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 - Navigating your finances in this “New Normal”
September 29, 2020 12:00 - 53 minutes - 49.8 MBPlanning for financial change during a divorce. Dilys D’Cruz, from Meridian, will talk about how to navigate through this change. And, Matthew Ardrey, vice president and portfolio manager at triDelta Financial Partners Inc., will share some tips on whether or not you should keep your pension or take its commuted value. Then, sending money abroad. Nick Lembo from TransferWise tells us how this app lets you send money without the hidden fees. Plus, Michael Tracey will be here to tell us about ...
Money Hacks That Can Improve Your Personal Finances
March 18, 2020 10:34 - 8 minutes - 6.05 MBWe talk to the creator of MapleMoney, Tom Drake, about his financial experiments and money hacks for those looking to improve their personal finance. Connect with MapleMoney on Twitter and Facebook.
Kick-Start Your Savings Routine
March 18, 2020 10:33 - 6 minutes - 4.76 MBWe talk to Credit Karma's Monisha Sharma about some tips that can help kick-start your savings routine without getting off track. Find out more about Credit Karma on Twitter and Facebook.
The Financial Cost Of Trauma
March 18, 2020 10:32 - 8 minutes - 5.96 MBWe talk to an editor at LowestRates.ca, Lisa Coxon, about what unexpected expenses come with a trauma experience. Connect with Lisa on Twitter and find out more about LowestRates.ca on Facebook.
The Cost of Divorce
March 18, 2020 10:31 - 7 minutes - 5.2 MBWe talk to Laura Paris, an associate lawyer at Shulman & Partners LLP, about the divorce process and the most surprising costs people are not aware of. Find out more about Shulman on Twitter and Facebook.
When Plans Don't Work Out
March 18, 2020 10:30 - 9 minutes - 6.74 MBWe talk to Lesley Poole, president of Next Chapter, about navigating through the most difficult changes in life - like retirement. Find Lesley on Twitter.
Full Episode - Resilience: How to overcome the financial potholes you’ll face
March 17, 2020 10:30 - 50 minutes - 29.3 MBMany Canadians are unaware of the high costs associated with divorce. Shulman Law Firm’s Laura Paris is here to take us through these often surprising costs. And, the expensive road to healing. Lisa Coxon, editor and writer for LowestRates.ca is here to tell us about the financial costs of trauma. Then, reaching your financial goals without having to leave your couch. Credit Karma’s Monisha Sharma is here with some tips on how to kickstart your savings. Plus, personal finance blogger Tom Dra...
The Four Phases Of Retirement
March 11, 2020 10:34 - 9 minutes - 6.85 MBWe talk to the managing director of strategic market for Hartford Funds, Michael Lynch on what the four phases of retirement are. Find out more about Hartford Funds on Twitter and Facebook.
Discussing Taboo Topics At Work
March 11, 2020 10:33 - 9 minutes - 6.73 MBWe talk to Nathan Hamilton, director and industry analyst at the Ascent, about their new study called Money Talk: Over One Thousand Employees Discuss Taboo Topics At Work. Find out more about The Ascent on Twitter and Facebook.
Benefitting From Lower Fees
March 11, 2020 10:32 - 8 minutes - 5.84 MBWe talk to Dale Roberts from Cut The Crap Investing about understanding how investment fees work and how lower fees could benefit Canadians.
Retiring By Yourself
March 11, 2020 10:31 - 7 minutes - 5.03 MBWe talk to Amy Dietz-Graham, a portfolio manager and investment advisor at BMO Private Wealth, about retiring on your own and what that has to do with your finances. Find BMO on Twitter and Facebook.
All About Funeral Insurance
March 11, 2020 10:30 - 10 minutes - 7.24 MBWe talk to Lorne Marr, director of business development at LSM Insurance, about what funeral insurance is and does it make financial sense.
Full Episode: Is Funeral Expense insurance really worth it?
March 10, 2020 10:30 - 55 minutes - 32 MBMany Canadians are paying higher investment fees than they have to. Dale Roberts, creator of the Cut The Crap Investing blog, is here to tell us why he believes in lower fees. And, financial planning for the 12 Million single Canadian out there. Amy Dietz-Graham from BMO Private Wealth identifies what’s different and how to manage it. Then, would you talk about your money at the office? Nathan Hamilton, from The Ascent reviews their latest study called Money Talk: Over One Thousand Employees...
Retirement Special: Themed Retirement Communities
March 04, 2020 11:35 - 11 minutes - 16.5 MBWe talk to Sue Johansen from A Place For Moms about the idea of themed communities for senior citizens.
Retirement Special: Why Women Need To Save More Then Men For Retirement
March 04, 2020 11:34 - 8 minutes - 6.24 MBWe talk to Rubina Ahmed-Haq on why women need to put away more of their income to enjoy the same retirement life as men.
Retirement Special: How Much To Spend During Retirement
March 04, 2020 11:33 - 9 minutes - 6.63 MBWe talk to Fred Vettese about how to figure out if you are spending too much or too little during retirement.
