Sinopsis
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.
Episodios
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The Decumulation Part of Retirement
02/10/2024 Duración: 12minMost 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.
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Understanding the “Decumulation” Phase of Retirement | Full Episode
01/10/2024 Duración: 55minHow 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 person
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The Wealthy Barber’s Extra-Terrestrial Counterpart
25/09/2024 Duración: 12minEveryone 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.
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Put Your Trading Strategies to the Test
25/09/2024 Duración: 09minDo 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.
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A Finance App That Comes With a Financial Planning Tool
25/09/2024 Duración: 11minThere 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.
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Managing Money For Newcomers
25/09/2024 Duración: 13minNewcomers 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.
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The Biggest Winner Competition: Learning How to Trade ETFs Without the Risk | Full Episode
24/09/2024 Duración: 52minLearning 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 t
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Your Digital Footprint In The World of Divorce
18/09/2024 Duración: 11minWe 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.
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Challenges Pro Athletes Face When It Comes To Managing Money
18/09/2024 Duración: 12minWe 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.
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The Costs of Sports Betting
18/09/2024 Duración: 09minWhile 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.
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Models For Building Healthy Relationships
18/09/2024 Duración: 15minDr. 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.
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The Love Languages and Money: Insight to Improve Your Long-Term Relationships | Full Episode
17/09/2024 Duración: 55minHow 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 be
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New Ideas and Technology | Best of Ep 5
06/08/2024 Duración: 51minWhat 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 perso
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All About Budgeting | Best of Ep 4
30/07/2024 Duración: 50minLiving 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. 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 i
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All About Money | Best of Ep 3
23/07/2024 Duración: 57minHow 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
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Investing For Your Future | Best of Ep 2
16/07/2024 Duración: 53minBest 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 C
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Get Out of Debt, Get Back Into Life | Best of Ep 1
09/07/2024 Duración: 54minNavigating 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
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Are Canadians Stressed About Money
26/06/2024 Duración: 10minMoney 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.
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Buy & Sell Your Appointments and Reservations
26/06/2024 Duración: 14minThink 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.
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Earning Money Matters Too
26/06/2024 Duración: 22minMoney 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.