Moolala: Money Made Simple with Bruce Sellery
995 episodes - English - Latest episode: 12 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
Full Episode: Why there are so few female financial advisors?
November 24, 2020 12:50 - 53 minutes - 49.5 MBWhy are there so few female financial advisors? This is the question Judy Paradi from StrategyMarketing.ca explores in a new white paper. Then, there is a growing need for mental health disability claims. Nainesh Kotak from Kotak Personal Injury Law tells us how to make a claim. And, financial planning for families with someone with a disability. Graeme Treeby, founder of the Special Needs Planning Group, tells us about the Henson Trust. Plus, Credit Counselling Canada’s new “Bill of Rights”...
Financial Blogger Spotlight: High Interest Savings
November 18, 2020 12:49 - 7 minutes - 5.34 MBAs part of our financial blogger spotlight we focus on Peter Keung and his blog, High Interest Savings. Connect with Peter and High Interest Savings on Twitter and Facebook.
Financial Blogger Spotlight: High Interesting Savings
November 18, 2020 12:49 - 7 minutes - 5.34 MBAs part of our financial blogger spotlight we focus on Peter Keung and his blog, High Interesting Savings. Connect with Peter and High Interest Savings on Twitter and Facebook.
Dear Shareholder: What You Can Learn From Shareholder Letters
November 18, 2020 12:48 - 9 minutes - 6.49 MBWe talk to Lawrence Cunningham and he joins us to talk about his book Dear Shareholder: The Best Executive Letters from Warren Buffett, Prem Watsa and other great CEOs. Connect with Lawrence on Twitter.
Planning For Illness and Death
November 18, 2020 12:47 - 11 minutes - 7.91 MBWe talk to the founder of Patient Pathways, Connie Jorsvik, a senior healthcare navigator and patient advocate. She is here to tell us about her book “Advance Care Planning: Prepare for Serious Illness by Sharing your Wishes for Future Health and Personal Care.” You can find out more about Patient Pathways on Facebook.
Endowments For Families
November 18, 2020 12:46 - 8 minutes - 5.7 MBWe talk to Vince Annable, the founder of Wealth Strategies Advisory Group and the Household Endowment Model. He breaks down why the endowment model can also make sense for families. Find out more about The Household Endowment on Facebook.
Making Great Food Affordable
November 18, 2020 12:45 - 9 minutes - 6.28 MBFood expert, Claire Tansey, heard on CBC Radio and seen on Cityline joins us to talk about how to make great food affordable. Connect with Claire on Facebook.
Full Episode: Signed, Warren Buffett: Lessons from shareholder letters
November 17, 2020 12:59 - 56 minutes - 52.4 MBWhy you should read a company’s shareholder letter. Lawrence Cunnigham takes us through his book Dear Shareholder. Then, keeping great food affordable. Cookbook author Claire Tansey shares tips from Dinner, Uncomplicated for making a tasty home cooked meal without breaking the bank. And, the financial challenges that come with preparing for a serious illness. Connie Jorsvik tells us about her book Advanced Care Planning: Prepare for Serious Illness by Sharing Your Wishes for Future Health an...
Full Episode: Signed, Warren Buffet: Lessons from shareholder letters
November 17, 2020 12:59 - 56 minutes - 52.4 MBWhy you should read a company’s shareholder letter. Lawrence Cunnigham takes us through his book Dear Shareholder. Then, keeping great food affordable. Cookbook author Claire Tansey shares tips from Dinner, Uncomplicated for making a tasty home cooked meal without breaking the bank. And, the financial challenges that come with preparing for a serious illness. Connie Jorsvik tells us about her book Advanced Care Planning: Prepare for Serious Illness by Sharing Your Wishes for Future Health an...
The Importance of Power of Attorney
November 11, 2020 12:49 - 8 minutes - 5.7 MBWe talk to Suzana Popovic-Montag, a managing partner at Hull and Hull LP, about having a Power of Attorney and why it is important. Connect with Suzana on Twitter and find out more about Hull and Hull LP on Facebook.
Financial Blogger Spotlight: Tawcan
November 11, 2020 12:48 - 6 minutes - 4.32 MBAs part of our financial blogger spotlight we focus on Bob Lai and his blog, Tawcan. Connect with Bob on Twitter, Facebook and Instagram .
