Moolala: Money Made Simple with Bruce Sellery
1,014 episodes - English - Latest episode: 7 days ago - ★★★★ - 4 ratingsBruce 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.
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Episodes
Get Out of Debt, Get Back Into Life | Best of Ep 1
July 09, 2024 15:28 - 54 minutes - 74.8 MBNavigating 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 su...
Are Canadians Stressed About Money
June 26, 2024 11:48 - 10 minutes - 15.1 MBMoney 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.
Buy & Sell Your Appointments and Reservations
June 26, 2024 11:46 - 14 minutes - 19.8 MBThink 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.
Earning Money Matters Too
June 26, 2024 11:45 - 22 minutes - 31.5 MBMoney 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.
Ask Like an Auctioneer - How to Ask for More and Get It | Full Episode
June 25, 2024 11:50 - 52 minutes - 72.3 MBHow 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 Managemen...
Elective Medical Procedures and Ways to Finance Them
June 19, 2024 11:48 - 12 minutes - 16.6 MBIf 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.
Up Close and Personal With the Portfolios of Finance Pros in Canada
June 19, 2024 11:47 - 10 minutes - 14.9 MBWhat 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.
Understanding Car Insurance Rates
June 19, 2024 11:46 - 10 minutes - 14.9 MBOwning 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.
How to Learn the Skills Needed in Today’s Job Market
June 19, 2024 11:45 - 15 minutes - 21.4 MBBuying, 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.
A Peek into the Portfolios of Professional Money Managers | Full Episode
June 18, 2024 11:50 - 55 minutes - 76.9 MBHow 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 a...
Investing in Your Pantry
June 12, 2024 11:48 - 9 minutes - 13.6 MBYou 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.
Mortgage: Is it a Part of Your Financial Planning
June 12, 2024 11:47 - 10 minutes - 14.6 MBFinancial 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.
Understanding How You Manage Your Money
June 12, 2024 11:46 - 12 minutes - 17.1 MBParween 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.
Debating a Math Answer in Class
June 12, 2024 11:45 - 12 minutes - 16.6 MBMost 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.
The Hedge Fund in Your Pantry: Saving Money by Investing in the Common Goods | Full Episode
June 11, 2024 11:50 - 51 minutes - 71.1 MBWhat 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 a...
Combatting Meme Stock Investing With A Long-Term View
June 05, 2024 11:48 - 12 minutes - 16.7 MBA 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.
A Hippocratic Oath For Financial Advisors
June 05, 2024 11:47 - 10 minutes - 14.1 MBShould 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.
Building Credit Without a Mortgage
June 05, 2024 11:46 - 8 minutes - 12.4 MBThere 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.
Best Way to Pay on Vacation
June 05, 2024 11:45 - 11 minutes - 15.8 MBAlready 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.
The Best Way to Pay When Travelling Abroad | Full Episode
June 04, 2024 11:50 - 50 minutes - 68.8 MBCash 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 wo...
The Never-Ending Password Loop
May 22, 2024 11:47 - 11 minutes - 15.9 MBHow 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.
Does Money Love You
May 22, 2024 11:46 - 10 minutes - 14.6 MBYou 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, and YouTube.
Canada’s Investment Problem
May 22, 2024 11:45 - 22 minutes - 30.3 MBWhen 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.
Investing in Canada: Lessons From the Fogo Island Inn | Full Episode
May 21, 2024 11:50 - 49 minutes - 67.6 MBCanada 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 Managem...
Investing in Real Estate Without Spending The Big Bucks
May 15, 2024 11:48 - 10 minutes - 14.9 MBInvesting 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.
The ‘Entry Point’ For The Stock Market
May 15, 2024 11:47 - 10 minutes - 14.8 MBMichele 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.
Taking On More Debt To Address The Affordability Crisis
May 15, 2024 11:46 - 11 minutes - 16.5 MBOver 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.
Breaking Up With Your Bank
May 15, 2024 11:45 - 11 minutes - 16.5 MBWhile 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.
How to Break up With Your Bank and Find a New One | Full Episode
May 14, 2024 11:50 - 51 minutes - 71.4 MBYou 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, ...
Getting Only Advice From a Financial Planner
May 08, 2024 11:48 - 10 minutes - 14.8 MBWe 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.
Vote Better For Better Equality
May 08, 2024 11:47 - 12 minutes - 17.5 MBOne 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.
Buy Now, Pa(in)y Later?
May 08, 2024 11:46 - 11 minutes - 15.9 MBWith 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.
Having Difficult Conversations With Aging Adults in Your Life
May 08, 2024 11:45 - 14 minutes - 19.4 MBIt 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.
Navigating the Challenges of Aging Parents | Full Episode
May 07, 2024 11:50 - 55 minutes - 76.8 MBFamily 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 w...
Financial Literacy for Kids
April 24, 2024 11:48 - 12 minutes - 17.2 MBWe 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.
Balancing The Household Tasks
April 24, 2024 11:47 - 13 minutes - 19.1 MBWhose 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 Financial Therapy
April 24, 2024 11:46 - 11 minutes - 16 MBSelf-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.
Investing in Real Estate Without Picking Up a Hammer
April 24, 2024 11:45 - 12 minutes - 17.5 MBYour 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.
The Fair Play Method - Finding a New Way For Couples To Balance Tasks at Home | Full Episode
April 23, 2024 11:50 - 56 minutes - 78.3 MBHow 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 t...
Having Salary Transparency
April 10, 2024 11:48 - 11 minutes - 16.2 MBTalking 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.
How Victims of Human Trafficking Become Burdened With Debt
April 10, 2024 11:47 - 11 minutes - 15.7 MBVictims 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.
When a Reverse Mortgage Works
April 10, 2024 11:46 - 12 minutes - 17.1 MBWe 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.
Save Money By Just Asking
April 10, 2024 11:45 - 14 minutes - 20 MBHave 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.
Speak Up To Save Money | Full Episode
April 09, 2024 11:50 - 57 minutes - 78.5 MBHow 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 T...
Emerging Tech Trends Reshaping the World of Commerce
April 03, 2024 11:48 - 14 minutes - 19.3 MBThe 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.
Forensics in Accounting and Divorce
April 03, 2024 11:47 - 12 minutes - 17 MBWe 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.
Kids are Expensive
April 03, 2024 11:46 - 11 minutes - 15.8 MBRaising 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
The Importance of Black-Owned Banks
April 03, 2024 11:45 - 14 minutes - 19.8 MBWhile 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 and Children: Tips For Cutting Costs While Spending in More Meaningful Ways | Full Episode
April 02, 2024 11:50 - 59 minutes - 81.6 MBMoney 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 spe...
Testing Your ‘Scam Sense’
March 20, 2024 11:48 - 11 minutes - 15.5 MBFraudsters 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.