Moolala:  Money Made Simple with Bruce Sellery artwork

Moolala: Money Made Simple with Bruce Sellery

1,014 episodes - English - Latest episode: 7 days ago - ★★★★ - 4 ratings

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.

Investing Business
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Episodes

Investing In Music Royalites

March 03, 2021 12:48 - 8 minutes - 8.15 MB

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. Follow Antony on Twitter.

What Is The Buzz Index

March 03, 2021 12:46 - 8 minutes - 8.07 MB

We talk to Jamie Wise, founder of Buzz Indexes, about how they use social analytics and artificial intelligence to create investment insights. Follow Buzz Index on Twitter.

How To Have A Happier Relationship With Money

March 03, 2021 12:45 - 14 minutes - 13.8 MB

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.

Full Episode: Having A Happier Relationship With Your Money

March 02, 2021 12:45 - 59 minutes - 54.6 MB

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...

How To Hire A Financial Coach

February 24, 2021 12:49 - 10 minutes - 9.24 MB

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

Teaching Secondary School Students About The Stock Market

February 24, 2021 12:48 - 10 minutes - 9.72 MB

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.

Dealing With Financial Emotions

February 24, 2021 12:47 - 10 minutes - 9.71 MB

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. Follow Oxford Risk on Twitter.

Checking Your Financial Wellbeing

February 24, 2021 12:46 - 8 minutes - 7.81 MB

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.

Investing In Art Made Easy

February 24, 2021 12:45 - 11 minutes - 10.7 MB

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.

Full Episode: Own A Bit Of Basquiat: A “Mutual Fund” For High End Art.

February 23, 2021 12:59 - 55 minutes - 51.2 MB

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...

Financial Blogger Spotlight: Freedom 35 Blog

February 17, 2021 12:49 - 9 minutes - 8.43 MB

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.

Planning Your Financial Life

February 17, 2021 12:48 - 10 minutes - 9.24 MB

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.

Having A Wedding Without The Hassle

February 17, 2021 12:47 - 11 minutes - 10.3 MB

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.

Connecting Seniors With Community For Care

February 17, 2021 12:46 - 9 minutes - 8.69 MB

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.

Mental Health Support For Canadians

February 17, 2021 12:45 - 13 minutes - 12.2 MB

We talk to Nigel Branker, President of Health and Productivity Solutions at Morneau Shepell, about their partnership with Shoppers Drug Mart to help Canadians gain access to mental health programs though a program called Abiliti-CBT. Connect with Nigel on Linkedin and follow AbilitCares on Instagram and Facebook.

Full Episode: Goin’ To The Chapel - A New Way To Get Married During The Pandemic

February 16, 2021 12:55 - 58 minutes - 53.5 MB

A unique way to get married during the pandemic. Lynzie Kent, owner of the Pop-Up Chapel Co, tells us about her new approach. Then, mental health support for Canadians. Nigel Branker from Morneau Shepell tells us about AbilitiCBT.  And, focusing on older adults.  Paige Wilson tells us about Naborforce, a U.S. service that connects older adults to community members who can provide companionship and care. Plus, a new life planning app called OBOLX that helps you visualize your future health an...

Building Your Financial Knowledge

February 10, 2021 12:49 - 7 minutes - 6.73 MB

We talk to Mack Rogers, executive director of ABC Life Literacy Canada, about their online learning portal called ABC Skills Hub that offers a variety of courses to help you build your financial knowledge. Follow ABC Life Literacy Canada on Twitter and Facebook.

Making The World A Better Place

February 10, 2021 12:48 - 9 minutes - 8.69 MB

We talk to David Wells, founder of Family Capital Strategy about how the ultra-wealthy are engaging in social causes to help make the world a better place. Connect with David on Twitter.

Financial Blogger Spotlight: Boomer & Echo

February 10, 2021 12:47 - 8 minutes - 8.21 MB

As part of our financial blogger spotlight, we focus on Robb Engen and his blog, Boomer & Echo. Connect with Robb and his blog on Twitter and Facebook.

Planning A Funeral In A Pandemic

February 10, 2021 12:46 - 8 minutes - 7.59 MB

We talk to Afterword co-founder, Effie Anolik, about how their service is to help clients plan a customized, virtual experience for loved ones who have passed away. Follow Afterword on Facebook.

What You Really Pay For College

February 10, 2021 12:45 - 15 minutes - 14.7 MB

We talk to New York Times “Your Money” columnist, Ron Lieber, about his new book “The Price You Pay For College” and the hope that you will earn more money then post-secondary will cost. Connect with Ron on Twitter.

Full Episode: Does a college degree still earn you an A+ career?

