Moolala: Money Made Simple with Bruce Sellery
1,010 episodes - English - Latest episode: 3 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
How Considering Your Future Self Can Help With Financial Decision Making | Full Episode
October 11, 2022 11:55 - 54 minutes - 75 MBHow thinking about your future self can help you make better long-term financial decisions. Hal Hershfield, professor at UCLA's Anderson School of Management, explains why. Then, practicing financial self-care. Capital One Canada President Patrick Ens shares his tips on how to cope when your money is taking a toll on your physical and mental health. And, the importance of discussing your inheritance with your family. Willful CEO Erin Bury tells us when and how to have that conversation. Plu...
Cascading Life Insurance
October 05, 2022 11:48 - 10 minutes - 14 MBParents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance. Michael Dutra, president of Michael Dutra Estate Planning & Insurance, joins us to explain how it works. Find out more at michaeldutra.ca and connect on LinkedIn.
Supporting High Net-Worth Families
October 05, 2022 11:47 - 11 minutes - 15.6 MBWe talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.
Reframing Money As Medicine
October 05, 2022 11:46 - 9 minutes - 13.3 MBWe talk to Nicole McLaren, founder and CEO of Raven Reads and the Founder and Chair of the Indigenous Women’s Business Network, about the recent session of SOAR Digital Gathering of Indigenous Entrepreneurs and how they looked at how to reframe money as “medicine”. Connect with Nicole on Twitter and Instagram. Find out more about Raven Reads on Twitter.
Finance for Muslims in Canada
October 05, 2022 11:45 - 10 minutes - 15 MBWe talk to Walid Hejazi, an Associate Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, about the relevance of “halal” when it comes to banking and finance for the more than one million Muslims living in Canada. Connect with the Rotman School of Management on Twitter.
All You Need To Know About Cascading Life Insurance | Full Episode
October 04, 2022 11:55 - 52 minutes - 71.7 MBBuying a whole life insurance policy on your adult child. Estate planning and insurance expert Michael Dutra tells us about cascading life insurance and its benefits. Then, a look at halal financing options in Canada. Rotman School of Management professor Walid Hejazi takes us through what’s available and how it works. And, reframing money as “medicine”. Indigenous entrepreneur Nicole McLaren shares how doing this can benefit Indigenous communities and families. And, financial literacy for h...
Matchmaking For Small Businesses
September 28, 2022 11:49 - 10 minutes - 14.4 MBWe talk to the CEO of eQuo, Barry Hillier, about how their platform of connecting small business with investors and capital works and how their aim is help small businesses grow. Find out more at equoshift.com and connect on Twitter, Instagram and Facebook.
Staying Together Through Retirement
September 28, 2022 11:48 - 10 minutes - 14.4 MBAmy D’Aprix, founder and chief executive of Life Transitions, joins us to share her tips for keeping your marriage together during retirement. Find out more at dramy.life and connect on Facebook, Twitter and LinkedIn.
Saving Money on Groceries
September 28, 2022 11:47 - 11 minutes - 15.8 MBWe have Claire Tansey, the creator of Claire Tansey’s Kitchen, join us to share her tips on how you can save money when grocery shopping. Connect with Claire Tansey’s Kitchen on Facebook. Check out Claire on clairetansey.com and connect on Twitter and Instagram.
Settling The Will
September 28, 2022 11:46 - 10 minutes - 13.9 MBOne of the most important parts of the will is the settlement. We talk to the director of Estate Solution for ClearEstate, Sara Hillier, about how the settlement services part works in their estate planning. Find out more at ClearEstate and connect on Facebook, LinkedIn and Twitter.
The Financial Ins and Outs of Becoming a Digital Nomad
September 28, 2022 11:45 - 11 minutes - 15.6 MBThe way people work has changed. If you are looking to become a ‘digital nomad’ we have Nora Dunn, financial expert at NerdWallet, join us to take us through the financial ins and outs to become one. Check out NerdWallet on Twitter, Instagram and Facebook. Connect with Nora on Twitter, Instagram and Facebook.
The Financial Ins and Outs of Becoming a Digital Nomad | Full Episode
September 27, 2022 11:55 - 59 minutes - 81.6 MBThe financial ins and outs of becoming a digital nomad. Nora Dunn shares her personal experience. And, how to save money at the grocery store. Claire Tansey from Claire Tansey’s Kitchen tells us how to rein in the cost of food. Then, retirement can really put on a relationship. Amy D’Aprix from Life Transitions shares her tips for keeping your marriage together during this transition. And, how eQuo is looking to support small businesses. CEO Barry Hillier tells us about the company’s matchm...
