance expert Preet Banerjee explains how artificial intelligence is transforming the financial services industry, from chatbots handling customer service to the promise of democratizing quality financial advice for everyday Canadians. He warns about the dark side of AI, including sophisticated hyper-personalized phishing scams targeting new employees, and shares practical strategies to protect yourself while using AI to fact-check financial advice and make smarter money decisions.
Connect on Instagram.
Artificial intelligence is reshaping how Canadians manage their money, but is it helping or hurting? Financial educator and behavioural finance expert Preet Banerjee reveals how AI is transforming financial services, from chatbots providing 24/7 customer support to the promise of democratizing quality financial advice for everyday Canadians. But there's a dark side: scammers are using AI to create sophisticated, hyper-personalized phishing attacks that can drain your bank account before you realize what's happened. Preet shares practical strategies to protect yourself while leveraging AI's benefits, and explains why adding friction to your spending decisions might be the smartest financial move you can make. Then, financial journalist Renée Sylvestre-Williams tackles the hidden costs of being single in Canada, from higher housing costs to retirement anxiety, and why building a strong support team is more critical than ever for solo earners.
The episode continues with writer David Berry discussing his book on how artists navigate the often-contradictory relationship between creative expression and financial survival, revealing why most successful artists throughout history never made a full-time living from their art alone. Finally, Claudia Hepburn, CEO of Windmill Microlending, explains how her national charity is helping skilled immigrants overcome the financial barriers to professional accreditation in Canada through affordable micro-loans of up to $15,000. With the average client more than tripling their income after receiving support, Windmill is proving that small financial interventions can create life-changing opportunities for newcomers ready to contribute their skills to the Canadian economy.
To find out more about the guests check out:
- Preet Banerjee: Instagram
- Renée Sylvester-Williams: Instagram | Substack | The Singles Tax: No-Nonsense Financial Advice for Solo Earners
- David Berry: thedavidberry.com | Instagram
- Claudia Hepburn: LinkedIn | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
ADHD coach and former CFO Leanne Gawley joins Credit Canada facilitator Kelly Cowan to explore how ADHD affects financial management. She explains how ADHD brains are wired for immediate dopamine hits versus delayed gratification, leading to impulse buying driven by instant gratification, lack of impulse control, and FOMO (fear of missing out). Leanne discusses "time blindness"—where the future doesn't feel like now—and why deadline-driven completion is so common. She shares practical strategies including breaking budgets into 10-minute segments, implementing waiting periods (2-24 hours) before purchases, and asking support partners the key question: "How can I best support you?" Resources available through the Canada ADHD Society can provide additional support.
Find out more at leannegawley.ca and connect on LinkedIn, Instagram and Facebook.
Simon Brascoupe introduces "Braiding Mind, Body, and Spirit," a culturally relevant financial wellness resource developed with Prosper Canada and the Aboriginal Financial Officers Association of Canada. Using the braiding metaphor, the resource addresses Mind (financial tools and knowledge), Body (protection strategies), and Spirit (holistic teachings). Simon discusses how the resource helps address "sudden wealth syndrome" when receiving lump sum payments, and includes activities like "Coloring My Dreams" for visualization, "My Money is Medicine" for reframing money as a positive force, and financial wellness journaling. He also highlights the challenge of limited bank access in Indigenous communities, with only three to four First Nations in Ontario having banks.
Connect with Simon on Instagram.
Lisa MacIntyre-Smith, CEO of Furble, explains why veterinary care costs are rising faster than standard inflation due to staffing shortages, medication supply issues, and advanced diagnostic equipment. With 50% of pet parents now skipping vet visits due to costs, Lisa introduces a solution: prescription medications delivered directly to homes at reduced costs compared to veterinary clinics. Many pet owners don't even realize their vet has written prescriptions for medications like flea and tick prevention, which can be filled through pharmacy partners at significant savings.
Find out more at furble.com and connect on Instagram and X/Twitter.
Personal finance columnist Lesley-Anne Scorgie shares the three key indicators that it's time to break up with your financial advisor: poor communication, underperformance against benchmarks over seven years, and an inability to think holistically about your finances. She explains how to request a "total household rollup performance report" to evaluate your advisor's true performance, how fee structures like 2%+ MERs make it harder to meet benchmarks, and why many advisors are now lowering fees to compete with robo-advisors. Lesley-Anne also walks through the surprisingly simple logistics of transferring assets to a new advisor and provides scripts for having that difficult conversation.
Find out more at mevest.ca and connect on Facebook, Instagram and X/Twitter.
Sometimes breaking up is the right thing to do, even with your financial advisor. Lesley-Anne Scorgie, personal finance columnist at the Toronto Star and founder of MeVest, shares the red flags that signal it's time to move on, from poor communication and underperformance to misaligned fees. She explains how to evaluate your advisor using a "total household rollup performance report," compare results against seven-year benchmarks, and navigate the surprisingly simple logistics of switching advisors. Plus, Lisa MacIntyre-Smith, CEO of Furble, discusses why pet care costs are outpacing inflation and how Canadians can access more affordable veterinary medications through pharmacy partners instead of clinic dispensing.
Simon Brascoupe introduces "Braiding Mind, Body, and Spirit," a culturally relevant financial wellness resource for Indigenous communities that addresses sudden wealth syndrome, protective planning, and holistic money management through teachings and journaling. Then, ADHD coach Leanne Gawley joins Credit Canada facilitator Kelly Cowan to explore how ADHD affects financial management, from dopamine-driven impulse buying and time blindness to budget overwhelm. Leanne shares practical strategies like breaking tasks into 10-minute segments, using accountability buddies, and implementing waiting periods before purchases to help neurodivergent individuals build healthier money habits.
To find out more about the guests check out:
- Lesley-Anne Scorgie: mevest.ca | Facebook | Instagram | X/Twitter
- Lisa MacIntyre-Smith: furble.com | Instagram | X/Twitter
- Simon Brascoupe: Instagram
- Leanne Gawley: leannegawley.ca | LinkedIn | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
To close the show, Bruce speaks with Michelle Pannor Silver, professor at the University of Toronto and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age. They connect physical health, longevity and money, reframing the body as a key resource that affects retirement costs, healthcare spending and quality of life. Michelle shares insights from elite athletes and everyday older adults who are in the best shape of their lives, practical tips for staying active as we age (including small daily habits and mindset shifts), and why aging doesn’t have to mean deteriorating – especially if we “invest” in our bodies with the same intention we bring to our finances.
Find out more at michellepannorsilver.com
Bruce welcomes CPA and author Maya Corbic to talk about her book From Piggy Banks to Stocks, a kid-friendly guide to investing and financial literacy. Maya explains why saving alone isn’t enough to build wealth, how to teach kids about inflation and compound interest, and why simple tools like index funds and ETFs can help families invest for the long term. She shares how parents can learn alongside their children, use real brands kids already know (like tech and entertainment companies) to make investing relatable, and give kids safe “hands-on” experience with markets so they grow up confident, informed investors.
Connect with Maya on Instagram, Facebook and X/Twitter.
In this segment, Bruce dives into new research from Home Equity Bank with chief financial commentator Pattie Lovett-Reid on financial literacy among women aged 55+. They explore why many older women rate their money confidence lower than men, how old taboos about talking about money still linger, and why “Plan B” thinking is essential for retirement and widowhood. Pattie shares stories from her 92-year-old mother, discusses the realities of aging in place, reverse mortgages, and single-income retirement, and offers practical steps for women to build confidence, define wealth on their own terms, and take ownership of their financial future.
Connect with HomeEquity Bank on Instagram, Facebook and LinkedIn. Also connect with Pattie on Instagram and check out the HerMoneyMatters episode on YouTube.
Bruce talks with Laurie Fox, campaign director of Willpower, about how Canadians can use their wills to leave a powerful charitable legacy without shortchanging their families. They discuss why only about 10% of Canadians currently include a charity in their will, how even 1% of an average estate can become a five-figure gift, and the significant tax benefits of gifting through your will – including donating securities and reducing or even eliminating estate taxes. Laurie also shares tips on choosing charities, doing due diligence, and keeping your legacy gift flexible so it can have the greatest impact over time.
Connect with Laurie on Instagram, Facebook and LinkedIn.
This episode of Moolala: Money Made Simple with host Bruce Sellery spans every age and stage of your financial life. Bruce starts with wills and legacy giving, speaking with Laurie Fox, campaign director of Willpower, about how more Canadians are choosing to leave a charitable gift in their will – and why even 1% of your estate can create a meaningful, tax-efficient legacy while still putting family first. Then he dives into new research from Home Equity Bank with chief financial commentator Pattie Lovett-Reid, unpacking what older women say about their financial literacy, fears about outliving their money, and the realities of aging in place on a fixed income.
Next, Bruce turns to the kids’ table with Maya Corbic, CPA, author of From Piggy Banks to Stocks, on how parents can teach children the basics of investing, compound interest, and long-term wealth building in a way that’s fun and non-intimidating. Finally, he explores why your body is one of your most important financial assets with Michelle Pannor Silver, professor at the University of Toronto and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age. Together, they connect physical health, longevity, and mobility to the money choices you make today – from retirement planning to healthcare costs and quality of life in your older years.
To find out more about the guests check out:
- Laurie Fox: Instagram | Facebook | LinkedIn
- Pattie Lovett-Reid: Instagram | YouTube Episode
- HomeEquity Bank: Instagram | Facebook | LinkedIn
- Maya Corbic: Instagram | Facebook | X/Twitter
- Michelle Pannor Silver: michellepannorsilver.com
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
To wrap up the episode, Bruce interviews Didier Lavallée, CEO of Calgary-based Tetra Digital, about Stablecoin, a type of cryptocurrency designed to maintain a stable value. Didier breaks down what Stablecoin is, how it’s backed by traditional dollars, and why it can move money globally in seconds at very low cost. He also talks about regulation, how Stablecoin differs from volatile crypto like Bitcoin, and what everyday Canadians might see in the next decade—from cross-border payments to digital dollars built into everyday apps.
Connect with Didier on LinkedIn and find out more with Tetra Digital on LinkedIn.
Bruce speaks with Lucianna Adragna, Vice President of Client Segments at RBC, about new research on how Canadian parents feel about talking to their kids about money. Lucianna shares why so many parents lack confidence, how their own financial stress holds them back, and why waiting for “big life moments” to start the conversation is a missed opportunity. She offers practical ways to weave money lessons into everyday life—at the grocery store, with allowances, and with simple save/spend/give systems—so kids can learn healthy habits long before they move out on their own.
Connect on X/Twitter, Facebook and Instagram.
In this segment, Bruce is joined by Julie Kuzmic, Head of Consumer Advocacy and Compliance at Equifax Canada, to unpack the light bulb moments around credit scores. Julie explains why being a secondary cardholder can leave you with no recent credit history, how buy now–pay later and payday loans might show up on your report, and why your utilization at statement time can drag your score down even if you pay in full. She also covers how long negative items like collections stay on your file, what can cause your score to rebound quickly, and why checking your credit report regularly is essential.
Connect with Julie on X/Twitter and LinkedIn.
Bruce Sellery talks with personal finance expert and author Preet Banerjee about the “light bulb moment” that changed his money life as a teenager: automatic savings and the astonishing power of compound interest. Preet walks through simple examples that show why starting early matters more than saving perfectly, how small increases in your contributions can more than double your nest egg, and why high-interest credit card debt is compounding working against you. If you’ve ever wondered whether those online calculators are “too good to be true,” this segment will flip the switch.
Connect with Preet on Instagram.
In this episode we dive into the powerful “light-bulb moments” that can transform the way you manage your money. Bruce Sellery speaks with personal finance expert Preet Banerjee, who shares the compounding insight that changed his financial life at age 16—plus the surprising math behind why starting early matters far more than saving perfectly. Then, Bruce talks with Julie Kuzmic of Equifax Canada, who explains the often-misunderstood mechanics of credit scores, from utilization timing to how collection accounts really work.
Later, RBC’s Lucianna Adragna joins to unpack new research on why parents struggle to talk to their kids about money, and how to make financial lessons part of everyday life. The episode wraps with Didier Lavallée of Tetra Digital, explaining what Canadians need to know about Stablecoin, why it’s gaining popularity, and how blockchain-enabled digital dollars may shape our financial future. A packed, practical episode full of insights to help Canadians make smarter, more confident money decisions.
To find out more about the guests check out:
- Preet Banerjee: Instagram
- Julie Kuzmic: X/Twitter | LinkedIn
- Lucianna Adragna: X/Twitter | Facebook | Instagram
- Didier Lavallée: LinkedIn
- Tetra Digital: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
In this episode of Moolala: Money Made Simple, Bruce dedicates a full hour to personal finance legend David Chilton, author of The Wealthy Barber. Nearly four decades and millions of copies later, Chilton has fully updated his Canadian classic for a new generation facing soaring housing costs, ubiquitous credit and constant social-media-fueled temptation. He shares the story behind the original book, why he chose a barbershop narrative, how he self-published before it was cool, and what really happened when Canada Trust and Costco helped turn The Wealthy Barber into a phenomenon. Bruce and David also talk about family, travel, homeschooling, and what it was like for his kids to grow up with “the Wealthy Barber guy” as their dad.
Then, they dig into the money lessons that still matter most: paying yourself first, crushing high-interest debt, using spending summaries to spot the leaks, and why car costs are quietly wrecking so many budgets. David explains how small daily changes can add up to fully funding a TFSA, why side hustles can be a game-changer, and how high-fee products still undermine long-term returns. He also looks ahead to the future of money, from AI and employment to open banking, and shares the one change he wishes every Canadian would see: practical, engaging financial education for teens that actually sticks.
Find out more check out thewealthybarber.com and connect on Instagram, Facebook, YouTube, TikTok, LinkedIn, and X/Twitter.
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Investment coach Aman Raina shares his personal story supporting a parent with dementia and outlines signs it may be time to help: compulsive calls, unpaid bills, or social withdrawal. He offers a compassionate playbook: start with check-ins, get power of attorney in place, organize key documents and accounts, and understand bank rules so you’re acting on-side. For adult children juggling careers and families, Aman’s framework reduces overwhelm and helps you move from awkward conversations to concrete steps that safeguard your parents’ money and their dignity.
Find out more on agingparentsfinance.com and connect on Threads, BluSky and LinkedIn.
Portfolio manager Matt Ardrey demystifies the RRSP-to-RRIF conversion: when it must happen, how minimum withdrawals are calculated, and ways to avoid common pitfalls like OAS clawback and large end-of-life tax bills. He covers in-kind transfers (to fund a TFSA or non-registered account without selling), coordinating multiple RRIFs, and building a portfolio that reliably generates income so you’re not forced to sell at a loss. Practical, Canadian-specific guidance to make decumulation smoother and more tax efficient for the long haul.
Connect on X/Twitter and LinkedIn.
TikTok creator Claudia Gleason walks through her simple, transparent payday routine, starting with the pay amount, then allocating to emergency savings, rent, debt paydown, and goal buckets like travel. She explains using multiple high-interest savings accounts (or labeled buckets) to keep goals visible, how she leaves herself a realistic biweekly spend, and why public accountability helps habits stick. You’ll learn a flexible framework you can copy in minutes (no investing degree required) plus ideas for prioritizing funds when life changes (moving, big purchases) without abandoning long-term goals.
Find Claudia on TikTok and connect on Instagram.
Willful CEO Erin Bury explains the real-world costs of dying without a will - court delays, guardianship decisions for children, and extra legal fees and why powers of attorney for personal care and finances matter just as much. She debunks the “old or rich” myth, shows how modern online Will tools make it fast, affordable, and updatable, and shares the life events that should trigger action (kids, marriage/divorce, buying a home). Plus: tips for choosing an executor, organizing passwords and account lists, and why “progress over perfection” protects your family now.
Connect with Willful on Instagram and X/Twitter. Connect with Erin on Instagram and X/Twitter.
This week on Moolala: Money Made Simple, Bruce Sellery explores the “light bulb moments” that change how we manage money, starting with wills and estate planning. Willful CEO Erin Bury explains why every Canadian adult should have a will and powers of attorney, how today’s online tools make it fast and affordable, and what really happens to your family if you don’t. Then creator Claudia Gleason breaks down her viral payday routine on TikTok: biweekly budgeting, naming savings buckets, and balancing emergency funds with fun money—so you can borrow the parts that fit your life. Next, Matt Ardrey from TriDelta Private Wealth, demystifies the RRSP-to-RRIF conversion: minimum withdrawals, tax implications, in- kind transfers, and portfolio tips for sustainable retirement income. Finally, investment coach Aman Raina shares practical signs it may be time to help your parents with their finances, plus steps to make that conversation and the paperwork easier.
To find out more about the guests check out:
- Erin Bury: Instagram | X/Twitter
- Willful: Instagram | X/Twitter
- Claudia Gleason: TikTok | Instagram
- Matt Ardrey: X/Twitter | LinkedIn
- Aman Raina: agingparentsfinance.com | Threads | BluSky | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Jonathan Hackett, Head of Sustainable Finance at BMO, explains how the bank’s Indigenous Bond channels capital to Indigenous-owned businesses, community infrastructure, and on-reserve lending while meeting institutional investor demand for measurable social impact. We dig into how these bonds differ from “plain vanilla” debt, why supply and long-term holding matter, and what retail investors can realistically do (think sustainable bond funds). Plus: a candid look at risk management, data, and why doing the homework often leads to lower loan losses and better long-term outcomes.
PWL Capital Portfolio manager, Dan Bartolotti, walks through how to support parents or relatives in financial trouble without sinking your own plan. We discuss assessing whether you can help via a real financial plan (not back-of-the-envelope), setting clear boundaries to avoid enabling overspending, and deciding when “strings attached” make sense. You’ll hear best practices for sibling coordination, navigating incomplete info or embarrassment, and preparing for cognitive decline with tools like trusted contacts and powers of attorney.
Fee-only planner and author Shannon Lee Simmons shares the formative experience that shaped her approach to rainy-day money and why the act of saving beats chasing a perfect number. We cover how to size an emergency fund based on your income risk (entrepreneur vs. salaried), the psychology of having cash on hand to avoid debt, and a pragmatic target: cover core bills and groceries for at least one cycle. You’ll learn how to protect your sleep at 3 a.m., keep “mad money” untouchable, and build a buffer that fits your real life, not someone else’s rule of thumb.
Connect with New School of Finance on Instagram and connect with Shannon on Instagram.
In this episode of Moolala: Money Made Simple, host Bruce Sellery explores the “lightbulb moments” that change how we handle money. Fee-only planner and author Shannon Lee Simmons shares the personal story that shaped her approach to emergency funds, why the act of saving matters more than a magic number, how to tailor the size of your fund to your risk and income, and practical ways to avoid sliding into debt when life throws a curveball. Then, portfolio manager Dan Bartolotti of PWL Capital tackles a thorny topic: helping parents or loved ones financially. He lays out clear steps to decide if and how you can help without jeopardizing your own retirement, set healthy boundaries, and navigate family dynamics with transparency.
Plus, Jonathan Hackett, Head of Sustainable Finance at BMO, explains the bank’s Indigenous Bond - how sustainable debt can channel capital to Indigenous businesses and communities. Finally, certified death doula Michelle Leray demystifies end-of-life support and connects it to estate planning and family conversations you should start now.
Subscribe, review, and share to help more Canadians get confident about their money.
To find out more about the guests check out:
- Shannon Lee Simmons: Instagram
- New School of Finance: Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Becky Western-Macfadyen, Manager of Financial Coaching and Education of Credit Canada, introduces EASE (Economic Abuse Support and Empowerment), a program designed to help survivors of intimate-partner violence recover financially. She explains how economic abuse damages credit and confidence, and how trauma-informed financial coaching restores control, security, and long-term independence.
Connect with Becky on Instagram, Facebook, LinkedIn and X/Twitter.
Financial coach Alanna Abramsky, founder of Broad Money, explains seven proven ways to manage cash flow, from zero-based and 50/30/20 budgets to pay-yourself-first and the envelope system, and how to pick the one that aligns with your habits, goals, and income. Learn simple ways to track spending, plan ahead, and stay consistent so budgeting feels realistic, not restrictive.
Find out more at broadmoney.ca and connect on Instagram.
Rob Kilner from Spergel shares insights from their national Debt Load and Psychological Well-Being Study, revealing how financial pressure, social-media comparison, and stigma heighten anxiety and depression. He discusses real-world solutions, from debt management plans to professional credit counselling, that help Canadians reduce stress, rebuild stability, and regain peace of mind.
Connect with Rob on X/Twitter, Facebook and Instagram.
Becca Mintz, Vice-President of Credit & Data at Capital One Canada, clears up the biggest misconceptions about credit scores, like whether checking your score hurts it, if income matters, and how “soft” versus “hard” inquiries work. She offers practical tips for building and repairing credit responsibly, managing utilization, and spotting reporting errors before they cost you points.
Connect with Becca on Instagram and Facebook.
This episode of Moolala: Money Made Simple with host Bruce Sellery dives into the practical, the psychological, and the empowering side of money management.
First, financial coach Alanna Abramsky, founder of Broad Money, outlines seven proven approaches to budgeting, from zero-based and goals-based methods to the envelope system, showing how to find a money plan that fits your lifestyle. Then, Becca Mintz, Vice President of Credit and Data at Capital One Canada, joins Bruce to bust common credit myths, including whether checking your score hurts it, how income affects credit, and what “hard hits” and “soft hits” really mean.
Plus, Rob Kilner from Spergel shares insights from their annual Debt Load and Psychological Well-Being Study, revealing how debt stress, social media pressures, and stigma intersect and what truly helps people move toward financial recovery. Finally, Becky Western-Macfadyen from Credit Canada introduces EASE, a groundbreaking program that helps survivors of intimate partner violence regain financial stability and confidence.
To find out more about the guests check out:
- Becca Mintz: Instagram | Facebook
- Rob Kilner: X/Twitter | Facebook | Instagram
- Alanna Abramsky: broadmoney.ca | Instagram
- Becky Western-Macfadyen: Instagram | Facebook | LinkedIn | X/Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Author Jane Blaufus shares hard-won lessons on having courageous conversations about money and estate planning. She outlines where to start (with yourself), how to bring in family without escalating conflict, and the four pro “legs” to consult: financial advisor, lawyer, accountant, and funeral pre-planning. Jane also stresses writing everything down from wishes to contacts and key documents so loved ones aren’t making 90+ decisions in crisis. Gentle, practical steps to protect the people you care about.
Find out more at janeblaufus.com and connect on Facebook and LinkedIn.
Rebecca Oakes, VP of Analytics at Equifax Canada, introduces Optimal Path, an AI-driven tool that translates your credit data into realistic, step-by-step actions to raise your credit score. Think concrete guidance on utilization, payment consistency, and balances, plus estimated point gains over the next ~3 months. Rebecca explains how the model personalizes advice (not one-size-fits-all), where consumers will access it via banks/fintechs, and how AI can both improve coaching and combat fraud. Clear, actionable insights for Canadians looking to build stronger credit.
Find out more at equifax.ca and connect on X/Twitter and LinkedIn.
Psychiatrist Dr. Sally Satel, medical director of a methadone clinic, explains contingency management - a harm-reduction approach where clients receive small, escalating rewards (e.g., gift cards) for clean tests. She covers why this behavioural nudge works especially for stimulant addictions (where no gold-standard meds exist), typical program structures, cost/benefit logic, and how incentives can jump-start a virtuous cycle toward work, relationships, and stability. A nuanced, evidence-informed look at an approach that’s effective yet often misunderstood.
Find out more on Substack and connect on X/Twitter.
Bruce talks with retired Globe and Mail personal-finance columnist Rob Carrick about 30 years of investor wisdom. Rob explains why low-cost ETFs win for most Canadians, the hidden risks of high-yield dividend stocks, and why bonds are helpful, but not perfect, shock absorbers. He also breaks down how to think about market crashes (buying when it feels worst), the danger of chasing trends like private credit/equity for retail investors, and why money you’ll need within five years doesn’t belong in stocks. Practical, time-tested guidance for building a calmer, smarter portfolio.
This episode of Moolala: Money Made Simple digs into real-world tools and timeless lessons to help you manage your money with more confidence. We start with Equifax Canada’s Rebecca Oakes on “Optimal Path,” an AI-driven feature that translates your own credit data into clear, realistic steps - think concrete targets for utilization, payment consistency, and score impact over the next three months. Then psychiatrist Dr. Sally Satel explains “contingency management,” a harm-reduction approach where clinics pay meth users small, escalating rewards to sustain abstinence and why the data shows it works for tough clinical cases.
Veteran personal-finance columnist Rob Carrick joins Bruce to unpack 30 years of lessons, from ETF simplicity and diversification to the traps of trend-chasing, dividend myths, imperfect bond hedges, and why market crashes are buying opportunities (if your timeline is long enough). We close with author Jane Blaufus on having courageous conversations about money and estate planning - what to discuss, how to persist, and why writing it down matters when life gets hard. Practical, candid, and Canadian: this episode helps you take the next step, wherever you’re starting.
To find out more about the guests check out:
- Dr. Sally Satel: Substack | X/Twitter
- Rebecca Oakes: equifax.ca | X/Twitter | LinkedIn
- Jane Blaufus: janeblaufus.com | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Money stress often starts with silence. Certified financial therapist Erika Wasserman, author of Conversations with Your Financial Therapist, joins Bruce Sellery to discuss how to talk about money with your partner, family, or even yourself without shame or conflict. Erika’s M.O.N.E.Y. framework turns hard financial conversations into moments of connection, helping you uncover your money mindset and rewrite unhelpful habits. From setting shared goals to using scripted conversations, this segment blends financial literacy with emotional intelligence to help you grow your confidence and your bank account.
Find out more at yourfinancialtherapist.com and connect on Instagram.
Cybercrime isn’t just a corporate problem anymore. James South from Aviva Canada joins Bruce to explain personal cyber insurance, a new layer of protection for the digital age. From online fraud recovery and ransomware response to cyberbullying coverage and dark-web monitoring, this coverage can help individuals and families stay financially and emotionally protected after an online attack. Learn how it works, what it costs (hint: about $6/month), and why every connected Canadian should consider adding it to their home or tenant policy.
Find out more at aviva.ca and connect on Instagram and LinkedIn.
If you’re starting late on retirement savings, this interview with CPA and author David Trahair will give you hope and a plan. Drawing from his book The Procrastinator’s Guide to Retirement, David shows how Canadians can still build financial security even if they begin saving in their 40s or 50s. He unpacks the math behind RRSP vs. mortgage paydown, spending patterns after retirement, and smart ways to maximize CPP. This conversation proves it’s never too late to take control of your financial future.
Find out more at trahair.com and connect on LinkedIn and X/Twitter.
Bruce Sellery sits down with Chris Potvin, co-founder of Camp Mustache Toronto: Firescape, a four-day retreat for Canadians pursuing Financial Independence, Retire Early (FIRE). Chris shares how the camp blends community, hands-on workshops, and lifestyle design to help attendees align their spending with their values. From budgeting around what truly matters to building a supportive peer network, this conversation explores how to make financial independence a reality, without losing sight of purpose or fun along the way.
Find out more at cmtofirescape.com.
In this week’s episode of Moolala: Money Made Simple, Bruce Sellery kicks off with the FIRE movement at CMTO Firescape, where co-founder Chris Potvin shares what a four-day money camp looks like: hands-on workshops, case studies, and a community built around Financial Independence, Retire Early.
Then, for listeners who got a late start on savings, CPA David Trahair unpacks The Procrastinator’s Guide to Retirement—including the real math behind RRSP vs. mortgage paydown, how spending actually changes in retirement, and smart ways to maximize CPP when time is short.
Next, we look at protecting your household in a digital world. James South from Aviva Canada explains what personal cyber insurance covers—from online fraud recovery and forensic clean-ups to cyberbullying support and dark-web monitoring—and how much it typically costs to add to a home/tenant policy.
Finally, financial therapist Erika Wasserman walks through practical scripts to improve your money mindset and have calmer, more productive conversations about budgeting, debt, and goals with partners and family. Whether you’re chasing early retirement or rebuilding late, this episode blends actionable retirement tactics, consumer protection insights, and behavioral tools to help Canadians feel more confident about their money.
To find out more about the guests check out:
- Chris Potvin: cmtofirescape.com
- David Trahair: trahair.com | LinkedIn | X/Twitter
- James South: aviva.ca | Instagram | LinkedIn
- Erika Wasserman: yourfinancialtherapist.com | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Bruce Sellery, host of Moolala: Money Made Simple, is joined by ecoATM’s Neil Fried, as he explains the 6–7 minute kiosk process: —device checks, data wipe and pay on the spot to turn your phone into cash. Plus how to prep your phone (backup, factory reset, remove locks) and where devices go next.
Connect with Neil Fried on LinkedIn.
In this episode of Moolala: Money Made Simple, Gifting Sense founder Karen Holland shows parents how big events can build financial literacy: total-cost planning (tickets, travel, merch), dynamic pricing realities, and the DIMS Score + “Worth-the-Wait” tracker to practice patience and smart trade-offs.
Find out more at giftingsense.org and Score Money Smarts With 2026 FIFA
In this episode of Moolala: Money Made Simple, host Bruce Sellery chats with Chandler Point’s John Puffer as he breaks down how 1/10 ownership and 5 weeks/year actually work, what fees cover (cleaning, taxes, reserves, Wi-Fi), how rentals and rules are handled, and why it’s different from a timeshare, —including resale and passing shares to family.
Find out more at chandlerpoint.com and connect on Facebook .
In this episode of Moolala: Money Made Simple, Melissa Leong sits down with host Bruce Sellery and shares a practical playbook for splitting costs with friends: set expectations early (“everything optional, nothing personal”), assign a banker/accountant, use bill-splitting apps, and know when to say no if you can’t pay off the trip.
Find out more at melissaleong.com and connect on Instagram.
In this week's episode, planning a bachelor(ette) party, golf getaway, or friends’ trip—without blowing up the budget or the friendship? Bruce talks with Melissa Leong (Happy Go Money) about stress-free ways to split bills, set expectations, and avoid money awkwardness on group travel. Then: Fractional cottage ownership in Ontario,—how it differs from a timeshare, costs, usage weeks, fees, and conflict resolution —with John Puffer of Chandler Point. Next, FIFA 2026 as a teachable moment: Karen Holland (Gifting Sense) shows parents how to use big-ticket events to build kids’ money skills and patience. Finally, turn your old phone into cash, —how ecoATM kiosks evaluate devices, wipe data, and pay on the spot —with SVP Neil Fried.
To find out more about the guests check out:
- Melissa Leong: melissaleong.com | Instagram
- John Puffer: chandlerpoint.com | Facebook
- Karen Holland: giftingsense.org | Score Money Smarts With 2026 FIFA
- Neil Fried: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Newcomers face a steep learning curve: chequing vs. savings, why credit history matters, and how to get a first credit card. On this episode of Moolala: Money Made Simple with Bruce Sellery, Head, Customer Growth & Segments, at BMO Sumit Sarkar walks through the earliest money moves to make—often before you land—plus digital tools that map personal goals and help establish credit. Learn why a primary bank relationship is so valuable, how to open accounts pre-arrival (with in-country verification later), and what to expect as you set up life in a cash-light, credit-heavy system. Clear steps to get stable fast, with confidence.
Find out more at bmo.com and connect on X/Twitter and LinkedIn.
CFP Owen Winkelmolen introduces Advice (with two i’s), a low-cost platform that helps do-it-yourselfers build and iterate a proper retirement plan. Input income, expenses, assets, debts, and goals—then let strategy tools explore hundreds of “what ifs” in seconds: RRSP/RRIF withdrawals, CPP/OAS timing, tax brackets, income splitting, and estate trade-offs.
On this episode of Moolala: Money Made Simple with Bruce Sellery, we discuss why accumulation is simple but decumulation is where real value is created, and why you should start that plan ~5 years before retiring. Quick to set up, easy to refine—so you can spend confidently for the long run.
Find out more at adviice.ca.
Author Adam Ferguson proposes an unconventional contract: before your kid gets a smartphone, they complete 50 real-world experiences—from cooking a family meal and doing laundry to building a fire and planning a road trip. On this episode of Moolala: Money Made Simple with Bruce Sellery, he explains why the list is a “carrot,” not a crackdown, and how it builds resilience, connection, and competence.
We tackle the spicy items (self-defense, “break a minor law”) and talk age & stage—why Grade 8 is a useful target while recognizing maturity varies. Parents will get practical ideas to replace infinite scroll with meaningful, confidence-building moments.
Find out more at beforethephone.com.
Career strategist Janel Abrahami joins Bruce on this episode of Moolala: Money Made Simple to demystify the career pivot. From low-risk mini moves to big leaps like entrepreneurship or going back to school, she outlines six clear options and when to use each. Learn the simple test for timing a change (learning, earning, or loving), how to frame a so-called “bridge job” without saying it out loud, and why building a personal Board of Advisors speeds decisions.
Janel’s “energy résumé” method helps you sort energizers from drainers, apply the “five whys,” and flip dislikes into must-haves—so your next role makes sense on paper and in real life.
Find out more at janelabrahami.com and connect on Instagram, TikTok and LinkedIn.
In this episode, career strategist Janel Abrahami shares a practical framework for knowing when to change lanes, the six types of pivots you can make (from mini moves to major overhauls), and how to use a personal Board of Advisors and an “energy résumé” to decide what’s next. Then, author Adam Ferguson walks through his provocative checklist for kids—50 things to do before you get a phone —and why those experiences build skills, character, and connection. For newcomers to Canada, BMO’s Sumit Sarkar explains first steps for banking, credit, and building a personalized plan with BMO’s tools. Finally, Owen Winkelmolen (Adviice—yes, with two i’s) shows how DIYers can build and iterate a retirement plan, and why decumulation strategy matters more than you think.
To find out more about the guests check out:
- Janel Abrahami: janelabrahami.com | Instagram | TikTok | LinkedIn
- Adam Ferguson: beforethephone.com
- Sumit Sarkar: bmo.com | X/Twitter | LinkedIn
- Owen Winkelmolen: adviice.ca
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Buying your first home can feel overwhelming — from saving a down payment to understanding mortgage rules. In this segment of Moolala: Money Made Simple with Bruce Sellery, Bruce talks with Andrew Peker, founder and CEO of Homie, a new Canadian fintech app designed to help first-time homebuyers understand, track, and grow their buying power.
Andrew explains how Homie works:
- Pulling real financial data securely through partners like Plaid and Equifax Canada
- Showing users what they can afford based on how a mortgage underwriter would see them
- Offering habit-building nudges — from avoiding new car loans that could hurt your approval, to staying aware of interest rate impacts
- Helping users plan for hidden costs like cash reserves, land transfer taxes, and closing fees
If you’re a first-time homebuyer in Canada or helping someone become one, this segment will give you practical insight into mortgage readiness, budgeting smarter, and avoiding costly mistakes on the road to homeownership.
Find out more at meethomie.ca and connect on LinkedIn.
What if you didn’t have to wait until 65 to enjoy retirement? Bruce sits down with Jillian Johnsrud — coach, speaker, and author of Retire Often: How Anyone Can Take Multiple Career Breaks to Unlock Adventure, Advance Their Career, and Find Financial Freedom.
Jillian shares how mini retirements — intentional breaks of a month or longer — can help you reset, pursue meaningful goals, travel, or spend time with family without sacrificing your long-term financial health. She explains:
- How to budget for a mini retirement: replace one month of income and cap extra costs at ~50% of take-home pay
- Why it’s smart to front-load affordable, physically demanding adventures early in life
- Creative ways to offset costs, from renting out your home to home exchanges
- How mini retirements can actually advance your career by reducing burnout and opening new opportunities
- The mindset shifts needed to see career breaks as investments rather than setbacks
If you’ve ever dreamed of backpacking across Europe, taking a sabbatical to write a book, or just having the time to breathe between career chapters, this conversation gives you the financial planning tools, creative strategies, and inspiration to make it happen — without blowing up your future retirement plans.
Find out more at retireoften.com and connect on Instagram.
A lot of people think they have a financial plan — but do they really? Bruce is joined by Sandi Martin, a certified advice-only financial planner, to break down what a real financial plan looks like and why it matters.
You’ll also hear why a real plan is more than just an investment portfolio or a set of bank statements, how to stress-test assumptions (like inflation and market returns), and why focusing on the top three “needle-moving” actions is better than a 15-point to-do list.
Sandi explains how to avoid “straight-line” planning mistakes by considering worst-case scenarios, and why an annual review keeps your plan relevant as life changes.
If you’ve ever wondered whether the plan you got from your bank or investment advisor is actually setting you up for success, this conversation will help you tell the difference — and take steps toward a truly comprehensive, purpose-driven financial plan.
Find out more at sandimartin.ca and connect on Instagram and Bluesky
Vacant office towers could be the key to solving Canada’s housing affordability crisis. Bruce speaks with Robert Barnard, CEO of Toboggan Flats, about their innovative plan to convert underused downtown office buildings into co-living spaces for young professionals.
You’ll hear about:
- Target rents of $1,100–$1,300 all-in, aimed at roughly 30% of the average salary for 25–34-year-olds.
- How shared living can help young workers save for future home ownership.
- Landlord and investor incentives, including reduced building density, steady nighttime occupancy, and the environmental benefits of reusing existing buildings.
- The focus on curated events, roommate matching, and staff support to make co-living more than just a room — it’s about fostering a real sense of community downtown.
If you’ve wondered how Canada can create affordable housing without years-long construction timelines, this conversation is full of practical insights on office-to-residential conversions, co-living trends, and the future of urban housing.
Find out more at tobogganflats.com and connect on LinkedIn.
Housing costs keep climbing, but smart ideas (and smarter planning) can help you move forward. In this episode of Moolala: Money Made Simple with Bruce Sellery, we explore four timely topics: turning empty office towers into co-living spaces for young professionals, what a real financial plan actually includes, how to design mini retirements without derailing your future, and a first-time homebuyer app that helps you understand and grow buying power.
First, Robert Barnard of Toboggan Flats explains how co-living office conversions in Canada can deliver private rooms with shared amenities, stronger communities, and faster timelines by reusing office infrastructure. It’s an affordable housing approach that leverages existing buildings instead of starting from scratch.
Then, advice-only financial planner Sandi Martin walks through the seven pillars of a real financial plan—purpose & goals, cash flow, debt, risk/insurance, investments, retirement/financial independence, and estate & lifetime tax—plus how to stress-test assumptions and focus on the three actions that move the needle most.
Next, author Jillian Johnsrud shares how a mini retirement (a month or more) can fit real life. You’ll get practical budgeting rules of thumb, ideas for front-loading affordable adventures, and tips to offset costs by renting out or exchanging your home.
Finally, Andrew Peker introduces Homie, a first-time homebuyer app in Canada that models mortgage readiness like an underwriter. Learn how daily habits affect approval, why car leases can hurt more than you think, and how the app nudges you to build buying power over time.
Whether you’re chasing cheaper rent, real planning clarity, more meaningful breaks, or your first set of keys, this episode delivers practical steps you can act on today.
To find out more about the guests check out:
- Robert Barnard: tobogganflats.com | LinkedIn
- Sandi Martin: sandimartin.ca | Instagram | Bluesky
- Jillian Johnsrud: retireoften.com | Instagram
- Andrew Peker: meethomie.ca | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Would you buy your next home through a platform that gives you cash back — thousands of dollars after closing? Bruce Sellery speaks with Benjy Katchen, CEO of Wahi, about their innovative approach to real estate. Learn how Wahi’s digital-first platform combines technology with expert guidance to create efficiencies — and passes those savings back to buyers. Plus, discover what kind of homebuyer is best suited for this model and how it fits into Canada’s evolving housing market.
You’ll learn
- Cashback for Homebuyers: Wahi gives buyers 1% of the buyer-agent commission back — often thousands of dollars — just days after closing.
- Tech + Realtors: The platform uses a "Netflix-meets-Tinder" app experience combined with desk-based realtors to cut costs while still providing expert guidance.
- Who It’s For: Ideal for tech-savvy homebuyers who prefer an efficient, data-driven process without sacrificing support during negotiations.
This episode is packed full of ideas on how to look at real estate as a way to stretch your dollar and get some savings passed back to you, the buyer.
Find out more on wahi.com and connect with Benjy on X/Twitter and Instagram.
Divorce isn’t just an ending — it’s a beginning. Bruce Sellery speaks with Olivia Howell, co-founder and CEO of Fresh Starts Registry, about how divorce registries are helping people rebuild their homes, routines, and lives after a separation. Discover how these registries work, why they reduce the overwhelm of starting over, and how they help friends and family show meaningful support.
You’ll Learn
- From Wedding Registry to Divorce Registry: Olivia shares how her own divorce inspired the creation of Fresh Starts Registry — a platform to help people rebuild their homes after a breakup.
- Practical Support, Not Just Gifts: Registries include vetted bundles for every room and budget — from $7 shower curtains to full kitchen sets — to make starting over easier.
- More Than Divorce: Fresh Starts Registry also supports other life transitions, like coming out, job loss, moving, and post-illness recovery.
If you are feeling overwhelmed going through a divorce this conversation is packed with ways of learning that you are a the beginning of your new life.
Find out more at freshstartregistry.com and connect with Olivia on Threads, Facebook and Instagram.
Feeling overwhelmed by the chaos of today's world? You're not alone — but uncertainty might actually be your secret weapon. In this episode of Moolala: Money Made Simple, host Bruce Sellery sits down with Scott Stirrett, author of The Uncertainty Advantage and founder of Venture for Canada, to explore how uncertainty can be transformed from a source of anxiety into a catalyst for growth.
Scott shares his personal journey — leaving Goldman Sachs at 22, navigating OCD during the pandemic, and building a national nonprofit — to illustrate how confronting the unknown can lead to resilience, purpose, and opportunity.
You’ll learn:
- What “uncertainty” really means and why today’s world is four times more uncertain than in 2008
- Six pillars for building your “uncertainty muscle” including adaptability, antifragility, and entrepreneurial thinking
- How young professionals (and anyone, at any career stage) can thrive during disruptive times
- Why cultivating both strong and weak professional ties is essential for opportunity and resilience
If you’re facing career uncertainty, worried about AI disruption, or just want to feel more confident about the future, this conversation is packed with actionable insights and inspiration.
Connect with Scott on X/Twitter and LinkedIn and sign up to his Substack.
