Moolala: Money Made Simple with Bruce Sellery
1,014 episodes - English - Latest episode: 7 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Supporting Indigenous Communities in the Finance Industry
March 20, 2024 11:47 - 11 minutes - 15.6 MBWe talk to Clint Davis, CEO of Cedar Leaf Capital, about how they are the first Indigenous-owned investment dealer in Canada created through an agreement between Scotiabank, two Indigenous owned corporations and a First Nation. He joins us to tell us more about the significance of this partnership. Connect with Clint on LinkedIn, Facebook and X/Twitter.
A Budgeting App for Canadians
March 20, 2024 11:46 - 12 minutes - 16.6 MBThere are so many budgeting apps out there that makes a choice for one difficult. One app out there is called Wilbur and it is developed in Canada for Canadians. To take us through how it works we are joined by CEO Mike Rodenburgh. Find out more at wilburbudget.com and connect on Instagram and X/Twitter. Connect with Mike on LinkedIn.
Selling Surplus Groceries To Stop Food Waste
March 20, 2024 11:45 - 14 minutes - 19.3 MBThe app, Too Good To Go is hoping to address the problem of unsold food from restaurants or grocery stores by allowing businesses to sell their surplus to customers at a discounted price. To tell us more about how it work Sarah Soteroff, Senior PR Manager at To Good To Go, joins us. Find out more at toogoodtogo.com and connect on Instagram and X/Twitter . Connect with Sarah on Instagram and X/Twitter.
Too Good To Go: An App That Helps Businesses and Consumers Reduce Food Waste | Full Episode
March 19, 2024 11:50 - 54 minutes - 75.5 MBSaving money while reducing food waste. Sarah Soteroff tells us about the app Too Good To Go and how it works. Then, testing your ‘scam sense’. Vivianne Gauci from HomeEquity Bank tells us about their online quiz that hopes to bring more awareness about fraud. And, the first Indigenous-owned investment dealer in Canada. It’s called Cedar Leaf Capital. CEO Clint Davis tells us what they hope to achieve. Plus, we’ll speak with Mike Rodenburgh, co-founder and CEO of a budgeting app called Wi...
Money Behaviour with Couples
March 13, 2024 11:48 - 12 minutes - 17.6 MBWhen you finally talk about money with your partner and you find out that one is a spendthrift and one is a tightwad, what do you do. Behavioural scientist, Scott Rick’s new book – ‘Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships’ may be the book for you. Rick joins us to take us through the book. Find out more at scottrick.com and connect on Instagram, X/Twitter, and Facebook.
Rent or Buy
March 13, 2024 11:47 - 13 minutes - 18.2 MBThe rent or buy has been a question for decades and even more so now with both housing costs and renting costs going through the roof could ‘rentership’ be the best thing. Adrian Rocca, CEO of Fitzrovia, strongly believes that rentership is the future. He joins us to talk about renting vs buying and what innovation is occurring. Connect on Instagram and Facebook.
Overcoming The Barriers To Financial Literacy
March 13, 2024 11:46 - 7 minutes - 10.6 MBGetting financial literacy is important for everyone but sometimes there are barriers to accessing the tools and resources needed to learn about money. BMO Smart Progress is an interactive learning platform which has recently expanded to include a new website with curated learning modules for First Nations, Inuit, and Métis communities in Canada. To take us through it we are joined by Gayle Ramsay, head of everyday banking at BMO. Connect with BMO on Instagram, Facebook, and X/Twitter.
A Dating App With A Twist
March 13, 2024 11:45 - 12 minutes - 16.6 MBWith the many dating apps out this one might be the most interesting. It’s called ‘SCORE’ and it includes your credit score. It’s from the financial platform ‘Neon Money Club’ and co-founder Luke Bailey joins us to tell us how it works. Connect on with Luke on Instagram. Find out more about Neon Money Club at joinneon.com and connect on Instagram and X/Twitter.
