Episodes

6 days ago
Accessing Your Home’s Equity
6 days ago
6 days ago
If you are looking to access your home’s equity you may have heard of reverse mortgages or home equity loans. Now there is another option. Shael Weinreb, CEO of The Home Equity Partners, joins us to talk about Home Equity Sharing Agreement and how it works.
Find out more at theheqpartners.com and connect on Instagram, X, Facebook, and LinkedIn.

6 days ago
Entrepreneurship Through Acquisition
6 days ago
6 days ago
Entrepreneurship is not only starting a company it can also be acquiring a business. Acquisition may be faster but finding a business can be challenging. Liz MacRae, president of Village Wellth, joins us to talk about their role of helping business buyers.
Find out more at villagewellth.com and connect on LinkedIn.

6 days ago
Find Unclaimed Money
6 days ago
6 days ago
There are a millions of dollars of unclaimed funds being held by the Bank of Canada and we have the person to help us find out if you have any these unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, joins us to tell us how to search for that unclaimed money.
Find out more at Charity Windfall and connect on Facebook and LinkedIn.

6 days ago
Delayed Gratification
6 days ago
6 days ago
It is not easy to delay gratification and even more difficult for people who have some neurodiversity, like ADHD. Otto Rivera, certified financial planner, joins us to share how her feels that ‘delayed gratification’ is the more important skill you can teach your child to set the stage for financial wellness in the future.
Find out more at emergent.tax and at CFP Board. Connect with Otto on LinkedIn.

7 days ago
7 days ago
Delaying gratification is a key skill to learn, especially for those who have ADHD. Otto Rivera is a certified financial planner, and he tells us how he navigated his ADHD and his ideas for supporting others. Then, discovering unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, reveals how she helps people find money they may have forgotten about. And, how to buy a business. Liz MacRae, president of Village Wellth, outlines how her company takes people through every step of the business acquisition process. Plus, we’ll speak with Shael Weinreb, CEO of The Home Equity Partners, about a different way to access your home equity.
To find out more about the guests check out:
- Otto Rivera: emergent.tax | CFP Board | LinkedIn
- Rochelle Treister: Charity Windfall | Facebook | LinkedIn
- Liz MacRae: villagewellth.com | LinkedIn
- Shael Weinreb: theheqpartners.com | Instagram | X | Facebook | LinkedIn
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Wednesday Jan 29, 2025
Money and Mindset Will Forever Be Linked
Wednesday Jan 29, 2025
Wednesday Jan 29, 2025
Gay Hendricks, a psychologist and best-selling author, joins us to talk about the ‘Upper-Limit Problem’ and how it might be holding you back from success when it comes to life and money.
Check out Gay’s podcast at bigleappodcast.com and connect on Facebook, Instagram and YouTube. Connect with Gay on Instagram.

Wednesday Jan 29, 2025
Come Join the Retirement Club
Wednesday Jan 29, 2025
Wednesday Jan 29, 2025
Retirement is a complicated subject and a tough one to tackle on your own. What is better then to start a Retirement Club. Dale Roberts, founder of ‘Cut The Crap Investing’, joins us to tell us more abou the retirement club he started and how it works.
Find out more at cutthecrapinvesting.com and connect on X and Facebook.

Wednesday Jan 29, 2025
Sports Gambling and its Financial Impact
Wednesday Jan 29, 2025
Wednesday Jan 29, 2025
Gambling on sports has become a lot more popular in the last few years and with that there have been two recent U.S. studies done to look at the financial impact of expanding sports betting on individuals. Preet Banerjee, a wealth management consultant and personal finance expert, joins us to talk about the study and the piece he wrote about in the Globe & Mail.
Check out Preet at preetbanerjee.com and connect on Instagram.

Tuesday Jan 28, 2025
Sports Betting and Your Bank Account | Full Episode
Tuesday Jan 28, 2025
Tuesday Jan 28, 2025
Sports betting is on the rise in Canada. And, for a lot of people, there is more losing than winning. Preet Banerjee, wealth management consultant and personal finance expert, takes us through two U.S. studies looking at the financial impact. Then, a community for retirees to learn and share ideas. Dale Roberts, founder of Cut the Crap Investing, tells us about his Retirement Club. Plus, a conversation with Gay Hendricks, psychologist and best-selling author, about the “Upper Limit Problem” and how it might be holding you back from success when it comes to life and money.
To find out more about the guests check out:
- Preet Banerjee: preetbanerjee.com | Instagram
- Dale Roberts: cutthecrapinvesting.com | X | Facebook
- Hendrick’s Community: Facebook | Instagram | YouTube
- Gay Hendricks: bigleappodcast.com | Instagram
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Wednesday Jan 22, 2025
Profit First - An Entrepreneur Approach to Cash Flow Management
Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
Entrepreneurs are often obsessed with revenue and use it to determine success. But when all the bills are paid what’s left in the bank is profit, but that money always seems to go back into the business, leaving the entrepreneur with nothing to spend on themselves. Kelly Cowan from the Credit Canada Gold Financial program talks to Ron Saharyan, Co-founder of Profit First Professionals about slaying the debt dragon.
Find out more at profitfirstprofessionals.com and connect on X, Facebook and LinkedIn.