Moolala:  Money Made Simple with Bruce Sellery artwork

Moolala: Money Made Simple with Bruce Sellery

995 episodes - English - Latest episode: 1 day 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

Full Episode - Banking on a bonus: What to do if you’re lucky enough to get one

January 21, 2020 14:01 - 58 minutes - 33.8 MB

What you should and shouldn’t do with your year-end bonus. Jeremy Straub, the CEO of Coastal Wealth, shares his tips. Then, filing for bankruptcy. Doug Hoyes, Licensed Insolvency Trustee at Hoyes, Michalos & Associates, takes us through the different options for Canadians. And, Jiten Puri, the CEO of PolicyAdvisor, tells us how this online service works and how can help users navigate different insurance policies. Plus, we’ll talk to Aurèle Courcelles from IG Wealth Management about the Old ...

Tips To Become An Entrepreneur

January 16, 2020 11:34 - 7 minutes - 4.43 MB

We talk to Deborah McGrath, chief marketing officer and chief client officer at Echelon Wealth Partners, about tips for entrepreneurs before they decide to take the leap on their own.

Taking Time To Learn About Personal Finance

January 16, 2020 11:33 - 11 minutes - 6.46 MB

We talk to Kim Kukulowicz, senior vice president of residential sales at Equitable Bank, about stnce. An online personal finance resource hub she founded.

Improve Financial Planning Through Research

January 16, 2020 11:32 - 11 minutes - 6.5 MB

We talk to John DeGoey, chair of the FP Canada Research Foundation about its' objective to improve financial planning through research.

What's Coming Up In The Next Decade For The Financial Advice Industry

January 16, 2020 11:31 - 9 minutes - 5.63 MB

We talk to Fern Karsh of FAIR Canada about what is next for the financial advice industry in the next 10 years.

The Seven Deadly Financial Sins

January 16, 2020 11:30 - 8 minutes - 4.69 MB

We talk to Robyn Thompson, CFP and founder of Castlemark Wealth Management, about how to be a bit more "saintly" with your money.

Full Episode - The Seven Deadly Financial Sins

January 15, 2020 16:52 - 58 minutes - 33.8 MB

Leaving your nine to five job to pursue your dream. Deborah McGrath, Chief Marketing Officer at Echelon Wealth Partners, shares her tips for managing your money when you’re starting your own business. And, Castlemark’s Robyn Thompson joins us to talk about the seven deadly financial sins and how to remain virtuous. Then, an online resource for those looking to narrow the financial confidence gap. Kim Kukulowicz, Senior Vice President at Equitable Bank, tells us about “stnce”. Plus, John De G...

A 10 Year Outlook On The Financial Advice Industry

December 18, 2019 11:32 - 18 minutes - 10.6 MB

We talk to Melissa Shin, the editorial director of Advisor's Edge, on what to expect in the financial advice industry over the next 10 years.

Everyone Has A Net Worth

December 18, 2019 11:31 - 8 minutes - 4.79 MB

We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.

The Complexity of Modern Finance

December 18, 2019 11:30 - 7 minutes - 4.53 MB

We talk to the founding partner of Riverwood Capital and author of How Money Became Dangerous: The inside story of our turbulent relationship with modern finance, Chris Varelas. He gives us three action items for financial reform.

Full Episode: Tracking your net worth

December 17, 2019 11:30 - 56 minutes - 32.6 MB

Tracking your net worth. Fred Khonje, also known as Prairie Fire, is here to tell you why and how you should do the calculation. And, we’ll talk to Chris Varelas, founding partner of Riverwood Capital, about his book How Money Became Dangerous: The Inside Story of our Turbulent Relationship with Modern Finance. Then, themed retirement communities are a growing trend -- for teachers, nuns and nudists (!) We’ll talk to Sue Johansen from A Place For Mom about the idea. Plus, Melissa Shin from A...

FlipGive: An Alternative to Team Fundraising

December 11, 2019 11:34 - 8 minutes - 5.1 MB

We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.

What Happens After You Save For Retirement

December 11, 2019 11:33 - 9 minutes - 5.54 MB

We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.

Using Credit Card Points To Your Advantage

December 11, 2019 11:32 - 9 minutes - 5.7 MB

We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.

Improving Client Relations

December 11, 2019 11:31 - 9 minutes - 5.48 MB

We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.

Learn To Take Charge Of Your Finances

December 11, 2019 11:30 - 8 minutes - 4.8 MB

We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Besnainou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Bes-nai-nou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.

Full Episode: McGill University’s free online personal finance course

December 10, 2019 11:30 - 56 minutes - 32.8 MB

A new, online program from McGill is trying to bridge the financial literacy gap. Professor Isabelle Bajeux-Besnainou, Dean of the Desautels Faculty of Management, will be here to tell you about the McGill Personal Finance Essentials. And, Rasha Katabi, CEO of Brim Financial, is here to tell us how you can use credit card points to your advantage. Then, an app called FlipGive that can help your sports team raise money. Plus how to convert your RRSPs to RRIFs with Carol Bezaire, Vice Presiden...

