Moolala: Money Made Simple with Bruce Sellery

Investing As a New Canadian

Being a beginner investor can be a challenge and even more of a challenge when you are a new Canadian. Enoch Omololu, personal finance expert and founder of Savvy New Canadians, joins us to share his investing tips and how his platform provides personal finance resources.

Find out more at savvynewcanadians.com and connect on Facebook, Instagram or Twitter.

Creating Wealth as Women

 

How do women build wealth in a way that meets their specific needs that aren’t being met in the current world of personal finance? We have Hadriana Leo, personal life coach and the founder of Money Navigator International, joins us to take us through her book Becoming a Wealthy Woman on Purpose: your guide to Creating Wealth Confidently and Unapologetically and shares her tips.

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

Implications of Not Claiming Your Side Gig

A side hustle or part-time job can bring in some extra income when you are looking to cut expenses but according to a survey from H&R Block half of Canadian gig workers are willing to risk not declaring income when filing their taxes. We have Yannick Lemay, Learning Program Lead & Tax Specialist at H&R Block, join us to take us through the implications of this strategy.

Find out more at hrblock.ca and connect on Instagram and Facebook.

The Racial Wealth Disparity

It is not uncommon for Black Americans to assist family members who are in need when it comes to money, this is called the “Black Tax”. We talk to Money Coach Lynnette Khalfani-Cox  about the personal essay she wrote in Vox and the racial wealth disparity she has seen first hand as a money coach and a Black woman.

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

Why You Should Declare Your Side Income on Your Tax Returns | Full Episode

A recent survey from H&R Block found nearly half of Canadian gig workers are willing to risk not declaring their side income on their tax returns. Yannick Lemay from H&R Block Canada tells us how this can lead to some major consequences. And, the racial wealth disparity and the “Black Tax”. Money Coach Lynnette Khalfani-Cox takes us through how this impacts Black families. Then, investing tips for new Canadians. Enoch Omololu, founder of Savvy New Canadians, shares some of the differences new immigrants face compared to new investors. Plus, a guide just for women to help them build wealth. Hadriana Leo, founder of Money Navigator International, tells us about her book Becoming a Wealthy Woman on Purpose: Your Guide to Creating Wealth Confidently and Unapologetically.

To find out more about the guests check out:

• Lynnette Khalfani-Cox: com | Facebook | Twitter | Instagram | LinkedIn
• Yannick Lemay: ca | Instagram | Facebook
• Hadriana Leo: ca | Instagram | Facebook | LinkedIn
• Enoch Omololu: com | Facebook | Instagram | 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

Financial Challenges That Athletes Face

We have Paul Wylie, head of BMO Family Office Canada, join us to take us through the challenges that athletes face on and off the field and share some tips on how to handle those challenges.

Connect with BMO on Twitter and Facebook.

Finding the Right Executor For Your Estate Plan

Coming up with an estate plan is a whole process and one important step that is often overlooked is choosing the right executor. Leanne Kaufman, president and CEO of RBC Royal Trust, joins us to talk about choosing a corporate executor. Leanne tells us what a corporate executor is and how it works.

Find out more at RBC Royal Trust and connect on Twitter, Facebook and LinkedIn.

Fighting Back Against Fraud and Identify Theft

Julie Kuzmic, Senior Compliance Office at Equifax Canada, joins us to talk about their recent survey that shows Canadians are fighting back against fraud and identify theft more than ever before. Julie takes us through the survey and shares some tips to help.

Find out more at equifax.ca and connect on Twitter and LinkedIn. Follow Julie on LinkedIn.

Money Management Personality Tests

We take a closer look at money management personality tests with Melissa Leong, personal finance expert and author of the book, Happy Go Money.

Find out more about Melissa at melissaleong.com and connect on Instagram and Twitter.

Fighting Financial Fraud | Full Episode

Canadians are fighting back against fraud and identity theft more than ever, according to a new survey from Equifax Canada.  Julie Kuzmic takes us through the results.  And, insight into the unique financial challenges young athletes may face. Paul Wylie from BMO provides an insider look.  Then, struggling to choose an executor for your will? Some people opt for a corporate executor. Leanne Kaufman, president and CEO of RBC Royal Trust, tells us why someone would want to choose this option. Plus, what’s your money personality? Personal finance expert and author Melissa Leong takes us through different money management styles and what they might mean for you.

To find out more about the guests check out:

• Melissa Leong: com | Instagram | Twitter
• Equifax Canada: ca | Twitter | LinkedIn
• Julie Kuzmic: LinkedIn
• Leanne Kaufman: RBC Royal Trust | Twitter | Facebook | LinkedIn
• Paul Wylie: Twitter | Facebook

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