Moolala:  Money Made Simple with Bruce Sellery
The Seven Deadly Financial Sins

The Seven Deadly Financial Sins

January 16, 2020

We talk to Robyn Thompson, CFP and founder of Castlemark Wealth Management, about how to be a bit more "saintly" with your money.

Full Episode - The Seven Deadly Financial Sins

Full Episode - The Seven Deadly Financial Sins

January 15, 2020

Leaving your nine to five job to pursue your dream. Deborah McGrath, Chief Marketing Officer at Echelon Wealth Partners, shares her tips for managing your money when you’re starting your own business. And, Castlemark’s Robyn Thompson joins us to talk about the seven deadly financial sins and how to remain virtuous. Then, an online resource for those looking to narrow the financial confidence gap. Kim Kukulowicz, Senior Vice President at Equitable Bank, tells us about “stnce”. Plus, John De Goey is here to explain the mission of the FP Canada Research Foundation.

A 10 Year Outlook On The Financial Advice Industry

A 10 Year Outlook On The Financial Advice Industry

December 18, 2019

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.

Everyone Has A Net Worth

Everyone Has A Net Worth

December 18, 2019

We talk to the one known as Prairie FIRE Canada, Fred Khonje, on why you should be tracking your net worth.

The Complexity of Modern Finance

The Complexity of Modern Finance

December 18, 2019

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.

Full Episode: Tracking your net worth

Full Episode: Tracking your net worth

December 17, 2019

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.

FlipGive: An Alternative to Team Fundraising

FlipGive: An Alternative to Team Fundraising

December 11, 2019

We talk to the CEO of FlipGive, Mark Bachman about how their app gives teams an alternative to traditional fundraising to earn cash.

What Happens After You Save For Retirement

What Happens After You Save For Retirement

December 11, 2019

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.

Using Credit Card Points To Your Advantage

Using Credit Card Points To Your Advantage

December 11, 2019

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.

Improving Client Relations

Improving Client Relations

December 11, 2019

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.