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.
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Episodes
Money and Singles: Insight For Those Who Are Saving Solo | Full Episode
April 18, 2023 11:55 - 54 minutes - 75.3 MBManaging your money when you’re single. Julie Shipley-Strickland takes us through her book The Canadian’s Guide to Personal Finance For Singles. And, an internet plan comparison site called PlanHub. CEO and Founder Nadir Marcos tells us how you can use it to find the right plan for your budget. Then, using social media for financial literacy. Certified Financial Planner Sam Lichtman tells us about what we can learn from platforms like TikTok and how to navigate the different content as a sta...
The New Tax-Free First Home Savings Account
April 05, 2023 11:48 - 10 minutes - 14.8 MBWe have portfolio manager Kevin Burkett join us to take us through how the new tax-free first home savings account that was just announced by the Canadian government. Connect with LinkedIn with Kevin, Burket Asset Management and Burkett & Co. Chartered Professional Accountants.
Auto Insurance Fraud
April 05, 2023 11:47 - 13 minutes - 19 MBWe take a look at auto insurance fraud and how it happens with Ratehub.ca’s VP of Insurance Matt Hands. Connect at ratehub.ca, Twitter and Facebook.
Private Mortgages – All the Info
April 05, 2023 11:46 - 13 minutes - 19.1 MBWhat if you don’t have the perfect credit rate, a solid income and some equity in your house? Where can you turn to for other options to get a mortgage. We have Frances Hinojosa, co-founder and mortgage broker at Tribe Financial Group, join us to give us all the details on private mortgages. Find out more about Tribe Financial Group at tribefinancial.com and connect on Instagram, Twitter and Facebook. Connect with Frances on Instagram and Twitter.
Helping Newcomers With Financial Literacy
April 05, 2023 11:45 - 12 minutes - 17.1 MBBMO and Immigration.ca have recently partnered together to help newcomers to Canada make progress in their financial life with a series of online tools and resources. To take us through that partnership Sumit Sarkar, head of customer growth at BMO, joins us to share his advice for newcomers. Find out more at BMO.com and connect on Twitter. Connect with Sumit on LinkedIn.
The Tax-Free First Home Savings Account: Who, What, When and Why | Full Episode
April 04, 2023 11:55 - 55 minutes - 76.3 MBA new account to help Canadians save for their first home. Portfolio manager Kevin Burkett is here to take us through the tax-free first home savings account. And, why some Canadians are relying on private mortgages to finance their homes. Mortgage broker Frances Hinojosa shares some of her concerns. Then, how to avoid auto insurance fraud. Matt Hands, Ratehub.ca’s VP of Insurance, tells us about the warning signs. Plus, helping immigrants find their financial footing. BMO partners with and...
Accessing Venture Capital for Black-led Businesses
March 29, 2023 11:48 - 12 minutes - 17.1 MBLise Birikundavyi, co-founder of BKR Capital, joins us to share on how they are making venture capital investing more accessible for Black-led companies to get funding. Find out more at bkrcapital.ca and connect on Twitter and Instagram. Connect with Lise on Twitter and LinkedIn.
How Much Gambling Is Too Much
March 29, 2023 11:46 - 13 minutes - 18.7 MBHow do you know if you have developed an addiction to gambling. Mike Bergeron, a certified non-profit credit counselor at Credit Canada, joins us to talk to us about gambling on how are some of the ways someone can recover from a gambling debt. Connect with Credit Canada on Facebook, Twitter, LinkedIn, Instagram and check out their YouTube Channel.
Know What You Are Retiring To Do
March 29, 2023 11:45 - 14 minutes - 20.2 MBWe have certified financial planner Mark McGrath join us to talk about the post he wrote about his dad and the emotional and psychological impact retirement had on him. Connect with Mark on Twitter and LinkedIn. Check out some articles from Mark.
Gambling Debt: The Warning Signs and What You Can Do About It | Full Episode
March 28, 2023 11:55 - 52 minutes - 71.6 MBInvesting in Black-led businesses. Lise Birikundavyi, managing partner and co-founder of BKR Capital, tells us how she’s trying to level the playing field and make funding more accessible for Black founders. And, Financial therapist Erika Wasserman tells us about her financial conversation cards. Then, how to know if you have a gambling problem and what to do about it. Mike Bergeron, a counselor at Credit Canada, provides ideas to help you get out of gambling debt. Plus, the emotional and p...