This week Bruce Sellery explores three timely money topics to help you navigate today’s changing financial landscape. First, we look at the state of the labour market during uncertain times with Scott Stirrett, author of The Uncertainty Advantage. Learn how to adapt your career strategy, build resilience, and strengthen your professional network when the job market feels unpredictable. Next, Olivia Howell, co-founder and CEO of Fresh Starts Registry, joins us to talk about divorce registries — an innovative way for individuals to get the essential items they need as they begin a new chapter after separation. Finally, Benjy Katchen, CEO of Wahi, explains how their cashback program from a digital real estate platform and brokerage can put thousands of dollars back in your pocket after buying a home. If you’re facing a big life transition, worried about your job security, or curious about how to save money on your next home purchase, this episode is packed with practical insights you can act on right away. To find out more about the guests check out:* Scott Stirrett: Substack | X/Twitter | LinkedIn * Benjy Katchen: wahi.com | X/Twitter | Instagram * Olivia Howell: freshstartregistry.com | Threads | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Retiring abroad. Jen Barnett, co-founder of Expatsi, takes us through the financial considerations people have to make before spending retirement in a new country. Then, A budgeting app for newcomers by newcomers, designed to increase financial confidence. It’s called Butterfly. Credit Canada’s Tanvi Chitnis is here to tell us how it works. And, Darrell MacMullin, SVP Product and Solutions at Mastercard in Canada, takes us through their emerging tech trends report. Plus, we’ll speak with Michelle Hilscher from BEworks about their behavioural science course for financial advisors.
To find out more about the guests check out:
- Jen Barnett: Facebook | Instagram | TikTok
- Tanvi Chitnis: creditcanada.com | Facebook | X | Instagram
- Michelle Hilscher: LinkedIn
- Darrell MacMullin: LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Imagine taking a year off work, by choice, and long before your retirement. Jillian Johnsrud, a coach who helps people take career breaks, tells us how to prepare financially. Then, how to effectively change jobs. Michael Horn, author of JOB MOVES: 9 Steps For Making Progress In Your Career, shares his tips. And, the financial cost of ignoring burnout. Olga Morawcynski, founder of Heal-3 and a mental wellbeing advocate, tells us about her journey. Plus, getting laid off and sharing your experience on TikTok. Giovanna Ventola, founder of Rhize, shares why she turned to social media after losing her job and how she’s now helping others with their job search.
To find out more about the guests check out:
- Jillian Johnsrud: retireoften.com | Instagram
- Michael Horn: jobmoves.com | LinkedIn | X
- Heal-3: heal-3.com | LinkedIn
- Olga Morawcynski: LinkedIn
- Giovanna Ventola: TikTok | Instagram | LinkedIn
- Rhize: rhizetogether.com | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Books to improve your finances. The first one is about what it means to be wealthy. Daniel Crosby, psychologist and behavioral finance expert, will be here to talk about his book The Soul of Wealth. Then, a new financial literacy book for kids. Author Cinders McLeod takes us through the latest book in the MONEYBUNNY series called How Do YOU Spend? And, twenty lessons from retirement thought leaders. Christine Benz tells us about her book How to Retire. Plus, we speak with Daryl Fairweather, Chief Economist at Redfin, about her new book called Hate the Game: Economic Cheat Codes for Life, Love, and Work.
To find out more about the guests check out:
- Daniel Crosby: X | LinkedIn
- Daryl Fairweather:Linktree
- Cinders McLeod:Instagram | X
- Moneybunny:Instagram | X | Facebook
- Christine Benz:morningstar.com | X | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Newcomers and building credit. Founders of Mundo Together Carolina Restrepo and Juan Cala came to Canada around six years ago. They share their experience building up their credit history when they first came here. Then, an app for newcomers called “Welcome to Canada”. PeaceGeeks CEO Jennifer Freeman takes us through its features. And, managing your money in a way that works with your beliefs. Dr. Mohamad Sawwaf, founder and CEO of Manzil, tells us about their halal financial services. Plus, we speak with Juan Sebastian D’Achiardi, of TransUnion Canada, about a tool that can help improve credit access for new and young Canadians.
To find out more about the guests check out:
- Juan Cala & Carolina Restrepo: mundotogether.com | Instagram | YouTube | TikTok
- Jennifer Freeman: LinkedIn
- PeaceGeeks: PeaceGeeks AI Career Coach | X/Twitter | LinkedIn | Facebook | Instagram
- Welcome To Canada: LinkedIn | Facebook | X/Twitter | TikTok
- Mohamad Sawwaf: X/Twitter | Instagram | Facebook
- Juan Sebastian D’Achiardi: LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
So how can financial advisors better serve their female clients. Cary Carbonaro is an author and certified financial planner. She joins us to talk about her book “Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune”.
Find out more at carycarbonaro.com and book Cary at carycarbonaro/speaking. Connect on LinkedIn, Instagram, Facebook and X/Twitter.
Artificial intelligence is becoming more and more common in everyday life. Payment networks like Visa and Mastercard are turning to AI technologies, like AI agents, to shop for you and actually “buy” things for you. Tor Constantino, a writer for Forbes, joins us to explain how it all works.
Find out more at torconstantino.com and connect on LinkedIn and X/Twitter.
Dealing with dementia. When you think of the financial cost of dementia, you might think of all the things you’d go through “after diagnosis”–like the time off work, and treatment that’s not covered. This can all add up. Luke Yoquinto, researcher at the MIT AgeLab and author of Longevity Hubs: Regional Innovation for Global Aging, joins us to take us through what he and partner Josheph Coughlin discovered in their research.
Connect with Luke on BlueSky and LinkedIn.
Whether it’s a prize you’ve won, an inheritance, or you recently sold a business, what happens with these huge financial gains. Julia Chung, certified financial planner and CEO of Spring Planning, joins us to take us through what you should do and things you should not do.
Find out more at springplans.com and connect on X/Twitter, Facebook, and Instagram.
People fantasize about winning the lottery or receiving a massive, surprise inheritance. It does happen, more than you might think. So, what do you do to ensure you make a solid financial plan for your windfall? Julia Chung, certified financial planner and the co-founder and CEO of Spring Planning, takes us through some of the dos and don’ts. Then, the financial cost of dementia, even before diagnosis. Luke Yoquinto, a researcher at the MIT AgeLab, takes us through his recent findings. And a guidebook for financial advisors to better serve their female clients. Cary Carbonaro, certified financial planner, tells us about her book Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune. Plus, we’ll speak with Tor Constantino, a writer for Forbes.com, about how payment networks like Visa and Mastercard are turning to AI technologies to “help” you buy more.
To find out more about the guests check out:
- Julia Chung: springplans.ca | X/Twitter | Facebook | Instagram
- Luke Yoquinto: BlueSky | LinkedIn
- Tor Constantino: torconstantino.com | LinkedIn | X/Twitter
- Cary Carbonaro: carycarbonaro.com | carycarbonaro/speaking | LinkedIn | Instagram | Facebook | X/Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Canadians love loyalty programs. There are almost always a win for the marketers. But how do you make sure they are a win for you? To win, you have to learn how to play the game. Barry Choi, a personal finance expert, joins us to take us through the rules and gives us tips on how to win.
Find out more at moneywehave.com and connect on Instagram.
Artificial Intelligence seems to be everywhere including personal finance. Credit Canada has now launched an AI debt management agent called Mariposa. Natasha Kinnear, the Digital Delivery Manager, joins us to tell us how it works.
Find out more about Credit Canada on Facebook, X/Twitter, LinkedIn, Instagram, YouTube, and TikTok. Connect with Natasha on LinkedIn.
Getting laid off is scary, and very often it is unexpected. Without another job lined up, it can be a real challenge to figure out how to manage your finances. Aravind Sithamparapillai, an associate with Ironwood Wealth Management Group, joins us to talk about what needs managing when you get laid off.
Connect with Aravind on X/Twitter and LinkedIn.
New data from Equifax Canada shows Canadians are struggling to make ends meet. From credit cards to mortgages, things are not looking good. Rebecca Oakes, Vice President of Advanced Analytics at Equifax Canada, joins us to talk about the findings of their quarterly report.
Connect with Equifax Canada on X/Twitter.
Canadians are struggling to make their monthly payments on credit cards and mortgages. Rebecca Oakes, Vice President of Advanced Analytics at Equifax Canada, tells us about their latest findings. Then, what do you do about your finances if you lose your job? Aravind Sithamparapillai, an associate at Ironwood Wealth Management Group, tells us how to handle a layoff. And how to play the loyalty points game. Barry Choi, personal finance expert, takes us through the rules and how to win. Plus, we’ll speak with Natasha Kinnear, Credit Canada's Digital Delivery Manager, about their Mariposa AI agent that helps with debt management.
To find out more about the guests check out:
- Rebecca Oakes: X/Twitter
- Credit Canada: Facebook | X/Twitter | LinkedIn | Instagram | YouTube | TikTok
- Natasha Kinnear: LinkedIn
- Aravind Sithamparapillai: X/Twitter and LinkedIn
- Barry Choi: moneywehave.com | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The University of Toronto School of Continuing Studies in collaboration with Wealthsimple Foundation have launched a personal finance course designed specifically for Black, Indigenous and racialized youth. Martina Besteiro, a co-creator of the course, joins us to take us through how it works.
Find out more on Instagram and connect with Martina on LinkedIn.
When on the hunt for a new job what kind of benefits are offered is a consideration you look at. Most places have standard benefits but recently some employers have started to offer ‘voluntary benefits’. Elaine Yedlin, Chief Operating Officer from Perigon Life, joins us to tell us more about how this works and what Perigon Life offers.
Find out more at perigonlife.com and connect on Instagram and LinkedIn. Connect with Elaine on LinkedIn.
If you’re struggling with debt, you might have heard of non-profit credit counselling but what actually happens when you sit down with a credit counsellor. Doris Asiedu, a certified credit counsellor with Credit Canada, joins us to give a behind-the-scenes look at what happens in a first session.
Connect with Credit Canada on Facebook, X/Twitter, LinkedIn, and Instagram.
Many people know what a doula does for a family during childbirth. What about a “death doula"? Michelle Leray, certified death doula, tells us how she supports clients and their families at the end of life. Then, what to expect during your first session with a credit counsellor. Doris Asiedu, a counsellor with Credit Canada, takes us through the process. And, a personal finance course designed specifically for Black, Indigenous and racialized youth from The University of Toronto School of Continuing Studies and Wealthsimple Foundation. Co-creator Martina Besteiro tells us about the program. Plus, we’ll speak with Elaine Yedlin, Perigon Life's Chief Operating Officer, about voluntary work benefits.
To find out more about the guests check out:
- Spirited Guided Path: Facebook | Instagram
- Death Doulas of Manitoba: Facebook | Instagram
- Credit Canada: Facebook | X/Twitter| LinkedIn | Instagram
- Perigon Life: perigonlife.com | Instagram | LinkedIn
- Elaine Yedlin: LinkedIn
- Martina Besteiro: Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
When you think of the word “doula”, you probably think of childbirth, what about ‘a death doula’? Death doulas are becoming more common in the estate planning world. Michelle Leray, a certified end-of-life doula, joins us to tell us more about how it works.
Find out more about the Spirited Guided Path on Facebook and Instagram. Also for more information on the Death Doulas of Manitoba check out Facebook and Instagram.
We have Ankita Dmello, Principal Product Manager at wise, join us to talk about the importance of their increasing partnership with banks surrounding international money transfer services and multi-currency accounts.
Find out more at wise.com and connect on Facebook, X/Twitter, and Instagram.
For generations, cities have been trying to attract businesses. But there are also cities that are trying to attract remote workers. Justin Harlan, Managing Director for Tulsa Remote, joins us to talk about how Tulsa, Oklahoma is trying to capitalize on this.
Find out more at tulsaremote.com.
How can businesses and leaders find purpose? And what does it actually look like? Rone Tite, author of The Purpose of Purpose, joins us to take us through the The Think Do Say Framework that transforms purpose into growth.
Find out more at rontite.com and connect on Instagram, X/Twitter, and LinkedIn.
Helping business leaders and organizations find true purpose. Author and speaker Ron Tite takes us through his book The Purpose of Purpose. Then, attracting remote workers to Tulsa, Oklahoma, $10,000 at a time. Justin Harlan tells us about the Tulsa Remote program and what it’s doing for his city. Plus, the importance of bank-fintech partnerships to the consumer. Ankita Dmello, principal product manager at Wise.
To find out more about the guests check out:
- Rone Tite: rontite.com | Instagram | X/Twitter | LinkedIn
- Justin Harlan: tulsaremote.com
- Ankita Dmello: wise.com | Facebook | X/Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We all love a good challenge. But can you challenge yourself to not buy anything but essentials for an entire year? That’s the latest social media trend - the ‘no buy challenge’. Rebecca Rowe, a decluttering expert, joins us to talk about the “challenge” and share her tips on getting started.
Find out more on rebeccarowe.ca and connect on Instagram, LinkedIn, Facebook and YouTube.
When it comes to financial planning many are choosing to go the do-it-yourself route. There are many apps out there and one of the betters ones is called Optiml. CEO Zac Davies joins us to explain how it works and its main features.
Find out more at optiml.ca and connect on Instagram, Facebook, Reddit and LinkedIn.
What are the ways to use economic tools to win at the “real” “game of life? Daryl Fairweather, chief economist at Redfin and author of Hate the Game: Economic Cheat Codes for Life, Love, and Work. She joins us to talk about these tools and what she covers in her book.
Find all of Daryl’s links on Linktree.
Chips, chocolate bars, soft drinks and a loan all at one store. iFinance is working with Circle K to offer personal loans at some store in Ontario. William Breton, Vice-President and Chief Operating Officer, joins us to tell us how it will work.
Connect with iFinance on Instagram, Facebook, LinkedIn and TikTok.
How to navigate the ‘no buy challenge’. Decluttering expert Rebecca Rowe tells us what it’s all about and shares her tips for getting started. A partnership between iFinance and Circle K that lets you access personal loans from the convenience store. William Breton, Vice President and Chief Operating Officer of iFinance, takes us through how it works. Then, a Canadian financial planning app called Optiml. Zac Davies, co-founder and CEO, tells us about its main features. Plus, we speak with Daryl Fairweather, Chief Economist at Redfin, about her new book called Hate the Game: Economic Cheat Codes for Life, Love, and Work.
To find out more about the guests check out:
- William Breton: Instagram | Facebook | LinkedIn | TikTok
- Daryl Fairweather: Linktree
- Zac Davies: optiml.ca | Instagram | Facebook | Reddit | LinkedIn
- Rebecca Rowe: rebeccarowe.ca | Instagram | LinkedIn | Facebook | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Supporting Canadians dealing with the affordability crisis and who are financially vulnerable is the goal of a new Resilient Futures initiative from Prosper Canada. To explain how it works, Galen Maclusky, Prosper Canada’s Director of Frontline Programs, joins us.
Find out more at prospercanada.com and connect on X/Twitter, Facebook, and LinkedIn.
Your salary is obviously an important factor when looking for a job. But there are other things you might factor in like career growth, benefits and retirement savings programs. Amit Sonnilal, VP of Capital One Canada, joins us to discuss how to maximize your total package.
Find out more at capitalone.ca and connect on Instagram and Facebook.
You are buying a house, secured the down payment and ready to get going, however there are a number of other fees you need to consider when buying a new home. To tell us more about it and what homebuyers need to know we have Robert Saunders, CEO and co-founder of Ownright, joins us.
Find out more at ownright.com and connect on X/Twitter. Connect with Robert on LinkedIn.
A recent article in the Atlantic asserted that the US labour market is ‘frozen’. To explain this further and are we seeing this in Canada is Todd Hirsch. Todd is an economist and author and joins us.
Find out more at toddhirsch.com and connect on LinkedIn.
The hidden fees of buying a home. Robert Saunders, CEO and co-founder of Ownright, takes us through them. How to maximize your income beyond your base salary. Amit Sonnilal, VP of Capital One Canada, shares his tips for taking advantage of every dollar. Then, a look at a frozen labour market. Economist Todd Hirsch explains what it is and how it can impact the economy. Plus, we speak with Galen MacLusky, Director of Frontline Programs at Prosper Canada, about their new Resilient Futures Initiative.
To find out more about the guests check out:
- Todd Hirsch: toddhirsch.com | LinkedIn
- Ownright: ownright.com | X/Twitter
- Robert Saunders: LinkedIn
- Amit Sonnilal: capitalone.ca | Instagram | Facebook
- Galen Maclusky: prospercanada.org | X/Twitter | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We are joined by Reni Odetoyinbo, founder of Reni The Resource, to tell us what a ‘Sinking Fund’ is, how they work and why you should have one.
Find out more at renitheresource.com and connect on Instagram, YouTube, X/Twitter and TikTok.
Some entrepreneurs, often female entrepreneurs can get in their own way before they don’t feel like they can charge what their product or service is worth. Vanessa Bowen, Founder of Mint Worthy, wants to do something about that focusing on female entrepreneurs.
Find out more on Instagram and Facebook.
We speak to David Griffiths, CEO and Founder of Brothers Who Care, about their LEGUP Wealth initiative and how they’re helping BIPOC communities reach their financial goals.
Find out more about Brothers Who Care on Instagram and connect with David on Instagram and LinkedIn.
It’s time to by a used car and the process of going to dealerships, a used car lot, going through Autotrader or Kijiji is exhausting but what if you didn’t have to leave your house. Clutch is a used car company that allows you to buy, sell, or finance your next car one hundred percent online. Clutch CEO Dan Park joins us to talk about how it works.
Find out more on Facebook, Instagram, YouTube, LinkedIn, or X/Twitter. Connect with Dan on X/Twitter, Instagram, and LinkedIn.
Buying or selling your car without having to leave the house through Clutch. Dan Park, CEO of Clutch, tells us how the online company works. Then, a new chapter for Mint Worthy. Vanessa Bowen tells us why she’s changing from personal finance coaching to helping women entrepreneurs. And, how to save for future expenses through sinking funds. Reni Odetoyinbo, content creator and founder of Reni The Resource, tells us how they work. Plus, we speak with David Griffiths, CEO and Founder of Brothers Who Care, about their LEGUP Wealth initiative.
To find out more about the guests check out:
- Clutch: Facebook | Instagram | YouTube | LinkedIn | X/Twitter
- Dan Park: X/Twitter | Instagram | LinkedIn
- Brothers Who Care: Instagram
- David Griffiths: Instagram | LinkedIn
- Vanessa Bowen: Instagram | Facebook
- Reni Odetoyinbo: com | Instagram | YouTube | X/Twitter | TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Divorce is complicated. Having to go through the process of getting a lawyer and splitting assets can be a challenge. But what if you and your partner own a business together? That’s where things can get complicated. Laura Paris, associate lawyer at Shulman & Partners LLP, joins us to take us through on what happens to your business when you are going through a divorce.
Find out more at shulman.ca and connect on Instagram, X/Twitter and Facebook.
If you’re struggling financially, it could also have an impact on your mental health. And, ignoring your mental health challenges may cost you. Olga Morawcynski, founder of Heal-3 and a mental wellbeing advocate, joins us to tell us about her journey and the relationship between money and mental health.
Find out more at heal-3.com and on LinkedIn. Connect with Olga on LinkedIn.
It is difficult for new Canadians to build credit and TransUnion Canada recently introduced a tool that can help improve credit access for new and younger Canadians. Juan Sebastian D’Achiardi, the regional vice-president, joins us to tell us how it works and what lenders need to know.
Find out more on LinkedIn and Instagram.
We talk a lot about teaching people how to get a handle on their money and one person has written a book specifically targeting teens. Shannon Lee Simmons, certified financial planner, chartered investment manager, life coach and author, joins us to take us through her latest book called Making Bank.
Connect on Instagram with Shannon and the New School of Finance.
A personal finance book for teenagers. Shannon Lee Simmons, certified financial planner, chartered investment manager, life coach and author, takes us through Making Bank: Money Skills for Real Life. Then, the financial cost of ignoring burnout. Olga Morawcynski, founder of Heal-3 and a mental wellbeing advocate, tells us about her journey. And, how joint business ownership can complicate a divorce. Laura Paris, family lawyer with Shulman & Partners, takes us through the process. Plus, we speak with Juan Sebastian D’Achiardi, of TransUnion Canada, about its TruVision Trended Risk Score.
To find out more about the guests check out:
- Shannon Lee Simmons: Shanno Lee Simmons(IG) | New School of Finance(IG)
- Juan Sebastian D’Achiardi: LinkedIn | Instagram
- Heal-3: heal-3.com | LinkedIn
- Olga Morawcynski: LinkedIn
- Laura Paris: shulman.ca | Instagram | X/Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Spring is in the air and so it is time to do some financial spring cleaning. Lesley-Anne Scorgie, personal finance columnist and founder of MeVest, joins us to talk about her P-U-R-G-E system to spring clean your finances and help you make some extra cash.
Find out more at mevest.ca and connect on Facebook, Instagram and X.
Financial planning can differ for everyone depending on their situation. For some who live in rural areas and may even own a farm, there are several considerations they have to make when it comes to their personal finances. Marissa Epp, a farm finance specialist and owner of Epp Financial, joins us to breakdown how personal finance is for those living in rural areas.
Find out more at eppfinacial.com and connect on Instagram and Facebook.
Many people dream of traveling the world. But it does come at a cost, especially when it comes to finding accommodation. One option people have been considering is house-sitting. Angela Laws, head of public relations and charity partnerships at TrustedHousesitters, join us to tell us more about it and how it works.
Find out more at trustedhousesitters.com and connect on Instagram, Facebook, and YouTube.
Some people chose to reflect their values in the way they shop. But does consumer activism actually make a difference? Lindsey Stanberry, founder of The Purse, joins us to talk about the article she wrote about consumer activism.
Find out more at The Purse and connect on Instagram.
Is consumer activism a lost cause? Lindsey Stanberry, founder of The Purse, reflects on her own consumer decisions and considers if they make a difference. Then, how to earn some extra cash with a “financial spring cleaning”. Lesley-Anne Scorgie, personal finance columnist and founder of MeVest, tells us about her P-U-R-G-E system. And, house-sitting as a cheap option to travel the world. Angela Laws, of TrustedHousesitters, tells us how it works. Plus, we speak with Marissa Epp, a professional financial advisor and farm finance specialist, about financial planning for those living in rural areas.
To find out more about the guests check out:
- Lindsey Stanberry: The Purse | Instagram
- Angela Laws: trustedhousesitters.com | Instagram | Facebook | YouTube
- Marissa Epp: eppfinancial.com | Instagram | Facebook
- Lesley-Anne Scorgie: mevest.ca | Facebook | Instagram | X
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
If you have ever dreamed of retiring abroad but know this decision comes with a number of financial considerations. Jen Barnett, co-founder of Expatsi, joins us to talk about how they help people find their new home abroad.
Connect on Facebook, Instagram, and TikTok.
How does it work if you need to file for consumer proposal or bankruptcy while going through a divorce. Wesley Cowan, senior vice president and licensed insolvency trustee for MNP, joins us to take us through how joint debt is handled in insolvency.
Find out more at mnpdebt.ca and connect with Wesley here at MNP and on LinkedIn.
Can Hip Hop and Finance mix together? Well Drew Boyer, certified financial planner, feels that it can and even wrote a book to show it. Drew joins us to take us through his book, HIP HOP X FINANCE: Become a Finance Gangster, Get Off Debt Row and Stack Your Cash Flow.
Find out more at hiphopxfinance.com and connect on Facebook, TikTok, and Instagram.
The Registered Education Savings Plan is a home run when it comes to savin g for your kids education. There are various ways to set up an RESP and we have Andrew Lo, CEO of Embark, joins us to talk about how they go about it.
Connect with Embark on Facebook, LinkedIn, Instagram, TikTok and YouTube.
Retiring abroad. Jen Barnett, co-founder of Expatsi, takes us through the financial considerations people have to make before spending retirement in a new country. Then, saving for your child’s education during times of economic uncertainty. Andrew Lo, CEO of Embark, helps us navigate those financial challenges. And, going through a divorce when you have joint debt. Wesley Cowan, senior vice-president and licensed insolvency trustee with MNP, tells us what happens to this debt during insolvency. Plus, we speak with Drew Boyer, certified financial planner and hip-hop enthusiast, about his book HIP HOP X FINANCE: Become a Financial Gangster, Get Off Debt Row and Stack Your Cash Flow.
To find out more about the guests check out:
- Andrew Lo: Facebook | LinkedIn | Instagram | TikTok | YouTube
- Drew Boyer: hiphopxfinance.com | Facebook | TikTok | Instagram
- Wesley Cowan: MNP | LinkedIn
- MNP: mnpdebt.ca
- Jen Barnett: Facebook | Instagram | TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
It’s one thing to manage your debit when you are working but what about after you have lost your job. Randolph Taylor, accredited financial counsellor with Credit Canada, joins us to share his tips on what to do if this happens.
Connect with Credit Canada on Facebook, X, LinkedIn, and Instagram.
If you are in debt, it can have an impact on your career, especially true if you have to declare bankruptcy or file a consumer proposal. How do you handle these situations if you’re currently employed or looking for a job? Rob Kilner, a licensed insolvency trustee at Spergel, joins us to take us through that process.
Connect with Spergel on Instagram, X, Facebook, and TikTok.
More people these days use personal finance apps and tools to help them budget their money and plan for the future. One such tool is called PocketSmith, which helps forecasting future bank balances. Jason Leong, CEO and co-founder, joins us to tell us how it works.
Connect with PocketSmith on Facebook, Instagram and LinkedIn.
Mortgage renewals can be a challenge when it comes to finding the best product, lender and term especially during a period of economic uncertainty. Rob McLister, an interest rate analyst and mortgage strategist, joins us to go over the mortgage planning acronym he coined called I.D.E.A.S. and tell us what it is all about.
Find out more at mortgagelogic.news and connect with Rob on X.
Navigating your mortgage renewal during times of economic uncertainty. Rob McLister, interest rate analyst and mortgage strategist tells us about the mortgage planning acronym he coined called I.D.E.A.S. Next, a budgeting tool called PocketSmith. CEO and co-founder Jason Leong tells us how the cash flow forecasting features works. Then, a focus on debt and your job. First, how filing for bankruptcy or a consumer proposal can impact your career. Rob Kilner, licensed insolvency trustee with Spergel, takes us through the process. Second, managing your debt when you’ve lost your job. Randolph Taylor, an accredited financial counsellor with Credit Canada, brings how insight.
To find out more about the guests check out:
- Rob McLister: mortgagelogic.news | X
- Jason Leong: Facebook, Instagram and LinkedIn
- Rob Kilner: Instagram | X | Facebook | TikTok
- Randolph Taylor: Facebook | X | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
If you’re about to retire - you’re about to enter a brand new chapter in life. And it’s not always easy. Scott Armstrong, CEO of Mind Switch and author of Retire & Aspire, joins us to talk more about his book and how Mind Switch helps people transition into this new stage
Connect on Facebook, X and Instagram.
We talk a lot about teaching kids about money and financial literacy but not so much about being generous and charitable. John Bromley, CEO and founder of Charitable Impact, joins us to talk about a tool they created called Charitable Allowance that helps kids and teens practice generosity.
Find out more at charitableimpact.com and connect on LinkedIn, X and Facebook. Connect with John on LinkedIn.
Prosper Canada has created a “lump sum payment toolkit” in anticipation of a significant settlement for First Nations Communities. It is called the “First Nations Child and Family Services and Jordan’s Principle” Settlement. Carrie Wong, Learning and Training Senior Manager, joins us to tell us more about the toolkit.
Connect with Prosper Canada on X, Facebook, Instagram and YouTube.
There are a number of interesting and odd Exchange Traded Funds out there and we found one that is truly out of this world. Chief Executive Matthew Tuttle, Chief Executive of Tuttle Capital, is here to explain the motivation behind their new ETF that invests in companies with potential links to alien technology and the potential risks.
Find out more at tuttlecap.com and connect on X.
An ETF that invests in companies with potential links to alien technologies. Matthew Tuttle, CEO of Tuttle Capital, tells us about investing in UFOs. Then, teaching kids about giving. John Bromley, CEO and founder of Charitable Impact, tells us about a new tool called Charitable Allowance. And, changing the way you think about retirement. Scott Armstrong, CEO of Mind Switch takes us through his book Retire and Aspire. Plus, we speak with Prosper Canada about their toolkit for lump sum payments and Indigenous financial wellness.
To find out more about the guests check out:
- Matthew Tuttle: tuttlecap.com | X
- Carrie Wong: X | Facebook | Instagram | YouTube
- Charitable Impact: charitableimpact.com | LinkedIn | X | Facebook
- John Bromley: LinkedIn
- Scott Armstrong: Facebook | X | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
There are many initiatives that focus on increasing financial well-being in Canada an each bringing a different spin on how best to help people get a better handle on their money. Millie Acuna, manager at SEED Winnipeg, joins us talk about how their non-profit is working to improve financial wellbeing in Manitoba.
Connect with Millie on LinkedIn.
Making a return on an online purchase can be a pain for the customer but it is also a pain for the company. Some companies and now offering “returnless refunds” to save you time and money. Kyle James, founder of Rather-Be-Shopping.com, joins us to talk about what this is.
Find out more at rather-be-shopping.com and connect on Facebook and Instagram.
The old adage goes make money and have no worries but that is definitely not true. You could be a lawyer making big money, but you could have a tough time managing cash flow. Jefferey Lamont, founder and president of Lamont Wealth Strategies, joins us to talk about how they help lawyers with wealth management including cash flow.
Connect on X and Instagram and connect with Jefferey on X and Instagram.
If you are a millennial, you may look at investing different then previous generations. Mark McGrath, financial planner an associate portfolio manager at PWL Capital Inc., joins us to talk about his book, Wealthier: The Investing Field Guide for Canadian Millennials and how millennial’s look at investing for the future.
Find out more at pwlcapital.com and order the book here. Connect with Mark on X and LinkedIn.
Calling all millennials. Financial planner Mark McGrath co-wrote a personal finance book specifically for you. It’s called Wealthier: The Investing Field Guide for Canadian Millennials. He joins us to take us through it. Then, why retailers are offering “returnless refunds”. Kyle James, founder of Rather-Be-Shopping.com, explains. And, wealth management for lawyers. Jeffery Lamont, founder and president of Lamont Wealth Strategies, takes us through a cash flow management system and how it’s helped his clients. Plus, we speak with Millie Acuna, the manager of asset-building programs at SEED Winnipeg Inc., about how the non-profit helps build financial well being in Manitoba.
To find out more about the guests check out:
- Mark McGrath: pwlcapital.com | X | LinkedIn
- Jefferey Lamont: X | Instagram
- Lamont Wealth Strategies: X | Instagram
- Kyle James: rather-be-shopping.com | Facebook | Instagram
- Millie Acuna: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Completing a consumer proposal or filing for bankruptcy has a number of components to it. Sure, there are “numbers” of it. How much is owing, what’s the impact on the credit score, and all that. But there is also the “emotion” of it, before, during and afterward. Joshua Harris, licensed insolvency trustee and partner at Harris & Partners, joins us to talk about the emotional side of this process.
Find out more at harrispartners.ca and connect on Facebook.
Gambling is a hobby as old as time and recently there has been a huge focus on sports gambling with new online betting apps. But now you can wager on ‘events’, like elections. Predication markets let you bet on future events and try to make a profit. David Tyler, CEO of Outlier Technology Limited, joins us to talk about Polymarket, one of the ways you can make wagers on future events.
Find out more at outliertechnology.co.uk and connect with David on LinkedIn.
There are a lot of regulated, trustworthy professionals out there to help you with your debt. Then there are those who are neither of those things. The Office of the Superintendent of Bankruptcy has plans to crack down on this problem. Elisabeth Lang, Superintendent of Bankruptcy, joins us to tell us more about how there are addressing this issue.
Find out more at the Office of the Superintendent of Bankruptcy and the Debt Solutions Portal.
Tackling predatory debt advisors. Superintendent of Bankruptcy Elisabeth Lang tells us more about what her office is doing to address this problem. Then, betting on future events. David Tyler, CEO of Outlier Technology Inc., is here to tell us about prediction markets like Polymarket and explain how they work. Plus, the emotional dynamics of filing a consumer proposal. Joshua Harris from Harris & Partners tells us about financial stress.
To find out more about the guests check out:
- Elisabeth Lang: Office of the Superintendent of Bankruptcy | Debt Solutions Portal
- David Tyler: outliertechnology.co.uk | LinkedIn
- Joshua Harris: harrispartners.ca | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
There is about to be a transfer of wealth never seen before between boomer parents and their millennial children. but a new from Vanguard suggests that it may not help you meet your financial goals as expectations might not match reality. Mario Cianfarani, Head of Sales and Distribution for Vanguard Investment Canada, joins us to take us through the findings.
Find out more at vanguard.ca and connect on LinkedIn.
Estate plans can include values, wisdom, and memories an not just money. LegacyNex is a service that helps people document these things. To take us through how it works we have the founder, Elena Iacono, join us.
Find out more at legacynex.com and connect on LinkedIn and Instagram.
Everyday people ask themselves, should I rent or buy when it comes to finding a place to live but what about a shovel. Well nowadays you can rent just about anything. Carolyn McClanahan, a certified financial planner and founder of Life Planning Partners, joins us to talk about someone thinks through which rental decisions are right for you.
Connect with Carolyn on X, LinkedIn and Facebook.
Imagine taking a year off work, by choice, and long before your retirement. Jillian Johnsrud, a coach who helps people take career breaks, tells us how to prepare financially. Then, the rise of the “renting” economy. Carolyn McClanahan, certified financial planner and founder of Life Planning Partners takes us through the pros and cons of renting. And a Vanguard study suggests that the “Great Wealth Transfer” may be a “Great Disappointment” for some young investors. Mario Cianfarani, from Vanguard Investment Canada Inc., tells us about the findings. Plus, we’ll speak with Elena Iacono, founder of LegacyNex, a platform that helps people transfer their legacy to generations to come, by looking beyond just money.
To find out more about the guests check out:
- Jillian Johnsrud: retireoften.com | Instagram
- Carolyn McClanahan: X | LinkedIn | Facebook
- Elena Iacono: legacynex.com | LinkedIn | Instagram
- Mario Cianfarani: vanguard.ca | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
While it is popular for students to take ‘gap years’ after high school or after university, adults are now taking ‘gap years’ well into their careers. We talk to Jillian Johnsrud, who has taken a number of these breaks, to share with us on how we can do this.
Find out more at retireoften.com and connect on Instagram.
If you are looking to access your home’s equity you may have heard of reverse mortgages or home equity loans. Now there is another option. Shael Weinreb, CEO of The Home Equity Partners, joins us to talk about Home Equity Sharing Agreement and how it works.
Find out more at theheqpartners.com and connect on Instagram, X, Facebook, and LinkedIn.
Entrepreneurship is not only starting a company it can also be acquiring a business. Acquisition may be faster but finding a business can be challenging. Liz MacRae, president of Village Wellth, joins us to talk about their role of helping business buyers.
Find out more at villagewellth.com and connect on LinkedIn.
There are a millions of dollars of unclaimed funds being held by the Bank of Canada and we have the person to help us find out if you have any these unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, joins us to tell us how to search for that unclaimed money.
Find out more at Charity Windfall and connect on Facebook and LinkedIn.
It is not easy to delay gratification and even more difficult for people who have some neurodiversity, like ADHD. Otto Rivera, certified financial planner, joins us to share how her feels that ‘delayed gratification’ is the more important skill you can teach your child to set the stage for financial wellness in the future.
Find out more at emergent.tax and at CFP Board. Connect with Otto on LinkedIn.
Delaying gratification is a key skill to learn, especially for those who have ADHD. Otto Rivera is a certified financial planner, and he tells us how he navigated his ADHD and his ideas for supporting others. Then, discovering unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, reveals how she helps people find money they may have forgotten about. And, how to buy a business. Liz MacRae, president of Village Wellth, outlines how her company takes people through every step of the business acquisition process. Plus, we’ll speak with Shael Weinreb, CEO of The Home Equity Partners, about a different way to access your home equity.
To find out more about the guests check out:
- Otto Rivera: emergent.tax | CFP Board | LinkedIn
- Rochelle Treister: Charity Windfall | Facebook | LinkedIn
- Liz MacRae: villagewellth.com | LinkedIn
- Shael Weinreb: theheqpartners.com | Instagram | X | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Gay Hendricks, a psychologist and best-selling author, joins us to talk about the ‘Upper-Limit Problem’ and how it might be holding you back from success when it comes to life and money.
Check out Gay’s podcast at bigleappodcast.com and connect on Facebook, Instagram and YouTube. Connect with Gay on Instagram.
Retirement is a complicated subject and a tough one to tackle on your own. What is better then to start a Retirement Club. Dale Roberts, founder of ‘Cut The Crap Investing’, joins us to tell us more abou the retirement club he started and how it works.
Find out more at cutthecrapinvesting.com and connect on X and Facebook.
Gambling on sports has become a lot more popular in the last few years and with that there have been two recent U.S. studies done to look at the financial impact of expanding sports betting on individuals. Preet Banerjee, a wealth management consultant and personal finance expert, joins us to talk about the study and the piece he wrote about in the Globe & Mail.
Check out Preet at preetbanerjee.com and connect on Instagram.
Sports betting is on the rise in Canada. And, for a lot of people, there is more losing than winning. Preet Banerjee, wealth management consultant and personal finance expert, takes us through two U.S. studies looking at the financial impact. Then, a community for retirees to learn and share ideas. Dale Roberts, founder of Cut the Crap Investing, tells us about his Retirement Club. Plus, a conversation with Gay Hendricks, psychologist and best-selling author, about the “Upper Limit Problem” and how it might be holding you back from success when it comes to life and money.
To find out more about the guests check out:
- Preet Banerjee: preetbanerjee.com | Instagram
- Dale Roberts: cutthecrapinvesting.com | X | Facebook
- Hendrick’s Community: Facebook | Instagram | YouTube
- Gay Hendricks: bigleappodcast.com | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Entrepreneurs are often obsessed with revenue and use it to determine success. But when all the bills are paid what’s left in the bank is profit, but that money always seems to go back into the business, leaving the entrepreneur with nothing to spend on themselves. Kelly Cowan from the Credit Canada Gold Financial program talks to Ron Saharyan, Co-founder of Profit First Professionals about slaying the debt dragon.
Find out more at profitfirstprofessionals.com and connect on X, Facebook and LinkedIn.
On the list of inappropriate questions to be asked, “How Much Do You Make” has to be up there. But one person, Piyush Mongo of Salary Scale, is not afraid to ask that question. He has amassed over 440,000 followers on Instagram and 100,000 on TikTok. He joins us to talk about the process he goes through asking that question.
Connect with Piyush on TikTok, Instagram and Facebook.
Dealing with menopause is not just a health issue but also a financial issue as well. The Menopause Foundation of Canada released a report looking at work and menopause and found that unmanaged menopause symptoms cost the Canada economy over $3.5 Billion. Trish Barbato, co-founder and director of the Menopause Foundation of Canada, joins us to talk about this report and more.
Find out more at menopausefoundationcanada.com and connect on X, Instagram and LinkedIn.
How much is menopause costing the Canadian economy? Trish Barbato, co-founder and director of the Menopause Foundation of Canada, tells us about their $3.5 Billion estimate and how employers can better support women experiencing menopause. And, Salary Scale. Influencer Piyush Monga tells us why he interviews people about their salaries and what he’s learned from the experience. Plus, a conversation with Ron Saharyan, co-founder of Profit First Professionals, about slaying the “debt dragon” with the Profit First approach.
To find out more about the guests check out:
- Trish Barbato: menopausefoundationcanada.ca | X | Instagram | LinkedIn
- Piyush Mon: TikTok | Instagram | Facebook
- Ron Saharyan: profitfirstprofessionals.com | X | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
On the list of inappropriate questions to be asked, “How Much o You Make” has to be up there. But one person, Piyush Mongo, is one who is not afraid to ask that question. He has amassed over 440 thousand followers on Instagram and 100 thousand on TikTok. He joins us to talk about the process he goes through with asking that question.
Connect with Piyush on TikTok, Instagram and Facebook.
You finally have enough money to buy your first home but don’t forget to think of the monthly payments and commission fees. Rishard Rameez, co-founder and CEO of Zown, joins us to talk about how their online brokerage and payment assistance provider works.
Find out more at zown.ca and connect on LinkedIn, Instagram, X, and Facebook.
Think about your future before you quit your job, whether you want a new challenge, better work environment or more money. Whatever the reason you want to make it is the right decision for you and your career goals. Michael Horn, co-author of JOB MOVES: 9 Steps for Making Progress in Your Career, joins us to go over the steps.
Find out more at jobmoves.com and connect on LinkedIn and X.
We know we should save our money for the future but why does it seem nearly impossible to do. The Journal of Financial Planning had a number of experts look at the effect of having ‘savings rules’. Tanya Staples, co-author of the research paper and professor of financial planning at Kansas State University, joins us to tell us more about her research.
We talk to accredited financial counsellor and host of the More Money Podcast, Jessica Moorhouse, about her new book ‘Everything But Money’. The book helps you uncover your money story and create a better relationship with it.
Connect with Jessica on X and Instagram.
How to effectively change jobs. Michael Horn, author of JOB MOVES: 9 Steps For Making Progress In Your Career, shares his tips. Then, uncovering your money story. Jessica Moorhouse, Accredited Financial Counsellor, takes us through her book Everything But Money: The Hidden Barriers Between You and Financial Freedom. And, research that looks at the effects of savings rules. Tanya Staples, a professor of financial planning, tells us how they impact our behaviours when saving for our financial futures. Plus, we’ll speak with Rishard Rameez, co-founder and CEO of Zown, an online brokerage and down payment assistance provider.
To find out more about the guests check out:
- Jessica Moorhouse: X | Instagram
- Michael Horn: jobmoves.com | LinkedIn | X
- Rishard Rameez: zown.ca | LinkedIn |Instagram | X | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Are you financially confident? Depending on if you are male or female your answer may be different. A research brief developed by The Financial Consumer Agency of Canada and researchers at Carleton University in Ottawa looked at the effectiveness of online interventions to increase young women’s financial confidence and behaviour called “From Clicks to Confidence”. We have Ruth Stephen a director of Behavioural Finance Lab at FCAC and Dr. Johanna Peetz a professor of psychology at Carleton University, join us to tell us more about the research and its findings.
Connect with Carleton University on X and The Financial Consumer Agency of Canada on X, Instagram and Facebook.
Buying a house in Canada is expensive these days and while some buyers receive a leg up from family others do not have that advantage. So how do they get ahead? Jeff Klein, a wellbeing ecosystem consultant with CFH Consulting, joins us to about a ‘blended capital approach’ to capital access that may address this issue.
