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.
…
continue reading
1
The Wealthy Barber’s Extra-Terrestrial Counterpart
12:01
12:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:01
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
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 c…
…
continue reading
1
A Finance App That Comes With a Financial Planning Tool
11:06
11:06
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
11:06
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.…
…
continue reading
1
Managing Money For Newcomers
13:03
13:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
13:03
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 w…
…
continue reading
1
The Biggest Winner Competition: Learning How to Trade ETFs Without the Risk | Full Episode
52:26
52:26
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
52:26
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 …
…
continue reading
1
Your Digital Footprint In The World of Divorce
11:06
11:06
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
11:06
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
1
Challenges Pro Athletes Face When It Comes To Managing Money
12:35
12:35
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:35
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
1
Models For Building Healthy Relationships
15:12
15:12
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:12
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
1
The Love Languages and Money: Insight to Improve Your Long-Term Relationships | Full Episode
55:40
55:40
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
55:40
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 …
…
continue reading
1
New Ideas and Technology | Best of Ep 5
51:31
51:31
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
51:31
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 addi…
…
continue reading
1
All About Budgeting | Best of Ep 4
50:09
50:09
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
50:09
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 …
…
continue reading
1
All About Money | Best of Ep 3
57:22
57:22
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
57:22
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 Mone…
…
continue reading
1
Investing For Your Future | Best of Ep 2
53:20
53:20
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
53:20
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…
…
continue reading
1
Get Out of Debt, Get Back Into Life | Best of Ep 1
54:22
54:22
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
54:22
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 u…
…
continue reading
1
Are Canadians Stressed About Money
10:54
10:54
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:54
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 …
…
continue reading
1
Buy & Sell Your Appointments and Reservations
14:20
14:20
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
14:20
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 appoin…
…
continue reading
1
Earning Money Matters Too
22:54
22:54
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
22:54
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.…
…
continue reading
1
Ask Like an Auctioneer - How to Ask for More and Get It | Full Episode
52:35
52:35
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
52:35
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 so…
…
continue reading
1
Elective Medical Procedures and Ways to Finance Them
12:01
12:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:01
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 …
…
continue reading
1
Up Close and Personal With the Portfolios of Finance Pros in Canada
10:46
10:46
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:46
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 barbaras…
…
continue reading
1
Understanding Car Insurance Rates
10:46
10:46
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:46
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
1
How to Learn the Skills Needed in Today’s Job Market
15:30
15:30
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:30
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…
…
continue reading
1
A Peek into the Portfolios of Professional Money Managers | Full Episode
55:56
55:56
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
55:56
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 Resu…
…
continue reading
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…
…
continue reading
1
Mortgage: Is it a Part of Your Financial Planning
10:34
10:34
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:34
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…
…
continue reading
1
Understanding How You Manage Your Money
12:24
12:24
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:24
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
1
Debating a Math Answer in Class
12:02
12:02
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:02
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…
…
continue reading
1
The Hedge Fund in Your Pantry: Saving Money by Investing in the Common Goods | Full Episode
51:40
51:40
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
51:40
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 throu…
…
continue reading
1
Combatting Meme Stock Investing With A Long-Term View
12:06
12:06
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:06
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 …
…
continue reading
1
A Hippocratic Oath For Financial Advisors
10:10
10:10
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:10
Should your financial advisor to a “hippocratic oath” like your doctor. Well John De Goey, portfolio manager with Designed Securities Ltd., believes that they should. He joins us now to share on what is his reasoning. Connect with John on X and LinkedIn.Bruce Sellery tarafından oluşturuldu
…
continue reading
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.…
…
continue reading
1
Best Way to Pay on Vacation
11:28
11:28
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
11:28
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 …
…
continue reading
1
The Best Way to Pay When Travelling Abroad | Full Episode
50:03
50:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
50:03
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 investin…
…
continue reading
1
The Never-Ending Password Loop
11:33
11:33
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
11:33
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.…
…
continue reading
You may love money but does money love you? According to Julia Carlson 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…
…
continue reading
1
Canada’s Investment Problem
22:01
22:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
22:01
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.…
…
continue reading
1
Investing in Canada: Lessons From the Fogo Island Inn | Full Episode
49:11
49:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
49:11
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…
…
continue reading
1
Investing in Real Estate Without Spending The Big Bucks
10:45
10:45
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:45
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.…
…
continue reading
1
The ‘Entry Point’ For The Stock Market
10:43
10:43
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:43
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/Twitte…
…
continue reading
1
Taking On More Debt To Address The Affordability Crisis
11:56
11:56
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
11:56
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.Bruce Sellery tarafından oluşturuldu
…
continue reading
1
Breaking Up With Your Bank
11:56
11:56
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
11:56
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. Fi…
…
continue reading
1
How to Break up With Your Bank and Find a New One | Full Episode
51:57
51:57
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
51:57
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.…
…
continue reading
1
Getting Only Advice From a Financial Planner
10:41
10:41
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:41
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 Inst…
…
continue reading
1
Vote Better For Better Equality
12:41
12:41
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:41
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 t…
…
continue reading
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 Bus…
…
continue reading
1
Having Difficult Conversations With Aging Adults in Your Life
14:03
14:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
14:03
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 La…
…
continue reading
1
Navigating the Challenges of Aging Parents | Full Episode
55:51
55:51
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
55:51
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-auth…
…
continue reading
1
Financial Literacy for Kids
12:25
12:25
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:25
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 i…
…
continue reading
1
Balancing The Household Tasks
13:52
13:52
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
13:52
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.…
…
continue reading