Dating and Your Credit Score: A Dating App For People With Good Credit | Full Episode
March 12, 2024 11:50 - 52 minutes - 72.3 MBOnline dating is an ever changing game. In addition to nice photos, one dating app is asking for your credit score before you can swipe right. Luke Bailey from Neon Money Club tells us about SCORE. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships. And, financial education for Indigenous communities. Gayle Ramsay from BMO joins u...
An App For New Canadians For Culture
February 27, 2024 12:48 - 10 minutes - 14.8 MBWhile there are lots of resources for new Canadians including finding a place to live, getting access to credit, and finding a job. One thing that may be hard to find is culture. Daniel Bernhard, CEO of The Institute for Canadian Citizenship, joins us to talk about their app called the Canoo Access Pass for new Canadian Citizens and what is available on the app. Connect with the ICC on X/Twitter, Facebook, LinkedIn and Instagram.
What’s In Your Purse
February 27, 2024 12:47 - 12 minutes - 17.5 MBYou can tell a lot about someone from digging into their handbag. Now you might know more about other with the ‘In Your Purse; series from writer Lindsey Stanberry. She joins us to talk more about her series. Find out more at The Purse and connect with Linsdey on Instagram.
Snowplow Parenting
February 27, 2024 12:46 - 11 minutes - 15.5 MBThe economy right is different for your adult children then it was for you when you were leaving the nest and becoming financially independent. You may feel inclined to help them with bills or other financial obligations and by doing so you are becoming a ‘snowplow parent’. Teresa J.W. Bailey, a Senior Wealth Financial Strategist at Waddell & Associates, joins us to talk about this and why it is not always feasible for the parents. Connect with Teresa on LinkedIn.
Leadership and Life Skills Through Improv
February 27, 2024 12:45 - 12 minutes - 17.8 MBWe have Tracy Shea-Porter, CEO and co-founder of Yes Unlimited, join us to talk about her book ‘Yes, And Business Evolution: Improv Skills for Leadership and Life’ and how to put it into practice. Find out more at yesunlimited.ca and connect on LinkedIn.
“Snowplow Parents” - Is Helping Your Kids Avoid Financial Challenges Actually Harmful? | Full Episode
February 27, 2024 12:45 - 53 minutes - 73.9 MBHelping your children avoid financial challenges. There are pros and cons to being a “Snow Plow Parent” says Teresa J.W. Bailey, certified financial planner and Senior Wealth Strategist at Waddell & Associates. Then, using improv to become a better leader. Tracy Shea-Porter, CEO and Co-Founder of Yes Unlimited, takes us through her book The "Yes, And" Business Evolution: Improv Skills for Leadership and Life. And all the things you can learn by digging into someone’s purse. Lindsey Stanberry...
The Behavioural Science of Money
February 20, 2024 12:48 - 13 minutes - 18.1 MBIt really helps to know and understand how the brain works when it comes to money. Now financial advisors have a new resource from BEworks, a course to help give financial advisors insight to help them strengthen their relationships with clients. We have behavioural scientist with BEworks, Michelle Hilscher, to take us through the course. Connect with Michelle on LinkedIn.
Side Hustles From The Employer’s View
February 20, 2024 12:47 - 13 minutes - 18 MBWith so many people pursuing side hustles these days it works really well for the employees but how does it work for the employer. We have Wilma Reyes and Kevin Kliman, both from Humi, to give us the employee/employer view. Connect with Humi on Twitter/X and Facebook.
What Options Are There To Pay Off Your Debt
February 20, 2024 12:47 - 11 minutes - 15.9 MBThere are many options when it comes to paying off your debt if you are struggling. Non-profit credit counsellors offer a debt consolidation program, licensed insolvency trustees offer a consumer proposal and bankruptcy filing and those will be the focus. We have Shelley Koehli, a licensed insolvency trustee with Harris & Partners, join us to take us through those options. Connect with Harris & Partners on LinkedIn, Facebook, Instagram and YouTube. Connect with Shelley on LinkedIn.