Retirement Special: We Won’t Retire Even When We Can
March 04, 2020 11:32 - 9 minutes - 6.89 MBWe talk to author Michelle Silver about why people don’t want to stop working even when they can retire.
Retirement Special: White Collar Retirement Planning
March 04, 2020 11:31 - 9 minutes - 6.89 MBWe talk to Kurt Rosentreter from Manulife about the 3 big financial goals that often come together at almost the same time.
Retirement Special: How Behavioral Economics Can Help With Retirement Planning
March 04, 2020 11:30 - 9 minutes - 6.93 MBWe talk to Melaina Vinski from PwC about how behavioral economics can help save for your retirement.
Full Episode: Retirement Special
March 03, 2020 11:30 - 1 hour - 37.9 MBThemed retirement communities are a growing trend, for teachers, nuns and and even nudists (!) We’ll talk to Sue Johansen, from A Place For Mom, about the idea. And, if you had the choice to stop working right now, would you? Michelle Silver joins us to talk about her book, Retirement and Its Discontents: Why We Won’t Stop Working Even If We Can. Then, Melaina Vinski from PwC tells us how understanding behavioral economics can help you save for your retirement; Actuary Fred Vettese on how to...
The Climate Impact Pledge
February 26, 2020 17:49 - 7 minutes - 5.54 MBWe talk to John Heppner, head of US stewardship and sustainable Investments at Legal & General. We discuss taking on the climate impact pledge and nudging other companies to do the same. Find Legal & General on Twitter here and here.
Building A Snowman
February 26, 2020 17:48 - 6 minutes - 4.78 MBWe talk to author, Steven Arnott, about his book Snowman's Guide to Personal Finance. Check out more about the book on Twitter.
Transitioning Into Retirement
February 26, 2020 17:47 - 9 minutes - 6.45 MBWe talk to author, Patricia Doyle, about her book and blog, Retirement Transition. Click here to check out the Retirement Transition blog.
The Money Mammals
February 26, 2020 17:46 - 8 minutes - 6.21 MBWe talk to the creator of The Money Mammals, John Lanza. The Money Mammals are designed to help teach young people about money through songs, videos and books. Click here to check out The Money Mammals site.
Keeping Track Of Your Investments
February 26, 2020 17:45 - 10 minutes - 7.09 MBWe talk to the CEO of Wealthica, Simon Boulet, on how they are giving you the option of keeping all of your investments in one portfolio so you can stay on track. Find Wealthica on Twitter and Facebook.
Full Episode: Getting the complete picture on your investments
February 25, 2020 11:30 - 53 minutes - 31.2 MBKeeping track of various investment accounts can be complicated. Simon Boulet, CEO of Wealthica, is here to tell us how his fintech start-up will make it easier. And, how to raise your money smart kids. John Lanza introduces us to his Money Mammals, a cast of cute, cuddly animals that know a thing or two about personal finance. Then, managing the change from worker bee to retiree. Patricia Doyle, author of Retirement Transition, is here to share her tips on how you can best prepare for this ...
Monetizing Soft Skills
February 19, 2020 11:34 - 8 minutes - 5.86 MBWe talk to the founder of Directions Canada, Anne Taylor, about her latest book called 'Soft Skills, Hand Results: A practical guide to people skills for analytical leaders.
The Case For Longer-Term Mortgages
February 19, 2020 11:33 - 8 minutes - 5.72 MBWe talk to Michael Feldman, a partner at Torys LLP about his report on the case for longer-term mortgages that would have a positive effect on the Canadian Market.
The Ten Commandments Of Investor Behaviour
February 19, 2020 11:32 - 9 minutes - 6.43 MBWe talk to behavioral finance expert, Daniel Crosby, as shares his ten commandments and how they can help advisors manage their clients' needs.
The 12 Biggest Retirement Financial Questions
February 19, 2020 11:31 - 9 minutes - 12.9 MBWe talk to personal finance writer David Aston about his article 'The Sleep-Easy Retirement Guide. Which answers the 12 biggest financial questions that keep you up at night.
Talking About Money
February 19, 2020 11:30 - 9 minutes - 6.64 MBWe talk to author Kelley Keehn about her latest book Talk Money To Me: Save Well. Spend Some and feel good about your money.
Full Episode: The Sleep-Easy Retirement Guide: Is this new book better than cocoa and melatonin?
February 18, 2020 11:30 - 54 minutes - 31.5 MBIs planning retirement planning causing you stress? Personal finance writer David Aston tells us about his new book, The Sleep-Easy Retirement Guide: Answers to the 12 biggest financial questions that keep you up at night. Then, Kelley Keehn, author of Talk Money to Me, shows you how to stop leaving money on the table. And, Anne Taylor, founder of Directions Coaching, has tips on how to monetize your soft skills, from her book Soft Skills, Hard Results: A practical guide to people skills for...