Covering Lost Luggage
September 21, 2022 11:49 - 9 minutes - 13.4 MBTake a look at insurance protection that your credit cards can offer for delayed luggage insurance in case your bags don’t show up when you do. We go through the ins and outs of how it works with the director of everyday banking at Ratehub.ca, Natasha MacMillan. Find out more at ratehub.ca and connect on Twitter, Facebook and Instagram.
Shopping For Life Insurance at the Best Possible Price
September 21, 2022 11:48 - 11 minutes - 15.9 MBLaura McKay, the COO of PolicyMe, joins us to give us tips on how to shop for the lower price for the best possible coverage of life insurance. Find out more at PolicyMe and connect on LinkedIn, Instagram and Facebook.
Live Your Fabulous Life
September 21, 2022 11:47 - 13 minutes - 19.3 MBWe talk to David Auten and John Scheider, who are two husbands now living their “fabulous” lives. They give us the lowdown on their 7-step system to help them pay off their debts in under 3 years and now they have a website called, Debt Free Guys, to help other gay men live an amazing life without sacrificing financial security. Connect with David and John on Twitter, Facebook and Instagram. You can also find them @QueerMoneyPod on Twitter, Facebook and on Instagram.
Income Splitting For Tax Benefits
September 21, 2022 11:46 - 9 minutes - 13.7 MBWe talk to Jason Heath, the managing director of Objective Financial Partners, about what is income splitting and how does it work. Connect with Jason on Twitter and LinkedIn. Find out more about Objective Financial Partners on LinkedIn and Facebook.
Securing a Mortgage Online
September 21, 2022 11:45 - 12 minutes - 16.6 MBMaking things easier to secure a mortgage having it entirely online is the aim for Pine. We talk to the co-founder Justin Herlick on how they do just that. Connect with Pine on Instagram and LinkedIn.
Credit Card Delayed Baggage Insurance | Full Episode
September 20, 2022 11:55 - 1 hour - 87 MBDelayed luggage during a trip is frustrating – but your credit card may have you covered. Natasha Macmillan from Ratehub.ca tells us how delayed baggage insurance works. And, how to make life insurance more affordable. Laura McKay from PolicyMe shares her cost containment tips. Then, a new player in the online mortgage company market. Justin Herlick tells us about Pine. And, tips from the Debt Free Guys – David Auten and John Schneider. Plus, all you need to know about income splitting wit...
Applying Lessons From Trekking To Investing
June 29, 2022 11:48 - 9 minutes - 13.6 MBWe talk to Salman Ahmed, Chief Investment Officer at Steadyhand Investment Funds, who has trekked all around the world and is going to give us some lessons he learned while trekking and how it applies to investing. Find out more at steadyhand.com and connect on Facebook, Twitter, LinkedIn and YouTube
Your Relationship Status With Money….Complicated?
June 29, 2022 11:47 - 7 minutes - 10.5 MBCo-Host Gursh Singh talks to CEO and Founder of Mint Worthy, Vanessa Bowen, about the money relationship status they have and ways you can improve your connection with your finances. Find out more at mintworthy.co and connect on Instagram and Facebook.
Saving Money On Food
June 29, 2022 11:46 - 13 minutes - 18.8 MBTrying to save money on food is getting harder and harder these days. Beth Moncel the founder of Budget Bytes, a website and app, joins us to take us through it and share some money saving tips. Found out more at budgetbytes.com and connect on Twitter, Facebook and Instagram.
The Upsides To Inflation
June 29, 2022 11:45 - 11 minutes - 16.6 MBWhile inflation can be a scary word but Manisha Thakor, founder of MoneyZen, takes us through the upsides to inflation. Found out more at moneyzen.com and connect on Twitter, Facebook and Instagram.
Inflation is bad. Except when it isn’t. | Full Episode
June 28, 2022 11:55 - 56 minutes - 77 MBThe two surprising upsides to inflation. MoneyZen’s Manisha Thakor tells us how inflation can help motivate you to increase your financial health and emotional wealth. And, saving money on food. Beth Moncel, founder of Budget Bytes, shares her tips for creating inexpensive and delicious meals. Then, finding out your relationship status with your money. Vanessa Bowen from Mint Worthy takes us through her test. And, Steadyhand’s Salman Ahmed tells us about the lessons he’s learned from trek...
Attending Finance Class At Home
June 22, 2022 11:48 - 12 minutes - 17.4 MBWe talk to author Paige Afendoulis about how she is sharing the money lessons she was taught at a young age in a book called My Dad’s Class. Find out more at mydadsclass.com and connect on Facebook and Instagram.
Weather the Investment Storm
June 22, 2022 11:47 - 11 minutes - 15.9 MBBilal Hasanjee, Senior Investment Strategist at Vanguard, joins us to share his tips on weather the investment storm to maintain perspective and long-term discipline. Find out more at vanguard.ca.