Entrepreneurship Through Acquisition
February 20, 2024 12:46 - 12 minutes - 17.5 MBEntrepreneurship doesn’t necessarily mean that you have to start from nothing, you can start from something. Scott Stirrett, CEO of Venture for Canada, joins us to talk about entrepreneurship through acquisition. Find out more at scottstirrett.com and connect on Twitter/X and LinkedIn.
“Entrepreneurship Through Acquisition”: How To Buy, Not Build, a Business | Full Episode
February 20, 2024 12:45 - 56 minutes - 78 MBSome entrepreneurs build something from scratch. But another pay is to buy a business, something called “entrepreneurship through acquisition”. Venture for Canada’s Scott Stirrett takes us through how it works. Then, a boss who supports your side gig. Kevin Kliman and Wilma Reyes from Humi tell us about the benefits of letting your employees pursue their passions. And the difference between a consumer proposal and bankruptcy. Shelley Koehli, licensed insolvency trustee at Harris & Partners...
What is the Cost To Owning A Car
February 14, 2024 12:48 - 11 minutes - 15.5 MBWe have seen how high inflation is impacting our day to day lives and how it affects everything from buying groceries to buying a car. And when it comes to cars there are a number of expenses that should be taken into consideration. Matt Hands, VP of Insurance for ratehub.ca, joins us to break down how much does it cost on average to own a car in Canada and tips to cut those costs. Find out more at ratehub.ca and connect on Twitter(X) and Facebook.
Looking At New Rules for Money
February 14, 2024 12:47 - 13 minutes - 18.2 MBWe talk to personal finance journalists, Julia Carpenter and Bourree Lam, about their new book from the Wall Street Journal called The New Rules For Money. The book helps readers navigate the unique financial challenges. Click here to purchase the book. Connect with Julia on Twitter(X), Instagram and TikTok and connect with Bourree on Twitter(X) and Instagram.
Resources for Newcomers to Canada in an All-In-One App
February 14, 2024 12:46 - 12 minutes - 17.1 MBIt can be information overload with all the resources available for newcomers to Canada and PeaceGeeks is trying to make it easier to get the right information they need. Jennifer Freeman, CEO of PeaceGeeks, joins us to talk about the app they have developed called ‘Welcome to Canada’ and how it works. Find Jennifer on LinkedIn. Connect with PeaceGeeks on LinkedIn, Facebook, Twitter(X) and Instagram. Connect with Welcome To Canada on LinkedIn, Facebook, Twitter(X) and TikTok.
Walking a Mile in an Anti-Poverty Simulator
February 14, 2024 12:45 - 9 minutes - 12.9 MBThe United Way Simcoe Muskoka has created a online tool in partnership with Rocket Innovation called the ‘living in my shoes anti-poverty simulator’ aimed at raising awareness. Chief Executive and Philanthropy Officer, Brian Shelley, join us to share more on how the tool works. For more about the simulator visit uwsimcoemuskoka.ca and connect on Facebook, Twitter(X), and Instagram.
How Much It Costs To Own a Car In Canada | Full Episode
February 13, 2024 12:45 - 53 minutes - 73 MBAn app for newcomers called “Welcome to Canada”. PeaceGeeks CEO Jennifer Freeman takes us through its features. Then, what it’s like living in poverty. Brian Shelley, Chief Executive and Philanthropy Officer at United Way Simcoe Muskoka, tells us about their ‘Living in My Shoes Anti-Poverty Simulator’ And, how much it costs to own a car in Canada. Matt Hands, VP of Insurance for ratehub.ca, breaks down the expenses. Plus, we’ll speak with Julia Carpenter and Bourree Lam, co-authors of The Ne...
Financial Literacy is Not a One Size Fit All
February 07, 2024 12:48 - 12 minutes - 17.2 MBWe have Ellyce Fulmore, a queer and neurodivergent financial educator and found of Queerd Co, join us to talk to us about her book; Keeping Finance Personal: Ditch the “Shoulds” and the Shame and Rewrite Your Money Story. Find out more at queerdco.com and connect on Instagram and TikTok.