Helping Adults Improve Their Financial Literacy Skills

December 04, 2019 11:34 - 6 minutes - 3.8 MB

We talk to both the executive director of ABC Life Literacy Canada, Mack Rogers, and the head of branch network for HSBC Canada, Jim Saclamacis, on the organizations latest Family Literacy First program.

Keeping your Family's Wealth

December 04, 2019 11:33 - 7 minutes - 4.59 MB

We talk to author Adrian Spitters about his latest book, Who's Investing Your Money, that has tips for choosing the best financial advisor that can help you build and grow your family's business wealth.

Adding Art To Your Portfolio

December 04, 2019 11:32 - 9 minutes - 5.58 MB

We talk to Sara Johnson, the director of wealth planning at BMO Private Wealth about adding art to your portfolio and what you should consider when it comes to gifting art.

Do Budget Apps Work

December 04, 2019 11:31 - 8 minutes - 4.89 MB

We talk to Chuck Howard, a PHD student at the University of British Columbia on his study of whether budgeting apps really work.

Living The "Need Less, Want Less" Lifestyle

December 04, 2019 11:02 - 9 minutes - 5.64 MB

We talk to Michael Burns, President and CEO of the Princess Margaret Cancer Foundation about their new Saving Is The New Savings initiative.

Full Episode: Do budgeting apps really help you save money?

December 03, 2019 11:30 - 53 minutes - 31 MB

Living the “need less, want less” lifestyle. Michael Burns, president and CEO of the Princess Margaret Cancer Foundation, tells us about its “Saving is the New Savings” initiative. Then, Sara Johnson, director of wealth planning at BMO Private Wealth, tells us how you can add art to your investment portfolio. And, do budgeting apps really save you money? Chuck Howard, from the University of British Columbia brings us his findings on the question. Plus Adrian Spitters’ new book Who’s Investin...

Helping Canadians With Their Finances

November 27, 2019 11:34 - 8 minutes - 5.01 MB

We talk to Kornel Szrejber on the resources his website, Build Weath Canada offers to help get Canadians a handle on their finances.

Buy Now, Pay Later

November 27, 2019 11:33 - 8 minutes - 4.88 MB

We talk to Sezzle's Canadian general manager, Patrick Chan on how they work as an installment payment company.

How Do Personality and Psychological Characteristics Affect a Portfolio

November 27, 2019 11:32 - 8 minutes - 5.07 MB

We talk to certified financial planner, Sarah Asebedo, on the findings from her study on how personality and psychological characteristics affect a portfolio.

The Difference Between Fee-Based and Fee-Only Financial Advice

November 27, 2019 11:31 - 9 minutes - 5.48 MB

We talk to the founder of Kind Wealth, David O’Leary, on the different costs associated with financial advice.

The Better Way To Choose Life Insurance

November 27, 2019 11:30 - 10 minutes - 6.21 MB

We talk to PolicyMe's co-founder and President, Laura McKay, on how they are helping Canadians find what is the best life insurance policy is for them.

Full Episode: ‘Buy now, pay later’: You can. But should you?

November 26, 2019 11:30 - 57 minutes - 33 MB

Sezzle lets you ‘buy now’ and ‘pay later’.  But is an installment payment plan right for you? Patrick Chan, General Manager of Sezzle’s Canadian business, is here to tell us how it works. Then, David O’Leary, founder of Kind Wealth, tells us about subscription based fee-only advice. And, choosing the right life insurance plan. PolicyMe’s Laura McKay, tells us about the comparison site.  And, Sarah Asebedo, certified financial planner and lead author of a new study from the American Psycholog...

Improving Financial Success For Canadians

November 20, 2019 11:33 - 10 minutes - 6.23 MB

We talk to the founder and CEO of Mylo, Philip Barrar, on how they are helping Canadians with their banking and financial advice app.

Tips On Getting Out Of Debt

November 20, 2019 11:32 - 7 minutes - 4.3 MB

We talk to Credit Canada's CEO, Laurie Campbell, on how Canadians are tackling their debt with optimism and tips on how you can get out of debt.

Credit Is A Game

November 20, 2019 11:31 - 10 minutes - 5.98 MB

We talk to author, Richard Moxley, about his book The Credit Game: Rules Every Canadian Must Know to Win.

Learning To Get Back Up Again After You Fail

November 20, 2019 11:30 - 19 minutes - 11.4 MB

We talk to author, Neil Pasricha , about his book You Are Awesome: How to Navigate Change, Wrestle with Failure, and Live an Intentional Life on being resilient in life.