Finliti-Verse
June 22, 2022 11:46 - 10 minutes - 15.1 MBWe have Jennifer Schell, founder and CEO of Finliti, join us to share how their platform of learning different investment strategies in a virtual space works. Find out more at finliti.com and connect on Twitter, Instagram, Facebook or find all links here.
Using Feng Shui To Optimize Wealth
June 22, 2022 11:45 - 18 minutes - 26.2 MBFeng Shui can be used to help improve different parts of your life like health and happiness. David Cho, a Feng Shui master, joins us to share tips on how you can use it to optimize your wealth. Connect with David on Instagram.
Feng Shui Tips To Help Build Wealth and Prosperity | Full Episode
June 21, 2022 11:55 - 1 hour - 82.6 MBHow to use feng shui for wealth and prosperity. Feng shui master David Cho will share his tips. And, Learning different investment strategies in a virtual space. Jennifer Schell, founder and CEO of Finliti tells us how the platform works and how you can apply it to the market in the real world. Then, Managing your investments throughout market volatility. Bilal Hasanjee from Vanguard tells us how to maintain perspective and long-term discipline when things get tough. And, talking to your ki...
Content Creator Spotlight: Nathan Kennedy
June 15, 2022 11:49 - 10 minutes - 13.9 MBWe speak to personal finance content creator, Nathan Kennedy. You can find him on TikTok, Instagram and on the podcast New Money with Nathan Kennedy. Check out Nathan on TikTok, Instagram, YouTube and find the podcast on Spotify and Apple Podcasts.
Fractional Investing
June 15, 2022 11:48 - 10 minutes - 14.1 MBFractional ownership has been a thing for a long time and now with the investing platform Flahmingo you can own a slice of your favourite company without having to buy the whole share. Taran Kainth, CEO of Flahmingo, joins us to explain more. Find out more at flahmingo.com and connect on Twitter, Instagram and Facebook.
Spreading Out Your Paychecks
June 15, 2022 11:47 - 11 minutes - 15.7 MBIf you got paid every single day instead of biweekly or monthly would you save more money? We have Wendy De La Rosa, assistant professor at the University of Pennsylvania’s Wharton School, joins us to explore this question.
The Shortage Economy
June 15, 2022 11:46 - 7 minutes - 10.5 MBHow does the scarcity across industries affect small and medium sized businesses? For more information on that and their latest report, SMEs: The Shortage Economy, we talk to Scotiabank’s Senior Vice President of Small Business Banking Jason Charlebois. Connect with Scotiabank on Twitter and Facebook.
The Problem of the Middleman Economy
June 15, 2022 11:45 - 10 minutes - 14.7 MBWe talk to financial regulations expert and Columbia Law Professor, Kathryn Judge, about her book DIRECT: The Rise of the Middleman Economy and the Power of Going to the Source and problem of the “middleman” economy. Find out more at kathrynjudge.com and connect on Twitter and LinkedIn.
The Rise of the Middleman Economy – The Pros and Cons For Consumers | Full Episode
June 14, 2022 11:55 - 56 minutes - 77.4 MBThe benefits and costs of the “Middleman Economy”. Columbia Law Professor Kathyrn Judge takes us through her book DIRECT: The Rise of the Middleman Economy and the Power of Going to The Source. And, a look at the economic outlook for on small to medium sized businesses. Scotiabank’s Jason Charlebois tells us about their latest report called SMEs: The Shortage Economy. Then, why spreading out your paychecks can help you to spend less. Wendy De La Rosa, from the University of Pennsylvania’s...
Learning Online About Investing
June 08, 2022 11:49 - 9 minutes - 13.3 MBWe talk to Brandon Beavis, a former associate for an investment firm, who produced videos on YouTube to help Canadians learn the ins and outs of investing and now has started the Investing Academy where students can learn more in depth about the stock market through online courses. Find out more on YouTube, Instagram and Facebook.
Investing For The Long Run
June 08, 2022 11:48 - 11 minutes - 15.6 MBWe have Myron Genyk, CEO and Co-Founder of Evermore Capital, join us to share his tips for saving and investing for the long run without compromising living in the “now” Find out more at evermore.ca and connect on Twitter and LinkedIn. Connect with Myron on Twitter and LinkedIn.
Cash Stuffing Making A Comeback
June 08, 2022 11:47 - 11 minutes - 15.6 MBWe have TikToker, Courtney Krandel, join us to explain what “Cash Stuffing” is and how it is making a comeback on a way to save money. Find Courtney on TikTok and find out more at teddy.fund.