February 09, 2021 12:55 - 54 minutes - 49.9 MB

How much does post-secondary education really cost? New York Times columnist Ron Lieber tells us about his new book The Price You Pay For College. Then, financial literacy for adults. Mack Rogers from ABC Life Literacy Canada tells us about the ABC Skills Hub. And, how grieving families can honour their loved ones during a pandemic. Effie Anolik, co-founder of Afterword, tells us more about a virtual memorial planning service.  Plus, how the ultra-wealthy are engaging in social causes. David...

Should Thematic ETFs Be On Your Radar

February 03, 2021 12:49 - 9 minutes - 8.62 MB

We talk to Jay Jacobs, Head of Research & Strategy at Global X, about what thematic ETFs are and why they should be on your radar. Connect with Jay on Twitter.

Making Hedge Funds More Accessible

February 03, 2021 12:48 - 9 minutes - 8.62 MB

We talk to the CEO and founder of the CARL app, Gunnar Cuevas, about how their new app makes quantitative hedge funds more accessible for regular investors. Follow CARL on Twitter.

Visualizing Your Finances

February 03, 2021 12:47 - 7 minutes - 7.36 MB

We talk to Rob Townsend, CEO of Camber, about their new tool called the Camber Dashboard which aims to help people better visualize their finances. Follow Camber on Linkedin, Facebook and Instagram. Connect with Rob on Linkedin and Twitter.

Chatbots Working In The Financial Service

February 03, 2021 12:46 - 10 minutes - 10.1 MB

We talk to the CEO of the ChatC Group, Jennifer Etchegary, about what is a chatbot and how they work in financial services. Follow the ChatC Group on Twitter, Facebook and Instagram.

Pandemic Downsizing

February 03, 2021 12:45 - 9 minutes - 9.13 MB

We talk to Keisha Telfer, co-founder of Transition Realty, about if downsizing during a pandemic for baby boomers and empty nesters. Follow Transition Realty on Facebook and Linkedin.

Full Episode: Downsizing During A Pandemic

February 02, 2021 12:55 - 55 minutes - 50.9 MB

Considering downsizing your home? Keisha Telfer from Transitions Realty tells us why she thinks now might be the best time. Then, everything you need to know about chatbots. Jennifer Etchegary from the ChatC Group is here to tell us how they work. And, a new tool that can help you visualize your finances all in one place. Camber’s Rob Townsend takes us through its new dashboard. Plus, quantitative hedge funds don’t have to be for the ultra wealthy. Gunnar Cuevas tells us all about the CARL a...

What To Know When It Comes To Saving For Retirement

January 27, 2021 12:49 - 8 minutes - 7.66 MB

We talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about his new book Everything You Need To Know About Saving For Retirement and the 20 most important financial laws to live by. Find out more about Ben at his site, A Wealth of Common Sense.

Navigating A Pandemic Divorce

January 27, 2021 12:48 - 8 minutes - 7.71 MB

We talk to Robyn Thompson, Certified Financial Planner and president of Castlemark Wealth Managment, about her three key principles to follow when navigating a pandemic divorce. Connect with Robyn on Instagram and Facebook and follow Castlemark Wealth Management on Twitter and Linkedin.

Financial Therapy

January 27, 2021 12:47 - 11 minutes - 10.3 MB

Does money cause you stress and anxiety? Financial therapist, Erika Wasserman gives us her tips on how to manage your financial wellness. Connect with Erika on Instagram and Facebook.

Financial Blogger Spotlight: Stefanie O’Connell Rodriguez

January 27, 2021 12:46 - 11 minutes - 10.4 MB

As part of our financial blogger spotlight we focus Stefanie O’Connell Rodriguez and her blog. Connect with Stephanie on Twitter and Instagram.

Demystifying Personal Finance

January 27, 2021 12:45 - 14 minutes - 13.3 MB

We talk to comedian and author Gaby Dunn about her podcast Bad With Money on how she demystifies personal finance. Connect with Gaby on Twitter and Instagram.

Full Episode: How To Manage Your Financial Wellness During Uncertain Times

January 26, 2021 12:55 - 57 minutes - 53.4 MB

Is money causing you stress and anxiety? Financial therapist Erika Wasserman shares her tips on managing your financial wellness during these uncertain times. Then, navigating your finances while going through a divorce. Robyn Thompson, president of Castlemark Wealth Management, is here with her advice on how to make the process go smoothly. And, demystifying personal finance in a fun way. Comedian and author Gaby Dunn tells us about her podcast Bad With Money. Plus, Everything You Need to K...

The Necessary Need For Disability Insurance

January 20, 2021 12:49 - 8 minutes - 8.14 MB

We talk to Lorne Marr, Director of Business Development at HUB Financial Inc., about why Canadians might need disability insurance and how important it is. Follow Lorne on Twitter and Facebook.

Making Venture Capital Funds Accessible To Everyday Investors

January 20, 2021 12:48 - 8 minutes - 7.87 MB

We talk to David Shore, OurCrowd's Vice-President of Investor Relations, about how their global venture investing platform launching its first ever venture capital fund accessible to small investors in Canada. Connect with David on Twitter and Facebook and follow OurCrowd on Twitter and Facebook.  