Find out more at cfhconsulting.net.
We have talked a lot about credit scores in past episodes – the importance of credit, credit scores for newcomers, and ways to improve your score but how are Canadians doing overall when it comes to their credit health. We have Tommy Lee, Senior Director at FICO, joins us to take us through some insights on the FICO Score and Canadians credit health.
Find out more at fico.com and connect on LinkedIn.
Getting married you have to change your mindset on money and how to talk about it with your partner. But after a divorce you have to revert back to yourself and how to change that mindset. Well Erika Wasserman, CEO of Financial Therapist and creator of conversation cards for couples, now has cards to help you with financial worries after a divorce. She joins us to take us through those cards.
Find the cards on Amazon and yourfinancialtherapist.com and connect on Instagram.
How to have tough conversations about money in your relationships. Erika Wasserman, CEO and Founder of Your Financial Therapist tells us about the “Let’s Talk Finances Conversation Cards: Divorce Edition”. Then, Canadians’ credit health and financial behaviour. Tommy Lee, Senior Director at FICO Canada, takes us through how Canadians are doing overall and shares his tips on how to improve credit scores. And, a “Blended Capital” approach to wealth building. Jeff Klein, wellbeing ecosystem consultant with CFH Consulting is here to take us through how it works. Plus, we’ll speak with Ruth Stephen, director of the Behavioral Finance Lab at FCAC, and Dr Johanna Peetz, professor of psychology at Carleton University, about financial confidence for women.
To find out more about the guests check out:
- Erika Wasserman: Amazon | yourfinancialtherapist.com | Instagram
- Tommy Lee: fico.com | LinkedIn
- Jeff Klein: cfhconsulting.net
- Carleton University: X
- The Financial Consumer Agency of Canada: X | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have the creator of the podcast ‘The Wealthy Immigrant’, Yewande Oduwole join us to tell us about the podcast and her financial journey as a newcomer navigating the financial systems.
Listen to episodes of the podcast here and connect on LinkedIn and Instagram.
Finding deals on groceries can be a huge help these days with how much it can cost these days. One way to cut costs is by couponing and we have one half of the ‘Coupon Couple’, Dee Debarros, join us to share her tips and talk about her own journey with couponing.
Find out more with their Facebook Group and connect on Instagram, TikTok, and Facebook.
Whether you are a permanent resident or a foreign worker who just moved to Canada, you might be unfamiliar with Canada’s banking and credit system. The challenges of starting a new life and build your credit history in Canada might seem difficult to newcomers, so we have invited Gayle Ramsey, Head, SVP, Everyday Banking, Segments & Customer Growth, Personal Banking from BMO, who will join us to talk about BMO NewStart® Program, which offers banking products and services to make new beginnings simpler in Canada.
Find out more about BMO’s banking offers for newcomers and connect with BMO onFacebook,X,Instagram andLinkedIn.
There can be a real disconnect between newcomers to Canada needing to work and companies needing employees. The Institute for Canadian Citizenship, in partnership with Deloitte, created a playbook for business leaders to help narrow the gap. Daniel Bernhard, CEO of the ICC, joins us to take us through the playbook called ‘Talent to Win’.
Connect with Institute for Canadian Citizenship on Facebook, Instagram, X, and YouTube. Find Daniel on LinkedIn.
There is widespread agreement that newcomers are needed to help fill jobs in Canada. But how best to do that? Daniel Bernhard, CEO of the Institute for Canadian Citizenship, is here with some creative examples of companies overcoming hurdles. Then, helping newcomers build credit after they arrive in Canada. Gayle Ramsay, Head, SVP, Everyday Banking, Segment & Customer Growth, Personal Banking at BMO, tells us about the BMO NewStart® Program. And, we’ll speak with Yewande Oduwole, creator and host of The Wealthy Immigrant podcast. Plus, saving money on groceries. Dee Debarros from the “Coupon Couple” shares her budgeting tips.
To find out more about the guests check out:
- The Institute for Canadian Citizenship: Facebook | Instagram | X | YouTube
- Daniel Bernhard: LinkedIn
- BMO Financial Group: Banking offers for Newcomers | Facebook | X , Instagram and LinkedIn
- Dee Debarros: Coupon Couple Facebook Group | Instagram | TikTok | Facebook
- Yewande Oduwole: The Wealthy Immigrant Podcast | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Kids have access to technology that is connected to a credit card that can lead to problems when they can ring up ‘in-app purchases’ without understanding the results in the real world. Lisa McKay, a psychologist with two kids, joins us to help us navigate situations when your child is tempted to spend money online.
Find out more at lisamckaywriting.com and connect on LinkedIn, Facebook, and Instagram.
Financial stability is definitely a part of the ‘Money Can’t Buy You Happiness’ equation at least according to a new survey by HomeEquity Bank using the Triangle of Happiness – standard of living, strong personal relationships, and achieving in life - to see how satisfied Canadians in retirement are. We are joined by Vivianne Gauci, Senior Vice President of Customer Experience, to tell us more about the survey.
Find out more at chip.ca and connect on Facebook, LinkedIn, and X.
We all know education is important but education in Canada does come at a cost and it can be a challenge to afford post-secondary education without a scholarship or bursary. The Wealthsimple Foundation aims to break down the barriers in Canada. We have the Chair, Leen Li, joins us to tell all about those barriers and the different ways you can save for school.
Find out more about wealthsimplefoundation.com and connect on Instagram, TikTok and LinkedIn.
Financial Barriers That Newcomer Women Face
Newcomer women face unique barriers when it comes to money. Tonie Chaltas, Chief Executive Officer of Achev, joins us to tell us about those barriers and ways to overcome them.
Find out more at achev.ca and connect with Tonie on LinkedIn and X.
Kids love to play online. But in-app purchases can add up very quickly. We’ll speak with psychologist Lisa McKay about the expensive lessons to be learned when it comes to your child’s gaming. Then, Financial Literacy Month continues with a focus on the newcomer experience. Tonie Chaltas, Chief Executive Officer of Achēv, tells us about the unique barriers newcomer women face when it comes to money. And, saving money for school. Leen Li, Chair of the Wealthsimple Foundation, takes us through the systemic changes needed to make post-secondary education more accessible for Canadian families. Plus the Golden Triangle of Happiness. Vivianne Gauci, Senior Vice President of Customer Experience at HomeEquity Bank, tells us how they use this happiness marker to see how satisfied Canadian homeowners are.
To find out more about the guests check out:
- Tonie Chaltas: achev.ca | LinkedIn | X
- Leen Li: wealthsimplefoundation.com | Instagram | TikTok | LinkedIn
- Vivianne Gauci: chip.ca | Facebook | LinkedIn | X
- Lisa McKay: lisamckaywriting.com | LinkedIn | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We know financial literacy is important but how much insurance talk is a part of that. Jessica Baker, Executive Vice-President of Retail Wealth of Co-operators, joins us to take us through what you need to know about insurance and shares her advice.
Find out more at cooperators.ca and connect on Instagram and Linkedin. Connect with Jessica on LinkedIn.
We are joined by the Chief Executive Officer of the Canadian Credit Union Association, Jeff Guthrie, to tell us more about the option of credit unions when it comes to banking.
Connect with Jeff on LinkedIn.
Finding a job as a newcomer to Canada can be really tough. PeaceGeeks have created a virtual AI career coach to help people find jobs and learn more about the application process. CEO Jennifer Freeman joins us to tell us how it works.
Find out more about the AI career coach here and connect with Jennifer on X.
Moving to a new country you are faced with a number of challenges including navigating a new financial system. We are joined by Felipe Saboga and Maria Akejandra Villegas or kmown as Pipe and Aleja, founders of Para Canada, an immigrant community that aimes to provide resources for people looking to move to Canada.
Find out more at para-canada.com and connect on Instagram and TikTok.
Financial literacy and newcomers. Pipe and Aleja from Para Canada tell us about their journey to Canada and the financial challenges they faced. Then, navigating the job market without Canadian experience. Jennifer Freeman, CEO of PeaceGeeks, takes us through their AI-driven virtual career coach. And learning about the different financial institutions in Canada. The big banks aren’t the only game in town. Jeff Guthrie, Chief Executive Officer of the Canadian Credit Union Association, tells us about Credit Unions and how they work. Plus, we’ll speak with Jessica Baker, Executive Vice President of Retail Wealth of Co-operators, about a gap in financial literacy when it comes to insurance.
To find out more about the guests check out:
- Para Canada: para-canada.com | Instagram | TikTok
- Jennifer Freeman: PeaceGeeks AI Career Coach | X
- Jeff Guthrie: LinkedIn
- Co-operators: cooperators.ca | Instagram | Linkedin
- Jessica Baker: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Preparing for retirement can be daunting and there are tons of resources out there. We take a look at a new book called How To Retire from Christine Benz, director of personal finance and retirement for Morningstar. She joins us to share some lessons she learned.
Read more at morningstar.com/retirementtips and check out morningstar.com. Connect with Christine on X and LinkedIn.
What does wealth really mean and what does it mean to you. Psychologist and behavioural finance expert Daniel Crosby joins us to talk about his latest book, The Soul of Wealth. Where he writes about finding the balance between the different kinds of wealth.
Connect with Daniel on X and LinkedIn.
Moving to a new country is a big change and figuring out how much money you’ll need to live can be a challenge. We are joined by Tanvi Chitnis, Digital Strategist with Credit Canada, to talk about Butterfly which is a budgeting app designed for newcomers.
Find out more at creditcanada.com and connect on Facebook, X, and Instagram.
A budgeting app for newcomers by newcomers, designed to increase financial confidence. It’s called Butterfly. Credit Canada’s Tanvi Chitnis is here to tell us how it works. Then, what it means to be wealthy. Daniel Crosby, psychologist and behavioral finance expert, will be here to talk about his book The Soul of Wealth. And twenty lessons from retirement thought leaders. Christine Benz takes us through her book How to Retire.
To find out more about the guests check out:
- Tanvi Chitnis: creditcanada.com | Facebook | X | Instagram
- Daniel Crosby: X | LinkedIn
- Christine Benz: morningstar.com | X | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Registered Education Savings Plans or RESP’s are a great vehicle to save for your child’s education. But how you use that vehicle is important and what vehicle you choose is just as important. Scholarship trusts are another way to save for your chi’s education. We have Aravin Sithamparapillai, and associate at Ironwood Wealth Management, joins us to give us the information we nee before jumping into this decision.
Connect with Aravin on LinkedIn, X, and Instagram.
Estate planning is important, but it can get complicated if you have a blended family. To take us through some of the things to think about we have Arin Klug, co-founder and COO of Epilogue.
Find out more at epiloguewills.com and connect on X, Instagram, and Facebook.
There are many employee benefits that companies have to help recruit and retain staff. One perk some companies may choose is to offer “group mortgages”. Rob McLister, mortgage analyst and editor of MortgageLogic.news, joins us to tell us how it works.
Find out more at mortgagelogic.news and connect on X.
People can listen and talk about personal finance in a variety of ways including community groups. We take a look at money clubs or share clubs with Peter MacLean, a member of Ottawa’s Share Club’s executive committee.
Fin out more at money4retirement.ca or you can email ottawashareclub@gmail.com.
Joining a Money Club or Share Club. The benefits of having discussions about personal finance with other people in your community. Peter MacLean, of the Ottawa Share Club is here to tell us how these groups work. Then, estate planning for blended families. Arin Klug, co-founder and COO of Epilogue takes us through different scenarios and things to consider. And, if you’re considering saving for your child’s education using a group RESP or scholarship trust, there are some things you should be aware of first. Aravind Sithamparapillai from Ironwood Wealth Management is here to tell us how they work. Plus, we’ll speak with Rob McLister, mortgage analyst, Financial Post columnist and editor of MortgageLogic.news about group mortgages and how they work.
To find out more about the guests check out:
- Ottawa Share Club: money4retirement | ottawashareclub@gmail.com
- Rob McLister: mortgagelogic.news | X
- Arin Klug: epiloguewills.com | X | Instagram | Facebook
- Aravin Sithamparapillai: LinkedIn | X | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Money management in a relationship or marriage requires teamwork but what does that exactly look like. Modern Husband is a platform and podcast that you can turn to for ideas on how to manage money and the home as a team. Founder, Brian Page, joins us to tell us all about it and shares some tips.
Connect with Modern Husband on X, Facebook and Instagram.
Managing money is different when you become a parent and if more so if you are a single parent. Now some people are choosing to become single parents by choice. To help us break down some of the financial considerations of having a baby with only one income is Julia Chung, co-founder and chief executive officer of Spring Planning Inc. and president of the Financial Planning Association of Canada.
Find out more at springplans.com and connect on X, Facebook, and Instagram.
When it comes to planning a funeral, any service comes at a cost. The price is definitely not what you think of first, but it is something that you have to consider. To give us a break-down on what does it actually cost and how the death-care industry is evolving we are joined by Shawn Davidson, a licensed funeral director and owner/manager of Carruthers & Davidson Funeral Home.
For more information check out carruthersdavidson.com.
We all know what spring cleaning is and that you start way before the season rolls around. What about ‘death cleaning’. Swedish author Margareta Magnusson wrote a book called ‘The Gentle Art of Swedish Death Cleaning’, which is a unique approach to organizing your home and getting rid of possessions you don’t actually need. Professional organizer and founder of A Clear Path, Regina Lark, joins us to tell us more about it.
Connect with Regina on Facebook, Instagram and LinkedIn.
Getting rid of clutter. Regina Lark, professional organizer and founder of A Clear Path, takes us through the Swedish Death Cleaning method. Then, the cost of planning a funeral. Licensed funeral director Shawn Davidson breaks down the financial considerations. And deciding to become a single parent by choice. Julia Chung, co-founder and chief executive officer of Spring Planning Inc., tells us how much it could cost and shares her planning tips. Plus, we’ll speak with Brian Page, founder of Modern Husbands, a platform and podcast with tips to help you manage your money and home as a team.
To find out more about the guests check out:
- Regina Lark: Facebook | Instagram | LinkedIn
- Carruthers & Davidson Funeral Home: carruthersdavidson.com
- Spring Planning Inc.: springplans.com | X | Facebook | Instagram
- Modern Husband: X | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Money can affect every aspect of our lives. This includes mental health so what happens if you have a high debt load? To tell us about the impact on our mental health and what we can do about it we are joined by Robert Kilner a Spergel Partner and Licensed Insolvency Trustee.
Find out more at spergel.ca and connect on Instagram, X, and Facebook.
What happens if the credit bureaus have the wrong information about you? Julie Kuzmic, from Equifax Canada, joins us to share the what the impact can be and what you can do to resolve the issue.
Connect with Julie on X and LinkedIn.
Back in the day you might have a work trip that takes you to a bucket list destination but you might not have gotten a chance to see all the sights. Now people are finding ways to mix their business trips with leisure activities called a ‘Bleisure Trip’. For more on this we have Jessica Moorhouse, a personal finance expert, join us to share more on this topic.
Find out more at jessicamoorhouse.com and connect on Instagram.
Getting laid off from your job is very personal but for Giovanna Ventola she decided to share her story with the world on TikTok with amazing results. Giovanna joins us to talk about her experience and how she is helping others with their job search.
Find out more at rhizetogether.com and on LinkedIn. Connect with Giovanna on TikTok, Instagram and LinkedIn.
Getting laid off and sharing your experience on TikTok. Giovanna Ventola, founder of Rhize, shares why she turned to social media after losing her job and how she’s now helping others with their job search. Then, a growing trend called “Bleisure Travel”. Personal finance expert Jessica Moorhouse tells us how Canadians are mixing business and leisure when going on work trips. And what happens if credit bureaus have your information wrong. Julie Kuzmic from Equifax Canada takes us through how to resolve the issue. Plus, we’ll speak with Robert Kilner, Licensed Insolvency Trustee at Spergel, about how debt load can affect your mental well-being.
To find out more about the guests check out:
- Giovanna Ventola: TikTok | Instagram | LinkedIn
- Rhize: rhizetogether.com | LinkedIn
- Jessica Moorhouse: com | Instagram
- Julie Kuzmic: X | LinkedIn
- Spergel: spergel.ca | Instagram | X | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Were any books you read as a child about financial literacy, probably not. But now there is, author Cinders McLeod, joins us to talk about her latest book in the Moneybunny series called How Do You Spend.
Connect with Moneybunny on Instagram, X, and Facebook. Connect with Cinders on Instagram and X.
You’ve heard of body dysmorphia where someone worries a lot about their perceived flaws. Now the word dysmorphia is being applied to money too – situations where you worry a lot about your money, when in fact the reality is different. Author Erin Lowry joins us to tell us more about it and how to manage it.
Find out more at brokemillennial.com and erinlowry.com. Connect on X, Instagram, and check out Broke Millennial on Substack.
We all have blind spots in life whether it be in relationships, health, career or money. It is easier to see the circumstances that make money hard to manage then things that are not easy to see. Manal Maurice is a leader at The Landmark Forum, and she tells us about a concept called Money Rackets, and how they could be holding you back.
Find out more at landmarkworldwide.com and connect on X, Facebook, and LinkedIn. Connect with Maurice on LinkedIn.
We know there is a strong connection to money and your mind. So, what are you blind spots when it comes to personal finance? . Then, is money dysmorphia actually a thing? It is according to TikTok. Erin Lowry, author of the “Broke Millennial” series, takes us through the definition so you can see if it describes you. Plus, a new financial literacy book for kids. Author Cinders McLeod takes us through the latest book in the MONEYBUNNY series called How Do YOU Spend?
To find out more about the guests check out:
- Manal Maurice: LinkedIn
- The Landmark Forum: landmarkworldwide.com | X | Facebook | LinkedIn
- Erin Lowry: brokemillennial.com | erinlowry.com| X | Instagram| Substack
- Cinders McLeod: Instagram | X
- Moneybunny: Instagram | X | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
It is so much easier to tap your credit card instead of physically taking cash out of your wallet but it can lead to overspending. To tell us how paying through your phone impacts your spending is Yuqian Xu, assistant professor of Operations Management at Kenan-Flagler Business School at the University of North Carolina.
Connect with Yugian on LinkedIn, Facebook, Instagram, and find out more at lillianyuqian
Finding affordable housing can be a challenge and even more so if you are new to the country. A company called SingleKey aims to make housing more accessible for newcomers by providing property managers access to foreign credit histories. Director of Customer Engagement MacKenzie Wilson joins us to tell us more about this.
Find out more at singlekey.com and connect on LinkedIn, Instagram, Facebook and X.
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We cover financial literacy for kids and adults but what about those in-between. Whether they are starting their post-secondary career or just finishing and just to embark on a new career there are specific challenges they face when it comes to financial literacy. We are joined by Benjamin Croitoru, Associate Professor at McGill University’s Desautels Faculty of Management, to talk about McGill’s free-to-the-public Personal Finance Essentials Course.
Find out more about the McGill Personal Finance Essentials Course here.
Most of your life is planning and saving for retirement. But what happens to your savings once you finally get there. To help us understand the decumulation part of retirement we have Eric Monteiro, Sun Life’s VP of Group Retirement Services, join us to talk through this phase.
Find out more at sunlife.ca and connect on X, Facebook, and Instagram.
How to make your retirement savings last. Eric Monteiro, Sun Life’s SVP of Group Retirement Services, helps us understand the “decumulation” phase. Then, a tool to help newcomers to Canada get approved to rent a home. MacKenzie Wilson from SingleKey, tells us how they help property managers access foreign credit histories. And, how your mobile payment app may be making you overspend. Yuxian Xu, an assistant professor of Operations Management at the University of North Carolina, explains the data behind it. Plus, financial literacy tips for post-secondary students with Benjamin Croitoru, Associate Finance Professor and resident personal finance expert at McGill University’s Desautels Faculty of Management.
To find out more about the guests check out:
- Eric Monteiro: sunlife.ca | X | Facebook | Instagram
- Benjamin Croitoru: McGill Personal Finance Essentials Course
- Viller Lika: singlekey.com | LinkedIn | Instagram | Facebook | X
- Yuqian Xu: lillianyuqian | LinkedIn | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Everyone has heard of the Wealthy Barber but have you heard of its’ extra-terrestrial counterpart, The Wealthy Martian. We have author Karen Cumming to take us through the book as referred to as an “out-of-this world guide to financial literacy.
Connect with Karen on Instagram and TikTok.
Do you play it safe or take risks when it comes to investing? Knowing what to do is a challenge but if you are looking to put your trading strategies to the test with The Biggest Winner Competition, that let you take risks and compete for prizes. We talk to Stephanie Wolfe, Executive Vice President and Head of Marketing at Global X, about how the competition works and how to enter.
Connect with Stephanie on LinkedIn.
There is an app for just about anything nowadays. Along with the dating, and cooking apps there are financial apps. One of them is MoneyReady App that offers Canadians with a financial planning tool. We are joined by the creator, Elisabeth Tillier to talk about the app.
Find out more at moneyreadyapp,ca and connect on X and Facebook.
Newcomers have been coming to Canada for centuries with their own traditions, cultures, food and beliefs. For some cultures, managing money is a little bit more complex and the Muslim community is one example. Dr. Mohamad Sawwaf, CEO of Mazil, joins us to talk about how their firm offers halal investment and financing solutions in Canada.
Connect with Mohamad on X, Instagram, and Facebook.
Learning about financial literacy from space. Author and teacher Karen Cumming takes us through her book The Wealthy Martian: An Out-of-this-World Guide to Financial Literacy for Parents, Teens and Other Earthlings. Then, managing your money in a way that works with your beliefs. Dr. Mohamad Sawwaf, founder and CEO of Manzil, tSells us about their halal financial services. And, a competition that lets you invest without all the risk. Stephanie Wolfe, Head of Marketing at Global X, tells us about the Biggest Winner and how it works. Plus, we’ll speak to Elisabeth Tillier, creator and head of the MoneyReady App.
To find out more about the guests check out:
- Mohamad Sawwaf: X | Instagram | Facebook
- MoneyReady App: moneyreadyapp,ca | X | Facebook
- Stephanie Wolfe: LinkedIn
- Karen Cumming: Instagram and TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We are joined my Laura Paris, an associate at Shulman & Partners LLP, to talk about the rise she is seeing in digital evidence being used in divorce cases.
Find out more at shulman.ca and connect on X and Instagram.
We are joined by the president of Pacific Capital, Chad Willardson, to talk about the ins and outs of managing money as a professional athlete.
Find out more at chadwillardson.com and connect on LinkedIn and Instagram.
While sports betting can be a hobby the cost of it can add up. We are joined by Tyler Thielmann, president and CEO of online lender Spring Financial, to take us through the dangers of betting on sports.
Connect with Spring Financial on X, Facebook and Instagram.
Dr. Gary Chapman, author of The 5 Love Languages, joins us to help us better understand how these love languages can strengthen our relationship with our loved ones and maybe even our money.
Find out more at 5lovelanguages.com and connect on X and Instagram.
How the pros manage their money. Chad Willardson, president of Pacific Capital, tells us about the different financial considerations high net worth athletes need to make when it comes to budgeting for their future after sports. Then, how sports betting can impact your financial health. Tyler Thielmann, president and CEO of Spring Financial, takes us through some of his concerns. And, how the five love languages can help us within our relationships when it comes to finances. Dr Gary Chapman, marriage counselor and author of the Five Love Languages, tells us more about it. Plus, we’ll speak to Laura Paris, an associate at Shulman & Partners LLP, about the different ways technology use can impact divorce cases.
To find out more about the guests check out:
- Gary Chapman: 5lovelanguages.com | X | Instagram
- Spring Financial: X | Facebook | Instagram
- Chad Willardson: chadwillardson.com | LinkedIn | Instagram
- Shulman & Partners LLP: shulman.ca | X | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
What it’s like living in poverty. Brian Shelley, Chief Executive and Philanthropy Officer at United Way Simcoe Muskoka, tells us about their ‘Living in My Shoes Anti-Poverty Simulator’. Then, saving money while reducing food waste. Sarah Soteroff tells us about the app Too Good To Go and how it works. Online dating is an ever changing game. In addition to nice photos, one dating app is asking for your credit score before you can swipe right. Luke Bailey from Neon Money Club tells us about SCORE. Plus, an app for newcomers called “Welcome to Canada”. PeaceGeeks CEO Jennifer Freeman takes us through its features.
To find out more about the guests check out:
- Brian Shelley: uwsimcoemuskoka.ca |Facebook | X |Instagram
- Too Good To Go: toogoodtogo.com | Instagram | X
- Sarah Soteroff: Instagram | X
- Luke Bailey: Instagram
- Neon Money Club: joinneon.com | Instagram | X
- Jennifer Freeman: LinkedIn
- PeaceGeeks: LinkedIn | Facebook | X | Instagram
- Welcome To Canada: LinkedIn | Facebook | X | TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Living on a senior’s budget for one month. Kaitlin Verge from Grant Thorton shares her experience and what she learned. Then, “Loud Budgeting” and “Soft Saving” are the latest TikTok trends. Personal finance columnist Lesley-Anne Scorgie takes us through what they’re all about. And, the 50/30/20 rule. Freelance personal finance writer Jordann Kaye tells us how this popular budgeting strategy works. Then, Cash Stuffing is making a comeback. TikToker Courtney Krandel takes us through how this budgeting method works and why it’s become so popular. Plus, Enoch Omololu from Savvy New Canadians will take us through some of the best budgeting apps.
To find out more about the guests check out:
- Kaitlin Verge: LinkedIn
- Lesley-Anne Scorgie: mevest.ca | Instagram | X | Facebook
- Jordann Kaye: jordannkaye.com | Instagram | X
- Courtney Krandel: TikTok | teddy.fund
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
How to negotiate to help you save money. Matt Schulz, personal finance author, educator and speaker, takes us through it in his book Ask Questions, Save Money, Make More. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships. And, we’ll speak with Michelle Hilscher from BEworks about their behavioural science course for financial advisors. Plus, the purpose of money. Financial Coach Acquania Escarne shares her tips for building generational wealth.
To find out more about the guests check out:
- Matt Schulz: mattschulz.com | X | Instagram | Facebook | TikTok | LinkedIn
- Scott Rick: scottrick.com | Instagram | X | Facebook
- Michelle Hilscher: LinkedIn
- Acquania Escarne: thepurposeofmoney.com | Instagram | Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Best of Moolala focusing on investing for your future. What mindfulness has to do with your investments. Financial Adviser Jonathan K. DeYoe tells us about his book Mindful Investing: Right Focus, Better Outcome, Greater Well-Being. And, Jessica Rowat and Colleen Kormos from Two Girls Investing talk about personal finance on TikTok. Then, investing tips for new Canadians. Enoch Omololu, founder of Savvy New Canadians, shares some of the differences new immigrants face compared to new investors. Plus, we’ll speak with Greybrook CEO Sasha Cucuz about investing in real estate.
To find out more about the guests check out:
- Sasha Cucuz: LinkedIn
- Greybrook: greybrook.com | LinkedIn | Instagram
- Jonathan K. DeYoe: mindful.money | X | Instagram | Facebook | YouTube | LinkedIn
- Jessica Rowat and Colleen Kormos: twogirlsinvesting | TikTok | Instagram
- Enoch Omololu: savvynewcanadians.com | Facebook | Instagram | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Navigating credit card debt. Doris Asiedu from Credit Canada tells us what happens if you don’t pay off your credit card. And, Credit Canada’s Becky Western-Macfayden takes us through a financial coaching program to help you reduce debt. Then, all you need to know about a consumer proposal. Licensed Insolvency Trustee Caryl Newbery-Mitchell tells us about the process. Plus, we’ll speak with Carly Kalish, executive director at Victim Services Toronto, about their Reclaim program that helps support human trafficking survivors with their debt.
To find out more about the guests check out:
- Becky Western-Macfayden: creditcanada.com| Facebook | X | LinkedIn | Instagram
- Caryl Newbery-Mitchell: MNPDebt.ca | X | Facebook | LinkedIn
- Carly Kalish: YouTube | Instagram | X | Facebook
- Doris Asiedu: creditcanada.com | Facebook | X | LinkedIn | Instagram | YouTube channel.
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
Money can be stressful, and FP Canada has a whole survey dedicated to it called the financial stress index. We are joined by Tina Tehranchian, senior wealth advisor at Assante Capital Management and an FP Canada Fellow, to give us insights on the survey showing that despite Canadians feeling stressed they are increasingly optimistic.
Find out more at tinatehranchian.com and connect on LinkedIn, X, and Instagram.
Think of a restaurant you want to book a reservation at for a big event, but it is fully booked for months. Would you pay money to secure a spot? There is a platform called Appointment Trader that lets you buy and sell your appointments and reservations. For more on how it works Jonas Frey, Founder of the platform, joins us.
Find out more at appointmenttrader.com and connect on Instagram, and X.
Money and confidence are often linked; having money can give you confidence and it takes confidence to get more money. We talk to Dia Bondi, author of Ask Like An Auctioneer – How to Ask for More and Get It, about how to take action to help get you out of debt.
Connect with Dia on Instagram, X, Facebook, LinkedIn, YouTube, and TikTok.
How to be more confident when it comes to money. Dia Bondi takes us through her book Ask Like an Auctioneer - How to Ask for More and Get It. Then, a platform that lets you buy or sell the most coveted restaurant reservations. Jonas Frey, founder of Appointment Trader, tells us how it works. Plus, the financial stressors facing Canadians and why some are feeling optimistic about their futures despite the money challenges. Tina Tehranchian, senior wealth advisor at Assante Capital Management, tells us about FP Canada’s Financial Stress Index.
To find out more about the guests check out:
- Dia Bondi: Instagram | X | Facebook | LinkedIn | YouTube | TikTok
- Jonas Frey: appointmenttrader.com | Instagram | X
- Tina Tehranchian: tinatehranchian.com | LinkedIn | X | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
If you need an elective medical procedure that might not be covered by your private insurance how do you go about financing them. Medicard provides financing programs for patients that could cover some of these procedures. To tell us how it works we are joined but VP and COO of Medicard, William Breton.
Find out more at medicard.com and connect on Instagram, X, and Facebook.
What if you could get a look at the investment portfolios of some of successful finance professionals from Canada and around the world. Well Barbara Stewart, Chartered Financial Analyst, makes this possible through her ‘Rich Thinking Global Research’ papers. Barbara joins us to tell us more about her research and findings.
Find out more at barbarastewart.ca and connect on Instagram, X, LinkedIn, and Facebook.
Owning a car can be expensive but one cost you may not expect is when your auto insurance premium suddenly rises without you knowing the reason. Breaking down the rates of auto insurance is Matt Hands, VP of Insurance at Ratehub.ca.
Find out more at ratehub.ca and connect on Facebook and X.
Buying, selling, negotiating, leading a meeting, or managing a crisis are some of the everyday skills needed in your job today. But where do you learn these skills? One is from the book CONVINCE ME: High-Stakes Negotiation Tactics To Get Results in Any Business Situation. Authors, Chip Massey and Adele Gambardella, join us to tell us more about the book.
Find out more at convincingcompany.com and connect with Chip on LinkedIn and Adele on LinkedIn.
How do the pros invest their own retirement savings? Chartered Financial Analyst Barbara Stewart tells us about her latest research and what she learned. Then, how to be convincing. Former FBI hostage negotiator Chip Massey and Crisis PR consultant Adele Gambardella take us through their book CONVINCE ME: High-Stakes Negotiation Tactics to Get Results in Any Business Situation. And, why your auto insurance premium could be going up and what you can do about it. Matt Hands, VP of Insurance at Ratehub.ca, shares his insights. Plus, we’ll speak with William Breton, VP and COO of Medicard, about financing cosmetic surgery.
To find out more about the guests check out:
- Convincing Company: convincingcompany.com
- Chip Massey: LinkedIn
- Adele Gambardella: LinkedIn
- Matt Hands: ca | Facebook | X
- Barbara Stewart: ratehub.ca | Instagram | X | LinkedIn | Facebook
- William Breton: medicard.com | Instagram | X | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
You can invest your money in many different ways; stocks, bonds, ETF’s, mutual funds, NFTs, art. But what about your pantry? Scott Baker, associate professor of finance at the Kellog School, looked at how many households “invest” surplus cash in an inventory in common household consumables. He joins us to give us a look at the strategies and how do the households realized a return on investment.
Find out more about Schoot at kellog.northwestern.edu.
Financial planning has many components but one that gets forgotten about is the mortgage. Alana Riley believes that it is a critical piece of the plan. Alana is the head of Mortgage, Insurance and Banking at IG Wealth Management and joins us to share why does it belong in your financial plan.
Connect with IG Wealth Management on LinkedIn, Instagram and X.
Parween Mander, a money coach and founder of ‘The Wealthy Wolfe’, joins us today to share her story and how she helps her clients through her coaching.
Find out more at thewealthywolfe.ca and connect on Instagram and TikTok.
Most of us were taught that there was only a right answer or a wrong answer in math class. But what about a different approach where students get to debate and discuss their opinions instead. Chris Luzniak, an international math consultant, instructional coach and founder of ‘Debate Math’, joins us to tell us more about this approach and how it can build confidence inside and outside of the classroom.
Find out more at luzniak.com and debatemath.com. Connect with Chris on X and Instagram.
What to do with your extra cash. Some Canadians invest it in common household consumables which can generate high financial returns. Scott Baker, an associate professor of finance at the Kellogg School, tells us about his latest research. Then, the power of debate. Chris Luzniak, international math consultant and instructional coach, takes us through the benefits inside and outside the classroom. And, including your mortgage in your financial plan. Alana Riley, head of Mortgage, Insurance and Banking at IG Wealth Management, tells us about her approach. Plus, we’ll speak with money coach Parween Mander about The Wealthy Wolfe.
To find out more about the guests check out:
- Chris Luzniak: luzniak.com | debatemath.com | X | Instagram
- Parween Mander: thewealthywolfe.ca | Instagram | TikTok
- Alana Riley: LinkedIn | Instagram | X
- Scott Baker: northwestern.edu
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
A lot of self-directed investing apps along with meme-stock investing and FOMO-style investing have been targeted towards Millennials and Gen Z. But what if you want the same benefits but with a long-term view towards investing. Mogo has an app called “Buffet Mode” which looks to combat meme stock gambling. To tell us how it works we are joined by Dave Feller, CEO and co-founder of Mogo.
Find out more at mogotrade.ca and connect on X, Instagram, and Facebook.
Should your financial advisor to a “hippocratic oath” like your doctor. Well John De Goey, portfolio manager with Design Securities Ltd., believes that they should. He joins us now to share on what is his reasoning.
Connect with John on X and LinkedIn.
There is a huge focus on credit score these days and there are a number of ways to build your credit but a little harder if you rent your residence instead of owning it. One platform that aims to help those that rent is called FrontLobby. The CEO, Zac Killam, joins us to explain more.
Find out more at frontlobby.com and connect on X and Instagram.
Already packed and ready to go on vacation but don’t forget your money. But what is the best way to pay when travelling outside of Canada – cash, credit, debit? To take us through each way we are joined by Barry Choi, a personal finance and budget travel expert and founder of Money We Have.
Find out more at moneywehave.com and connect on Instagram and X.
Cash or Card? What you should use when travelling outside of Canada. Barry Choi, a personal finance and budget travel expert at moneywehave.com, takes us through the pros and cons. Then, the case for financial advisors to have a hippocratic oath. John De Goey, portfolio manager with Design Securities LtdPlus, explains. And, a self-directed investing app from Mogo based on the principles of Warren Buffett called “Buffet Mode”. Mogo CEO and Co-Founder Dave Feller joins us to tell us how it works. Plus, we’ll speak with Zac Killam, CEO of FrontLobby about their credit-building rent reporting services.
To find out more about the guests check out:
- Barry Choi: moneywehave.com | Instagram | X
- Zac Killam: frontlobby.com | X | Instagram
- John De Goey: X | LinkedIn
- Dave Feller: mogotrade.ca | X | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
How many times have you changed your password in the name of cybersecurity. Well new technology and biometrics could make passwords a distant memory. Amisha Parikh, VP of Product Strategy, Cyber and Intelligence Solutions at Mastercard, joins us to explain how biometrics work.
Connect with Amisha on LinkedIn.
You may love money but does money love you? According to Julia Carson it is possible. Julia who is a financial advisor and founder of Financial Freedom Wealth Management Group joins us to take us through her book, ‘Money Loves You’ and shares some tips for improving your relationship with your finances.
Connect with Julia on Facebook, X, Instagram, and YouTube.
When it comes to productivity Canada lags behind other G7 countries. And a large cause to that problem is because we are not investing. Zita Cobb, former tech sector CEO of Shorefast and an innkeeper at Fogo Island Inn, joins us tell us how she thinks we can solve this issue.
Find out more about Shorefast and connect on LinkedIn and Instagram.
Canada has an investment problem, and that is holding back economic prosperity. Zita Cobb, former tech CFO, founder of Shorefast and the innkeeper at Fogo Island Inn, tells us what she thinks can be done to overcome these challenges. Then, new technology to fight cybercrime. Amisha Parikh, VP of Product Strategy, Cyber and Intelligence Solutions at Mastercard, tells us about biometrics and how they work. Plus, Julia Carlson, financial advisor and founder of Financial Freedom Wealth Management Group, takes us through her book Money Loves You.
To find out more about the guests check out:
- Zita Cobb: Shorefast |LinkedIn | Instagram
- Julia Carson: Facebook | X | Instagram| YouTube
- Amisha Parikh: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Investing in real estate on your own can be very expensive but now there is a platform that allows people to invest in real estate across Canada and the United States at any amount. Stephen Jagger, co-founder of Addy, joins us to tell us how it works.
Connect with Addy on Instagram, Facebook, and X/Twitter.
Connect with Stephen on X/Twitter.
Michele Cagan, certified public accountant and author of ‘Stock Market 101, joins us to talk about the importance of constantly refreshing the main concepts of the stock market so young people can know when the ‘entry point’ is to start investing for their future.
Find out more at michelecagancpa.com and connect on Facebook, Instagram, and X/Twitter.
Over the last 20 years the focus has been reducing household debt that would be the best for Canadians but now there is a different perspective of letting individuals take on more debt to address the affordability crisis. Jean Marc Ah-Sen joins us to talk about it.
Connect with Marc on Instagram.
While it should be easy to switch banks for some reason most Canadians stick with the bank that they started with, regardless of the quality of the relationship. Lesley-Anne Scorgie, founder of MeVest, joins us to give us the insight on hard it is to switch banks and what steps do you need to do if you are considering breaking up with your bank.
Find out more at mevest.ca and connect on Facebook, Instagram, and X/Twitter.
You didn’t promise to stay with your bank until “death do us part”. But how do you navigate the switching? Lesley-Anne Scorgie, personal finance columnist and president at MeVest shares her tips. Then, a contradictory solution to solving the affordability crisis - allowing people to take on more debt. Canadian writer Jean Marc Ah-Sen tells us more. And, a guide for new and experienced investors. Michele Cagan, certified public accountant, takes us through her book Stock Market 101. Plus, we’ll speak with Stephen Jagger, co-founder of addy, a real estate investment platform.
To find out more about the guests check out:
- Lesley-Anne Scorgie: mevest.ca | Facebook | Instagram | X/Twitter
- Jean Marc Ah-Sen: Instagram
- Michele Cagan: michelecagancpa.com | Facebook | Instagram | X/Twitter
- Addy: Instagram | Facebook | X/Twitter
- Stephen Jagger: X/Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We are joined by Julia Chung, president of the Financial Planning Association of Canada, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner’. Julia fills us in on how it works and how to know if this option is right for you.
Find out more at springplans.ca and connect on X/Twitter, Facebook and Instagram.
One of the best ways to advocate for financial equality and improving women’s status is by better voting. We are joined by Janine Rogan, author of ‘The Pink Tax: Diminishing a Financial System Designed to Keep Women Broke’, to take a deeper look at how voting and policy changes is needed to make a real impact.
Find out more at pinktaxbook.com and the wealthbuildingacademy.com. Connect with Janine on Instagram, YouTube and TikTok.
With the influx of the ‘Buy Now, Pay Later’ options popping up at the checkout of your favourite online store. This will allow you to pay for purchases in installments. One study looked at the pros and cons of this service. We take you through the financial health effects users may experience with Ed deHaan, professor at the Standford School of Business and one of the authors of the study “Buy now (pain?) later”.
Connect with Ed on LinkedIn.
It can be difficult to navigate all the changes that come with having an aging adult in your life. Do they need to go to assisted care, or who will be your power of attorney. These are conversations we need to have. Laura Tamblyn Watts, CEO of CanAge, wrote a book to help you have these conversations. She joins us to share her tips.
Connect with Laura on X/Twitter.
Family dynamics can be tricky at the best of times. But as our parents grow older there can be new challenges for kids to face. Laura Tamblyn Watts, CEO of CanAge, takes us through her new book Let’s Talk About Aging Parents. Then, a study that looks at the financial health impacts of using “Buy Now, Pay Later” when making purchases online. Co-author and Professor at the Stanford School of Business Ed deHaan tells us more. And, why voting is important in achieving financial equality for women. Chartered Professional Accountant and author Janine Rogan explains. Plus, a look at advice-only financial planning with Julia Chung, president of the Financial Planning Association of Canada.
To find out more about the guests check out:
- Laura Tamblyn Watts: X/Twitter
- Ed deHaan: LinkedIn
- Janine Rogan: com | wealthbuildingacademy.com | Instagram | YouTube | TikTok
- Julia Chung: ca | X/Twitter | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We all know the importance of financial literacy and how important it is for kids to have this knowledge but most of the time it is left up to the parents and not teachers. Tim Ranzetta, co-founder of Next Gen Personal Finance, joins us to talk about their mission that every high school student in the U.S. would have to take a one-semester course in personal finance before graduating all by the year 2030.
Connect with Tim on X/Twitter.
Whose responsibility is who’s in your household? We have Eve Rodsky join us to talk about the method she come up with called the ‘Fair Play Method’ which has turned into a book and a card game. Eve joins us to take us through how this method helps couples address the issue of who does what at home.
Connect on Instagram and Facebook.
Self-esteem and money can go hand in hand according to Aja Evans, a financial therapist and coach. Aja joins us to talk about how self-esteem can impact a person's relationship with their finances and spending habits.
Connect with Aja on Instagram.
Your first thought of investing in real estate is buying an income property. But what if you don’t want to deal with leaky faucets or tenants. Get into the real estate game by working with a private equity firm so you don’t have to deal with all that. We speak to Greybrook CEO, Sasha Cucuz, about how they invest on behalf of investors in large-scale real estate developments.