Investing As a New Canadian
March 22, 2023 11:48 - 12 minutes - 17 MBBeing a beginner investor can be a challenge and even more of a challenge when you are a new Canadian. Enoch Omololu, personal finance expert and founder of Savvy New Canadians, joins us to share his investing tips and how his platform provides personal finance resources. Find out more at savvynewcanadians.com and connect on Facebook, Instagram or Twitter.
Creating Wealth as Women
March 22, 2023 11:47 - 10 minutes - 14.6 MBHow do women build wealth in a way that meets their specific needs that aren’t being met in the current world of personal finance? We have Hadriana Leo, personal life coach and the founder of Money Navigator International, joins us to take us through her book Becoming a Wealthy Woman on Purpose: your guide to Creating Wealth Confidently and Unapologetically and shares her tips. Find out more at moneynavigator.ca and connect on Instagram, Facebook and LinkedIn.
Implications of Not Claiming Your Side Gig
March 22, 2023 11:46 - 10 minutes - 14.8 MBA side hustle or part-time job can bring in some extra income when you are looking to cut expenses but according to a survey from H&R Block half of Canadian gig workers are willing to risk not declaring income when filing their taxes. We have Yannick Lemay, Learning Program Lead & Tax Specialist at H&R Block, join us to take us through the implications of this strategy. Find out more at hrblock.ca and connect on Instagram and Facebook.
The Racial Wealth Disparity
March 22, 2023 11:45 - 17 minutes - 23.5 MBIt is not uncommon for Black Americans to assist family members who are in need when it comes to money, this is called the “Black Tax”. We talk to Money Coach Lynnette Khalfani-Cox about the personal essay she wrote in Vox and the racial wealth disparity she has seen first hand as a money coach and a Black woman. Find out more at lynettehalfanicox.com and connect on Facebook, Twitter, Instagram and LinkedIn.
Why You Should Declare Your Side Income on Your Tax Returns | Full Episode
March 21, 2023 11:50 - 55 minutes - 77 MBA recent survey from H&R Block found nearly half of Canadian gig workers are willing to risk not declaring their side income on their tax returns. Yannick Lemay from H&R Block Canada tells us how this can lead to some major consequences. And, the racial wealth disparity and the “Black Tax”. Money Coach Lynnette Khalfani-Cox takes us through how this impacts Black families. Then, investing tips for new Canadians. Enoch Omololu, founder of Savvy New Canadians, shares some of the differences ne...
Financial Challenges That Athletes Face
March 15, 2023 11:48 - 13 minutes - 18.3 MBWe have Paul Wylie, head of BMO Family Office Canada, join us to take us through the challenges that athletes face on and off the field and share some tips on how to handle those challenges. Connect with BMO on Twitter and Facebook.
Finding the Right Executor For Your Estate Plan
March 15, 2023 11:47 - 12 minutes - 17.5 MBComing up with an estate plan is a whole process and one important step that is often overlooked is choosing the right executor. Leanne Kaufman, president and CEO of RBC Royal Trust, joins us to talk about choosing a corporate executor. Leanne tells us what a corporate executor is and how it works. Find out more at RBC Royal Trust and connect on Twitter, Facebook and LinkedIn.
Fighting Back Against Fraud and Identify Theft
March 15, 2023 11:46 - 13 minutes - 19.3 MBJulie Kuzmic, Senior Compliance Office at Equifax Canada, joins us to talk about their recent survey that shows Canadians are fighting back against fraud and identify theft more than ever before. Julie takes us through the survey and shares some tips to help. Find out more at equifax.ca and connect on Twitter and LinkedIn. Follow Julie on LinkedIn.
Money Management Personality Tests
March 15, 2023 11:45 - 11 minutes - 16.3 MBWe take a closer look at money management personality tests with Melissa Leong, personal finance expert and author of the book, Happy Go Money. Find out more about Melissa at melissaleong.com and connect on Instagram and Twitter.