Investing In Women-Led Businesses
November 11, 2020 12:47 - 9 minutes - 6.76 MBWe talk to the co-founder of The51, Shelley Kuipers, about how women face systemic barriers in starting companies and how they want to change that with their platform. Connect with The51 on Twitter and Instagram
Finance Is A Source For Good
November 11, 2020 12:46 - 10 minutes - 7.25 MBWe talk to JC de Swaan, lecturer in the economics department at Princeton University, about his latest book 'Seeking Virtue in Finance: Contributing to Society in a Conflicted Industry. Find JC on the Princeton University site.
5 Minute Money Tasks
November 11, 2020 12:45 - 8 minutes - 5.92 MBAccomplish '5 minute money tasks' with a newsletter from Easy Money by Policygenius. We talk to the deputy managing editor of Easy Money, Hanna Horvath about their newsletter. Connect with Hanna on Twitter and sign up for the newsletter.
Full Episode: Investing In Women-Led Businesses
November 10, 2020 12:45 - 53 minutes - 49.1 MBInvesting in talented female entrepreneurs pays off, says Shelley Kuipers. She’s a co-founder of The51, a financial feminist platform that provides access to capital for women-led businesses. Then, why and when you should get a Power of Attorney. Suzana Popovic-Montag from Hull and Hull LLP takes us through everything we need to know about POAs. And, five-minute money tasks with Easy Money’s Hannah Horvath. Plus, Seeking Virtue in Finance: Contributing to Society in a Conflicted Industry -- ...
Picking The Right Retirement Income Option
November 04, 2020 12:49 - 8 minutes - 5.81 MBWe talk to Scott Johnston, the resident expert of ETF's for Vanguard about their recently launched Vanguard Retirement Income ETF Portfolio as well as the different retirement income options that are out there. Connect with Vanguard on Twitter and Linkedin
Buying Your First Home With A Hybrid Mortgage
November 04, 2020 12:48 - 8 minutes - 5.81 MBWe talk to Meridian Credit Union's Director of Product Development, Carolyn Devic, to find out more about their hybrid mortgage for those looking to buy their first home.
Designing A Retirement Income
November 04, 2020 12:47 - 9 minutes - 6.51 MBWe talk to Kurt Rosentreter, a Senior Financial Advisor at Manulife Securities, about managing your retirement cash flow and designing a retirement income to lower the tax. Connect with Kurt on Twitter, Facebook and Linkedin
Turning Back Time With The Stock Market
November 04, 2020 12:46 - 7 minutes - 5.4 MBGene Natali, CEO of Troutwood, joins us to tell us more about their Time Portal App where you can go into any period in history to see how an investment in the stock market might have worked. Connect with Gene on Instagram, Facebook and LinkedIn
Chasing Your Dreams And Finding The Job You Love
November 04, 2020 12:45 - 9 minutes - 6.54 MBWe talk to Tracy Timm, the author of 'Unstoppable: Discover Your True Value, Define Your Genius Zone, and Drive Your Dream Careers', and the founder of the Nth Degree Career Academy as she shares us her tips on how you can find the job you love. Find out more from Tracy on Twitter , Facebook and on Instragram with @thetracytimm & @journeytoyourdreamjob
Full Episode: Finding Your Dream Job During The Pandemic
November 03, 2020 12:59 - 54 minutes - 50.2 MBDon’t give up on your dream job just because there’s a pandemic. Tracy Timm tells us about her recent book Unstoppable: Discover Your True Value, Define Your Genius Zone, and Drive Your Dream Career. Then, a blast from the stock market’s past. Gene Natali tells us about the Time Portal App that lets you see how an investment in the stock market might have worked during any point in history. And, a new hybrid mortgage from Meridian Credit Union. Plus, designing your retirement income stream w...
The Use Of Factor Investing with ETFs
October 28, 2020 11:49 - 7 minutes - 5.57 MBWe talk to Benjamin Felix, a portfolio manager at PWL Capital, about the use of factor investing with ETFs and if it's really worth it. Check out his white paper on factor investing here. Connect with Benjamin on Twitter. Subscribe to his YouTube channel, Common Sense Investor and podcast Rational Reminder.
Get A Second Opinion On Your Financial Advisor
October 28, 2020 11:48 - 7 minutes - 5.45 MBWe talk to the founder and CEO of AdviceCheck, Jesse Kaufman, on how their platform provides investors with assessments of financial advisors to get a second opinion to make sure they are on the right track. Connect with Jesse on Facebook and Linkedin.