Find out more at greybrook.com and connect on LinkedIn and Instagram. Connect with Sasha on LinkedIn.
How to balance household tasks with a partner. Author Eve Rodsky takes us through The Fair Play Method. Then, a goal to have all graduating high school students in the U.S. take a personal finance course. Tim Ranzetta from Next Gen Personal Finance tells us about Mission 2030. And, what your self esteem has to do with your money habits. Financial therapist and coach Aja Evans explains. Plus, we’ll speak with Greybrook CEO Sasha Cucuz about investing in real estate.
To find out more about the guests check out:
- Sasha Cucuz: LinkedIn
- Greybrook: greybrook.com | LinkedIn | Instagram
- Aja Evans: Instagram
- Eve Rodsky: Instagram | Facebook
- Tim Ranzetta: ngpf.org | X/Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Talking about money with your peers can be uncomfortable especially when it comes to their salary. We are joined by Canadian Millennial Money Expert and financial counsellor Jessica Moorhouse to talk about the importance and challenges around transparency.
Connect with Jessica on Instagram.
Victims of human trafficking are impacted in many ways including becoming burdened with debt. Victim Services Toronto provides informed support and advocacy for those affected including running a program called Reclaim, which helps those that have been impacted financially. Carly Kalish, executive director at Victim Services Toronto, joins us to tell us how it works.
Find out more on YouTube and connect on Instagram, X/Twitter, and Facebook.
We are joined by the founder and CEO of Bloom, Ben McCabe to talk about reverse mortgages and how it works.
Find out more at bloomfin.ca and connect on LinkedIn and X/Twitter.
Have you ever thought about just asking for a raise, a lower mortgage rate, or a better deal on that new car but the challenge is how you start that conversation. Author Matt Shulz, joins us to talk about his book, Ask Questions, Save Money, Make More and he outlines a number of scenarios to help you save money by just asking.
Find out more at mattshulz.com and connect on X/Twitter, Instagram, Facebook, TikTok, and LinkedIn.
How to negotiate to help you save money. Matt Schulz, personal finance author, educator and speaker, takes us through it in his book Ask Questions, Save Money, Make More. And why salary transparency can be both important and challenging. Canadian Millennial Money expert Jessica Moorhouse explains. Then, a company called Bloom that offers Canadians reverse mortgages. Founder and CEO Ben McCabe tells us how it works. Plus, we’ll speak with Carly Kalish, executive director at Victim Services Toronto, about their Reclaim program that helps support human trafficking survivors with their debt.
To find out more about the guests check out:
- Matt Schulz: mattschulz.com | X/Twitter | Instagram | Facebook | TikTok | LinkedIn
- Ben McCabe: bloomfin.ca | LinkedIn | X/Twitter
- Carly Kalish: YouTube | Instagram | X/Twitter | Facebook
- Jessica Moorhouse: Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The world of commerce is changing and in a recent report, Mastercard, found that there are three emerging tech trends that are expected to reshape a number of sectors. Darrell MacMullin, SVP Product and Solutions at Mastercard in Canada, join us to go over what these emerging trends are.
We talk to Kevin Caspersz, Managing Partner at Caspersz Chegini LLP, about forensics in the context of accounting and divorce.
Find out more at ccfamilylaw.ca and connect on LinkedIn.
Raising a child is expensive in both needs and wants. As a parent we sometimes feel pressure to spend money on things like toys, birthday parties and family vacations. But all of that can add up. We have Anita Bruinsma, financial coach with Clarity Personal Finance, she give us five tips on how we can cut costs while also making sure you are purchasing meaningful things for your child.
Find out more at clarityonyourmoney.com
While we may complain about banks for many reasons they do play an important role in our community. In the United States, some banks have a different role. Lynette Khalfani-Cox, The Money Coach, personal finance expert, speaker, author, join us to share the importance of a black-owned bank and the history.
Connect with Lynette on Facebook, Instagram, X/Twitter and LinkedIn.
Money saving tips when making purchases for your kids. Anita Bruinsma from Clarity Personal Finance, shares how to spend in more meaningful ways. And, divorce and forensic accounting. Kevin Caspersz, Managing Partner at Caspersz Chegini LLP, tells us how it works and when you might want to explore this option. Then, the best Black-owned banks. Lynnette Khalfani-Cox, The Money Coach and a personal finance expert, speaker and author, takes us through them and their importance. Plus, we’ll speak Darrell MacMullin, SVP Product and Solutions at Mastercard in Canada, about their emerging tech trends report.
To find out more about the guests check out:
- Lynette Khalfani-Cox: Facebook | Instagram | X/Twitter | LinkedIn
- Anita Bruinsma: clarityonyourmoney.com
- Kevin Caspersz: ccfamilylaw.ca | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Fraudsters are becoming more and more sophisticated and it seems across generations fall victim to these scams. So to bring more awareness to Canadians on how to stay safe online, HomeEquity Bank has developed an online quiz for people to test their ‘sca sense’. Vivian Gauci, Senior Vice President and CMO at HomeEquity Bank, joins us for more on how it works.
We talk to Clint Davis, CEO of Cedar Leaf Capital, about how they are the first Indigenous-owned investment dealer in Canada created through an agreement between Scotiabank, two Indigenous owned corporations and a First Nation. He joins us to tell us more about the significance of this partnership.
Connect with Clint on LinkedIn, Facebook and X/Twitter.
There are so many budgeting apps out there that makes a choice for one difficult. One app out there is called Wilbur and it is developed in Canada for Canadians. To take us through how it works we are joined by CEO Mike Rodenburgh.
Find out more at wilburbudget.com and connect on Instagram and X/Twitter. Connect with Mike on LinkedIn.
The app, Too Good To Go is hoping to address the problem of unsold food from restaurants or grocery stores by allowing businesses to sell their surplus to customers at a discounted price. To tell us more about how it work Sarah Soteroff, Senior PR Manager at To Good To Go, joins us.
Find out more at toogoodtogo.com and connect on Instagram and X/Twitter . Connect with Sarah on Instagram and X/Twitter.
Saving money while reducing food waste. Sarah Soteroff tells us about the app Too Good To Go and how it works. Then, testing your ‘scam sense’. Vivianne Gauci from HomeEquity Bank tells us about their online quiz that hopes to bring more awareness about fraud. And, the first Indigenous-owned investment dealer in Canada. It’s called Cedar Leaf Capital. CEO Clint Davis tells us what they hope to achieve. Plus, we’ll speak with Mike Rodenburgh, co-founder and CEO of a budgeting app called Wilbur.
To find out more about the guests check out:
- Sarah Soteroff: Instagram | X/Twitter
- Too Good To Go: toogoodtogo.com | Instagram | X/Twitter
- Mike Rodenburgh: LinkedIn
- Wilbur Budget: wilburbudget.com | Instagram | X/Twitter
- Clint Davis: LinkedIn | Facebook | X/Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
When you finally talk about money with your partner and you find out that one is a spendthrift and one is a tightwad, what do you do. Behavioural scientist, Scott Rick’s new book – ‘Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships’ may be the book for you. Rick joins us to take us through the book.
Find out more at scottrick.com and connect on Instagram, X/Twitter, and Facebook.
The rent or buy has been a question for decades and even more so now with both housing costs and renting costs going through the roof could ‘rentership’ be the best thing. Adrian Rocca, CEO of Fitzrovia, strongly believes that rentership is the future. He joins us to talk about renting vs buying and what innovation is occurring.
Connect on Instagram and Facebook.
Getting financial literacy is important for everyone but sometimes there are barriers to accessing the tools and resources needed to learn about money. BMO Smart Progress is an interactive learning platform which has recently expanded to include a new website with curated learning modules for First Nations, Inuit, and Métis communities in Canada. To take us through it we are joined by Gayle Ramsay, head of everyday banking at BMO.
Connect with BMO on Instagram, Facebook, and X/Twitter.
With the many dating apps out this one might be the most interesting. It’s called ‘SCORE’ and it includes your credit score. It’s from the financial platform ‘Neon Money Club’ and co-founder Luke Bailey joins us to tell us how it works.
Connect on with Luke on Instagram. Find out more about Neon Money Club at joinneon.com and connect on Instagram and X/Twitter.
Online dating is an ever changing game. In addition to nice photos, one dating app is asking for your credit score before you can swipe right. Luke Bailey from Neon Money Club tells us about SCORE. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships. And, financial education for Indigenous communities. Gayle Ramsay from BMO joins us to tell us about BMO SmartProgress. Plus, we’ll speak with Adrian Rocca, CEO of rental developer Ftizrovia, about “rentership” vs “home ownership”.
To find out more about the guests check out:
- Luke Bailey: Instagram
- Neon Money Club: joinneon.com | Instagram | X/Twitter
- Gayle Ramsay: Instagram | Facebook | X/Twitter
- Adrian Rocca: Instagram | Facebook
- Scott Rick: scottrick.com | X/Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
While there are lots of resources for new Canadians including finding a place to live, getting access to credit, and finding a job. One thing that may be hard to find is culture. Daniel Bernhard, CEO of The Institute for Canadian Citizenship, joins us to talk about their app called the Canoo Access Pass for new Canadian Citizens and what is available on the app.
Connect with the ICC on X/Twitter, Facebook, LinkedIn and Instagram.
You can tell a lot about someone from digging into their handbag. Now you might know more about other with the ‘In Your Purse; series from writer Lindsey Stanberry. She joins us to talk more about her series.
Find out more at The Purse and connect with Linsdey on Instagram.
The economy right is different for your adult children then it was for you when you were leaving the nest and becoming financially independent. You may feel inclined to help them with bills or other financial obligations and by doing so you are becoming a ‘snowplow parent’. Teresa J.W. Bailey, a Senior Wealth Financial Strategist at Waddell & Associates, joins us to talk about this and why it is not always feasible for the parents.
Connect with Teresa on LinkedIn.
We have Tracy Shea-Porter, CEO and co-founder of Yes Unlimited, join us to talk about her book ‘Yes, And Business Evolution: Improv Skills for Leadership and Life’ and how to put it into practice.
Find out more at yesunlimited.ca and connect on LinkedIn.
Helping your children avoid financial challenges. There are pros and cons to being a “Snow Plow Parent” says Teresa J.W. Bailey, certified financial planner and Senior Wealth Strategist at Waddell & Associates. Then, using improv to become a better leader. Tracy Shea-Porter, CEO and Co-Founder of Yes Unlimited, takes us through her book The "Yes, And" Business Evolution: Improv Skills for Leadership and Life. And all the things you can learn by digging into someone’s purse. Lindsey Stanberry, tells us about her “In Her Purse” series. Plus, we’ll speak with Daniel Bernhard, CEO of the Institute for Canadian Citizenship, about their app for newcomers called Canoo Access Pass.
To find out more about the guests check out:
- Tracy Shea-Porter: ca | LinkedIn
- Teresa J.W. Bailey: LinkedIn
- Lindsey Stanberry: The Purse | Instagram
- Daniel Bernhard: X/Twitter | Facebook | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
It really helps to know and understand how the brain works when it comes to money. Now financial advisors have a new resource from BEworks, a course to help give financial advisors insight to help them strengthen their relationships with clients. We have behavioural scientist with BEworks, Michelle Hilscher, to take us through the course.
Connect with Michelle on LinkedIn.
With so many people pursuing side hustles these days it works really well for the employees but how does it work for the employer. We have Wilma Reyes and Kevin Kliman, both from Humi, to give us the employee/employer view.
Connect with Humi on Twitter/X and Facebook.
There are many options when it comes to paying off your debt if you are struggling. Non-profit credit counsellors offer a debt consolidation program, licensed insolvency trustees offer a consumer proposal and bankruptcy filing and those will be the focus. We have Shelley Koehli, a licensed insolvency trustee with Harris & Partners, join us to take us through those options.
Connect with Harris & Partners on LinkedIn, Facebook, Instagram and YouTube. Connect with Shelley on LinkedIn.
Entrepreneurship doesn’t necessarily mean that you have to start from nothing, you can start from something. Scott Stirrett, CEO of Venture for Canada, joins us to talk about entrepreneurship through acquisition.
Find out more at scottstirrett.com and connect on Twitter/X and LinkedIn.
Some entrepreneurs build something from scratch. But another pay is to buy a business, something called “entrepreneurship through acquisition”. Venture for Canada’s Scott Stirrett takes us through how it works. Then, a boss who supports your side gig. Kevin Kliman and Wilma Reyes from Humi tell us about the benefits of letting your employees pursue their passions. And the difference between a consumer proposal and bankruptcy. Shelley Koehli, licensed insolvency trustee at Harris & Partners compares the two. Plus, we’ll speak with Michelle Hilscher from BEworks about their behavioural science course for financial advisors.
To find out more about the guests check out:
- Scott Stirrett: com | Twitter/X | LinkedIn
- Shelley Koehli: LinkedIn
- Harris & Partners: LinkedIn | Facebook | Instagram | YouTube
- Humi: Twitter/X | Facebook
- Michelle Hilscher: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have seen how high inflation is impacting our day to day lives and how it affects everything from buying groceries to buying a car. And when it comes to cars there are a number of expenses that should be taken into consideration. Matt Hands, VP of Insurance for ratehub.ca, joins us to break down how much does it cost on average to own a car in Canada and tips to cut those costs.
Find out more at ratehub.ca and connect on Twitter(X) and Facebook.
We talk to personal finance journalists, Julia Carpenter and Bourree Lam, about their new book from the Wall Street Journal called The New Rules For Money. The book helps readers navigate the unique financial challenges.
Click here to purchase the book. Connect with Julia on Twitter(X), Instagram and TikTok and connect with Bourree on Twitter(X) and Instagram.
It can be information overload with all the resources available for newcomers to Canada and PeaceGeeks is trying to make it easier to get the right information they need. Jennifer Freeman, CEO of PeaceGeeks, joins us to talk about the app they have developed called ‘Welcome to Canada’ and how it works.
Find Jennifer on LinkedIn. Connect with PeaceGeeks on LinkedIn, Facebook, Twitter(X) and Instagram. Connect with Welcome To Canada on LinkedIn, Facebook, Twitter(X) and TikTok.
The United Way Simcoe Muskoka has created a online tool in partnership with Rocket Innovation called the ‘living in my shoes anti-poverty simulator’ aimed at raising awareness. Chief Executive and Philanthropy Officer, Brian Shelley, join us to share more on how the tool works.
For more about the simulator visit uwsimcoemuskoka.ca and connect on Facebook, Twitter(X), and Instagram.
An app for newcomers called “Welcome to Canada”. PeaceGeeks CEO Jennifer Freeman takes us through its features. Then, what it’s like living in poverty. Brian Shelley, Chief Executive and Philanthropy Officer at United Way Simcoe Muskoka, tells us about their ‘Living in My Shoes Anti-Poverty Simulator’ And, how much it costs to own a car in Canada. Matt Hands, VP of Insurance for ratehub.ca, breaks down the expenses. Plus, we’ll speak with Julia Carpenter and Bourree Lam, co-authors of The New Rules of Money from the Wall Street Journal.
To find out more about the guests check out:
- Brian Shelley: uwsimcoemuskoka.ca | Facebook | Twitter(X) | Instagram
- Jennifer Freeman: LinkedIn
- PeaceGeeks: LinkedIn | Facebook | Twitter(X) | Instagram
- Welcome To Canada: LinkedIn | Facebook | Twitter(X) | TikTok
- Julia Carpenter: Twitter(X) | Instagram | TikTok
- Bourree Lam: Twitter(X) | Instagram
- Matt Hands: ratehub.ca | Twitter(X) | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Ellyce Fulmore, a queer and neurodivergent financial educator and found of Queerd Co, join us to talk to us about her book; Keeping Finance Personal: Ditch the “Shoulds” and the Shame and Rewrite Your Money Story.
Find out more at queerdco.com and connect on Instagram and TikTok.
Did you know that there is a “Criminal Rate of Interest” and now after 4 years the government of Canada is planning to reduce it by 13% to 35%. Some welcome this and some have concerns on how it will impact certain consumers. Here is from the lenders point of view with Jason Mullins, CEO of lender Go Easy.
Connect with Jason on Instagram and Facebook.
Did you know that there is a “Criminal Rate of Interest” and now after 4 years the government of Canada is planning to reduce it by 13% to 35%. Some welcome this and some have concerns on how it will impact certain consumers. Here is from the low to moderate income point of view with Donna Borden, leader of ACORN Canada.
Connect with Donna on X(Twitter), and Facebook.
The current financial trend is “loud budgeting” and “soft saving”. For a closer look at what these two trends really are we have Lesley-Anne Scorgie, personal finance columnist and founder of MeVest, join us.
Find out more at mevest.ca and connect on Instagram, X(Twitter), and Facebook.
“Loud Budgeting” and “Soft Saving” are the latest TikTok trends. Personal finance columnist Lesley-Anne Scorgie takes us through what they’re all about. Then, the federal government plans to lower the criminal rate of interest. Donna Borden from Acorn Canada tells us how the cap might tackle predatory lending. And, Jason Mullins from goeasy Ltd., shares why he thinks the policy might have unintended consequences for borrowers. Plus, we’ll speak with Ellyce Fulmore, financial educator and founder of Queerd Co., about her book Keeping Finance Personal: Ditch the “Shoulds” and the Shame and Rewrite Your Money Story.
To find out more about the guests check out:
- Lesley-Anne Scorgie: mevest.ca | Instagram | X(Twitter) | Facebook
- Donna Borden: X(Twitter) | Facebook
- Jason Mullins: Instagram | Facebook
- Ellyce Fulmore: queerdco.com | Instagram | TikTok
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Buying a car is expensive. So, many choose to finance or lease their car instead. But that is still a costly commitment. For those who may not need a car for a long-term there now is Roam, a car subscription service. Founder and CEO, Apoorv Gupta, joins us to tell us what exactly it is and how it works.
Find out more at Roam Auto and connect with Facebook, Instagram, LinkedIn.
There is a new person in town called HENRY and it is not your next door neighbour, it is a ‘High Earner, Not Rich Yet’ individual whose household net worth is high but don’t feel wealthy. Andy Smith, executive director of financial planning for Edelman Financial Engines, joins us to give us more on this term and why people feel like that.
Find out more at edelmanfinancialengines.com and connect on X(Twitter), Facebook and Instagram.
There could be a time in the near future where we can live to 150 years old and how would that affect retirement savings. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us to talk about how the financial planning industry has it wrong when it comes to giving retirement advice.
Find out more about Darren on YouTube and LinkedIn.
We are joined by Aravind Sithamparapillai, an associate at Ironwood Wealth Management, to break down everything you need to know about what a scholarship trust is before jumping into that decision and how it differs from an RESP.
Connect with Aravind on LinkedIn, X(Twitter) and Instagram.
If you’re considering saving for your child’s education using a group RESP or scholarship trust, there are some things you should be aware of first. Aravind Sithamparapillai from Ironwood Wealth Management is here to tell us how they work. Then, what happens to our finances if we live longer? Darren Coleman from Coleman Wealth at Raymond James tells us what he says the financial planning industry has wrong about retirement. Then, the rise of people who consider themselves to be ‘high earners, not rich yet’ or HENRYs. Andy Smith from Edelman Financial Engines tells us more about what the term means. Plus, we’ll speak with Apoorv Gupta, Founder and CEO of Roam, a car subscription service.
To find out more about the guests check out:
- Aravind Sithamparapillai: LinkedIn | X(Twitter) | Instagram
- Darren Coleman: YouTube | LinkedIn
- Andy Smith: edelmanfinancialengines.com | X(Twitter) | Facebook | Instagram
- Apoorv Gupta: Roam Auto | Facebook | Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
While it can be uncomfortable talking about money in any relationship but it is important to talk about it. One way to start is to have a ‘money date’. Vanessa Bowen, chartered professional accountant, money coach and founder of financial services Mint Worthy Co., joins us to take us through what a ‘money date’ is and how it works.
Find out more at mintworthy.co and connect on Instagram.
Kids and money are a topic on this show but most times we cover the basics of cash flow and debt. Pavi Toor believes there is a place for investing in financial literacy, specifically, investing in dividend paying stocks. Pavi runs a non-profit called Young Guns Weightlifting and Boxing Club and author of Learn 2 Invest Kid and he joins us to explain of why it is important.
Find out more at learn2investkid.com and connect on Instagram and Facebook.
The cost of living has gone up in almost every category of life but how much does it cost to raise a child. We talk to Sandy Yong, personal finance writer, TEDx and keynote speaker, about her piece in MoneySense about how much does it cost to raise a child in Canada.
Connect with Sandy on LinkedIn, Facebook, Instagram, and X(Twitter).
If you are thinking of adding a furry addition to your family, it comes with a cost. We talk to Dr. Matthew Richardson, veterinarian and president of the Ontario Veterinary Medical Association, about how much you need to budget and break down some of the important costs when it comes to caring for a pet.
Find out more at ovma.org and connect on Facebook, X(Twitter), and LinkedIn.
The cost of living is ridiculously high these days. We’ll talk about budgeting for pet care with Dr. Matthew Richardson, president of the Ontario Veterinary Medical Association. And, for kids. Personal Finance Writer Sandy Yong is here with new insight from MoneySense. Then, why you should go on a ‘Money Date’. Vanessa Bowen, founder of Mint Worthy Co is here to talk about how it works. Plus, We’ll speak with Pavi Toor about his book Learn 2 Invest Kid and his focus on dividend paying stocks.
To find out more about the guests check out:
- Matthew Richardson: ovma.org | Facebook | X(Twitter) | LinkedIn
- Sandy Yong: LinkedIn | Facebook | Instagram | X(Twitter)
- Pavi Toor: com | Instagram | Facebook
- Vanessa Bowen: co | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Craig Swistun, portfolio manager at Lexicon Financial Group, about how to give to charity more effectively and how to make your money go farther when donating.
Find out more at lexiconfinancialgroup.ca and connect on X(Twitter).
High inflation can cause stress and anxiety for many of us and it has gotten to a point where you stopped socializing or going out in efforts to save money. This is called ‘inflation isolation’. Caryl Newbery-Mitchell, senior vice president at licensed insolvency trustee MNP Debt, joins us to talk about the warning signs and how you can deal with it.
Find out more at bankruptcy.mnpdebt.ca and connect on X(Twitter), Facebook, Instagram and LinkedIn.
There are two main levers to your money, increase your income and cut your expenses. While we talk more about cutting expenses but how can you improve your income. Career coaching may help. We talk to Taylor Urquhart, Director of Client Success and head of Indeed Job Squad, about what exactly is career counselling and how it can help.
Connect with Indeed on X(Twitter) and Facebook.
While you have been told time and time again that you need an emergency “Fund”. Ed Rempel, a fee-for service financial planner, tax accountant and creator of the Unconventional Wisdom blog, takes us through why he thinks you need an emergency “Plan” instead.
Catch all of Ed’s content at edrempel.com and connect on X(Twitter), Facebook and LinkedIn.
Why you need an emergency “plan” instead of an emergency “fund”. Ed Rempel, fee-for service financial planner and tax accountant explains. And, navigating your career. Taylor Urquhart, director at Indeed, is here to take us through the career counselling process. Then, how the high cost of living is impacting our mental health. Caryl Newbery-Mitchell, Senior Vice President at MNP, tells us about ‘inflation isolation’. Plus, We’ll speak with Craig Swistun, portfolio manager at Lexicon Financial Group, about how to give to charity more effectively.
To find out more about the guests check out:
- Ed Rempel: edrempel.com | X(Twitter) | Facebook | LinkedIn
- Taylor Urquhart: X(Twitter) | Facebook
- Caryl Newbery-Mitchell: mnpdebt.ca | X(Twitter) | Facebook | Instagram | LinkedIn
- Craig Swistun: lexiconfinancialgroup.com | X(Twitter)
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Gift registries have been around for a long time and it makes things easy for people to get something that you need but as the cost of living increases, cash gifts can go a long way. Giftstart is a baby registry platform that has a cash fund feature. CEO Scarlett Li-Goshawk joins us to tell us how it works.
Find out more at giftstart.ca and connect on Instagram, Facebook and LinkedIn.
When you are shopping on a budget that last you want is to become a victim to fraud and identify theft. So what are fraudsters doing nowadays to target shoppers and how can you prevent it. We are joined by Senior Compliance Officer of Consumer Advocacy at Equifax Canada, Julie Kuzmic, as she goes through what we should be watching out for.
Connect with Julie on X(Twitter) and LinkedIn.
Right now looking for a home can be a difficult task and getting one that isn’t good makes it even more difficult. How can you mitigate the risk of buying a house that has a troubling past. Clay Jarvis, real estate and financial expert at NerdWallet Canada, joins us to tell us how a home’s past might impact property value and what you should be looking for.
Find out more and connect on X(Twitter), Instagram and Facebook.
If you are in a relationship it is important to talk about money with your partner. But you may not always see eye to eye and that may have something to do with your past history and what’s called ‘attachment style’. Ed Coambs, a certified financial planner and therapist, joins us to share how he helps couples understand how their unique attachment styles can impact their shared financial life.
Connect with Ed on Instagram and LinkedIn.
What your attachment history has to do with your financial well being. Certified financial planner and therapist Ed Coambs explains. And, a look at some of the most common fraud trends. Julie Kuzmic from Equifax Canada shares her fraud prevention tips. Then, how prospective home buyers can find out if the property has a troublesome past. Clay Jarvis from NerdWallet tells us what to look out for. Plus, We’ll speak with Scarlett Li-Goshawk, CEO of Giftstart, about their new cash fund feature for expecting parents.
To find out more about the guests check out:
- Ed Coambs: Instagram | LinkedIn
- Clay Jarvis: X(Twitter) | Instagram | Facebook
- Julie Kuzmic: X(Twitter) | LinkedIn
- Scarlett Li-Goshawk: ca | Instagram | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Wanting to improve your financial situation but not finding it easy to spring into action and do it. We have behavioral science consultant and researcher, Youval Aberman, joins us to take us through the reasons that we shy away from handling our financial matters.
We have Credit Canada’s Becky Western-Macfayden join us to tell us all about Credit Canada’s GOLD. Which is a financial coaching program to help people get out of debt.
Find out more at creditcanada.com and connect on Facebook, X(Twitter), LinkedIn and Instagram.
If your mortgage is up for renewal soon there are a lot of decisions to be made and how do you go about navigating them. We have James Laird, Ratehub.ca’s Co-CEO and President of mortgage lender CanWise, join us to share some of the strategies he has to make those tough decisions.
A lot of Canadians have seen a big jump of wealth on paper with the house they own while others have bought more recently and are stressed on the high interest rates. The thought of refinancing may be on your mind and to take us through the options and the pros and cons is Frances Hinojosa, a founding partner and CEO of Tribe Financial.
Find out more at tribefinancial.com and connect on X(Twitter) and Instagram. Connect with Frances on Instagram and X(Twitter).
What to do when your mortgage is set to renew. James Laird, Ratehub.ca's Co-CEO and President of mortgage lender CanWise, joins us with his advice. And, a look at refinancing your mortgage. Frances Hinojosa, mortgage broker and CEO of Tribe Financial takes us through some of the options. Then, why we turn a blind eye to money matters. Behavioral science researcher Youval Aberman shares his perspective on what to do about “Ostrich Brain”. Plus, Credit Canada’s Becky Western-Macfayden tells us about their new financial coaching program to help you reduce debt.
To find out more about the guests check out:
- Frances Hinojosa: Instagram | X(Twitter)
- Tribe Financial: tribefinancial.com | X(Twitter) | Instagram.
- Becky Western-Macfayden: creditcanada.com | Facebook | X(Twitter) | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Elise Payzan-LeNestour , Associate Professor of finance at the University of New South Wales in Sydney, and her research looks at the ways people perceive and react to financial risks. She joins us to tell us more about her findings.
Find out more at elisepayzan.com.
We have the CEO of Ronald McDonald House Charities Canada, Kate Horton, join us to talk about how a sudden illness of a child can change a family’s life immediately. Not only is it a toll emotionally it can be devastating financially. Kate takes us through how Ronald McDonald House can help families relieve some of the financial worry.
Find out more at rmhccanada.ca and connect on Facebook, X(Twitter), Instagram and LinkedIn. Connect with Katie on LinkedIn.
There are a number of financial challenges newcomers face with they arrive in Canada. But, they are faced with costs even before they enter and it’s not cheap. We are joined by Colin Singer, immigration lawyer, founding and managing partner of immigration.ca, to give us the details on what it costs to immigrate to Canada.
Find out more at immigration.ca and connect on X(Twitter), Facebook and LinkedIn.
While we know financial literacy is important not everyone has the necessary knowledge to feel financially empowered with their money. This can be particularly challenging with newcomers to Canada. We have Andrea Fiederer, executive vice-president and chief marketing officer of goeasy, join us to break down what is financial empowerment.
Find out more about goeasy on Instagram and X(Twitter) and connect with Andrea on LinkedIn.
Financial empowerment for newcomers. Andrea Fiederer, chief marketing officer of goeasy, tells us why it’s important and how to improve it. Then, a look at how much it costs to immigrate to Canada. Immigration lawyer, and founder of Immigration.ca, Colin Singer shares his insights. And, supporting families impacted by the illness of their child. Kate Horton, CEO of Ronald McDonald House Charities Canada tells us about the financial toll. Plus, Elise Payzan-LeNestour, associate professor of finance at the University of New South Wales, tells us why we take financial risks.
To find out more about the guests check out:
- Andrea Fiederer: LinkedIn
- goeasy: Instagram | X(Twitter)
- Colin Singer: ca | X(Twitter) | Facebook | LinkedIn
- Kate Horton: LinkedIn
- Ronald McDonald House Charities Canada: ca | Facebook | X(Twitter) | Instagram | LinkedIn
- Elise Payzan-LeNestour: com
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk all things about the RESP, Registered Education Savings Plan, when you should start and how much should you put in. We have Craig Hughes, director of tax and estate planning at IG Wealth Management, to take us through the process of opening up an account.
Find out more at ig.ca and connect on X(Twitter) and Facebook.
Leaving a tip post-service as been in Canada forever but now delivery services like Uber or DoorDash you are prompted to tip before your service and even happens. DoorDash is now testing out a warning to customers that if they don’t tip they may have to wait longer for their order. We talk to Mike Von Massow, professor and food economist at the University of Guelph, about this and more on today’s current tipping culture.
Connect on Instagram, X(Twitter) and check out the podcast Food Focus.
One of the challenges many newcomers face is building credit when they first arrive to Canada. We have Eva Wong, co-founder and chief operating officer of Borrowell, join us to share her tips on how newcomers can grow their credit score.
Find out more at borrowell.com and on X(Twitter) and Instagram. Connect with Eva on Instagram and X(Twitter).
We have Carolina Restrepo and Jaun Cala join us to share some of their challenges they faced with personal finances and how they overcame them when they immigrated to Canada six years ago. They also talk about the platform they created called Mundo Together to share their experience with others.
Find out more at mundotogether.com and connect on Instagram, YouTube and TikTok.
Newcomers and building credit. Founders of Mundo Together Carolina Restrepo and Juan Cala came to Canada around six years ago. They share their experience building up their credit history when they first came here. Then, navigating the challenges of building credit as a newcomer. Eva Wong, co-founder and chief operating officer of Borrowell, shares her tips. And, a look at tipping culture in Canada with University of Guelph food economist Mike Von Massow. Plus, all you need to know about opening up an RESP with Craig Hughes, director of tax and estate planning at IG Wealth Management.
To find out more about the guests check out:
- Carolina Restrepo & Jaun Cala: mundotogether.com | Instagram | YouTube | TikTok
- Borrowell: borrowell.com | X(Twitter) | Instagram
- Eva Wong: Instagram | X(Twitter)
- Mike Von Massow: Instagram | X(Twitter) | Food Focus
- Craig Hughes: ig.ca | X(Twitter) | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Each generation think about death and estate planning differently and although some may think Generation Z may be too young to have any assets but Erin Bury, CEO and Co-Founder of Willful, joins us to prove you wrong. Erin gives us her insight on what this generation needs to know about asset protection and creating a will.
Find out more at willful.co and connect with Erin on Twitter, LinkedIn and Instagram.
If you have argued many times with your partner about money you need to listen to this. We have Melissa Leong, author of Happy Go Money, join us to talk about how to reduce financial conflict in relationships and how to make a “Money Map” for a smoother journey in love and finances.
Find out more at melissaleong.com and connect on Instagram.
We talk to Senior Economist Brendon Bernard about Indeed Canada’s latest insights on hiring and the economy in their recent research study.
Find out more at hiringlab.org and connect on X(Twitter).
A lot of different groups have challenges when it comes to money and it is no different for newcomers to Canada. We are joined by Tonie Chaltas, CEO of Achēv, to take us through some of the financial barriers that they have to navigate.
Find out more at achev.ca and connect with Tonie on X(Twitter) and LinkedIn.
Newcomers and the financial barriers they face. Tonie Chaltas, CEO of Achēv, takes us through some of them. Then, navigating the job market as a newcomer. Indeed Canada’s Chief Economist Brendon Bernard shares his insights on foreign job seeker interest and what it means for the economy. And, ways to reduce financial conflict in your relationship. Melissa Leong, author of Happy Go Money, shares her tips and tells us how to create a “Money Map”. Plus, how Gen Z can prepare for their financial futures. Erin Bury, CEO and co-founder of Willful, tells us how this generation is thinking about estate planning.
To find out more about the guests check out:
- Tonie Chaltas: achev.ca | X(Twitter) | LinkedIn
- Brendon Bernard: hiringlab.org | X(Twitter)
- Melissa Leong: com | Instagram
- Erin Bury: willful.co | Twitter| LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Rachel Blumenfeld, partner at Aird & Berlis, join us to give us what options there are if you are leaving part of your estate to your adult child who can’t manage their own financial affairs.
Find out more at airdberlis.com and connect on X, LinkedIn, YouTube and Facebook. Connect with Rachel on LinkedIn.
Tim Nash, founder of Good Investing, joins us to break down what the podcast Freakonomics got wrong on their episode “Are ESG Investors Actually Helping the Environment”. He takes us through the common mistakes he found when it comes to sustainable investing.
Connect with Tim on X and LinkedIn.
With financial literacy month happening we need to realize that newcomers to Canada face additional challenges to navigate the financial system. Jason Mullins, president and CEO of GoEasy, joins us to take us through some of those challenges and what can be done about it.
Connect with GoEasy on Instagram and Facebook.
Financial literacy and debt. Supriya Syal, Deputy Commissioner at the Financial Consumer Agency of Canada, tells us about the National Financial Literacy Strategy. Then, the barriers newcomers face when navigating financial systems in Canada and accessing credit. Jason Mullins, CEO of EasyFinancial tells us more about it. And, some common mistakes people make when it comes to sustainable investing. Tim Nash, economist and founder of Good Investing takes us through them. Plus, what to do if you want to give part of your estate to an adult child who can’t manage on their own. Rachel Blumenfeld, partner at Aird & Berlis, tells us more about your options.
To find out more about the guests check out:
- Supriya Syal: X | Instagram | Facebook | LinkedIn |
- Jason Mullins: Instagram | Facebook
- Tim Nash: X | LinkedIn
- Aird & Berlis: airdberlis.com | X | LinkedIn | YouTube | Facebook
- Rachel Blumenfeld: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
When you are student it can be tough to make money but having a part-time job working for a delivery service is something that may work with your busy schedule. We have Matt Hands, VP of Insurance for ratehub.ca, joins us to tell us things that you need to know as a G2 driver when it comes to insurance.
Find out more at ratehub.ca and connect on X(Twitter) and Facebook.
Nainesh Kotak, founder of Kotak Personal Injury Law, joins us to take us through the process of how insurance companies investigate claims to ensure your claim is valid.
Found out more at kotaklaw.com and connect on X(Twitter).
With the many budgeting strategies out there the 50/30/20 strategy has had staying power but does it work in today’s world. Joining us to talk about how it works is freelance personal finance writer, Jordann Kaye.
Find out more at jordannkaye.com and connect on Instagram and X(Twitter).
Having control of your finances is a goal many of us have but for some they have to rely on others when it comes to our money, or finance dependence. Ted speaker and financial business and life purpose coach, Estelle Gibson joins us to share her tips on gaining financial freedom.
Find out more at estellegibson.com and connect on Facebook, LinkedIn, X(Twitter) and YouTube
Taking control of your finances. Estelle Gibson, a TED Speaker and coach, tells us about financial dependence and shares her tips to help you stop relying on others for your money. Then, the 50/30/20 rule. Freelance personal finance writer Jordann Kaye tells us how this popular budgeting strategy works. And, how some insurance companies use surveillance to make sure your disability claim is valid. Nainesh Kotak, founder of Kotak Personal Injury Law, tells us about the process. Plus, how you can make money with a G2 license. Matt Hands, VP of Insurance for Ratehub.ca, tells us more.
To find out more about the guests check out:
- Estelle Gibson: estellegibson.com | Facebook | LinkedIn | X(Twitter) | YouTube
- Jordann Kaye: jordannkaye.com | Instagram | X(Twitter)
- Nainesh Kotak: kotaklaw.com | X(Twitter)
- Matt Hands: ratehub.ca | X(Twitter) | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The Canadian Government implemented the Underused Housing Tax, an annual tax on the ownership of vacant or underused housing in Canada typically applied to non-citizen or non-permanent resident owners. We are joined by Jason Heath, certified financial planner at Objective Financial Partners Inc, to tell us more about the tax and how it works including that it could at times apply to Canadian residents.
Check out objectivecfp.com and connect on X(Twitter) and Facebook.
We talk to financial advisor, Jonathan K. DeYoe, about how mindfulness is key to reducing the likeliness of making mistakes when it comes to investing. Jonathan shares some tips and tells us more about his book, Mindful Investing: Right Focus, Better Outcome, Greater Well-Being.
Find out more at mindful.money and Jonathan’s free course. Connect on X(Twitter), Instagram, Facebook, and YouTube channel. You can find Jonathan on LinkedIn.
Lisa Hannam, executive editor at MoneySense.ca, drops in to share a list of the best free courses available to Canadians that she has put together.
Find out more at moneysense.ca and connect on X(Twitter), Facebook and Instagram.
The storage industry is great if you run a franchise but not so great if you are the one renting it. Rob Carrick, personal finance columnist for the Globe and Mail gives us his experience and why he said goodbye to his storage unit.
Follow Rob on X(Twitter) and have a listen to his podcast, Stress Test.
The high cost of extra stuff. The Globe and Mail’s personal finance columnist Rob Carrick is here to tell us why he decided to say goodbye to his family’s storage unit. Then, the best free personal finance courses in Canada. Lisa Hannam, executive editor at MoneySense.ca takes us through some of them. And, what mindfulness has to do with your investments. Financial Adviser Jonathan K. DeYoe tells us about his book Mindful Investing: Right Focus, Better Outcome, Greater Well-Being. Plus, all you need to know about the Unused Housing Tax with Jason Heath, financial planner at Objective Financial Partners Inc.
To find out more about the guests check out:
- Rob Carrick: X(Twitter) | Stress Test
- Lisa Hannam: ca | X(Twitter) | Facebook | Instagram
- Jonathan K. DeYoe: money | X(Twitter) | Instagram | Facebook | YouTube | LinkedIn
- Jason Heath: com | X(Twitter) | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We take you through the platform called Chexy with their CEO Liza Akhvledziani on how it is possible to pay rent with your credit card and even earn rewards.
Find out more at chexy.co and connect on Instagram. Connect with Liza on X(Twitter) and LinkedIn.
We have the AVP of Money Movement Products at Interac, Anurag Kar, join us to talked about the survey they recently did that looked into the reasons why more Canadians are taking on side hustles and what stood out.
Find out more at interac.ca and connect on Instagram, LinkedIn, and Facebook.
Have you had a financial decision backfire or did you not invest because of fear of loss. These are some financial behaviours that may be holding you back from success. We talk to money expert, Jessica Moorhouse, about some of these behaviours and how you can avoid them.
Find out more at jessicamoorhouse.com and connect on Instagram.
Once you have that great business idea where do you start. Learn from those that have already gone through that journey with the book SMART STARTUPS: What Every Entrepreneur Needs To Know – Advice From 18 Harvard Business School Founders. Authors and angel investors, Catalina Daniels and James Sherman, join us to share what they learned from writing the book.
Connect with Catalina and James on LinkedIn.
Learning from entrepreneurs to help you grow your business. Startup company founders Catalina Daniels and James Sherman take us through their book SMART STARTUPS which shares advice from 18 Harvard Business School founders. Then, why more Canadians are taking on side hustles and how to keep them going. Interac’s Anurag Kar takes us through their recent survey results and learning hub with advice and resources for entrepreneurs. And, the different financial behaviours holding Canadians back from financial success. Money expert and financial counsellor Jessica Moorhouse takes us through them and shares her tips for avoiding them. Plus, we’ll speak with Liza Akhvledziani, CEO of Chexy, about how the online platform lets Canadians use their credit cards to pay for rent and earn rewards.
To find out more about the guests check out:
- Catalina Daniels: LinkedIn
- James Sherman: LinkedIn
- Jessica Moorhouse: jessicamoorhouse.com | Instagram
- Anurag Kar: interac.ca | Instagram | LinkedIn | Facebook
- Liza Akhvledziani: X(Twitter) | LinkedIn
- Chexy: chexy.co | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
It is very easy to sign up for subscription services and even easier to lose track of all those subscriptions. Personal finance expert and founder of MeVest, Lesley-Anne Scorgie, join us to take us through apps that can help you manage those subscriptions and even find ones that you can get rid of.
Find out more about MeVest on Twitter, Facebook, and Instagram. Connect with Lesley-Anne on Twitter, Facebook and Instagram.
Monthly subscriptions can be for just about anything and even financial services. We talk to Sam Lichtman, co-founder of Achieve Wealth Management, on how the subscription service works and what are some of the pros and cons.
Connect with Sam on Twitter, LinkedIn and TikTok.
Finding a place to rent as a student can be difficult but SpacesShared are trying to make it a bit easier. CEO and Co-Founder, Rylan Kinnon, joins us to explain this home-sharing platform that pairs up students looking for a place to live with seniors what have extra space.
Find out more at spacesshared.ca and connect on Facebook, Instagram and Twitter.
Ever thought about writing your money story? We have certified money coach and found of ‘Money-sophy’, Sophie Hau, join us to tell us about the workshop she runs to teach people how to write their money story and how it can help better your relationship with your finances.
Find out more at moneysophy.com and connect on Instagram, X(Twitter), and LinkedIn.