Fighting Financial Fraud | Full Episode
March 14, 2023 11:55 - 56 minutes - 78.2 MBCanadians are fighting back against fraud and identity theft more than ever, according to a new survey from Equifax Canada. Julie Kuzmic takes us through the results. And, insight into the unique financial challenges young athletes may face. Paul Wylie from BMO provides an insider look. Then, struggling to choose an executor for your will? Some people opt for a corporate executor. Leanne Kaufman, president and CEO of RBC Royal Trust, tells us why someone would want to choose this option. ...
A Credit Card Fast
March 09, 2023 12:45 - 11 minutes - 16.2 MBInstead of fasting when it comes to food what about a credit card fast. We talk to Lisa Samalonis who put her credit card away on her journey to gain financial freedom. She gives us the insights on how it works. Connect with Lisa on Twitter and LinkedIn.
Keep RESP’s Going Past Death
March 08, 2023 12:47 - 1 minute - 2.67 MBWe are joined by Daniel Goldgut, co-founder and CEO of Epilogue, to talk about how to set up RESP’s to continue on even after death so that your kids can still get all the contributions. Find out more from Epilogue on Twitter, Facebook, Instagram and LinkedIn. Connect with Daniel on LinkedIn.
Was The Pandemic a Retirement Fire Drill
March 08, 2023 12:46 - 13 minutes - 18.1 MBWe have Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us share with how he described the pandemic as a retirement fire drill. Connect with Darren on LinkedIn and Facebook and find out more about Coleman Wealth on Facebook.
On-Demand Pay Day
March 08, 2023 12:45 - 12 minutes - 17.4 MBWaiting two weeks for pay day can be a challenge. Now you can get paid earlier with on-demand pay platforms and we have Aaron Fox, vice-president for Dayforce Wallet at Ceridian, joins us to talk about the on-demand pay platform that Ceridian has launched here in Canada. Find out more on Twitter, Facebook and Instagram.
Using a “Credit Card Fast” To Get Out of Debt | Full Episode
March 07, 2023 12:50 - 53 minutes - 73.1 MBGet out of debt with a “credit card fast”. Lisa Samalonis tells us how she used this financial savings method to buy a home. And, getting paid without having to wait two weeks. Aaron Fox, vice-president of commercial for Dayforce Wallet at Ceridian, takes us through how an on-demand pay platform works. Then, how COVID-19 affected our retirement plans. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, explains why he sees the pandemic as a “retirement fire drill”. ...
Activities for Kids Learn About Money
February 23, 2023 12:45 - 11 minutes - 16 MBWe have Paige Cornetet, author of My Dad’s Class: An Intentional Structure For Teaching Your Kids About Money and Life, join us to take us through some of the lesson activities she created for families to use after reading the book. Find out more at spendthen.com and connect on Facebook and Instagram.
Avoiding A Border Investment Blunder
February 22, 2023 12:48 - 9 minutes - 13 MBHaving investment accounts on both sides of the Canada/US border can have a number of challenges when it comes to managing your money. Shiraz Ahmed, a wealth management advisor and founder of Sartorial Wealth Team of Raymond James, joins us to talk about these challenges. Find out more at sartorialwealth.com and connect on Facebook, LinkedIn, Twitter and check out their YouTube Channel.
The ROI on ESG’s
February 22, 2023 12:47 - 10 minutes - 13.8 MBInvesting in companies and fund that focus on ESG (Environmental, social and governance) is a hot trend right now. Mark Egan, associate professor at the Harvard Business School, join us to talk about the study he co-authored on how investors value ESG funds and give us the ROI. Find out more about Mark here.
The High Cost of Saying Goodbye and Some Alternatives
February 22, 2023 12:46 - 13 minutes - 18.2 MBHonouring your loved one can mean buying a funeral package you can’t afford. We talk to Mallory Greene, CEO and co-founder of Eirene, to take us through the unexpected costs of a funeral and some alternatives that they can provide. Find out more at eirene.ca and connect on Facebook, Twitter, Instagram and LinkedIn.
De-Influencing: The New Influencer Movement
February 22, 2023 12:45 - 7 minutes - 11 MBIf you spend anytime on social media you will have run into “influencers” marketing products to you and others around you. Well some TikTokr’s are getting tired of this consumer culture and are doing the opposite – “de-influencing”. We have Alicia Adamczyk, senior writer and Fortune, join us to talk about her piece she wrote about on this idea. Find more of Alicia’s writing on Substack and connect on Twitter.
