Moolala: Money Made Simple with Bruce Sellery

Moving into Retirement

If you’re about to retire - you’re about to enter a brand new chapter in life. And it’s not always easy.  Scott Armstrong, CEO of Mind Switch and author of Retire & Aspire, joins us to talk more about his book and how Mind Switch helps people transition into this new stage

Connect on Facebook, X and Instagram.

Giving is an Important Part of Financial Literacy

We talk a lot about teaching kids about money and financial literacy but not so much about being generous and charitable. John Bromley, CEO and founder of Charitable Impact, joins us to talk about a tool they created called Charitable Allowance that helps kids and teens practice generosity.

Find out more at charitableimpact.com and connect on LinkedIn, X and Facebook. Connect with John on LinkedIn.

Indigenous Financial Wellbeing

Prosper Canada has created a “lump sum payment toolkit” in anticipation of a significant settlement for First Nations Communities.  It is called the “First Nations Child and Family Services and Jordan’s Principle” Settlement. Carrie Wong, Learning and Training Senior Manager, joins us to tell us more about the toolkit.

Connect with Prosper Canada on X, Facebook, Instagram and YouTube.

An Out-Of-This-World Exchange Traded Fund

There are a number of interesting and odd Exchange Traded Funds out there and we found one that is truly out of this world. Chief Executive Matthew Tuttle, Chief Executive of Tuttle Capital, is here to explain the motivation behind their new ETF that invests in companies with potential links to alien technology and the potential risks.

Find out more at tuttlecap.com and connect on X.

An ETF for UFOs? A New Fund That Invests in Alien-Related Technology | Full Episode

An ETF that invests in companies with potential links to alien technologies. Matthew Tuttle, CEO of Tuttle Capital, tells us about investing in UFOs.  Then, teaching kids about giving. John Bromley, CEO and founder of Charitable Impact, tells us about a new tool called Charitable Allowance. And, changing the way you think about retirement. Scott Armstrong, CEO of Mind Switch takes us through his book Retire and Aspire.  Plus, we speak with Prosper Canada about their toolkit for lump sum payments and Indigenous financial wellness.

To find out more about the guests check out:

• Matthew Tuttle: tuttlecap.com | X
• Carrie Wong: X | Facebook | Instagram | YouTube
• Charitable Impact: charitableimpact.com | LinkedIn | X | Facebook
• John Bromley: LinkedIn
• Scott Armstrong: Facebook | X | Instagram

 

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

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