Paying a monthly subscription for financial advice. Sam Lichtman, co-founder of Achieve Wealth Management, tells us why he offers this model to his clients and how it works. If you add one there, can you subtract a subscription somewhere else? Personal finance expert and founder of MeVest Lesley-Anne Scorgie shares her tips to help you cull your subscriptions. Then, a home-sharing platform that connects students with seniors. It’s called SpacesShared. Co-Founder and CEO Rylan Kinnon tells us all about it. Plus, we’ll speak with a certified money coach and founder of Moneysophy, Sophie Hau, about how to write your ‘money story’.
To find out more about the guests check out:
- Sophie Hau: moneysophy.com | Instagram | LinkedIn | X(Twitter)
- Rylan Kinnon: spacesshared.ca | Instagram | Twitter
- Sam Lichtman: Twitter | LinkedIn | TikTok
- MeVest: Twitter | Facebook | Instagram
- Lesley-Anne Scorgie: Twitter | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Paying off your mortgage as quickly as you can using ‘The Shred Method’. We are joined by Adam Carroll to tell us how the shred method works and how he is helping people pay off their mortgage in record time.
Find out more at theshredmethod.com and connect on Instagram. Connect with Adam on Instagram, LinkedIn and check out his videos on YouTube.
We are joined by Karen Cleveland, co-author of the New Wedding Book: A Guide To Ditching All The Rules, to share with us tips on ways to limit the financial stress that comes with planning a wedding.
Connect with Karen on Twitter, Instagram and LinkedIn.
We talk to the founder of MoneyZen, and the author of the book by the same name, Manisha Thakor as she shares her tips for living a rich life that can satisfy both your financial health and emotional health.
Find out more at moneyzen.com and connect on Twitter, Facebook, LinkedIn and Instagram.
Accessing the necessary credit history in order to get access to certain financial services can be difficult for newcomers to Canada. Nova Credit is a credit bureau that aims to address that challenge. CEO and Founder, Misha Esipov, joins us to talk about how they are accomplishing this.
Find out more at novacredit.com and connect with Nova Credit on LinkedIn and Twitter. Connect with Misha on Twitter and LinkedIn.
How to feel financially and emotionally fulfilled. Manisha Thakor takes us through her book MoneyZen: The Secret To Finding Your Enough. Budgeting tips for your big day. We’ll speak to Karen Cleveland, co-author of The New Wedding Book: A Guide To Ditching All The Rules, about ways you can limit financial stress when planning your wedding. Then, allowing immigrants to have fair access to credit products. Misha Esipov, founder and CEO of Nova Credit, tells us how his company is looking to take away some of the barriers newcomers to Canada face. Plus, We’ll speak to Adam Carroll, founder of The Shred Method, about how it works.
To find out more about the guests check out:
- Misha Esipov: Twitter | LinkedIn
- Nova Credit: LinkedIn |Twitter
- Manisha Thakor: com | Twitter | Facebook, LinkedIn | Instagram
- Karen Cleveland: Twitter | Instagram | LinkedIn
- Adam Carroll: Instagram | LinkedIn | YouTube
- The Shred Method: com | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Credit Union, DUCA, has a new profit shares rewards program that brings together a better rate for fixed income investments and a rewards program called ‘Do More Profit Sharing’. We have Chief Member Experience Officer, Phil Taylor, join us to tell us how it works.
Find out more at duca.com and connect on Facebook, Twitter, LinkedIn and Instagram.
We talk to Justin Manning on how he integrates veganism into his financial advisor practise and some of the different services he provides.
Find out more at justinmanning.com and connect on Twitter and Instagram.
We have Profound Impact Founder and CEO, Sherry Shannon-Vanstone, join us to talk about how their platform helps academic and industry researchers find the perfect funding match.
Find out more at profoundimpact.com and connect on Facebook, Instagram, LinkedIn and Twitter.
We take a look at the latest trend on TikTok, ‘Girl Math’, with the CEO and Founder of The Math Guru, Vanessa Vakharia. We look into why it became and trend and what concerns there are about the term.
Find out more at themathguru.ca and connect on Facebook, Instagram, and Twitter.
A breakdown of the latest TikTok trend–’Girl Math’. The CEO and Founder of The Math Guru Vanessa Vakharia takes us through it. And, a platform from Profound Impact that helps academic and industry researchers find the perfect funding match. Founder and CEO Sherry Shannon-Vanstone tells us how it works. Then, what it means to be a vegan financial advisor. Justin Manning shares how his veganism impacts his practise. Plus, We’ll speak to Phil Taylor from DUCA about their profit share rewards program and how it works.
To find out more about the guests check out:
- Vanessa Vakharia: ca | Facebook | Instagram | Twitter
- Sherry Shannon-Vanstone: com | Facebook | Instagram | LinkedIn | Twitter
- Justin Manning: com | Twitter | Instagram
- Phil Taylor: com | Facebook | Twitter | LinkedIn | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Moolala’s best of: financial wellness. First, the life lessons you can learn for your health and finances. Mike Braga takes us through them. And, I’ll speak to Shalicia Harris, founder of In Charge, about her five key pillars of personal finance. Then, Qapital, a budgeting app that helps couples manage their money together. Founders Katherine Salisbury and George Friedman take us through how it works. Plus, Managing your money when you’re single. Julie Shipley-Strickland talks about her book The Canadian’s Guide to Personal Finance For Singles.
To find out more about the guests check out:
- Mike Braga: Facebook | Instagram
- BDO Debt Solutions: Facebook | Instagram | Twitter
- Shalicia Harris: beincharge.io | Facebook | Twitter | Instagram
- Katherine Salisbury & George Friedman: Instagram | Twitter | Facebook
- Julie Shipley-Strickland: wellington-atlus.ca | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Moolala’s best of interviews about Kids and Money. We’ll talk to YouTube star Rishi Vamdatt, the 13-year-old creator of Easy Peasy Finance about his mission to improve financial literacy for kids. Then, I’ll speak with the author of My Dad’s Class, Paige Cornetet, about some activities parents can do with their kids to teach them about money and life. And, digital currency as allowance. Karen Holland from Gifting Sense tells us how this could impact how kids see the value of money. Plus, an education provider that helps kids learn about financial literacy. Hasina Lookman tells us about Explorer Hop and the different courses offered. And, what you need to know before borrowing money to help your kids financially. Licensed Insolvency Trustee Doug Hoyes has some cautionary tales.
To find out more about the guests check out:
- Rishi Vamdatt: easypeasyfinance.com | YouTube | Twitter | Facebook
- Paige Cornetet: spendthen.com | Facebook | Instagram
- Karen Holland: giftingsense.org | LinkedIn | Twitter | Facebook
- Hasina Lookman: explorerhop.com | Twitter | Facebook | Instagram | YouTube
- Doug Hoyes: hoyes.com | Twitter | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Single seniors face additional challenges when it comes to taxes. Jane Robertson, founder of Single Seniors for Tax Fairness, tells us about what she believes is needed to address the issue. Then, a company that helps you find missing tax credits and deductions. Stan Samole, president and CEO of Family Tax Recovery, tells us how it works. And, knowing your rights as a taxpayer. Canada’s Taxpayers’ Ombudsman François Boileau tells us about the different services his office provides. Plus, tax tips for when you’re self-employed or have a side hustle. Chartered professional accountant Dean Paley simplifies the process.
To find out more about the guests check out:
- Jane Robertson: singleseniorsfortaxfairness.com | Facebook | Twitter | LinkedIn
- Stan Samole: familytaxrecovery.ca |LinkedIn
- François Boileau: Twitter
- Office of the Taxpayers’ Ombudsperson: Official Website | Twitter(English) |Twitter (French) | Facebook (English) | Facebook (French)
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Highlighting the best of Moolala’s interviews about getting out of debt. Credit Canada’s Gursh Singh takes us through the warning signs and when to seek help. And, two ways to help you get out of debt. Stacy Yanchuk-Oleksy, CEO of Credit Counselling Canada, talks about the difference between a debt consolidation program versus a consumer proposal. Then, how debt can affect your health. Stipica Mudrazija, a senior research associate at the Urban Institute, tells us about their research into this. Plus, getting out of gambling debt. Mike Bergeron, a counsellor at Credit Canada Debt Solutions, shares the steps you can take to overcome this problem. And, talking about debt with your family. Lesley-Anne Scorgie, financial expert and founder of MeVest, shares her tips for having those tough conversations.
To find out more about the guests check out:
- Gursh Singh : com | Facebook | Twitter | LinkedIn | Instagram | YouTube
- Stacy Yanchuk Olesky: Twitter | LinkedIn
- Mike Bergeron: com | Facebook | Twitter | LinkedIn | Instagram | YouTube
- Lesley-Anne Scorgie: Twitter | Facebook | Instagram
- MeVest: Twitter | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We’re taking you through the best of Moolala’s retirement interviews starting with the five Rs of retirement. Pattie Lovett-Reid, Chief Financial Commentator for HomeEquity Bank, takes us through the many aspects that go into the post-pay cheque phase of your life. Then, why millennial workers who rent their entire lives will have to save more for retirement than homeowners. Jillian Kennedy, a partner at Mercer Canada, tells us about the findings from the Mercer Retirement Readiness Barometer. Plus, we’ll speak with Darren Coleman, a senior portfolio manager at Coleman Wealth at Raymond James, about why he calls the pandemic a ‘retirement fire drill’.
To find out more about the guests check out:
- Pattie Lovett-Reid: Instagram
- Jillian Kennedy: Mercer: Saving For Retirement |Mercer: Retirement Readiness Barometer | LinkedIn | Twitter
- Brad Gotto: Facebook | Instagram | LinkedIn
- Darren Coleman: LinkedIn | Facebook | com | Coleman Wealth Facebook | Coleman Wealth Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Tyler Fleming, Director of the Ontario Security Commission’s Investor Office, abou the Behavioural Bias Checker that they have developed to help you become more aware of your biases.
Check out the tool at getsmarteraboutmoney.ca and find out more on Twitter, Facebook, YouTube and Instagram. Connect with Tyler on Twitter.
Credit Canada hosted two roundtable discussions on the financial challenges newcomers to Canada face and how to address them. Here are some excerpts from that discussion.
You probably have come across an ‘influencer’ on social media and have thought how do they actually get paid. We have Sarah Turnbull, senior director of BlueSky Communications Inc, take us through the numbers and if it’s a smart career choice.
Find out more at blueskycommunications.com and connect on Instagram and LinkedIn.
How much do social media influencers get paid in Canada? Sarah Turnbull from BlueSky Communications Inc takes us through the economics of being paid to post. And, a look at how behavioural bias can impact your decision making when it comes to your finances. Tyler Fleming from the Ontario Securities Commission tells us about the behavourial bias checker. Then, If your mortgage is set to renew, you should be thinking about shopping around. Nerdwallet’s mortgage expert Clay Jarvis is here to take us through the process when you have the “itch to switch”. Plus, we’ll share some excerpts from Credit Canada’s roundtable discussions on the financial challenges newcomers to Canada often face.
To find out more about the guests check out:
- Sarah Turnbull: com | Instagram | LinkedIn
- Clay Jarvis: Twitter | Instagram Facebook
- Tyler Fleming: Twitter
- Ontario Security Commission’s Investor Office: ca | Twitter, Facebook | YouTube | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Tax season is stressful enough but what if you have a dispute with the CRA? We talk to tax lawyer Amit Ummat about the process of going through the dispute and how he handles these cases.
Find out more at ummattaxlaw.ca and connect on Twitter.
While being self-employed can come with a lot of benefits one downfall is no pension plan. We have Leslie-Anne Scorgie, a personal finance columnist and founder of the financial education company MeVest, join us to share her tips for starting the retirement planning process for when you are self-employed.
Follow MeVest on Twitter, Facebook and Instagram and connect with Leslie on Twitter, Facebook and Instagram.
There is always a way to help you get out of debt. One way is something called a consumer proposal. We have Adam Fisher, a partner at Harris & Partners, join us to take us through the process and share some resources.
Connect on Facebook, Instagram and LinkedIn.
One option for sustainable and impact investing is through community bonds. Tim Nash, sustainable economist and the founder of Good Investing, joins us to share some examples of community bonds and tells us how they work.
Check out goodinvesting.com for more information or listen to the Responsible Investing Podcast. Connect with Tim on Twitter and LinkedIn.
What to do if you’re struggling to pay off your debt. Adam Fisher from insolvency firm Harris and Partners is here to take us through the options. And, how to file a tax dispute with the CRA. Tax Lawyer Amit Ummat is here to tell us about the process. Then, retirement planning for those who are self-employed. Personal finance columnist Lesley-Anne Scorgie is here to share her tips on how to get started. Plus, we’ll speak to Tim Nash, founder of Good Investing, about community bonds and how they work.
To find out more about the guests check out:
- Tim Nash: goodinvesting.com | Responsible Investing Podcast | Twitter | LinkedIn
- Adam Fisher: Facebook | Instagram | LinkedIn
- Amit Ummat: ummattaxlaw.ca | Twitter
- MeVest: Twitter | Facebook | Instagram
- Leslie-Anne Scorgie: Twitter | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The process of applying for a mortgage can be stressful but can be a bit more for those that are self-employed. Colin Graves, managing director of Retire Happy, joins us to take us through the process and how to qualify for a mortgage when you work for yourself.
Connect with Colin on Twitter, Instagram and LinkedIn.
Having credit card debt can be stressful for anyone. But what happens if you don’t pay off your credit card. Doris Asiedu, a counselor with Credit Canada takes us through some of the consequences and what you can do about it.
Find out more at creditcanada.com and connect on Facebook, Twitter, LinkedIn, Instagram, and check out their YouTube channel.
The are many approaches when it comes to overcoming the math problem when it comes to your finances. One approach is to take math to TikTok and teach people there. Canada’s Drag Race alum Kyne Santos uses TikTok to teach her 1.4 million followers to make math less of a drag.
Learn from Kyne on TikTok and connect on Instagram and Twitter.
Navigating credit card debt. Doris Asiedu from Credit Canada tells us what happens if you don’t pay off your credit card. And, qualifying for a mortgage when you’re self-employed. Colin Graves, managing editor of Retire Happy, takes us through some considerations. Then, Money is part IQ and part EQ, says author Ken Honda. He joins us to talk about his book
Happy Money: The Japanese Art of Making Peace With Your Money. Plus, we’ll speak with Kyne Santos, Canada Drag Race alum, about why she is teaching her 1.4 million TikTok followers about math.
To find out more about the guests check out:
- Kyne Santos: TikTok | Instagram | Twitter
- Doris Asiedu: com | Facebook | Twitter | LinkedIn | Instagram | YouTube
- Colin Graves: Twitter | Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
When it comes to estate planning and money you might be losing opportunities to maximize inheritance for your loved ones without even knowing it. We have Selene Soo, director of Wealth Products for RBC Insurance, join us to take us through some solutions and how to reduce fees.
Find out more at rbcinsurance.com and connect on Facebook.
We are joined by Erin Lowry, creator of the Broke Millennial Series, to take us through the workbook that she has put together so you can put things into practice.
Find out more at erinlowry.com and brokemillennial.com. Connect on Twitter, Instagram and Substack.
There is an immediate challenge of paying expenses when you get laid off. We are joined by Randolph Taylor, a certified counselor at Credit Canada, to share with us the best way to navigate money when you are unemployed.
Find out more at creditcanada.com and connect on Facebook, Twitter, LinkedIn and Instagram.
Learning about trading investments the risk-free way. Horizons EFTs in partnership with National Bank hosts a 6-week long trading simulation every year called The Biggest Winner. Mark Noble, vice-president of EFT Strategy joins us to tell us how the contest works and what participants can learn from it.
Find out more at horizonseft.com and connect on Twitter, Facebook, and Instagram.
Navigating your finances through unemployment. Credit Canada Counsellor Randolph Taylor shares his tips for handling your money during this stressful time. And, a contest to help you learn about investing, but without all the risk. Mark Noble from Horizons ETFs tells us about The Biggest Winner trading simulation, in partnership with National Bank. Then, how to safeguard your inheritance for your loved ones. Selene Soo from RBC Insurance shares her insight. Plus, we’ll speak Erin Lowry, author of the Broke Millennial series, about the Broke Millennial Workbook: Take Control and Get Your Financial Life Together.
To find out more about the guests check out:
- Mark Noble: com | Twitter | Facebook | Instagram
- Randolph Taylor: com | Facebook | Twitter | LinkedIn | Instagram
- Erin Lowry: com | brokemillennial.com | Twitter | Instagram | Substack
- Selene Soo: com | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
With the lack of in-depth financial education being taught in school TikTok might be the way Gen Z will get its’ financial literacy. We have Taylor Price, better known as Priceless Tay, Join us to talk about her own financial literacy journey and how she is helping others on TikTok.
Find Taylor on TikTok and connect on Instagram, YouTube, and Twitter. Also check out pricelesstay.com.
We are joined by Sander Meijers, Canada’s Country Manager for Adyen, to talk about the innovation and future in the payments industry.
Find out more at adyen.com and connect with Sandy on LinkedIn.
What happens to your debt after death? If you lose a parent or partner is their debt now yours. Would the burden of debt sit on the shoulders of your family in the event of your death? We are joined by financial coaching manager at Credit Canada, Becky Western-Mcfayden, to take us through what you need to know about ‘debt inheritance’.
Find out more at creditcanada.com and connect on Facebook, Twitter, LinkedIn, Instagram.
Talking about death can be uncomfortable for many but procrastinating to get your will done can only lead to stress down the road. Elain Froese is a farm family transition expert, and she joins us to give us some easy ways to help get your will done.
Reach out for more information at elainefroese.com and connect on Instagram, Facebook and check out her TikTok Channel.
How to draft your will in five easy steps. Farm family transition expert Elaine Froese is here to take us through them. And, what happens to debt after someone dies. Credit Canada’s Becky Western Mcfadyen explains what you inherit after your loved one dies. Then, shopping on marketplaces like eBay, Etsy and Poshmark. Digital payments expert Sander Meijer takes us through how these payment models work and what it means for consumers. Plus, we’ll speak with Tik Tok Superstar Priceless Tay about teaching Gen Z financial literacy.
To find out more about the guests check out:
- Elaine Froese: elainefroese.com | Instagram | Facebook | TikTok Channel
- Becky Western-Mcfayden: creditcanada.com | Facebook | Twitter | LinkedIn | Instagram
- Sander Meijers: adyen.com | LinkedIn
- Taylor Price: TikTok | Instagram | YouTube | Twitter | pricelesstay.com
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Grant Clarke, Vice President of National Personal Insurance, to take us through what all goes into tenant insurance and what your options are if you receive a quote that is too high.
Find out more at brokerlink.ca and connect on Instagram, and LinkedIn.
Once you retire you income is fixed and with the cost of everything these days stretching your budget can be a challenge. Taking up this challenge is Debt Manager and Certified Restructuring and Insolvency Professional with Grant Thornton, Kaitlin Verge. Kaitlin decided to live on a senior’s budget for one month and she joins us to tell us how it went and what are some lessons that she learned.
Connect with Kaitlin on LinkedIn. Find out more about Grant Thornton on LinkedIn, Twitter and Facebook.
Financial fraud is a serious problem and human trafficking victims are even more susceptible to fraud and sometimes are coerced into debts. Sue Hutchison, president of Equifax Canada, joins us to tell us more about the issue and why Equifax is supporting proposed provincial legislation looking to protect survivors.
Find out more about Equifax Canada and connect with Sue on LinkedIn.
Women pay more for a lot of different things and on average that get paid less than men do. We have Certified Financial Planner Janine Rogan join us to talk about her book The Pink Tax: Dismantling a Financial System Designed To Keep Women Broke. Janine tells us more about the Pink Tax and how women can build their wealth.
Find out more about the book at pinktaxbook.com and check out the wealthbuildingacademy.com. Connect with Janine on Instagram, YouTube and TikTok.
Gender and money: Certified Financial Planner Janine Rogan talks about her book The Pink Tax: Dismantling a Financial System Designed to Keep Women Broke. And, why human trafficking victims are more likely to be affected by financial fraud. Equifax Canada President Sue Hutchison on the problem, and what’s needed to protect survivors from coerced debts. Then, shopping around for tenant insurance when you live somewhere unconventional. Grant Clarke from BrokerLlink tells us why you might receive a higher quote. Plus, living on a senior’s budget for one month. Kaitlin Verge from Grant Thorton shares her experience and what she learned.
To find out more about the guests check out:
- Janine Rogan: pinktaxbook.com | wealthbuildingacademy.com | Instagram | YouTube | TikTok
- Sue Hutchison: Equifax Canada | LinkedIn
- Kaitlin Verge: LinkedIn
- Grant Thornton: LinkedIn | Twitter | Facebook
- Grant Clarke: brokerlink.ca | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Jillian Kennedy, a partner at Mercer’s Wealth Business, about their Retirement Readiness Barometer that found that millennials who rent instead of owning their own home will have to save more for retirement.
Find out more about there report here. Connect with Mercer at mercer.ca and with Jillian on LinkedIn.
We talk to the founder of 33Seven, Derryn Shrosbree, on the strategy to help you pay no tax and 10 times your net worth. Derryn explain how it works and how he helps entrepreneurs create wealth.
Found out more at 33seven.ca.
We have certified Financial Planner Steve Bridge join us to make the case for teaching your employees about financial literacy at the workplace.
Connect with Steve on LinkedIn.
If you are a member of the Muslim community you may have heard of a Maher contract or Islamic Marriage Certificate. We are joined by Shulman & Partners family lawyer, Laura Paris, to explain on how they work.
Find out more at shulman.ca and connect on Twitter and Instagram.
Learning financial literacy in the workplace. Certified Financial Planner Steve Bridge tells us about the benefits. And, a contract called the Maher Agreement that’s becoming more prevalent in the Muslim community. Family Lawyer Laura Paris takes us through what you need to know before you sign. Then, a report from Mercer that found millennials who rent for their entire careers need to save more for retirement compared to homeowners. Jillian Kennedy from Mercer Canada tells us about the report’s findings. Plus, a strategy aimed at saving you money on your tax bill and help you grow your net worth. I’ll speak with Derryn Shrosbree, the founder of 33seven, about The Tax Free Zone concept.
To find out more about the guests check out:
- Laura Paris: shulman.ca | Twitter | Instagram
- Steve Bridge: LinkedIn
- Derryn Shrosbree: 33seven.ca
- Mercer: Retirement Readiness Barometer | mercer.ca
- Jillian Kennedy: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Andreas Park, professor of finance at the University of Toronto, join us to talk about open banking. How does it work? When will will see. Andreas shares his insights on the process and the future of open banking in Canada.
Find out more at rotman.utoronto.ca and connect on Twitter.
With so many scholarships out there for Canadian students heading off to University or College finding the right one for you can be difficult. ScholarshipsCanada is a platform that helps you search for all the relevant scholarships available. More on how this platform works we are joined by Logan Bright, managing editor with ScholarshipsCanada.
Find out more at scholarshipscanada.com and connect on Twitter, Facebook and Instagram.
A recent report from Prosper Canada found that low-income Canadians don’t have the proper access to the financial help they need. Elizabeth Mulholland, CEO of Prosper Canada, joins us to talk about the report’s key finding and what’s needed to address the issue.
Find the report here and find out more at prospercanada.org and connect on Facebook, Twitter, LinkedIn.
We talk to the founder of Swimply, Bunim Laskin, about how their service works where you can rent out a pool in your neighbourhood by the hour.
Find out more at Swimply and connect on Facebook, Twitter, and Instagram.
A service called Swimply that lets you rent out a pool in your neighbourhood by the hour. Founder Bunim Laskin tells us how it works. And, the future of open banking. Andreas Park, professor of finance at the University of Toronto, takes us through some of the pros and cons. Then, navigating scholarships and bursaries with ScholarshipsCanada. Managing editor Logan Bright tells us how the site can help you find your match. Plus, I’ll speak with Prosper Canada CEO Elizabeth Mulholland about their report called Missing for those who need it most: Canada’s financial help gap.
To find out more about the guests check out:
- Bunim Laskin: Swimply | Facebook | Twitter | Instagram
- Elizabeth Mulholland: org | Facebook | Twitter | LinkedIn
- Logan Bright: com | Twitter | Facebook | Instagram
- Andreas Park: utoronto.ca | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Mental health can have a huge impact on financial decision-making. We have personal finance journalist and financial wellness educator, Zandile Chiwanza, join us to tell us more about the connection between mental health and personal finance and shares her tips on how to handle issues like overspending.
Find out more at zandilechiwanza.com and connect on Instagram, Twitter and LinkedIn.
TikTok is a place to find a plethora of information on fashion, recipes, travel tips and even personal finance. But how do you navigate it when it comes to financial literacy. Sam Lichtman, certified financial planner and co-founder of Achieve Wealth Management, join us to give us tips on how to manage social media and how he shares his knowledge with the Millenial Money Canada channel on TikTok.
Check out Sam on TikTok and connect on Twitter and LinkedIn.
We have wealth and risk management advisor and author of the Canadian’s Guide To Personal Finance For Singles, Julie Shipley-Strickland join us to share some tips on managing your finance as a single person.
Find out more at advisor.wellington-altus.ca and connect on Instagram.
There are so many options when it comes to plans for internet and cell phone service and that is where PlanHub comes in. Nadir Marcos, CEO and Founder, joins us to tell us how the site works and can you find the best plan.
Find out more at planhub.ca and connect on Facebook, Twitter. Connect with Nadir on LinkedIn.
Managing your money when you’re single. Julie Shipley-Strickland takes us through her book The Canadian’s Guide to Personal Finance For Singles. And, an internet plan comparison site called PlanHub. CEO and Founder Nadir Marcos tells us how you can use it to find the right plan for your budget. Then, using social media for financial literacy. Certified Financial Planner Sam Lichtman tells us about what we can learn from platforms like TikTok and how to navigate the different content as a starting point. Plus, I’ll speak with Zandile Chiwanza, personal finance journalist and financial wellness educator, about how mental health can impact your financial decision-making.
To find out more about the guests check out:
- PlanHub: ca | Facebook | Twitter
- Nadir Marcos: LinkedIn
- Julie Shipley-Strickland: wellington-altus.ca | Instagram
- Sam Lichtman: TikTok | Twitter | LinkedIn
- Zandile Chiwanza: com | Instagram | Twitter | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have portfolio manager Kevin Burkett join us to take us through how the new tax-free first home savings account that was just announced by the Canadian government.
Connect with LinkedIn with Kevin, Burket Asset Management and Burkett & Co. Chartered Professional Accountants.
We take a look at auto insurance fraud and how it happens with Ratehub.ca’s VP of Insurance Matt Hands.
Connect at ratehub.ca, Twitter and Facebook.
What if you don’t have the perfect credit rate, a solid income and some equity in your house? Where can you turn to for other options to get a mortgage. We have Frances Hinojosa, co-founder and mortgage broker at Tribe Financial Group, join us to give us all the details on private mortgages.
Find out more about Tribe Financial Group at tribefinancial.com and connect on Instagram, Twitter and Facebook. Connect with Frances on Instagram and Twitter.
BMO and Immigration.ca have recently partnered together to help newcomers to Canada make progress in their financial life with a series of online tools and resources. To take us through that partnership Sumit Sarkar, head of customer growth at BMO, joins us to share his advice for newcomers.
Find out more at BMO.com and connect on Twitter. Connect with Sumit on LinkedIn.
A new account to help Canadians save for their first home. Portfolio manager Kevin Burkett is here to take us through the tax-free first home savings account. And, why some Canadians are relying on private mortgages to finance their homes. Mortgage broker Frances Hinojosa shares some of her concerns. Then, how to avoid auto insurance fraud. Matt Hands, Ratehub.ca’s VP of Insurance, tells us about the warning signs. Plus, helping immigrants find their financial footing. BMO partners with and Immigration.ca. Sumit Sarkar tells us about it.
To find out more about the guests check out:
- Sumit Sarkar: LinkedIn
- BMO: com | Twitter
- Frances Hinojosa: Instagram | Twitter
- Tribe Financial Group: com | Instagram | Twitter | Facebook
- Matt Hands: ca | Twitter | Facebook
- Kevin Burkett: LinkedIn
- Burket Asset Management: LinkedIn
- Burkett & Co. Chartered Professional Accountants: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Lise Birikundavyi, co-founder of BKR Capital, joins us to share on how they are making venture capital investing more accessible for Black-led companies to get funding.
Find out more at bkrcapital.ca and connect on Twitter and Instagram. Connect with Lise on Twitter and LinkedIn.
How do you know if you have developed an addiction to gambling. Mike Bergeron, a certified non-profit credit counselor at Credit Canada, joins us to talk to us about gambling on how are some of the ways someone can recover from a gambling debt.
Connect with Credit Canada on Facebook, Twitter, LinkedIn, Instagram and check out their YouTube Channel.
We have certified financial planner Mark McGrath join us to talk about the post he wrote about his dad and the emotional and psychological impact retirement had on him.
Connect with Mark on Twitter and LinkedIn. Check out some articles from Mark.
Investing in Black-led businesses. Lise Birikundavyi, managing partner and co-founder of BKR Capital, tells us how she’s trying to level the playing field and make funding more accessible for Black founders. And, Financial therapist Erika Wasserman tells us about her financial conversation cards. Then, how to know if you have a gambling problem and what to do about it. Mike Bergeron, a counselor at Credit Canada, provides ideas to help you get out of gambling debt. Plus, the emotional and psychological impact of retirement. Certified financial planner Mark McGrath tells us his dad’s story and the lessons he wants you to take away from it.
To find out more about the guests check out:
- Mark McGrath: Twitter | LinkedIn | Sweeney Bridge Articles
- Mike Bergeron: Facebook | Twitter | LinkedIn | Instagram | YouTube Channel
- BKR Capital: ca | Twitter| Instagram
- Lise Birikundavyi: Twitter | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Being a beginner investor can be a challenge and even more of a challenge when you are a new Canadian. Enoch Omololu, personal finance expert and founder of Savvy New Canadians, joins us to share his investing tips and how his platform provides personal finance resources.
Find out more at savvynewcanadians.com and connect on Facebook, Instagram or Twitter.
How do women build wealth in a way that meets their specific needs that aren’t being met in the current world of personal finance? We have Hadriana Leo, personal life coach and the founder of Money Navigator International, joins us to take us through her book Becoming a Wealthy Woman on Purpose: your guide to Creating Wealth Confidently and Unapologetically and shares her tips.
Find out more at moneynavigator.ca and connect on Instagram, Facebook and LinkedIn.
A side hustle or part-time job can bring in some extra income when you are looking to cut expenses but according to a survey from H&R Block half of Canadian gig workers are willing to risk not declaring income when filing their taxes. We have Yannick Lemay, Learning Program Lead & Tax Specialist at H&R Block, join us to take us through the implications of this strategy.
Find out more at hrblock.ca and connect on Instagram and Facebook.
It is not uncommon for Black Americans to assist family members who are in need when it comes to money, this is called the “Black Tax”. We talk to Money Coach Lynnette Khalfani-Cox about the personal essay she wrote in Vox and the racial wealth disparity she has seen first hand as a money coach and a Black woman.
Find out more at lynettehalfanicox.com and connect on Facebook, Twitter, Instagram and LinkedIn.
A recent survey from H&R Block found nearly half of Canadian gig workers are willing to risk not declaring their side income on their tax returns. Yannick Lemay from H&R Block Canada tells us how this can lead to some major consequences. And, the racial wealth disparity and the “Black Tax”. Money Coach Lynnette Khalfani-Cox takes us through how this impacts Black families. Then, investing tips for new Canadians. Enoch Omololu, founder of Savvy New Canadians, shares some of the differences new immigrants face compared to new investors. Plus, a guide just for women to help them build wealth. Hadriana Leo, founder of Money Navigator International, tells us about her book Becoming a Wealthy Woman on Purpose: Your Guide to Creating Wealth Confidently and Unapologetically.
To find out more about the guests check out:
- Lynnette Khalfani-Cox: com | Facebook | Twitter | Instagram | LinkedIn
- Yannick Lemay: ca | Instagram | Facebook
- Hadriana Leo: ca | Instagram | Facebook | LinkedIn
- Enoch Omololu: com | Facebook | Instagram | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Paul Wylie, head of BMO Family Office Canada, join us to take us through the challenges that athletes face on and off the field and share some tips on how to handle those challenges.
Connect with BMO on Twitter and Facebook.
Coming up with an estate plan is a whole process and one important step that is often overlooked is choosing the right executor. Leanne Kaufman, president and CEO of RBC Royal Trust, joins us to talk about choosing a corporate executor. Leanne tells us what a corporate executor is and how it works.
Find out more at RBC Royal Trust and connect on Twitter, Facebook and LinkedIn.
Julie Kuzmic, Senior Compliance Office at Equifax Canada, joins us to talk about their recent survey that shows Canadians are fighting back against fraud and identify theft more than ever before. Julie takes us through the survey and shares some tips to help.
Find out more at equifax.ca and connect on Twitter and LinkedIn. Follow Julie on LinkedIn.
We take a closer look at money management personality tests with Melissa Leong, personal finance expert and author of the book, Happy Go Money.
Find out more about Melissa at melissaleong.com and connect on Instagram and Twitter.
Canadians are fighting back against fraud and identity theft more than ever, according to a new survey from Equifax Canada. Julie Kuzmic takes us through the results. And, insight into the unique financial challenges young athletes may face. Paul Wylie from BMO provides an insider look. Then, struggling to choose an executor for your will? Some people opt for a corporate executor. Leanne Kaufman, president and CEO of RBC Royal Trust, tells us why someone would want to choose this option. Plus, what’s your money personality? Personal finance expert and author Melissa Leong takes us through different money management styles and what they might mean for you.
To find out more about the guests check out:
- Melissa Leong: com | Instagram | Twitter
- Equifax Canada: ca | Twitter | LinkedIn
- Julie Kuzmic: LinkedIn
- Leanne Kaufman: RBC Royal Trust | Twitter | Facebook | LinkedIn
- Paul Wylie: Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Instead of fasting when it comes to food what about a credit card fast. We talk to Lisa Samalonis who put her credit card away on her journey to gain financial freedom. She gives us the insights on how it works.
Connect with Lisa on Twitter and LinkedIn.
We are joined by Daniel Goldgut, co-founder and CEO of Epilogue, to talk about how to set up RESP’s to continue on even after death so that your kids can still get all the contributions.
Find out more from Epilogue on Twitter, Facebook, Instagram and LinkedIn. Connect with Daniel on LinkedIn.
We have Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us share with how he described the pandemic as a retirement fire drill.
Connect with Darren on LinkedIn and Facebook and find out more about Coleman Wealth on Facebook.
Waiting two weeks for pay day can be a challenge. Now you can get paid earlier with on-demand pay platforms and we have Aaron Fox, vice-president for Dayforce Wallet at Ceridian, joins us to talk about the on-demand pay platform that Ceridian has launched here in Canada.
Find out more on Twitter, Facebook and Instagram.
Get out of debt with a “credit card fast”. Lisa Samalonis tells us how she used this financial savings method to buy a home. And, getting paid without having to wait two weeks. Aaron Fox, vice-president of commercial for Dayforce Wallet at Ceridian, takes us through how an on-demand pay platform works. Then, how COVID-19 affected our retirement plans. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, explains why he sees the pandemic as a “retirement fire drill”. Plus, what you need to know about RESPs and your will. Daniel Goldgut, co-founder and CEO of Epilogue, takes us through the steps to ensure your kids’ RESP can continue even after death.
To find out more about the guests check out:
- Aaron Fox: Twitter | Facebook | Instagram
- Lisa Samalonis: Twitter | LinkedIn
- Darren Coleman: LinkedIn | Facebook
- Coleman Wealth: Facebook
- Daniel Goldgut: LinkedIn
- Epilogue: Twitter | Facebook | Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Paige Cornetet, author of My Dad’s Class: An Intentional Structure For Teaching Your Kids About Money and Life, join us to take us through some of the lesson activities she created for families to use after reading the book.
Find out more at spendthen.com and connect on Facebook and Instagram.
Having investment accounts on both sides of the Canada/US border can have a number of challenges when it comes to managing your money. Shiraz Ahmed, a wealth management advisor and founder of Sartorial Wealth Team of Raymond James, joins us to talk about these challenges.
Find out more at sartorialwealth.com and connect on Facebook, LinkedIn, Twitter and check out their YouTube Channel.
Investing in companies and fund that focus on ESG (Environmental, social and governance) is a hot trend right now. Mark Egan, associate professor at the Harvard Business School, join us to talk about the study he co-authored on how investors value ESG funds and give us the ROI.
Find out more about Mark here.
Honouring your loved one can mean buying a funeral package you can’t afford. We talk to Mallory Greene, CEO and co-founder of Eirene, to take us through the unexpected costs of a funeral and some alternatives that they can provide.
Find out more at eirene.ca and connect on Facebook, Twitter, Instagram and LinkedIn.
If you spend anytime on social media you will have run into “influencers” marketing products to you and others around you. Well some TikTokr’s are getting tired of this consumer culture and are doing the opposite – “de-influencing”. We have Alicia Adamczyk, senior writer and Fortune, join us to talk about her piece she wrote about on this idea.
Find more of Alicia’s writing on Substack and connect on Twitter.
A new TikTok trend that runs against the consumer culture. It’s called “De-Influencing”. Alicia Adamczyk, senior writer at Fortune, tells us about why some people are taking to the app to call out consumerism. And, investing in “green” funds. Mark Egan from the Harvard Business School tells us about his study on the cost of ESG funds. Then, managing cross-border accounts. Wealth Management Advisor Shiraz Ahmed shares his tips for avoiding border blunders. And, the high cost of funerals. Mallory Greene, CEO and Founder of Eirene, takes us through some affordable alternatives. Plus, I’ll speak with author of My Dad’s Class, Paige Cornetet, about some activities parents can do with their kids to teach them about money and life.
To find out more about the guests check out:
- Alicia Adamczyk: Substack | Twitter
- Mallory Greene: ca | Facebook | Twitter | Instagram | LinkedIn
- Paige Cornetet: com | Facebook | Instagram
- Mark Egan: Bio
- Shiraz Ahmed: com | Facebook | LinkedIn | Twitter | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Wouldn’t it be nice to own a part of the company where you work if it is a great company with a great future. We talk to Jon Shell to tell us about the not-for-profit Canadian Employee Ownership Coalition that is hoping to bring the benefits of employee ownership to Canada.
Find out more on employee-ownership.ca and connect on Twitter. Connect with Jon on Twitter.
We have Robin Taub, a chartered professional accountant and author of The Wisest Investment, join us to take us through some of the most popular family finance apps in Canada.
Connect with Robin on Twitter, Facebook and LinkedIn.
Selling is critical to almost every job there is but is it a skill that can be trained. Colin Coggins, a professor at USC Marshall School of Business and the co-author of THE UNSOLD MINDSET: Redefining What It Means To Sell, join us to take us through on how to achieve this mindset and go over some misperceptions in selling.
Find out more at colinandgarret.com and connect on Instagram, Twitter, and LinkedIn.
The disability tax credit can go a long way to reduce the burden of a family dealing with the cost of a member with a disability. But this tax credit is not easy to get and getting help can command a high fee and the “Disability Tax Credit Promoters Restrictions Act” was supposed to help limit these fees. Jamie Golombek, managing director of tax and estate planning with CIBC Private Wealth, joins us to talk about the tax credit and why there is a court injunction that is pausing the restrictions act.
Find out more on the CIBC Tax Site and connect with Jamie on Twitter, LinkedIn and at jamiegolombek.com.
We talk to Jane Robertson, founder of the group Single Seniors for Tax Fairness, about the inequities that seniors who do not have a life partner face when it comes to paying taxes.
Find out more at singlesseniorsfortaxfairness.com and connect on Facebook, Twitter and LinkedIn.
The most popular family finance apps available in Canada. Chartered Professional Accountant and author Robin Taub takes us through them. And, the challenges single seniors face during tax season. Jane Robertson, founder of Single Seniors for Tax Fairness, tells us about what’s needed to address the issue. Then, the high fees you might be paying for consultants to help you with the Disability Tax Credit. Jamie Golombek from CIBC tells us why a potential fee cap in Canada is stalled. And, a group looking to bring the benefits of employee ownership to Canada. Jon Shell from the Canadian Employee Ownership Coalition, takes us through what their organization is advocating for. Plus, Colin Coggins from the USC Marshall School of Business tells us about the book he co-authored called THE UNSOLD MINDSET: Redefining What It Means to Sell.
To find out more about the guests check out:
- Jane Robertson: com | Facebook | Twitter | LinkedIn
- Jamie Golombek: CIBC Tax Site | Twitter | LinkedIn | com
- Robin Taub: Twitter | Facebook | LinkedIn
- Colin Coggins: com | Instagram | Twitter | LinkedIn
- Canadian Employee Ownership Coalition: employee-ownership.ca | Twitter
- Jon Shell: Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Stan Samole, president and CEO of Family Tax Recovery, about how they help you get a possible refund from previous tax returns if missed some credits or benefits that you didn’t get the first time around.
Find out more at familytaxrecovery.ca and connect on LinkedIn and Twitter.
We talk to Taylor Inglis, Senior VP at EP Care, about how they expanded their EP Care program to 50 dental clinics across the country and how their health and wellness financing works.
Find out more at epcare.ca and connect on LinkedIn.
What is the better way to go if it is time to renew your mortgage, fixed or variable. We have Clay Jarvis, NerdWallet spokesperson and mortgage financial expert, joins us to take us through the choice whether it is time to renew or you are looking to shop around for a better mortgage.
Connect with NerdWallet on Twitter, Instagram and Facebook.
What are the best jobs in Canada? We have Michelle Star, director of Indeed, join us to give us the details on its report on the 20 best jobs of 2023.
Check out the Indeed Leadership Hub and connect on Twitter.
We talk to Carrissa Lucreziano, head of CIBC’s financial planning and advice team, about their experiment to ease clients’ financial anxiety with therapy dogs called Financial Stress Companions.
Connect with CIBC on Twitter, Facebook and LinkedIn.
If your mortgage is set to renew, you should be thinking about shopping around. Nerdwallet’s mortgage expert Clay Jarvis is here to take us through the process when you have the itch to switch. And, combating financial anxiety with therapy dogs. Carissa Lucreziano from CIBC tells us about their one-time experiment and tips for dealing with financial stress. Then, a company that helps you find missing tax credits and deductions. Stan Samole, president and CEO of Family Tax Recovery, tells us how it works. And, the top 20 best jobs in Canada. Michelle Slater, director at Indeed, shares its new report. Plus, how to borrow for braces. Taylor Inglis, senior VP at EP Care, tells us about their health and wellness financing options.
