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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.
Episodes
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
The retirement downsizing myth: Why many seniors are choosing to stay put and how this will impact their financial plan, with Jason Heath from Objective Financial Partners. Why a consumer proposal might not be necessary or even helpful. Karim Nanji from Marble Financial provides some alternatives. Then, Canada’s very first pension plan for doctors. James Pierlot, founder and CEO of Blue Pier tells us all about it. And, using behavioural insights to protect older investors. Tyler Fleming tells us about the OSC’s latest report. Plus, our blogger spotlight series with Tori from Her First 100k.
To find out more about the guests check out:
⦁ Her First $100K
⦁ Jason Heath: Twitter
⦁ Objective Financial Partners: Facebook
⦁ Marble Financial: Twitter | Facebook | Instagram
⦁ Ontario Securities Commission's Investor Office: Twitter | Facebook
⦁ Tyler Fleming: Twitter
Find Bruce Sellery at Moolala.ca | Twitter | Facebook |LinkedIn
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