Moolala: Money Made Simple with Bruce Sellery

Focusing on Increasing Financial Well-Being in Canada

There are many initiatives that focus on increasing financial well-being in Canada an each bringing a different spin on how best to help people get a better handle on their money. Millie Acuna, manager at SEED Winnipeg, joins us talk about how their non-profit is working to improve financial wellbeing in Manitoba.

Connect with Millie on LinkedIn.

Returnless Refunds

Making a return on an online purchase can be a pain for the customer but it is also a pain for the company. Some companies and now offering “returnless refunds” to save you time and money. Kyle James, founder of Rather-Be-Shopping.com, joins us to talk about what this is.

Find out more at rather-be-shopping.com and connect on Facebook and Instagram.

Managing Your Money – No Matter How Much You Are Making

The old adage goes make money and have no worries but that is definitely not true. You could be a lawyer making big money, but you could have a tough time managing cash flow. Jefferey Lamont, founder and president of Lamont Wealth Strategies, joins us to talk about how they help lawyers with wealth management including cash flow.

Connect on X and Instagram and connect with Jefferey on X and Instagram.

Investing Environment For Millennials

If you are a millennial, you may look at investing different then previous generations. Mark McGrath, financial planner an associate portfolio manager at PWL Capital Inc., joins us to talk about his book, Wealthier: The Investing Field Guide for Canadian Millennials and how millennial’s look at investing for the future.

Find out more at pwlcapital.com and order the book here. Connect with Mark on X and LinkedIn.   

Wealthier: The Investing Field Guide for Canadian Millennials | Full Episode

Calling all millennials. Financial planner Mark McGrath co-wrote a personal finance book specifically for you. It’s called Wealthier: The Investing Field Guide for Canadian Millennials. He joins us to take us through it. Then, why retailers are offering “returnless refunds”. Kyle James, founder of Rather-Be-Shopping.com, explains. And, wealth management for lawyers. Jeffery Lamont, founder and president of Lamont Wealth Strategies, takes us through a cash flow management system and how it’s helped his clients. Plus, we speak with Millie Acuna, the manager of asset-building programs at SEED Winnipeg Inc., about how the non-profit helps build financial well being in Manitoba.

To find out more about the guests check out:

• Mark McGrath: pwlcapital.com | X | LinkedIn
• Jefferey Lamont: X | Instagram
• Lamont Wealth Strategies: X | Instagram
• Kyle James: rather-be-shopping.com | Facebook | Instagram
• Millie Acuna: 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

The Emotional Impact of a Consumer Proposal and Bankruptcy

Completing a consumer proposal or filing for bankruptcy has a number of components to it.  Sure, there are “numbers” of it.  How much is owing, what’s the impact on the credit score, and all that.  But there is also the “emotion” of it, before, during and afterward. Joshua Harris, licensed insolvency trustee and partner at Harris & Partners, joins us to talk about the emotional side of this process.

Find out more at harrispartners.ca and connect on Facebook.

Betting on Prediction Markets

Gambling is a hobby as old as time and recently there has been a huge focus on sports gambling with new online betting apps. But now you can wager on ‘events’, like elections. Predication markets let you bet on future events and try to make a profit. David Tyler, CEO of Outlier Technology Limited, joins us to talk about Polymarket, one of the ways you can make wagers on future events.

Find out more at outliertechnology.co.uk and connect with David on LinkedIn.

Cracking Down on Predatory Debt Advisors

There are a lot of regulated, trustworthy professionals out there to help you with your debt. Then there are those who are neither of those things. The Office of the Superintendent of Bankruptcy has plans to crack down on this problem. Elisabeth Lang, Superintendent of Bankruptcy, joins us to tell us more about how there are addressing this issue.

Find out more at the Office of the Superintendent of Bankruptcy and the Debt Solutions Portal.

The OSB’s Efforts to Shutdown Predatory Debt Advisors in Canada | Full Episode

Tackling predatory debt advisors. Superintendent of Bankruptcy Elisabeth Lang tells us more about what her office is doing to address this problem. Then, betting on future events. David Tyler, CEO of Outlier Technology Inc., is here to tell us about prediction markets like Polymarket and explain how they work. Plus, the emotional dynamics of filing a consumer proposal. Joshua Harris from Harris & Partners tells us about financial stress.

To find out more about the guests check out:

• Elisabeth Lang: Office of the Superintendent of Bankruptcy | Debt Solutions Portal
• David Tyler: outliertechnology.co.uk | LinkedIn
• Joshua Harris: harrispartners.ca | Facebook

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

The Great Wealth Transfer

There is about to be a transfer of wealth never seen before between boomer parents and their millennial children. but a new study from Vanguard suggests that it may not help you meet your financial goals as expectations might not match reality. Mario Cianfarani, Head of Sales and Distribution for Vanguard Investment Canada, joins us to take us through the findings.

Find out more at vanguard.ca and connect on LinkedIn.