Canada Planning To Reduce The Criminal Rate of Interest with Jason Mullins
February 07, 2024 12:47 - 13 minutes - 18.4 MBDid you know that there is a “Criminal Rate of Interest” and now after 4 years the government of Canada is planning to reduce it by 13% to 35%. Some welcome this and some have concerns on how it will impact certain consumers. Here is from the lenders point of view with Jason Mullins, CEO of lender Go Easy. Connect with Jason on Instagram and Facebook.
Loud Budgeting & Soft Saving
February 07, 2024 12:46 - 10 minutes - 14.8 MBThe current financial trend is “loud budgeting” and “soft saving”. For a closer look at what these two trends really are we have Lesley-Anne Scorgie, personal finance columnist and founder of MeVest, join us. Find out more at mevest.ca and connect on Instagram, X(Twitter), and Facebook.
Canada Planning To Reduce The Criminal Rate of Interest with Donna Borden
February 07, 2024 12:46 - 13 minutes - 18.5 MBDid you know that there is a “Criminal Rate of Interest” and now after 4 years the government of Canada is planning to reduce it by 13% to 35%. Some welcome this and some have concerns on how it will impact certain consumers. Here is from the low to moderate income point of view with Donna Borden, leader of ACORN Canada. Connect with Donna on X(Twitter), and Facebook.
“Loud Budgeting” and “Soft Saving”: A Look at the Latest Personal Finance Trends on TikTok | Full Episode
February 06, 2024 12:50 - 56 minutes - 77.5 MB“Loud Budgeting” and “Soft Saving” are the latest TikTok trends. Personal finance columnist Lesley-Anne Scorgie takes us through what they’re all about. Then, the federal government plans to lower the criminal rate of interest. Donna Borden from Acorn Canada tells us how the cap might tackle predatory lending. And, Jason Mullins from goeasy Ltd., shares why he thinks the policy might have unintended consequences for borrowers. Plus, we’ll speak with Ellyce Fulmore, financial educator and fou...
Don’t Buy a Car, Subscribe To One
January 24, 2024 12:48 - 11 minutes - 15.4 MBBuying a car is expensive. So, many choose to finance or lease their car instead. But that is still a costly commitment. For those who may not need a car for a long-term there now is Roam, a car subscription service. Founder and CEO, Apoorv Gupta, joins us to tell us what exactly it is and how it works. Find out more at Roam Auto and connect with Facebook, Instagram, LinkedIn.
What is a HENRY?
January 24, 2024 12:47 - 12 minutes - 17.2 MBThere is a new person in town called HENRY and it is not your next door neighbour, it is a ‘High Earner, Not Rich Yet’ individual whose household net worth is high but don’t feel wealthy. Andy Smith, executive director of financial planning for Edelman Financial Engines, joins us to give us more on this term and why people feel like that. Find out more at edelmanfinancialengines.com and connect on X(Twitter), Facebook and Instagram.
Can We Live To a 150 and What Does That Do To Financial Planning
January 24, 2024 12:46 - 11 minutes - 15.9 MBThere could be a time in the near future where we can live to 150 years old and how would that affect retirement savings. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us to talk about how the financial planning industry has it wrong when it comes to giving retirement advice. Find out more about Darren on YouTube and LinkedIn.
What Is a Scholarship Trust
January 24, 2024 12:45 - 12 minutes - 16.7 MBWe are joined by Aravind Sithamparapillai, an associate at Ironwood Wealth Management, to break down everything you need to know about what a scholarship trust is before jumping into that decision and how it differs from an RESP. Connect with Aravind on LinkedIn, X(Twitter) and Instagram.
