Moolala: Money Made Simple with Bruce Sellery

While it is popular for students to take ‘gap years’ after high school or after university, adults are now taking ‘gap years’ well into their careers. We talk to Jillian Johnsrud, who has taken a number of these breaks, to share with us on how we can do this. 

Find out more at retireoften.com and connect on Instagram.

Imagine taking a year off work, by choice, and long before your retirement.  Jillian Johnsrud, a coach who helps people take career breaks, tells us how to prepare financially.  Then, the rise of the “renting” economy. Carolyn McClanahan, certified financial planner and founder of Life Planning Partners takes us through the pros and cons of renting.  And a Vanguard study suggests that the “Great Wealth Transfer” may be a “Great Disappointment” for some young investors. Mario Cianfarani, from Vanguard Investment Canada Inc., tells us about the findings.  Plus, we’ll speak with Elena Iacono, founder of LegacyNex, a platform that helps people transfer their legacy to generations to come, by looking beyond just money.

To find out more about the guests check out:

• Jillian Johnsrud: retireoften.com | Instagram
• Carolyn McClanahan: X | LinkedIn | Facebook
• Elena Iacono: legacynex.com | LinkedIn | Instagram
• Mario Cianfarani: vanguard.ca | 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

If you are looking to access your home’s equity you may have heard of reverse mortgages or home equity loans. Now there is another option. Shael Weinreb, CEO of The Home Equity Partners, joins us to talk about Home Equity Sharing Agreement and how it works.

Find out more at theheqpartners.com and connect on Instagram, X, Facebook, and LinkedIn.

Entrepreneurship is not only starting a company it can also be acquiring a business. Acquisition may be faster but finding a business can be challenging. Liz MacRae, president of Village Wellth, joins us to talk about their role of helping business buyers.

Find out more at villagewellth.com and connect on LinkedIn.

There are a millions of dollars of unclaimed funds being held by the Bank of Canada and we have the person to help us find out if you have any these unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, joins us to tell us how to search for that unclaimed money.

Find out more at Charity Windfall and connect on Facebook and LinkedIn.

It is not easy to delay gratification and even more difficult for people who have some neurodiversity, like ADHD. Otto Rivera, certified financial planner, joins us to share how her feels that ‘delayed gratification’ is the more important skill you can teach your child to set the stage for financial wellness in the future.

Find out more at emergent.tax and at CFP Board. Connect with Otto on LinkedIn.

Delaying gratification is a key skill to learn, especially for those who have ADHD.  Otto Rivera is a certified financial planner, and he tells us how he navigated his ADHD and his ideas for supporting others. Then, discovering unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, reveals how she helps people find money they may have forgotten about. And, how to buy a business. Liz MacRae, president of Village Wellth, outlines how her company takes people through every step of the business acquisition process.  Plus, we’ll speak with Shael Weinreb, CEO of The Home Equity Partners, about a different way to access your home equity.

To find out more about the guests check out:

• Otto Rivera: emergent.tax | CFP Board | LinkedIn
• Rochelle Treister: Charity Windfall | Facebook | LinkedIn
• Liz MacRae: villagewellth.com | LinkedIn
• Shael Weinreb: theheqpartners.com | Instagram | X | Facebook | 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

Gay Hendricks, a psychologist and best-selling author, joins us to talk about the ‘Upper-Limit Problem’ and how it might be holding you back from success when it comes to life and money.

Check out Gay’s podcast at bigleappodcast.com and connect on Facebook, Instagram and YouTube. Connect with Gay on Instagram.

Retirement is a complicated subject and a tough one to tackle on your own. What is better then to start a Retirement Club. Dale Roberts, founder of ‘Cut The Crap Investing’, joins us to tell us more abou the retirement club he started and how it works.

Find out more at cutthecrapinvesting.com and connect on X and Facebook.

Gambling on sports has become a lot more popular in the last few years and with that there have been two recent U.S. studies done to look at the financial impact of expanding sports betting on individuals. Preet Banerjee, a wealth management consultant and personal finance expert, joins us to talk about the study and the piece he wrote about in the Globe & Mail.

Check out Preet at preetbanerjee.com and connect on Instagram.