December 16, 2020
We talk to Jason Heath, certified financial planner at Objective Financial Partners Inc., about how seniors are not moving in droves upon retirement and how this could be affecting the housing market.
Connect with Jason on Twitter and find out more about Objective Financial Partners on Facebook.
December 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
December 9, 2020
We talk to John Stapleton, writer and founder of Open Policy Ontario, about the ins and out and making the most of your GIS (Guaranteed Income Supplement).
December 9, 2020
We talk to the president and CEO of CanadaHelps, Marina Glogovac, about their new initiative called Holiday Party Heroes which is asking businesses to donate the money they would have spent on the annual holiday parties this year to charity.
Find CanadaHelps on Twitter, Instagram and Facebook.
December 9, 2020
We talk to author Fred Kaufman about his new book, The Money Plot: A History of Currency's Power to Enchant, Control, and Manipulate. We explore the origin of money and how it became so important in our culture.
Connect with Fred on Facebook
December 9, 2020
We talk to the CEO of goPeer, Marc-Antoine Caya, about how they are looking to disrupt the traditional lending model by helping Canadians to lend and borrow money from each other.
Find goPeer on Twitter and Instagram and connect with Marc-Antoine on Twitter
December 8, 2020
Not having your annual office christmas party this year? Marina Glogovac from CanadaHelps tells us how you can donate the unused money to charity through a new initiative called Holiday Party Heroes. Then, a new financial startup allowing Canadians to lend and borrow from each other called goPeer. CEO Marc-Antoine Caya tells us all about it. And, the history of money and how it’s been used. Fred Kaufman takes us through his book The Money Plot: A History of Currency's Power to Enchant, Control, and Manipulate. Plus, making the most of the Guaranteed Income Supplement with John Stapleton from Open Policy Ontario. And, our blogger spotlight series with Kara Gammell, personal finance journalist and founder of Your Best Friend’s Guide to Cash.
To find out more about the guests check out:
⦁ Marc-Antoine Caya: Twitter
⦁ goPeer: Website | Twitter | Instagram
⦁ Kara Gammell: Your Best Friend's Guide To Cash | Twitter | Instagram| Facebook
⦁ Fred Kaufman: Facebook
⦁ CanadaHelps : Twitter | Instgram|Facebook
⦁ John Stapleton: Open Policy Ontario
Find Bruce Sellery at Moolala.ca| Twitter| Facebook|LinkedIn
December 2, 2020
We talk to certified financial planner and financial advisor, Jackie Porter, about her journey of resilience in getting to financial independence and lessons she learned along the way.
Connect with Jackie on Twitter, Facebook and Instagram.