Moolala: Money Made Simple with Bruce Sellery

The High Cost of Saying Goodbye and Some Alternatives

Honouring your loved one can mean buying a funeral package you can’t afford. We talk to Mallory Greene, CEO and co-founder of Eirene, to take us through the unexpected costs of a funeral and some alternatives that they can provide.

Find out more at eirene.ca and connect on Facebook, Twitter, Instagram and LinkedIn.

De-Influencing: The New Influencer Movement

If you spend anytime on social media you will have run into “influencers” marketing products to you and others around you. Well some TikTokr’s are getting tired of this consumer culture and are doing the opposite – “de-influencing”. We have Alicia Adamczyk, senior writer and Fortune, join us to talk about her piece she wrote about on this idea.

Find more of Alicia’s writing on Substack and connect on Twitter.

“De-Influencing”: New trend on TikTok Encourages People To Save More | Full Episode

 

A new TikTok trend that runs against the consumer culture.  It’s called “De-Influencing”. Alicia Adamczyk, senior writer at Fortune, tells us about why some people are taking to the app to call out consumerism. And, investing in “green” funds. Mark Egan from the Harvard Business School tells us about his study on the cost of ESG funds. Then, managing cross-border accounts. Wealth Management Advisor Shiraz Ahmed shares his tips for avoiding border blunders. And, the high cost of funerals. Mallory Greene, CEO and Founder of Eirene, takes us through some affordable alternatives. Plus, I’ll speak with author of My Dad’s Class, Paige Cornetet, about some activities parents can do with their kids to teach them about money and life.

To find out more about the guests check out:

• Alicia Adamczyk: Substack | Twitter
• Mallory Greene: ca | Facebook | Twitter | Instagram | LinkedIn
• Paige Cornetet: com | Facebook | Instagram
• Mark Egan: Bio
• Shiraz Ahmed: com | Facebook | LinkedIn | Twitter | YouTube

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

Owning A Part of Where You Work

Wouldn’t it be nice to own a part of the company where you work if it is a great company with a great future. We talk to Jon Shell to tell us about the not-for-profit Canadian Employee Ownership Coalition that is hoping to bring the benefits of employee ownership to Canada.

Find out more on employee-ownership.ca and connect on Twitter. Connect with Jon on Twitter.

The Mindset and Misperceptions of Selling

Selling is critical to almost every job there is but is it a skill that can be trained. Colin Coggins, a professor at USC Marshall School of Business and the co-author of THE UNSOLD MINDSET: Redefining What It Means To Sell, join us to take us through on how to achieve this mindset and go over some misperceptions in selling.

Find out more at colinandgarret.com and connect on Instagram, Twitter, and LinkedIn.

The Most Popular Finance Apps in Canada

We have Robin Taub, a chartered professional accountant and author of The Wisest Investment, join us to take us through some of the most popular family finance apps in Canada.

Connect with Robin on Twitter, Facebook and LinkedIn.

The Fight To Limit Fees To Help With The Disability Tax Credit

The disability tax credit can go a long way to reduce the burden of a family dealing with the cost of a member with a disability. But this tax credit is not easy to get and getting help can command a high fee and the “Disability Tax Credit Promoters Restrictions Act” was supposed to help limit these fees. Jamie Golombek, managing director of tax and estate planning with CIBC Private Wealth, joins us to talk about the tax credit and why there is a court injunction that is pausing the restrictions act.

Find out more on the CIBC Tax Site and connect with Jamie on Twitter, LinkedIn and at jamiegolombek.com.

Tax Fairness for Single Seniors

We talk to Jane Robertson, founder of the group Single Seniors for Tax Fairness, about the inequities that seniors who do not have a life partner face when it comes to paying taxes.

Find out more at singlesseniorsfortaxfairness.com and connect on Facebook, Twitter and LinkedIn.

The Most Popular Family Finance Apps in Canada | Full Episode

The most popular family finance apps available in Canada. Chartered Professional Accountant and author Robin Taub takes us through them.  And, the challenges single seniors face during tax season. Jane Robertson, founder of Single Seniors for Tax Fairness, tells us about what’s needed to address the issue. Then, the high fees you might be paying for consultants to help you with the Disability Tax Credit. Jamie Golombek from CIBC tells us why a potential fee cap in Canada is stalled. And, a group looking to bring the benefits of employee ownership to Canada. Jon Shell from the Canadian Employee Ownership Coalition, takes us through what their organization is advocating for. Plus, Colin Coggins from the USC Marshall School of Business tells us about the book he co-authored called THE UNSOLD MINDSET: Redefining What It Means to Sell.

To find out more about the guests check out:

• Jane Robertson: com | Facebook | Twitter | LinkedIn
• Jamie Golombek: CIBC Tax Site | Twitter | LinkedIn | com
• Robin Taub: Twitter | Facebook | LinkedIn
• Colin Coggins: com | Instagram | Twitter | LinkedIn
• Canadian Employee Ownership Coalition: employee-ownership.ca | Twitter
• Jon Shell: Twitter

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

Get Your Missing Credits and Benefits From Previous Tax Returns

We talk to Stan Samole, president and CEO of Family Tax Recovery, about how they help you get a possible refund from previous tax returns if missed some credits or benefits that you didn’t get the first time around.

Find out more at familytaxrecovery.ca and connect on LinkedIn and Twitter.