How The Pandemic Has Affected The Price of Food
October 28, 2020 11:47 - 9 minutes - 6.59 MBWe talk to Sylvain Charlebois, senior director of the 'Agri-Food Analytics Lab' at Dalhousie University about how the pandemic as affected food sales and the price we pay for groceries. Connect with Sylvain on Twitter
Living for FIRE Movement
October 28, 2020 11:46 - 7 minutes - 5.54 MBWe talk to Chrissy Kay about her blog Eat Sleep Breathe FI' on how she is truly living the FIRE Movement, which stands for 'Financial Independence, Retire Early'. Connect with Chrissy on Twitter, Instagram , Facebook or find out more on the podcast, Explore FI Canada.
Personal Finance For Kids With KiddieNomics
October 28, 2020 11:45 - 9 minutes - 6.71 MBWe talk to Stacey Brown and her nine-year old daughter Miki about getting kids engaged in the world of personal finance with their weekly webinar for kids called KiddieNomics. Find out more about KiddieNomics on Instagram and watch their show on YouTube .
Full Episode: KiddieNomics: A Personal Finance Zoom Class For Kids
October 27, 2020 11:55 - 53 minutes - 49.6 MBTeaching your kids all about money. Stacy Brown and her nine-year-old daughter Miki tell us about their personal finance Zoom class for kids called KiddieNomics. Then, assessing your financial advisor. Jesse Kaufman tells us how his AdviceCheck service determines if your advisor is doing a good job. And, online grocery shopping isn’t cheap. Sylvain Charlebois from the Agri-Food Analytics Lab at Dalhousie University takes us through the cost. Plus, Factor Investing with PWL Capital’s Benjamin...
DIY Investing
October 21, 2020 11:49 - 9 minutes - 6.34 MBWe talk to Lucy Becker from IIROC about whether DIY investing is the right thing for you. Connect with Lucy on Twitter and Facebook
Why You Need an Opportunity Fund and Not An Emergency Fund
October 21, 2020 11:48 - 8 minutes - 5.8 MBWe talk to Pax Planning's Natasha Knox on why she refers to an emergency fund as an 'opportunity fund'. Reach out to Natasha on Twitter and Facebook.
The Growing Trend of Personal Bankruptcies and What Can Be Done
October 21, 2020 11:47 - 8 minutes - 5.68 MBWe talk to Shawn Stack from Brownwich and Smith about the expecting increase in personal bankruptcies and what can be done about it. You can find Shawn on Twitter and Facebook.
The Growth of the Bartering Economy
October 21, 2020 11:46 - 8 minutes - 5.79 MBWe talk to the president and CEO of BarterPay, John Porter, about how the bartering economy will grow in the future. To connect with John find him on Twitter.
Economic Violence
October 21, 2020 11:45 - 10 minutes - 7.59 MBWe talk to personal finance expert and founder of the Money Coach, Lynette Khalfani-Cox, about how black communities and not only facing racial violence but they also face something known as economic violence. To connect with Lynette you can find her on Twitter, Facebook and Instagram.
Full Episode: A history lesson on economic violence and anti-black racism
October 20, 2020 11:45 - 56 minutes - 52.3 MBDifferent communities have endured “Economic Violence” for many years. Personal finance expert Lynnette Khalfani-Cox will be here to tell us how African-Americans have specifically been impacted. Then, could you function in a world without traditional currency? John Porter from BarterPay will tell us how he’s trying to match businesses to trade goods and services instead of money. And, has the pandemic led to a rise in personal bankruptcies? Shawn Stack from Bromwich and Smith tells us more ...
The Crazy Ride of the Stock Market and Online Investment Trends from the Last Six Months
October 14, 2020 11:49 - 7 minutes - 5.55 MBWe talk to the President of BMO's InvestorLine, Silvio Stroescu and the online investments trends that he has seen in the last six months. To find out more connect with Silvio on Twitter and Facebook
Putting The Spotlight on Mint Worthy
October 14, 2020 11:48 - 9 minutes - 6.28 MBWe talk to Vanessa Bowen about her personal finance blog Mint Worthy. To find out more connect with Vanessa on Instagram and Facebook and check out her blog, Mint Worthy.