To find out more about the guests check out:
- CIBC: Twitter | Facebook | LinkedIn
- Michelle Star: Indeed Leadership Hub | Twitter
- Stan Samole: ca | LinkedIn | Twitter
- NerdWallet: Twitter | Instagram | Facebook
- Taylor Inglis: ca | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
A growing number of boomers are choosing to remain in the workforce instead of retiring. Tina Lorenz joins us to talk about how she is a part of the “anti-retirement” movement and calls herself a “renegade boomer”.
Find out more at tinalorenz.com and therenegadeboomer.com. Connect on Instagram, LinkedIn, Facebook and check out her YouTube channel.
Many people try to use willpower when it comes to spending. While it is a important it is not enough when it comes to spending, or not spending. Romano King, senior finance editor of Finder, joins us to tell is why that we need to stop relying solely on willpower to curb our spending.
Find out more at finder.com/ca.
The prominence of sports betting has increased with the changes in the legal environment but with that it can be problematic and there are risks to betting on sports. We are joined by Moshe Lander, economics professor at Concordia University specializing in the economics of sports gaming and gambling, to share the risks as sports betting becomes more common.
Connect with Moshe Lander on Instagram and Twitter.
Making good financial decisions can be tough especially when you’re in a panic. Shannon Lee Simmons, Certified Financial Planner, joins us to share tips from her book No Regret Decisions: Making Good Choices During Difficult Times.
You can connect with Shannon on Instagram or with New School of Finance on Instagram.
We have certified financial planner, Jackie Porter, join us to talk about unconscious spending. What is it and what can we do to curb these habits.
Find out more at askjackie.ca and connect on LinkedIn and Instagram.
Making good financial decisions can be tough especially when you’re in a panic. Certified Financial Planner Shannon Lee Simmons shares tips from her book No Regret Decisions: Making Good Choices During Difficult Times. And, the rise of sports-betting. Economics professor Moshe Lander tells us about the risks for your bank account. Then, mindlessly making a purchase. Certified Financial Planner Jackie Porter talks about unconscious spending habits and how to curb them. And, the science of willpower. Romana King, senior finance editor at Finder, takes us behind the research. Plus, Tina Lorenz, “the Renegade Boomer”, tells us about the Anti-Retirement movement.
To find out more about the guests check out:
- Shannon Lee Simmons: Instagram
- New School of Finance: Instagram
- Moshe Lander: Instagram | Twitter
- Jackie Porter: ca | LinkedIn | Instagram
- Romano King: com/ca
- Tina Lorenz: com | therenegadeboomer.com| Instagram | LinkedIn | Facebook | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have assistant professor of marketing at Ohio State’s Fisher College of Business, Grant Donnelly, join us to share the findings on their working paper at Harvard on a new way to help reduce credit card debt called Repayment-by-Purchase.
Find out more about the working paper at fisher.osu.edu.
We have Morgan Roberts, Insurance Sales Director at ratehub.ca, join us to share with us on how to be better prepared before a potential car accident, what you need to do if you are in an accident and how these insurance claims can affect your rate.
Found out more at ratehub.ca and connect on Twitter and Facebook.
As a parent nowadays you are left wondering if you should give allowance in a traditional cash allowance or pay in virtual currency instead. We have Karen Holland joins us to give us her thoughts on the topic. Her organization, Gifting Sense, teaches children how to think before they buy.
Found out more at giftingsense.org and connect on LinkedIn, Twitter and Facebook.
We look at what Canadians can do if they’re aging alone, especially when it comes to personal finances with as Laura Tamblyn Watts joins us. Laura is the founder and CEO of CanAge, Canada’s national senior advocacy organization.
Connect with Laura on Twitter and Linkedin. Find out more about CanAge on Twitter.
We talk to portfolio manager and author, John De Goey, about how bias is relevant when it comes to investing. John explores this idea in his book Bullshift: How Optimism Bias Threatens you Finances and he joins us now.
You can connect with John on Twitter.
Kinless seniors face a host of logistical challenges, aging without family to help. That includes how to manage their personal finances. Laura Tamblyn Watts joins us to talk about what you can do about it. And, a new way to reduce your credit card debt. Grant Donnelly, an assistant marketing professor at Ohio State University, tells us about ‘repayment-by-purchase’. Then, how a car accident can impact your insurance rates. Morgan Roberts from ratehub.ca shares what you need to know. And, digital currency as allowance. Karen Holland from Gifting Sense tells us how this could impact how kids see the value of money. Plus, we’ll talk to John De Goey about his book Bullshift: How Optimism Bias Threatens Your Finances.
To find out more about the guests check out:
- John De Goey: Twitter
- Laura Tamblyn Watts: Twitter | Linkedin
- CanAge: Twitter
- Karen Holland: org | Twitter | Facebook
- Morgan Roberts: ca | Twitter | Facebook
- Grant Donnelly: osu.edu
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The path to financial freedom can be different when you have a career in the service industry and knows what it is to live off of a tipped income. We have Barbara Sloan, author of Tipped: The life-changing guide to financial to financial freedom for waitresses, bartenders, strippers and all other service industry professionals and owner of Tipped Finance, joins us to give us the insight.
Connect with Barbara on Twitter, Instagram and Facebook.
At seventeen you probably had very little personal finance knowledge whether your school didn’t teach it or it was not that exciting of a topic. Well entrepreneur and writer Douglas Price wants to fix this. He join us to talk about his personal finance book he wrote called Seventeen to Millionaire.
Find out more at seventeentomillionaire.com and connect on Twitter.
We have Jennifer Arnold, CEO and Co-Founder of MinervaAI, join us to tells us about their platform that provides financial crime “risk management solutions”
Find Jennifer on LinkedIn and find out more at minervaai.oi and connect on Twitter.
Furniture that comes from places like IKEA have the stereotypical knock of being “fast furniture” and soon headed for the landfill. IKEA is looking to change that for the furniture. We have Heléne Loberg, Head of sustainability at IKEA Canada, join us to share her tips and tricks and tells us about some of their initiatives including their “spare parts” program.
Connect with Heléne on LinkedIn.
Reaching your financial goals while working in the service industry. Barbara Sloan, writer of Tipped and owner and coach for Tipped Finance, shares her insights for those living on a tip based income. And, teaching personal finance basics to teenagers. Author and entrepreneur Douglas Price takes us through his book Seventeen to Millionaire. Then, saving money without hurting the environment. Heléne Loberg from IKEA Canada shares her tips for shopping sustainably. And, whether you’re a cat or a dog person you might want to consider planning for your pet’s financial future in your will. Daniel Goldgut from Epilogue will tell us why. Plus, the ins and outs of financial crime. Jennifer Arnold from MinervaAI tells us about how the platform is trying to prevent it from the start.
To find out more about the guests check out:
- Heléne Loberg: LinkedIn
- Jennifer Arnold: LinkedIn
- MinervaAI: io | Twitter
- Douglas Price: com | Instagram
- Barbara Sloan: Twitter | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Cryptocurrency may not be just a passing fad and while some of the players involved may fall to the wayside like FTX the idea of digital currency may survive and thrive especially if central banks get involved. Professor of Finance, Katrin Tinn, from the Desautels Faculty of Management at McGill University joins us to talk and explain more about the piece she recently co-wrote on Why Digital Currencies Could Change The Future of Central Banking.
Find out more at McGill University and connect with Katrin on LinkedIn and Twitter. You can learn more about the collaboration at the Desmarais Global Finance Lecture and the potential design for the Bank of Canada digital currency.
There are two ways that can help you solve your debt, a debt consolidation program or a consumer proposal. Which one would work best for you. We have Stacy Yanchuk Olesky, CEO of Credit Counselling Canada, join us to help explain the difference of the two.
Connect with Stacy on Twitter and LinkedIn.
We talk to Emily Baron Cadloff who wrote a piece in the Walrus about how the credit rating system became so powerful and some of the issues with it. She joins us to tell us more about these issues.
Find out more at emilybaroncadloff.com and connect on Twitter.
In these times of economic uncertainty, many people can feel like there are not in full control of their finances. There is a new partnership between Interac and Conscious Economics looking to help Canadians gain financial confidence. Rhiannon Rosalind, Creator and CEO of Conscious Economics joins us to tell us more about the program.
Connect with Conscious Economics on Twitter, Facebook and Instagram as well connect with Interac on Twitter, Facebook and Instagram.
We talk to certified financial planner Matt Meline about his new book, Empty Nest, Full Pockets: How to Emotionally and Financially Prepare For You And Your Child`s Future. The book covers strategies to help prepare parents and teens for the next chapter in life and Matt takes us through it.
Find out more at pfwplanning.com and connect on LinkedIn, Facebook and watch his videos on YouTube.
Strategies to help you prepare financially and emotionally to become an empty nester. Certified Financial Planner Matt Meline takes us through his book Empty Nest, Full Pockets. And, boosting your financial confidence. Rhiannon Rosalind from Conscious Economics tells us about their Mindfulness & Money educational program in partnership with Interac. Then, how the credit rating system became so powerful. Writer Emily Baron Cadloff tells us more about it. And, why central banks are exploring digital currencies. McGill University Finance professor Katrin Tinn explains. Plus, managing your debt. Credit Counselling Canada CEO Stacy Yanchuk Oleksy takes us through the difference between a debt consolidation program and a consumer proposal.
To find out more about the guests check out:
- Matt Meline: com | LinkedIn | Facebook | YouTube
- Conscious Economics: Twitter | Facebook | Instagram
- Interac: Twitter | Facebook | Instagram
- Emily Baron Cadloff: com | Twitter
- Stacy Yanchuk Olesky: Twitter | LinkedIn
- Professor Katrin Tinn: McGill University | LinkedIn | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Mortgage strategist Rob McLister joins us to talk about collateral mortgages and the pros and cons about getting one.
Everyone wants everything immediately and now even groceries are on that list. We have Nicole Verkindt, CEO of Buggy, join us to tell us more on how Buggy works and how they can get grocery and other essential items in as little as 15 minutes.
Connect with Nicole on Twitter, LinkedIn and Instagram. Find out more about Buggy at buggy.ca and connect on Instagram, Facebook, LinkedIn, TikTok and Twitter.
We have certified financial planner Jackie Porter join us to talk about the recent PC Financial survey for financial literacy month and it found 3 in 4 Canadians are confident about their financial skills and are prepared for the future.
Find out more at pcfinancial.ca and connect on Twitter and Instagram. Connect with Jackie at askjackie.ca and on Twitter, Instagram and Facebook.
We take a look at Opportunity Knock$, a reality tv show streaming on PBS Passport, which pairs six families with an Opportunity Coach. We have one of the coaches, Jean Chatzky, join us to tell us more about the series.
Catch the show on opportunityknocks.net and connect on Twitter and Instagram. Connect with Jean on Twitter, Facebook, LinkedIn and Instagram.
How confident Canadians are about their financial literacy skills. Certified financial planner Jackie Porter takes us through the findings of a recent PC Financial survey. And, a new reality show called Opportunity Knock$ that’s helping families rebound from financial hardship. Opportunity coach Jean Chatzky tells us what it’s all about. Then, a look at an immediate grocery delivery service called Buggy. CEO Nicole Verkindt tells us how it works. And, what you need to know about collateral mortgages. Mortgage strategist Rob McLister takes us through the pros and cons.
To find out more about the guests check out:
- Opportunity Knock$: net | Twitter | Instagram
- Jean Chatzky: Twitter | Facebook | LinkedIn | Instagram
- Nicole Verkindt: Twitter | LinkedIn | Instagram
- Buggy: ca | Instagram | Facebook | LinkedIn | TikTok | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
There have been many companies that have tried to break up the traditional system of selling your home. One system is a digital real estate platform called Wahi. We have CEO Benjy Katchen join us to tell us more about the system and how the platform works.
Find out more on wahi.com and connect on Facebook, Instagram, LinkedIn and Twitter. Connect with Benjy on LinkedIn, Twitter, Instagram and Facebook.
There can be some risk to your financial security while traveling including theft and going online on a public network. Nora Dunn, NerdWallet financial expert and digital nomad joins us to share her tips so you can worry less on your next trip.
Find out more about NerdWallet on Twitter, Instagram and Facebook. Connect with Nora on Twitter, Instagram and Facebook.
We talk to Alison Howard, executive director of ABC Life Literacy Canada, about their Money Matters program and the ways it can improve financial literacy.
Find out more at abcmoneymatters.ca and connect on Facebook, Twitter, and Instagram.
We talk to co-founder and COO of PolicyMe, Laura McKay, about their recently launched product, critical illness insurance and how it works.
Find out more on LinkedIn, Instagram, Twitter and Facebook.
Being aware of economic abuse is important. Meseret Haileyesus, executive director of the Canadian Center for Women’s Empowerment, joins to fill us in on what it means, who does it affect and what can be done about it.
Find out more on Twitter, Facebook, LinkedIn and Instagram.
A program that teaches you the basic skills you need to take control of your finances. Alison Howard tells us about ABC Life Literacy Canada’s Money Matters workshop. And, the financial security risks you may encounter while travelling. Nora Dunn from NerdWallet shares her tips to avoid them. Then, critical illness insurance from PolicyMe. Co-founder and COO Laura McKay takes us through the product’s features. And, what you need to know about economic abuse. Meseret Haileyesus from the Canadian Center for Women’s Empowerment tells us what’s needed to address the issue. Plus, a digital real estate platform called Wahi. CEO Benjy Katchen tells us how it differs from other real estate companies.
To find out more about the guests check out:
- Meseret Haileyesus: Twitter | Facebook | LinkedIn | Instagram
- Laura McKay: LinkedIn | Instagram | Twitter | Facebook
- Alison Howard: ca | Facebook | Twitter | Instagram
- NerdWallet: Twitter | Instagram | Facebook
- Nora Dunn: Twitter | Instagram | Facebook
- Wahi: com | Facebook | Instagram | LinkedIn | Twitter
- Benjy Katchen: LinkedIn | Twitter | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
What happens when building the nest egg changes gears to spending the nest egg when it comes to your retirement savings. We have Brad Gotto, a retirement income certified professional, founder of Fiat Wealth Management and author of Spending Money and Having Fun: Your Guide to a Fearless Retirement, join us to talk about shifting those gears.
Find out more about Fiat Wealth Management on Facebook, Instagram and LinkedIn.
We talk to Caryl Newbery-Mitchell, a licensed insolvency trustee with MNP, about what a collection agency can and cannot do legally and what to do when they call.
Find out more from MNP on Facebook and Twitter and connect with Caryl on LinkedIn.
As part of Financial Literacy Month our theme is “Financial Readiness Kit” and Credit Canada has developed a kit for Canadians over the age of 55. Yvonne Ziomecki, executive Vice president of marketing and CMO at HomeEquity Bank, join us to talk more about the kit.
Connect with HomeEquity Bank at LinkedIn, Facebook and Twitter.
Finances and health are often thought of as two separate things but once can affect the other according to recent research. We have Stipica Mudrazija, a senior research associate at the Urban Institute, join us to share more on their recent study on health outcomes for older adults with and without debt.
Connect with Stipica on Twitter and Facebook.
Preparing for uncertain times when you’re close to retirement. Yvonne Ziomecki from HomeEquity Bank takes us through a Financial Readiness Kit for Canadians 55 and up. Then, a recent study looking at how debt can impact your health. Stipica Mudrazija from the Urban Institute takes us through the findings. And, what to do when the debt collector keeps calling. Licensed Insolvency Trustee Caryl Newbery-Mitchell, from MNP, shares her tips. Plus, we’ll speak with Brad Gotto, founder of Fiat Wealth Management, about his book Spending Money and Having Fun: Your Practical Guide to a Fearless Retirement.
To find out more about the guests check out:
- Stipica Mudrazija: Twitter | Facebook
- Yvonne Ziomecki: LinkedIn | Facebook | Twitter
- MNP: Facebook | Twitter
- Caryl Newberry-Mitchell: LinkedIn
- Brad Gotto: Facebook | Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
What about a loan that gives you cash back. Parachute is a loan provider that offers rewards while you consolidate your debt. The CEO and founder of Parachute, Bruce Hodges, joins us today to talk more about how it works.
Find out more by connecting on Faceboook and Instagram.
We have Cassandra Dorrington, president and CEO of the Canadian Aboriginal and Minority Supplier Council, join us to talk about the barriers that refugees face when it comes to getting a business off the ground and how they are working with TD Bank Group and the Tent Partnership for Refugees to launch a certification program for business owned by entrepreneurs who are refugees within 10 years of arrival in Canada.
Connect on Twitter, Facebook and LinkedIn.
Like any other kind of emergency we can also plan for uncertain financial times. Credit Canada has created a kit called “Your Financial Readiness Kit” and Gursh Singh from Credit Canada joins us to take us through what is in the kit.
Connect with Credit Canada on Facebook, Twitter, Instagram, LinkedIn.
We talk to Lisa Durocher, CEO of Rogers Bank, about their new Rogers Connections Mastercard and why do we “need it”
Find out more at rogersbank.com/connections and connect on Twitter, Facebook and Instagram.
The Financial Consumer Agency of Canada has its own National Financial Literacy Strategy and measurement plan and it is designed to help Canadians become more financially resilient. The strategy has five consumer building blocks to help Canadians to gain the skills. Supriya Syal, deputy commissioner of Research, Policy and Education, joins us to talk about one of the building blocks, managing debt, and more about the measurement plan.
To find out more about what they do connect on Twitter, Instagram, Facebook and LinkedIn.
How to become more financially resilient. Supriya Syal from The Financial Consumer Agency of Canada takes us through their National Financial Literacy Strategy. Then, a new cash back Mastercard from Rogers Bank. Lisa Durocher tells us about all of its features. And, helping refugees grow their small businesses. Cassandra Dorrington from the Canadian Aboriginal and Minority Supplier Council tells us about their certification program in partnership with TD Bank Group and the Tent Partnership for Refugees. Plus, how to be more prepared for uncertain financial times. Gursharon Singh from Credit Canada takes us through their financial readiness kit. And, Bruce Hodges, CEO and founder of Parachute, tell us about the loan provider that gives you cash back.
To find out more about the guests check out:
- Supriya Syal: Twitter | Instagram | Facebook | LinkedIn
- Lisa Durocher: com/connections | Twitter | Facebook | Instagram
- Gursh Singh: Facebook | Twitter | Instagram | LinkedIn
- Cassandra Dorrington: Twitter | Facebook | LinkedIn
- Bruce Hodges: Faceboook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Getting a mortgage for your home is a pretty straight forward process but what happens when you are looking for one for a rental property. We talk to Paul Leonard, CEO of WealthONE Bank of Canada, about the process of getting a mortgage if your goal is to have a rental property.
Find out more at wealthonebankofcanada.com and connect on Instagram and Facebook.
What You Need To Know Tax Wise as a Freelancer We talk to chartered professional accountant, Dean Paley, about things that you need to know when it comes to taxes when you are a freelancer or take on a side hustle.
Find out more at deanpaley.com.
Allison Venditti, career coach and founder of Moms at Work, joins us to talk about the pay gap for under-represented groups and shares her tips on one of the strategies to fight it, increasing the level of pay transparency in the job market.
Find out more from Moms At Work on Instagram, Facebook and Twitter. Connect with Allison on LinkedIn.
We talk to the creators behind the “Two Girls Investing” TikTok account, Jessica Rowat and Colleen Kormos. They join us how they educate their 45 thousand followers and what they have learned so far through “FinTok”.
Find out more at twogirlsinvesting and check out their TikTok and Instagram platforms.
In terms of building wealth investing in the stock market and investing in real estate are the most common strategies. We talk to Meghan Chomut, certified financial planner, CEO and lead advisor at Port Rouge, about how they off financial planning and advice for real estate advisors.
Follow Port Rouge on Facebook and connect with Meghan on Instagram.
The importance of pay transparency. Founder of Moms at Work, Allison Venditti, makes the case for why it is so important to narrow the pay gap. Then, advice for real estate investors. Meghan Chomut, CEO of Porte Rouge, provides context on financial planning, and Paul Leonard of Wealth One Bank weighs in on financing. Plus, tax tips for when you’re self-employed or have a side hustle. Chartered professional accountant Dean Paley simplifies the process. And, Jessica Rowat and Colleen Kormos from Two Girls Investing talk about personal finance on TikTok.
To find out more about the guests check out:
- Meghan Chomut: Instagram
- Port Rouge: Facebook
- Two Girls Investing: twogirlsinvesting | TikTok | Instagram
- Allison Venditti: LinkedIn
- Moms At Work: Instagram | Facebook | Twitter
- Dean Paley: com
- Paul Leonard: com | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to financial coach and founder of The Purpose of Money, Acquania Escarne, about what the concept is and she shares tips about building generational wealth.
Find out more at thepurposeofmoney.com and connect on Instagram, Twitter and Facebook.
We talk to Maggie MacDonald, a PhD student at the University of Toronto, about her piece for the Walrus about the routine financial discrimination against sex workers and what other financial discriminations they face.
Find out more at internetmaggie.com and connect on Twitter and Instagram.
We have Leslie-Anne Scorgie, personal finance expert and founder of MeVest, joins us to share her tips on how to have conversations with your loved ones and how to support them when it comes to the topic of debt.
Found out more from MeVest on Twitter, Facebook and Instagram. Connect with Leslie on Twitter, Facebook and Instagram.
Fred Vettese, former chief actuary of Morneau Shepell and the author of “Retirement Income for Life”, joins us to explain why his stance on deferring CPP until age 70 may no longer be the best option.
Resilience is a trait we want to foster in Canadians but it takes more than cheerleading to enable financial resilience. The Financial Resilience Institute looks to improve the financial resilience and wellbeing of Canadians. Eloise Duncan, founder and CEO of the Financial Resilience Institute, joins us to talk about how they are going about it.
Find out more at finresilienceinstitute.org and connect with Eloise on LinkedIn and Facebook.
How to help a family member deal with debt. Financial expert Lesley-Anne Scorgie takes us through the steps. Then, building financial resilience and well-being for vulnerable Canadian households. Eloise Duncan, founder of the Financial Resilience Institute, shares how they’re trying to help. And, why deferring CPP until age 70 might not be the best option for everyone right now. Fred Vettese, former chief actuary of Morneau Shepell and author of Retirement Income for Life, tells us why. Plus, the financial discrimination against sex workers. Maggie MacDonald takes us through the specific challenges they face when it comes to money.
We talk to financial coach and founder of The Purpose of Money, Acquania Escarne, about what the concept is and she shares tips about building generational wealth.
Find out more at thepurposeofmoney.com and connect on Instagram, Twitter and Facebook.
Full Episode:
To find out more about the guests check out:
- Eloise Duncan: org | LinkedIn | Facebook
- Leslie-Anne Scorgie: Twitter | Facebook | Instagram
- MeVest: Twitter | Facebook | Instagram
- Maggie MacDonald: com | Twitter | Instagram
- Acquania Escarne: com | Instagram | Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Erin Bury, CEO and co-founder of Willful, about why it is important now more than ever to talk to your family about the inheritance that will be handed down or you may get.
Find out more with Willful on Twitter, Instagram and Facebook. Connect with Erin on Twitter, Instagram and Facebook.
We talk to John Bromley, founder of Charitable Impact, about how they help you manage what you give to charity all in one account.
Find out more at charitableimpact.com and connect on Instagram, Facebook and Twitter.
We talk to Patrick Ens, president of Capital One Canada, about what you can do if your finances are taking a toll on you both mentally and physically and what is financial “self-care” and how to put it into practice.
Check out Capital One’s Life & Credit Blog and connect on Facebook and Instagram. Connect with Patrick on LinkedIn.
Consider your future self when trying to figure out a solution to making better decisions with your money. Hal Hershfield, an associate professor of marketing behavioural decision making and psychology at UCLA, joins us to tell us why thing about the “future you” is important.
Connect with Hal on Twitter and Facebook.
How thinking about your future self can help you make better long-term financial decisions. Hal Hershfield, professor at UCLA's Anderson School of Management, explains why. Then, practicing financial self-care. Capital One Canada President Patrick Ens shares his tips on how to cope when your money is taking a toll on your physical and mental health. And, the importance of discussing your inheritance with your family. Willful CEO Erin Bury tells us when and how to have that conversation. Plus, managing what you give to charity all from one account. John Bromley, CEO of Charitable Impact, shares how the public foundation is aiming to make donating money to a specific cause more accessible.
To find out more about the guests check out:
- Hal Hershfield: Twitter | Facebook
- Patrick Ens: LinkedIn
- Capital One Canada: Life & Credit Blog | Facebook | Instagram
- John Bromley: com | Instagram | Facebook | Twitter
- Erin Bury: Twitter | Instagram | Facebook
- Willful: Twitter | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Parents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance. Michael Dutra, president of Michael Dutra Estate Planning & Insurance, joins us to explain how it works.
Find out more at michaeldutra.ca and connect on LinkedIn.
We talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.
We talk to Nicole McLaren, founder and CEO of Raven Reads and the Founder and Chair of the Indigenous Women’s Business Network, about the recent session of SOAR Digital Gathering of Indigenous Entrepreneurs and how they looked at how to reframe money as “medicine”.
Connect with Nicole on Twitter and Instagram. Find out more about Raven Reads on Twitter.
We talk to Walid Hejazi, an Associate Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, about the relevance of “halal” when it comes to banking and finance for the more than one million Muslims living in Canada.
Connect with the Rotman School of Management on Twitter.
Buying a whole life insurance policy on your adult child. Estate planning and insurance expert Michael Dutra tells us about cascading life insurance and its benefits. Then, a look at halal financing options in Canada. Rotman School of Management professor Walid Hejazi takes us through what’s available and how it works. And, reframing money as “medicine”. Indigenous entrepreneur Nicole McLaren shares how doing this can benefit Indigenous communities and families. And, financial literacy for high net-worth families. Stephanie Dean from RBC Family Office Services tells us about the different approaches. Plus, a fun way to talk to your significant other about money. Financial therapist Erika Wasserman tells us about her financial conversation cards.
To find out more about the guests check out:
- Walid Hejazi: Twitter
- Nicole McLaren: Twitter | Instagram
- Raven Reads: Twitter
- Michael Dutra: ca | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to the CEO of eQuo, Barry Hillier, about how their platform of connecting small business with investors and capital works and how their aim is help small businesses grow.
Find out more at equoshift.com and connect on Twitter, Instagram and Facebook.
Amy D’Aprix, founder and chief executive of Life Transitions, joins us to share her tips for keeping your marriage together during retirement.
Find out more at dramy.life and connect on Facebook, Twitter and LinkedIn.
We have Claire Tansey, the creator of Claire Tansey’s Kitchen, join us to share her tips on how you can save money when grocery shopping.
Connect with Claire Tansey’s Kitchen on Facebook. Check out Claire on clairetansey.com and connect on Twitter and Instagram.
One of the most important parts of the will is the settlement. We talk to the director of Estate Solution for ClearEstate, Sara Hillier, about how the settlement services part works in their estate planning.
Find out more at ClearEstate and connect on Facebook, LinkedIn and Twitter.
The way people work has changed. If you are looking to become a ‘digital nomad’ we have Nora Dunn, financial expert at NerdWallet, join us to take us through the financial ins and outs to become one.
Check out NerdWallet on Twitter, Instagram and Facebook. Connect with Nora on Twitter, Instagram and Facebook.
The financial ins and outs of becoming a digital nomad. Nora Dunn shares her personal experience. And, how to save money at the grocery store. Claire Tansey from Claire Tansey’s Kitchen tells us how to rein in the cost of food. Then, retirement can really put on a relationship. Amy D’Aprix from Life Transitions shares her tips for keeping your marriage together during this transition. And, how eQuo is looking to support small businesses. CEO Barry Hillier tells us about the company’s matchmaking platform that connects entrepreneurs and investors. Plus, Sara Hillier tells us all about ClearEstate, an online platform that provides estate planning and settlement services all in one place.
To find out more about the guests check out:
- NerdWallet: Twitter | Instagram | Facebook
- Nora Dunn: Twitter | Instagram | Facebook
- Sara Hillier: Facebook | LinkedIn | Twitter
- Claire Tansey’s Kitchen: Facebook
- Claire Tansey: clairetansey.com | Twitter | Instagram
- Amy D’Aprix: dramy.life | Facebook | Twitter | LinkedIn
- Barry Hillier: equoshift.com | Twitter | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Take a look at insurance protection that your credit cards can offer for delayed luggage insurance in case your bags don’t show up when you do. We go through the ins and outs of how it works with the director of everyday banking at Ratehub.ca, Natasha MacMillan.
Find out more at ratehub.ca and connect on Twitter, Facebook and Instagram.
Laura McKay, the COO of PolicyMe, joins us to give us tips on how to shop for the lower price for the best possible coverage of life insurance.
Find out more at PolicyMe and connect on LinkedIn, Instagram and Facebook.
We talk to David Auten and John Scheider, who are two husbands now living their “fabulous” lives. They give us the lowdown on their 7-step system to help them pay off their debts in under 3 years and now they have a website called, Debt Free Guys, to help other gay men live an amazing life without sacrificing financial security.
Connect with David and John on Twitter, Facebook and Instagram. You can also find them @QueerMoneyPod on Twitter, Facebook and on Instagram.
We talk to Jason Heath, the managing director of Objective Financial Partners, about what is income splitting and how does it work.
Connect with Jason on Twitter and LinkedIn. Find out more about Objective Financial Partners on LinkedIn and Facebook.
Making things easier to secure a mortgage having it entirely online is the aim for Pine. We talk to the co-founder Justin Herlick on how they do just that.
Connect with Pine on Instagram and LinkedIn.
Delayed luggage during a trip is frustrating – but your credit card may have you covered. Natasha Macmillan from Ratehub.ca tells us how delayed baggage insurance works. And, how to make life insurance more affordable. Laura McKay from PolicyMe shares her cost containment tips. Then, a new player in the online mortgage company market. Justin Herlick tells us about Pine. And, tips from the Debt Free Guys – David Auten and John Schneider. Plus, all you need to know about income splitting with Jason Heath from Objective Financial Partners.
To find out more about the guests check out:
- Justin Herlick: Instagram | LinkedIn
- Jason Heath: Twitter | LinkedIn
- Objective Financial Partners: LinkedIn | Facebook
- Debt Free Guys: Twitter | Facebook | Instagram
- Queer Money Pod: Twitter | Facebook | Instagram
- Laura McKay: PolicyMe | Instagram | Facebook
- Natasha MacMillan: ca | Twitter| Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Salman Ahmed, Chief Investment Officer at Steadyhand Investment Funds, who has trekked all around the world and is going to give us some lessons he learned while trekking and how it applies to investing.
Co-Host Gursh Singh talks to CEO and Founder of Mint Worthy, Vanessa Bowen, about the money relationship status they have and ways you can improve your connection with your finances.
Find out more at mintworthy.co and connect on Instagram and Facebook.
Trying to save money on food is getting harder and harder these days. Beth Moncel the founder of Budget Bytes, a website and app, joins us to take us through it and share some money saving tips.
Found out more at budgetbytes.com and connect on Twitter, Facebook and Instagram.
While inflation can be a scary word but Manisha Thakor, founder of MoneyZen, takes us through the upsides to inflation.
Found out more at moneyzen.com and connect on Twitter, Facebook and Instagram.
The two surprising upsides to inflation. MoneyZen’s Manisha Thakor tells us how inflation can help motivate you to increase your financial health and emotional wealth. And, saving money on food. Beth Moncel, founder of Budget Bytes, shares her tips for creating inexpensive and delicious meals. Then, finding out your relationship status with your money. Vanessa Bowen from Mint Worthy takes us through her test. And, Steadyhand’s Salman Ahmed tells us about the lessons he’s learned from trekking and how it can be applied to investing. Plus, Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how.
To find out more about the guests check out:
- Manisha Thakor: moneyzen.com | Twitter | Facebook | Instagram
- Beth Moncel: budgetbytes.com | Twitter | Facebook | Instagram
- Vanessa Bowen: mintworthy.co | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to author Paige Afendoulis about how she is sharing the money lessons she was taught at a young age in a book called My Dad’s Class.
Find out more at mydadsclass.com and connect on Facebook and Instagram.
Bilal Hasanjee, Senior Investment Strategist at Vanguard, joins us to share his tips on weather the investment storm to maintain perspective and long-term discipline.
Find out more at vanguard.ca.
We have Jennifer Schell, founder and CEO of Finliti, join us to share how their platform of learning different investment strategies in a virtual space works.
Find out more at finliti.com and connect on Twitter, Instagram, Facebook or find all links here.
Feng Shui can be used to help improve different parts of your life like health and happiness. David Cho, a Feng Shui master, joins us to share tips on how you can use it to optimize your wealth.
Connect with David on Instagram.
How to use feng shui for wealth and prosperity. Feng shui master David Cho will share his tips. And, Learning different investment strategies in a virtual space. Jennifer Schell, founder and CEO of Finliti tells us how the platform works and how you can apply it to the market in the real world. Then, Managing your investments throughout market volatility. Bilal Hasanjee from Vanguard tells us how to maintain perspective and long-term discipline when things get tough. And, talking to your kids about money. Author Paige Afendoulis takes us through her book My Dad’s Class, that shares the financial wisdom she learned growing up.
To find out more about the guests check out:
- David Cho: Instagram
- Jennifer Schell: com | Twitter | Instagram | Facebook | Linktree
- Bilal Hasanjee: ca
- Paige Afendoulis: com | Facebook | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We speak to personal finance content creator, Nathan Kennedy. You can find him on TikTok, Instagram and on the podcast New Money with Nathan Kennedy.
Check out Nathan on TikTok, Instagram, YouTube and find the podcast on Spotify and Apple Podcasts.
Fractional ownership has been a thing for a long time and now with the investing platform Flahmingo you can own a slice of your favourite company without having to buy the whole share. Taran Kainth, CEO of Flahmingo, joins us to explain more.
Find out more at flahmingo.com and connect on Twitter, Instagram and Facebook.
If you got paid every single day instead of biweekly or monthly would you save more money? We have Wendy De La Rosa, assistant professor at the University of Pennsylvania’s Wharton School, joins us to explore this question.
How does the scarcity across industries affect small and medium sized businesses? For more information on that and their latest report, SMEs: The Shortage Economy, we talk to Scotiabank’s Senior Vice President of Small Business Banking Jason Charlebois.
Connect with Scotiabank on Twitter and Facebook.
We talk to financial regulations expert and Columbia Law Professor, Kathryn Judge, about her book DIRECT: The Rise of the Middleman Economy and the Power of Going to the Source and problem of the “middleman” economy.
Find out more at kathrynjudge.com and connect on Twitter and LinkedIn.
The benefits and costs of the “Middleman Economy”. Columbia Law Professor Kathyrn Judge takes us through her book DIRECT: The Rise of the Middleman Economy and the Power of Going to The Source. And, a look at the economic outlook for on small to medium sized businesses. Scotiabank’s Jason Charlebois tells us about their latest report called SMEs: The Shortage Economy. Then, why spreading out your paychecks can help you to spend less. Wendy De La Rosa, from the University of Pennsylvania’s Wharton School, explores this idea in a study called “The Impact of Payment Frequency on Consumer Spending and Subjective Wealth Perceptions”. And, an investing platform that allows you to buy fractional shares with as little as one dollar. It’s called Flahmingo and CEO Taran Kainth will tell us more about it. Plus, I’ll speak to personal finance content creator Nathan Kennedy about his videos and podcast.
To find out more about the guests check out:
- Kathryn Judge: com | Twitter | LinkedIn
- Jason Charlebois: Twitter | Facebook
- Taran Kainth: com | Twitter | Instagram | Facebook
- Nathan Kennedy: TikTok | Instagram | YouTube | New Money on Spotify & Apple Podcasts
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Brandon Beavis, a former associate for an investment firm, who produced videos on YouTube to help Canadians learn the ins and outs of investing and now has started the Investing Academy where students can learn more in depth about the stock market through online courses.
Find out more on YouTube, Instagram and Facebook.
We have Myron Genyk, CEO and Co-Founder of Evermore Capital, join us to share his tips for saving and investing for the long run without compromising living in the “now”
Find out more at evermore.ca and connect on Twitter and LinkedIn. Connect with Myron on Twitter and LinkedIn.
We have TikToker, Courtney Krandel, join us to explain what “Cash Stuffing” is and how it is making a comeback on a way to save money.
Find Courtney on TikTok and find out more at teddy.fund.
Finding ways to afford the cost of home renovations is getting harder these days. One solution for homeowners is with a company called HomeStars. The CEO, Shir Magen, joins us to share how their refinancing tool works to help homeowners with their reno needs.
Connect with Shir on LinkedIn and find HomeStars on Instagram.
Being an executor of a will is no easy task and we have David Edey, a certified executor advisor, here to help with what we can do best to prepare you if you are chosen.
Find out more at davidedey.com.
Cash Stuffing is making a comeback. TikToker Courtney Krandel takes us through how this budgeting method works and why it’s become so popular. And, how to save for retirement with the culture of now mindset. Myron Genyk from Evermore Capital is here to share his long-term saving tips. Then, what you need to know if you’ve been chosen as an executor of an estate. Certified executor advisor David Edey is here to take us through his book Executor Help: How to Settle an Estate, Pick an Executor and Avoid Family Fights. And, a new refinancing tool from HomeStars and Perch to help you with your renovation project. Plus, I’ll speak to Brandon Beavis, founder of The Investment Academy about financial literacy and the basics of the stock market.
To find out more about the guests check out:
- David Edey: com
- Shir Magen: LinkedIn
- HomeStars: Instagram
- Courtney Krandel: TikTok | fund
- Evermore Capital: ca | Twitter | LinkedIn
- Myron Genyk: Twitter | LinkedIn
- Brandon Beavis: YouTube | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The Carbon Collective is the first climate-focused online investment advisor. Brooke Tomasetti, Director of Financial Education and Community, joins us to share with us how the advisor works and what she wants to achieve at this role.
Find out more at carboncollective.co and connect on Instagram, LinkedIn, Facebook, Twitter and TikTok. Connect with Brooke at moneylifementor.com, Instagram and LinkedIn.
Meeting your financial goals can be difficult when you are trying to get a handle on your debt. We speak to financial therapist, Erika Wasserman, about how the Financial YES! Plan works and shares tips for changing your mindset when it comes to money.
Find out more at yourfinancialtherapist.com.
Dealing with debt can be different in different communities. We speak to Crystal Buhler, a Licensed Insolvency Trustee with Debt Free North about how deal with debt differs in more remote communities.
Find out more at debtfreenorth.com and connect on Facebook, Instagram and on Twitter.
We talk to the first Chief Financial Commentator for HomeEquity Bank, Patti Lovett-Reid, about her new role and her 5 R’s of retirement.
Connect with Pattie on Instagram.
We subscribe to everything nowadays and one model that is on the rise is travel subscriptions. We have the author of The Subscription Boom, Adam Levinter, join us to talk more on how these subscriptions work.
Find out more at scriberbase.com.
The rise of travel subscription services. Adam Levinter, author of The Subscription Boom, tells us how these subscriptions work and if they’re worth it. And, the changing retirement landscape. Pattie Lovett-Reid, Chief Financial Commentator for HomeEquity Bank, is here to take us through the 5 R’s of Retirement. Then, dealing with debt in Canada’s north. Crystal Buhler from Debt Free North is here to tell us about the work she does in these remote communities. And, investing for the environment. Brooke Tomasetti of the Carbon Collective will be here. Plus, I’ll speak to financial therapist Erika Wasserman about her Financial YES! Plan.
To find out more about the guests check out:
- Adam Levinter: com
- Patti Lovett-Reid: Instagram
- Crystal Buhler: com | Facebook | Instagram | Twitter
- Erika Wasserman: com
- Carbon Collective: co | Instagram | LinkedIn | Facebook |Twitter | TikTok
- Brooke Tomasetti: com | Instagram | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Cassandra Melo joins us to tell us about her TikTok journey by sharing her passion for personal finance.
Check out Cassandra’s TikTok and connect on Instagram and YouTube.
We talk to Dr. Moira Somers, a Canadian clinical neuropsychologist who specializes in financial psychology, about tips on how to make good financial habits stick.
Find out more at moneymindandmeaning.com and connect on Twitter and Facebook.
We talk to Conor Richardson, CPA and author of Millennial Money Makeover, about his 5 steps to rewire your brain for financial success.
Find out more at conorrichardson360.com and connect on Facebook, Twitter and Instagram.
The idea of retirement is changing and one way to look at is having a “min-retirement”. Will Rainey, founder of Blue Tree Savings, joins us to talk about this new way to look at retirement and is it for everyone.
Find out more at bluetreesavings.com and connect on Twitter, Facebook and Instagram.
All you need to know about “mini-retirements”. Will Rainey from Blue Tree Savings takes us through how this approach works. And, Manisha Thakor has tips for how to ask for a raise Then, How to develop good financial habits. Conor Richardson, CPA and author of Millennial Money Makeover is here to take us through his five steps to rewire your brain for financial success. And, how young Canadians can make these financial habits stick. Dr. Moira Somers, clinical neuropsychologist specializing in financial psychology, shares her saving and budgeting tips. Plus, I’ll speak to registered nurse Cassandra Melo about why she decided to share her passion for personal finance on TikTok.
To find out more about the guests check out:
- Will Rainey: com | Twitter | Facebook | Instagram
- Conor Richardson: com | Facebook | Twitter | Instagram
- Moira Somers: moneymindandmeaning.com | Twitter | Facebook
- Cassandra Melo: TikTok | Instagram | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Mike Braga, a financial consultant with BDO Canada Limited and the host of Money Matters, about life lessons you can learn for your health and finances.
Connect with BDO on Facebook, Instagram and Twitter and connect with Mike here on Facebook and Instagram.
We have Richard Moxley, author of the Credit Game, join us to talk about her YouTube channel called Credit TV which he co-hosts with his wife Jess. They will take us through the quirks of credit scores that we may not know of.
Find out more at creditgame.net and watch the show on YouTube and connect on Facebook and Instagram.
We talk to personal finance writer and content marketing manager at Zolo, Jordann Brown, about her debt journey she shared on her blog called My Alternate Life where she was able to pay off her university debt in 24 months.
Find out more at myalternatelife and connect on Twitter and Instagram.
Allowances come in all ways for your children and one way is rewarding them for good grades. We have Lynnette Khalfani Cox, founder of the Money Coach, join us to tell us more about this method including the pros and cons.
Find out more at askthemoneycoach.com and connect on Instagram, Twitter and Facebook.