Five Year Countdown To Retirement
February 05, 2020 16:04 - 8 minutes - 4.78 MBWe talk to Dilys D'Cruz, head of Meridan Financial Wealth and takes us through the five year countdown to retirement plan.
Planning Your Finances
February 05, 2020 16:03 - 7 minutes - 4.63 MBWe talk to author Larry Wilson about his book "Living Your Dream: A Practical Resource to Enhance Personal Wealth Creation and Management". Which provides readers with easy to understand advice to help you plan your finances.
Retiring Wealthy
February 05, 2020 16:02 - 8 minutes - 4.75 MBWe talk to author Christine Ibbotson about her book "Retire Debt-Free and Wealthy"
Financial Service Tools For All Levels Of Income
February 05, 2020 16:01 - 8 minutes - 4.97 MBWe talk to the executive director at Momentum, Jeff Loomis, about how they are looking at different ways to support lower income earners with financial services.
Tax Implications In The Gig Economy
February 05, 2020 16:00 - 10 minutes - 6.18 MBWe talk to Lisa Gittens, a senior tax expert from H&R Block Canada about how to navigate the tax implications when working in the gig economy.
Full Episode: Income Tax for Gig Economy Workers
February 04, 2020 11:30 - 53 minutes - 31.2 MBMore people than ever are participating in the gig economy. But are they doing right by the CRA? Lisa Gittens, Senior Tax Expert from H&R Block Canada, discusses some important tax implications. And Jeff Loomis, executive director of Momentum, is here to tell us how fintech can help lower income Canadians grow their savings. Then, Christine Ibbotson, on her new book How to Retire Debt-Free and Wealthy,and Larry Wilson on his new book Living Your Dream: A Practical Resource to Enhance Persona...
Financial Advice In The Next Decade
January 29, 2020 11:34 - 9 minutes - 5.63 MBWe talk to the president and CEO of Advocis, Greg Pollock, about what the next decade will be like for advisors in the financial industry.
Understanding The Financial Universe
January 29, 2020 11:33 - 8 minutes - 4.95 MBWe talk to author Harry Stout about his book The FinancialVerse: A Common Sense Approach For Your Money.
How To Get Rid Of Your Debt
January 29, 2020 11:32 - 9 minutes - 5.76 MBWe talk to Lisa Ernst, executive director of Savvy Ladies and Rebecca Eve Selkowe, a financial wellness expert and instructor on the course they are running called Dominate The Debt. A six-week course designed to bring financial education to women.
Navigating Insurance Claims
January 29, 2020 11:31 - 9 minutes - 5.34 MBWe talk to Nainesh Kotak, a personal injury lawyer at Kotak Law, about how to navigate the process when you are filing a disability claim with your insurance company.
Becoming Financially Successful
January 29, 2020 11:30 - 10 minutes - 5.96 MBWe talk to YouTuber, entrepreneur, and founder of the "Minority Mindset" Jaspreet Singh. He shares his tips on how to become financially successful.
Full Episode: Understanding your disability coverage
January 28, 2020 12:30 - 57 minutes - 33.3 MBGetting a handle on your money is the intersection of how you think and what you do. Financial literacy Youtuber and entrepreneur Jaspreet Singh focuses on the former. He’s here to tell us about the “Minority Mindset”. Then, understanding disability insurance. Personal injury lawyer Nainesh Kotak shares his tips on shopping for a policy, and filing a claim. We’ll look at a new online course that helps you get rid of your debt. Lisa Ernst, executive director of Savvy Ladies, and Dominate Your...
The Standard In The Finacial Advice Industry
January 22, 2020 12:34 - 10 minutes - 5.9 MBWe talk to Cary List, president and CEO of FP Canada, about how rules and requirments for the financial advice industry will look like over the next decade.
The Standard In The Financial Advice Industry
January 22, 2020 12:34 - 10 minutes - 5.9 MBWe talk to Cary List, president and CEO of FP Canada, about how rules and requirements for the financial advice industry will look like over the next decade.
How Old Age Security Fits In
January 22, 2020 12:33 - 9 minutes - 5.34 MBWe talk to Aurèle Courcelles from IG Wealth Management about how Old Age Security works and how to minimize clawbacks.
What To Do With Your Year-End Bonus
January 22, 2020 12:32 - 8 minutes - 4.89 MBWe talk to Jeremy Straub, the CEO of Coastal Wealth, about the do's and don'ts of what do to with that year-end bonus that you get.
Buying The Right Insurance
January 22, 2020 11:31 - 9 minutes - 5.34 MBWe talk to the CEO of PolicyAdvisor, Jiten Puri, about how their service helps you find the insurance policy that is right for you.
Paying Off Your Debts
January 22, 2020 11:30 - 9 minutes - 5.4 MBWe talk to Doug Hoyes, a Licensed Insolvency Trustee at Hoyes, Michalos & Associates, about the different ways to pay off your debt including filing for bankruptcy.