“De-Influencing”: New trend on TikTok Encourages People To Save More | Full Episode
February 21, 2023 12:50 - 57 minutes - 78.8 MBA new TikTok trend that runs against the consumer culture. It’s called “De-Influencing”. Alicia Adamczyk, senior writer at Fortune, tells us about why some people are taking to the app to call out consumerism. And, investing in “green” funds. Mark Egan from the Harvard Business School tells us about his study on the cost of ESG funds. Then, managing cross-border accounts. Wealth Management Advisor Shiraz Ahmed shares his tips for avoiding border blunders. And, the high cost of funerals. ...
Owning A Part of Where You Work
February 15, 2023 12:49 - 11 minutes - 16.3 MBWouldn’t it be nice to own a part of the company where you work if it is a great company with a great future. We talk to Jon Shell to tell us about the not-for-profit Canadian Employee Ownership Coalition that is hoping to bring the benefits of employee ownership to Canada. Find out more on employee-ownership.ca and connect on Twitter. Connect with Jon on Twitter.
The Mindset and Misperceptions of Selling
February 15, 2023 12:48 - 12 minutes - 17.1 MBSelling is critical to almost every job there is but is it a skill that can be trained. Colin Coggins, a professor at USC Marshall School of Business and the co-author of THE UNSOLD MINDSET: Redefining What It Means To Sell, join us to take us through on how to achieve this mindset and go over some misperceptions in selling. Find out more at colinandgarret.com and connect on Instagram, Twitter, and LinkedIn.
The Most Popular Finance Apps in Canada
February 15, 2023 12:48 - 11 minutes - 15.5 MBWe have Robin Taub, a chartered professional accountant and author of The Wisest Investment, join us to take us through some of the most popular family finance apps in Canada. Connect with Robin on Twitter, Facebook and LinkedIn.
The Fight To Limit Fees To Help With The Disability Tax Credit
February 15, 2023 12:46 - 9 minutes - 13.3 MBThe disability tax credit can go a long way to reduce the burden of a family dealing with the cost of a member with a disability. But this tax credit is not easy to get and getting help can command a high fee and the “Disability Tax Credit Promoters Restrictions Act” was supposed to help limit these fees. Jamie Golombek, managing director of tax and estate planning with CIBC Private Wealth, joins us to talk about the tax credit and why there is a court injunction that is pausing the restrict...
Tax Fairness for Single Seniors
February 15, 2023 12:45 - 10 minutes - 14.3 MBWe talk to Jane Robertson, founder of the group Single Seniors for Tax Fairness, about the inequities that seniors who do not have a life partner face when it comes to paying taxes. Find out more at singlesseniorsfortaxfairness.com and connect on Facebook, Twitter and LinkedIn.
The Most Popular Family Finance Apps in Canada | Full Episode
February 14, 2023 12:55 - 1 hour - 83.7 MBThe most popular family finance apps available in Canada. Chartered Professional Accountant and author Robin Taub takes us through them. And, the challenges single seniors face during tax season. Jane Robertson, founder of Single Seniors for Tax Fairness, tells us about what’s needed to address the issue. Then, the high fees you might be paying for consultants to help you with the Disability Tax Credit. Jamie Golombek from CIBC tells us why a potential fee cap in Canada is stalled. And, a g...
Get Your Missing Credits and Benefits From Previous Tax Returns
February 09, 2023 12:50 - 11 minutes - 16.5 MBWe talk to Stan Samole, president and CEO of Family Tax Recovery, about how they help you get a possible refund from previous tax returns if missed some credits or benefits that you didn’t get the first time around. Find out more at familytaxrecovery.ca and connect on LinkedIn and Twitter.
Health and Wellness Financing
February 08, 2023 12:48 - 11 minutes - 16.4 MBWe talk to Taylor Inglis, Senior VP at EP Care, about how they expanded their EP Care program to 50 dental clinics across the country and how their health and wellness financing works. Find out more at epcare.ca and connect on LinkedIn.
Fixed or Variable: Which One?
