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Episodes
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
Dec 18, 2019
Dec 18, 2019
18 min
We talk to Melissa Shin, the editorial director of Advisor's Edge, on what to expect in the financial advice industry over the next 10 years.
Dec 18, 2019
Dec 18, 2019
8 min
We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.
Dec 18, 2019
Dec 18, 2019
7 min
We talk to the founding partner of Riverwood Capital and author of How Money Became Dangerous: The inside story of our turbulent relationship with modern finance, Chris Varelas. He gives us three action items for financial reform.
Dec 17, 2019
Dec 17, 2019
56 min
Tracking your net worth. Fred Khonje, also known as Prairie Fire, is here to tell you why and how you should do the calculation. And, we’ll talk to Chris Varelas, founding partner of Riverwood Capital, about his book How Money Became Dangerous: The Inside Story of our Turbulent Relationship with Modern Finance. Then, themed retirement communities are a growing trend -- for teachers, nuns and nudists (!) We’ll talk to Sue Johansen from A Place For Mom about the idea. Plus, Melissa Shin from Advisor’s Edge is here with a look at the decade ahead in the financial advice industry.
Dec 11, 2019
Dec 11, 2019
8 min
We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.
Dec 11, 2019
Dec 11, 2019
9 min
We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.
Dec 11, 2019
Dec 11, 2019
9 min
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
Dec 11, 2019
Dec 11, 2019
9 min
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.
Dec 11, 2019
Dec 11, 2019
8 min
We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Besnainou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Bes-nai-nou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.
Dec 10, 2019
Dec 10, 2019
56 min
A new, online program from McGill is trying to bridge the financial literacy gap. Professor Isabelle Bajeux-Besnainou, Dean of the Desautels Faculty of Management, will be here to tell you about the McGill Personal Finance Essentials. And, Rasha Katabi, CEO of Brim Financial, is here to tell us how you can use credit card points to your advantage. Then, an app called FlipGive that can help your sports team raise money. Plus how to convert your RRSPs to RRIFs with Carol Bezaire, Vice President of tax, estate, and strategic philanthropy at Mackenzie Investments. And, we’ll talk to Jason Pereira, the newly launched Financial Planning Association of Canada.