Spotlighting J.D. Power's 2020 Canada Credit Card Satisfaction Study
October 14, 2020 11:47 - 8 minutes - 5.58 MBWe talk to John Cabell from J.D. Power about the results from their 2020 Canada Credit Card Satisfaction Study. To find out more connect with John on Twitter
Having a Real Conversation About Investing In Gold
October 14, 2020 11:46 - 8 minutes - 6.24 MBWe talk to Som Seif at Purpose Investments about why we should be paying attention to investing in gold right now. To find out more connect with Som on Twitter
How Canada's First-Ever Black Entrepreneurship Program Will Work
October 14, 2020 11:45 - 7 minutes - 5.29 MBWe talk to the interim CEO of VanCity, Christine Bergeron about their involvement with the first ever Black Entrepreneurship Program that the Federal Government started. To find out more connect with Christine on Twitter and LinkedIn as well about Vancity on Twitter and LinkedIn
Full Episode: Canada’s first-ever Black Entrepreneurship Program
October 13, 2020 11:50 - 52 minutes - 48.2 MBThe Federal Government has launched Canada’s first-ever Black entrepreneurship program, in partnership with the financial industry. Christine Bergeron from Vancity will be here to talk about how it works. Then, is gold overbought? Oversold? Or just right? Som Seif from Purpose Investments is a believer and he’ll tell us why. And, how investor behaviour has changed throughout the pandemic. Silvio Stroescu from BMO InvestorLine will tell us some online investment trends he’s seen over the past...
Buy Now, Pay Later Services
October 07, 2020 11:49 - 7 minutes - 5.28 MBWe talk to Wayne Pommen, president and CEO of PayBright, a service that lets you pay for products in installments. We get an inside look on how this services works. Connect with Wayne on Twitter and LinkedIn
Tax Tips From The Grumpy Accountant
October 07, 2020 11:48 - 8 minutes - 5.74 MBWe have The Grumpy Accountant, Neal Winokur, join us to give us some tips when it comes to filing taxes. Connect with Neal Winokur aka The Grumpy Accountant on Twitter, Instagram and Facebook
Insight into the World of Wealth
October 07, 2020 11:47 - 10 minutes - 7 MBWe talk to author Jennifer Risher about her book, We Need To Talk: A Memoir About Wealth. Check out Jennifer's website for more information.
A Will Should Be At The Top Of Your List
October 07, 2020 11:46 - 9 minutes - 6.26 MBWe talk to the co-founder of Epilogue, Daniel Goldgut, about how Canadians can easily create a will online with them. Connect with Daniel @ Epilogue at Twitter, Instagram and Facebook
Why You Might Need A Little Bit Of Math To Help Kickstart Your Financial Goals
October 07, 2020 11:45 - 9 minutes - 6.67 MBWe talk to financial coach and creator of the Math Plus Mindset approach, Hadriano Leo, to tell us about the "money mindset" and why you might need a little bit of math to help kickstart your financial goals. Connect with Hadrio on Facebook & Twitter
Full Episode - Life for the Ultra Wealthy
October 06, 2020 11:55 - 54 minutes - 50.8 MBIf only you’d got a job at Microsoft in the early 1990s. Well, Jennifer Risher did, and it made her very wealthy. We’ll discuss her new book. We Need to Talk: A Memoir About Wealth. “Buy-now-pay-later” is a compelling idea. But it comes at a cost. We’ll talk to Wayne Pommen from PayBright to find out how this installment payment provider works. And, the Money Mindset movement. Hadriana Leo, financial coach, shares her tips of how you can gain financial success mixing the mindset an...
How Has The Pandemic Impacted Investors And Their Decisions
September 30, 2020 11:54 - 8 minutes - 5.92 MBWe talk to Michael Tracey, senior advisor of behavioural insights of the investor office at the OSC, to give us insight on how the pandemic has impacted investors and their decisions. Find Michael on Twitter
How Employers Can Help Parents Save For Their Kids Education
September 30, 2020 11:53 - 7 minutes - 5.22 MBWe talk to Canada Life's vice-president of product and experience, Ryan Weiss, about their new RESP employee benefit that can help parents save for their kids education. Find Ryan on LinkedIn
Should You Keep Your Pension Or Take The Commuted Value
September 30, 2020 11:52 - 8 minutes - 5.76 MBWe talk to the vice president and portfolio manager at TriDelta Financial Partners Inc., Matthew Ardrey, about how to make the decision on keeping your pension or taking the commuted value. Find Matthew on Twitter
Making Transfer Fees More Transparent
September 30, 2020 11:51 - 8 minutes - 5.63 MBWe talk to Nick Lembo, Head of Growth for the Americas for TransferWise, about how their app differs from using a bank and how it can save you money in the gig economy. You can find Nick on Twitter | Facebook
How The Pandemic Has Impacted The Divorce Rates
September 30, 2020 11:50 - 9 minutes - 6.89 MBWe talk to the Vice President of Wealth Management at Meridian, Dilys D’Cruz, about the pandemic has impacted divorce rates and how you can plan for a financial change during this time. Find Dilys on Twitter