February 08, 2023 12:47 - 11 minutes - 15.5 MBWhat is the better way to go if it is time to renew your mortgage, fixed or variable. We have Clay Jarvis, NerdWallet spokesperson and mortgage financial expert, joins us to take us through the choice whether it is time to renew or you are looking to shop around for a better mortgage. Connect with NerdWallet on Twitter, Instagram and Facebook.
The Best Jobs in Canada
February 08, 2023 12:46 - 10 minutes - 14.1 MBWhat are the best jobs in Canada? We have Michelle Slater, director of Indeed, join us to give us the details on its report on the 20 best jobs of 2023. Check out the Indeed Leadership Hub and connect on Twitter.
Easing Financial Anxiety With Dogs
February 08, 2023 12:45 - 8 minutes - 12 MBWe talk to Carrissa Lucreziano, head of CIBC’s financial planning and advice team, about their experiment to ease clients’ financial anxiety with therapy dogs called Financial Stress Companions. Connect with CIBC on Twitter, Facebook and LinkedIn.
The Itch To Switch: What You Need To Know Before Shopping Around For a New Mortgage | Full Episode
February 07, 2023 12:55 - 59 minutes - 82 MBIf your mortgage is set to renew, you should be thinking about shopping around. Nerdwallet’s mortgage expert Clay Jarvis is here to take us through the process when you have the itch to switch. And, combating financial anxiety with therapy dogs. Carissa Lucreziano from CIBC tells us about their one-time experiment and tips for dealing with financial stress. Then, a company that helps you find missing tax credits and deductions. Stan Samole, president and CEO of Family Tax Recovery, tells us ...
Forgoing Retirement
February 01, 2023 12:49 - 10 minutes - 14.4 MBA growing number of boomers are choosing to remain in the workforce instead of retiring. Tina Lorenz joins us to talk about how she is a part of the “anti-retirement” movement and calls herself a “renegade boomer”. Find out more at tinalorenz.com and therenegadeboomer.com. Connect on Instagram, LinkedIn, Facebook and check out her YouTube channel.
Willpower is Not Enough
February 01, 2023 12:48 - 9 minutes - 13.7 MBMany people try to use willpower when it comes to spending. While it is important it is not enough when it comes to spending, or not spending. Romana King, senior finance editor of Finder, joins us to tell is why that we need to stop relying solely on willpower to curb our spending. Find out more at finder.com/ca.
The Risks of Betting on Sports
February 01, 2023 12:46 - 10 minutes - 14.8 MBThe prominence of sports betting has increased with the changes in the legal environment but with that it can be problematic and there are risks to betting on sports. We are joined by Moshe Lander, economics professor at Concordia University specializing in the economics of sports gaming and gambling, to share the risks as sports betting becomes more common. Connect with Moshe Lander on Instagram and Twitter.
Making Good Financial Decisions In Difficult Times
February 01, 2023 12:45 - 13 minutes - 18.4 MBMaking good financial decisions can be tough especially when you’re in a panic. Shannon Lee Simmons, Certified Financial Planner, joins us to share tips from her book No Regret Decisions: Making Good Choices During Difficult Times. You can connect with Shannon on Instagram or with New School of Finance on Instagram.
Unconscious Spending
February 01, 2023 12:07 - 10 minutes - 14.4 MBWe have certified financial planner, Jackie Porter, join us to talk about unconscious spending. What is it and what can we do to curb these habits. Find out more at askjackie.ca and connect on LinkedIn and Instagram.
No Regret Decisions: Author Shannon Lee Simmons On Her New Book | Full Episode
January 31, 2023 12:55 - 1 hour - 83.1 MBMaking good financial decisions can be tough especially when you’re in a panic. Certified Financial Planner Shannon Lee Simmons shares tips from her book No Regret Decisions: Making Good Choices During Difficult Times. And, the rise of sports-betting. Economics professor Moshe Lander tells us about the risks for your bank account. Then, mindlessly making a purchase. Certified Financial Planner Jackie Porter talks about unconscious spending habits and how to curb them. And, the science of wil...
A New Way To Pay Of That Credit Card Bill
January 25, 2023 12:49 - 10 minutes - 14 MBWe have assistant professor of marketing at Ohio State’s Fisher College of Business, Grant Donnelly, join us to share the findings on their working paper at Harvard on a new way to help reduce credit card debt called Repayment-by-Purchase. Find out more about the working paper at fisher.osu.edu.