Moolala: Money Made Simple with Bruce Sellery

How to Break up With Your Bank and Find a New One | Full Episode

You didn’t promise to stay with your bank until “death do us part”.  But how do you navigate the switching?  Lesley-Anne Scorgie, personal finance columnist and president at MeVest shares her tips. Then, a contradictory solution to solving the affordability crisis - allowing people to take on more debt. Canadian writer Jean Marc Ah-Sen tells us more.  And, a guide for new and experienced investors. Michele Cagan, certified public accountant, takes us through her book Stock Market 101. Plus, we’ll speak with Stephen Jagger, co-founder of addy, a real estate investment platform.

To find out more about the guests check out:

• Lesley-Anne Scorgie: mevest.ca | Facebook | Instagram | X/Twitter
• Jean Marc Ah-Sen: Instagram
• Michele Cagan: michelecagancpa.com | Facebook | Instagram | X/Twitter
• Addy: Instagram | Facebook | X/Twitter
• Stephen Jagger: X/Twitter

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

Getting Only Advice From a Financial Planner

We are joined by Julia Chung, president of the Financial Planning Association of Canada, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner’. Julia fills us in on how it works and how to know if this option is right for you.

Find out more at springplans.ca and connect on X/Twitter, Facebook and Instagram.

Vote Better For Better Equality

One of the best ways to advocate for financial equality and improving women’s status is by better voting. We are joined by Janine Rogan, author of ‘The Pink Tax: Diminishing a Financial System Designed to Keep Women Broke’, to take a deeper look at how voting and policy changes is needed to make a real impact.

Find out more at pinktaxbook.com and the wealthbuildingacademy.com. Connect with Janine on Instagram, YouTube and TikTok.

Buy Now, Pa(in)y Later?

With the influx of the ‘Buy Now, Pay Later’ options popping up at the checkout of your favourite online store. This will allow you to pay for purchases in installments. One study looked at the pros and cons of this service. We take you through the financial health effects users may experience with Ed deHaan, professor at the Standford School of Business and one of the authors of the study “Buy now (pain?) later”.

Connect with Ed on LinkedIn.

Having Difficult Conversations With Aging Adults in Your Life

It can be difficult to navigate all the changes that come with having an aging adult in your life. Do they need to go to assisted care, or who will be your power of attorney. These are conversations we need to have. Laura Tamblyn Watts, CEO of CanAge, wrote a book to help you have these conversations. She joins us to share her tips.

Connect with Laura on X/Twitter.

Navigating the Challenges of Aging Parents | Full Episode

Family dynamics can be tricky at the best of times.  But as our parents grow older there can be new challenges for kids to face.  Laura Tamblyn Watts, CEO of CanAge, takes us through her new book Let’s Talk About Aging Parents. Then, a study that looks at the financial health impacts of using “Buy Now, Pay Later” when making purchases online. Co-author and Professor at the Stanford School of Business Ed deHaan tells us more.  And, why voting is important in achieving financial equality for women. Chartered Professional Accountant and author Janine Rogan explains. Plus, a look at advice-only financial planning with Julia Chung, president of the Financial Planning Association of Canada.

To find out more about the guests check out:

• Laura Tamblyn Watts: X/Twitter
• Ed deHaan: LinkedIn
• Janine Rogan: pinktaxbook.com | wealthbuildingacademy.com | Instagram | YouTube | TikTok
• Julia Chung: springplans.ca | X/Twitter | Facebook | 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

Financial Literacy for Kids

We all know the importance of financial literacy and how important it is for kids to have this knowledge but most of the time it is left up to the parents and not teachers. Tim Ranzetta, co-founder of Next Gen Personal Finance, joins us to talk about their mission that every high school student in the U.S. would have to take a one-semester course in personal finance before graduating all by the year 2030.

Connect with Tim on X/Twitter.

Balancing The Household Tasks

Whose responsibility is who’s in your household? We have Eve Rodsky join us to talk about the method she come up with called the ‘Fair Play Method’ which has turned into a book and a card game. Eve joins us to take us through how this method helps couples address the issue of who does what at home.

Connect on Instagram and Facebook.

Self-Esteem and Financial Therapy

Self-esteem and money can go hand in hand according to Aja Evans, a financial therapist and coach. Aja joins us to talk about how self-esteem can impact a person's relationship with their finances and spending habits.

Connect with Aja on Instagram.

Investing in Real Estate Without Picking Up a Hammer

Your first thought of investing in real estate is buying an income property. But what if you don’t want to deal with leaky faucets or tenants. Get into the real estate game by working with a  private equity firm so you don’t have to deal with all that. We speak to Greybrook CEO, Sasha Cucuz, about how they invest on behalf of investors in large-scale real estate developments.

Find out more at greybrook.com and connect on LinkedIn and Instagram. Connect with Sasha on LinkedIn.