Finding Ways To Renovate Your Home
June 08, 2022 11:46 - 8 minutes - 12.1 MBFinding ways to afford the cost of home renovations is getting harder these days. One solution for homeowners is with a company called HomeStars. The CEO, Shir Magen, joins us to share how their refinancing tool works to help homeowners with their reno needs. Connect with Shir on LinkedIn and find HomeStars on Instagram.
Navigating Your Way as an Executor of a Will
June 08, 2022 11:45 - 9 minutes - 13.6 MBBeing an executor of a will is no easy task and we have David Edey, a certified executor advisor, here to help with what we can do best to prepare you if you are chosen. Find out more at davidedey.com.
Cash Stuffing: The Budgeting Method That’s Gone Viral on TikTok | Full Episode
June 07, 2022 11:55 - 57 minutes - 79.1 MBCash Stuffing is making a comeback. TikToker Courtney Krandel takes us through how this budgeting method works and why it’s become so popular. And, how to save for retirement with the culture of now mindset. Myron Genyk from Evermore Capital is here to share his long-term saving tips. Then, what you need to know if you’ve been chosen as an executor of an estate. Certified executor advisor David Edey is here to take us through his book Executor Help: How to Settle an Estate, Pick an Executo...
Climate-Focused Investment
June 01, 2022 11:49 - 9 minutes - 13.4 MBThe Carbon Collective is the first climate-focused online investment advisor. Brooke Tomasetti, Director of Financial Education and Community, joins us to share with us how the advisor works and what she wants to achieve at this role. Find out more at carboncollective.co and connect on Instagram, LinkedIn, Facebook, Twitter and TikTok. Connect with Brooke at moneylifementor.com, Instagram and LinkedIn.
Change Your Mindset When It Comes To Money
June 01, 2022 11:48 - 10 minutes - 14.5 MBMeeting your financial goals can be difficult when you are trying to get a handle on your debt. We speak to financial therapist, Erika Wasserman, about how the Financial YES! Plan works and shares tips for changing your mindset when it comes to money. Find out more at yourfinancialtherapist.com.
Dealing With Debt in Different Communities
June 01, 2022 11:47 - 11 minutes - 15.2 MBDealing with debt can be different in different communities. We speak to Crystal Buhler, a Licensed Insolvency Trustee with Debt Free North about how deal with debt differs in more remote communities. Find out more at debtfreenorth.com and connect on Facebook, Instagram and on Twitter.
The 5 R’s of Retirement
June 01, 2022 11:46 - 10 minutes - 14.6 MBWe talk to the first Chief Financial Commentator for HomeEquity Bank, Patti Lovett-Reid, about her new role and her 5 R’s of retirement. Connect with Pattie on Instagram.
The Next Wave: Travel Subscriptions
June 01, 2022 11:45 - 9 minutes - 13 MBWe subscribe to everything nowadays and one model that is on the rise is travel subscriptions. We have the author of The Subscription Boom, Adam Levinter, join us to talk more on how these subscriptions work. Find out more at scriberbase.com.
The Rise of Travel Subscription Services | Full Episode
May 31, 2022 11:54 - 56 minutes - 77.5 MBThe rise of travel subscription services. Adam Levinter, author of The Subscription Boom, tells us how these subscriptions work and if they’re worth it. And, the changing retirement landscape. Pattie Lovett-Reid, Chief Financial Commentator for HomeEquity Bank, is here to take us through the 5 R’s of Retirement. Then, dealing with debt in Canada’s north. Crystal Buhler from Debt Free North is here to tell us about the work she does in these remote communities. And, investing for the environ...
Sharing A Passion For Finance on TikTok
May 25, 2022 11:49 - 9 minutes - 13.4 MBCassandra Melo joins us to tell us about her TikTok journey by sharing her passion for personal finance. Check out Cassandra’s TikTok and connect on Instagram and YouTube.
Making Good Financial Habits Stick
May 25, 2022 11:48 - 10 minutes - 14.4 MBWe talk to Dr. Moira Somers, a Canadian clinical neuropsychologist who specializes in financial psychology, about tips on how to make good financial habits stick. Find out more at moneymindandmeaning.com and connect on Twitter and Facebook.
Financial Habits To Achieve Financial Success
May 25, 2022 11:47 - 11 minutes - 15.6 MBWe talk to Conor Richardson, CPA and author of Millennial Money Makeover, about his 5 steps to rewire your brain for financial success. Find out more at conorrichardson360.com and connect on Facebook, Twitter and Instagram.
”Mini-Retirements”
May 25, 2022 11:45 - 12 minutes - 17.2 MBThe idea of retirement is changing and one way to look at is having a “min-retirement”. Will Rainey, founder of Blue Tree Savings, joins us to talk about this new way to look at retirement and is it for everyone. Find out more at bluetreesavings.com and connect on Twitter, Facebook and Instagram.