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

Economic Violence

October 21, 2020 11:45 - 10 minutes - 7.59 MB

We 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 MB

Different 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

The 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

  If 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 

Full Episode - Navigating your finances in this “New Normal”

September 29, 2020 12:00 - 53 minutes - 49.8 MB

Planning 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

Many 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

Many 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

Themed 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

Keeping 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 MB

We 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 MB

We 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 MB

We 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 MB

We 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 MB

We talk to author Kelley Keehn about her latest book Talk Money To Me: Save Well. Spend Some and feel good about your money.

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