Moolala: Money Made Simple with Bruce Sellery

Don’t Forget Values, Wisdom and Memories in Your Estate Plan

Estate plans can include values, wisdom, and memories an not just money. LegacyNex is a service that helps people document these things. To take us through how it works we have the founder, Elena Iacono, join us.

Find out more at legacynex.com and connect on LinkedIn and Instagram.

To Rent or Buy: That is the Question

Everyday people ask themselves, should I rent or buy when it comes to finding a place to live but what about a shovel. Well nowadays you can rent just about anything. Carolyn McClanahan, a certified financial planner and founder of Life Planning Partners, joins us to talk about someone thinks through which rental decisions are right for you. 

Connect with Carolyn on X, LinkedIn and Facebook.

A Gap Year for Adults

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.

How to Take an “Adult Gap Year” | Full Episode

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

Accessing Your Home’s Equity

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 Through Acquisition

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.

Find Unclaimed Money

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.

Delayed Gratification

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.

ADHD and Spending. How to Build the Skill of Delayed Gratification | Full Episode

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

Money and Mindset Will Forever Be Linked

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.