Paying your kids for good grades. Personal finance expert Lynnette Khalfani Cox tells us why she does this and why she thinks you should too. And, using a reverse mortgage can be an effective way to assess home equity in retirement. We’ll talk to Yvonne Ziomecki from HomeEquity Bank about how the product works. Then, a new YouTube show all about credit with The Credit Game’s Richard Moxley and his wife Jess. And, the life lessons you can learn for your health and finances. Financial consultant Mike Braga takes us through them. Plus, I’ll speak to personal finance writer Jordann Brown about her journey tackling her student debt.
To find out more about the guests check out:
- Lynnette Khalfani Cox: com | Instagram | Twitter | Facebook
- Jordann Brown: myalternatelife | Twitter | Instagram
- Richard Moxley: net | YouTube | Facebook |Instagram
- BDO Canada: Facebook |Instagram | Twitter
- Mike Braga: Facebook| Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to financial expert and planner, Steven Brar, about segmenting your financial planning into buckets to create a plan that is achievable.
Find out more at gffg.com and connect on Facebook and Twitter.
Divorce can have many challenges that can take a toll. We have certified divorce financial analyst, Kelly LaVallie, join us to share tips from her book Untying The Knot: Protecting Your Emotional and Financial Health Through Divorce.
Find out more at lavillie.ca and connect on TikTok and Instagram.
We talk to Alyssa Davies, founder of Mixed Up Money, about her book Financial First Aid: Essential Tools for Confident, Secure Money Management as she takes us through how to prepare for those financial emergencies.
Find out more at mixedupmoney.com and connect on Twitter, Facebook and Instagram.
There are a lot of rewards cards out there and which one is the best for you. We have Natasha MacMillan, Director of Everyday Banking at Ratehub.ca, join us to go through their top recommended travel rewards cards.
Connect with Natasha on LinkedIn.
We talk to CPA and senior financial advisor with Manulife Securities Inc., Kurt Rosentreter, about the financial considerations to think about before and after the baby arrives.
Connect with Kurt on Facebook and LinkedIn.
How to financially plan for a new baby. Kurt Rosentreter, CPA and senior financial advisor with Manulife Securities Inc., takes us through his tips. And, how to handle unexpected money emergencies. Alyssa Davies tells us about her book Financial First Aid: Essential Tools For Confident, Secure Money Management. Then, Ratehub.ca’s top travel rewards cards. Resident credit card specialist Natasha MacMillan helps us navigate the list. Then, Financial planner Steven Brar tells us about segmenting your planning into buckets. Plus, I’ll speak to Kelly LaVallie, CPA and certified divorce financial analyst, about her book Untying the Knot: Protecting Your Emotional and Financial Health During Divorce.
We talk to the founder of Bank Like A Woman, Alexandra Stante, about the unique challenges woman have in banking and their relationship with money and the findings of their latest report.
Find out more at banklikeawoman.ca and connect on LinkedIn, Instagram and Twitter. Connect with Alexandra on LinkedIn.
The pandemic has changed the way people get divorced. With courtrooms shut down couples had to video conference their divorce. To take us through the positives and negatives of a Zoom divorce we have family lawyer and author of Zoom Divorce, Russell Alexander join us.
Find out more by connecting on Twitter, Facebook and Instagram.
Navigating debt, credit cards and everyday money decisions can be challenging for young adults. Personal finance experts and certified financial planner, Bobbi Rebell, takes us through her new book; Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart to show us that navigation.
Find out more at bobbierebell.com and connect on Twitter, Instagram and Facebook.
Billdr is trying to make your reno journey easier. Raphael Sammut joins us to tell us how it works.
Find out more by connecting on Instagram, Facebook, Twitter, and LinkedIn.
For those in the LGBTQIA+ community getting your true name on a credit card or debit can be difficult. BMO is trying to ease that difficulty by being the first Canadian financial institution to launch a True Name card. Jennifer Douglas, head of North American Retail, & Small Business Payments explains more.
Find out more by connecting on Twitter, Facebook, LinkedIn, and Instagram.
Navigating the ups and downs of financial adulting. Personal finance expert and certified financial planner Bobbi Rebell takes us through her book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. And, the divorce process but over video conference. Russell Alexander shares his tips for couples for getting through a Zoom divorce. Then, the unique challenges women face when it comes to their money and how banks can better their services to fill these gaps. Alexandra Stante, founder of Think Like A Woman, takes us through their latest report. Then, BMO’s latest initiative that lets people get their true name on their bank cards. Jennifer Douglas from BMO tells us how it works. Plus, I’ll speak to Raphael Sammut from Billdr, a company that helps homeowners with their renovations from getting comparable quotes to finding a general contractor.
To find out more about the guests check out:
- Jennifer Douglas - BMO: Twitter | Facebook | LinkedIn | Instagram
- Raphael Sammut – Billdr: Instagram | Facebook | Twitter | LinkedIn
- Bobbi Rebell: com | Twitter | Instagram | Facebook
- Russell Alexander: Twitter | Facebook | Instagram
- Bank Like A Woman: ca | LinkedIn | Instagram | Twitter
- Alexandra Stante: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
With many consumers trying to find ways to reduce their carbon footprint Mogo is one company trying to help its customers turn their spending into trees. We have the CEO, Dave Feller, join us to tell us how it works.
Find out more at mogo.ca and connect on Twitter, Instagram and Facebook.
Over the past two years everyone has been constrained in some way or another. Personal finance journalist Zandile Chiwanza joins us to talk about the new phenomenon with urge to splurge called ‘revenge spending and how do you know when it becomes a problem.
Connect with Zandile on Twitter, Instagram and TikTok.
How was a basic income program work in Canada? Evelyn Forget is an economist and professor at the University of Manitoba and she joins us to tell us how it would work in Canada and what kind of ‘cost’ would there be.
Connect with Evelyn on Twitter.
Uber for Students. We speak to Matt McCoy who has launched an app called, LocalStudent, which connects homeowners to students who are looking to earn money with people who need help with shoveling snow, lawns mowed or anything other odd jobs around the home.
Book an appointment at localstudent.com and connect on Facebook, Instagram and LinkedIn.
Revenge spending after a recent negative event. Personal finance journalist Zandile Chiwanza shares her tips on how to avoid it. And, selling the basic income philosophy to Gen Z. Economist and professor Evelyn Forget tells us how basic income would impact young Canadians. Then, LocalStudent, an app that connects homeowners to students looking to make some cash. Co-founder Matt McCoy tells us all about it. Plus, I’ll speak to David Feller from Mogo about how the company is try to connect clients to actions that mitigate climate change.
To find out more about the guests check out:
- Matt McCoy: com | Facebook | Instagram |LinkedIn
- Evelyn Forget: Twitter
- Zandile Chiwanza: Twitter | Instagram | TikTok
- Dave Feller: ca | Twitter | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Canada’s taxpayers’ Ombudsperson, François Boileau, about systemic issues that prevent some Canadians from filing their taxes which could lead to them on missing out on key benefits and tax credits. François shares some ways to help those vulnerable Canadians.
Find out more at canada.ca/taxpayersombudsperson and connect on Twitter at @OTO_Canada(English) and @BOC_Canada(French). As well on Facebook at @TaxpayersOmbudsperson(English) and @OmbudsmanContribuables(French). Also connect with François on Twitter.
We talk to the found of Money Navigator and personal finance coach, Hadriana Leo, about how do you know if you have a strong financial foundation and how do you get there.
Find out more at moneynavigator.ca and connect on Facebook, LinkedIn and Instagram.
How do you know if grocery delivery services are right for you. Lisa Hannam, the executive editor of MoneySense breaks down if these services along with restaurant delivery and meal kits are right for you and your wallet.
Find out more at moneysense.ca and connect on Twitter, Facebook and Instagram. Connect with Lisa on Twitter.
We take a look at the 5 key pillars of personal finance with Shalicia Harris and the platform she created called In Charge to help people use those pillars to get a better handle on your money.
Find out more at beincharge.io and connect on Facebook, Twitter and Instagram.
We talk to Barry Nalebuff, a professor at the Yale School of Management and an expert in game theory, about his new book called SPLIT THE PIE: A Radical New Way to Negotiate. A framework to negotiate to get what you want in a fair way.
Check out book at splitthepiebook.com.
How to know if grocery delivery services are right for you and your wallet. Lisa Hannam, executive editor of MoneySense, is here to take us through the cost of these services. And, negotiating is tough. Barry Nalebuff shares tips from his book SPLIT THE PIE: A Radical New Way to Negotiate. Then, the systemic issues preventing some Canadians from filing their taxes. Canada’s taxpayers’ ombudsperson is here to tell us how his office is trying to help. Then, how to know if your financial foundation – personal finance coach Hadriana Leo has some advice. Plus, I’ll speak to Shalicia Harris, founder of In Charge, about her five key pillars of personal finance.
We talk to Anthony Delauney, author and founder of Owning the Dash, about owning the dash philosophy of taking advantage of every opportunity to make smart decisions now to ensure a happy and healthy future.
Find his book on GoodReads and connect on Facebook, LinkedIn, Twitter, Instagram and YouTube.
We talk to Leah Anderson, President and CEO of the Canadian Deposit Insurance Corporation, about how deposit insurance works how they protect your deposits.
Find out more at cdic.ca and connect on Twitter, Facebook and LinkedIn.
We talk to Equifax Canada’s Senior Compliance Officer for Consumer Advocacy, Julie Kuzmic, about the different ways you can reduce the risk of fraud and what to do if it already has.
Connect with Julie on LinkedIn and Twitter.
High fees could potentially set back your retirement date. Jillian Kennedy, a Partner and Leader of Defined Contribution and Financial Wellness at Mercer Canada, takes us through the results of the Mercer Retirement Readiness Barometer to see if that is true.
Find out more at mercer.ca and connect with Jillian on LinkedIn.
Grade 11 student Noah Booth accumulated all of the personal finance lessons he has learned and put them into a book called, A Rich Future: Essential Financial Concept for Youth. We talk to him all about his book.
Find out more at arichfuturebook.com.
Grade 11 student Noah Booth tells us about his book, A Rich Future: Essential Financial Concepts for Youth. Jillian Kennedy from Mercer Canada takes us through the latest Mercer Retirement Readiness Barometer, and how investment management fees may be pushing back your retirement date. And, protecting yourself from fraud and identity theft. Julie Kuzmic from Equifax Canada shares her tips for keeping your information and finances safe. Then, protecting your bank deposits. Leah Anderson from the Canadian Deposit Insurance Corporation says she’s got you covered. Plus, I’ll speak with Anthony Delauney about how the fitness philosophy “Owning the Dash” can be applied to your finances.
To find out more about the guests check out:
- Noah Booth: com
- Jillian Kennedy: ca | LinkedIn
- Julie Kuzmic: LinkedIn |Twitter
- Leah Anderson: ca | Twitter | Facebook | LinkedIn
- Anthony Delauney: GoodReads | Facebook | LinkedIn | Twitter | Instagram | YouTube
ruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Erin Lowry, founder of Broke Millennial, about her latest book Broke Millennial Talks Money: Scripts, Stories, and Advice to Navigate Awkward Financial Conversations.
Connect with Erin on Twitter and Instagram.
We talk to Qaptial founders, Katherine Salisbury and George Friedman, about how their app has a feature that your and your partner can keep track of your finances together so that you can work towards a shared spending and savings goal.
Connect with Qapital on Instagram and Twitter.
Financial literacy and wellbeing has been focused on what you can do as an individual but is it a shared responsibility between the individual and industry. Patrick Ens, president of Capital One Canada, joins us to explain why.
Connect with Capital One Canada on Twitter, Facebook and Instagram.
We talk to Michael Dutra, a life insurance and estate planning expert, takes us through the downsides of mortgage insurance and what you should do instead.
Connect with Michael on Instagram.
We have head of legal for Wealthsimple Crypto, Evan Thomas, join us to share with us things to consider when filing your taxes as a crypto trader.
You can connect with Evan on Twitter.
The tax implications of crypto trading. Evan Thomas from Wealthsimple is here to take us through what you need to know when filing on capital gains. And, the best way to insure your mortgage. Life insurance expert Michael Dutra argues that term insurance is a better than mortgage Insurance. Then, achieving financial wellbeing. Patrick Ens from Capital One Canada is here to tell us why this should be a shared responsibility. And, Qapital, a budgeting app that helps couples manage their money together. Founders Katherine Salisbury & George Friedman take us through how it works. Plus, I’ll speak with Erin Lowry about her latest book, called Broke Millennial Talks Money: Scripts, Stories, and Advice to Navigate Awkward Financial Conversations.
To find out more about the guests check out:
- Evan Thomas: Twitter
- Michael Dutra: Instagram
- Patrick Ens: Twitter | Facebook | Instagram
- Katherine Salisbury and George Friedman: Instagram | Twitter
- Erin Lowry: Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
As part of our financial podcast spotlight, we focus on In Over My Head. We speak to host Michael Bartz about the lifestyle change and financial process it took to downsize into a tiny home.
Listen to the podcast at inovermyheadpodcast.com
We speak to Vanessa Bowen who is a holistic money coach and founder of Mint Worthy about slow wins when it comes to retirement.
Find out more at mintworthy.co and connect on Instagram and Facebook.
Canada’s food guide helps Canadians make the right food choice but what happens when it comes to your money. We speak to Dan Monafu about the economic nutrition guide he created to help Canadians with decisions.
Check out the guide and connect with Dan on Twitter.
We speak to Margaret Adekunie, founder and CEO of City Lending Centers, about how her company offer a ‘secured credit card’ aimed at helping immigrants build credit.
Find out more at citylending.ca and connect with Margaret on LinkedIn.
Making balanced decisions when it comes to your spending habits. Dan Monafu, Ottawa-based entrepreneur, takes us through his economic nutrition guide. And, reinventing the idea of retirement. Vanessa Bowen, holistic wealth coach, is here to share her tips for retirement planning in turbulent times. Then, the challenges new immigrants face when building their credit score. City Lending Centers’ Margaret Adekunle tells us about their secured credit card and how it can help. And, all you need to know about a consumer proposal. Licensed Insolvency Trustee Caryl Newbery-Mitchell takes us through the process. Plus, I’ll speak with Michael Bartz, producer and podcast host of In Over My Head, about the financial process behind building his tiny home
There are a number of solutions to get yourself out of debt: a debt consolidation proposal or a bankruptcy filing. One other option is called a consumer proposal. Licensed insolvency trustee at MNP LTD, Caryl Newbery-Mitchell, tells us more about the process and how to know if it is right for you.
Find out more at MNPDebt.ca and connect on Twitter, Facebook and LinkedIn.
Bob Roby, founder and senior wealth advisor of Family Tree Wealth Management join us to share tips from his latest book Wealth Simplified.
Find out more at rroby.ca.
We take a look at the book The Money Master: Inside Secrets on How to Make Your Money Grow and Stay Safe with author Sandy Yong. She takes us through her book and shares some tips.
Connect with Sandy on LinkedIn, Facebook, Instagram and Twitter.
We take a look at the Credit Counselling Society’s 2022 Consumer Debt Report and the findings with President & CEO Scott Hannah.
Find out more at nomoredebts.org and connect on Facebook and Twitter.
We speak to Josée Cabral from H&R Block about the disability tax credit and how to make the most of them.
Find out more at hrblock.ca and connect on Twitter, Instagram and Facebook.
Trying to figure out your new identity post-work life when you are retire is not always easy. We speak to Scott Armstrong about Mind Switch which he created to help people transition into that next phase.
You can find out more at mindswitch.ca and connect on Facebook.
Figuring out your identity post-work life. Scott Armstrong, founder of Mind Switch tells us about how his academy can help you navigate this new chapter. And, the various tax credits available to Canadians living with a disability. Josée Cabral from H&R Block is here to tell us how to make the most of them. Then, how Canadians have been managing their finances during the pandemic. Scott Hannah from the Credit Counselling Society takes us through their 2022 Consumer Debt Report. And, tips for growing your wealth. Personal finance expert Sandy Yong is here to tell us about her book The Money Master: Inside Secrets on How to Make Your Money Grow and Stay Safe. Plus, Senior wealth advisor Bob Roby is here to take us through his latest book Wealth Simplified.
To find out more about the guests check out:
- Scott Armstrong: ca | Facebook
- Josée Cabral: ca | Twitter | Instagram | Facebook
- Scott Hannah: org | Facebook | Twitter
- Sandy Yong: LinkedIn | Facebook | Instagram | Twitter
- Bob Roby: ca
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We speak to Hasina Lookman about the app, Explorer Hop, which teaches kids about financial literacy to help them prepare for their financial futures.
Find out more at explorerhop.com and connect on Twitter, Facebook, Instagram and YouTube.
We speak to the CEO of First Nations Bank of Canada, Keith Martell, about their bank, its services, and how it differs from other banks across Canada and their focus on helping Indigenous people and communities.
Find out more at First Nations Bank of Canada and connect on Twitter
We speak to author and personal finance expert Kelley Keenhn about her new book, Rich Girl, Poor Girl: Save Better, Invest Smarter, and Earn Financial Freedom, which is packed with tools to help women feel confident about their money.
Find out more at kelleykeehn.com and connect on Twitter and Instagram.
Settling into a new country can be a challenge and RBC is trying to make that easier. We speak to Erin Godard about their platform and app called Arrive which provides newcomers with resources and assistance when it comes to achieving their life and financial goals.
Find out more at arrivein.com and connect on Instagram and Facebook.
We speak to Aseel El-Baba, financial therapist and CEO of Holistic Optical Wealth, about the financial “group therapy sessions” she has started specifically for Arab Women.
Find out more at holisticoptimalwealth.com and connect on Instagram.
The role gender and culture plays in our financial experiences. Aseel El-Baba from Holistic Optimal Wealth tells us about her financial group therapy sessions with Arab women and what she learned. And, a platform with financial resources for newcomers to Canada. Erin Godard from Arrive takes us through the app and what to expect. Then, a bank to better support Indigenous communities and businesses. Keith Marell, CEO of the First Nations Bank of Canada tells us how this bank differs from the Big Five. And, An education provider that helps kids learn about financial literacy. Hasina Lookman tells us about Explorer Hop and the different courses offered. Plus, Author and personal finance expert Kelley Keehn tells us about her latest book called Rich Girl, Poor Girl: Save Better, Invest Smarter, and Earn Financial Freedom.
To find out more about the guests check out:
- Aseel El-Baba: holisticoptimalwealth.com | Intstagram
- Erin Godard: arrivein.com | Instagram | Facebook
- Kelley Keenhn: kelleykeehn.com |Twitter | Instagram
- Keith Martell: First Nations Bank of Canada | Twitter
- Hasina Lookman: explorerhop.com | Twitter | Facebook | Instagram | YouTube
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Elizabeth Mulholland from Prosper Canada about their program they created called Benefits Wayfinder that helps make the process of accessing government assistance programs easier that available to Canadians during this pandemic.
Find out more at prospercanada.org and connect on Twitter, Facebook, LinkedIn.
There have been socially responsible funds for over two decades but Kizment Impact Capital are looking to build one of the world’s first publicly traded impact investment funds. We talk to the CEO of Kizmet, James Tansey, to tell us more about it.
Find out more at kizmetimpact.com and on Instagram and LinkedIn. Connect with James on LinkedIn.
We talk to Credit Canada’s Randolph Taylor about the 5 things that you need to know about credit cards so you can use them better.
Find out more at creditcanada.com and connect on Facebook, Twitter, LinkedIn, Instagram and YouTube.
Invest in real estate the easier way with fractional investing. We speak to the Founder and CEO of BuyProperly, Khushboo Jha, on how that works with them.
Find out more at buyproperly.ca and connect on Twitter, Instagram and Facebook. Find Khushboo on Twitter.
We look at a tool when it comes to assessing risk in investing as we speak to Larry Betts,the co-founder of Savvy Beagle. We look at their web-based app that provides Canadians with access to risk assessment tools.
Find out more at savvybeagle.com and connect on Instagram, Facebook and LinkedIn.
Making informed decisions when it comes to investing. Larry Betts, co-founder of the Savvy Beagle, tells us about how this web-based app helps Canadians assess risk. And, a way anyone can invest in real estate. Khushboo Jha, CEO of BuyProperly, tells us about fractional investing and how it works. Then, how to use your credit card responsibly. Credit Canada’s Randolph Taylor tells you five things you need to know about credit cards. And, democratizing the world of impact investing. James Tansey tells us about the launch of Kizmet Impact Capital. Plus, a new tool helping you find government benefits and assistance. Prosper Canada CEO Elizabeth Mulholland takes us through their Benefits Wayfinder.
To find out more about the guests check out:
- Larry Betts: com | Instagram | Facebook | LinkedIn
- BuyProperly: ca | Twitter | Instagram | Facebook
- Khushboo Jha: Twitter
- Credit Canada: com | Facebook| Twitter | LinkedIn | Instagram and YouTube
- Kizment Impact Capital: com | Instagram | LinkedIn
- James Tansey: LinkedIn
- Elizabeth Mulholland: org | Twitter | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
As part of our financial podcast spotlight, we focus on The Most Hated F-Word. We speak to financial planner Shaun Maslyk about the WHY and share his tips on redefining your relationship with money.
Check out themostedhatedfword.com and connect on LinkedIn, Instagram, Facebook and Twitter.
Talking about finances can be uncomfortable with anyone but even more so in a relationship. Financial therapist Erika Wasserman created a deck of conversation cards to help with this in a fun way.
Find out more at yourfinancialtherapist.com.
We speak to Credit Canada’s, Gursh Singh, to take us through the warning signs should someone get some help for their debt and what kind of relief options that are available.
Find out more at creditcanada.com and connect on Facebook, Twitter, LinkedIn, Instagram and YouTube.
Fundscraper is looking to make real estate accessible for all Canadians. We speak to the co-founder and CEO, Luan Ha, about how it works.
Find out more at fundscraper.com and connect on Instagram and Facebook.
Fundscraper is looking to make real estate accessible for all Canadians. We speak to the co-founder and CEO, Luan Ha, about how it works.
Find out more at fundscraper.com and connect on Instagram and Facebook.
What does it mean to be successful in money and happiness? We talk to author and personal finance journalist, Andrew Hallam, about his new book, Balance: How to invest and spend for happiness, health, and wealth. He gives us his thoughts on how you can best manage both.
Find out more at andrewhallam.com and connect on LinkedIn, Facebook and Twitter.
What does it mean to be successful in money and happiness? We talk to author and personal finance journalist, Andrew Hallam, about his new book, Balance: How to invest and spend for happiness, health, and wealth. He gives us his thoughts on how you can best manage both.
Find out more at andrewhallam.com and connect on LinkedIn, Facebook and Twitter.
A new book that explores what it means to be successful and happy. Author and personal finance journalist Andrew Hallam takes us through Balance: How to Invest and Spend for Happiness, Health, and Wealth. And, a fun way to talk to your significant other about money. Financial therapist Erika Wasserman tells us about her financial conversation cards. Then, debt warning signs. Credit Canada’s Gursh Singh shares the different debt relief options available for Canadians and when you should seek help. And, investing in private real estate. Luan Ha tells us about his company Fundscraper. Plus, we’ll put a spotlight on Shaun Maslyk and The Most Hated F-Word podcast.
To find out more about the guests check out:
- Andrew Hallam: andrewhallam.com | LinkedIn | Facebook | Twitter
- Luan Ha: fundscraper.com | Instagram | Facebook
- Gursh Singh: creditcanada.com | Facebook | Twitter | LinkedIn | Instagram | YouTube
- Erika Wasserman: yourfinancialtherapist.com
- Shaun Maslyk: themosthatedfword.com | LinkedIn | Instagram | Facebook | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to the Taxpayers’ Ombudsman, François Boileau, about what his office does and what you need to know when it comes to your rights as a taxpayer.
Find out more at canada.ca/taxpayersombudperson and connect on Twitter(English) or Twitter(French). Connect on Facebook(English) or Facebook(French). As well connect with François on Twitter.
We talk to economist and professor at Boston University, Laurence Kotlikoff, as he takes us through his book Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life.
Find out more at kotlikoff.net and connect on LinkedIn and Twitter.
It could be time to jumpstart your finances. We have Credit Canada’s, Adriana Molina, join us to share her saving tips to help get your finances that jump.
Find out more at creditcanada.com and check them out on Facebook, Twitter, LinkedIn, Instagram and YouTube.
What does it mean to be financially fit? Tracey Bisset, found of Bissett Financial Fitness Inc and the creator of Young Money Podcast, shares with us what is being fit financially.
Check out the Young Money Podcast and Bissett Financial Fitness. Connect on Twitter, Instagram, Facebook and with Tracey on LinkedIn.
We talk to the CEO of Hard Bacon, Julien Brault, about the various platforms that let you sell or exchange your gifts cards that you receive but are never going to use.
Find out more at hardbacon.ca and connect on Facebook, Twitter and Instagram. Connect with Julien on LinkedIn.
The top platforms that let you sell or exchange gift cards. Hardbacon CEO Julien Brault takes us through the pros and cons of each. And, the magic of economics. Economist Laurence Kotlikoff tells us about his latest book Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life. Then, how to jumpstart your finances. Credit Canada’s Adriana Molina shares her tips and how credit counselling can help. And, knowing your rights as a taxpayer. Canada’s Taxpayers’ Ombudsman François Boileau tells us about the different services his office provides. Plus, financial fitness with Tracey Bissett founder of Bissett Financial Fitness Inc. and creator of the Young Money podcast.
To find out more about the guests check out:
- Julien Brault: LinkedIn
- Hard Bacon: ca | Facebook | Twitter | Instagram
- Tracey Bisset: Young Money Podcast | LinkedIn
- Bissett Financial Fitness Inc.: Bissett Financial Fitness | Twitter | Instagram | Facebook
- Adriana Molina: com | Facebook | Twitter | LinkedIn | Instagram | YouTube
- Laurence Kotlikoff: kotlikoff.net | LinkedIn | Twitter
- François Boileau: Twitter
- Taxpayers’ Ombudsman: ca/taxpayersombudperson | Twitter(English) | Twitter(French) |Facebook(English) | Facebook(French)
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
As part of our financial podcast spotlight series we talk to one of the co-hosts of the Canadian Investor Podcast , Simon Belanger . The podcast can help you learn about a specific stock or a certain investment strategy.
Find the podcast at thecanadianinvestorpodcast.com and connect on Twitter.
We talk to Theodora Warrior from the organization, Momentum, about their financial literacy program called Money Moccasins which is designed specifically for Indigenous communities.
Find out more at momentum.ca and connect on Twitter, Facebook, Instagram and LinkedIn.
Shazia Verji, General Manager of Credit Services for Credit Sesame, joins us to talk about their product that allows you to build your credit score with your debit purchases.
You can find out more at creditsesame.com and connect on Twitter, Facebook and LinkedIn.
We talk to author Erica Alini about her new book, Money Like You Mean It: Personal Finance Tactics For The Real World, which has all the practical advice that she has learned over the past decade about economics and money matters.
You can connect with Erica on Twitter.
Getting exposed to crypto in a safe and reliable way with “staking”. We talk to the CEO of Ether Capital, Brian Mosoff, on what is staking and how it is a good way to get into cryptocurrency.
Find out more at ethcap.ca and connect on Twitter. You can also find Brian on Twitter.
There is a concept called “staking”, which could be a safer way to invest in crypto. Brian Mosoff, CEO of Ether Capital, tells us about the transition to a more secure and reliable blockchain. And, how debit purchases can build your credit score. Shazia Verji from Credit Sesame tells us about the new credit builder banking technology. Then, personal finance reporter Erica Alini tells us about her new book Money Like You Mean It: Personal Finance Tactics For The Real World. And, Money Moccasins, a program from Momentum that teaches personal finance from an Indigenous perspective. Instructor Theodora Warrior takes us through what to expect. Plus, a conversation with the co-host of the Canadian Investor podcast, Simon Belanger.
To find out more about the guests check out:
- Brain Mosoff: Twitter
- Ether Capital: ca | Twitter
- Shazia Verji: com | Twitter | Facebook | LinkedIn
- Theodora Warrior: ca | Twitter | Facebook | Instagram | LinkedIn
- Simon Belanger: com | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
As part of our financial podcast spotlight series we talk to one of the co-hosts of Fi Garage, the Money Mechanic. The podcast is all about the FIRE movement and unfolding the roadmap to financial independence.
Listen to the podcast at firegarage.ca and connect on Facebook. Connect with the Money Mechanic on Twitter.
As we do more shopping from our couch we can expose ourselves more to cybercrimes and online scams. We get some tips on how to stay safe and how we can our family stay safe when shopping online as the head of the financial crimes unit at BMO, Larry Zelvin, joins us.
Find out more from BMO on Facebook and Twitter.
As we do more shopping from our couch we can expose ourselves more to cybercrimes and online scams. We get some tips on how to stay safe and how we can our family stay safe when shopping online as the head of the financial crimes unit at BMO, Larry Zelvin, joins us.
Find out more from BMO on Facebook and Twitter.
We talk to Alexander Inechien who has collected hundreds of quotes from very smart people over the last three decades and put them all together in a book called Applied Wisdom: 700 Witticisms To Save Your Ass(ets).
Connect with Alexander on LinkedIn.
We talk to Alex Kjorven, chief product officer for Ourboro, about how their co-ownership model works and how they invest with you.
Connect with Ourboro on Instagram, Twitter and Facebook.
Canadians are talking more about their personal finances on Twitter. We talk to Twitter’s financial services lead, Andrea MacDonald, to find out more on what they are saying.
Find Andrea on Twitter.
Twitter is a river of conversation, and personal finance is a big topic. I’ll speak with Andrea MacDonald about the social media platform’s latest insights. And, a company trying to help make homeownership easier. Ourboro helps with the downpayment by co-owning the property. Alex Kjorven tells us how it works. Then, Alexander Ineichen talks about his book “Applied Wisdom: 700 Witticisms To Save Your Ass(ets)”. Plus, how to stay safe from fraud when shopping online. Larry Zelvin from BMO shares his tips. And, the “Money Mechanic”, is here to tell us about FI Garage, a Canadian personal finance podcast, that also talks a lot about beer.
To find out more about the guests check out:
- Andrea MacDonald: Twitter
- Ourboro: Instagram | Twitter | Facebook
- Alexander Inechien: LinkedIn
- BMO: Facebook | Twitter
- Money Mechanic: ca | Facebook | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Financial Post reporter, Stephanie Hughes, about all things digital finance including Bitcoin, NFT’s and the Metaverse where you can invest in real estate with real world money.
Check out Stephanie’s channel on YouTube and connect on Twitter and Instagram.
How to plan for your financial future long after you die and you can be revived with the help of cryonics. We talk to Mark House, a lawyer with Becker & House specializing in estate and trust litigation, about how you can prepare for a future after you are dead.
Find out more at beckerandhouse.com.
We talk to the founders of “Key”, Rob Richards and Daniel Dubios, about their new start-up and how they created a third option to getting into the housing market by letting prospective homeowners co-owning a property. They explain how it works.
Find out more at lifeatkey.com and connect on Facebook and Twitter.
One issue many seniors need to manage is financial. We talk about some of those challenges and what options there are with the Executive Vice-President of HomeEquity Bank, Yvonne Ziomecki.
Find out more about HomeEquity Bank on Facebook and connect with Yvonne on Instagram, LinkedIn, Twitter and Facebook.
We talk to Hermie Abraham, an employment lawyer that heads Advocation which provides expert legal advice to employers and employees in Toronto, about how you can best prepare yourself for the risk of losing their job and some things that you should take care of right away.
Connect with Hermie on Twitter and Facebook.
How people are buying virtual real estate in the metaverse. I’ll speak with finance reporter Stephanie Hughes to tell us how it works. Financial planning for believers in cryonics. Lawyer Mark House has some ideas to make grocery money available when you unthaw in the year 2222. And, how to prepare for possible job loss. Hermie Abraham from Advocation has tips for those 50 plus. Then, retiring in the comfort of your own home. Yvonne Ziomecki from HomeEquity Bank talks about financial solutions to help you age in place. Plus, a new Toronto startup helping renters get into the real estate market. Cofounders Rob Richards and Daniel Dubois tell us about Key.
To find out more about the guests check out:
- Hermie Abraham: Twitter | Facebook
- Yvonne Ziomecki: Instagram | LinkedIn | Twitter | Facebook
- HomeEquity Bank: Facebook
- Key: lifeatkey.com | Facebook | Twitter
- Mark House: beckerandhouse.com
- Stephanie Hughes: YouTube | Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Martin Dasko, founder of the personal finance website Studenomics, as he shares his money saving tips and more about the site and how it can help.
Find out more at studenomics.com and connect on Twitter and Instagram.
We speak to Adrianne Frech, a medical sociologist and an associate professor at the University of Missouri’s School of Health Professions about the study they did that looks at how worrying about credit card debt can lead to poor health.
We talk to Licensed Trustee Doug Hoyes about the pros and cons of giving your adult kids money and when to know if it’s too much.
Find out more at hoyes.com and connect on Twitter, Facebook and Instagram.
Having financial education and support for employees matters to employers. We find out why and what can be done with Paula Allen, the Global Leader and Senior Vice President of Research and Total Wellbeing at LifeWorks.
Find out more at lifeworks.com and connect with Paula on LinkedIn.
We talk to the Senior Vice President of Education, Communication and Services for the First Nations Education Administrators Association, Simon Brascoupe, about the opportunities and hurdles that the Indigenous Peoples face that determine financial wellness in First Nations communities.
Find out more at fneaa.ca and on their Facebook page.
We’ll look at a new study the links credit card debt and your physical health. Lead author and University of Missouri professor Adrianne Frech takes us through the findings. And, what you need to know before borrowing money to help your kids financially. Licensed Insolvency Trustee Doug Hoyes has some cautionary tales. And, financial wellness in First Nations communities. Simon Brascoupe from the First Nations Education Administrators Association tells us about the barriers they face. Then, a look at financial wellbeing in Canada. Paula Allen from LifeWorks tells us where we stand overall. Plus, Martin Dasko is here to tell us about personal finance platform Studenomics.
To find out more about the guests check out:
- Simon Brascoupe: fneaa.ca | Facebook
- Paula Allen: lifeworks.com | LinkedIn
- Doug Hoyes: hoyes.com | Twitter | Facebook | Instagram
- Martin Dasko: studenomics.com | Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
As part of our financial podcast spotlight series we talk to the co-hosts of Bitches Get Riches, Kitty and Piggy, a podcast self described as ‘survival resource for life in a patriarchal capitalist hellscape.’
Catch the podcast at Bitches Get Riches and connect on Twitter, Instagram and Tumblr.
We talk to the author of House Poor No More: 9 Steps That Grow The Value of Your Home and Net Worth, Romana King, about how to manage your money after you buy your home and how to grow its value.
Connect on Twitter and Facebook.
We talk to 11-year-old Rishi Vamdatt, creator of the YouTube channel and website Easy Peasy Finance, about why financial literacy is so important for kids.
Check out Easy Peacy Finance on YouTube and the website. Connect on Twitter and Facebook.
As Canadians you do have some “rights” when it comes to your financial data. Julie Kuzmic, senior compliance officer of consumer advocacy at Equifax, joins us to share what are some of these data rights that we have.
Connect with Julie on Twitter or LinkedIn.
We talk to the Deputy Commissioner of Research, Policy and Education for the Financial Consumer Agency of Canada, Supriya Syal, about the new strategy to help Canadian consumers build financial literacy in this increasingly digital world.
Connect with Financial Consumer Agency of Canada on Facebook, Twitter and Instagram.
How to use your home to grow your wealth. Personal finance journalist and real estate expert Romana King takes us through her book House Poor No More. We’ll be talking to Rishi Vamdatt, the 11-year-old creator of Easy Peasy Finance. Then, a new National Financial Literacy Strategy from the Financial Consumer Agency of Canada. Deputy Commissioner Supriya Syal tells us what it’s all about. And, knowing your consumer rights when it comes to credit. Julie Kuzmic from Equifax tells us how to take responsibility for our data. And, our blogger spotlight with Kitty and Piggy from Bitches Get Riches.
To find out more about the guests check out:
- Supriya Syal (FCAC): Facebook | Twitter | Instagram
- Julie Kuzmic: Twitter | LinkedIn
- Rishi Vamdatt: YouTube | com | Twitter | Facebook
- Romana King: Twitter | Facebook
- Bitches Get Riches: Bitches Get Riches | Twitter | Instagram | Tumblr
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
What do retail investors need to know about investing in wine. Atul Tiwari, newly head of Cult Wine gives us the details on why wine is a good investment.
Find out more at wineinvestment.com and connect on LinkedIn, Facebook and Twitter.
We talk to the Head of Estate Planning & Philanthropic Advisory Services at BMO Private Wealth, Lydia Potocnik, about wealth planning for blended families and how to manage it.
Connect with BMO on Twitter and Facebook.
We talk to financial therapist, Erika Wasserman, about being financially equal in a relationship. Does the person making the higher salary get to make all the decisions or do you work as a team.
Find out more at yourfinancialtherapist.com.
Kara Gammell of the Your Best Friend’s Guide To Cash, joins us to talk about her money hack, the 1-2-3 spending method, to help us make better purchases.
Find out more at yourbestfriendsguidetocash.co.uk and connect Instagram, Twitter and Facebook.
How can we make magic and money management work together? We talk to magician Phil Pivnick about the tricks that he will be pulling off for Credit Canada for Financial Literacy Month.
Connect with Phil on Facebook and Instagram.
Magician Phil Kivnick will take us through how he learned all his tricks and what it has to do with managing money. Then, making smarter decisions when it comes to purchases. Financial journalist Kara Gammell takes us through the 1-2-3 Spending Method. And, making your marriage financially equal. Financial therapist Erika Wasserman shares her tips. Plus, wealth planning for blended families. BMO expert Lydia Potocnik takes us through some things to think about. And, Atul Tiwari will talk about Cult Wine Americas.
To find out more about the guests check out:
- Phil Pivnick: Facebook | Instagram
- Kara Gammell: co.uk | Instagram | Twitter | Facebook
- Erika Wasserman: yourfinancialtherapist.com
- Lydia Potocnik: Twitter | Facebook
- Atul Tiwari: com | LinkedIn | Facebook | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Personal finance expert Preet Banerjee joins us give us a full explanation on what exactly is an “order flow”, how brokerages like Robinhood use it and how it impacts investors.
Find out more at preetbanerjee.com and connect on Twitter and Instagram.
Jacob Perez from Synergy Mortgage Group joins us to talk about why someone would go with a mortgage broker when purchasing a house and the process of working with a broker.
Find out more at synergymortgagegroup.com and connect with Synergy on Instagram. Connect with Jacob on LinkedIn and Instagram and check out his YouTube channel.
Enoch Omololu, founder of the personal finance website Savvy New Canadians, joins us to share his tips on how new immigrants to Canada can build their credit.
Find out more at savvynewcanadians.com and connect on Facebook and Twitter.
Dan Bortolotti, portfolio manager of PWL Capital Inc and the blogger behind the Couch Potato Portfolio, joins us to talk about his book Reboot Your Portfolio and give us in thoughts on building a diverse investment portfolio.
Find out more at pwlcapital.com.
We talk to Vanessa Vakharia, Founder and CEO of The Math Guru, about her new book called Math Hacks 2: Stress Less + Do Better.
Find out more at themathguru.ca and connect on Twitter, Instagram, TikTok and Facebook.
Passive investing has been a thing for a decade. The blogger behind the Couch Potato Portfolio, Dan Bortolotti, tells us about his book Reboot Your Portfolio.
Then, tips for reducing stress when it comes to math. Vanessa Vakharia, Founder and CEO of The Math Guru takes us through her new book Math Hacks 2. And, how to build good credit as a new immigrant to Canada. Enoch Omololu from Savvy New Canadians shares some of his advice. Plus, the first step to buying a home. Mortgage agent Jacob Perez takes us through the mortgage process and what that first meeting with your broker might like. And, we’ll speak with Preet Banerjee about Robinhood and selling order flow.
To find out more about the guests check out:
- Vanessa Vakharia: ca | Twitter | Instagram | TikTok | Facebook
- Dan Bortolotti: com
- Enoch Omololu: com | Facebook | Twitter
- Jacob Perez: LinkedIn | Instagram | Youtube
- Synergy Mortgage Group: com | Instagram
- Preet Banerjee: com | Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Dean Kendall is a flat fee financial advisor and he joins us to share his tips on how to avoid overpaying for costs associated with investing and we talk about his book Stop Paying Hidden Investment Fees!
Find out more at ideallifeexperience.com and connect on Facebook, Twitter and Instagram.
Getting health insurance for those self-employed or running a small business can be difficult to navigate. We talk to Olga Morawczynski, founder of Bounc3, about they are helping those who are looking for health insurance and need help finding what is right for them.
Find out more at bounc3.io and connect on Facebook, Instagram and LinkedIn.
We talk to author Dan Jensen about his book The Power of Pressure: Why Pressure isn’t the Problem, it’s the Solution and how it can be focused on dealing with consumer debt.
Find out more at danjensen.com and connect on Twitter and LinkedIn.
We talk to JP Shearer, partnership lead for the Smith School of Business at Queen’s University and June Lulua, founder of Spalyan Education Group, about the business training program customized to Indigenous communities.
Found out more at the Smith School of Business and connect with JP at Twitter, Facebook and LinkedIn.
We talk to Fate Saghir, Head of Sustainability, about her newly created role at Mackenzie Investments and what does that role consist of.
Find out more at mackenzieinvestments.com and connect with Fate on LinkedIn.
Are you paying too much for money management? Dean Kendall, the author of Stop Paying Hidden Investment Fees!, shares his tips to get value for what you’re paying. Then, insurance for self-employed Canadians. Olga Morawczynski tells us about Bounc3. And, using pressure to your advantage. Dane Jensen takes us through his book The Power of Pressure: Why Pressure Isn’t the Problem, it’s the Solution. Plus, a new partnership to bring business training to Indigenous communities. JP Shearer from the Smith School of Business, and June Lulua, from Spalyan, tells us about what the communities will learn. And, we’ll speak with Fate Saghir, Head of Sustainability at Mackenzie Investments about what the future holds.
To find out more about the guests check out:
- Fate Saghir: com | LinkedIn
- JP Shearer: Smith School of Business | Twitter | Facebook | LinkedIn
- Dan Jensen: com | Twitter | LinkedIn
- Olga Morawczynski: io | Facebook | Instagram | LinkedIn
- Dean Kendall: com | Facebook | Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Jeff Parks, CEO of Stack Capital, about how they are trying to change the private equity accessibility and give more people a chance to invest in companies that are usually only for institutions or high net worth individuals.