Full Episode: You Are Awesome: How to be resilient in times of failure

November 19, 2019 12:00 - 59 minutes - 34.5 MB

Learning to get back up again after you fall. Neil Pasricha is here to tell us about his latest book You Are Awesome: How to Navigate Change, Wrestle With Failure, and Live and Intentional Life. Then, more of your questions about credit answered. Author and personal credit expert Richard Moxley shares insight from his book The Credit Game: Rules Every Canadian Must Know to Win. And, battling debt. Laurie Campbell, CEO of Credit Canada is here to tell us about a recent survey highlighting the...

Get Rid Of Your Points Credit Card

November 13, 2019 11:34 - 7 minutes - 4.64 MB

We talk to Jacob Jackson, founder of the Lean House Effect, on why switching to a cashback credit card is better for your bank account and also better for the planet.

Improving Your Credit Score

November 13, 2019 11:33 - 10 minutes - 5.85 MB

We talk to the Director of Consumer Advocacy for Equifax Canada, Julie Kuzmic, on how to improve your credit score and how long it is going to take.

The Top Five Money Assumptions

November 13, 2019 11:32 - 8 minutes - 5.16 MB

We talk to career coach and author of Careergasm and Career Rookie, Sarah Vermunt, about the top five money assumptions and how they are getting in your way.

Helping Your Adult Kids Buy A House

November 13, 2019 11:31 - 8 minutes - 5.2 MB

We talk to the Senior Vice President of BMO Private Wealth, Alan Desnoyers, about whether parents should help their kids buy their first house and if so how much should they give.

Financial Wellness Tips

November 13, 2019 11:30 - 10 minutes - 5.92 MB

We talk to author Keisha Blair about how she strengthened her financial identity and wellness after her husband unexpectedly died at a young age. Her book Holistic Wealth: 32 Life Lessons to Help you Find Purpose, Prosperity and Happiness offers financial wellness tips specifically geared towards women.

Full Episode: Helping your adult children buy their first home

November 12, 2019 11:00 - 56 minutes - 32.6 MB

Are you thinking of financially helping your adult children buy a home? Alan Desnoyers, Senior Vice-President of BMO Private Wealth, is here to tell you how much is too much. Then, how your assumptions about money may be getting in the way of your goals. Sarah Vermunt, career coach and founder of Careergasm, is here to take us through these assumptions and how to get over them. And, Equifax Canada’s Julie Kuzmic will tell you how to improve your credit scores and how long it will take to do ...

Where To Learn More About Investing

November 07, 2019 15:47 - 10 minutes - 6.32 MB

We talk to Michele Schneider, director of trading education from Market Gauge, about her book Plant Your Money Tree on how to understand the stock marketing better.

Is Day-Trading Still A Thing?

November 07, 2019 15:46 - 8 minutes - 4.73 MB

We talk to the founder and CEO of TRADEPRO Academy, George Papazov, on how people are still trading stocks in their PJ's. As well how others can learn more about the world of trading from their academy.

How Your Credit Score is Calculated

November 07, 2019 15:45 - 15 minutes - 9.01 MB

We talk to Equifax Canada's director of consumer advocacy, Julie Kuzmic, about where do you get your credit score from, how is it calculated, how to improve it and what does it all mean.

Tips for improving your credit score

November 05, 2019 12:30 - 51 minutes - 29.9 MB

You know it’s important to have good credit but how exactly can you improve your credit score? Julie Kuzmic, Equifax Canada’s director of consumer advocacy, shares her tips on how to build up good credit. Then, all you need to know about the stock market. Michele Schneider goes over the basics in her latest book Plant Your Money Tree. And,George Papazov, founder and CEO of TRADEPRO Academy, is here to tell us more about this online training platform to help anyone learn the basics of trading...

Using Technology To Buy and Sell Your Home

October 30, 2019 12:34 - 8 minutes - 4.92 MB

We talk to the founder and CEO of Bōde, Robert Price, about how their online platform that uses technology to help you buy and sell your home without the use of real estate agents.

Playing Investment Games

October 30, 2019 12:33 - 8 minutes - 5.12 MB

We talk to Raj Lala, President and CEO of Evolve ETF, about the new gaming ETF, HERO and how big eSports is becoming.

Causing Financial Stress

October 30, 2019 12:32 - 6 minutes - 3.9 MB

We talk to Stephanie Wolfe, an accredited financial counselor and founder of the Wolfe Collective, about the causes of financial stress and what you can do about it.

Causes of Financial Stress

October 30, 2019 12:32 - 6 minutes - 3.9 MB

We talk to Stephanie Wolfe, an accredited financial counselor and founder of the Wolfe Collective, about the causes of financial stress and what you can do about it.

Investing In Vegan On The New York Stock Exchange

October 30, 2019 12:31 - 8 minutes - 5.11 MB

We talk to Claire Smith, CEO of Beyond Investing, about the first vegan ETF on the New York Stock Exchange.

Plan Your Final Wishes With The R.I.P Bucket List

October 30, 2019 12:30 - 9 minutes - 5.79 MB

We talk to Sue Jacques about the difference between your will and your wishes and using her R.I.P Bucket List to make sure you get what you want.

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