Get Financial Freedom With Six Proven Principles

January 20, 2021 12:47 - 8 minutes - 8.22 MB

Entrepreneur and investor David Ash joins us to talk about his new book, Simple Wealth, as well shares his 'six proven principles for financial freedom'. Find David on LinkedIn, Twitter, Facebook and YouTube.

Helping Kids Make Better Consumer Decisions

January 20, 2021 12:46 - 9 minutes - 8.91 MB

We talk to the founder of Gifting Sense, Karen Holland, about their online tool that is trying to help kids make better consumer decisions. Follow Gifting Sense on Twitter and Facebook .

The Best Budgeting Apps Out There

January 20, 2021 12:45 - 8 minutes - 8.11 MB

We talk to Enoch Omololu from Savvy New Canadians takes us through his list of the best budgeting apps available to Canadians. Follow New Savvy Canadians on Instagram and Facebook.

Full Episode: The Best Budgeting Apps Available To Canadians

January 19, 2021 12:55 - 55 minutes - 50.8 MB

Teaching your kids to make better consumer decisions. Karen Holland, founder of Gifting Sense, tells us how this online tool works. Then, need to create a budget? There’s an app for that. Enoch Omololu from Savvy New Canadians will take us through some of the best ones. And, all you need to know about disability insurance. Lorne Marr from HUB Financial Inc. will be here. Plus, six principles for financial freedom. David Ash takes us through the principles outlined in his new book Simple Weal...

Year-End Tax Planning Tips

December 23, 2020 12:49 - 8 minutes - 8.1 MB

We talk to John Waters, Vice President and Director of Tax Consulting Services for BMO Private Wealth, as he shares his best year-end tax planning tips. Find out more about BMO on Twitter and Facebook.

DIY'ing A Simple, Low Cost Portfolio

December 23, 2020 12:48 - 8 minutes - 7.57 MB

We talk to Ryan Irvine, President and CEO of KeyStone, about his DIY approach to creating a simple, diversified, low cost portfolio. Connect with Ryan on Twitter

It's Been A Charitable Year

December 23, 2020 12:47 - 9 minutes - 8.54 MB

We talk to the VP of Marketing at Benevity, Sona Khosla, about how new data from their platforms shows that more people have donated through them then ever before. Plus she shares some charitable giving trends from 2020. Connect with Sona on LinkedIn.

How To Prepare For A Down Market

December 23, 2020 12:46 - 8 minutes - 8.28 MB

We talk to Tom Bradley, chief investment officer at Steadyhand Investment Funds, about how you should prepare for a down market.

Teaching The Side Hustle

December 23, 2020 12:45 - 9 minutes - 8.88 MB

We talk to Meagan Tauber about her experience with teaching using the online platform called Outschool.

Full Episode: Uber Is Out. Outschool Is In: The e-Learning Side Hustle

December 22, 2020 16:39 - 57 minutes - 53.4 MB

Earning an extra income on Zoom. Meagan Tauber shares her experience getting paid to teach online through Outschool.  Then, navigating dips in the market. Tom Bradley from Steadyhand Investment Funds tells us why the best way to prepare for a down market is to look forward to it. And, building a DIY stock portfolio with KeyStone’s Ryan Irvine. Plus, charitable giving trends with Sona Khosla from Benevity and tax planning with John Waters from BMO Private Wealth. To find out more about the g...

Protecting Older Canadians When It Comes To Investing

December 16, 2020 12:49 - 8 minutes - 8.15 MB

We talk to Tyler Fleming, the director of the Investor Office at the Ontario Securities Commission, on how the industry can use behavioural insights to protect older Canadians when it comes to investing and why is it important to have a Trusted Contact Person. Find out more with the Ontario Securities Commission's Investor Office on Twitter and Facebook . Connect with Tyler on Twitter.  

Getting Help With A Consumer Proposal

December 16, 2020 12:48 - 8 minutes - 8.18 MB

We talk to Karim Nanji, CEO of Marble Financial, about the pro and cons of using a consumer proposal to help Canadians get out of debt and how to get out of it faster. Find more about Marble Financial on Twitter, Facebook and Instagram.

A Pension Plan For Doctors

December 16, 2020 12:47 - 9 minutes - 8.58 MB

We talk to the founder and CEO of Blue Pier, James Pierlot, about launching the first pension plan for doctors and how it works. Find out more about Blue Pier on LinkedIn.

How Not Downsizing Is Affecting The Housing Market

December 16, 2020 12:46 - 10 minutes - 9.4 MB

We talk to Jason Heath, certified financial planner at Objective Financial Partners Inc., about how seniors are not moving in droves upon retirement and how this could be affecting the housing market. Connect with Jason on Twitter and find out more about Objective Financial Partners on Facebook.

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