Connect on Twitter and Instagram.
Carolyn Davis, director of Community Engagement at Momentum, tells us more about their Youth Fair Gains Program which has an education component of learning about money and a savings component.
Find out more at momentum.org and connect on Twitter, Facebook and Instagram.
We talk to Kristine Beese who created a place for women to help with the challenges that women face when it comes to money called Untangle Money.
Find out more at Untangle Money and connect on Twitter, Facebook and Instagram.
We talk to the senior vice president of brand for Junior Achievement USA, Ed Grocholski, about the new study they did with The Allstate Foundation that found 1 in 3 teens in the U.S. have experienced unhealthy financial warning signs in a romantic relationship and how to spot the signs.
Connect with them on Twitter, Instagram and Facebook.
We talk to Darren Gresch, senior research associate of innovation and tech at the Conference Board of Canada, about how automation could affect you and your job in the future.
Connect with the Conference Board of Canada on Twitter and Facebook.
We talk to Darren Gresch, senior research associate of innovation and tech at the Conference Board of Canada, about how automation could affect you and your job in the future.
Connect with the Conference Board of Canada on Twitter and Facebook.
We talk to Darren Gresch, senior research associate of innovation and tech at the Conference Board of Canada, about how automation could affect you and your job in the future.
Connect with the Conference Board of Canada on Twitter and Facebook.
To find out more about the guests check out:
- Darren Gresch: Twitter | Facebook
- Ed Grocholski: Twitter | Instagram | Facebook
- Kristine Beese: Untangle Money | Twitter | Facebook | Instagram
- Carolyn Davis: org | Twitter | Facebook | Instagram
- Jeff Parks: Twitter | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Manisha Thakor, founder of MoneyZen, as she takes us through her five tips to increase your financial calm, confidence and clarity.
Find out more at moneyzen.com. Connect with Manisha on Twitter, Instagram and Facebook.
As part of our financial podcast spotlight series we talk to the co-host of The Tax Chick, Amanda Doucette. The podcast covers tax and tax law and some great tax tips.
The podcast can be found at The Tax Chick Podcast and find out more at shtb-law.com. Read Amanda’s blog at taxchick.ca and connect on LinkedIn.
We talk to author, actor, screenwriter and speaker, Monica Parker about her latest memoir, Oops! I Forgot to Save Money (And it Turns Out, I’m Not Alone). She tells us about her book and what money lessons she’s learned along the way.
You can connect with Monica on Twitter, Facebook and Instagram.
We talk to the co-founder of Next Gen Personal Finance, Tim Ranzetta, about what a Meme ETF is and what is the performance of this investment fund.
Find out more at ngpf.org and connect with Tim on Twitter.
We talk to Stephen Guise, author of Elastic Habits: How To Create Smarter Habits That Adapt To Your Day, about to make your wiring work for you.
Find out more at stephenguise.com and connect on Facebook and Twitter.
A look at meme ETFs and if you should invest in them. Tim Ranzetta from Next Gen Personal Finance takes us through the pros and cons. Then, no more panicking about your finances. Manisha Thakor from MoneyZen shares her five tips for being financially calm. And, putting a spotlight on another personal finance show. It’s called the Tax Chick Podcast hosted by Amanda Doucette. Plus, having flexible habits and how to apply them to your finances. Stephen Guise tells us about his book Elastic Habits: How to Create Smarter Habits that Adapt to Your Day. And, one woman and her personal finance journey. Author and actor Monica Parker tells us about her memoir Oops! I Forgot to Save Money (And It Turns Out, I’m Not Alone).
To find out more about the guests check out:
- Stephen Guise: com | Facebook | Twitter
- Tim Ranzetta: org | Twitter
- Monica Parker: Twitter | Facebook | Instagram
- Amanda Doucette: The Tax Chick Podcast | shtb-law.com | ca | LinkedIn
- Manisha Thakor: com. | Twitter | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We have Matt Houghton, Director of Digital and Integrated Marketing at Interac, joins us to tell us why Interac took consumers trends over the past year and turned it into a soundtrack where you can actually here all of our spending highs and lows.
Here more at interac.ca and connect on Twitter.
We talk to Liz Mulholland from Prosper Canada about their new financial self-help portal called Trove which is aimed to help Canadians for all the right resources to help Canadians manage their money.
Find out more at yourtrove.com and connect with Prosper Canada on Twitter, Facebook and LinkedIn.
Shannon Lee Simmons, certified financial planner and author of Worry-Free Money and founder of the New School of Finance, joins us to talk about the options you to get out of debt.
Find out more at shannonleesimmons.com and connect on with Shannon on Instagram. Connect with the New School of Finance on Instagram.
We talk to Julien Brault, CEO of Hardbacon, about their financial comparison site that includes a spending tracker app and investing app.
Find out more at hardbacon.ca and connect on Twitter, Instagram and Facebook.
What are the benefits of a ‘living inheritance’? We talk to Moira Somers, a psychologist specializing in behavioural finance and author of Advice that Sticks: How to Give Financial Advice That People Will Follow, about the benefits of giving your children part of their inheritance while you are still alive and should you.
Find out more at moneymindandmeaning.com and connect with Moira on Twitter.
What to do when you’ve hit the end of the debt road. Shannon Lee Simmons, certified financial planner and author, takes us through what’s next when you feel like you’ve exhausted all your options. Then, giving your kids a chunk of their inheritance while you’re still alive. Moira Somers, a behavioural finance psychologist, tells us about the pros and cons. And, a new self-help portal for vulnerable Canadians called Trove. Prosper Canada’s Elizabeth Mulholland tells us how it works. Plus, a soundtrack where you can hear our economic recovery from the pandemic. Matt Houghton from Interac tells us about the Sound of Spending. And, a personal finance app called Hardbacon with CEO Julien Brault.
To find out more about the guests check out:
- Moira Somers: com | Twitter
- Julien Brault: ca | Twitter | Instagram | Facebook
- Shannon Lee Simmons: com | Instagram
- New School of Finance: Instagram
- Liz Mulholland: com | Twitter | Facebook | LinkedIn
- Matt Houghton: ca | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Ontario is the latest province to update its’ Grade 9 math curriculum to include financial literacy. Joining us to talk about an overview of what is being taught in schools is financial writer, speaker and author, Robin Taub.
Find out more at robintaub.com and connect on Twitter, Facebook and LinkedIn.
We talk to the co-founder and Academic Director of the Osgoode Investor Protection Clinic, Professor Poonam Puri, about the top four things investors need to know.
Find out more at the Osgoode Investor Protection Clinic and connect on Twitter. Connect with Professor Poonam on Twitter.
We talk to Jonah Chininga, founder and CEO of MICC Financial, about his solution to helping people build credit that lets you pool your money together with others to help you reach your financial goals.
Find out more at micc.app and connect on Twitter. You can connect with Jonah on Twitter.
We talk to the co-author of You Can Change People: The four steps to help your colleagues, employees--even family--up their game and CEO of Bregman Partners, Peter Bregman, about how you can make changes in others and applying it to money.
Find out more at bregmanpartners.com and connect with Peter on Facebook, Twitter and LinkedIn.
As part of our financial podcast spotlight series we talk to the co-host of The Fairer Cents, Kara Perez. Along with her co-host, Tanja Hester, they talk about women and the fight to break even in the world of personal finance.
You can find their podcast at thefairercents.com. Connect with Kara on Facebook, Instagram, and Twitter.
Ways you can help other people make meaningful change with their money. Peter Bregman is the co-author of YOU CAN CHANGE OTHER PEOPLE: The four steps to help your colleagues, employees--even family--up their game. Then, a new app that uses rotational savings, in a group, to help you reach your financial goals and boost your credit. Jonah Chininga, founder and CEO of MICC Financial, tells us how it works. And, what’s being done across Canada to teach kids about financial literacy in schools. Robin Taub, financial writer, speaker and author, tells us about it. Plus, knowing your rights as an investor. Professor Poonam Puri, co-founder and academic director of the Osgoode Investor Protection Clinic, tells us the top 4 things we need to look out for. And, we’ll talk to Kara Perez, co-host of the Fairer Cents podcast.
To find out more about the guests check out:
- Kara Perez: com | Facebook | Instagram | Twitter
- Peter Bregman: com | Facebook | Twitter | LinkedIn
- Jonah Chininga: app | Twitter(MICC) | Twitter(Jonah)
- Professor Poonam Puri: Osgoode Investor Protection Clinic | Twitter | Twitter (Professor Poonam)
- Robin Taub: com | Twitter | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Rob Sheilds, CMO of Questrade, about their new feature called “Instant Deposit” which allows customers to deposit funds into their account in real time so there is no waiting on the transfer process so you can make that trade right away.
Find out more at questrade.com and connect on Twitter, Facebook and LinkedIn.
Christine Van Cauwenberghe, IG Wealth Management’s Vice President of Tax & Estate Planning, joins us with tips on how you and the seniors in your life can be protected from financial scams.
We talk to the CEO of Treasure, Matt O’Leary, about their new app for kids that provides them with educational resources about financial literacy and the option of getting their very own prepaid Mastercard. Matt tells how this is different then the traditional bank and why they started it.
Find out more at treasurecard.com and connect on Twitter, Facebook and Instagram.
We talk to Don Vaughn, PhD and Head of Product for Invisibly, that instead of having companies spend millions or make millions on your data have Invisibly help you license your data so that you can be the one to make money off it.
Find out more at invisibly.com and connect on Facebook, Twitter, LinkedIn and Instagram.
We talk to Rebecca Oakes, AVP of Advanced Analytics at Equifax Canada, about their latest report on the shift over the last 18 months of the debt that Canadian consumers have.
Find out more at consumer.equifax.ca and connect on LinkedIn.
Teaching your kids about financial literacy with the Treasure app. Its CEO, Matt O’Leary, tells us how it works and its option of a prepaid Mastercard for kids. And, a new company that helps you make money off of your own personal data. Don Vaughn tells us about Invisibly. Then, protecting seniors from financial abuse. Christine Van Cauwenberghe from IG Wealth Management shares some of her tips. Plus, a new feature from Questrade that allows customers to deposit funds straight into their account in real time. CMO Rob Shields tells us all about it. And, we’ll talk to Rebecca Oakes from Equifax Canada about their latest consumer debt report.
To find out more about the guests check out:
- Rebecca Oakes: equifax.ca | LinkedIn
- Don Vaughn: com | Facebook | Twitter | LinkedIn | Instagram
- Matt O’Leary: com | Twitter | Facebook | Instagram
- Rob Sheilds: com | Twitter | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Michael Bradley, CEO and Founder of Clik2Pay, about how their service allows users to pay bills directly from their bank account using text, email or QR code.
Find out more at clik2pay.com and connect on LinkedIn: Clik2Pay & Michael Bradley.
Mikael Castlado from Ratehub.ca tells us all we need to know about crypto credit cards are and what’s available in Canada.
Find out more at ratehub.ca and connect on Twitter, Facebook, Instagram and LinkedIn.
We talk to Kimberly B. Cummings, author of the new book Next Move, Best Move: Transitioning Into A Career You’ll Love. Kimberly gives us her thoughts on the best way to build our networks in a virtual environment.
Find out more at kimberlycummings.com/book and connect on Instagram, Twitter, LinkedIn and Facebook.
We talk to the founder & CEO of the Purpose Investments, Som Seif, about their Longevity Pension Fund that tries to help tackle the issue of long-term income security.
Find out more at purposeinvest.com and connect on Twitter: @purposeinvest & @somseif and LinkedIn.
Navigating networking in this virtual environment. Tips and tricks from Kimberly B. Cummings, author of Next Move, Best Move: Transitioning Into A Career You’ll Love, And, crypto credit cards. Mikael Castaldo from Ratehub.ca tells us what’s available in Canada. Then, a new mutual fund that tackles the issue of long-term income security. Som Seif, founder of Purpose Investments, tells us how its new Longevity Pension FUnd works. COO Stephen Graham tells us all about it. And, we’ll talk to Michael Bradley about a new Canadian Fintech called Clik2Pay.
To find out more about the guests check out:
- Som Seif: com | Twitter: @purposeinvest & @somseif | LinkedIn
- Kimberly B. Cummings: com/book | Instagram | Twitter | LinkedIn | Facebook
- Mikael Castlado: ca | Twitter | Facebook | Instagram | LinkedIn
- Michael Bradley: com | LinkedIn: Clik2Pay & Michael Bradley
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
As part of our financial podcast spotlight series we talk to the host of Popcorn Finance, Chris. We look at some of the topics he takes his listeners through and what you can expect on the show.
Find out more about the podcast at https://popcornfinance.com/ and connect on Instagram.
We talk to Alex Mazer, co-founder of Common Wealth Retirement, about their new retirement plan designed specifically for workers in the non-for-profit sector.
Find out more at commongoodplan.ca and connect on Facebook and on Twitter: @alexmazer, @CWretirement, @commongoodplan.
We talk to Gursh Singh from Credit Canada about the options that are available when you are dealing with debt. We go through the different terms and get some tips on how to find the right help for you.
Find out more at creditcanada.com and connect on Facebook, Twitter and Instagram.
We talk to author Daisy Dowling about her book, Workparent: The Complete Guide To Succedding on the Job, Staying True To Yourself, and Raising Happy Kids, and how it guides parents to help them with working and being a parent.
Find out more at workparent.com.
We talk to Preet Banerjee, personal finance expert and founder of MoneyGaps, about what is light financial planning and how it works.
Find out more at moneygaps.com and connect on Twitter and Instagram.
An alternative to traditional financial planning called “light planning”. Personal finance expert Preet Banerjee tells us all about it. And, finance tips for the working parent. Author Daisy Dowling takes us through her book Workparent: The Complete Guide to Succeeding on the Job, Staying True to Yourself, and Raising Happy Kids. Then, how to find help when you’re dealing with debt. Gursh Singh from Credit Canada shares some tips. Plus, a new retirement plan for those working in the not-for-profit sector called the Common Good Plan. We’ll talk with Alex Mazer. And, we’ll talk to the creator of the podcast Popcorn Finance.
To find out more about the guests check out:
- Preet Banerjee: com | Twitter | Instagram
- Daisy Dowling: com
- Gursh Singh: com | Facebook | Twitter | Instagram
- Alex Mazer: ca | Facebook | Twitter: @alexmazer, @CWretirement, @commongoodplan.
- Popcorn Finance: com | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to SKETCH Working Arts executive director, Rudy Ruttiman, and Impact Investment Lead, Michael Sacke, about how community bonds work, the benefits for investors and how they used them to help purchase an art studio.
Find out more at sketch.ca and connect on Instagram, Twitter and Facebook.
We talk to personal finance writer Tamar Satov of MoneySense and she shares her tips for buying a home during a seller’s marketing and say goodbye to bidding wars.
Read her 7 tips at moneysense.ca and connect on Twitter, @TamarSatov and @MoneySense, and on Facebook.
We talk to the President and CEO of DUCA Credit Union, Doug Conick, and Keith Taylor, executive director of the DUCA Impact Lab. Keith and Doug break downs the findings from their annual study called the State of Fair Banking in Canada.
Find out more at ducaimpactlab.com and connect on Facebook, Twitter, LinkedIn and Instagram.
We talk to author Jim Campbell about his new book Madoff Talks: Uncovering the untold story behind the most notorious Ponzi Scheme in History and how it was to have exclusive access to Bernie Madoff himself.
Find out more at madofftalksbook.com and connect on Twitter.
We talk to Deacon Hayes, a personal finance TikToker and the founder of Well Kept Wallet. Deacon shares his money tips.
Find out more at wellkeptwalleet.com and connect on TikTok, Twitter and Facebook.
Navigating a seller’s market. Personal finance writer Tamar Satov shares her tips on how you can up your chances of buying a house. And, learning about personal finance on TikTok. Deacon Hayes, personal finance TikToker and founder of Well Kept Wallet, shares his money tips. Then, an inside look into the world of Bernie Madoff, the man who pulled off the biggest ponzi scheme in history. Jim Campell takes us through his book Madoff Talks. Plus, DUCA Impact Lab’s latest study on the state of fair banking in Canada. And, a conversation with Rudy Ruttiman and Michael Sacke from SKETCH Working Arts about the impact of community bonds.
To find out more about the guests check out:
- Deacon Hayes: com | TikTok | Twitter | Facebook
- Jim Campbell: com | Twitter
- Doug Conick & Keith Taylor: com | Facebook | Twitter | LinkedIn | Instagram
- Tamar Satov: ca | @TamarSatov (Twitter) | @MoneySense (Twitter) | Facebook
- Rudy Ruttiman & Michael Sacke: ca | Instagram | Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to author William Green about his book Richer, Wiser, Happier: How The World’s Greatest Investors Win In Markets and Life and how he has spent the last 25 years interviewing some of the greatest investors.
Find out more at williamgreenwrites.com and connect on Twitter and Facebook.
We talk to Susan Desjardins from Dying With Dignity Canada about their great resource called the Advanced Care Planning kit.
Find out more at dyingwithdignity.ca and connect on Twitter and Facebook.
Banks and other marketers know us really well and uses that data to sell us stuff. Well RBC now has a tool that can use that data to save us money. We talk to Peter Tilton, Senior Vice President of Digital at RBC, tells us about that new tool called NOMI find & save.
Find out more at rbcroyalbank.com and connect on Twitter, Instagram and Facebook.
We talk to Lawrence Pilch from WhatBank.ca about how they are trying to help Canadians stay informed about interest rates and where the best ones are.
Find out more at WhatBank.ca and connect on Twitter.
Personal finance writer and expert Daniel Teo joins us to talk about the car rental shortage due to the pandemic and what you need to know about renting a car in these tough times.
Find out more at urbandepartures.com and connect on Twitter and Instagram.
The rental car industry is revving up again. Personal finance writer Daniel Teo is here on how to find the deals. And, finding the deals on interest rates with WhatBank.ca. Lawrence Pilch provides tips on choosing the right financial institution for your money. Then, using predictive technology to grow your savings. Peter Tilton from Royal Bank tells us how the NOMI Find & Save app works. Plus, why you should have an advance care plan. Susan Desjardins from Dying With Dignity Canada talks about a new, free workbook. And, a conversion with William Green about his book Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life.
To find out more about the guests check out:
- Daniel Teo: com | Twitter | Instagram
- Lawrence Pilch: ca | Twitter
- Peter Tilton: com | Twitter | Instagram | Facebook
- Susan Desjardins: ca | Twitter | Facebook
- William Green: com | Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to the CEO of Rhenti, Tomas Ronis, about how their platform aims to help both property owners and renters find that perfect fit in an easy way.
Find out more at rhenti.com and connect on Twitter, Facebook and LinkedIn.
We talk to Sharon Hartung about her new book Digital Executor: Unraveling the new path for estate planning and what the future of estate planning will be in a digital world.
Connect with Sharon on Twitter.
We talk to Randolph Taylor, an accredited credit counsellor with Credit Canada, about how a debt consolidation program can help you get financial freedom and alleviate stress if you have problems with debt.
Find out more at creditcanada.com and connect on Twitter, Facebook and LinkedIn.
We talk to Chuck Grace an instructor with Ivey Business School and the manager of the Financial Wellness Lab at Western University about the research they are doing with the lab and what they are focused on.
Check out Western University at uwo.ca and connect on Facebook, Twitter, Instagram and LinkedIn.
We talk to Yvonne Ziomecki, executive vice president of marketing and consumer sales at HomeEquity Bank, about her book Home Run: The Reverse Mortgage Advantage and how it is a great option for Canadians.
Find out more at homeequitybank.ca and connect on Facebook, Instagram and Twitter.
Using a reverse mortgage can be an effective way to assess home equity in retirement. We’ll talk to Yvonne Ziomecki from HomeEquity Bank about how the product works. And, a new lab exploring financial resilience in times of uncertainty. Chuck Grace, manager of the Canadian Financial Wellness Lab at Western University joins us to tell us what it’s all about. Then, tackling your debt. Credit Canada’s Randolph Taylor gives us a lesson on debt consolidation programs. Plus, Sharon Hartung’s new book Digital Executor: Unraveling the new path for estate planning. And, a conversion with Tomas Ronis, the CEO of rental real estate startup Rhenti.
To find out more about the guests check out:
- HomeEquity Bank: ca | Facebook | Instagram | Twitter
- Chuck Grace: ca | Facebook | Twitter | Instagram | LinkedIn
- Randolph Taylor: com | Twitter | Facebook | LinkedIn
- Sharon Hartung: Twitter
- Tomas Ronis: com | Twitter | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to Samy Dwek, Founder and CEO of the Family Office Doctor and White Knight Consulting, about how to go about having the conversation with your children when it comes to the family wealth.
Connect with Samy on LinkedIn.
We talk to author Jessica Robinson about her book Financial Feminism: A Woman’s Guide To Investing for a Sustainable Future and how empowering women to invest in their wealth will not only lead to a more equitable future but a more sustainable one as well.
Find out more at moxiefuture.com and connect on Twitter.
We talk to Vanessa Bowen from Mintworthy about how to best collect and spend points while combating debt.
Find out more at mintyworthy.co and connect on Instagram and Facebook.
As part of our financial podcast spotlight series we talk to the host of Money Girl, personal finance expert Laura Adams. We cover all topics including how Laura got into personal finance and what can listeners expect from the podcast.
Find out more at lauraadams.com and connect on Facebook.
We talk to Dale Roberts, founder of Cut The Crap Investing, about why he feels investing in cryptocurrency is a smart move and how to go about doing it.
Found out more on cutthecrapinvesting.com and connect on Facebook and Twitter.
investing in cryptocurrency. Dale Roberts from Cut the Crap Investing explains how to do it. And, using your credit card points to tackle debt. Vanessa Bowen from Mintworthy tells us how to use your points to your advantage, if that’s even possible. Then, talking to your kids about their inheritance.Samy Dwek from the Family Office Doctor and White Knight Consulting takes us through how to have that conversation. Plus, the Money Girl podcast with host Laura Adams. And, Jessica Robinson takes us through her book Financial Feminism: A Woman’s Guide to Investing for a Sustainable Future.
To find out more about the guests check out:
- Dale Roberts: com | Facebook |Twitter
- Laura Adams: com | Facebook
- Vanessa Bowen: co | Instagram |Facebook
- Jessica Robinson: com | Twitter
- Samy Dwek: LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
Deputy managing editor of Easy Money by Policygenius, Hanna Horvath, joins us to tell us our money horoscope and what you can learn about it.
Find out more at Policygenius.com and connect on Instagram and Facebook. Connect with Hanna on Twitter.
We talk to Julie Kuzmic, Director of Consumer Advocacy for Equifax Canada, about what actions that you can take to get rid of your debt and still have a good credit score.
Find out more at equifax.ca and connect with Julie on Twitter.
We talk to Wendy De La Rosa, a behavioural scientist and co-founder at Common Cents Lab at Duke University, about how we can use behavioural science to make better financial decisions.
Connect with Wendy on Twitter and follow Common Cents Lab on Twitter.
We talk to Rishi Vamdatt runs a YouTube channel called Easy Peasy Finance, which is all about teaching kids about money. Rishi started a YouTube channel at 8 years old and he tells all about how it got started.
Watch the videos on Rishi’s YouTube channel and connect on Twitter, Facebook and at EasyPeasyFinance.com.
We’ll talk to YouTube star Rishi Vamdatt, the 11-year-old creator of Easy Peasy Finance about his mission to improve financial literacy for kids. Then we’ll look to stars for insight on how your horoscope can affect your money. Hanna Horvath from Easy Money by Policygenius reviews the charts. Then, behavioural scientist Wendy De La Rosa shares her insight on money and your mind. She’s the co-founder of the Common Cents Lab at Duke University. Plus, practices that are good for debt management but not necessarily good for your credit score. Julie Kuzmic from Equifax Canada will be here. And, a conversation with the Chair of the The Institute for Sustainable Finance at the Smith School of Business.
To find out more about the guests check out:
- Rishi Vamdatt : Easy Peasy Money on YouTube | Twitter | Facebook | com
- Wendy De La Rosa: Twitter
- Common Cents Lab: Twitter
- Equifax Canada: ca
- Julie Kuzmic: Twitter
- PolicyGenius: Policygenius.com | Instagram | Facebook
- Hanna Horvath: Twitter
- Smith School of Business Queen’s University: Smith School of Business | LinkedIn | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
The Institute for Sustainable Finance at the Smith School of Business at Queen’s University has released a new report called Assessing Current Canadian Corporate Performance on GHG Emissions, Disclosures and Target Setting. Sean Cleary is the co-author of the report and Chair of the Institute. He joins us now to talk about the report and what can be done if the world of finance to help the shift towards a lower-carbon world.
Find out more about the Smith School of Business and connect on Twitter, LinkedIn and Facebook.
We talk to the CEO of INTEGRIS Pension Management Corp., Jean-Pierre Laporte, about saving for retirement in a solution called a “personal pension plan”.
Find out more at integris-mgt.com and follow on LinkedIn and Twitter.
We talk to Sheryl Song and KD Dao, the founders of Ryna, about they are helping women find a place to rent as well as share their lives.
Find out more at theryna.com and follow them on Facebook and TikTok.
We talk to author, Robin Taub, about her book The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life which has been updated for these unprecedented times.
Find out more at thewisestinvestment.com and robintaub.com. Connect with Robin on Twitter, LinkedIn and Facebook.
We talk to Melanie McDonald, Vice-President & Regional Director of Trust and Estate Services for BMO Trust Company, about where do all your digital assets go after we die. Should those digital assets be a part of your estate planning and your will.
Find out more at bmo.com and follow them on Twitter and Facebook.
We talk to Jet It CEO Glenn Gonzales to tell us more about private aviation in Canada and executive travel in a post-pandemic world.
Find out more at gojetit.ca and follow them on Twitter, Facebook and Instagram
You don’t need billions to fly like a billionaire: Glenn Gonzales, CEO of Jet It, tells us how much it costs to hire your own plane. Moving to the big city? Sheryl Song and KD Dao tell us about their rental provider for women called Ryna. Then, including your digital assets in your estate plan. Melanie McDonald from BMO Trust Company shares her tips. Plus, Robin Taub’s new book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life. And, all you need to know about Personal Pension Plans, with Jean-Pierre Laporte from INTEGRIS Pension Management Corp.
To find out more about the guests check out:
- Jetit : ca | Twitter | Facebook | Instagram
- BMO: com | Twitter | Facebook
- Ryna: com | Facebook | TikTok
- Robin Taub: com | robintaub.com | Twitter | LinkedIn | Facebook
- INTEGRIS: integris-mgt.com | LinkedIn | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
We talk to the host of the Millenial Money podcast, certified financial planner Shannah Compton Game, about the hard money topics that are a part of the podcast and what listeners can expect.
Find out more about the podcast at mmoneypodcast.com and connect on Instagram and Twitter.
We talk to author Kelley Keehn about how she revised her book Talk Money To Me to include the current financial stress of the COVID-19 pandemic.
Find out more at kelleykeehn.com and connect with Twitter, Instagram and Facebook.
We talk to Adriana Molina, Financial Education Manager at Credit Canada, about Credit Canada’s debt calculator and the best ways to tackle debt.
Find out more at creditcanada.com and connect on Twitter, Facebook, Instagram, Youtube and LinkedIn.
We talk to the senior product manager at Wealthsimple, Peter La, about their tax filing option called Wealthsimple Tax and how it works.
Find out more at wealthsimple.com and connect at Twitter and Facebook.
We talk to Cinders McLeod, creator of Moneybunnies, a group of picture books that teach kids about financial literacy. She joins us to tell us more about her latest book.
Find out more at moneybunnies.com and connect on Instagram, Twitter and Facebook.
Teaching kids about money with bunnies. Cinders McLeod is here to tell us about her picture books for children called Moneybunnies. And, filing your taxes online? There are many software programs out there to help you. One of them is Wealthsimple Tax. Peter La is here to tell us how it works. Then, breaking down some taboo money topics. Shannah Compton Game tells us about her podcast, Millennial Money. Plus, a revised version of Kelley Keehn’s book Talk Money to Me: How to save, spend and feel good about your money during COVID and other times of financial distress. And, Adriana Molina tells us Credit Canada’s debt calculator.
To find out more about the guests check out:
- Moneybunnies: com | Instagram | Twitter | Facebook
- Wealthsimple: com |Twitter | Facebook
- Credit Canada: com | Twitter | Facebook | Instagram | Youtube | LinkedIn
- Kelley Keehn: com | Twitter | Instagram | Facebook
- Millennial Money Podcast: com | Instagram | Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Leigh Tynan, a cybersecurity expert and director of TELUS Online Security, about the risks Canadians should know about and how they can protect themselves.
Follow TELUS on Twitter and Facebook.
We talk to author Doug Allan about his new book, A Fighting Chance: The High School Finance Education Everyone Deserves. Doug tells us all about the book and shares some of his tips and tricks.
Find out more about the book at afightingchancefinance.com and follow on Facebook, Instagram and Twitter.
We talk to Jessica Moorhouse, a millennial money expert and accredited financial counsellor, about the top mistakes people make when it comes to their credit cards and how you can avoid them.
Find out more at jessicalmoorhouse.com and follow Jessica on Twitter and Instagram.
We talk to the host of the podcast Journey To Launch, Jamila Souffrant. The podcast is all about her own journey to financial independence and Jamila shares what she has learned along the years.
Find out more about the podcast at journeytolaunch.com and follow it on Instagram, Facebook and Twitter.
We talk to Lorne Marr, director of business development at Hub Financial, about the latest developments of the connection between insurance and vaccines.
Find out more about Hub Financial at hubinternational.com and follow them on Twitter and Facebook.
The dos and don’ts of using your credit card. Millennial money expert Jessica Moorhouse shares some of the common mistakes people make with their cards and how you can avoid them. And, debunking misinformation about the COVID-19 vaccine and your life insurance. Lorne Marr from HUB Financial has the answer. Then, cybersecurity expert Leigh Tynan is here on to talk about why you may be more susceptible to cybersecurity threats during tax time, and what you can do about it. Plus, all the personal finance knowledge you didn’t learn in high school. Doug Allan takes us through his book A Fighting Chance: The High School Finance Education Everyone Deserves. And, gaining financial independence. Jamila Souffrant shares her story and what you can expect from her personal finance podcast Journey to Launch.
To find out more about the guests check out:
- Hub Financial: com | Twitter | Facebook
- Journey To Launch: com | Instagram| Facebook | Twitter
- Jessica Moorhouse: com | Twitter | Instagram
- Doug Allan: com | Facebook | Instagram | Twitter
- TELUS: Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Pat Strubbe about his latest book, The Retirement Secret: a simple approach to financial peace of mind, which lays out the foundation to effectively plan for retirement.
Find out more from Preservation Specialists online and connect them on Facebook and Instagram. Follow Pat on Twitter.
We talk to Daniel Goldgut, co-founder of Epilogue, about their online will preparation tool to help you include your pets in your will to make sure you pet is safe in the future.
Check out the Epilogue website and connect with them on Twitter, Facebook and Instagram.
We talk to Carl Davies, Head of Fraud & Identity at Equifax Canada, about how you can fight fraud within the mortgage industry with their new tool called ClearPro.
Check out the Equifax website and find them on Linkedin.
We talk to the CEO of Delic, Matt Stang, about how psychedelics could be the next investment opportunity.
Find out more on the Delic website and connect with them on Instagram and Facebook.
We talk to Aleksandra Jassem and Nikita Stanley about their new book, Get Your “S” Together: The Rebel Mama’s Handbook For Financially Empowered Mom’s. Which is a financial guide for new moms and moms-to-be.
Check out the Rebel Mama site or connect with them on Twitter.
Cannabis has been legal for years now. Could psychedelics be next? Matt Stang, CEO of Delic Corp, tells us about where he thinks this unique industry is heading. And, whether you’re a cat or a dog person you might want to consider planning for your pet’s financial future in your will. Daniel Goldgut from Epilogue will tell us why. Then, a new tool to help fight fraud within the mortgage industry. Carl Davies from Equifax tells about ClearPro. Plus, a financial guide for new moms and moms-to-be. Aleksandra Jassem and Nikita Stanley take us through their book Get Your $hit Together: The Rebel Mama’s Handbook for Financially Empowered Moms. And, effectively planning for retirement. Pat Strubbe is here to tell us about his latest book The Retirement Secret.
To find out more about the guests check out:
- Ken Honda: com | Facebook | Twitter
- Rebel Mama: com | Twitter
- Delic: com | Instagram | Facebook
- Equifax: equifax.ca | Linkedin
- Epilogue: com | Twitter | Instagram | Facebook
- Preservation Specialists: com | Facebook | Instagram
- Pat Strubbe: Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Linda Bryson, Director of Resource Development for FINCA Canada, about their OppHERtunity campaign whose goal is to help support women and their economic growth in developing countries.
Check out FINCA Canada and their OppHERtunity campaign and connect with Linda on Linkedin.
We talk to Jillian Kennedy, a Partner at Mercer and the leader of the firm’s “Financial Wellness” business, about the finding from their Mercer Retirement Readiness Barometer that women on average retire with account balances that are 30% lower then men.
Find more at mercer.ca and follow Jillian on Twitter.
We talk to the founder of Neo Financial, Andrew Chau, about what makes this new consumer banking solution separates itself from traditional banks.
Find out more at neofinancial.com and follow them on Facebook, Twitter and Instagram.
We talk to Roma Luciw who along with Rob Carrick co-host the Globe & Mail’s podcast, Stress Test. The podcast takes a look at how the rule of personal finance changed during the pandemic.
Check out the podcast and connect with Roma on Twitter.
We talk to the founder of Iris Asset Management, Juliette Johns, about what exactly is an IPO and takes us through everything you need to know.
Check out Iris Asset Management and connect with Juliette on Linkedin.
IPOs are in the headlines almost daily. Juliette John from Iris Asset Management tells us what to watch out for. And, the Globe and Mail’s personal finance team created a podcast to help you navigate through the uncertain times. Roma Luciw tells us what we can expect when listening to Stress Test. Then, Mercer’s Retirement Readiness Barometer found women retire with less money in their savings than men. Jillian Kennedy tells us why. Plus, how the pandemic is impacting women’s finances in developing countries. Linda Bryson from FINCA CAnada takes us through the OppHERtunity Campaign. And, Andrew Chau tells us about Neo Financial, a new Canadian Startup looking to change the way we bank.
To find out more about the guests check out:
- Iris Asset Management: com
- Juliette John: Linkedin
- Stress Test: Podcast
- Roma Luciw: Twitter
- Mercer: ca
- Jillian Kennedy: Twitter
- FINCA Canada: org
- Linda Bryson: Linkedin
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Paula Davis, the Founder and CEO of the ‘Stress & Resillience Institute’, about her new book, BEATING BURNOUT AT WORK: Why Teams Hold the Secret to Well-Being and Resillience and why organizations need to help combat ‘workplace burnout’.
Connect with Paula on Linkedin and Twitter. Follow the Stress & Resillience Institute on Instagram and found more out about BEATING BURNOUT AT WORK.
We talk to Will Carmichael, CEO of RoosterMoney, about the tips and tricks of teaching kids about money by integrating everyday activities.
Follow Will on Twitter and connect with RoosterMoney on Twitter and Facebook.
We talk to the Academic Director and Professor of Economics and Accountancy at the George Washington University School of Business, Annamaria Lusardi, about the research collaboration to find out why there is a gender gap when it comes to financial literacy and what are the causes.
Connect with Anna on Twitter and follow the Global Financial Literacy Excellence Center on Facebook.
We talk to Fractions CEO, Hayden James, about how they have another way that helps people access the equity in their homes with an option called Fraction Technologies.
Follow Fractions on Linkedin and Facebook.
We talk to Steve Bridge , a certified financial planner and money coach, about the important question that people need to answer when planning for retirement: cash flow.
Connect with Steve on Twitter and Facebook.
Figuring out how much you want to spend in retirement is a critical step in your savings plan. Money Coach Steve Bridge takes us through the steps. And, closing the financial literacy gender gap. Annamaria Lusardi from the George Washington University School of Business tells us about new research that explains what’s behind this gap. Then, if you’re feeling stressed out at work you might be experiencing burnout. Paula Davis is her to talk about her new book “Beating Burnout at Work: Why Teams Hold the Secret to Well-Being and Resilience”. Plus, teaching your kids about money. Will Carmichael from RoosterMoney shares some tips and tricks for teachable moments around the house. And, Hayden James from Fraction Technologies tells us about a new way for people to access equity in their homes.
Full Episode:
To find out more about the guests check out:
-
- Steve Bridge: Twitter | Facebook.
- Fraction Technologies: Website | Linkedin | Facebook
- Annamaria Lusardi: Twitter
- Global Financial Literacy Excellence Center: Facebook
- RoosterMoney: Website | teaching kids about money | Twitter | Facebook
- Will Carmichael: Twitter
- Paula Davis: Linkedin | Twitter | BEATING BURNOUT AT WORK
- Stress & Resillience Institute: Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Nancy Tengler, Chief Investment Officer at Laffer Tengler Investments, about her book The Women’s Guide To Successful Investing about how you can manage your finances and come up with a financial plan.
We talk to Jeff Loomis, executive director of Momentum, and Eryland, a participant in the Momentum program, about how this non-profit helps those living on a low income help them navigate filing taxes with the Canadian Revenue Agency.
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We talk to Joe Jacobs, managing partner at Mortgage Connection, about what you should know to get the best mortgage rate possible.
Connect with Joe on Twitter and Instagram.
We talk to the CEO of MakerKids, Jennifer Turliuk, about her new book called How to Figure Out What to Do With Your Life (Next).
Connect with Jennifer on Twitter and on her website: jenniferturliuk.com.
You just quit your job. Now what? Jennifer Turliuk takes us through her book How to Figure Out What to Do With Your Life (Next). And, the real estate market and mortgage industry during covid times. Joe Jacobs from Mortgage Connection tells us what’s changed since the pandemic began. Then, financial productivity in just five minutes. Hanna Horvath from Easy Money takes us through “five minute money tasks”. Plus, Filing your taxes on a low income with Momentum. And, Nancy Tengler from Laffer Tengler Investments tells us about her book The Women’s Guide to Successful Investing.
To find out more about the guests check out:
- Jennifer Turliuk: Twitter | com
- Joe Jacobs: Twitter | Instagram
- Momentum: Twitter, Instagram and Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Russell Alexander, founder of Russell Alexander Family Lawyers, about his book Everything You’ve Always Wanted To Know About Divorce.
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We talk to the director of communications for Royalty Exchange, Antony Bruno, about their platform where musicians and investors come together and how the music royalty business works.
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We look at the growing trend of learning about money and what is the best course for you is personal finance expert Lesley-Anne Scorgie.
Find out more about MeVest here and follow Lesley-Anne on Twitter.
We talk to Jamie Wise, founder of Buzz Indexes, about how they use social analytics and artificial intelligence to create investment insights.
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We talk to author, Ken Honda, about his new book Happy Money: The Japanese Art of Making Peace With Your Money.
Find out more about Ken on his website and follow him on Facebook and Twitter.
Money is part IQ and part EQ, says author Ken Honda. He joins us to talk about his book Happy Money: The Japanese Art of Making Peace With Your Money. And, considering taking an online money course? Personal finance expert Lesley-Anne Scorgie takes us through what you should look for before signing up. And, using artificial intelligence and social media to get investment insights. Jamie Wise is here to tell us how his firm’s BUZZ Index. Plus, all you need to know about investing in the music royalty business, with Antony Bruno from Royalty Exchange. And, Family Lawyer Russell Alexander tells us about his book Everything You’ve Always Wanted to Know About Divorce.
Full Episode:
To find out more about the guests check out:
- Ken Honda: com | Facebook | Twitter
- Buzz Index: Twitter
- MeVest: MeVest
- Lesley-Anne Scorgie: Twitter
- Antony Bruno: Twitter
- Russell Alexander: Twitter
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
We talk to Tanya Oliva, founder of Fin$mart, about what are financial coaches and what do they do.
Follow Fin$mart on Twitter and Facebook
We have Jennifer Holmes Weier, President and CEO of JA Central Ontario, and grade 11 student, Julian Kokhanovshyy, join us to talk about the JA Investment Strategies Program competition and what it took to win it.
Follow JA Central Ontario on Twitter, Instagram and Facebook.
We talk to Greg Davies, head of behavioural finance at Oxford Risk, about how many financial adivisors are poorly equipped to help clients deal with their emotions.
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Idan Shlesinger, president of retirement solutions & executive vice president at Morneau Shepell, joins us to share some of the highlights from Morneau Shepell’s latest “Financial Wellbeing” index. This index aims to calculate the financial wellbeing of the population and understand the nuances across gender, region and jobs.
Follow Morneau Shepell on Twitter and Connect with Idan on Linkedin.
We talk to the founder and CEO of Masterworks, Scott Lynn, about how he started the company to let people invest in artwork without needing the millions to invest personally.
Follow Masterworks on Facebook and Linkedin.
You don’t have to be ultra wealthy to invest in art. Scott Lynn, founder of Masterworks, tells us about buying “shares” in blue-chip artwork. Then, Morneau Shepell’s latest Financial Wellbeing Index. Idan Shlesinger takes us through highlights. And, Greg Davies from Oxford Risk on how financial advisors can help clients deal with emotional investing. And, Junior Achievement Canada’s Investment Strategies program. Jennifer Holmes Weier from JA Central Ontario and Julian Kokhanovskyy, program participant, will tell us more. Plus, the difference between a financial advisor and a financial coach with Tanya Oliva from Fin$mart.
To find out more about the guests check out:
- Masterworks: Facebook | Linkedin
- Morneau Shepell: Twitter
- Idan Shlesinger: Linkedin
- Oxford Risk: Twitter
- JA Central Ontario: Twitter | Instagram | Facebook
- Fin$mart: Fin$mart |Twitter | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | Linkedin
As part of our financial blogger spotlight, we focus on Liquid Independence at his blog Freedom 35 Blog.
Follow the blog on Twitter and Facebook.
We talk to Michael Meyer, founder of Obolx, a new life planning app that helps you visualize your future health and wealth milestones.
Follow Obolx on Twitter and connect with Michael on Twitter.
Rethink the wedding ceremony with Pop Up Chapel Co. We have the founder, Lynzie Kent, join us to talk about how they are offering a unique experience for couples looking for a more simple wedding without all the hassle.
Follow Pop Up Chapel Co. on Facebook.
We have Paige Wilson, founder of Naborforce, join us to talk about their service which connects older adults to community members who can provide companionship and care.
Follow Naborforce on Facebook.