Moolala: Money Made Simple with Bruce Sellery

Preparing For Retirement

Preparing for retirement can be daunting and there are tons of resources out there. We take a look at a new book called How To Retire from Christine Benz, director of personal finance and retirement for Morningstar. She joins us to share some lessons she learned.

Read more at morningstar.com/retirementtips and check out morningstar.com.  Connect with Christine on X and LinkedIn.

What is Wealth

What does wealth really mean and what does it mean to you. Psychologist and behavioural finance expert Daniel Crosby joins us to talk about his latest book, The Soul of Wealth. Where he writes about finding the balance between the different kinds of wealth.

Connect with Daniel on X and LinkedIn.

A Budgeting App For Newcomers

Moving to a new country is a big change and figuring out how much money you’ll need to live can be a challenge. We are joined by Tanvi Chitnis, Digital Strategist with Credit Canada, to talk about Butterfly which is a budgeting app designed for newcomers.

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

Butterfly: A Budgeting App For Newcomers | Full Episode

A budgeting app for newcomers by newcomers, designed to increase financial confidence. It’s called Butterfly. Credit Canada’s Tanvi Chitnis is here to tell us how it works.  Then, what it means to be wealthy. Daniel Crosby, psychologist and behavioral finance expert, will be here to talk about his book The Soul of Wealth. And twenty lessons from retirement thought leaders. Christine Benz takes us through her book How to Retire.

To find out more about the guests check out:

• Tanvi Chitnis: creditcanada.com | Facebook | X | Instagram
• Daniel Crosby: X | LinkedIn
• Christine Benz: morningstar.com | X | 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

Are Scholarship Trusts Worth It

Registered Education Savings Plans or RESP’s are a great vehicle to save for your child’s education. But how you use that vehicle is important and what vehicle you choose is just as important. Scholarship trusts are another way to save for your chi’s education. We have Aravin Sithamparapillai, and associate at Ironwood Wealth Management, joins us to give us the information we nee before jumping into this decision.

Connect with Aravin on LinkedIn, X, and Instagram.

Estate Planning With a Blended Family

Estate planning is important, but it can get complicated if you have a blended family. To take us through some of the things to think about we have Arin Klug, co-founder and COO of Epilogue.

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

Group Mortgages: A Company Perk

There are many employee benefits that companies have to help recruit and retain staff. One perk some companies may choose is to offer “group mortgages”. Rob McLister, mortgage analyst and editor of MortgageLogic.news, joins us to tell us how it works.    

Find out more at mortgagelogic.news and connect on X.

Talking Money With a Community

People can listen and talk about personal finance in a variety of ways including community groups. We take a look at money clubs or share clubs with Peter MacLean, a member of Ottawa’s Share Club’s executive committee.

Fin out more at money4retirement.ca or you can email ottawashareclub@gmail.com.

Money Clubs: A Community Group Where You Can Discuss Personal Finance Topics | Full Episode

Joining a Money Club or Share Club.  The benefits of having discussions about personal finance with other people in your community. Peter MacLean, of the Ottawa Share Club is here to tell us how these groups work.  Then, estate planning for blended families. Arin Klug, co-founder and COO of Epilogue takes us through different scenarios and things to consider. And, if you’re considering saving for your child’s education using a group RESP or scholarship trust, there are some things you should be aware of first. Aravind Sithamparapillai from Ironwood Wealth Management is here to tell us how they work. Plus, we’ll speak with Rob McLister, mortgage analyst, Financial Post columnist and editor of MortgageLogic.news about group mortgages and how they work.

To find out more about the guests check out:

• Ottawa Share Club: money4retirement | ottawashareclub@gmail.com
• Rob McLister: mortgagelogic.news | X
• Arin Klug: epiloguewills.com | X | Instagram | Facebook
• Aravin Sithamparapillai: LinkedIn | 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

Managing Money as a Team in a Relationship

Money management in a relationship or marriage requires teamwork but what does that exactly look like. Modern Husband is a platform and podcast that you can turn to for ideas on how to manage money and the home as a team. Founder, Brian Page, joins us to tell us all about it and shares some tips.

Connect with Modern Husband on X, Facebook and Instagram.