How Living Longer Can Impact Your Retirement Plan | Full Episode
January 23, 2024 12:50 - 54 minutes - 75.5 MBIf you’re considering saving for your child’s education using a group RESP or scholarship trust, there are some things you should be aware of first. Aravind Sithamparapillai from Ironwood Wealth Management is here to tell us how they work. Then, what happens to our finances if we live longer? Darren Coleman from Coleman Wealth at Raymond James tells us what he says the financial planning industry has wrong about retirement. Then, the rise of people who consider themselves to be ‘high earner...
Money Date
January 17, 2024 12:58 - 10 minutes - 15.1 MBWhile it can be uncomfortable talking about money in any relationship but it is important to talk about it. One way to start is to have a ‘money date’. Vanessa Bowen, chartered professional accountant, money coach and founder of financial services Mint Worthy Co., joins us to take us through what a ‘money date’ is and how it works. Find out more at mintworthy.co and connect on Instagram.
Adding Investing to Financial Literacy for Kids
January 17, 2024 12:47 - 11 minutes - 16.3 MBKids and money are a topic on this show but most times we cover the basics of cash flow and debt. Pavi Toor believes there is a place for investing in financial literacy, specifically, investing in dividend paying stocks. Pavi runs a non-profit called Young Guns Weightlifting and Boxing Club and author of Learn 2 Invest Kid and he joins us to explain of why it is important. Find out more at learn2investkid.com and connect on Instagram and Facebook.
The Cost of a Child in Canada
January 17, 2024 12:46 - 10 minutes - 15.1 MBThe cost of living has gone up in almost every category of life but how much does it cost to raise a child. We talk to Sandy Yong, personal finance writer, TEDx and keynote speaker, about her piece in MoneySense about how much does it cost to raise a child in Canada. Connect with Sandy on LinkedIn, Facebook, Instagram, and X(Twitter).
The Cost of Adding a Furry Friend To Your Family
January 17, 2024 12:45 - 15 minutes - 20.8 MBIf you are thinking of adding a furry addition to your family, it comes with a cost. We talk to Dr. Matthew Richardson, veterinarian and president of the Ontario Veterinary Medical Association, about how much you need to budget and break down some of the important costs when it comes to caring for a pet. Find out more at ovma.org and connect on Facebook, X(Twitter), and LinkedIn.
Managing the High Cost of Living | Full Episode
January 16, 2024 12:50 - 56 minutes - 78.2 MBThe cost of living is ridiculously high these days. We’ll talk about budgeting for pet care with Dr. Matthew Richardson, president of the Ontario Veterinary Medical Association. And, for kids. Personal Finance Writer Sandy Yong is here with new insight from MoneySense. Then, why you should go on a ‘Money Date’. Vanessa Bowen, founder of Mint Worthy Co is here to talk about how it works. Plus, We’ll speak with Pavi Toor about his book Learn 2 Invest Kid and his focus on dividend paying sto...
Giving To Charity More Effectively
January 10, 2024 12:48 - 12 minutes - 17.6 MBWe talk to Craig Swistun, portfolio manager at Lexicon Financial Group, about how to give to charity more effectively and how to make your money go farther when donating. Find out more at lexiconfinancialgroup.ca and connect on X(Twitter).
Inflation Isolation
January 10, 2024 12:47 - 11 minutes - 15.9 MBHigh inflation can cause stress and anxiety for many of us and it has gotten to a point where you stopped socializing or going out in efforts to save money. This is called ‘inflation isolation’. Caryl Newbery-Mitchell, senior vice president at licensed insolvency trustee MNP Debt, joins us to talk about the warning signs and how you can deal with it. Find out more at bankruptcy.mnpdebt.ca and connect on X(Twitter), Facebook, Instagram and LinkedIn.
How To Improve Your Income
January 10, 2024 12:46 - 12 minutes - 16.7 MBThere are two main levers to your money, increase your income and cut your expenses. While we talk more about cutting expenses but how can you improve your income. Career coaching may help. We talk to Taylor Urquhart, Director of Client Success and head of Indeed Job Squad, about what exactly is career counselling and how it can help. Connect with Indeed on X(Twitter) and Facebook.
