Moolala:  Money Made Simple with Bruce Sellery artwork

Moolala: Money Made Simple with Bruce Sellery

995 episodes - English - Latest episode: 12 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

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.

Financial Blogger Spotlight: Her First $100K

December 16, 2020 12:45 - 9 minutes - 8.99 MB

As part of our financial blogger spotlight we focus on Tori and her blog, Her First 100K. Connect with Tori on Twitter, Facebook and Instagram.

Full Episode: The Retirement Downsizing Myth: Why Seniors Are Staying Put

December 15, 2020 12:55 - 58 minutes - 53.7 MB

The retirement downsizing myth: Why many seniors are choosing to stay put and how this will impact their financial plan, with Jason Heath from Objective Financial Partners. Why a consumer proposal might not be necessary or even helpful. Karim Nanji from Marble Financial provides some alternatives. Then, Canada’s very first pension plan for doctors. James Pierlot, founder and CEO of Blue Pier tells us all about it. And, using behavioural insights to protect older investors. Tyler Fleming tell...

Financial Blogger Spotlight: Your Best Friend's Guide To Cash

December 09, 2020 12:56 - 8 minutes - 8.21 MB

As part of our financial blogger spotlight we focus on Kara Gammell and her blog, Your Best Friend's Guide To Cash. Connect with Kara on Twitter, Facebook and Instagram.

Making The Most Of The Guaranteed Income Supplement

December 09, 2020 12:49 - 9 minutes - 8.42 MB

We talk to John Stapleton, writer and founder of Open Policy Ontario, about the ins and out and making the most of your GIS (Guaranteed Income Supplement).

Using Your Office Party Budget For Charity

December 09, 2020 12:48 - 8 minutes - 8.17 MB

We talk to the president and CEO of CanadaHelps, Marina Glogovac, about their new initiative called Holiday Party Heroes which is asking businesses to donate the money they would have spent on the annual holiday parties this year to charity. Find CanadaHelps on Twitter, Instagram and Facebook.

The Story of Money

December 09, 2020 12:47 - 8 minutes - 7.94 MB

We talk to author Fred Kaufman about his new book, The Money Plot: A History of Currency's Power to Enchant, Control, and Manipulate. We explore the origin of money and how it became so important in our culture. Connect with Fred on Facebook

Lending and Borrowing Money With Fellow Canadians

December 09, 2020 12:45 - 8 minutes - 7.55 MB

We talk to the CEO of goPeer, Marc-Antoine Caya, about how they are looking to disrupt the traditional lending model by helping Canadians to lend and borrow money from each other. Find goPeer on Twitter and Instagram and connect with Marc-Antoine on Twitter

Full Episode: Peer-to-Peer Lending: Never lend money to a friend -- but what about a stranger?

December 08, 2020 12:55 - 56 minutes - 52 MB

Not having your annual office christmas party this year? Marina Glogovac from CanadaHelps tells us how you can donate the unused money to charity through a new initiative called Holiday Party Heroes. Then, a new financial startup allowing Canadians to lend and borrow from each other called goPeer. CEO Marc-Antoine Caya tells us all about it. And, the history of money and how it’s been used. Fred Kaufman takes us through his book The Money Plot: A History of Currency's Power to Enchant, Contr...

Being Resilient In The Search of Financial Independence

December 02, 2020 12:49 - 9 minutes - 9.06 MB

We talk to certified financial planner and financial advisor, Jackie Porter, about her journey of resilience in getting to financial independence and lessons she learned along the way. Connect with Jackie on Twitter, Facebook and Instagram.

What Are Canadians Asking Google About Finance

December 02, 2020 12:48 - 6 minutes - 5.87 MB

We talk to SEMrush's global spokesperson and head of communications, Fernando Angulo, about what are the biggest searches Canadians are doing online about personal finance. Connect with Fernando on LinkedIn.

Millennials And Their Outlook on Home Buying After The Pandemic

December 02, 2020 12:47 - 9 minutes - 8.69 MB

We talk to Monique Johnson, real-estate representative at Your Happy Realtor and creator of Newly Listed Toronto, about how the pandemic has impacted Millenials and their outlook on home buying. Connect with Monique on Facebook and Instagram.

Where To Report Wrongdoing By Your Financial Institution

December 02, 2020 12:46 - 8 minutes - 8.02 MB

There are many options out there that you should consider when reporting wrongdoing by your financial institution. We talk to Jessie Armour about the Osgoode Hall Law School's "Investor Protection Clinic" video series project she helped lead. Follow the Twitter feed of the Investor Protection Clinic here and connect with the Osgoode Hall Law School on Twitter.

Getting Kids Engaged In The Topic of Money With The Price of Pizza

December 02, 2020 12:45 - 9 minutes - 8.74 MB

We talk to the host of the podcast Million Bazillion, Jed Kim, about the need to kids engaged in the topic of money using items like the price of pizza. Connect with Jed on Twitter.

Full Episode: Millennials On The Move: Home Buying Trends for 2020

December 01, 2020 12:50 - 55 minutes - 50.6 MB

How do you “right a wrong” when it comes to your financial institution? Tips from the Investor Protection Clinic’s Jessie Armour. Then, what Canadians are searching for online when it comes to their personal finances. Fernado Angulo from SEMrush tells us about his analysis. And, Millennials on the move. Monique Johnson from Your Happy Realtor has tips for first time homebuyers. Plus, A new podcast about money for kids called Million Bazillion. Host Jed Kim tells us more. And, certified finan...

Bill Of Rights For Canadians in Debt

November 25, 2020 12:49 - 7 minutes - 6.63 MB

We talk to the CEO of Credit Counselling Canada, Michelle Pommells, about the Bill of Rights for Canadians in Debt that they created. Connect with Credit Counselling Canada on Twitter and Facebook.

Where Are All The Female Financial Advisors

November 25, 2020 12:48 - 8 minutes - 7.66 MB

We talk to Judy Paradi from StrategyMarketing.ca about the white paper she co-authored on why there are so few female financial advisors and why it is important to increase the numbers. Connect with Strategy Marketing on Twitter.

Supporting Those With Disabilities

November 25, 2020 12:47 - 8 minutes - 7.94 MB

We talk to the founder of the Special Needs Planning Group, Graeme Treeby, about the Henson Trust and how it is specifically designed to support those with disabilities.

How To Make Mental Health Disability Claims

November 25, 2020 12:46 - 8 minutes - 7.46 MB

We talk to Nainish Kotak, the founder of Kotak Personal Injury Law, about how to make mental health disability claims and how it works. Connect with Nianish on Facebook .

Financial Blogger Spotlight: Save Spend Splurge

November 25, 2020 12:45 - 11 minutes - 10.2 MB

As part of our financial blogger spotlight we focus on Sherry and her blog, Save Spend Splurge. Connect with Sherry on Twitter, Facebook and Instagram.

Twitter Mentions

@brucesellery 126 Episodes
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