Emergency Plan vs Emergency Fund
January 10, 2024 12:45 - 12 minutes - 17 MBWhile you have been told time and time again that you need an emergency “Fund”. Ed Rempel, a fee-for service financial planner, tax accountant and creator of the Unconventional Wisdom blog, takes us through why he thinks you need an emergency “Plan” instead. Catch all of Ed’s content at edrempel.com and connect on X(Twitter), Facebook and LinkedIn.
Why You Need an Emergency “Plan”, Not Just an Emergency “Fund” | Full Episode
January 09, 2024 18:54 - 56 minutes - 77.6 MBWhy you need an emergency “plan” instead of an emergency “fund”. Ed Rempel, fee-for service financial planner and tax accountant explains. And, navigating your career. Taylor Urquhart, director at Indeed, is here to take us through the career counselling process. Then, how the high cost of living is impacting our mental health. Caryl Newbery-Mitchell, Senior Vice President at MNP, tells us about ‘inflation isolation’. Plus, We’ll speak with Craig Swistun, portfolio manager at Lexicon Financi...
A Gift Registry for Money Instead of Gifts
December 13, 2023 12:48 - 9 minutes - 13.1 MBGift registries have been around for a long time and it makes things easy for people to get something that you need but as the cost of living increases, cash gifts can go a long way. Giftstart is a baby registry platform that has a cash fund feature. CEO Scarlett Li-Goshawk joins us to tell us how it works. Find out more at giftstart.ca and connect on Instagram, Facebook and LinkedIn.
What Are Fraudsters Doing These Days To Target Shoppers
December 13, 2023 12:47 - 12 minutes - 17.6 MBWhen you are shopping on a budget that last you want is to become a victim to fraud and identify theft. So what are fraudsters doing nowadays to target shoppers and how can you prevent it. We are joined by Senior Compliance Officer of Consumer Advocacy at Equifax Canada, Julie Kuzmic, as she goes through what we should be watching out for. Connect with Julie on X(Twitter) and LinkedIn.
Mitigating the Risk of Buying a House
December 13, 2023 12:46 - 11 minutes - 16.4 MBRight now looking for a home can be a difficult task and getting one that isn’t good makes it even more difficult. How can you mitigate the risk of buying a house that has a troubling past. Clay Jarvis, real estate and financial expert at NerdWallet Canada, joins us to tell us how a home’s past might impact property value and what you should be looking for. Find out more and connect on X(Twitter), Instagram and Facebook.
Attachment Styles Can Affect Your Financial Well Being
December 13, 2023 12:45 - 12 minutes - 17.5 MBIf you are in a relationship it is important to talk about money with your partner. But you may not always see eye to eye and that may have something to do with your past history and what’s called ‘attachment style’. Ed Coambs, a certified financial planner and therapist, joins us to share how he helps couples understand how their unique attachment styles can impact their shared financial life. Connect with Ed on Instagram and LinkedIn.
How Attachment Can Impact Financial Well Being | Full Episode
December 12, 2023 12:50 - 54 minutes - 75.3 MBWhat your attachment history has to do with your financial well being. Certified financial planner and therapist Ed Coambs explains. And, a look at some of the most common fraud trends. Julie Kuzmic from Equifax Canada shares her fraud prevention tips. Then, how prospective home buyers can find out if the property has a troublesome past. Clay Jarvis from NerdWallet tells us what to look out for. Plus, We’ll speak with Scarlett Li-Goshawk, CEO of Giftstart, about their new cash fund feature ...
The Behaviours of Improving Your Financial Situation
December 06, 2023 12:48 - 12 minutes - 16.7 MBWanting to improve your financial situation but not finding it easy to spring into action and do it. We have behavioral science consultant and researcher, Youval Aberman, joins us to take us through the reasons that we shy away from handling our financial matters.